OESC - Shipping Confirmation

New features added, version 7.5.1, 7.5.2, 7.5.3, 8.1, 7.5.4, 8.4, 7.5.4R4, 8.4R4

Program OESC, Shipping Confirmation, is used to record and confirm the shipment of customer sales orders that were originally created with one of the sales order entry programs, including the following operations:

* Starts the invoicing job stream.

* Initializes the creation of backorders to cover partial shipments. Backorders are actually created when the sales order is processed through program OESJ, Sales Order End of Day and Journals.

* Maintain data for previously confirmed orders until they have been invoice by processing through program OESJ, Sales Order End of Day and Journals. Data that can be maintained includes sales order comments, line item comments, prices, shipping details, order codes, tracking information, and quantity ordered. The ship to, invoice to, sold to, and bill to addresses can also be maintained. You can view the unit conversions, stock status, and available to promise information in the lower block.

Important Information

Sales orders with sales order lines for multiple plants cannot be status S - Confirmed Complete, until all line items have the Print Pick List and Print Pack List flags set to off.

In changing a price, if the override flag is set to off, only the discount can be changed. If the override flag is set to on, then both the list price and the unit price can be changed, but the discount cannot.

* The OESC_ALLOW_PRICE_CHANGES parameter must be set to Y in program MURM, Initialization Parameter Maintenance, for price changes to be allowed in this program.

You must press the [Order Complete] button for the sales order to be displayed for selection in program OESJ, Sales Order End of Day and Journals, for processing.

* If the sales order is status S - Confirmed Complete, and the shipped quantities are changed on the sales order lines, the sales order will not be considered complete until one of the flags are set to on the Summary screen and the [Order Complete] button is pressed.

It is strongly recommended that users do not make the staging and shipping locations non-nettable. Non nettable locations are meant to be used to quarantine inventory so that it will not be considered for planning/reservation purposes.

* If your shipping locations are non-nettable, and the Include Non Nettable in available to promise flag is set to off in program SPMM, System Parameters/Default Maintenance, when you stage the quantity to that location, the quantity moved will not be added back into the available to promise. Since the sales allocations are not decremented until the sales order is shipped, it will appear to make the available to promise less than it actually is.

If the SKU Not Mutable flag is set to on in program ICSM, Inventory Sales Data Maintenance, for the item and sales units of measure, shipments for the item and unit of measure will be shipped using that SKU unit of measure for the item.

Program Functionality

This program can be run in many different ways. There are two display modes (Operational and Normal), manual shipping, automatic shipping, and different features for shipping kits and models as kits, as well as regular models. Since all of the functionality can be combined or split, the way that you use the program to ship your orders can end up being unique.

The records displayed in the lower block are sorted according to the Sort By pop-list in the header. The default value for this pop-list is controlled by the OESC_LINE_SORT parameter in program MURM, Initialization Parameter Maintenance.

The fields displayed in the lower block are dependent on the setting of the Display Mode pop-list.

* The default value for the Display Mode pop-list is controlled by the OESC_DISPLAY_MODE parameter in program MURM, Initialization Parameter Maintenance.

* When the pop-list is set to Normal, there are more fields displayed for maintenance, and less items displayed at one time.

* When the pop-list is set to Operational, the fields displayed are limited, but more line items are displayed. The fields are limited to: item number, description, sales unit of measure, quantity shipped, quantity ordered, quantity backordered, plant code, container number, hold flag, direct flag, and pack print flag.

* When the OESC_OPER_DISPLAY_ONLY parameter is set to Y for a user in program MURM, Initialization Parameter Maintenance, this program will only be run for that user in Operational mode and the Display Mode pop-list will be grayed out.

Comments Lists of Values

The setting of the COMMENT_LOV_OESC parameter in program MURM, Initialization Parameter Maintenance, determines whether the boilerplate list of values or a field editor will be displayed when the user double-clicks in the comment text field in this program.

See the Comment Lists of Values in Sales Order Entry section for more information.

Unit Cost for Shipped Items

Unit cost will only be displayed for a stocked item if the Show Unit Cost in OE flag in program ARLM, Location Maintenance, is set to on.

* For non-stocked items, the cost is entered when the sales order is entered and will always be displayed.

Regardless of the setting of the Show Unit Cost flag, the unit cost for shipped items is calculated as follows.

For costs obtained from program ICCM, Inventory Cost Data Maintenance, in a standard cost system, if the cost is changed in the item cost record before the sales order is shipped, when the sales order is shipped (status changed to S - Conformed Complete) the unit cost will be updated to the current unit cost.

If you wish to change the unit cost on a status S - Confirmed Complete order to the current unit cost for the item, change the quantity shipped, commit, and then change it back to the correct quantity shipped and commit. The unit cost will be updated to the current unit cost for the item.

The cost in the Unit Cost field may be able to be maintained or overridden for items other than non stocked items. See the Cost for Customer Orders section for rules.

Recalculate Unit Price on Shipping

Sales order prices for margin priced customers are recalculated during shipping when the following conditions are met:

The S type cost is set up to be Actual or Average cost.

and

The sales order line is tied to a purchase order line.

The unit cost for the item has changed.

Sales order status is S - Confirmed Complete.

and

There is a pullcard assigned to the sales order line in program ICKM, Inventory Pull Card Moves.

and

The actual transfer is done in program ICKM, Inventory Pull Card Moves, after shipping.

and

The ICKM_RECOST_ORDER_LINE parameter in program MURM, Initialization Parameter Maintenance, is set to Y.

Sales Orders on Hold

A sales order cannot be shipped if a hold code has been placed on the order. Hold codes are entered and maintained in program CMHM, Hold Code Maintenance, and appear as defaults in program OEOE, Sales Order Entry/Maintenance. Program OEOE, Sales Order Entry/Maintenance, places an order on hold automatically if the amount of the order exceeds the customer's credit limit or order limit. Orders can be released from credit hold with program OEHR, Credit Hold Release.

The Allow Release in Shipping flag in program CMHM, Hold Code Maintenance, determines whether customer orders that have been assigned a certain hold code can be taken off hold in program OESC, Shipping Confirmation. If the flag is set to on for a hold code, customer orders that are assigned that hold code can be taken off hold in program OESC, Shipping Confirmation.

Staged Sales Orders

If any part of a sales order has been staged, program OESC, Shipping Confirmation, will only ship the staged quantities of that sales order. It will only take inventory from the staging area. To un-stage an item, delete the line in program OSEM, Stage Sales Order for Shipping.

Sales Representatives

The sales representatives assigned to a sales order can be viewed with the two [Sales Reps] buttons.

The [Sales Reps] button in the upper block displays the sales representatives who will receive a commission based upon volume. Sales representatives whose commission scheme is volume are assigned to a sales order in the sales order header and are paid according to the sum of the order lines.

The [Sales Reps] button in the lower block displays the sales representatives who will receive a commission based upon product. Sales representatives whose commission scheme is product are assigned to line items and are paid according to the line item total.

For more information on sales representative commissions, see the Commission Calculations for Sales Orders section.

Kit Items

Kit items are shipped in a different manner than both model items and inventory items. Although the kit item is the item that appears on the sales order for shipping, in reality, the components of the kit items are actually shipped. For this reason, kit items can have each of the component items shipped from different locations using the [Ship Details] screen.

If you use the [Ship Order] button and the kit item contains non-controlled items, the program will set the order status to S - Confirmed Complete, shipping the component items automatically from their default locations. If the kit item has controlled items, the control numbers must be entered for the item. The program will set the order status to J - Confirmed Incomplete so that the order cannot be processed through program OESJ, Sales Orders End of Day & Journals, until the control numbers are entered with the [Ship Details] button and the order is confirmed.

Both non-controlled and controlled items can be maintained with the [Ship Details] button.

For more detailed information on shipping kit items, see the Shipping Kit Items section.

If a model item has the Treat Model as Kit flag set to on in program MOTM, Modular Bill Maintenance, the model item will be treated as a kit for shipping as well.

Reserved Control Number Shipment

Whether reserved control numbers will be shipped automatically depends upon two things:

* The setting of the Auto Ship Reservations with Manual Ship Option flag in program SPMM, System Parameters/Default Maintenance.

* Whether the [Ship Order] or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, for the order.

If the [Ship Order] button is pressed, reserved control numbers will be entered in the ship details for the item in program OESC, Shipping Confirmation, regardless of whether they are in the wrong plant, in a unshippable location, or with insufficient on hand inventory. Warnings will be displayed, and the ship details can be changed.

If the [Manually Ship Order] button is pressed and the Auto Ship Reservations with Manual Ship Option flag is set to on, reserved control numbers will be entered in the ship details for the item in program OESC, Shipping Confirmation, regardless of whether they are in the wrong plant, in a unshippable location, or with insufficient on hand inventory. Warnings will be displayed, and the ship details can be changed.

