ET CHAPTER 1 - Henning Software · Web viewOnce the link is made, the user can create a shipping record and print all necessary shipping documents directly within the form displayed

Visual EstiTrack ™ - Chapter 7C Materials Management – Shipping

CHAPTER 7CSHIPPING

Chapter 7C Shipping.................................................................................................................................. 1Materials Management – Shipping................................................................................................................. 2

Shipment Maintenance.............................................................................................................................. 3Shipment Maintenance – General Tab....................................................................................................5Shipment Maintenance – Shipment Details Tab......................................................................................10

Shipping Items Details...................................................................................................................... 12Shipping Item Detail – Details Tab..................................................................................................14

Export Details Form ...........................................................................................20Serial Number Label Form.........................................................................................................21

Shipping Item Detail – Box Details Tab...........................................................................................22Box Labels............................................................................................................................... 25

Shipping Item Detail – Sales Releases Tab.....................................................................................26Shipping Item Detail – Shop Releases............................................................................................28Shipping Item Detail – Inventory Lots..............................................................................................30

Processing Returns.......................................................................................................................... 32Automatic Shipping Worksheet................................................................................................................. 35Batch EDI Advanced Shipment Notification...............................................................................................39Packaging Maintenance.......................................................................................................................... 40

Packaging Maintenance – Packaging Tab..............................................................................................41Inventory Lot Adjustment.................................................................................................................. 45

Packaging Maintenance – Pallet/Box Maintenance.................................................................................47Packaging Maintenance – Box/Lot Audit Tab.........................................................................................50Packaging Maintenance – Receive Bulk WIP Tab..................................................................................53Weight Verification............................................................................................................................... 54

Pallet Based Shipment Generator.............................................................................................................55Generating a Pallet Based Shipment.....................................................................................................56

Shipment Reports................................................................................................................................... 61

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Chapter

7C

7C-1


MATERIALS MANAGEMENT – SHIPPING

Figure 7c.1 Visual EstiTrack’s Material’s Management Shipping System

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SHIPMENT MAINTENANCEThe Shipment Maintenance subsystem provides the user the ability to create shipment records and Advanced Shipping Notifications (ASNs) directly from one central location.

The Shipment Maintenance subsystem is broken down into two tabulations: the “General” tab and the “Shipment Details” tab. The “General tab”, displayed in the figure below, is used to create and captured new shipment records. The “Shipment Detail” tab is used to maintain specific information regarding the actual items shipped to the customer. The quantity shipped must be defined by the user within the Shipment Details tabulation.

The Shipment Maintenance form below is also used to review previously captured shipment records. A brief synopsis of the shipment quantities are provided in the “Quantities” display box shown in section two of the figure below.

Figure 7c.2 Shipment Maintenance

Additional information regarding the individual functions included in each of the tabulations is further outlined in the corresponding sections provided further in the chapter below.

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Section 1

Section 2


Menu Selection

Left click on the menu heading labeled “Materials”

Select “Shipment Maintenance” from the drop down list.

Shortcut: Quickly enter this module by left - clicking on the displayed “Shipping/Receiving” icon on the toolbar.

Security

The system administrator controls access to this menu item via User Access Rights (see User Table). Careful consideration should be given regarding who is authorized to manage this menu option.

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Shipment Maintenance – General TabThe “General tab”, displayed in the figure below, is used to create and captured new shipment records. Shipment Records can be automatically created from Sales Orders by defining the Sales Order Number in the “General tab”. All relevant item information is automatically populated from the Sales Order. The user must only update the shipping quantity in the “Shipment Details” tab.

Materials Management Shipment Maintenance – General Field Re

q.Field Type Description

Shipment Definitions

Ship Code YES ALPHANUMERIC

The Ship Code number is a set of unique characters identifying the shipment.

The user can choose to manually enter a numbering code or the user can choose to setup a sequential number via the “Auto-Number” tab of the Company Maintenance table.Note: If you choose to manually enter in a code, a proven format is as follows: the predefined shop order number – sequential number for each shipment. For Example: Ship Code: 1-01 = Shop Order Number 1 - Shipment 1.

Ship Date YES DATE Enter in the date the shipment is sent to the customer. The current date is auto populated but maybe overridden as needed.

Ship To YES TEXT Enter in the Shipping Address of the shipment. The system defaults to the first "Ship To" Address defined in Customer Maintenance subsystem.

The attached spinner boxes provide the user the ability to scroll through additional captured shipping addresses.

Sales Order Number YES ALPHANUMERIC

By simply specifying the Sales Order Number the system will automatically populate the Shipment Details tab with each line item from the Sales Order and “Ship To” address.

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If shipping from multiple Sales Orders, this field should be left blank. As a result, the Sales Order must be defined separately for each line item in the Shipment Line Item Detail form.

Note: The user will be prompted with the following question after selecting the Sales Order Number through the Search button or after entering the Sales Order Number directly and pressing the <Enter> key on the key board:

“Do you want to create a shipment from this Sales Order record?”

