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Add Packing Items

Under Packing List, select the Add Packing Items button to search for inventory items to be packed. Use the filtering options in the Packing List Searcher dialog, then select the Search button on the right side of the dialog.

• Search - Enter a search string to search for inventory items to be packed.
• Classification Filter - Select a filter for searching: (Select All), Assembly, Part, or Box.
  
  Select the items to be packed in the Select column, then select OK to select the desired items to be packed.
  
  

On the Packout Settings tab under Packing List, there are some columns of data that you can adjust as needed for your packing list. (Some columns such as Name, Description, and Unit of Issue are informational only and cannot be changed.)

• Revision - Select the valid revisions if several revisions of the selected assembly exist.
• Revision Mode -Specifies the revision mode of the selected items to use: Use Latest, Use Any, Use Specific, Use Specific or Newer, Use Specific or Older.
• Quantity - Specifies the quantity to be packed in this box.
• Verification Mode Specifies what the factory floor operator must enter or scan in order to specify the item being packed. There are four possible modes:
  • Acknowledge - Presents the operator with a check box to acknowledge that he or she followed the instruction and packed the appropriate item in the box. This is most useful for less critical items like a quick-start guide or warranty sheet.
  • No Action - Presents the instruction to the operator with no need to acknowledge.

  • Scan UID - Turns on all validation options in the remaining columns of the dialog: that the assembly selected and scanned contains no open defects and has completed all of the prescribed assembly operations as defined in the Process Flow. This option requires that the assembly was built entirely in FactoryLogix.
    
    

    Note
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    When the Any Order packing mode is selected, the Verification Mode for all packing items is fixed to Scan UID.

    
    

  • Scan Lot - Allows the operator to scan or enter any alphanumeric data as the lot ID for the assembly or item being packed with no validation. The data entered will be presented in the overall comprehensive traceability information.
    
    
    
    

• Has No Unresolved Symptoms - When selected, checks for the presence of any unresolved (open) symptoms associated with the item being packed.
  
  

  Note
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  In Production, when packout is being performed and the Has No Unresolved Symptoms validation check fails, the operator will see an error message.

  
  

• Has No Unresolved Defects - When selected,checks for the presence of any unresolved (open) defects associated with the item being packed.
  
  

  Note
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  In Production, when packout is being performed and the Has No Unresolved Defects validation check fails, the operator will see an error message.

  
  

• Pack Items Individually - When selected, checks for each item you want to be packed individually/separately.

Label Template

Use the drop-down to select the desired shipping label for the box (this requires that the desired label template is already defined in the Labels area of NPI).

Use the Add button to display the Create Label Template dialog where you can create and save a new shipping label template. (See Create or duplicate printed label templates for details.)

• Force Complete Boxes - When selected, ensures that the correct box quantity is filled before an operator can finish the box in Production.

Allow Supervisory Override for Incomplete Boxes - When selected, supervisor approval is required for any incomplete boxes.

• Batch Restrictions - Restricts packout items to:
  
  • Any batch
  • Only units from this process revision
  • Only units from the same production batch
  • Only units from the same order
    
    
• Select Group(s) - Allows you to select one or more groups who will approve the packout (Inspectors and Supervisors, for example).
• Export Completed Boxes as XML - When selected, exports an XML file of the contents of the completed boxes. (You can configure the location of the file in Settings.)
• Validate Entry Conditions of this operation for each item added - validates that all entry conditions for the Packout operation have been met for each item in the packing list.
• Fire Alarms - If you use the Analytics client application, you can select alarms and generate reports for packout. When you select the Print check box, the selected report will be printed. See Use alarms for packout operations for more information.
  
  
  • On Box Completed - Executes the selected alarm reaction template for the entire box contents when a packing box is completed.
  • On Item Added - Executes the selected alarm reaction template when each item is added to the packing box.

  • Print -  When you select the Print check box for the On Box Completed or the On Item Added alarm reaction, any reports associated with the alarm reaction are generated on the client workstation (that is, the workstation executing the Packout operation in Production).
    
    

    Note
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    Only items of the Report type are returned in the selected output type format. The returned reports are printed on a local printer automatically. The printer can also be selected in the Activity Work Area in Production, so if multiple printers are installed, the shop floor operator can select a specific printer to use.