If the [Manually Ship Order] button is pressed and the Auto Ship Reservations with Manual Ship Option flag is set to off, reserved control numbers will not be entered in the ship details. In order to ship reservations for items in this scenario, the [Ship Reserved] button must be pressed on the Ship Details screen.

* If you press the [Ship Reserved] button on the Ship Details screen, and reserved control numbers have been entered, the program will return the message "Reservations have already been auto shipped."

Control number reservations can be retained for backorders. If the OE_RESV_NO_BO is set to YES in program MURM, Initialization Parameter Maintenance, the reservations will be retained on the backorder. Otherwise, they will be cleared after the original order is processed through OESJ, Sales Order End of Day and Journals.

Shipping Master Lots and Lot Control Number Ranges

Lot and serial control numbers can be set up with master lot control numbers. Master lots are used as an overall control number for which sub lots exist.

* For example, if you had a group of 10 containers that were received, the entire amount received might be the master lot, while each of the containers might be the sub lot. Then, shipments could be made from each of the sub lots in a lot control number range.

The master lot control designator entered in program SPMM, System Parameters/Default Maintenance, is used to determine what part of the control number is the master lot. For example, if the master lot designator is /, and the control number is ABC/123, the master control number is ABC, and the sub lot is 123.

Master lots can be received from purchase orders, issued to work orders, and shipped to customers with control number ranges.

Shipping lot ranges

When a control number is shipped to a customer using a control number range, the quantity shipped is divided by the number of control numbers in the range. This amount is shipped from each control number in the range. Any remaining quantity is shipped from the last control number in the range.

* For example, suppose the quantity shipped is 125 and the control number range is ABC/101 to ABC/110. The system would divide 125 by 10, to get an even quantity of 12 and a remainder of 5. Control numbers ABC/101 to ABC/109 would ship the quantity of 12. The remainder of 5 would be added to the 12 for ABC/110, which means that ABC/110 would ship a quantity of 17.

Miscellaneous Codes

Miscellaneous codes are applied to sales order from the customer credit record, customer ship to code, ship via code, and payment type.

Automatic Freight Credit (AFC)

The minimum order value for the automatic freight credit can be set up by location and by customer. To set up the minimum order value for the location, go to program ARLM, Location Maintenance. To set up the minimum order value for a customer, go to program CMCM, Customer Credit Maintenance.

If the gross order value of the sales order is equal to or more than the amount entered for the location or customer, the miscellaneous code assigned for the automatic freight credit will be applied to the sales order to reduce the freight amount.

The minimum order value for the customer overrides the minimum order value for the location, if the value for the customer is greater than zero.

The miscellaneous code for the automatic freight code is set up in program SPMC, Miscellaneous Code Maintenance. It can be set up in two ways, as a percentage of the freight charge, or as a percentage of the order total, with a negative sign in front of the percentage.

* If you are charging freight according to freight codes in program SPFM, Freight Code Maintenance, you can set up the code as a percentage of the freight charge. For example, to give 100% discount on freight, you would set the value source as a percentage of freight, and enter -100 in the Pct Value field in program SPMC, Miscellaneous Code Maintenance.

* If you are charging freight as a miscellaneous code, you can set up the code as a percentage of the order. For example, if the miscellaneous code for freight was set as 1% of the gross order total, you would set the value source as a percentage of the gross order total and enter -1 in the Pct Value field.

Custom code can be added to your procuser.sql file to allow you to override the AFC charge, based on user-defined variables. The procuser.sql code will delete the AFC charge from the sales order and not insert a new one when the sales order meets the defined variables.

Containers for Non-Staged Sales Orders

Containerizing items in program OESC, Shipping Confirmation, is different than containerizing items after they have been staged. Even though containerization in this program is similar to staging and containerization, you cannot maintain containers entered in this program with any of the staging programs.

You can put different quantities of items in different boxes. More than one container can be used per order. Items with the same lot control number and shipping location can be shipped in different containers, as can non-controlled items.

Containers are created automatically for sales order lines. For multi-plant sales orders, containers are created separately for each plant. Sales order lines with the same plant are placed by default in the same containers.

Drop Ship Orders

Control Number Reservation and Shipment

Whether reserved control numbers will be shipped automatically depends upon two things:

* The setting of the Auto Ship Reservations with Manual Ship Option flag in program SPMM, System Parameters/Default Maintenance.

* Whether the [Ship Order] or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, for the order.

If the control numbers were not reserved for the controlled items when the sales order and purchase order were created, you can manually enter non-existing control numbers for the item on the Ship Details screen of program OESC, Shipping Confirmation.

Sales Allocations and Inventory

Drop ship items are not included in sales allocations unless the SALES_ALLOC_INCL_DROP_SHIP parameter in program MURM, Initialization Parameter Maintenance, is set to Y.

* When the drop ship sales order is shipped in program OESC, Shipping Confirmation, the sales order allocation is reduced by the quantity ordered. If any backorder is entered, the sales allocation will be increased by that amount.

When the drop ship items are shipped, the on hand quantity for the items is not reduced.

Receiving and Closing the Drop Ship Purchase Order

When the order is shipped in program OESC, Shipping Confirmation, the quantity shipped is recorded as received for the purchase order. This information can be viewed in program PODI, Purchase Order Detail Inquiry.

When the entire order is shipped, the purchase order will be closed. Otherwise, a warning will be displayed that the purchase order cannot be closed at the time.

Pricing Modifications

The OESC_ALLOW_PRICE_CHANGES parameter in program MURM, Initialization Parameter Maintenance, determines whether or not sales order line items can have their prices modified during shipping with this program.

* When the parameter is set to Y, users can set the Override flag to the desired setting and modify the unit price, or they can change the extended price to force a flat discount for the line item

* When the parameter is set to N, no changes can be made to the line item pricing.

Shipping Regular and Staged Sales Orders

1. In the Date Shipped field, enter the shipping date. The default is today's date.

2. In the Ship Plant field, enter the plant for which you are shipping sales order lines, if desired. The default is the user's logged in plant.

3. Query the order you wish to ship.

* Staged sales order lines will display the word STAGED in blue beneath the sales order line.

4. The invoice number will be assigned automatically when you press either the [Ship Order] button or the [Manually Ship Order] button.

5. Press the [Ship Order] or [Manually Ship Order] button. This will change the order status.

* Pressing the [Ship Order] button will allow the user to choose to ship all lines from only the entered plant, all plants, or abort shipping. When All Plants or Plant XX Only is selected, the program will automatically enter the ship quantities for non-controlled items for either all plants or the entered plant only. See Ship Order.

* Pressing the [Manually Ship Order] button allows you to enter the quantities shipped and backordered. See Manually Ship Order.

* Sales orders with sales order lines for multiple plants cannot be status S - Confirmed Complete, until all line items have the Print Pick List and Print Pack List flags set to off.

* When pressing these buttons, the Print Pack List flag can be set to on automatically according to the OE_SHIP_PACK_ALWAYS parameter in program MURM, Initialization Parameter Maintenance.

* FOREIGN_PACKLIST_COPIES parameter in program MURM, Initialization Parameter Maintenance sets the number of foreign packing slips to print. Default is 4 if NULL.

* If the Auto Backorder flag is set to on under the [Order Codes] button, when the [Ship Order] or [Manually Ship Order] button is pressed, sales order lines that cannot be shipped or that are being manually shipped will have the quantity shipped automatically placed in the Qty Backordered field. The default setting of this flag is determined by the OESHIP_AUTO_BACKORDER parameter in program MURM, Initialization Parameter Maintenance.

6. You can maintain the order codes with the [Order Codes] button. Order codes include the following information.

* In the Ship Via field, you can maintain the ship via code for the sales order. The miscellaneous code assigned to the ship via code is displayed to the right of the ship via code.

* In the Frieght field, you can maintain the freight code for the sales order.

* If the Use 3rd Party Billing flag is set to on¸ in the 3rd Party Billing field, you can enter the third party billing accoung for the sales order. For more information, see the Third Party Shipping Accounts for Shipping Interfaces section of the NDS Online Help.

* In the FOB field, you can maintain the FOB code for the sales order.

* In the Terms field, you can maintain the terms code assigned to the sales order.

* In the Hold Code field, if you wish to place the sales order on hold, enter the desired hold code. If the hold code assigned to the order has the Allow Release in Shipping flag set to on in program CMHM, Hold Code Maintenance, the hold code can also be removed from the sales order in this program by clearing the hold code from this field.

* In the L/C No field, enter the letter of credit reference for this sales order, if desired.

* In the Catalog ID field, the catalog number for catalog pricing is displayed. The default catalog ID for a sales order is determined by the catalog ID assigned to the sales location in program ARLM, Location Maintenance.

* If the Margin Pricing flag is set to on, the customer is a margin priced customer. In the Req Margin field, the margin percent can be changed for margin priced customers. The margin percentage cannot be more than 99.99%.

If you change the margin percentage manually, the manual entry will override the default values from the credit record and location record.

