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 Freight Information tab. Use a package type that has a default pallet type. Also enter a proposed parcel quantity.
  3. Create a 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 a 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 a relevant sales charge type(s), e.g. XXAIR, XXTRUCK, or XXSEA.

General exercise for Sales Charge Types

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. Open the Site window and click the Distribution tab.
  4. Enter the shipment type you just created. This will be the default value on all your customer orders and shipments.

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.

  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/Modify Shipment Lines

Purpose: Remove order lines from a shipment and then re-connect them. Modifying shipment lines.

Windows:
Shipment

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

Note: You have now removed your shipment line from the shipment. In order to include the order 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, right click and then click Connect to Shipment and a shipment line is created.
  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 right-clicking and then clicking Create Pick List.
  5. Again, try to remove one of the shipment lines from the shipment (repeat steps 2 - 4 above).

Note: Its not possible to remove the shipment line since a pick list is created. To make it possible to remove the shipment 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 Pick List Lines.
  3. Change the suggested quantity to pick to zero for both lines in the Report Picking of Pick List Lines window that appears.
  4. Report picking of the shipment 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 shipment lines from the shipment (repeat steps 2 - 4 above).

Note: By pick reporting a zero quantity picked for your shipment lines you made it possible to remove the shipment 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 as a shipment line (repeat steps 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 shipment lines from the shipment (repeat steps 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 as a shipment line (repeat steps 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 shipment lines from the shipment (repeat steps 2 - 4 above)

Note: It is not possible to remove the shipment 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 shipment lines and re connect them again. The shipment should now be in Preliminary state and the connected order lines in status Released

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

  1. Connect your order line again as a shipment line (repeat steps 5 - 6 above).
  2. Due to limited transport capacity you can only partly deliver the quantity of the order line, therefore open the Shipment Lines tab and reduce the sales quantity to 3 pcs and save.
  3. Create another shipment according to the Create a Shipment exercise above. By following this exercise, you have now connected the order lines with a remaining quantity to be delivered to a new shipment i.e. the remaining quantity from step 25 will be included in this new shipment.
  4. Reserve and pick report all shipments by using the Reserve, Create Pick List and Report Picking right mouse button options.
  5. On the new shipment, remove one the shipment lines from the shipment (repeat steps 2 - 4 above).

Note: The quantity of the shipment line is no longer reserved after removing the shipment line. However, the order line is not set back to the Released status since the order line is still picked on the other shipment.

Note: To connect the quantity of an order line to several shipments in parallel can be useful to handle a limited transport capacity, a backorder situation where you want to prepare the next delivery in advance, a customer requiring a certain delivery schedule etc. In other words, a shipment line is a subset of the quantity of a customer order line.

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

Note: The shipment type can be used if you want an event in the shipment flow to be performed automatically. For instance, you might want the pick list to be created and printed automatically when the shipment is reserved.

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 Shipment Lines tab, select the shipment 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 shipment lines by selecting it, right-clicking and then clicking 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.

Note 1: The shipment type can be used if you want any of the optional events above to be performed automatically in the shipment flow. For instance, you might want the packing list to be printed as soon as the shipment is reserved.

Note 2: If you want to deliver a shipment with differences you need to use shipment inventory.

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 shipment lines placed in the shipment inventory location.

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

Note: If you select the Allow Partial Picking into Shipment Inventory check box for the shipment type you use, then it is possible to partly pick a pick list line and then be able to pick the remaining quantity on the same pick list thereafter. This is useful if you are not able to pick everything at the same time due to some constraint (e.g., what you pick will not fit on the forklift or in the handling unit you pack into), then you can pick multiple times until you have picked everything.

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.

Note: The shipment flow defined in the shipment type is overruled when the Finalize Shipment option is used.