Work with outbound shipments, Headers, Shipment sequence (DIR36001)

Related topics

• About working with outbound shipments
• About the container handling functionality
• About working with sales order fees
• Setting up the route restriction functionality
• Shipment preparation process

This panel displays all existing shipments. These simplify the transportation of goods by co-ordinating deliveries of different order lines out of the same warehouse. If you do not want to use this function, transport notes can be printed for individual sales orders via the Print transport note program.

After orders have been consolidated for transport, the following documents can be printed via this routine (note that if you are using the Shipment type functionality, then some of these documents can be automatically printed when a shipment is closed or updated as shipped, if specified for the shipment type):

• pick lists
• freight documents
• transport notes
• shipment documents
• labels

You may also:

• confirm pick lists
• request shipment printouts
• report packaging

Order lines are manually assigned to shipments:

• in this program via the Select lines function,
• via the Order assignment functionality, or
• in the Work with unattached lines routine.

Order lines are automatically assigned to shipments:

• via the Work with route list program which is part of the Shipment preparation process.

Diverting dispatches to another warehouse

There are some very rare – and very costly – situations which would require dispatches from a particular warehouse to be stopped. To help minimize your losses and keep up your customer service, there is a functionality on this panel which allows the shipments and sales orders to be diverted to another warehouse.

More information:

Options

Function keys

Selection fields

M

Set this field to YES to only view shipments that were created manually. Set it to NO to only view shipments that were created automatically by the system.

Shipment

This column lists all of the outbound shipment numbers that exist in the system.

Description

This column displays the description of the shipment.

Handler

This column displays a code from the Signature table identifying the employee responsible for the transaction.

Manual

This column denotes if the outbound shipment was created manually or was automatically generated, but has been manually changed.

Dispatch date

This column displays the date that the goods will be dispatch to your customer.

Dispatch time

This column displays the dispatch time.

Status

This column denotes the status of the transaction.

Statuses include:

Status	Indicating that the shipment is:
10	Open
45	Closed
60	Shipped

Warehouse

This column displays the warehouse from which the shipment will be dispatched.

Route

This column displays the delivery route defined for the shipment.

Departure

This column denotes the point of departure of the route.

Cut-off date

This column displays the cut-off day. Orders placed on this day, after the cut-off time, will be bumped up to a later shipment.

Cut-off time

This column displays the cut-off time. Orders placed after this time, on the cut-off date, will be bumped up to a later shipment.

Shipment type

This column displays the shipment type, which holds default values and automatic actions that should take place when a shipment is closed or updated as shipped.

MOT

This column displays a code from the Manner of transports table to denote how the goods will be transported to your customer.

Shipping agent

This column displays the shipping agent for the shipment.

Vehicle

This column displays a code from the Vehicles table denoting the vehicle that will be used to transport the goods to your customer.

Driver

This column displays a code from the Drivers table denoting the driver of the vehicle that will be used to transport the goods.

Accumulated weight

This column displays the accumulated weight of the vehicle’s contents.

Maximum weight

This column displays the maximum weight capacity that the vehicle transporting the goods can handle.

Filling rate % weight

This column displays the percentage of the filling rate (accumulated weight) of the vehicle content. The accumulated weight is the total weight of the sales order lines that are assigned to the shipment. This indicates how much of the vehicle’s capacity is filled and how much is remaining. This value has been derived by the following calculation:

Accumulated weight / maximum weight

Accumulated volume

This column displays the accumulated volume capacity of the vehicle’s contents.

Maximum volume

This column displays the maximum volume capacity that the vehicle transporting the goods can handle. This value is retrieved from the Vehicles table.

Filling rate % volume

This column displays the percentage of the filling rate (accumulated volume) of the vehicle content. The accumulated volume is the total volume of the sales order lines that are assigned to the shipment. This indicates how much of the vehicle’s capacity is filled and how much is remaining. This value has been derived by the following calculation:

Accumulated volume / maximum volume

No of containers simulated

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. If the warehouse for the container was set up for container simulation, this column displays the number of simulated containers for the shipment (i.e. how many containers the sales order will require for the shipment).

No of containers assigned

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. This column displays the number of assigned containers for the shipment.

No of containers confirmed

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. This column displays the number of containers that have been confirmed for the shipment.

Total weight of simulated

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. If the warehouse for the container was set up for container simulation, this column displays the total weight for the simulated containers.

Total weight of assigned

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. This column displays the total weight for the assigned containers.

Total weight of confirmed

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. This column displays the total weight for the confirmed containers.

Total volume of simulated

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. If the warehouse for the container was set up for container simulation, this column displays the total volume for the simulated containers.

Total volume of assigned

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. This column displays the total volume for the assigned containers.

Total volume of confirmed

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. This column displays the total volume for the confirmed containers.