* The Back Orders Allowed flag defaults from the customer master record in program CMMM, Customer Master Maintenance, but can be changed by sales order. If this flag is set to off for a sales order, you will be given a warning message if you enter a backorder quantity during shipping confirmation with program OESC, Shipping Confirmation, but the backorder will be allowed.

* In the Parent Order field, if you are automatically merging this sales order with another, enter the parent sales order number into which this sales order will be merged. The parent sales order suffix must also be entered to the right.

* Set the Merge Invoice flag to on if you are automatically merging this sales order with the entered parent sales order number.

For more information, see the Automatic Sales Order Merge section of the Sales Order Entry Features section.

* In the Batch Ship Eval Timer field, enter the time in the future that batch shipping with program OESB, Sales Order Batch Shipping, should process the sales order if it's shippable. Format is MM-DD-RR HH24:MI.

* In the BOL No field, enter the bill of lading number for the sales order, if desired.

* If the order is only to be shipped when the entire quantity is available to be shipped, set the Ship Complete Only flag to on. For more information on the Ship Complete Only flag, see the Ship Complete Only section of the Sales Order Entry Features.

* If 3rd Party Billing Accounts are to be used for this sales order, set the Use 3rd Party Billing flag to on. For more information, see the Third Party Shipping Accounts for Shipping Interfaces section of the NDS Online Help.

* Set the Backorders Allowed flag to the desired setting. The setting of this flag determines whether this sales order can be backordered. The default comes from program CMMM, Customer Master Maintenance, but can be changed by sales order.

If this flag is set to off for a sales order, you will be given a warning message if you enter a backorder quantity during shipping confirmation with program OESC, Shipping Confirmation, but the backorder will be allowed.

* Set the Auto Backorder flag to the desired setting.

When the flag is set to on and shipping is initialized, the ordered amounts will be defaulted into the Backorder field for the sales order line. This retains sales allocations for the sales order line until shipping is completed. If the customer does not allow backorders, the Remove Backorders flag will be set to on automatically as well, so that the backorders are removed automatically when shipping is complete.

When the flag is set to off, and shipping is initialized, the ordered quantities will not be defaulted into the backordered field.

The default value for this flag is determined by the OESHIP_AUTO_BACKORDER parameter in program MURM, Initialization Parameter Maintenance.

* Set the Print B/Ord Acknowledgement to the desired setting. The setting of this flag determines whether program OEAP, Print Order Acknowledgments, will print an acknowledgment for the backorder if a backorder is created.

* Set the Print Invoice flag to the desired setting. When this flag is set to on, an invoice can be printed for this sales order with program ARIP, Invoice Print, or program ARIPL, Invoice Print (Laser).

* The invoice print checkbox in OESC can be controlled by SHIPPING_INV_DOC parameter in program MURM, Initialization Parameter Maintenance. Default is N for not checked. If set to N, then the system does not check oehead and does not print an invoice. If set to Y, then system checks OESX murms for which invoice drill down to run.

* Different invoices can be printed based on the OESX_INVOICE and OESX_DTL_INVOICE parameters in program MURM, Initialization Parameter Maintenance

* Set the Print Packing List flag to the desired setting. When this flag is set to on¸ the packing list can be printed for this sales order with program OEPL, Sales Order Packing List. Sales order lines also have print flags in the lower block. Both the header print flag and the line print flag must be set to on for the line item to print on the packing list.

* Set the Print Picking List flag to the desired setting. When this flag is set to on¸ the pick list can be printed for this sales order with program OEPR, Sales Order Pick List. Sales order lines also have print flags in the lower block. Both the header print flag and the line print flag must be set to on for the line item to print on the pick list.

* Set the Print Detail Invoice flag to the desired setting. The setting of this flag determines whether program ARIP, Invoice Print, will include the sales order detail lines. If this flag is set to on, the invoice will include the sales order detail information. If this flag is set to off, the invoice will only display sales order summary information. The default value of this flag is from program CMMM, Customer Master Maintenance.

* Set the Comingle Pallets flag to the desired setting. When the flag is set to on, shipping can be done in any container for an order, regardless of the sales order line plant. When the flag is set to off, a plant cannot ship in containers that are already in use on a sales order line by another plant. The default value for this flag is determined by the COMINGLE_PALLETS parameter in program MURM, Initialization Parameter Maintenance.

7. Sales order tracking can be maintained with the [Tracking] button.

8. Addresses can be maintained with the [Addresses] button.

* For more information on sales order addresses, see the Addresses section of the Sales Order Entry Features.

* The customer fax and email information can be changed for a sales order. This information can also be added to the customer master record from the sales order, if desired. For more information, see the Fax / Email Override section of the Sales Order Entry Features.

* Set the Residential flag to on to indicate that the address is a residential address. Otherwise, leave the flag set to off.

* Zip codes entered here can be validated against existing zip codes, or have a format mask applied. For more information, see the Zip Code Formatting and Validation by Country Code section.

Ship Order

Once you've pressed the [Ship Order] button in the header, the following steps must be completed.

1. Select from shipping lines for only the entered plant or all plants.

* Selecting Plant XX Only will only ship the sales order lines for the entered plant.

* Selecting All Plants will ship the sales order lines for all plants.

2. If the order includes controlled items that are not reserved, the program will set the status to J - Confirmed Incomplete. See Manually Ship Order for instructions on shipping controlled items.

* For information on how controlled items that are reserved are treated on manually shipped orders, see Reserved Control Number Shipment.

3. If the program includes kits with controlled items that are not reserved, the program will set the status to J - Confirmed Incomplete. See Shipping Kit Items for instructions on shipping kit items.

* If a model item has the Treat Model as Kit flag set to on in program MOTM, Modular Bill Maintenance, the model item is treated as a kit for shipping as well. See Shipping Kit Items.

* For information on how controlled items that are reserved are treated on manually shipped orders, see Reserved Control Number Shipment.

4. For information on changing order lines and entering backorders, see Manually Ship Order.

5. If the order includes reserved controlled items or kit items with reserved controlled components, the program will automatically enter the control numbers on the ship details screen and ship the items. This does not apply for staged orders.

* Reserved control numbers will be entered in the ship details for the item in program OESC, Shipping Confirmation, regardless of whether they are in the wrong plant, in a unshippable location, or with insufficient on hand inventory. Warnings will be displayed, and the ship details can be changed.

* If the Keep Reservation History flag in program SPMM, System Parameters/Default Maintenance, is set to on, the system will record changes made to reservation records for work orders and sales orders.

This information can be viewed in program ITRH, Item Control Reservation History. The information that is recorded includes adding, deleting, and changing reservation records.

If the flag is set to off, changes will not be recorded.

6. If you wish to containerize the order, see the Containerizing Non-Staged Sales Orders for Shipping section.

7. Press the [Summary] button. Charges displayed here are only for the shipped quantities. When backorders are created and shipped, the charges are recalculated for the backordered and shipped quantities. See the Entering Summary Information for Sales Orders section for more information.

8. You can enter payment information in the lower block of the Summary screen, if appropriate. See the Entering Payments for Sales Orders section for more information.

9. If items have been containerized for this order, see the Containerizing Non-Staged Sales Orders for Shipping section for more information about features for containers available on the Summary screen.

10. The pop-list below the [Order Complete] button will display the following:

* Fully Shipped. The sales order is ready to be shipped. Press the [Order Complete] button.

* If pop-list displays anything else, see Manually Ship Order.

11. Press the [Order Complete] button when the pop-list displays Fully Shipped.

* You must press this button for the sales order to be able to be selected in program OESJ, Sales Order End of Day and Journals, for processing.

* Sales orders with sales order lines for multiple plants cannot be status S - Confirmed Complete, until all line items have the Print Pick List and Print Pack List flags set to off.

12. The order is ready to be processed through program OESJ, Sales Orders End of Day & Journals.

Manually Ship Order

The fields displayed in the lower block are dependent on the setting of the Display Mode pop-list.

* The default value for the Display Mode pop-list is controlled by the OESC_DISPLAY_MODE parameter in program MURM, Initialization Parameter Maintenance.

* When the pop-list is set to Normal, there are more fields displayed for maintenance, and less items displayed at one time.

1. In the Qty Shipped field, enter the quantity of item that has been shipped for the non-controlled or kit items on the order.

* If the SKU Not Mutable flag is set to on in program ICSM, Inventory Sales Data Maintenance, for the item and sales units of measure, shipments for the item and unit of measure will be shipped using that SKU unit of measure for the item.

2. In the Qty Backordered field, enter the quantity of the item that has been backordered for the non-controlled or kit items on the order.

* Non-controlled items are shipped from their default locations entered in program ICEM, Item/Plant Maintenance. To ship a non-controlled item from a location other than the default, see step 3.

* For more information on shipping kit items, see Shipping Kit Items.

If a model item has the Treat Model as Kit flag set to on in program MOTM, Modular Bill Maintenance, the model item is treated as a kit for shipping as well. See Shipping Kit Items.

