Added to NDS Applications, version 7.5.2, 7.5.3, 8.1, 7.5.4R4, 8.4R4, 8.5.1
Program OESX, Shipping Director, is used to complete the shipping process for status 'J' - Confirmed Incomplete sales orders that were shipped with program OESB, Sales Order Batch Shipping. Some setup must be completed before this program can be used.
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.
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.
Label Printing for Receipts
Shipping Director Parameter Setup
Clippership Interface and Connectship / WorldEase Interface
Shipping Director Shipping Process
Set up for the Shipping Director
Recalculate Unit Price on Shipping
The shipping process for program OESX, Shipping Director, follows the following chart:
Some
other features that are available when a sales order is shipped in program
OESX, Shipping Director, include:
Printing Packing Lists.
Printing NAFTA Documents.
Printing AIAG Labels.
Printing MSDS sheets.
Transfer to the Clippership Interface or Connectship / WorldEase Interface.
Workflow to employee who entered sales order when the quantity ordered different than the quantity shipped.
Program OESX, Shipping Director, requires that some keys 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.
Set the Allow Location Defaults flag to on. You must have this flag set to on in order to use this program.
Set the ClipperShip flag to on for ship via codes that can be sent to the Clippership interface. Set the WorldEase flag to on for ship via codes that can be sent to the Connectship / WorldEase Interface.
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.
Set up printers for use as label printers in program OESX, printing AIAG labels. Assign users to the printers.
Set up the NDS_OESX template for the creation of workflow records when the shipped quantity is different than the ordered quantity when the sales order is shipped with program OESX, Shipping Director. Make sure the Active flag is set to on if you want the workflow records to be generated. The workflow will be generated for the employee that entered the sales order regardless of the to employee entered here.
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.
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.
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 OESX, Shipping Director, 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.
Set the Ship Before Due Date flag to the desired setting. If this flag is set to on, sales order lines that have been shipped will be displayed in this program, regardless of the due date. If this flag has been set to off, only sales order lines with a due date on or before the ship date will be displayed in this program.
Create/enter status 'O' - Complete sales orders.
Ship sales orders with program OESB, Sales Order Batch Shipping. Sales order status should be 'J' - Confirmed Complete.
The setting of the COMMENT_LOV_OESX 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.
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.
or
The unit cost for the item has changed.
or
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.
At the top of the screen on the left, there is a block that displays the ship date, the label printer, and the laser printer. This information defaults as follows, but can be changed.
The Date Shipped defaults to the system date, but can be changed.
The Label Printer defaults to the printer assigned to the DEF_BARCODE_PRINTER parameter in program MURM, Initialization Parameter Maintenance.
The Laser Printer defaults to the printer selected on the main menu. Laser printer information is set up in program MUPM, Printer Definition Maintenance.
Order header information and print settings are displayed on the left. Order detail lines are displayed on the right. This information can be modified as described below.
1. Query the order.
2. 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.
3. 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.
4. In the # Packing Lists field, enter the number of packing lists to be printed.
FOREIGN_PACKLIST_COPIES parameter in program MURM, Initialization Parameter Maintenance. determines the number of foreign packing slips to print. Default is 4 if NULL.
5. 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.
6. 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.
7. 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.
If MURM, Initialization Parameter Maintenance, OESX_DISABLE_NAFTA is set to Y then the checkbox will not be forced on when querying orders shipping or billing to Canada or Mexico
8. 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.
9. 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.
10. Set the Invoice flag to on if you want an invoice to be printed for the sales order during shipment processing.
The invoice print checkbox in OESX 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
11. You can change the ship via code for the sales order, if desired.
12. You can enter the freight charges for the sales order, if desired.
13. The customer purchase order number can also be modified, if desired.
14. The order detail information is displayed to the right, including the ordered quantity and shipped quantity.
If the Ship before Due Date flag is set to on in program ILPM, Plant Code Maintenance, all line items for the order will be displayed, regardless of whether the line item due date is before, on, or after the system date.
If the flag is set to off, only sales order lines with due dates on or before the system date will be displayed.
15. If the actual shipped quantity differs from the shipped quantity displayed here, change the shipped quantity to the correct quantity.
16. To
view the POS descriptions for the items from program ICMM, Inventory Master
Maintenance, press the [More Detail] 
button.
17. When all changes have been made, press [Process Shipment] or the F4 key on your keyboard to process the shipments. When shipments are processed, the sales order status will change from 'J' - Confirmed Incomplete to 'S' - Confirmed Complete.
The License Plate Labels will be printed.
The sales order information will be sent to for processing by the Clippership Interface or Connectship / WorldEase Interface if the ClipperShip flag is set to on.
The Packing Sheet, Invoice, NAFTA documents, AIAG Labels, and MSDS Sheets will be printed according to the settings of their flags.
If the shipped quantity is different from the ordered quantity, workflows are sent to the employee that entered the 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.
1. Enter the quantity shipped for non-controlled items and kit items.
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.
2. Reserved control numbers are normally shipped automatically when program OESB, Sales Order Batch Shipping, is run. For more information, see the program write-up.
3. 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.
4. Enter the stock area, bin location from which the item will be shipped.
5. 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."
6. For lot controlled items, enter the lot control number. 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
7. 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.
8. 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.
10. 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.
11. Press [Commit]; return to the main shipping screen.
This section also applies for model items with the Treat Model as Kit flag set to on in program MOTM, Modular Bill Maintenance.
1. Enter the quantity shipped for the kit.
2. Press
the [Ship Details] button.
This allows you to specify from which lots and control numbers the ship
quantity will be taken.
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.
3. 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.
4. In the lower block, enter the stock area and bin location from which the quantity will be shipped. The List of Values displays the stock areas and bin locations in which control numbers for this item are located.
5. For lot controlled items, enter the lot control number. The List of Values displays control numbers that exist in the indicated stock area and bin location.
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.
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
6. 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.
Reserved control numbers are normally shipped automatically when program OESB, Sales Order Batch Shipping, is run. For more information, see the program write-up.
7. Enter the quantity shipped from that location.
Double-clicking with your left mouse button in the Qty Shipped field will enter the quantity ordered less the backordered quantity.
You can ship quantities from multiple locations and with multiple control numbers.
8. Press
[Commit]. Return to the main shipping screen. You can also maintain the
shipping information for non-controlled items with the [Ship Details]
screen.
When this button is pressed, the sales order status will change from 'J' - Confirmed Incomplete to 'S' - Confirmed Complete. Shipments are also processed by pressing the F4 button on the keyboard.
The License Plate Labels will be printed.
The sales order information will be sent for processing by the Clippership Interface or Connectship / WorldEase Interface if the ClipperShip flag is set to on.
The Packing Sheet, NAFTA documents, AIAG Labels, and MSDS Sheets will be printed according to the settings of their flags.
If the shipped quantity is different from the ordered quantity, workflows are sent to the employee that entered the 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.
Press this button to enter shipping details for controlled items and kit items.
For reservations that were not shipped automatically, 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."
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.
Press this button to unship the sales order, returning all inventory to stock, resetting the sales allocations, and resetting the sales order status.
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.
Press this button to unship the sales order, returning all inventory to stock, and cancel the sales order.