Automatic creation of Packaging Delivery item from Handling Unit Packaging Material

Handling Units essentially consists of one or More Packaging Material (Boxes, Cartons, Pallets,
Container etc) and Items that are to be Packed so that their Handling becomes easier and
Convenient.

The Packaging Materials used for Packaging Goods also contribute a significant portion of the
Overall Delivery Cost and considering this a Business Requirement can arise to Charge the
Customer with the cost of the Packaging items used in Packaging of Goods that are to be delivered
against a Particular Customer Order.

In certain cases, it may be required to get back the Packaging Materials example Containers etc(
Returnable Packaging Materials) after the Delivery has been made at the Customer Location.

In view of above Business Requirement, I will be explaining how we can automatically generate a
Line Item in the Sales Order Delivery for the Packaging Material especially Load Carrier used in
making up the Handling Unit.

Lets Begin..
I have created below Sales Order for Sales Area: 1000/10/US against Customer: 1046000 and
Material: 003900954 ( Bottle )

Before I go on to Create a Delivery against the Sales Order, let me show you some of the Important
configuration i have done in below highlighted SPRO Node below:
The Delivery Type that is going to be triggered is of type LF. I have the Item Requirement Routine
setup as 202 (Order w.independent item). Also make sure the Two fields which represent Automatic
Packaging and Generate Packaging Line Item are turned ON.
Note: Packaging Materials have Gen Item Category Group in Material Master maintained as either
VERP for Normal Packaging Item and LEIH for Returnable Packaging Material.
Make below Highlighted Entries for Delivery Type-Item Category Group and Item Usage PACK.
For Materials with Gen Item Category Group VERP assign Item Category Group HUPM while
for Materials with Gen Item Category Group LEIH assign Item Category Group TAL.
For automatic creation of Handling Unit, you would need to set up the Packaging Instruction in
Transaction: POP1

Here 256 Bottles are to Packed in One Pallet as shown below.

Create the Condition Record for Automatic determination of Packaging Instruction in Transaction:
POF1 for Determination Type: SHIP.

I have maintained below Condition Record for the Combination of Material and Ship To party of
Sales Order.

Also Note: For the Packaging Material Pallet of the Handling Unit you have to extend the Material
master for Sales Area 1000/10/US of the Sales Order. In short you need to make sure all necessary
Master data for creating a Sales Order for the Packaging Material needs to be maintained so that we
dont face any issues when creating the Delivery Item against the Sales Order Created.
Lets now move on to create the Delivery for the Sales Order in below Step.
You can see that a Line Item for the Packaging material PALLET is created for a Qty of 1 is
created with Delivery Item Category HUPM based on our initial Configuration.

The Handling Unit is created automatically which can be seen below:

Now you can save Your Delivery Successfully.