* If the Auto Backorder flag under the [Order Codes] button has been set to on, the backordered quantity will be set to be the same as the ordered quantity in order to preserve sales allocations for this order.

3. For line items for which you are entering the shipping quantity for the first time, you can define the container into which the line item is being place. In the Container No field, enter the container number for this shipment.

* You can only do this if this is the first shipping record you are creating for this line item on the sales orders.

* If you need to maintain split the quantity shipped among multiple containers, you can do so using the [Split Containers] $images\ebx_-1892412281.gif$ button. See the Splitting Containers for Sales Order Lines section for more information.

* You can also maintain the quantity shipped among the containers by using the [Ship Details] button for the non-controlled items.

4. For reserved control numbers and quantities on manually shipped orders, see Reserved Control Number Shipment. This does not apply for staged orders.

* Whether manually shipped reserved control numbers will be shipped automatically depends upon the setting of the Auto Ship Reservations with Manual Ship Option flag in program SPMM, System Parameters/Default Maintenance.

If the Auto Ship Reservations with Manual Ship Option flag is set to on, reserved control numbers will be entered in the ship details for the item in program OESC, Shipping Confirmation, regardless of whether they are in the wrong plant, in a unshippable location, or with insufficient on hand inventory. Warnings will be displayed, and the ship details can be changed.

If the Auto Ship Reservations with Manual Ship Option flag is set to off, reserved control numbers will not be entered in the ship details. In order to ship reservations for items in this scenario, the [Ship Reserved] button must be pressed on the Ship Details screen.

This information can be viewed in program ITRH, Item Control Reservation History. The information that is recorded includes adding, deleting, and changing reservation records.

If the flag is set to off, changes will not be recorded.

5. For controlled items, and non-controlled items that are to be shipped from a location other than the default, select the item and press the [Ship Details] button.

* This allows you to specify the shipping location and control numbers.

* The system allows you to enter a control number even if it has a zero or negative quantity on hand. The logic is that the control number entered at this time is correct and that the error occurred earlier. You can use program ITEI, Control Number Error Inquiry, at any time to check for control number errors.

6. In the Plant Code field, enter the plant from which the item will be shipped.

7. In the Area field, enter the stock area from which the item will be shipped.

8. In the Bin field, enter the bin location from which the item will be shipped.

9. If reservations were not shipped automatically, you can press the [Ship Reserved] button and the reservation will be entered in the ship details.

* If reservations were shipped automatically, and the [Ship Reserved] button is pressed, the program will return the message "Reservations have already been auto shipped."

10. For lot controlled items, in the Control Number - Start field, enter the lot control number for the items being shipped. The List of Values displays the control numbers that exist in this indicated stock area and bin location.

* If you are using master lots, you can enter a lot control number range here.

* Enter the first lot control number in the range in the Control Number - Start field.

* Enter the last control number in the range in the Control Number - End field.

* Only lot control numbers with master lots can be shipped in ranges.

* For more information on master lots, see Shipping Master Lots and Lot Control Number Ranges

11. For serial controlled items, you can enter a range of serial control numbers for the shipped quantity.

* Enter the first control number in the range in the Control Number - Start field.

* Enter the last control number in the range in the Control Number - End field.

* If you enter a range of serial control numbers for the items, the range of control numbers must be equal to the number of items being shipped from the indicated location. For example, if you are shipping 5 of an item, you need to enter a range of control numbers that includes exactly five control numbers.

* If the item that is being shipped is defined as optional control in program ICEM, Item/Plant Maintenance, and it is being shipped from a non-controlled location, a control number must be entered for the item.

12. In the Qty Shipped field, enter the quantity to be shipped from the entered location.

* Double-clicking in the Qty Shipped field will automatically enter the quantity ordered less the backordered quantity.

* You can ship quantities from multiple locations and with multiple control numbers.

13. If you wish to containerize the order, see the Containerizing Non-Staged Sales Orders for Shipping section.

14. If controlled items with reservations are backordered, the reservation quantity will be recalculated and also backordered.

* If the entire reserved quantity for a sales order line is not shipped and not backordered, the reservation details for the line will be deleted.

15. Press [Commit]; return to the main shipping screen.

16. Press the [Summary] button.

* Charges displayed here are only for the shipped quantities.

* When backorders are created and shipped, the charges are recalculated for the backordered and shipped quantities.

* See the Entering Summary Information for Sales Orders section for more information.

17. You can enter payment information in the lower block of the Summary screen, if appropriate.

* See the Entering Payments for Sales Orders section for more information.

18. If items have been containerized for this order, see the Containerizing Non-Staged Sales Orders for Shipping section for more information about features for containers available on the Summary screen.

19. The pop-list below the [Order Complete] button will display one of the following:

* Manual Shipment Selected. The sales order will be ready to be shipped when one of Remainder flags have been set to on and the [Order Complete] button pressed.

* Kits Require Manual Shipment. The sales order contains kit items that have not had shipping information entered. See the Shipping Kit Items section for instructions on how to ship kit items.

20. Set one of the following flags to on. This allows you to only manually maintain a few of the order lines, and have the program ship, backorder, or cancel the item quantities for which there is a zero (0) quantity in the Shipped field and the Backordered field.

* Ship Remaining Lines?: Ship the quantities on the lines for which no ship quantities were entered. Only non-controlled items will be shipped automatically. This will ship the items on the order lines for which there is a zero (0) quantity in the Shipped field and Backordered field.

* Backorder Remaining Lines?: Backorder the quantities on the lines for which no ship quantities were entered. This will backorder the items on the order lines for which there is a zero (0) quantity in the Shipped field and Backordered field.

* No More Action?: The quantities on the lines for which no ship quantities were entered will be cancelled. The items on the order lines for which there is a zero (0) quantity in the Shipped field and Backordered field will not be shipped or backordered.

21. If you set the No More Action? flag to on, you can set the Remove Backorders flag to on if you wish to remove all backordered quantities from sales order lines when the order is marked as shipped complete.

22. Press [Order Complete] to change the order status from J - Confirmed Incomplete to S - Confirmed Complete.

* If the Ship Complete Only flag is set to on for this sales order, and the quantity ordered does not equal the quantity shipped on all sales order lines, the order status will not change, and you will receive a message informing you of the lines that are not fully shipped.

* If you have set the Ship Remaining Lines? flag to on, the quantities on the lines that can be shipped will be shipped, then the order will be checked to see if it has been shipped complete. If all lines are shipped complete, the status will be changed. If some lines were not shipped, or were only partially shipped, the status will not be changed, and you will receive the message.

* You must press this button for the sales order to be able to be selected in program OESJ, Sales Order End of Day and Journals, for processing.

* Sales orders with sales order lines for multiple plants cannot be status S - Confirmed Complete, until all line items have the Print Pick List and Print Pack List flags set to off.

23. The order is now ready for processing through program OESJ, Sales Orders End of Day & Journals.

Containerizing Non-Staged Sales Orders for Shipping

You can also use the [Split Containers] $images\ebx_-1892412281.gif$ button for a sales order line to split the line item quantity between containers. For more information, see the Splitting Containers for Sales Order Lines section for more information.

1. Press the [Ship Details] button.

2. In the Plant Code field, enter the plant code from which the items will be shipped.

3. In the Area field, enter the stock area from which the items will be shipped.

4. In the Bin field, enter the bin location from which the items will be shipped.

5. In the Control Number - Start field and Control Number - End field, enter the control number or range of control numbers that you are shipping in the container if this is a controlled item.

6. In the Qty Shipped field, enter the quantity to be shipped in the container.

* You can put different quantities of items in different boxes. More than one container can be used per order.

* Items with the same lot control number and shipping location can be shipped in different containers, as can a non-controlled item quantity with the same shipping location.

7. In the Container field, enter the container in which the items will be shipped. You can enter numbers from 1 to 99 in this field.

8. Repeat until all items that you want to ship in containers have been entered with a container number.

9. When the [Summary] button is pressed, you can maintain the items entered for containers.

10. Press the [Maintain Container List] button.

* Container information for the order is displayed.

* In the Container ID field, you can change the container ID.

* If your have a tracking number from the vendor carrier that is assigned to the ship via code for this order, such as UPS or Federal Express, this is where you would enter the tracking number.

* When containers are queried in program OEST, Container Status Inquiry, you can view the tracking information from the vendor's web site for the container.

* This feature is currently only available for Federal Express and UPS. The vendor code for these companies must be assigned to the appropriate ship via codes in program SPSF, Ship Via Code Maintenance.

* You can also maintain other container information.

* The Stock Area and Bin Location field will display NOT STAGED because the order was containerized in program OESC, Shipping Confirmation,

* The Freight Cost/Inv fields are used as reference only by the system, but if you have a custom interface to a freight system, this field can be used for the interface. The Clippership Interface and Connectship / WorldEase Interface uses these fields to maintain the freight cost and invoiced by container.