Number of scheduled lines

This column displays the number of scheduled lines for the shipment.

No of containers PQC await

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. If the item/warehouse for the container was set up for Pick quality control confirmation, this column displays the number of containers waiting for PQC (pick quality control) confirmation.

No of containers finished

This column is only available to display via the Edit columns feature if the CONTAINR (Container handling) function is activated in the Function control file. This column displays the containers that are ready for dispatch, i.e. they are confirmed.

Minimum value

This column displays the minimum value of the shipment. Amount is displayed in system currency.

Maximum value

This column displays the maximum value of the shipment. Amount is displayed in system currency.

Accumulated value

This column displays the accumulated value of the shipment. Amount in system currency.

Filling rate % value

This column displays the percentage of the filling rate (accumulated value) of the vehicle content. The accumulated value is the total value of the sales order lines that are assigned to the shipment. This specifies how much of the vehicle’s (value) capacity is filled and how much is remaining.

No of customers

This column displays the number of customer dispatch addresses that have destinations that are valid for the route connected to the outbound shipment. This value indicates the maximum number of different addresses that are likely to end up on the shipment.

Customers with placed orders

This column displays the number of customers that currently have orders assigned to the outbound shipment. This value indicates the number of different dispatch addresses (of those indicated in column Custom) that are attached to the shipment at this moment.

Lines with status < 30

This column displays the number of sales order lines with status less than 30 for the orders assigned to the shipment.

Lines with status = 30

This column displays the number of sales order lines with status equal to 30 for the orders assigned to the shipment.

Lines with status > 30

This column displays the number of sales order lines with status greater than 30 for the orders assigned to the shipment.

Held order

This column denotes if the shipment includes held sales orders or held sales order lines.

Work with outbound shipments, Shipment header (DIR36004)

Related topics

This panel displays header detail information of the selected outbound shipment.

If a shipment type is defined on the shipment header (in the Shipm type field), then default values from the shipment type are retrieved to this panel when you click OK to update.

Function keys

Shipment number

Note: If a value is not entered in this field, the system will automatically assign a new shipment number.

Shipm type

Enter a code from the Shipment types table. Note: If this outbound shipment is manually created and a default warehouse exists for your user profile, and that warehouse is specified with a shipment type, then the shipment type is defaulted from the warehouse. The field can be changed.

Route

This value is defaulted from the Routes table if this shipment was automatically created from a route plan in the Work with route list program. Indicates the delivery route that was defined for this shipment.

Status

Indicates the status of the transaction.

Permitted values are:

Status	Indicating that the shipment is:
10	Open
45	Closed
60	Shipped

Warehouse

Enter the warehouse that the shipments will be dispatched from. Note: If this outbound shipment is manually created, then a default warehouse is retrieved from your user profile, if defined. The field can be changed.

Cut-off date

Enter order cut-off day. Orders placed on this day – after the cut-off time – will be bumped up to a later shipment. Note: If, for example, both the cut-off day and departure day is on a Wednesday, then the cut-off and departure day will be on the same Wednesday and not the following one.

Cut-off time

Enter the order entry cut-off time. Orders placed after this time will be bumped up to a later shipment.

Loading loc

Enter the warehouse loading location.

Pick rel day

This value is defaulted from the Routes table (if it was defined there) and if this shipment was automatically created from a route plan in the Work with route list program. This is an optional entry. Enter/change the pick release day denoting what day of the week the pick list is allowed to be printed. This functionality is used to prevent pick lists from being printed too early for outbound shipments. It allows you to keep the orders open as long as possible should you need to change the quantity or add more lines and gives you the space and time to do the picking to make the departure date.

Pick rel tim

This value is defaulted from the Routes table (if it was defined there) and if this shipment was automatically created from a route plan in the Work with route list program. This is an optional entry. Enter/change the pick release time denoting what time of the day the pick list is allowed to be printed. This functionality is used to prevent pick lists from being printed too early for outbound shipments. It allows you to keep the orders open as long as possible should you need to change the quantity or add more lines and gives you the space and time to do the picking to make the departure date.

Today’s date is defaulted, but can be changed.

Disp time

Enter the dispatch time.

Handler

Displays a code from the Signature table identifying the employee responsible for the transaction. The handler is defaulted from your user profile, but can be changed.

Manner of transport

Enter a code from the Manner of transports table to indicate how the goods will be transported to your customer.

Note: If this outbound shipment is manually created and a shipment type is specified for the shipment, then a default manner of transport is retrieved from the shipment type, if a default is defined. The field is mandatory, if it is defined as mandatory for the shipment type.

Shipping agent

Note: If this outbound shipment is manually created and a shipment type is specified for the shipment, then a default shipping agent is retrieved from the shipment type, if a default is defined. The field is mandatory, if it is defined as mandatory for the shipment type.

