Using Package Structure, EDI—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 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
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 X20-100 as Sales Part No
  2. Enter a Package Type XX for your Sales Parts.  
  3. Create relevant 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

General exercise for Basic Data for SSCC

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) and enter our supplier number at C.S.C. Cape Town as Our ID at the Customer in the General tab.
  2. Open the Message Setup tab and activate the DESADV message. Indicate MHS as Media Code and an address provided by the teacher. The message should be Method Default.
  3. Open the Address tab and set Shipment Creation to Add to Existing Shipment for the default delivery address
  4. 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:_______.

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

  6. Repeat step 4 and 5 above to create a second order. Note the order number:_______.

  7. Release both customer orders.

  8. Open the Shipment Order Lines window and search for your first order. Note the Shipment ID:_______.

  9. Mark the line and right click, then click Shipment.

General exercise for Customer  

General exercise for Entering Customer Order

Main Exercises

Create Package Structure manually and Print Transport Labels

Purpose: The purpose of this lesson is to familiarize you with the adding of a handling units and a package units to the shipment and printing transport and package labels for the shipment.

Windows:
Shipment/Package Structure

  1. Open the Shipment window and search for the your shipment.
  2. Open the Package Structure tab.
  3. In the left graphical side of the tab, select the shipment symbol right click, then click Add Handling Unit
  4. The Add Handling Unit window opens. Press New and enter a pallet type using LOV, enter 1 in the number of units column.
  5. Press OK.
  6. Select the created handling unit and right click, then click Add Package Unit
  7. The Add Package Unit window opens. Press New and enter a package type using LOV, enter 1 in the number of units column.
  8. Press OK
  9. Select the created package unit and right click, then click Connect Order Line
  10. The Connected Order Line window opens. Select the first order line from your first customer order and press OK
  11. Right-click on the created handling unit, then click Create SSCC.
  12. Create SSCC window opens. If you want to create it automatically click OK.  If you want to enter the SSCC manually, then select the Uncheck the Create automatically check box and enter the SSCC in the Manual SSCC field.

Note: You have now created a Homogenous handling unit

  1. Repeat step 3 - 5 above to create a second handling unit.
  2. Select the created handling unit and right click, then click Connect Order Line
  3. The Connected Order Line window opens. Select the first order line from your second customer order and press OK
  4. Right-click on the created handling unit, then click Create SSCC.
  5. Create SSCC window opens. If you want to create it automatically click OK.  If you want to enter the SSCC manually, then select the Uncheck the Create automatically check box and enter the SSCC in the Manual SSCC field.

Note: You have now created a Simplified handling unit

  1. Repeat step 3 - 5 above to create a third handling unit.
  2. Repeat step 6 - 8 above and create two package units for the third handling unit.
  3. Select the first of the two created package units for the third handling unit and right click, then click Connect Order Line
  4. The Connected Order Line window opens. Select the second order line from your first customer order and press OK
  5. Select the second of the two created package units for the third handling unit and right click, then click Connect Order Line
  6. The Connected Order Line window opens. Select the second order line from your second customer order and press OK
  7. Right-click on the created handling unit, then click Create SSCC.
  8. Create SSCC window opens. If you want to create it automatically click OK.  If you want to enter the SSCC manually, then select the Uncheck the Create automatically check box and enter the SSCC in the Manual SSCC field.

Note: You have now created a Mixed handling unit

  1. Select the shipment and right click, then click Print Transport Labels

Note: You have now printed transport labels for the complete shipment

  1. Select the mixed handling unit right click, then click Print Transport Labels

Note: You have now printed one transport label for the mixed handling unit

  1. Select the mixed handling unit right click, then click Print Package Labels

Note: You have now printed two package labels, one for each of the package units connected to the mixed handling unit. You can also print the package labels individually one by one by selecting a specific package unit and right click, then click Print Package Label

Note: To create SSCC for all the handling units at once, you can use use the Create SSCC option, right-click on the shipment symbol.
        If the package structure is directly connected to the shipment you can use the SSCC for package units.

Create Package Structure Automatically and Send Dispatch Advice

Purpose: The purpose of this lesson is to familiarize you with how package structures can be automatically created for a shipment, delivering the shipment and sending a dispatch advice message.

Windows:
Shipment/Package Structure

  1. Open the Shipment window and search for the your shipment
  2. Generate a package structure automatically for the shipment by right click, then click Generate Structure in the header of the shipment.
  3. Open the Package Structure tab to view the automatically generated package structure.
  4. Right-click on the created handling unit, then click Create SSCC.
  5. Create SSCC window opens. If you want to create it automatically click OK.  If you want to enter the SSCC manually, then select the Uncheck the Create automatically check box and enter the SSCC in the Manual SSCC field.
  6. Reserve, Create Pick List, Report Picking, Complete and Deliver your shipment by using the operations in the operations menu.
  7. In the header of the shipment, right click, then click Send Dispatch Advice

Note: The dispatch advice message can be automatically sent if set up for the customer.