* In the Bill of Lading field, the bill of lading number for the container is displayed. If multiple bills of lading exist for the same container, this field will display *********.

* The Manifest Location field displays the plant from which the container will be shipped. When the [Clippership] button is pressed, only containers with a Manifest Location equal to the logged in plant will be sent for processing by the Clippership Interface or Connectship / WorldEase Interface.

* If no further changes to contents or quantity are allowed for this container, set the Locked flag to on.

11. Press the [Contents] button to view the contents of the selected container.

Splitting Containers for Sales Order Lines

Non-controlled items on non-staged sales orders can be split between containers using the [Split Containers] $images\ebx_-1892412281.gif$ button for a sales order line.

1. Press the [Split Containers] $images\ebx_-1892412281.gif$ button for the sales order line for which you wish to split the quantity between containers.

2. The Split Containers screen is displayed.

3. The containers and quantities shipped for this line item are listed on the left.

4. If the Locked flag is set to on, the container quantity cannot be modified. The Locked flag is maintained for containers from [Maintain Container List] button on the Summary screen.

5. To split the quantity shipped between containers, change the value in the Qty Shipped field for the existing container to be the quantity shipped in that container.

6. Then, click on one of the empty records.

7. In the Container No field, enter the container number for the new container.

8. In the Qty Shipped field, enter the quantity shipped in the new container.

9. Repeat until the quantity is split into the desired number of containers.

10. When all changes have been made, click on the [Done] button to save the changes.

11. Pressing the [Cancel] button will cancel all changes made.

12. Pressing the [Remove Empty Containers] button is the only way to remove containers from the order that are not valid, or from which you have moved all of the inventory.

13. You can move all quantities for the item into a new container.

* In the Move To field, enter the container number into which you wish to move the inventory.

* Click on the [Move All] button.

Shipping Staged and Containerized Sales Orders

1. Containerized orders cannot be manually shipped.

2. In the Date Shipped field, enter the shipping date.

3. Query the containerized order.

4. Press the [Select Containers] button.

5. Set the Ship flag to on for all containers that you want to ship.

* To select all containers to be shipped, press the [Select All] $images\ebx_1746095736.gif$ button. This will select all containers. You can deselect containers after this button has been pressed.

* To deselect all containers, press the [Deselect All] $images\ebx_-1261508918.gif$ button. You can select containers after this button has been pressed.

6. Return to the main shipping screen.

7. Press the [Ship Orders] button. This will change the order status from O - Complete to J - Confirmed Incomplete.

* If the MURM parameter SINGLE_BOL_SHIPPING has the value TRUE, all containers that are selected must be associated with the same bill of lading number in program OSLM, Bill of Lading Maintenance. For more information, see the Single Bill of Lading Shipping section of program MURM, Initialization Parameter Maintenance.

8. Press the [Summary] button. Charges displayed here are only for the shipped quantities. When backorders are created and shipped, the charges are recalculated for the backordered and shipped quantities. See the Entering Summary Information for Sales Orders section for more information.

9. You can enter payment information in the lower block of the Summary screen, if appropriate. See the Entering Payments for Sales Orders section for more information.

10. The pop-list below the [Order Complete] button will display one of the following:

* Fully Shipped. The sales order is ready to be shipped. Press the [Order Complete] button.

* Kits Require Manual Shipment. Kits are included in the sales order and have not been shipped. See the Shipping Kit Items section for instructions on how to ship kit items.

11. Press the [Order Complete] button. This will change the order status from J - Confirmed Incomplete to S - Confirmed Complete.

* You must press this button for the sales order to be able to be selected in program OESJ, Sales Order End of Day and Journals, for processing.

12. The order is now ready to be processed through program OESJ, Sales Orders End of Day & Journals.

Shipping Kit Items

1. In the Date Shipped field, enter the shipping date. The default is today's date.

2. Query the order you wish to ship.

3. The invoice number will be assigned automatically when the order is processed through program OESJ, Sales Orders End of Day & Journals.

4. Press the [Ship Order] or [Manually Ship Order] button. This will change the order status.

* Pressing the [Ship Order] button will ship the entire order and automatically enter the ship quantities for non-controlled items and reserved controlled items. See Shipping Kit Orders.

* Pressing the [Manually Ship Order] button allows you to enter the quantities shipped and backordered. This will change the order status to J - Confirmed Incomplete. See Manually Shipping Kit Orders.

* Sales orders with sales order lines for multiple plants cannot be status S - Confirmed Complete, until all line items have the Print Pick List and Print Pack List flags set to off.

* When pressing these buttons, the Print Pack List flag can be set to on automatically according to the OE_SHIP_PACK_ALWAYS parameter in program MURM, Initialization Parameter Maintenance.

5. You can maintain the order codes with the [Order Codes] button. Order codes include the following information.

* In the Ship Via field, you can maintain the ship via code for the sales order. The miscellaneous code assigned to the ship via code is displayed to the right of the ship via code.

* In the Frieght field, you can maintain the freight code for the sales order.

* In the FOB field, you can maintain the FOB code for the sales order.

* In the Terms field, you can maintain the terms code assigned to the sales order.

* In the L/C No field, enter the letter of credit reference for this sales order, if desired.

* In the BOL No field, enter the bill of lading number for the sales order, if desired.

6. Sales order tracking can be maintained with the [Tracking] button.

7. Addresses can be maintained with the [Addresses] button.

* For more information on sales order addresses, see the Addresses section of the Sales Order Entry Features.

* Set the Residential flag to on to indicate that the address is a residential address. Otherwise, leave the flag set to off.

* Zip codes entered here can be validated against existing zip codes, or have a format mask applied. For more information, see the Zip Code Formatting and Validation by Country Code section.

Shipping Kit Orders

1. For kits with non-controlled items or with reserved controlled items, the quantity shipped will be entered automatically.

* You can maintain the shipping details for non-controlled items with the [Ship Details] button, if desired.

2. For kits with controlled items that are not reserved, see Manually Shipping Kit Orders.

3. If you wish to containerize the order, see the Containerizing Non-Staged Sales Orders for Shipping section.

4. Press [Commit]. Return to the main shipping screen. You can also maintain the shipping information for non-controlled items with the [Ship Details] screen.

5. Press the [Summary] button.

* Charges displayed here are only for the shipped quantities.

* When backorders are created and shipped, the charges are recalculated for the backordered and shipped quantities. See the Entering Summary Information for Sales Orders section for more information.

6. You can enter payment information in the lower block of the Summary screen, if appropriate. See the Entering Payments for Sales Orders section for more information.

7. Press the [Order Complete] button.

* If the pop-list displays Kits Require Manual Shipment, the control numbers have not been assigned for an item in a kit. See the beginning of Shipping Kit Orders.

* You must press this button for the sales order to be able to be selected in program OESJ, Sales Order End of Day and Journals, for processing.

8. The order is ready to be processed through program OESJ, Sales Orders End of Day & Journals.

Manually Shipping Kit Orders

The fields displayed in the lower block are dependent on the setting of the Display Mode pop-list.

* The default value for the Display Mode pop-list is controlled by the OESC_DISPLAY_MODE parameter in program MURM, Initialization Parameter Maintenance.

* When the pop-list is set to Normal, there are more fields displayed for maintenance, and less items displayed at one time.

1. In the Qty Shipped field, enter the quantity shipped for the kit.

2. For line items for which you are entering the shipping quantity for the first time, you can define the container into which the line item is being placed. In the Cont # field, enter the container number for this shipment.

* You can only do this if this is the first shipping record you are creating for this line item on the sales orders.

* You can also maintain the quantity shipped among the containers by using the [Ship Details] button.

3. Press the [Ship Details] button. This allows you to specify from which locations and control numbers the ship quantity will be taken.

4. Find the item for which you wish to maintain the ship details by scrolling through the kit components with the arrow keys or the scroll bar to the right of the items.

5. In the lower block, in the Plant field, enter the plant code from which the quantity will be shipped.

6. In the Area field, enter the stock area from which the quantity will be shipped.

7. In the Bin Field, enter the bin location from which the quantity will be shipped.

8. For lot controlled items, enter the lot control number in the Control Number - Start field. The List of Values displays control numbers that exist in the indicated stock area and bin location.

* Whether reserved control numbers will be shipped automatically depends upon two things:

The setting of the Auto Ship Reservations with Manual Ship Option flag in program SPMM, System Parameters/Default Maintenance.

Whether the [Ship Order] or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, for the order.

* If you are using master lots, you can enter a lot control number range here.

Enter the first lot control number in the range in the Control Number - Start field.

Enter the last control number in the range in the Control Number - End field.

Only lot control numbers with master lots can be shipped in ranges.

For more information on master lots, see Shipping Master Lots and Lot Control Number Ranges

9. For serial controlled items, you can enter a range of serial control numbers for the shipped quantity.

* Enter the first control number in the range in the Control Number - Start field.

* Enter the last control number in the range in the Control Number - End field.