Vehicle

Enter a code from the Vehicles table to indicate the vehicle that will be used to transport the goods to your customer.

Note: If this outbound shipment is manually created and a shipment type is specified for the shipment, then a default vehicle is retrieved from the shipment type, if a default is defined. The field is mandatory, if it is defined as mandatory for the shipment type.

Driver

Enter a code from the Drivers table to indicate the driver of the vehicle that will be used to transport the goods. Note: If this outbound shipment is manually created and a shipment type is specified for the shipment, then the field is mandatory, if defined as mandatory for the shipment type. See Shipment type creation defaults for more information.

Weight (measurement)

Indicates the unit used by your company for measuring weight. This value is defined in the DIS control file. For example: If your company uses the metric system the (KG) value will appear in this heading.

Maximum

Enter the maximum weight capacity that the vehicle transporting the goods can handle. If a value is not entered the system will default the value that has been pre-established for this vehicle in the Vehicles table.

Accumulated

Indicates the accumulated value of vehicle’s contents. This is the total weight of all sales order lines that have been assigned to this shipment.

Filling rate

Indicates the percentage of the filling rate (accumulated weight) of the vehicle content. The accumulated weight is the total weight of the sales order lines that are assigned to the shipment. This specifies how much of the vehicle’s capacity is filled and how much is remaining. This value has been derived by the following calculation:

Accumulated weight / maximum weight

Volume (measurement)

Indicates the unit used by your company for measuring volume. This value is defined in the DIS control file. For example: If your company uses the metric system the (M3) value will appear in this heading.

Maximum

Enter the maximum volume capacity that the vehicle transporting the goods can handle. If a value is not entered the system will default the value that has been pre-established for this vehicle in the Vehicles table.

Accumulated

Indicates the accumulated value of the vehicle’s contents. This is the total volume of all sales order lines that have been assigned to this shipment.

Filling rate

Indicates the percentage of the filling rate (accumulated volume) of the vehicle content. The accumulated volume is the total volume of the sales order lines that are assigned to the shipment. This specifies how much of the vehicle’s capacity is filled and how much is remaining. This value has been derived by the following calculation:

Accumulated volume / maximum volume

Value (currency)

Indicates the value of the shipment in system currency.

Minimum

Enter the minimum value that the shipment can have. If a value is not entered, then the system will default the information that was pre-established for this vehicle in the Vehicles table.

Maximum

Enter the maximum value that the shipment can have. If a value is not entered, then the system will default the information that was pre-established for this vehicle in the Vehicles table.

Accumulated

Indicates the accumulated value of the vehicle’s contents. This is the total value of all sales order lines that have been assigned to this shipment.

Filling rate

Indicates the percentage of the filling rate (accumulated value) of the vehicle content. The accumulated value is the total value of the sales order lines that are assigned to the shipment. This specifies how much of the vehicle’s (value) capacity is filled and how much is remaining. This value has been derived by the following calculation:

Accumulated value / maximum value

Created by

Identifies the employee that created the transaction.

Created date

Indicates the date that the transaction was created.

Shipped date

Indicates the date that the shipment was dispatched.

Shipped time

Indicates the time that the shipment was dispatched.

Work with outbound shipment, Deletion (DIR36008)

Related topics

Work with outbound shipments, More selections (DIR36011)

Related topics

This panel is an advanced search tool that will provide access to all of the information in the route lists. Use it to find any shipments that you would like to work with. The more information that you enter on this panel, the narrower your search result will be. Once you have defined your search criteria click OK. The system will display only those records that match your selection criteria.

Function keys

Selection

Shipment

Enter one or several shipment numbers. The system will retrieve the specified numbers.

Description

Enter a description to select the shipments that have a matching description.

Shipment type

Enter a code from the Shipment types table to select shipments which are defined with this type.

Handler

Enter an employee code from the Signature table. The system will select shipments which have that employee defined as a handler.

Manually created

Set this field to YES to select only the shipments that were manually created. Set it to NO to select shipments that were generated automatically.

Dispatch date

Enter a range of dispatch dates to select shipments that were dispatched on those dates.

Status

Enter a range of statuses to select shipments that are within this range.

Permitted values are:

Status	Indicating that the shipment is:
10	Open
45	Closed
60	Shipped

Warehouse

Enter a warehouse code(s) from the Warehouses table to select shipments dispatched from this location.

Manner of transport

Enter a code from the Manner of transports table to select shipments that use this method of transport.

Vehicle

Enter a code from the Vehicles table to select shipments that use this particular vehicle for the method of transport.

Driver

Enter a code from the Drivers table to select shipments that have been assigned to this particular driver.

Shipping agent

Enter a code from the Shipping agents table to select the shipments attributed to this external company.

Route

Enter a code from the Routes table to select shipments dispatched along this route.

