The Shipment’s Packing List can be populated as detailed in the Create New Shipments article.
There are three ways to import shipments into aACE: Import Packing Lists, Import Outgoing Shipments [inactive: do not use], and Duplicate to Import Action.
The Duplicate to Import process allows you to import multiple shipment addresses that will share a pre-configured packing list.
Importing Packing Lists allows you to import multiple shipment items (connected to order line items) into multiple shipments at once.
There are two methods in how to set up aACE Shipment Packing Lists.
1. Assign the Actual Line Items that are in the package.
2. Assign a single “consolidation” line item to the Packing List and enter override values (representing the values of the entire shipment to be taxed) in the Prod Value, Install Value, and Pack Value fields.
Packing List Methods
Assign Actual Order Items
The Packing List is initially empty when a Shipment is created. Clicking on the red magnifying glass icon will display the Order Items Selector.
Here you can see the available Order Items.
NOTE: Shipping Line Items from the order cannot be put into a Shipment record. The costs associated to the Shipment should be managed using the Ship Cost and SugShipPrice fields.
The Order Items Selector will automatically be populated by all order line items (if the underlying codes were set to have “shipping enabled”). The quantity ordered and available (not yet assigned to a shipment) are displayed.
Using Consolidation Items and Value Overrides
You can assign a single “consolidation” line item (see the code DIST for example used below) to the Packing List and enter override values (representing the values of the entire shipment to be taxed) in the Prod Value, Install Value, and Pack Value fields.
It is important that this dummy line should first be in the Order. Adding an item code directly into the Shipment's Packing List and entering a Prod Value will break the connection to the Order required for proper tax calculations. Upon Save, an error will appear and the Prod Value will be zeroed out.
Once the "dummy" line item is added and the value fields are overwritten, tax calculations will use these "override" values rather than the sum of the Packing List Line Item Values. Note: overwritten values display in italics.
In the below example, we are anticipating 5 different deliveries.In the first, we only add the WF item to the Packing List and assign Qty=3. In the Prod Value field, we add 1/5 of the BNYRETPP items' values. In the Install Value field, we enter 1/5 of the $500, and in the Pack Value field, we enter 1/5 of the $75. This equally distributes the total value of $13,325 across five shipments once we duplicate to Import the other 4 addresses.
The Shipment Value Fields
By default, the Prod Value (Production Item Value) will equal the quantity in the packing list multiplied by the order's line item unit price, but the value can be overwritten. When overwritten, the number appears in italics. Packing and Installation activity may have different tax treatment, so their values are summed separately from "production item" values. These valus also may be overridden.
By overriding a Value field, the value of the Shipment that is used as the base for tax calculations is changed from the default of a sum of the Packing Slip Line Item Values, to the new value.
This feature can be used for more complicated distributions that are difficult to accurately break apart from the way an Order's Line Items were written. The user can assign a single line item for the packing List and populate the Value field, even if several line items are actually shipped.
Validations for Shipment Declared Value
The user must be careful in using the Declared Value field. Upon marking a Shipment “Shipped”, a validation occurs that checks if the total value assigned to the Shipments is greater than the sum of values of the underlying Order’s Line Items.
Also, if values are assigned to Shipped Shipments, the Order’s Line Item value Subtotal will not be allowed to be reduced below the Total Shipped Shipment value.