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.
What can be diverted?
You can divert entire outbound shipments; multiple orders that are bound to the same shipment address; or just a few select shipment or sales order lines. In essence, any sales order/shipment line that has not been included in the pick process can be safely diverted to another warehouse.
How to divert shipments
- Select the outbound shipments that you want to divert and click Warehouse diversion on this panel.
- All of the shipment lines that you selected to divert will then be displayed on the Warehouse diversion confirmation panel.
- On that panel you specify which warehouse the shipments are to be diverted to.
- Click OK to divert shipment or Back to cancel.
Options
Note: Some of the options described below will not be available in Enquiry mode.
Lines | Select this option to view/work with shipment lines. |
Orders | Select this option to view/work with assigned orders for the shipment. |
Addresses | Select this option to view/work with addresses. |
Pick list | Select this option to print a pick list(s) for the shipment. |
Freight doc | Select this option to print a Freight document(s) for the shipment. |
Transp note | Select this option to print a Transport note(s) for the shipment. |
Shipping doc | Select this option to print a Shipping document(s) for the shipment. |
Labels | Select this option to print labels for the shipment. |
Confirm pick | Select this option to confirm the pick list(s) for the shipment. |
Pack reporting | Select this option to report the packaging used in the shipment. |
Close | Select this option to close the shipment. Note: Once the shipment is closed, the shipment status will be changed to 45. |
Ship | Select this option to confirm the shipment. To confirm a shipment the status of the assigned order lines must be 45 or higher. Note: If a shipment type defined for automatic print of transport notes is specified on the outbound shipment, then the status of the assigned order lines can be 40. Note: If mandatory information for the shipment header is missing, then you must enter the missing parameters before you can confirm the shipment. |
Shipment printout | Select this option to generate a shipment printout. |
Selection parameters | Not allowed for outbound shipments that have a shipment type marked for order assignment. Select this option to access the More selections panel. |
Invoicing | Select this option if you wish to invoice the Outbound shipment line. |
Fees | Select this option to define additional fees for the shipment. |
Warehouse diversion | Select this option to divert outbound shipments to another warehouse. |
Order assign | Only allowed for manually created outbound shipments with a shipment type defined for Order assignment. Select this option to assign either sales orders or pick lists to the shipment. |
Move | Select this option to move a shipment line to another shipment. |
Restrictions | Select this option to access the Route restrictions panel where you can attach (or detach) a route restriction group, holding the items that are not to be delivered on the outbound shipment. The restriction will also apply for all customers (delivery addresses) for the shipment. |
Container overview | This option is only displayed if the CONTAINR (Container handling) function is activated in the Function control file. Select this option to access the Work with containers panel where you can view the information for the container as well as confirm the container, re-print the pick list, print the container pick labels for the individual items and view the logged entries for the container. |
Container simulation | This option is only displayed if the CONTAINR (Container handling) function is activated in the Function control file. If the warehouse for the container was set up for manual container simulation select this option to simulate how many containers the sales order will require for the shipment, (or if the item can be put in an existing container). |
Function keys
Note: Some of the function keys described below will not be available in Enquiry mode.
Change sequence | Toggle between, and change, the sequence in which information for the records on this panel are listed. |
More selections | Perform an advanced search of the records displayed on this panel. |
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.
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)
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
Accumulate | Calculate the accumulated weight, volume and value of all the sales order lines included in this shipment. Note: This function key is only displayed if sales order lines are attached to your shipment. |
Re-open | This function key is only displayed for shipments that are at status 45. Re-open a closed shipment. The shipment status will be set back to status 10. |
Order assignment | Not displayed in enquiry mode. Only allowed if this outbound shipment is manually created and has a shipment type defined for Order assignment. Assign either sales order lines or pick list lines to the shipment. |
- 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.
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)
Work with outbound shipments, More selections (DIR36011)
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
Enter your selection criteria in the fields below. You may enter information in as many fields as you wish.
- 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.
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)
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
Enter your selection criteria in the fields below. You may enter information in as many fields as you wish.
- 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)
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
Delete fees | Delete all fees entered in the input fields on the panel. |
- Shipment number
- Freight
- Enter the freight fee.
- Allocation method
- Enter the method used for distributing the freight fee across the shipment lines.
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.
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.
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)
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)
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)
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
Repeat to whs | If you entered a warehouse code in the To whs field, then click this function key to automatically repeat the entry into all of the fields. |
- 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.