Many countries require that formal shipping documents accompany any movement of goods, even when goods are merely transferred, not sold. You can record shipping information and generate shipping documents for issue transactions other than sales order shipments in the following programs.
• Transfer–Single Item (3.4.1)
• Transfer–Multi Item (3.4.2)
• Transfer with Lot/Serial Change (3.4.3)
• Issue–Unplanned (3.7)
• Issue–Return to Supplier (3.8)
• Purchase Order Returns (5.13.7)
• Distribution Order Shipments (12.17.22)
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This section describes the shipping-related portion of these programs.
Inventory Control Programs
Shipping documents can be created from the following inventory control programs:
• Transfer–Single Item (3.4.1) is used to move inventory of an item from one site and location to another. Transfers can occur within a facility, changing the location or lot reference, or between facilities, changing the site.This program creates ISS-TR transactions
• Transfer–Multi Item (3.4.2) is used to move inventory of multiple items from one site and location to another. Transfers can occur within a facility, changing the location or lot reference, or between facilities, changing the site. This program creates ISS-TR
transactions.
• Transfer with Lot/Serial Change (3.4.3) is like Transfer–Single Item, except it lets you change the lot serial and lot reference numbers associated with an item, in addition to changing the site and location. This program creates ISS-TR transactions.
• Issues–Unplanned (3.7) lets you reduce inventory quantity for an item at a designated site and location. Issues not involving any open sales, purchase, manufacturing, or quality order are unplanned issues. This program creates ISS-UNP transactions.
• Issue–Return to Supplier (3.8) also supports shipping functionality. This program creates ISS-RV transactions.
This section illustrates Transfer–Single Item, but creating shipping documents from any of these programs is just the same.
After you enter transaction information and press Go, the system:
• Checks if the From-Site and To-Site of the transfer exist within a valid shipping group.
• If so, checks whether the shipping group includes valid inventory movement codes for the appropriate transaction type.
If these conditions are not true, the transaction is completed as usual. If a shipping group exists, you can create a shipper for the transferred item by entering information in a series of frames, described next.
Shipping Information Frame
When a valid shipping group exists for the transfer, the Shipping Information frame displays after you press Go to transfer the items. Fig. 6.45
Transfer–Single Item, Shipping Information Frame
The Shipping Information frame contains the following fields. Ship-From. Displays the source site of the transfer, with the site description displayed beside it. This field cannot be edited.
Number. Enter the identifying number of a new or existing shipper.
• If you specify an existing shipper number, the system adds the transfer item as a new line item.
• If you enter a new shipper number, the system validates it using the NRM sequence, as determined by the shipping group and inventory movement code. If the number is valid, the system creates a new shipper.
• Leave the field blank for internally generated numbers. The system attempts to generate a new shipper number using the NRM sequence, as determined by the shipping group and inventory movement code.
The system displays a warning, but lets you proceed when you:
• Select an existing shipper that has already printed.
• Select an existing shipper that prohibits consolidation.
• Attempt to create a new shipper and either the Ship-From or Ship-To address requires consolidation, and another unprinted shipper exists with the same type, Ship-From, Ship-To, and effective date. You can then either consolidate with the existing shipper or continue creating a new shipper.
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Ship-To/Dock. Displays the destination site of the transfer. The site address name and address line 1 display next to the site. This field cannot be edited.
Shipping Group. This field displays the shipping group code and description for this combination of Ship-From and Ship-To addresses. This field cannot be edited.
Inventory Movement Code. Enter the inventory movement code for the shipment. This field defaults to the value assigned for the transaction type in the shipping group. You must have access to both the site and inventory movement code.
The description displays next to the code. If you select an existing shipper, the system overwrites any value entered in this field with the value from the selected shipper. You cannot edit an inventory
movement code on an existing record.
Note If you press End while on this shipment header frame, the system terminates the shipper creation. The item is transferred as usual, without a shipper.
When you accept the input frame, the system selects an existing shipper or creates a new shipper, depending on the value entered in the Number field. Another frame displays that enables you to enter additional information. The system records the transfer item as a new line item on the shipper.
Additional Shipment Header Information
The following frame displays when the Shipment Information frame is accepted. Fig. 6.46 Transfer–Single Item, Additional Shipment Header Information ÏSee “Creating Shippers Manually” on page 142 for details.
With the exception of the Document Format field, all fields function exactly as they do in the Pre-Shipper/Shipper Workbench (7.9.2).
Document Format. Enter a valid document format of a type
shipper is also used as an invoice or if the document format is edited for a shipper flagged as having been printed, the system displays a warning message, but lets you continue.
Shippers with blank document formats cannot be printed and do not have available any additional format-specific processing services provided by service encapsulation procedures associated with document formats. Although they are not printable, shippers with blank formats can be maintained, deleted, archived, and otherwise processed as usual.
Note If you press End from this frame, the system reverses any modifications made to any field on the frame. If you are editing an existing shipper, the previous field values are restored. If you are creating a new shipper, any modifications made to the default field values are reversed; however, the new shipper itself remains.
After you accept the input frame, the Trailer Information frame displays.
Trailer Information
Fig. 6.47
Transfer–Single Item, Trailer Information
The Trailer Information fields function as they do in Pre-Shipper/Shipper Workbench, except that you cannot cancel the shipper. You can add trailer comments.
The Status field is set to C, indicating that the shipper is created as confirmed. It cannot be confirmed using Pre-Shipper/Shipper Confirm. After you accept the Trailer Information frame, if the shipper has an assigned document format, the system prompts you to print a shipping document. If the document format is blank, you cannot print the shipper.
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Print Shipper Frame
If you choose to print the shipper, the Print Shipper frame displays.
Fig. 6.48
Transfer–Single Item, Print Shipper
Include Shipper Comments. This field determines whether shipper comments display on the printed shipping document. Enter Yes to include the shipper comments; enter No to omit the comments. The default is Yes.
Note If you press End from this frame, the shipper is not printed. However, you can print or reprint it later using Pre-Shipper/Shipper Print (7.9.4).