* Whether reserved control numbers will be shipped automatically depends upon two things:

The setting of the Auto Ship Reservations with Manual Ship Option flag in program SPMM, System Parameters/Default Maintenance.

Whether the [Ship Order] or [Manually Ship Order] button is pressed in program OESC, Shipping Confirmation, for the order.

10. In the Quantity field, enter the quantity shipped from that location.

* Double-clicking with your left mouse button in the Quantity field will enter the quantity ordered less the backordered quantity.

* You can ship quantities from multiple locations and with multiple control numbers.

11. If you wish to containerize the order, see the Containerizing Non-Staged Sales Orders for Shipping section.

12. Press [Commit]. Return to the main shipping screen.

13. Press the [Summary] button.

* Charges displayed here are only for the shipped quantities.

* When backorders are created and shipped, the charges are recalculated for the backordered and shipped quantities. See the Entering Summary Information for Sales Orders section for more information.

14. You can enter payment information in the lower block of the Summary screen, if appropriate. See the Entering Payments for Sales Orders section for more information.

15. The pop-list below the [Order Complete] button will display Manual Shipment Selected or Kits Require Manual Shipment.

* The sales order will be ready to be shipped when one of Remainder flags have been set to on and the [Order Complete] button pressed.

16. Set one of the following flags to on. This allows you to only manually maintain a few of the order lines, and have the program ship, backorder, or cancel the item quantities for which there is a zero (0) quantity in the Shipped field and the Backordered field.

17. If you set the No More Action? flag to on, you can set the Remove Backorders flag to on if you wish to remove all backordered quantities from sales order lines when the order is marked as shipped complete.

18. Press [Order Complete] to change the order status from J - Confirmed Incomplete to S - Confirmed Complete.

* You must press this button for the sales order to be able to be selected in program OESJ, Sales Order End of Day and Journals, for processing.

19. The order is now ready for processing through program OESJ, Sales Orders End of Day & Journals.

Splitting Containers for Sales Order Lines with Kits

Kit items on non-staged sales orders can be split between containers using the [Split Containers] $images\ebx_-1892412281.gif$ button for a sales order line.

1. Press the [Split Containers] $images\ebx_-1892412281.gif$ button for the sales order line for which you wish to split the quantity between containers.

2. The Split Containers screen is displayed. The Split Containers screen has two modes for kits: Splitting Containers for Whole Kits or Splitting Containers for Kit Components. This information is displayed in the pop-list at the top of the screen. When the screen is first opened for a kit line item, the mode is Splitting Containers for Whole Kits.

3. The kit item is displayed to the left of the screen along with the quantity shipped and containerized for the entire kit.

4. The containers and the quantities shipped that exist for the entire kit are displayed to the right of the kit item.

5. If the Locked flag is set to on, the container quantity cannot be modified. The Locked flag is maintained for containers from [Maintain Container List] button on the Summary screen.

6. To split the quantity shipped for the entire kit between containers, change the value in the Qty field for the existing container to be the quantity shipped in that container.

7. Then, click on one of the empty records.

8. In the Cont # field, enter the container number for the new container.

8. In the Qty field, enter the quantity shipped in the new container.

9. Repeat until the quantity is split into the desired number of containers.

10. When all changes have been made, click on the [Done] button to save the changes.

11. If you wish to maintain the containers for the component items for the kit, you can do so by clicking on the Split Kit button.

12. The mode for the Split Containers screen is changed into Splitting Containers for Kit Components.

13. All component items in the kit are displayed on the left of the screen along with their quantity shipped and containerized.

14. The containers that exist for a kit component item are displayed to the right of the component item. You can only have up to ten containers for a kit component.

15. If the Locked flag is set to on, the container quantity cannot be modified. The Locked flag is maintained for containers from [Maintain Container List] button on the Summary screen.

16. To split the quantity shipped for the kit component between containers, change the value in the Qty field for the existing container to be the quantity shipped in that container.

17. Then, click on one of the empty records.

18. In the Cont # field, enter the container number for the new container.

19. In the Qty field, enter the quantity shipped in the new container.

20. Repeat until the quantity is split into the desired number of containers.

21. When all changes have been made, click on the [Done] button to save the changes.

22. Pressing the [Cancel] button will cancel all changes made.

23. Pressing the [Remove Empty Containers] button is the only way to remove containers from the order that are not valid, or from which you have moved all of the inventory.

24. You can press the [Unship All] button at any time to start over in containerizing the kit item.

Maintaining Summary Information for Sales Orders

1. Press the [Summary] button. Charges displayed here are only for the shipped quantities. When backorders are created and shipped, the charges are recalculated for the backordered and shipped quantities.

2. In the Freight Charges field, enter the dollar amount of the freight charges, if desired.

3. In the Freight Cost field, you can enter the dollar amount of the freight cost, if desired.

4. In the Misc Chgs fields, enter miscellaneous codes and charges, if desired.

* Miscellaneous codes will be entered from the customer ship to code, customer credit record, ship via record, and payment type record.

* You can enter as many miscellaneous codes as desired. Use the scroll bar to move through the existing miscellaneous codes.

* Only codes defined as value source E - User Entered in program SPMC, Miscellaneous Code Maintenance, can have the values maintained in this program. The value sources that define a miscellaneous code are as follows:

* User Entered. Codes with this value can be entered by the user during sales order entry, or when the code is assigned to a customer.

* Percentage of Gross. Codes with this value will take a percentage of the gross value of the order and apply it to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the customer.

* Percentage of Freight. Codes with this value will take a percentage of the freight charge and apply it to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the customer.

* Fixed Value. Codes with this value will apply the entered fixed amount to the sales order total. Codes with this value source cannot be maintained by the user during sales order entry or when assigning codes to a customer.

* Percentage of Payment. Codes with this value will take a percentage of the payment for the payment type to which the code is linked and apply it to the sales order total. This allows charges for partial payments to be calculated accurately. Codes with this value source cannot be maintained by the user during sales order entry or when assigning the code to the payment type.

5. In the Disc Pct field, enter the discount percentage. If you enter a percentage here, the discount you enter will be taken from the order total.

6. In the Prepaid Pymts (deposit) field, enter any deposit promised by the customer.

7. In the No of Cartons field, enter the number of cartons for the order, if desired.

8. In the Carrier field, enter the freight vendor, if the order will be shipped through an outside vendor.

9. The Gross Weight field is calculated from the sales order line item weights. This information can be changed.

* When you first view the order weight, the pop-list to the right is set to Weight. This indicates that the weight was calculated by the program.

* You can change the weight manually in the Order Weight field and press [Commit]. The pop-list to the right will change to Manual, indicating that the weight was manually entered by the user.

* If you wish to have the program recalculate the weight based on the sales order lines after it has been manually changed, you can change the pop-list to Weight and press [Commit]. The weight will be recalculated according to the sales order lines and the pop-list will remain set to Weight.

* Setting the pop-list to Clipper indicates that the weight was or will be obtained from the Clippership Interface or Connectship / WorldEase Interface. Once you have selected the Clipper setting and pressed [Commit], you can no longer manually maintain the order weight, or have the weight calculated by the program. When the Clippership Interface or Connectship / WorldEase Interface software updates the order information, the Gross Weight field will reflect the weight from the Clippership Interface or Connectship / WorldEase Interface software.

Custom code can be entered in your procuser.sql file to prevent the Gross Weight here from being updated by the Clippership Interface or Connectship / WorldEase Interface.

10. Set the Keep Inventory as Customer Owned FG flag to the desired setting. This flag setting determines whether the shipped inventory will be recorded and stored as customer owned.

* For more information, see the Storing Customer Owned Inventory section.

11. Set the Remove Backorders flag to on if you wish to remove all backordered quantities from sales order lines when the order is marked as shipped complete. This flag can only be set to on if the No More Action? flag is set to on.

12. You can enter payment information in the lower block of the Summary screen, if appropriate. See the Entering Payments for Sales Orders section for more information.

13. You can press the [Un-Confirm Order] button to change the order status from S - Confirmed Complete to J - Confirmed Incomplete. Does not affect shipment quantities or allocations, simply changes the sales order status.

Entering Payments for Sales Orders

1. You can enter payment information in the lower block of the Summary screen, if appropriate.

2. In the Pay Type field, enter the payment type. This indicates the type of payment.

* When payments are posted to the general ledger is determined by the G/L Timing flag in program SPPT, Payment Type Maintenance, for the payment type. For more information, see Posting Payments to the General Ledger

* Payment types are maintained in program SPPT, Payment Type Maintenance, but the following payment types come with the system.

* 1 Cash This payment type is used for cash payments. Only the payment amount must be entered.

* 2 Check This payment type is used for payments made with checks. The payment amount, check number, customer name, ABA number, and driver's license number can be entered.

