Shipping groups determine many shipment defaults, as well as
consolidation and auto-transfer requirements. When the system processes shipments, it assigns each to a shipping group based on the Ship-From and Ship-To addresses.
Use Shipping Group Maintenance (2.18.1) to create and maintain shipping groups. A source/destination address combination can belong to only one shipping group. When adding addresses to the group, you must
indicate whether shipments are to be consolidated with others of the same transaction type. The system refers to both the source and destination address of a shipment to determine consolidation requirements.
To use broad defaults, you can define shipping groups that contain only source addresses, destination addresses, or all addresses by entering blank in the source and destination address fields.
Inventory movement details for a shipping group include default NRM sequences, document formats, and carriers used for shipments with a specific inventory movement code. When several carriers are required for a shipment, you can define a default series, listing them sequentially based on their role in the transportation of inventory.
The system uses the following search order when it looks for a shipping group:
1 Searches for a shipping group based on both source and destination addresses of the shipment. If found, the system assigns the shipment to that group.
2 If no group meeting the first criteria is found, the system searches for a shipping group that contains the shipment’s destination address and has a blank source address. If found, the system assigns the shipment to that group.
3 If no group meeting the second criteria is found, the system searches for a shipping group that contains the shipment’s source address and has a blank destination address. If found, the system assigns the shipment to that group.
4 Finally, if no group with the above criteria is found, the system searches for a group with both blank source and destination addresses, and assigns the shipment to that shipping group. Once the shipping group for the shipment has been found, the system applies appropriate defaults and shipment attributes.
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Fig. 6.5
Shipping Group Maintenance (2.18.1)
Specify shipping group characteristics by entering appropriate values in the following fields.
Shipping Group. Enter a code identifying the shipping group. This field is required.
Description. Enter up to 30 characters describing this shipping group. Description displays on browses and reports.
Auto Transfers. When shipping or receiving an item from a site other than the inventory site, MFG/PRO generates an automatic inventory transfer. This field determines whether automatic transfer of
inventory is allowed between the source and destination addresses in this shipping group. Specify No if movement of inventory between addresses within the shipping group requires a formal shipment. The default is Yes.
Master Bill Sequence ID. This field specifies the NRM sequence code for master bills of lading. Enter an existing NRM sequence code with a target dataset of abs_id.mbol.
Adding Source Addresses
For a new shipping group, the system prompts you for the first source address code. Enter an address code that is not assigned to any other shipping group. Fig. 6.6 Shipping Group Maintenance (2.18.1), Source Addresses
To add source addresses to an existing shipping group, press the Add key. You are prompted to specify how you want to add addresses.
1- Add Single Address. To add a single address, choose 1. At the prompt, enter an existing address code that is not assigned to any other shipping group.
2- Add Addresses by List Type. To add multiple addresses by list type, choose 2. The system prompts you for an address list type. All addresses of the list type you enter are added to the shipping group. Only addresses that are not already source addresses of the shipping group can be added.
3- Add Addresses by Country. To add multiple addresses by country code, choose 3. The system prompts you for a country code. All addresses of the country you enter are added to the shipping group. Only addresses that are not already source addresses of the shipping group can be added.
A blank source address record can be used to indicate that a shipping group can be used regardless of the actual source address of the shipment. After you have entered the address codes, modify the Consolidate Ship field, if required.
Consolidate Ship. This field determines whether the source address allows for consolidation of shipments across multiple transactions of a given type such as sales orders or transfers. Values are:
• No indicates that consolidation is prohibited.
• Optional (the default) indicates that consolidation is allowed.
• Yes indicates that consolidation is required.
You cannot establish a shipping group that contains any combination of source and destination addresses where one address requires
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Adding Destination Addresses
Adding destination addresses is identical to adding source addresses.
Fig. 6.7 Shipping Group Maintenance (2.18.1)— Destination Addresses
Inventory Movement Details
Define the inventory movement details for the shipping group by entering appropriate values in the following fields.
