Purpose: The purpose of these initial exercises is that the instructor will use them for demonstrating the basic functions in Shipment, which entails:
IMPORTANT |
These initial exercises are intended for instructor use. 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. |
Purpose: The purpose of this exercise is to introduce you to the basic functionality for creating a Shipment
Prerequisites: N/A
Data Type | Value | Description | Remarks |
Customer | 1030 | C.S.C. Cape Town | |
Sales Part | 18–304 | Street Car | A sufficient number of this part must exist in inventory. |
Windows:
Customer Order
Steps: To complete this exercise, perform the following steps.
Windows:
Shipment
Purpose: The purpose of this exercise is to introduce you to the basic function of connecting order lines to a shipment.
Prerequisites: A shipment must have been created, and customer orders and lines must exist in the Released status.
Windows:
Shipment/Available Order Lines
Shipment/Shipment Lines
Steps: To complete this exercise, perform the following steps.
Purpose: The purpose of this exercise is to introduce you to the basic function of reserving a complete shipment.
Prerequisites: A shipment must have been created with connected customer order lines.
Windows:
Shipment
Steps: To complete this exercise, perform the following steps.
Note: You can also reserve the shipment lines manually by selecting the line, right-clicking, and then clicking Manual Reservations.
Purpose: The purpose of this exercise is to introduce you to the basic functions of creating a pick list, and reporting picking for a shipment.
Prerequisites: A shipment must have been reserved.
Windows:
Shipment
Steps: To complete this exercise, perform the following steps.
Note: You can also report picking of shipment lines by using the Report Picking of Customer Order Lines option.
Purpose: The purpose of this exercise is to introduce you to the basic functions of completing, delivering and closing a shipment.
Prerequisites: A shipment must have been Pick Reported.
Windows:
Shipment
Steps: To complete this exercise, perform the following steps.
Note: A shipment cannot be partially delivered. The shipment is always fully delivered although individual order lines connected to the shipment can be partially delivered. It depends on how much you have reported as picked and how much of the order line quantity you have assigned to the shipment.
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: In this exercise, every event in the shipment process was executed manually. However, the shipment type can be used to control whether an event in the shipment process should be executed manually or automatically.