Minimum Version Required: 25.02
Steps
Issues with palletization of an invoice can be caused by many different things. A couple of requirements in order to palletize a product on an invoice is that the product has dimensions on the Product record. Those fields are Height, Width and Length and it is okay if those fields are blank which means the system will take what is on the Package but they cannot be 0. Also a Product Pick Type is required and that is brought through the Product Type on the Product record or set on the Inventory record for the Product. If an error message appears that is confusing without progressing to the next screen it could be because the fields Cases per Pallet or Cases Per Layer on the Purchase Transactions of the Products being palletized or the Product record itself are 0. These fields cannot be 0 they must be blank or the correct value (those fields on the Purchase Transactions can be blank so the system will then look at those fields on the Product record).
A common error message that comes up when trying to palletize an invoice that prevents the palletization is below:
Warning:
The system could not apply Pick Rules to the following Products because current Bin Inventory does not exist, is inactive, OR does not have Pick Rules.
This will cause routes to be less than 100% printed and confirmed.
FIX:
1. Do an inventory count for the Product's current Bin Inventory
2. add a new Pick Rule for the Product's current Bin Inventory
3. Please run 'Apply Pick Rules' again.
If all 3 of the options are checked and confirmed to not be stopping the products listed from palletizing, the next thing is to check the Invoice Transaction records for the invoice and products listed and the field Purchase Trans ID Locked. If the field Purchase Trans ID Locked = Purchase Trans Assigned, Encompass will need to get involved to edit those to “No”. Then palletization should proceed.