WILLIAMS CO 001 ORDER PROCESSING BEF 6/07/96
DSP01 WHS BEL SHIPPING WORKBENCH SELECT
Ship Date 6/28/94 Load Number Co 001 Loc BRU
Ship To A-1 Bill To EDC Flag N
Order Number Order Shipment Ship Status
BOL Number Picker Batch # Pack List N
Doc Typ Pro-Number Labels
AC S Order# Rl Shp Bill-to Customer DT Pro Number Freight Amount I BK
O 000672 00 001 A -1 .00 N OP
Hold Cd E Ship-to A -1 BOL Number Curr Cd BEF
O 000675 00 001 A -1 .00 N OP
Hold Cd E Ship-to A -1 BOL Number Curr Cd BEF
O 000676 00 001 A -1 .00 N OP
Hold Cd E Ship-to A -1 BOL Number Curr Cd BEF
O 000716 00 002 A -1 .00 N OP
Hold Cd E Ship-to A -1 BOL Number Curr Cd BEF
O 000762 00 001 CORPORATE CHILD CUST .00 N OP
Hold Cd C Ship-to A -1 BOL Number Curr Cd USD
More...
F2=Command F3=Exit F4=Prompt F6=Fold/Truncate
F10=Selection F15=Rekey Data F21=Select All F24=More Keys
The Shipping Workbench allows you to perform many of the frequent tasks associated with shipping items to customers. These tasks include:
o Requesting picker documents
o Consolidating bills of lading
o Adding and removing order shipments from bills of lading
o Entering inventory exceptions, such as quantity, price, or location changes
o Confirming many order shipments at once
o Mass billing customers during shipment confirmation or deferring billing until a later time
o Requesting bills of lading to be printed before or after picking confirmation
o Requesting shipping paperwork such as packing lists and labels
Some tasks, such as confirming shipments, billing customers, and printing BOLs and paperwork, can be performed in conjunction with one another or separately.
The Shipping Workbench also allows you to view detailed information for each order shipment displayed and to modify shipping-related information, including:
o BOL header information
o Direct distribution information
o Paperwork print settings
o EDI transaction settings
o Hold code settings
To generate picker documents, on the Shipping Workbench Prompt screen, press F9 - Picker Selection to access the Picker Document Release Select screen.
To display order shipments for processing, on the Shipping Workbench Prompt screen, enter a ship date and one of the following selection criteria:
o Load number
o Ship-to customer
o Bill-to customer
o Order number
o Order shipment number
o Bill of lading number
o Picker batch number
After pressing Enter, the Shipping Workbench Select screen is displayed. If more than one selection criteria field is entered, an error message is displayed.
To create a consolidated bill of lading, select the shipments by entering an X in the Action Code field, press F8 - BOL Create and enter the appropriate information on the BOL Edit screen.
To add order shipments to an existing consolidated bill of lading, press F20 - Add Shipment and select a shipment. To remove an order shipment from a bill of lading, enter an R in the Action Code field and press Enter. You can edit the bill of lading information by pressing F8 - BOL Edit after adding or removing shipments from the BOL. The bill of lading information will not be automatically updated. Note: You can only add shipments or edit a bill of lading if a bill of lading number was entered on the Prompt screen.
To enter inventory exceptions for an order shipment, enter IE in the Action Code field, press Enter, and enter the appropriate information using the Open Order Shipping Exceptions conversation.
You can modify BOL header information, direct distribution information, paperwork print settings, and EDI transaction settings by entering the appropriate code in the Action Code field and pressing Enter. To view all valid action codes, press F4 - Prompt.
To view detailed picker line information for an order shipment, enter DT in the Action Code field and press Enter.
To process order shipments, enter an X on the requested order shipment from the Select screen or press F21 - Select All and then press F22 - End Transaction. Choose any combination of the End Transaction options - Print BOL, Confirm Shipments, Bill Shipments, and Print Paperwork - and then press Enter.
COMPANY/WAREHOUSE
Required (in prompt mode). Display only (in select mode). These fields specify the sourcing company and warehouse for the order shipments displayed.
SHIP DATE
Required (in prompt mode). Display only (in select mode). This field specifies the shipping date that will be used to record the actual shipment of the items.