* 3 Credit Card This payment type is used for payments made with a credit card. The payment amount, name on the credit card, credit card number, CVV code, and expiration date can be entered. You can enter an authorized amount. If an authorized amount is entered, and the payment amount exceeds the authorized amount, a warning will be displayed. If credit card information has been entered in program CMCM, Customer Credit Maintenance, for the customer, then a list of values is available.

* 4 Return Return payment types are used in point of sale transactions.

* 5 TAC This payment type is used for Trade America Card transactions. The card number can be entered

* 6 COD This payment type is used for COD orders. Only one COD line per order is allowed. For point of sale, this payment type is to be entered for transaction type 1 - Cash, Check, CC Sales.

* 7 Will Call This payment type is used for orders that have been placed, but not paid.

* 8 Gift Cert This payment type is used for orders paid with gift certificates. The amount, name, and gift certificate number can be entered.

* 9 Neg Instr This payment type is used for any other negotiable instrument that is not covered by the other payment types, for example, traveler's checks. The amount, customer name, and instrument identification number can be entered.

3. In the additional field, enter the information needed for the indicated payment type, as indicated in the above descriptions.

4. With the cursor in the Card/ABA/Instr/Cert field, you can swipe a credit card using a keyboard swipe interface, and the appropriate information will be entered on the payment record.

5. If entering a payment for a payment type that has the Credit Card flag set to on in program SPPT, Payment Type Maintenance, press the [Payflow Pro] $images\ebx_417883968.gif$ button to authorize the payment.

* When payments are saved or when the Payflow Pro $images\ebx_417883968.gif$ button is pressed, credit card payments will be automatically calculated, including surcharges and payment amounts.

* This button will be grayed out if the payment has already been posted through OESJ, Sales Order End of Day and Journals.

* The response received from Payflow Pro can be viewed with the Payflow Pro Response $images\ebx_1398869658.gif$ button. For more information, see the Payflow Pro Payment Processing section.

6. Payments can be reauthorized here if the payment has not been posted to the general ledger.

* When authorizing payments, if the authorization is rejected, and the sales order has been confirmed (pop-list set to Fully Shipped), the sales order will be put on hold.

* If the sales order has not been confirmed (pop-list set to Manual Shipment Selected), if the sales order status is status S - Confirmed Complete, the sales orders status will be changed to status J - Confirmed Incomplete and placed on hold.

Printing Packing Documents

Set Up

Before packing documents can be printed in this program, the following set up must occur. In addition, drill downs records may need to be created for the desired packing documents.

* MURM, Initialization Parameter Maintenance: Some keys must be set up in program MURM, Initialization Parameter Maintenance, for the COMMON user in order to allow printing for license plates, AIAG labels and MSDS Sheets. See Label Printing for Receipts and MSDS sheets for more information.

* ICMM, Inventory Master Maintenance: In the POS Description 2 field, for items for which you are printing MSDS sheets, enter the exact filename for the MSDS sheet. The entry here will be attached to the end of the MSDS_FILES_ROOT value entered in program MURM, Initialization Parameter Maintenance. You can enter subdirectories here.

For example, if the root from program MURM, Initialization Parameter Maintenance, was C:\msds\, and the file index.pdf was in that directory, you would enter index.pdf in this POS Description2 field. If the file was in a subdirectory of the root directory, you would enter msds_sub\index.pdf, and the system would look in C:\msds\msds_sub\index.pdf for the file.

If you are using a Unix system, the slashes go the opposite direction, so the root might be /msds/ and the subdirectory and file might be msds_sub/index.pdf.

* WOUM, Bar Code Printer / User Cross-Reference: Set up printers for use as label printers in program OESC, Shipping Confirmation, for printing AIAG labels. Assign users to the printers.

* ESVM, Engineering Variable Maintenance: Define an AIAG variable for use in printing AIAG labels for customer sales orders. The variable should begin with the letters AIAG. You can define the variable with multiple values using the LOV features of this program.

* ESTM, Engineering Template Maintenance:Enter an AIAG Template. Set the Conformance flag to on to allow it to be assigned to customers in program CMMM, Customer Master Maintenance. Assign the AIAG variable and default value to the template.

* CMMM, Customer Master Maintenance:In the Template Selector Tab, assign the AIAG template to the customer. On the Template Specification Tab, change the variable value to the desired value for the AIAG labels.

Program OESC, Shipping Confirmation, will use the first variable it finds here with the first four characters AIAG, so you should only have one AIAG variable entered per customer. Otherwise there is no guarantee that the proper one will be selected.

Printing

1. When the sales order is status J - Confirmed Incomplete or status S - Confirmed Complete, press the [Packing Docs] button.

2. The Label Printer field displays the printer assigned to the DEF_BARCODE_PRINTER parameter in program MURM, Initialization Parameter Maintenance. You can change it, if desired.

3. The Laser Printer field displays the printer selected on the main menu. Laser printer information is set up in program MUPM, Printer Definition Maintenance.

4. In the # License Plates field, enter the number of license plate labels for the shipment.

License plate labels will be written to the output file in the format lpxxxxx.xml, where xxxxx is the order number. The output file location is determined by the settings in program MURM, Initialization Parameter Maintenance.

5. The Pack List Style defaults according to the country assigned to the customer in program CMMM, Customer Master Maintenance.

If the country assigned to the customer or ship to code is USA, this pop-list displays Domestic. If the country is something other than USA, the pop-list displays Foreign.

The setting of this field determines what type of packing list will be printed for the order.

6. In the # Packing Lists field, enter the number of packing lists to be printed.

7. Set the Print Packing List flag to on if you wish to print packing lists for this sales order. The packing list will be printed when this flag is set to on and there is a quantity in the # Packing Lists field.

8. Set the ClipperShip flag to on if the sales order will be sent to the Clippership Interface or Connectship / WorldEase Interface. The setting of this flag defaults from the ship via code.

When the ClipperShip flag or the WorldEase flag for the ship via code is set to on, this flag will be set to on automatically and sales order information can be transferred to the Clippership Interface or Connectship / WorldEase Interface when the [Process Shipment] flag is pressed. You can set the flag to off to prevent the sales order information from being copied to the Clippership Interface or Connectship / WorldEase Interface for this sales order.

If ClipperShip flag or WorldEase flag for the ship via code is not set to on, the setting of this flag does not matter, the sales order information will not be sent to the Clippership Interface or Connectship / WorldEase Interface.

When saved, only containers with a Manifest Location equal to the logged in plant will be sent to the Clippership Interface or Connectship / WorldEase Interface.

9. Set the Nafta Documents flag to on if NAFTA documents will be printed for this order. This flag is set to on automatically if the Pack List Style is set to Foreign and the ship to country is a NAFTA country.

NAFTA countries are Canada and Mexico.

10. Set the AIAG Labels flag to on if AIAG Labels will be printed for this order.

This flag is set to on automatically if the customer is assigned an AIAG variable in program CMMM, Customer Master Maintenance.

The first customer variable that begins with the characters AIAG will be used to define the AIAG label used for the sales order. Variables are entered for customers in program CMMM, Customer Master Maintenance, on the Template Tab.

You can set this flag to on, but if the customer is not assigned an AIAG variable value in program CMMM, Customer Master Maintenance, no label will be printed for the order.

AIAG labels are written to the output file as agxxxxx-yyy.xml, where xxxxx is the order number and yyy is the line number. The output file location is determined by the setting in program MURM, Initialization Parameter Maintenance.

11. Set the MSDS Sheets flag to on if MSDS sheets will be printed for this sales order.

This flag is set to on automatically if any item is assigned an MSDS file in the POS Description2 field of program ICMM, Inventory Master Maintenance.

You must have completed the setup for MSDS sheet printing in program MURM, Initialization Parameter Maintenance, and for each item in program ICMM, Inventory Master Maintenance, for sheets to be printed for the sales order.

You can set this flag to on, but if none of the items are assigned an MSDS file, no sheets will be printed.

12. Set the Invoice flag to on if you want an invoice to be printed for the sales order during shipment processing.

13. Using the two buttons on this screen, you can either just print the selected documents for this order or confirm the order and print the selected documents.

Press the [Print Documents] button to print the selected documents for this order.

Press the [Confirm Order/Print Docs] button to change the sales order status to S - Confirmed Complete and print the selected documents for the order.

Canceling Sales Orders

1. Type CANCEL in the PO No. field.

2. Enter the quantity shipped as zero.

3. Enter the quantity backordered as zero.

4. Press [Commit].

5. Press the [Summary] button.

6. Set the No More Action flag to on.

7. Press the [Order Complete] button.

* You must press this button for the sales order to be able to be selected in program OESJ, Sales Order End of Day and Journals, for processing.

Unshipping Sales Orders

1. Query the sales order that you wish to unship. The sales order should be a status J - Confirmed Incomplete or a status S - Confirmed Complete.

2. Press the [Unship] button.

3. The sales order will be unshipped, and any reservations for that sales order will be reserved again.

4. Inventory that was shipped on the order will be returned to stock. Sales allocations will be increased by the unshipped quantity.

