Create Shipment—Exercises

Basic Data Setup

Purpose: The purpose of this exercise is to create stored sales parts with freight information and receive them into inventory in order to use them as complementary parts. 

Enter Customer

Windows:
Customer

1. Enter C.S.C. Cape Town as customer with XX1030 as Customer No.

General exercise for Customer  

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

1. Enter two different Sales Parts.
   Street Car with XX18-304 as Sales Part No
   Engine 1600 with XX20-100 as Sales Part No
2. Create relevant Inventory Location.
3. Create corresponding Inventory Parts
4. Receive a sufficient number of parts into stock.

General exercise for Sales Part

General exercise for Inventory Locations

General exercise for Purchased Inventory Part

General exercise for Receive Inventory Part

Required Data

Entering Customer Order

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer
Customer Order

1. Open the customer C.S.C. Cape Town (XX1030) and open the Address tab and set Shipment Creation to No Automatic Creation for the default delivery address
2. Enter a customer order with C.S.C. Cape Town (XX1030) as customer and wanted delivery date in a month's time. The order type should be NO, and you should use your User ID as the coordinator. Note the order number:_______.

3. Enter two order line with 5 pcs each of the sales part Street Car (XX18-304).

4. Repeate step 2 above to create a second order. Note the order number:_______.

5. Enter two order line with 3 pcs each of the sales part Engine 1600 (XX20-100).

General exercise for Customer  

General exercise for Entering Customer Order

Main Exercises

Create Shipment Manually

Purpose: The purpose of this lesson is to familiarize you with the functionality for creating Shipments manually

Windows:
Shipment

1. Release your order.
2. Open the Shipment window. Press New and enter your customer and site, save.
3. Open the Availeble Order Lines  tab and search for your orders.
4. Select your orders and right click, then click, Connect to Shipment
5. Open the Connected Order Lines  tab to view your connected orders.

Create Shipment Automatically

Purpose: The purpose of this lesson is to familiarize you with the functionality for creating Shipments automatically.

Windows:
Shipment
Shipment Order Lines

1. Open the customer C.S.C. Cape Town (XX1030) and open the Address tab and set Shipment Creation to Add to Existing Shipment at Order Release for the default delivery address.
2. Follow the instructions in Entering Customer Order to Create two new customer orders.
3. Release both orders.
4. Open the Shipment Order Lines window and search for your orders.
5. Select all of the lines and right click, then click, Shipment
6. The Shipment window opens and you can view your automatically created shipment.

Note: By selecting Add to Existing Shipment at Order Release as the option for Shipment Creation you automatically created a new shipment when releasing the first customer order. When the second order was released the lines was added to the already created shipment.

1. Open the customer C.S.C. Cape Town (XX1030) and open the Address tab and set Shipment Creation to Create New Shipment at Order Release for the default delivery address.
2. Follow the instructions in Entering Customer Order to Create two new customer orders.
3. Release both orders.
4. Open the Shipment Order Lines window and search for your orders.
5. Select all of the lines and right click, then click, Shipment
6. The Shipment window opens and you can view your automatically created shipments.

Note: By selecting Create New Shipment at Order Release as the option for Shipment Creation you automatically created a new shipment when releasing the first customer order. The lines from the first order were automatically connected to the shipment. When the second order was released another shipment was created and the lines from the second order automatically connected to it.

Automatic Shipment Creation and Handling

Purpose: The purpose of this exercise is to introduce you to how a Shipment can be automatically created and processed.

Prerequisites: The order line should have the Shipment Creation option as Create New Shipment at Order Release which can be defaulted from the Customer/Address/Order Address Info tab to the customer order header and to the customer order line.

Windows:
Customer/Address/Order Address Info

Windows:
Customer Order
Shipment Order Lines
Shipment

Steps: To complete this exercise, perform the following steps.

1. Open the Customer Order window, and create a new record.
2. Enter the customer C.S.C. Cape Town, either manually or using the List of Values.
3. Enter a wanted delivery date within a week from today (the date in the header will become the default date for all order lines).
4. Enter the order type NO.
5. Select coordinator from the List of Values.
6. Save your changes and note the order number: _______________.
7. Click the Order Lines tab, and create a new order line.
8. Enter the sales part Street Car and the sales quantity 6 pcs.
9. Save your changes.
10. In the order header, right-click and then click Release. Then click OK in the window that appears.
    
    When releasing the order a Shipment has been automatically created for you and the order line has been automatically connected to the Shipment.
     
11. Open the Shipment Order Lines window and query for the Order you created above.
12. Mark your Shipment, right-click and then click Shipment
13. In the header of the Shipment, right-click and then click Finalize Shipment. Then click OK in the window that appears.

    The operation Finalize Shipment will execute everything that can be further done with the Shipment lines, which includes reserving, picking and delivering the applicable quantities that have not yet been manually reserved and picked.