Configuring Automatic Packing in Outbound Delivery - SAP Blogs

12/10/2018 Configuring Automatic packing in Outbound Delivery | SAP Blogs
Products
Products Industries
Industries Support
Support Training
Training Community
Community Developer
Developer Partner
Partner
About
About
 
Ask a Question Write a Blog Post Login
Configuring Automatic packing in Outbound

Delivery
August 30, 2014 | 16,403 Views |
KP
more by this author
SD (Sales and Distribution)

delivery | packing instructions | packing material | sales order | sap erp sales and distribution | sapsd;
share
0 share tweet share Follow
Con guration for Automatic packing in Outbound Delivery
Let me introduce you to the basics required to understand the Automatic packing concept in
outbound delivery.
1. Packing Materials are material that can be used to pack or transport goods.
2. Items from an outbound delivery when packed into a packing material, the whole unit
together is called the Handling Unit.
https://blogs.sap.com/2014/08/30/configuring-automatic-packing-in-outbound-delivery/ 1/18
3. Packing process in SAP is the process of assigning delivery items to packing materials,
which will produce Handling Units, which will then be packed into additional packing
materials. Which in turn will create a new handling unit, this process of packing one
handling unit into another packing material is called Multi-level packing.
The packing function is available in:
Orders (as Packing Instructions)
Inbound Deliveries
Outbound Deliveries
Shipment Document
Packing can be done manually as well as automatically in outbound delivery. Manual packing is
done in outbound delivery by choosing PACK button manually while automatic packing uses the
Condition Technique to automatically identify the material to be packed and create handling units.
As most of us would be aware of how manual packing is done, in this document I have explained
how automatic packing is configured for outbound delivery.
I have noted down few steps that would be required to configure Automatic packing, these are listed
below:
a) Activate Delivery Document type with Automatic Packing – OVLK
b) De ne Packaging material type- VHAR
c) De ne Material Group for Packaging – VEGR
d) De ne Allowed Packing Material – VHZU
e) De ne Material Master Data – MM01
f) Maintain Packing Transaction Pro le for Outbound delivery – OVHU2
g) Set up Condition Technique for Packing Instruction Determination
h) Create Packing Master Data – POP1
i) Maintain Packing Instruction Determination Master Data – POF1
Let us see how each of these steps are accomplished in SAP with screenshots
a) Activate delivery type with Automatic Packing
In this step you can activate the delivery type for automatic packing using the TCode OVLK as
shown below.
Before moving further lets understand below mentioned SAP terminologies
Material – A product in outbound delivery that requires packing.
Material Group for packaging – This is a material master field used to group products requiring
similar packing. For example say products A and B can be packed using similar pallets, in this case
while creating product master data for A & B, we assign Material Group for Packaging, say 0001-
pallets to indicate that both these material are packed using pallets.
Packing Material – The material used to pack the finished product in delivery.
Packaging Material Type – This is Material Master record field used to set up a Packing Material.
(Applies to packing material master data) This field defines the family of packaging type to which
this material belongs, for example Pallets, Truck, Container, Box, Crates, etc.
b) De ne Packaging material types
You can define Packaging Material Types using TCode VHAR. As discussed earlier this field plays
an important role in setting up a packing material master record.
Let’s say we use already defined packing material type 0001- pallets in our case.(If you want to
create new please copy an existing one that matches your requirement and create one) PFB the
screenshot for the same.
For packing material type you can set up
How plant determination occurs for the packing material to which it is assigned.
Packaging material category (whether packaging material, transport equipment, means of
transport or Auxiliary packaging material)
Assign a Number Range for the handling units that would be created in delivery.
Define Output procedure and Output type.
Handling Unit type
c) De ne Material Group for Packaging Material
In this step you can define a Material Group for packaging material using TCode VEGR.
This is a field entered in the Material Master Sales: General/Plant data for materials that require
packing. It is used to group together materials that require similar packaging materials.
In our case we defined material group 0001-Yard Mgmt using tcode VEGR.
d) De ne allowed packaging material
This configuration plays an important role in packing for outbound delivery. In this step we define
valid combinations of Packaging Material Type and Material Group for Packaging as shown
below. We have defined a valid combination of “Material Group for Packaging”- 0001 Yard Mgmt
and “Packaging Material type”- 0001 pallet for our scenario. It is maintained using TCode VHZU.
When packing an item in delivery, the system checks whether an entry for Material Group for
Packaging for the delivery item and the Packaging Material Type for the packing material exists in
Tcode VHZU.
By assigning Packaging Material Type to the Material Group for Packaging, you define which
packaging materials are allowed for packing a delivery item.
For materials with no Material Group for Packaging Materials, no check is carried out on the
eligibility of the packaging material. These materials can always be packed.
e) De ne Material Master Data (Finished goods and Packing Material)
In this step create Material master record(MM01) for Finished goods and Packing Material based on
