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 a 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

Create Shipment Type

Windows:
Sales Basic Data
Site

1. Open the Sales Basic Data window and click the Shipment Types tab.
2. Create a shipment type XX, with a stop after each event.
3. On the Shipment Control tab, select the Online Processing check box.
4. Make sure that the Shipment Creation is set to Not Automatic.
5. Make sure that there are no additional consolidation parameters added.

General exercise for Shipment Type.

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/Order Address Info tab and enter XX in the Shipment Type field.
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. Repeat 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 orders.
2. Open the Shipment window. Press New and enter your customer and site, save.
3. Open the Available Order Lines  tab and search for your orders.
4. Select your orders, right click and then click Connect to Shipment
5. Open the Shipment Lines  tab to view your connected orders.

Note: Another option is to search for order lines in the Order Lines Available for Shipments window and manually create shipments from there.

Create Shipment Automatically

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

Windows:
Shipment
Shipment Lines

1. Open the Sales Basic Data window and click the Shipment Types tab and search for shipment type XX.
2. On the Shipment Control tab, set the Shipment Creation to At Order Release.
3. Create two new customer orders for C.S.C. Cape Town (XX1030). See the Entering Customer Order exercise.
4. Release both orders.
5. Open the Shipment Lines window and search for your orders.
6. Select all of the lines and right click, then click, Shipment
7. The Shipment window opens and you can view your automatically created shipment.

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

1. In the Shipment window, select the Auto Connection Blocked check box for your shipment.
2. Create a new customer order for customer C.S.C. Cape Town (XX1030). See the Entering Customer Order exercise.
3. Release the order.
4. Open the Shipment Lines window and search for all your orders.

Note: By selecting the Auto Connection Blocked check box on a shipment, no more order lines are added automatically to that shipment. This is used in order to prepare and finalize what is already connected to the shipment.

1. Open the Sales Basic Data window and click the Shipment Types tab and search for shipment type XX.
2. On the Shipment Control tab, enter Custom Order Number in the table where consolidation parameter are defined.
3. Create two new customer orders for C.S.C. Cape Town (XX1030). See the Entering Customer Order exercise.
4. Release both orders.
5. Open the Shipment Lines window and search for your orders.
6. Select all of the lines and right click, then click, Shipment
7. The Shipment window opens and you can view your automatically created shipments.

Note: By selecting the Customer Order Number as a consolidation parameter in the shipment type 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. In addition to customer order number the following consolidation parameters are available: planned ship date, route, forwarder, reference ID, dock code, sub dock code and to location. So for instance, by adding planned ship date and route as consolidation parameters, only order lines with the same planned ship date and route will be consolidated automatically into the same shipment.

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.

Windows:
Customer Order
Shipment 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 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.

Note: The Finalize Shipment operation executes every event in the shipment process automatically, which includes reserving, picking and delivering the applicable quantities that have not yet been manually reserved and picked. If you instead require some of the events to be executed automatically and some manually, the shipment type can be used. Note that any optional event defined in the shipment type will not be executed when using this option.

14. Open the Sales Basic Data window and click the Shipment Types tab and search for shipment type XX.
15. Clear all the Stop After check boxes for all events.
16. Repeat step 1 - 12
17. In the header of the Shipment window, right-click and click Reserve.

Note: By clearing the Stop After check box for all events the shipment process proceeds automatically just as for the Finalize Shipment option. The shipment type makes it possible to make some of the activities manual and some automatic by selecting the Stop After check boxes in an applicable manner. Any optional events in the shipment type will be considered as well.