Using Package Structure, EDI—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
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

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) 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 Lines window and search for your first order. Note the Shipment ID:_______.

9. Mark the line, right-click and 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 your shipment.
2. Open the Package Structure tab.
3. In the left graphical side of the tab, select the shipment symbol right click and then click Add Handling Unit.
4. The Add Handling Unit window opens. Click New and enter a pallet type using the List of Values.
5. Enter 1 in the No of Units field.
6. Click OK.
7. Select the created handling unit, right-click and then click Add Package Unit.
8. The Add Package Unit window opens. Click New and enter a package type using the List of Values.
9. Enter 1 in the No of Units field.
10. Click OK.
11. Select the created package unit, right-click and then click Connect Order Line.
12. The Connected Order Line window opens. Select the first order line from your first customer order and click OK.
13. Right-click on the created handling unit and then click Create SSCC.
14. The Create SSCC window opens. If you want to create it automatically click OK. If you want to enter the SSCC manually, then clear the Create Automatically check box and enter the SSCC in the Manual SSCC field.

Note: You have now created a homogenous handling unit.

11. Repeat step 3 - 5 above to create a second handling unit.
12. Select the created handling unit, right-click and then click Connect Order Line.
13. The Connected Order Line window opens. Select the first order line from your second customer order and click OK.
14. Right-click on the created handling unit and then click Create SSCC.
15. The Create SSCC window opens. If you want to create it automatically, click OK. If you want to enter the SSCC manually, then clear the Create Automatically check box and enter the SSCC in the Manual SSCC field.

Note: You have now created a simplified handling unit.

14. Repeat step 3 - 5 above to create a third handling unit.
15. Repeat step 6 - 8 above and create two package units for the third handling unit.
16. Select the first of the two created package units for the third handling unit, right-click and then click Connect Order Line.
17. The Connected Order Line window opens. Select the second order line from your first customer order and click OK.
18. Select the second of the two created package units for the third handling unit, right-click and then click Connect Order Line.
19. The Connected Order Line window opens. Select the second order line from your second customer order and click OK.
20. Right-click on the created handling unit and then click Create SSCC.
21. The Create SSCC window opens. If you want to create it automatically click OK.  If you want to enter the SSCC manually, then clear the Create Automatically check box and enter the SSCC in the Manual SSCC field.

Note: You have now created a mixed handling unit.

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

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

23. Select the mixed handling unit, right-click and then click Print Transport Labels.

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

24. Select the mixed handling unit, right-click and 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, right-clicking and then clicking 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 and then click Create SSCC.
5. The Create SSCC window opens. If you want to create it automatically click OK.  If you want to enter the SSCC manually, then clear 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 right mouse button options.
7. In the header of the shipment, right click and then click Send Dispatch Advice.

Note 1: The dispatch advice message can be automatically sent if set up for the customer.
Note 2: In order to deliver a shipment with deviations, a shipment location must be used.