Shipment customer
- Introduction
- Tabs
- Document Actions
- Process
- Videos
- Shipment Report
- Preceding and Succeeding Window
- Form and process
Introduction
Overview
This window is used for updating the shipment packaging details and product stock-reducing purposes.
Business Case
Tabs
Shipment header
Critical Fields
1. Delivery Via:How the order will be delivered
1.1 Pickup :Customer have to send own vehicle to pick the Final products
1.2 Delivery: Final product delivery from vendor to customer (Responsible for vendor)
1.3 Shipper : Delivery through shipper
2.Freight Cost Rule :Method for charging flight
2.1 Calculated : We can calculated the freight cost
2.2 Fix price : Fixed the freight cost
2.3 Included in Price : Already included in the product price list
3.Insurance Cost Rule :Method for charging insurance
3.1 Calculated : We can calculate the insurance cost
3.2 Fix price : Fixed the insurance cost
3.3 Included in Price : Already included in the product price list
4..Packing and Forwarding Cost Rule :Method for charging Packing and Forwarding
4.1 Calculated : We can calculate the Packing and Forwarding cost
4.2 Fix price : Fixed the Packing and Forwarding Cost
4.3 Included in Price : Already included in the product price list
Note :Other fields are update automatically when order number select
Critical & onetime setup fields
1.Organization:This Field is used to select the organization
2.Target Document Type- This Field is used to select the type of the document that you are going to process
Non-Critical Fields
1.Sales Representative :This field used for sales rep updating purpose
2.Vehicle number: Vehicle number details update in this field
3.priority: To set the priority level(Low ,medium,High,Urgent)
4.Drop shipment : E-way bill be generated if we select particular business partner name.
5.Drop shipment location : Business partner location will be displayed
Zoom condition’s
1.Business partner details
2.Inspection details
3.Sales order
4.invoice(customer)
5.shipments package
6.Inspection details
7.Ship/Receipt confirm
8.Shipping Transaction
9.Shipment package
Customization
Shipment line
Critical Fields
1.Sales order line : Sales order line item details show in this field
2.Product:select the sales order line product details update in automatically
3.Locator :Ware house locator detail show in this field
4.Quantity : To update the product quantity detail
5.UOM: unit of measurement for product
Critical & onetime setup fields
1.Organization:This Field is used to select the organization
Non-Critical Fields
1) Project- If this order is processed against a project user can tag the project for tracking.
2.Project phase : to select the project phase (phase 1,etc)
3.Project task: To select the task
4. campaign:
Zoom condition’s
Confirmation
Note: This window update automatically when Shipment against ship/Receipt create
Attributes
Note: This window update automatically when Shipment against Attribute create
1.To update the Attributes Manually ,to select the movement quantity ,Attribute set instance and Date material policy
Document Actions
Validation
Save
1. System will check all mandatory fields
2. In the order line, the system will pick the price and tax from the master.
3. If a Custom line is added in the master, it will copy to the customs line under the order line.
4. Payment Schedule will explode as per the payment terms selected in order(Header).
Delete
1. System will delete the order and its history details
2. If the product is required to delete in the order line and it is in draft status, then you can delete the record.
If the Document status is in progress, you should change the quantity to zero and prepare the document. then you can delete the record.
3. If you want to delete the whole record, first need to delete the activity against the document number and delete the header.
Actions
Document action prepare
1. System will check the period details and master data checking
2. If a payment schedule is not created, the system will automatically create a payment schedule based on the payment term selected.
Document action complete
1. System will set the status as complete for the document and keep the order ready for processing.
2. Once document action is complete, all fields are updated in read-only
Document action void/reverse correct actual
1. Void- the system will reverse all the transaction data and change the document status to Void
Document action close
Process
Shipment customer process
Order Process
1)Create Confirmation: This process will help you to create the confirmation
2)Asi Product search:In the production confirmation Header, the Product Search option in the Process button helps to search the product by a combination of Attributes that we already configured in the Product search configuration window.
3.Post E invoice: This process used to post the E Invoice
4.Import serial no:This process used to import rhe serial no purpose
Videos
Shipment Report
| Shipment Report | In the manufacturing Industry management person want to see the total tracking detail from a sales order or shipment(Customer) against invoice detail. This report is used to track the details. |
Preceding and Succeeding Window
Shipment (Customer) Connected Window
Preceding Window
Sales Order :- Sales order
Succeeding Window
Invoice (Customer) :- Invoice (Customer)
Generate Invoice (Manual) :-
Generate Invoice :-
Shipment Package :- Shipment Package
Form and process
Generate shipments(manual)
Parameters :
1) Warehouse : It is used to select warehouse name which is mentioned in Sales order.
2) Business partner : It is used to select business partner name mentioned in sales order.
3) Document type : It is used to select the document type, whether document is converted from sales order or Vendor RMA.
4) Document Action : It is used to define whether shipment document should be complete or prepare stage.
Form use :
By using this form we can able to convert multiple sales order into single shipment.
Generate shipments(Manual)-konnect
Parameters :
1) Warehouse : It is used to select warehouse name which is mentioned in Sales order.
2) Business partner : It is used to select business partner name mentioned in sales order.
3) Document no : It is used to mention sales order document no.
4) Document Action : It is used to define whether shipment document should be complete or prepare stage.
5) Organisation : It is used to mention the organisation name.
6) Document type : It is used to select document type whether sales order or Vendor RMA.
7) Date From : It is used to filter sales order document for certain period.
8) Date To : It is used to filter sales order document for certain period.
Form use :
By using this form we can able to consolidate multiple sales order document into single shipment.