* The pick print flag is reset according to the UNSHIP_PICK_PRINT parameter in program MURM, Initialization Parameter Maintenance. When the parameter is set to Y or null, the pick print flag will be reset to on. Otherwise, the pick print flag will not be reset.

* The sales order status is reset to the value defined in the UNSHIP_ORDER_STATUS parameter in program MURM, Initialization Parameter Maintenance. The parameter can be set to I - Incomplete or O - Complete. If set to any other value, then the Initial Order Status pop-list in program ARLM, Location Maintenance, determines the initial order status for sales order unshipped for a sales location.

5. The sales order can now be maintained in program OEOE, Sales Order Entry Maintenance.

OESC Action Buttons

Addresses

Maintain the customer ship to, sold to, invoice to, and bill to addresses.

ATP

Alt+4 in lower block

View available to promise information for the selected item.

Cancel

Press this button to cancel the changes that you made on the split containers block.

Clippership

Alt+L in header

Press this button to copy information to the Clippership Interface or Connectship / WorldEase Interface program. For more information, see Clippership Interface or Connectship / WorldEase Interface. The [Clippership] button cannot be pressed when the ship via code assigned to the sales order does not have the ClipperShip flag or the WorldEase flag set to on in program SPSF, Ship Via Code Maintenance. Only containers with a Manifest Location equal to the logged in plant will be sent to the shipping interface.

Comments

Alt+C in header

Press this button in the header to view sales order header comments.

Alt+8 in lower block

Press this button in the lower block to view sales order line comments.

Confirm Order/Print Docs

Press this button to set the status of the sales order to S - Confirmed Complete and print the selected packing documents for the sales order.

Press this button to view container contents.

Deselect All $images\ebx_-1261508918.gif$

Press this button to deselect all containers. You can select containers after this button has been pressed.

Done

Press this button to save the changes that you made on the Split Containers screen.

Maintain Container List

Press this button to view and maintain shipped container information.

Manually Ship Order

Alt+M in header

Press this button to enter the quantity information manually. You can enter information for just the item you want to partially ship, and use the flags under the [Summary] button to take care of the rest.

For example, you have two items, and you want to ship half of the quantity for one and backorder the other one. You enter the quantity shipped for the one you want to ship, and then set to on the Backorder Remainder flag under [Summary] to backorder the remainder of the sales order.

Move All

Press this button to move all quantity shipped for this item to the container defined in the Move To field.

Order Codes

Maintain the order codes for this order, including the ship via, freight, FOB, and terms codes. You can also maintain the Print B/Ord Acknowledgment flag, and the Print Invoice flag.

Order Complete

Once you have confirmed the order, press this button to complete shipment of the order. It sets the status of the order to complete. You must press this button for the sales order to be able to be selected in program OESJ, Sales Order End of Day and Journals, for processing.

Packing Docs

Press this button to print the packing documents for the sales order. Sales order status should be J - Confirmed Incomplete or S - Confirmed Complete when you press this button.

Positions

Alt+3 in lower block

View buying or selling information for the item. This includes customer or vendor, quantity, price, and sales order number or purchase order number.

Pricing

Alt+2 in lower block

View the pricing information for the selected item, including book, list, quantity, special, and contract prices.

Print Documents

Press this button to print the selected documents for the sales order.

Remove Empty Containers

Press this button to remove containers that are not valid from the order, or to remove containers from which you have removed all inventory fro the order.

Sales Reps

In the upper block, these are the sales representatives who will receive a commission from this order based on volume. Sales representatives whose commission scheme is volume are assigned to a sales order in the sales order header and are paid according to the sum of the order lines.

Alt+6 in lower block

In the lower block, these are the sales representatives who will receive a commission from this order based on product. Sales representatives whose commission scheme is product are assigned to line items and are paid according to the line item total. Product sales representatives can be assigned to contract line items in program CMCP, Customer Contract Maintenance.

Select All $images\ebx_1746095736.gif$

Press this button to select all containers to be shipped. You can deselect containers after this button has been pressed.

Select Containers

Alt+N in header

Choose which containers you would like to ship for this order.

Ship Details

Alt+5 in lower block

For controlled items, indicate the lot and quantity to ship. For non-controlled items, indicate which location, other than the default, from which you wish to ship items.

Ship Order

Alt+O in header

Ship the entire order. For lot controlled items, you must go to the [Ship Details] button to enter the area and bin information or else the item will be backordered or not shipped.

Ship Reserved

For reservations that were not shipped when the [Manually Ship Order] button was pressed, if you press this button, the reservations will be entered in the ship details.

If reservations were shipped automatically, and you press this button, you will receive the message "Reservations have already been auto shipped."

Show Reserved

View the reserved control number information for this item. All existing reservations for this item are displayed, including the control number and order on which the control number is reserved.

Split Containers $images\ebx_-1892412281.gif$

Press this button to split the quantity on this sales order line between shipping containers.

Split Kit

Press this button to split the kit components into multiple containers, and to change the mode of the screen so that you can maintain the containers for each component separately.

Stock Status

Alt+7 in lower block

View stock status information, including on hand, available, and on order quantities for the selected item.

Summary

Alt+S in header

Commits the record and allows you to maintain the extra charges. You can also enter payment information here. Confirm the order. Charges displayed here are only for the shipped quantities. When backorders are created and shipped, the charges are recalculated for the backordered and shipped quantities.

Tracking

Alt+T in header

Maintain the order tracking information.

Un-Confirm Order

When pressed, the order status is changed from S - Confirmed Complete to J - Confirmed Incomplete. Does not affect shipment quantities or allocations, simply changes the sales order status.

Unit Conversions

Alt+1 in lower block

View the unit of measure conversions, stock and sales, for the selected item.

UnShip

Press this button to unship the sales order. The sales order must be a status J - Confirmed Incomplete or a status S - Confirmed Complete. Reservations that were shipped on the order will be re-reserved and inventory will be returned to stock. You can maintain the order in program OEOE, Sales Order Entry Maintenance, after it has been unshipped.

Unship All

Press this button to de-containerize all of the kit components and start over.

Update Card Info

On the Payflow Pro Response screen, press this button to update the credit card information for this customer in program CMCM, Customer Credit Maintenance, with this credit card, AVS Address, and AVS Zip.

Payflow Pro $images\ebx_417883968.gif$

Press this button to submit the payment to the Payflow Pro software for payment processing. Only payments for which the payment type is designated as Credit Card in program SPPT, Payment Type Maintenance, can be used. For more information see the Payflow Pro Payment Processing section.

Payflow Pro Response $images\ebx_1398869658.gif$

View the codes sent back from Payflow Pro when the credit card was authorized.

OESC - Shipping Confirmation

Important Information

Program Functionality

See Also

Feature Links

How To Links

Comments Lists of Values

Unit Cost for Shipped Items

Recalculate Unit Price on Shipping

Sales Orders on Hold

Staged Sales Orders

Sales Representatives

Kit Items

Reserved Control Number Shipment

Shipping Master Lots and Lot Control Number Ranges

Shipping lot ranges

Miscellaneous Codes

Automatic Freight Credit (AFC)

Containers for Non-Staged Sales Orders

Drop Ship Orders

Control Number Reservation and Shipment

Sales Allocations and Inventory

Receiving and Closing the Drop Ship Purchase Order

Pricing Modifications

Shipping Regular and Staged Sales Orders

Ship Order

Manually Ship Order

Containerizing Non-Staged Sales Orders for Shipping

Splitting Containers for Sales Order Lines

Shipping Staged and Containerized Sales Orders

Shipping Kit Items

Shipping Kit Orders

Manually Shipping Kit Orders

Splitting Containers for Sales Order Lines with Kits

Maintaining Summary Information for Sales Orders

Entering Payments for Sales Orders

Printing Packing Documents

Set Up

Printing

Canceling Sales Orders

Unshipping Sales Orders

OESC Action Buttons

Addresses

ATP

Cancel

Clippership

Comments

Confirm Order/Print Docs

Contents

Deselect All

Done

Maintain Container List

Manually Ship Order

Move All

Order Codes

Order Complete

Packing Docs

Positions

Pricing

Print Documents

Remove Empty Containers

Sales Reps

Select All

Select Containers

Ship Details

Ship Order

Ship Reserved

Show Reserved

Split Containers

Split Kit

Stock Status

Summary

Tracking

Un-Confirm Order

When pressed, the order status is changed from S - Confirmed Complete to J - Confirmed Incomplete. Does not affect shipment quantities or allocations, simply changes the sales order status.

Unit Conversions

UnShip

Unship All

Press this button to de-containerize all of the kit components and start over.

Update Card Info

Deselect All $images\ebx_-1261508918.gif$

Select All $images\ebx_1746095736.gif$

Split Containers $images\ebx_-1892412281.gif$

Payflow Pro $images\ebx_417883968.gif$

Payflow Pro Response $images\ebx_1398869658.gif$