Packaging File

These instructions are for Navigator File Management. For information on File Maintenance in the Green Screen (AS400), refer to File Maintenance

The Packaging File is where you enter every unit of measure that an item quantity can be represented in, including weight. When done correctly, this should create an unbroken chain allowing the system to get from any unit of measure to any other.

The Packaging File establishes packaging and conversion factors called packaging classes, that can be assigned to groups of items. Items with identical packaging conversions can be assigned to the same packaging class, and when the packaging conversions change, only the Packaging File needs to be updated. Packaging classes are assigned to items with the Item File Maintenance Program.

Packaging information can also be entered on an item-by-item basis in the Item File. However, the use of packaging classes is the more effective method.

Creating a new Packaging File

Packaging Recommendations

Setting	Description/Instructions
Packaging Class Description	Enter the class code and its description. For example, you can enter the items or group of items to which this packaging information applies.
Print 1st 2 Entries On Invoice	This setting provides the option to print the first two lines of the packaging breakdown on the customer service invoice. The first two entries print on the invoice beneath the item description. This option is separate for each packaging record. This entry can be helpful information for the customers purchasing certain products.
UM	You can use the units of measure from the drop down box or you can define your own two-character codes. Once you define the code and enter a factor for converting to it, you can buy, sell and inquire in that unit of measure. The system recognizes the following standard codes: CT for cartons, PC for pieces, LB for pounds, KG for kilograms, SF for square feet, SY for square yard, and EA for each. If you use any or all of these units of measure, use the standard codes.
per UM	The unit of measure you are converting to. The system protects you from inadvertently changing the unit of measure for an active item by changing it to another price or cost class with a different unit of measure. Changing the unit of measure for an item that is active (has open orders, purchase orders, or inventory) causes many problems, as all transactions and statistics are assumed to be in the items' native unit of measure. These enhancements ensure that no open orders or inventory are affected by a unit of measure change. In order to further protect the integrity of statistics, we recommend that you create a new item number, rather than changing the unit of measure, unless the item has not been used significantly.