the configuration done in the earlier steps.
Firstly define a FERT material code for Sales View having below data related to packaging.
As can be seen in above screen shots we have created a material TATA1 with Material Type FERT
and Material Group for Packaging Material as 0001- Yard Mgmt.
Now, create another Material master record(MM01) with Material Type VERP (packing), so that this
material could be used as a packing material in Deliveries.
Important information required for packing is shown in below:
Item Category Group (Sales: Organisation 2 tab)
Packing Material Data (Sales: General/Plant)
Packaging Material Type
Allowed Weight
Allowed Volume
As seen above we have created a packing material PACK1 with Item category group VERP,
Packaging Material Type 0001-Pallet and allowed packing weight as 200kg.
f) Maintain Packing Transaction Pro le
The configurations done from this step are specifically valid for Automatic packing in outbound
delivery.
In this step, you can modify the Packing Transaction Profiles using TCode OVHU2.
For each application, in which the packing transaction can be used, there is a packing transaction
profile. The profiles are set as standard in the system. You can change the descriptions and the
settings for each profile. However, you cannot create new profiles, delete existing ones, or change
the assignment of profile to application.
In our case we will use the transaction profile available for outbound delivery i.e. 0002- Outbound
Delivery.
In each profile, the following parameters are set:
display mode or change mode for HU proposals in the packing transaction
the procedure used to automatically determine packing instructions
whether the system expands packing instructions automatically when materials and
quantities are entered or changed
whether the system displays a selection dialog box in the automatic expansion process, so
that the user can select a packing instruction from those proposed by the system (main
packing instruction or alternative packing instruction)
whether the system takes into account rounding and minimum quantities in the automatic
expansion process
whether the system also takes into account alternative packing instructions in automatic
expansion, if the main packing instruction cannot pack the required quantity
The expansion strategy. This controls whether
o Everything is to be packed automatically, that is, the system creates HU proposals for
the complete quantity to be packed.
o Packages are to be created one at a time, that is, the system creates an HU proposal
for exactly one main handling unit.
the minimum packing status for packing instruction expansion
the HU status of the handling units created
The minimum packing status of HU proposals required to created HUs.
We have a Packing Instruction Determination Procedure ZSHIP1 assigned to the Packing
Transaction Profile of Outbound delivery. This procedure uses the condition technique to identify
Packing Instructions maintained as master data which will be discussed going ahead.
Also we have activated Start packing automatically, Respect Rounding Quantities and Respect
Alternate Packing Instructions. Pack Strategy is set to pack all delivery items.
g) Set up Condition Technique for Packing Instruction Determination:
In this step you can set up condition technique for the packing instruction determination procedure
i.e. ZSHIP1(assigned in the Outbound delivery Transaction Profile). You can set up Determination
procedure, Determination type, Access Sequence & Condition table.
You can create each of the components of the condition technique using below Tcodes:
Condition table – OFP8
Access Sequence –OFP2
Determination Type – OFP3
De ne Procedure – OFP4
I am not adding screenshots as this is done similar to any other condition technique setup.
h) Create packing master data – POP1
Once above SPRO configuration are done the only job remaining is to create packing master data.
Go to TCode POP1 and set up master data specifying what Material is to be packed and what is the
material that will be used to for packing.
In our case the master record is maintained as shown below.
TATA1 is the material to be packed while PACK1 is the packing material. In the above master data
set up I have specified that 1qty of PACK1 can be used to pack 4qtys of TATA1.
i) Maintain packing instruction determination record – POF1
The second master data that you need to maintain is how the packing instruction that was created
in the previous step would be determined.
This can be created using TCode POF1.
PFB the screenshot maintained in our case.
In the above screenshot you can see that I have maintained a record for Determination Type SHIP
in Procedure ZHSIP1. The condition table has the combination of Material & Ship-to party while
packing instruction number specified is 231 which we have created in the previous step.
This means that whenever Material TATA1 and Ship-to 4000401 combination occurs in delivery
type LF the packing instruction 231 would be identified by using Transaction pro le of outbound
delivery & Packing instruction procedure ZHSIP1. This will in turn pack the delivery items using
the material specified in packing instruction number 231.
Once you configure all of the above steps Automatic packing would be active in Delivery and
Handling Units would be automatically created based on the master data you have maintained.
Alert Moderator
26 Comments
You must be Logged on to comment or reply to a post.
Former Member
August 30, 2014 at 4:26 pm
Dear Kishore
Thank you very much kishore, for sharing such a great document
Rgd
Thomson
K P Post author
August 30, 2014 at 7:33 pm
Thank You , Thomson
Former Member
September 23, 2014 at 8:41 am
Very userful document.
K P Post author
Thank You, Harash.
Jose Antonio Martinez
September 1, 2014 at 12:49 pm
Thanks Kishor:
Really useful document
Regards
Jose Antonio
K P Post author
Thanks Jose. Such words motivate me to write more & share

