Handling Shipment—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Purpose: The purpose of this exercise is to create stored sales parts 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 Enter Customer  

Create Stored Sales Parts

Windows:
Sales Part
Sales Part/Freight Information
Package Type
Pallet Types
 Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter two different Sales Parts. Street Car with XX18-304 as Sales Part No and Engine 1600 with XX20-100 as Sales Part No
  2. Enter a Package Type XX for your Sales Parts in the tab Freight Information. Use a package type that has a default Pallet Type. Also enter a Proposed Parcel Quantity 
  3. Create relevant Inventory Location. Create at least one shipment inventory location.
  4. Create corresponding Inventory Parts
  5. Receive a sufficient number of parts into stock.

General exercise for Sales Part

General exercise for Package Types

General exercise for Pallet Types

General exercise for Inventory Locations

General exercise for Purchased Inventory Part

General exercise for Receive Inventory Part

Sales Charge Group

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

Windows:
Sales Basic Data/Sales Charge Groups

  1. Enter relevant sales charge group(s), e.g. XXFREIGHT.

General exercise for Sales Charge Groups

Sales Charge Type

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

Windows:
Sales Basic Data/Sales Charge Groups

  1. Enter relevant sales charge type(s), e.g. XXAIR, XXTRUCK, or XXSEA.

General exercise for Sales Charge Types

Required Data

Entering Customer Order

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

  1. Open the customer C.S.C. Cape Town (XX1030)
  2. Open the Address/Order Address Info tab and set Shipment Creation to No Automatic Creation for the default delivery address
  3. 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:_______.

  4. Enter one order line with 5 pcs of the sales part Street Car (XX18-304).

  5. Repeat step 3 above to create a second order. Note the order number:_______.

  6. Enter one order line with 5 pcs of the sales part Engine 1600 (XX20-100).

  7. Release both customer orders.

General exercise for Customer  

General exercise for Entering Customer Order

Create a Shipment

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

Windows:
Shipment

  1. Open the Shipment window. Press New and enter your customer and site, save. Note the shipment ID:_____
  2. Open the Available Order Lines tab and search for your orders.
  3. Select your orders and right click, then click Connect to Shipment
     

General exercise for Customer  

General exercise for Entering Customer Order

Main Exercises

Add/Remove Order Lines

Purpose: Remove order lines from a shipment and then re connecting them.

Windows:
Shipment

  1. Open the Shipment window and search for your shipment.
  2. Open the Connected Order Lines tab and mark one of the connected order lines.
  3. Remove the order line from the shipment by using Remove (F7).
  4. Save your changes.

Note: You have now removed your order line from the shipment. In order to include the line on the shipment again you need to connect it again. Follow the steps below to do so.

  1. Open the Available Order Lines tab and search for your orders.
  2. Select your order line and right click, then click Connect to Shipment
  3. Reserve the shipment by using the Reserve option in the Operations menu or the right mouse button menu.
  4. Create a pick list for your shipment by using the operation Create Pick List in the Operations menu.
  5. Again, try to remove one of the connected order lines from the shipment (repeat step 2 - 4 above)

Note: Its not possible to remove the order line since a pick list is created. To make it possible to remove the order line you need to pick report zero quantity picked for the pick list. Follow the steps below to do so.

  1. Click OK on the error message that appears and repopulate the shipment window.
  2. Pick report a quantity of zero by right-clicking and then clicking Report Picking of Customer Order Lines.
  3. Change the suggested quantity to pick to zero for both lines in the Report Picking of Customer Order Lines window that appears.
  4. Report picking of customer order lines by right-clicking and then clicking Report Picking from Selected Locations.
  5. Click OK on the message that appears.
  6. Again, try to remove one of the connected order lines from the shipment (repeat step 2 - 4 above).

Note: By pick reporting a zero quantity picked for your order lines you made it possible to remove the connected order lines again. The order lines are set back to status Released and the reservations are cleared when you remove them from the shipment.

  1. Connect your order line again (repeat step 5 - 6 above).
  2. Reserve and pick report the shipment again by using the operations Reserve, Create Pick List and Report Picking.
  3. Again, try to remove one of the connected order lines from the shipment (repeat step 2 - 4 above). Click OK on the message that appears.

Note: The order lines are set back to status Released and the reservations are cleared when you remove them from the shipment.

  1. Connect your order line again (repeat step 5 - 6 above).
  2. Reserve, pick report and complete the shipment again by using the operations Reserve, Create Pick List, Report Picking and Complete.
  3. Again try to remove one of the connected order lines from the shipment (repeat step 2 - 4 above)

Note: It is not possible to remove the order lines from the shipment when the status has been changed to Complete.

