Pallet (Package)
The pallet record allows the user to add all pallets used in the Product Engineering. The pallet needs to be recorded only for the Engineering to calculate its consumption and cost. For more information, refer to "Plate Consumption and Cost Calculation in the Engineering.”
The user is required to have enabled the following access options to be able to manage pallets:
EPS > SALES > RECORDS > IQUOTE > ENGINEERING > RAW MATERIAL > PALLET
Information on the Pallet (Package) Record Window
Go to Sales > Records > iQuote > Engineering > Raw Material > Pallet (Package)
Tip: For more information on the buttons in this toolbar refer to “Standard toolbar” in Basic Navigation.
Tip: For more information on adding or editing search features refer to "Searching” in Basic Navigation.
Tip: For more information on how to add other information in columns, refer to "Views" in Basic Navigation.
Add Pallet (Package)
Tip: To be able to add pallet (package), the user must previously record a Package – Pallet Specification Characteristic Class. For more information, refer to “Package – Pallet” in iQuote User Guide – Product Specification Records.
In the system’s main menu, click Sales > Records > iQuote > Engineering > Raw Material > Pallet or enter "Pallet" in the Quick Search field.
Click Add. The following screen will open:
Complete the fields as described below:
|
Field |
Description |
|
Raw Material |
Name of the pallet used in the Product Engineering. |
|
Cost Account |
Name of the cost account to which the pallet cost shall be allocated for future cost analysis. For more information, refer to "Add Cost Accounts." |
|
Cost sub account |
Name of the cost sub account to which the pallet cost shall be assigned. The Cost Sub Account belongs to the Cost Account. For more information, refer to "Add Cost Accounts.” If the appropriate cost sub account is not listed, make sure the selected cost account is correct. |
|
External Reference |
Name used for integrating the pallet record with other systems. |
|
Inventory Item |
Inventory item to which the pallet must be linked to facilitate the material request. If the appropriate inventory item is not displayed, it is necessary to record it. For more information, refer to "Add Inventory Items.” |
|
Production Unit |
Unit of measurement to be sent as default for the modules of production for requesting materials. This field is mandatory. |
|
Active |
Indicates if the pallet will be available for use in the Engineering. |
|
Plant |
Filter that defines what raw materials are available for selection according to the chosen plant. Note: To assign a plant to the Pallet, your User ID must have the Separate Pallet by Plant access control. |
|
Width |
Pallet width. This field is informational only and will not be considered in the Engineering calculations. |
|
Depth |
Pallet depth. This field is informational only and will not be considered in the Engineering calculations. |
|
Height |
Pallet height. This field is informational only and will not be considered in the Engineering calculations. |
|
Pallet Weight |
Pallet weight. This field is informational only and will not be considered in the Engineering calculations. |
|
Pallet Type |
Pallet type that can be linked to a raw material in order to allow this raw material to be selected by the Engineering, whenever it is selected in the Product Specification. The pallet type must be recorded previously. For more information, refer to "Specification Characteristic Types – Package – Pallet” in iQuote User Guide – Product Specification Records. |
|
Weight Capacity |
Maximum weight supported by the pallet. For example, if the total weigh of 20,000 magazines is 200 kg and the pallet set has a 100 kg weight capacity the system will consider that 2 pallets are necessary. |
When finished, click Save.
Edit Pallet (Package)
In the system’s main menu, click Sales > Records > iQuote > Engineering > Raw Material > Pallet or enter "Pallet" in the Quick Search field.
Click the appropriate pallet to select it.
Click Edit.
Edit as needed. For more information on the buttons and fields on this screen, refer to “Add Pallet (Package).”
When finished, click Save.
Delete Pallet (Package)
In the system’s main menu, click Sales > Records > iQuote > Engineering > Raw Material > Pallet or enter "Pallet" in the Quick Search field.
Click the appropriate Wire Stitch to select it.
Click Delete.
Click Yes to confirm the action.
Tip: If the selected item is being used, the system displays a message that it can not be deleted.
Pallet Cost and Consumption Calculation in the Engineering
Record the pallet in the Pallet (Package) record. For more information, refer to "Add Pallet (Package).”
Check if the Component Class 1011 – Pallet (Package) exists in the Engineering Component Types record. For more information, refer to the "Add Engineering Component Types.”
In production groups, link the Component Class 1011 – Pallet (Package) to the 1022 – Pallet inputs. For more information, refer to "Setting functionality 1022 – Pallet.”
Enter the pallet (package) cost in the raw material cost record. For more information, refer to "Add Raw Material Costs.” The pallet (package) consumption calculation and costs are displayed in the Engineering.