on SCN.
Jose Antonio Martinez
That´s great, please continue sharing your knowledege
Jose Antonio
Pradeep Mani
Packing explained in great manner,with Screenshots.Keep sharing
Pradeep
Former Member
Dear K P
i’ve followed all the steps you clearly explain on this page but when i try to get
automatic packing in delivery two messages appears, one HUGENERAL and one
VHUPD, that tell me that “it isn’t possible to determine packing proposal in loop” and
“for the material i created there’s no packing instruction”.
When i run POP3 i can see the packing instruction i created and with POF 3 entering
the determination type and the material i can see the packing instruction associated.
I hope i’ve been clear enough.
Thank you very much
K P Post author
Hi Marco,
can you please elaborate a little more. A screenshot would help.
Thanks,
Kishor
Former Member
First of all thank you for your time.

I created the packing instruction (POP1):
The material “marco” is a packing material, the material “c002-10314” have to be

packed.
then i maintained packing instruction determination (POF1):
starting from an order (VA01) i create a delivery (VL01N) and when i try to auto pack
(crtl+F3) the following error appears:
“It wasn’t possible determine packing proposal data in loop HUGENERAL”

“For the material c002-314 any packing instruction was found VHUPD “
I did all the customizing steps you explained in your article but probably i made some
mistake.
Thank you for your being so helpful
K P Post author
Hi Marco,
Packing should automatically happen when you create delivery.
the packing materila should automatically populate as delivery line item.

You would not be required to click on any of the buttons to trigger
packing if you have set up the same way as i did.
Please check if you have assigned the correct Determination procedure

for packing instructions in Tcode OVHU2. Also check the this procedure
has the condition technique set up appropriatly in tcode OFP4 and

make sure you have maintained the record for the correct Condition
type (determination type) in POF1
Former Member
February 2, 2016 at 9:36 am
I know its a late addition to the post.
Marco, Just check the ItemRequirement field in OVLK. It should be 202.

I think, in your case, its 201 which stops addition of a line item in
delivery.
SAP.
Former Member
Hi kishor patil,
Thank you for sharing useful document for everyone,
K P Post author
Thank You Nagesh!!
Former Member
very useful document and very helpful person.

tank you for sharing
K P Post author
Thanks Marco.
I am glad that my SCN contribution helped you understand Auto-