LOAD NUMBER
Optional (in prompt mode). Display only (in select mode). This field is used to limit the number of order shipments. The field identifies existing loads to which order shipments are assigned.
CUSTOMER COMPANY/LOCATION
Required (if Ship-to Customer or Bill-to Customer are entered in prompt mode). Display only ( in select mode). These fields specify the company and location in which the customer is defined.
SHIP-TO CUSTOMER
Optional (in prompt mode). Display only (in select mode). This field is used to limit the number of order shipments. The field identifies the ship-to customer for the order shipments. If entered, the ship-to customer must exist on the Customer Master File.
BILL-TO CUSTOMER
Optional (in prompt mode). Display only (in select mode). This field is used to limit the number of order shipments. The field identifies the bill-to customer for the order shipments. If entered, the bill-to customer must exist on the Customer Master File.
SHIPMENT EDC FLAG
Required (in prompt mode). Display only (in select mode). This field determines whether the screen displays only barcoded shipments or non-barcoded shipments for the entered selection criteria. Valid values are:
Y - Display only bar-coded shipments
N - Display only non-barcoded shipments
ORDER NUMBER/RELEASE NUMBER
Optional (in prompt mode). Display only (in select mode). These fields are used to limit the number of order shipments. These fields identify the order and release of the order shipments.
ORDER SHIPMENT NUMBER
Optional (in prompt mode). Display only (in select mode). This field is used to limit the display to a single order shipment.
ORDER SHIPMENT STATUS
Optional (in prompt mode). Display only (in select mode). These fields are used to limit the number of order shipments. These fields identify order shipment statuses for which shipments are displayed. Valid values on Reference File category G96 are:
O - Open
R - Ready for release
C - Confirmed
Up to three statuses can be entered.
BOL NUMBER
Optional (in prompt mode). Display only (in select mode). This field is used to limit the number of order shipments. This field identifies a bill of lading to which order shipments are assigned.
PICKER BATCH NUMBER
Optional (in prompt mode). Display only (in select mode). This field is used to limit the number of order shipments. This field specifies the picker batch number to which order shipments are assigned.
PACKING LIST
Optional (in prompt mode). Display only (in select mode). This field is defaulted to the order shipment lines displayed. The field determines if a packing list should be printed for the selected order shipment(s).
DOCUMENT DATE
Optional. This field is used to back-date the document date when shipping an order through the workbench.
DOCUMENT TYPE
Optional (in prompt mode). Display only (in select mode). This field is defaulted to the order shipment lines displayed. The field identifies the type of document that is generated by the shipment. The document type will be validated on Reference File category 329 and must be either an invoice or cash sale. The default values will be retrieved from Reference File category 328. If the VAT declaration point is '2' and the company/location exists on Reference File category M12 with the Payment Time VAT Review flag set to 'Y', the document type must have a valid sector on Reference File category 329 and on Reference File category M19. The sector type must be '1'.
PRO NUMBER
Optional (in prompt mode). Display only (in select mode). This field is also display only in BOL mode or when a BOL number has already been assigned for the order. This field is defaulted to the order shipment lines displayed. The field identifies the pro number assigned by the carrier to track the shipment.
LABELS
Optional (in prompt mode). Display only (in select mode). This field is defaulted to the order shipment lines displayed. The field determines which labels are printed for the selected order shipments. Valid values are:
S - Shipping labels
P - Packing labels
B - Both shipping and packing labels
ACTION CODES
Optional. This field specifies an action code that enables you to perform a shipping task or view detail information for an order shipment line. Valid values are:
BL - Maintain bill of lading header information for a single BOL
DD - Maintain direct distribution information
DT - Display shipment detail information
ED - Maintain bill of lading EDI transaction flags
IE - Enter inventory exceptions
PW - Maintain paperwork print flags
R - Remove a shipment from a bill of lading
X - Select a shipment for processing
ORDER SHIPMENT STATUS
Display only. This field identifies the status of the order shipment. Order shipment statuses defined on Reference File category G96 are:
O - Open
R - Ready for release
C - Confirmed
X - Partially shipped
S - Shipped
K - Canceled
Only shipments with a status of O, R, or C can be maintained using the workbench.