Customer

Enter a code(s) from the Business partner file to select shipments dispatched to this customer.

Work with outbound shipments, More selections (DIR36012)

Related topics

This panel is an advanced search tool that will provide access to all of the information in the route lists. Use it to find any shipments that you would like to work with. The more information that you enter on this screen the narrower your search result will be. Once you have defined your search criteria click OK. The system will display only those records that match your selection criteria.

Function keys

Selection

Order number

Enter a sales/service order number. The system will select the shipments that contain their sales/service order lines.

Pick consolidation

Enter a pick consolidation number. The system will select the shipments they are contained in.

Pick list

Enter a pick list number. The system will select the shipments that contain the sales order lines detailed on the pick list.

Transport note

Enter a transport note number. The system will retrieve all shipments pertaining to it.

Max weight exceeded

Set this field to YES to select the outbound shipments whose accumulated weight exceeds the maximum weight allowed. Set it to NO to only select shipments whose accumulated weight is less than (or equal to) the maximum weight allowed. Note: If a value is entered in this field, all outbound shipments that are set to be dispatched on vehicles that do not have a maximum weight defined (in the Vehicles table) will be excluded from the search.

Max volume exceeded

Set this field to YES to select the outbound shipments whose accumulated volume exceeds the maximum volume allowed. Set it to NO to only select shipments whose accumulated volume is less than (or equal to) the maximum volume allowed. Note: If a value is entered in this field, all outbound shipments that are set to be dispatched on vehicles that do not have a maximum volume defined (in the Vehicles table) will be excluded from the search.

Max value exceeded

Set this field to YES to select the outbound shipments whose accumulated value exceeds the maximum value allowed. Set it to NO to only select shipments whose accumulated value is less than (or equal to) the maximum value allowed. Note: If a value is entered in this field, all outbound shipments that are set to be dispatched on vehicles that do not have a maximum value defined (in the Vehicles table) will be excluded from the search.

Profitable

Indicates if shipments that are profitable or non-profitable should be selected.

Customer purch order

Enter a customer purchase order number. Only those shipments that relate to the entered CPO will apply. See Processing a CPO for more information.

Work with outbound shipments, Shipment additional fees (DIR36013)

Related topics

On this panel additional fees are defined for the shipment.

The different types of fees are:

• freight
• insurance
• postage

These fees will be distributed down via an allocation method: these define how the fees will be distributed among the goods being delivered in the shipment. The fees will then be added to the invoice.

The different types of allocation methods are:

• weight
• volume
• quantity
• line value

Function keys

Shipment number

Freight

Enter the freight fee.

Allocation method

Enter the method used for distributing the freight fee across the shipment lines.

Permitted values are:

Allocation method	Description
GV	Gross Volume
GW	Gross Weight
NV	Net Volume
NW	Net Weight
VA	Line value
QT	Quantity

Postage

Enter the postage fee.

Allocation method

Enter the method used for distributing the postage fee across the shipment lines.

Permitted values are:

Allocation method	Description
GV	Gross Volume
GW	Gross Weight
NV	Net Volume
NW	Net Weight
VA	Line value
QT	Quantity
VA	Net Value

Insurance

Enter the insurance fee.

Allocation method

Enter the method used for distributing the insurance fee across the shipment lines.

Permitted values are:

Allocation method	Description
GV	Gross Volume
GW	Gross Weight
NV	Net Volume
NW	Net Weight
VA	Line value
QT	Quantity

Insurance %

Enter the insurance % fee. Note: A value can only be entered in this field if a fee has not been defined in the Insurance parameter (above).

Invoiced fees

Values are only displayed in the fields below if any lines with distributed fees (attached to the shipment) have been invoiced. Indicates the total invoice fees of the shipment.

Freight

Indicates the total freight fee that was invoiced for this shipment.

Postage

Indicates the total postage fee that was invoiced for this shipment.

Insurance

Indicates the total insurance fee that was invoiced for this shipment.

Work with outbound shipment, Close (DIR36014)

Related topics

This panel displays all the shipments that you selected to close. Click OK to close the shipments. Click Back to cancel.

Work with outbound shipment, Ship (DIR36017)

Related topics

This panel displays all the shipments that you selected as ready to be shipped. Click OK to confirm the shipment. Click Back to cancel.

Shipment

Ship dat

Enter the shipment date.

Time

Enter the shipment time.

Work with outbound shipments, Warehouse diversion (DIR36020)

Related topics

This is the warehouse diversion confirmation panel. All of the dispatches that you selected to divert to another warehouse are displayed on this panel.

Enter the warehouse that you wish to divert the dispatches to and click OK to confirm or Back to cancel.

Function keys

Shipment

Time

Indicates the dispatch time.

From whs

Indicates the warehouse that the dispatches are diverted from.

To whs

Enter the warehouse that the dispatches must be diverted to.