packing Concepts.
Jobi Sebastian
October 17, 2014 at 7:13 am
Fantastic indeed. Such elaborate doc
You have shown great commitment and helping mentality
Thank you Kishore
K P Post author
October 17, 2014 at 12:51 pm
Thank You, Jobi. Your words are incredibly motivating!
Former Member
February 10, 2016 at 4:26 pm
Great info shared in a structured manner
Former Member
May 16, 2016 at 1:36 pm
Very useful Document. Thanks for sharing it.
Mehmet Ozgur Unal
June 15, 2016 at 10:24 am
Good presentation, waiting similiar one for HUM.
M.Ozgur Unal
Saurav Singh
March 22, 2017 at 11:08 am
Hi Kishore,
Thanks for sharing such a details documents,it really helps a lot for even a fresher to
understand from basic functionality of handling unit management to detail level.
Regards,
Pratik Parmar
Vinod Reddy
Hi Kishore,
Thanks for sharing the knowledge, time and patience in preparing the document. It
help me a lot.
Regards,
Vinod
Fendrianto Cornelis
Nicely done sir.
Thank you very much.
this document is helpful.
Krishna Peddu
Hi KP,
Thanks a lot for sharing the knowledge.
I have followed your steps and able to do the auto packing in the delivery.
I have one question.
In sales order , we can see the pricing determination analysis . Is there a way to
check determination analysis for automatic packing as well in the delivery . ?
Thanks,
Share & Follow
Privacy Terms of Use
Legal Disclosure Copyright
Trademark Cookie Preferences
Sitemap Newsletter

Configuring Automatic Packing in Outbound Delivery - SAP Blogs

Încărcat de

Informații document

Titlu original

Drepturi de autor

Formate disponibile

Partajați acest document

Partajați sau inserați document

Opțiuni de partajare

Vi se pare util acest document?

Este necorespunzător acest conținut?

Drepturi de autor:

Formate disponibile

Configuring Automatic Packing in Outbound Delivery - SAP Blogs

Încărcat de

Drepturi de autor:

Formate disponibile

12/10/2018 Configuring Automatic packing in Outbound Delivery | SAP Blogs

Configuring Automatic packing in Outbound

SD (Sales and Distribution)

Con guration for Automatic packing in Outbound Delivery

together is called the Handling Unit.

handling unit into another packing material is called Multi-level packing.

The packing function is available in:

Orders (as Packing Instructions)

how automatic packing is configured for outbound delivery.

b) De ne Packaging material type- VHAR

c) De ne Material Group for Packaging – VEGR

d) De ne Allowed Packing Material – VHZU

e) De ne Material Master Data – MM01

g) Set up Condition Technique for Packing Instruction Determination

h) Create Packing Master Data – POP1

i) Maintain Packing Instruction Determination Master Data – POF1

a) Activate delivery type with Automatic Packing

Before moving further lets understand below mentioned SAP terminologies

Material – A product in outbound delivery that requires packing.

b) De ne Packaging material types

an important role in setting up a packing material master record.

screenshot for the same.

For packing material type you can set up

Packaging material category (whether packaging material, transport equipment, means of

transport or Auxiliary packaging material)

Define Output procedure and Output type.

Handling Unit type

c) De ne Material Group for Packaging Material

d) De ne allowed packaging material

packaging materials are allowed for packing a delivery item.

eligibility of the packaging material. These materials can always be packed.

e) De ne Material Master Data (Finished goods and Packing Material)

the configuration done in the earlier steps.

and Material Group for Packaging Material as 0001- Yard Mgmt.

material could be used as a packing material in Deliveries.

Important information required for packing is shown in below:

Item Category Group (Sales: Organisation 2 tab)

Packing Material Data (Sales: General/Plant)

Packaging Material Type

Packaging Material Type 0001-Pallet and allowed packing weight as 200kg.

f) Maintain Packing Transaction Pro le

the assignment of profile to application.

In each profile, the following parameters are set:

display mode or change mode for HU proposals in the packing transaction

the procedure used to automatically determine packing instructions

quantities are entered or changed

packing instruction or alternative packing instruction)

The expansion strategy. This controls whether

the complete quantity to be packed.

for exactly one main handling unit.

the minimum packing status for packing instruction expansion

the HU status of the handling units created

The minimum packing status of HU proposals required to created HUs.

We have a Packing Instruction Determination Procedure ZSHIP1 assigned to the Packing

g) Set up Condition Technique for Packing Instruction Determination:

procedure, Determination type, Access Sequence & Condition table.

Condition table – OFP8

Access Sequence –OFP2

Determination Type – OFP3

h) Create packing master data – POP1

material that will be used to for packing.

In our case the master record is maintained as shown below.

i) Maintain packing instruction determination record – POF1