Distributing by Load Lists—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:
Sales Part

  1. Enter C.S.C. Oslo as customer with XX1001 as Customer No.

General exercise for Customer  

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter Race Car as Sales Part and with XX18-100 as Sales Part No.
  2. Enter Gross Weight, Net Weight, and Volume for the part.
  3. Create relevant Inventory Location.
  4. Create corresponding Inventory Part.
  5. 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.

  1. Enter a customer order with C.S.C. Oslo (XX1001) 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: __________ .

  2. Enter an order line with 10 pcs of the sales part Race Car (XX18-100).

  3. Release the customer order

General exercise for Entering Customer Order

Main Exercises

Purpose: The purpose of this lesson is to familiarize you with the use of load lists in connection with deliveries.

Windows:
Customer Order Load List
Reserve Customer Order Lines
Create Pick List for Customer Orders
Print Pick List for Customer Orders
Report Picking of Customer Orders

Use Load Lists

  1. Open the Customer Order Load List window and create a load list.
  2. Click the Available Order Lines tab and connect the customer order line to the load list.
  3. Click the Connected Order Lines tab and enter a volume, and net and gross weights on each line.
  4. The goods will be sent via the forwarding agent’s warehouse. Enter the delivery address to the warehouse in the Delivery Information tab.
  5. Reserve the customer order.
  6. Create and print a pick list.
  7. Report the picked parts without deviation.
  8. Print out the load list. What new information is stated on the printed list?
  9. Print out a weight list and review the information on the list.
  10. Print out a shipping note and review the information on the note.
  11. To deliver the load list, right-click, then click Deliver Load List in the Customer Order Load List window.