  1. Change the status of the shipment back to Preliminary by using the operation Preliminary.
  2. Remove the connected order lines and re connect them again. The shipment should now be in Preliminary state and the connected order lines in status Released

Note: The Qty to Pick field and the Pick List Lines to Report field on the Connected Order Lines tab and the Pick List Lines to Report field on the header, give you an overview of the picking progress of the shipment.

Add Sales Charges

Purpose: Add charges to a connected order line.

Windows:
Shipment

Note: Continue working with the same shipment you created above.

  1. In the Connected Order Lines tab, select the order line to which you want to connect the sales charge, right click then click Add Charges.

  2. The Customer Order Charges window will open and you can enter your charge by adding a line in the Charges tab.

  3. Optionally you can enter the Shipment ID.

Print Shipping Documents

Purpose: To print the documents packing list, consignment note, bill of lading, pick list and delivery note for a shipment.

Windows:
Shipment
Part/Transportation Data
Archived Reports

Note: Continue working with the same shipment you created and added charges to above.

  1. Print the Delivery Note by using the operation Print Delivery Note.

  2. Preview the report. Note that this version of the delivery note should not be considered final since changes might still occur for the shipment. A final version should be printed at delivery.

  3. Print the Packing List by using the operation Print Packing List.

  4. Preview the report. Note that the details are printed on the last page of the report since the parts are not yet reserved.

  5. Reserve one of your connected order lines by selecting it and right click, then click Manual Reservations.

  6. Print the report again. Note the the reserved line is printed separately from the non reserved order line.

  7. Reserve your shipment by using the operations Reserve.

  8. Print the consignment note and the bill of lading reports by using the operation Print Consignment Note and Print Bill of Lading.

  9. Preview the reports. Note that no details regarding the packaging of the shipment is printed.

  10. Generate a package structure for your shipment by using the operation Generate structure and then reprint the consignment note and the bill of lading reports. Note that details regarding the packaging of the shipment is now printed. This is only possible when a package structure exists for the shipment.

  11. Mark the sales part XX18-304 as dangerous goods by entering data on the Part/Transportation Data tab.

  12. Reprint the consignment note and the bill of lading reports by using the operation Print Consignment Note and Print Bill of Lading.

  13. Preview the reports. Note that the the Goods Declaration Report (ADR) is generated and printed together with the reports.

  14. Create a pick list for your shipment by using the operations Create Pick List.

  15. Print  the Pick List by using the operation Print Pick List.

  16. Preview the report from the report archive.

  17. Pick report, complete and deliver your shipment by using the operations Report Picking, Complete and Deliver.

  18. Note the all reports except the pick list is still possible to print. In this stage you can reprint your delivery note to get a final version. 

Use Shipment Inventory Location for a Shipment

Purpose: Generate a shipment, connect order lines to it and use a specific shipment inventory location when pick reporting.

Windows:
Shipment
Handle Orders in Shipment Inventory

  1. Create two new customer orders. Note the order numbers :_________  _________

  2. Create a shipment and connect your order lines to the shipment

  3. Select a default shipment inventory location for the shipment in the general tab

  4. Reserve and pick report for your shipment by using the operations Reserve, Create Pick List and Report Picking.

  5. Open the Handle Orders in Shipment Inventory window to view your orders placed in the shipment inventory location.

Note: If you choose to report picking of customer order lines for the shipment, you can change the default shipment inventory location.

Use the Finalize Shipment Operation

Purpose: The purpose of this lesson familiarize you with the operation Finalize Shipment.

Windows:
Shipment

Note: Continue working with the same shipment you placed in the shipment inventory location above

  1. Open the Shipment window. Your shipment should now be in Preliminary state and the connected order lines in status Picked.
  2. Right-click and then click Finalize Shipment to finalize the shipment.
  3. In the Finalize Shipment dialog box that appears, select Sales Quantity or Picked Quantity. However, if there are any picked quantities, the system will automatically suggest to base the finalization on picked quantity.
  4. If reserved quantities should be considered select the Consider Reserved Quantity check box. If there are reserved quantities, the system will automatically select the checkbox.
  5. If order lines without reservations should be disconnected, select the Disconnect Lines without Reservations checkbox.
  6. If the package structure should be generated or re-generated, select the Generate or re-generate package structure checkbox.
  7. Click OK.
  8. When the operation is done, your shipment should be in the Closed status and your connected order lines in the Delivered status.
  9. Try creating new shipments and use the Finalize Shipment option at different start points in the shipment flow. Note that the finalize shipment function 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, if the finalization is based on sales quantity and the Consider Reserved Quantity and Disconnect Lines without Reservations checkboxes are cleared. However, reports are not automatically printed and the invoice always has to be created automatically for a shipment.