Fig. 6.8 Shipping Group Maintenance (2.18.1)— Inventory Movement Details
Inv Mov. Enter an inventory movement code that can be used for shipments within this shipping group. Inventory movement codes determine the default NRM sequence, carriers, and document format used for the shipment. Enter an existing inventory movement code with a transaction type associated with shipments.
Tr Type. This field displays the transaction type associated with the inventory movement code. It cannot be edited.
Default. Enter Yes to mark this inventory movement code as the default for the associated transaction type for the shipping group. Enter No if this inventory movement code is not the default. You can designate only one default inventory movement code per transaction type for a shipping group.
When a shipping transaction is created for a shipping group, the system assigns the default inventory movement code for the appropriate transaction type to the shipper.
This field defaults to Yes if no other inventory movement code of the same transaction type is flagged as a default. Otherwise, the default is No.
PS Seq and Ship Seq. Enter the NRM sequence codes the system should use to generate sequence numbers for all pre-shippers or shippers within this shipping group with this inventory movement code.
The system defaults are the value of the Pre-Shipper Sequence ID or Shipper Sequence ID in the Container/Shipper Control File.
Format. Enter the document format to be used for shipments within this shipping group, for this inventory movement code. Enter an existing document format code of type shipper, or leave the field blank. If a code is not entered, the system uses the value of the Document Format field in the Container/Shipper Control File.
Carrier. Enter the carrier to be used for shipments within this shipping group, for this inventory movement code. Shipments often require only one carrier, which you enter in this field. If a series of carriers is needed for a shipment, maintain the list by specifying Yes in the Multi field.
If a shipping group has multiple carriers, the Carrier field displays the first carrier and cannot be edited.
Multi. This field indicates whether you want to enter a series of default carriers for this shipping group, for this inventory movement code. Enter Yes if this shipping group requires more than one carrier. The system prompts you for additional carriers. When this field is No, you can enter only one carrier in the Carrier field.
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Adding Multiple Carriers to Shipping Groups
When you set the Multi field to Yes in the Inventory Movement Details frame, the Carriers frame displays.
Fig. 6.9
Shipping Group Maintenance (2.18.1)—Carriers Frame
Enter a sequential series of default carriers for the specified shipping group and inventory movement code. The sequence position of the carrier is determined by the value entered in the Seq field, not by the order used to enter the information.
Inv Mov. This field displays the inventory movement code entered previously in the Inventory Movement Details frame and cannot be updated.
Tip
Do not confuse this sequence with NRM sequence fields.
Seq. This field indicates the sequence in which the various carriers handle shipments for this inventory movement code and shipping group. The Ship-From site of a shipment turns over possession to the first carrier, which may later turn over possession to a second carrier, and so on, before the shipment is eventually delivered to the Ship-To destination.
When you remove a carrier, the system does not automatically renumber the remaining carriers. The lowest-numbered carrier is always considered the first carrier.
Enter an integer greater than zero that has not already been used for this shipping group and inventory movement code.
Carrier. Enter the carrier to be used in this sequence for shipments within this shipping group and for this inventory movement code. Name. This field displays the name of the carrier you entered in the Carrier field and cannot be edited.
Displaying Shipping Group Information
Use the following shipping group browses to search for and display information related to shipping groups.
• Shipping Group Browse (2.18.2).
• Shipping Group Address Browse (2.18.3). Other fields associated with a shipping group address detail, including Address Sort Name and Consolidate shippers requirement, can be viewed by scrolling the display to the left or right.
• Shipping Group Inventory Movement Code Browse (2.18.4). Other fields associated with inventory movement codes within shipping groups, including Pre-Shipper and Shipper Sequences, Document Format, and Carrier, can be viewed by scrolling the display left or right. If more than one carrier is associated with a given shipping group and inventory code, a separate line displays for each.
Use Shipping Group Report (2.18.5) to display the defaults and attributes defined for shipping groups, including inventory movement, pre-shipper/ shipper ID, document format, carrier defaults, source and destination addresses, consolidation, and auto-transfer requirements.
Fig. 6.10
Shipping Group Report (2.18.5)
Select the shipping groups you want to include on your report by entering a range of groups and/or master bill of lading sequence IDs. To include all shipping groups, leave the fields blank.
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