ORDER SHIPMENT NUMBER
Display only. This field identifies the order shipment. An order shipment is a group of sales order lines that have the same sourcing warehouse, promised ship date, carrier, route, and ship via and that are within the ship via's volume and weight capacities.
SHIP-TO CUSTOMER/BILL-TO CUSTOMER
Display only. This field identifies the bill-to customer if a ship-to customer was entered as selection criterion on the Prompt screen or the ship-to customer if the bill-to customer was entered. If no bill-to or ship-to customer was entered, this field defaults to the ship-to customer.
DOCUMENT TYPE
Required. This field identifies the type of document that is generated by the shipment. Valid values on Reference File category 329 are invoice and cash sale. If the VAT declaration point is '2' and the company/location exists on Reference File category M12 with the Payment Time VAT Review flag set to 'Y', the document type must have a valid sector on Reference File category 329 and on Reference File category M19.
PRO NUMBER
Optional. This field identifies the pro number assigned by the carrier to track the shipment.
FREIGHT AMOUNT
Optional (prior to generation of BOL or entry of inventory exceptions). Display only (after generation of BOL or entry of inventory exceptions). This field is the amount that the customer should be charged for freight in order currency. The freight amount cannot be negative. To update the freight amount after generation of a BOL or entry of inventory exceptions, enter IE in the Action Code field and maintain the amount from the Open Order Shipping Exceptions conversation.
CONSOLIDATED INVOICE FLAG
Optional. This field indicates whether you want to use the Consolidated Invoicing feature to bill this shipment on an invoice with other shipments for the same bill-to customer. Valid values are:
Y - Consolidated invoicing requested. Orders will be shipped without automatic invoice generation. Invoices may be generated collectively at a later time through the Consolidated Billing conversation.
N - Consolidated invoicing not requested for this order. An invoice will be created automatically when the order is shipped.
If nothing is entered, the consolidated invoicing flag will default from the value entered on the Sales Order Maintenance Header screen.
BOOK CODE
Optional. This field identifies the source of an open item transaction. The book code is used to separate G/L journal Entries into individual books. If entered, the book code must be defined on Reference File category 136. The code will default from the book code/conversation defaults on Reference File category 135.
HOLD CODE
Optional. This field allows you to override a shipment on hold. The authorized user does this by clearing (changing to blanks) the hold code. If the hold code is not blank and the allow shipment flag is set to ‘No’ on the Sales Order Hold Code category (402), then the shipment will not be allowed to be shipped through regular shipping and billing, the shipping workbench, or bar coding shipping.
SHIP-TO CUSTOMER/BILL-TO CUSTOMER
Display only. This field identifies the bill-to customer if a ship-to customer was entered as selection criterion on the Prompt screen or the ship-to customer if the bill-to customer was entered. If no ship-to or bill-to customer was entered, this field defaults to the bill-to customer.
BOL NUMBER
Display only. This field identifies the bill of lading to which the order shipment is assigned.
CURRENCY CODE
Display only. This field identifies the order currency in which the shipment is billed.
COMMAND KEYS
Enter - Process the request.
F2 - Display a window where a fast path option or mnemonic can be entered. Fast path allows the next menu selection to be made directly from this screen. When the window is displayed, pressing F3 will remove it.
F3 - Exit program without processing the entered data.
F4 - Display a list of values for the field where the cursor is positioned. If you select one of the items from the list, it will be returned to the application screen.
F6 - Display a second line of information for each record (in select mode only). If the second line is displayed, F6 removes it.
F8 - Display the Bill of Lading Edit screen (in select mode only).
F9 - Display the Picker Document Release Select screen (in prompt mode only).
F10 - Used to display the Shipping Workbench Prompt screen (in select mode only).
F15 - Clear all fields that you have just entered in order to enter new data.
F17 - Allows the entry of a new Company/Warehouse entity (in prompt mode only).
F19 - Display the Load Consolidation screen (in prompt mode only).
F20 - Add a shipment to a selected bill of lading (in select mode only when a bill of lading number was entered on the Prompt screen).
F21 - Select all order shipment lines for processing (in select mode only).
F22 - Display the End Transaction window (in select mode only).
F24 - Used to display the next set of function keys.
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