INV620 – Packing Slips and Pick List Generation
This batch
process checks to see if an inventoried product is available for shipment.
If so, depending on your INV620 parameters, the process generates the
product’s packing slip, finalizes shipping, and generates an invoice.
INV620 is the process that is used to fulfill component Inventory products.
If the credit card authorization date has passed, INV620 attempts to
reauthorize the credit card. If the credit card is still valid, the reauthorization
will be successful and will include the orders on the report. If the credit
card is no longer valid (e.g., credit card expiration date has passed),
the re-authorization will NOT be successful and the INV product order
line will be updated to a Line Status of 'Held' with the Deferred Receipt
zeroed out. Reauthorization failures are displayed in the INV620PreAuthErrors
report and a packing slip will not be generated. These failures must be
manually corrected through contact with the customer on the Receipt Analysis
screen. If the customer has a credit card on file, you should also update
this information on the Saved
Credit Cards screen in CRM360®
in order to not affect future orders.
As of 7.6.1, for organizations using Vantiv as their payment handler,
INV620 checks the PROCESS_EXPIRED_CC
merchant
parameter to determine whether expired credit cards should be selected
for processing. If the credit card defined for an inventory product order
line has expired, if the PROCESS_EXPIRED_CC
merchant
parameter is set to "N", INV620 will not select order lines
with expired credit cards that are due to be paid. Ccp_Req_Ans.REJECT_REASON
will be filled with “Credit card is expired.” Ccp_Req_Ans.ERROR_CODE will
be set to 24 for Verisign, 202 for Cybersource, and 305 for Vantiv. If
the PROCESS_EXPIRED_CC merchant
parameter is set to "Y", INV620 will transmit credit card
payments to Vantiv even if the credit card is expired. When Vantiv returns
the authorization request response, if the organization is using Vantiv’s
"Account Updater" service, the response file will include the
updated credit card expiration date, as well as any other changes that
may have been made to the credit card, such as change of name, change
of credit card number or change of credit card type.
As of 7.4.2, if the system cannot process an INV order because of insufficient
available inventory, INV620 will continue to process successfully for
other orders and the INV620Errors - Other Order Processing Exceptions
report (see sample below) will display those INV orders which failed during
shipping. The INV620Error report displays the order line number, product
code, and error reason code.
As of 7.4.2, the system will automatically ship the parent line when the
last child component line is shipped and the parent line Fulfill Status
is not "S", "P", or "L".
As of 7.4.2, when a non-inventoried INV product has inventoried INV product(s)
as components, and when one or more of the component products is shipped
through the Shipping Maintenance
(INV200) screen, the Fulfill Status of the non-inventoried INV product
linked to warehouse will be set to "S" (shipped) if it is not
already "P" or "S". If the non-inventoried INV product
has one or more INV products as components, and is not linked to a warehouse,
when one or more of the component products is shipped through the
Shipping Maintenance (INV200) screen, the Fulfill Status of the non-inventoried
INV product not linked to a warehouse will be set to "P" (pre-shipped)
if it is not already "P" or "S".
A
non-inventoried product that is not connected to a warehouse will default
to preshipped and therefore will not be picked up by the INV620. If
you want the INV620 process to pick up a non-inventoried product, you
need to assign it to a bin of a warehouse and then the status will default
to not fulfilled instead.
If
deferred receipt(s) exist and the receipt number on the deferred receipt
is not null, INV620 will consider it a real receipt. Deferred receipts
with no receipt number are actual scheduled payments and would be shown
under scheduled future payments.
The following diagram provides an overview of the INV620 process:
This batch process generates the following reports (see below for sample
reports):
· INV620PickList:
lists all products references for all orders for the selected run.
· INV620PackingSlip:
generates a report in which each page contains the products ordered and
their quantity.
· INV620BadAddress:
lists all the orders in which the ship-to or bill-to customer's address
is bad. No packing slips would have been generated for orders where the
ship-to address is bad. .
· INV620Invoice:
generates a report in which each page contains an invoice for each order.
· INV620PreAuthError:
displays orders where a reauthorization was attempted because the previous
authorization has expired and the reauthorization failed.
Additional parameters were added in the 7.2.1 release to accommodate
Address Change Service functionality. Please see Address
Change Service for more information.
Parameters
Parameter |
Description |
Required? |
Organization |
The Organization ID for which you want
to run the report. |
Read-only |
Organization Unit |
The Organization Unit ID for which you
want to run the report. |
Read-only |
Sub Title |
Alphanumeric. Enter a subtitle, which
would appear below the report heading within the title of the
report. |
No |
Finalize Shipping and Invoice |
· Y
– marks fulfill status of orders as “Shipped” and generates an
invoice number and GL distribution.
· N
– fulfill status of orders remains “L,” which indicates a Packing
Slip was generated for the order; however, the order did not ship. |
No |
Generate Packing Slips |
· Y
– generates the Packing Slip.
· N
– does not generate the Packing Slip. |
Yes |
Generate Pick List |
· Y
– generates the Pick List.
· N
– does not generate the Pick List. |
Yes |
Shipping Date |
Date to use as Fulfill Date, Invoice Date,
Ship Date (if Finalize Shipping parameter is “Y”). If left blank,
the system date is used. |
No |
Run Mode |
Mode in which the report runs:
· EDIT
– prints the report.
· PROD
– prints the report and updates the database tables. |
Yes |
Note Line 1, 2, 3, 4 |
Additional notes printed on the Packing
Slip. |
No |
Use Address Change Service |
· Y
= the labels are printed with ACS Format having Intelligent
Mail Barcode, and the process makes sure the appropriate values
are set for the Barcode Identifier, Service Type Identifier, and
Mailer ID parameters. The width of the label also increases by
one row.
· N
= the ACS format is ignored and the label is printed without the
barcode. |
No |
Barcode Identifier |
A two-digit value that indicates the degree
of pre-sorting this mail piece received before being presented
for mail delivery. |
No |
Service Type Identifier |
A three-digit value representing both
the class of the mail (such as first-class, standard mail, or
periodical), and any services requested by the sender. |
No |
Mailer ID |
A six or nine-digit number assigned by
the USPS that identifies the specific business sending the mailing.
Higher volume mailers are eligible to receive six-digit Mailer
IDs, which have a larger range of sequence numbers associated
with them; lower volume mailers will receive nine-digit Mailer
IDs. To make it possible to distinguish six-digit IDs from nine-digit
IDs, all six-digit IDs begin with a digit between 0 and 8, inclusive,
while all nine-digit IDs begin with the digit 9. |
No |
Advanced Job Parameter |
Sort Order |
Sort criteria applicable for Packing Slips
only. You can sort fields from INV620_VW. Specify fields in the
format ViewName.FieldName.
For example, INV620_VW.Order_no. |
No |
Filter |
Reduces the record selection further based
on the SQL statement entered. Located under the Advanced Job Parameter
tab. Restrict fields to those from INV620_VW. Specify fields in
the format ViewName.FieldName.
For example, INV620_VW.Order_no = '0000000000'. |
No |
Sample Report
INV620Picklist
INV620PackingSlip
INV620Invoice
INV620BadAddress - Bad Address Report
INV620Errors - Other Order Processing Exceptions