Yes: Populates the Shipment Details Line Items from Sales Order Maintenance.

No: Does NOT populate the details from the Sales Order.

Employee NO DROPDOWN Select the employee shipping the item from the dropdown list.

Customer YES ALPHANUMERIC

The system will automatically display the Customer Code from the Sales Order Number defined in the Sales Order Number Field.

The Customer search key is available for selection. Customers are maintained in the Customer Maintenance subsystem located in the Customers drop down menu.Note: If a Sales Order number is used to create this shipment record, the system will automatically populate the Customer Code.

Division NO DROPDOWN Select the Division within the company that is the source of the shipment. This is directly tied to the Inventory Location Table.

Divisions are maintained in the following table:TABLES COMPANY TABLENote: If using Divisions in the Sales Order

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or Shop Order, the SAME division MUST be defined in Shipment Maintenance as well as the Inventory Location if shipping from inventory.

Ship Via NO DROPDOWN Select the carrier used to ship the shipment from the dropdown list. This can be overridden at any time if it is auto-populated from Sales Order or Customer Maintenance.Note: the Ship Via entries are maintained in the table:TABLES SHIP VIA

Bill of Lading No. NO ALPHANUMERIC

The Bill of Lading Requirement is defined in the corresponding carrier record of the Ship Via table. If required, the system will create a Bill of Lading Report.

This field is left BLANK until Bill of Lading Report and Print the Report are activated. Once activated, the Bill of Lading number is auto-populated.

Terms NO DROPDOWN Select the payment terms from the dropdown list. Payment terms are maintained in the following table:TABLES PAYMENT TERMS

ASN N/A PUSHBUTTON

Activate pushbutton to retrieve the EDI Advanced Shipping Notification form.

Customer Shipping Notes

N/A PUSHBUTTON

Activate pushbutton to view any previously captured Customer Shipping Notes.

These notes were manually entered Customer Maintenance subsystem. If notes are present, the pushbutton will display an open book.

Customer Ship to Address Specific Notes

N/A PUSHBUTTON

Activate pushbutton to view any previously captured Customer Ship To Address Specific Notes.

These notes were manually entered Customer Maintenance subsystem. If notes are present, the pushbutton will

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display an open book.

Position # NO ALPHANUMERIC

This field is used in conjunction with Box Labels as a custom request. Your customer may wish that you print their Inventory location on the box label.

Tracking Number NO ALPHANUMERIC

A text box is available for capturing the tracking number.

Shipment Type NO DROPDOWN Select the shipment type from the dropdown list,

Notes NO TEXT Notes may be used for any Shipping details, notations, other information or comments needed to be identified.

The notes are automatically printed on the customer’s Packing List.

Invoice Information

Not Invoiced N/A PUSHBUTTON

Activate pushbutton to flag the shipment as being invoiced. Flagging the shipment as “invoiced” removes the shipment from any un-invoiced shipment reports.

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Search Key N/A PUSHBUTTON

Left Click: Activate a left click on the pushbutton to retrieve the Shipping Search Criteria form used to aid in shipment retrieval.

Right Click: Activate a right click on the pushbutton to retrieve the shipping quick search pop-up. The user can enter in the ship-code to quickly retrieve the desired shipment.

Add N/A PUSHBUTTON

Select the Add button to create a new shipping record.

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Save N/A PUSHBUTTON

Select the Save button to save changes. This will allow you to print the Packing List from this screen.

Cancel N/A PUSHBUTTON

Select the Cancel button to cancel changes since your last Save action.

Delete N/A PUSHBUTTON

Select the Delete button to remove the record. If the record has been deleted, you may re-use the Ship Code Number.

Exit N/A PUSHBUTTON

Select the Exit button to exit out of Shipment Maintenance.

Scroll to First N/A PUSHBUTTON

Activate pushbutton to scroll to first record.

Scroll Back N/A PUSHBUTTON

Activate pushbutton to scroll back one record.

Scroll Forward N/A PUSHBUTTON

Activate pushbutton to scroll forward one record.

Scroll to Last N/A PUSHBUTTON

Activate pushbutton to scroll to last record.

e-Advisor N/A PUSHBUTTON

Activate pushbutton to initiate the e-Advisory Task Maintenance subsystem.

Certificate of Compliance

N/A PUSHBUTTON

Activate pushbutton to print a Certificate of Compliance for the current shipment.

Commercial Invoices

N/A PUSHBUTTON

Activate pushbutton to print the Commercial Invoice. The user is first provided with variety of options to include into the invoice.

Once the Commercial Invoice configurations are made, the user can print out, email or view the commercial invoice.

Bill of Lading for Ship Via

N/A PUSHBUTTON

Activate pushbutton to create the Bill of Lading report. The report may be printed, emailed or viewed on the monitor.

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Shipping LabelsMailing Labels

N/A PUSHBUTTON

Activate pushbutton to print out the shipping labels. The label sizes maybe configured according to user specifications.

Packing List N/A PUSHBUTTON

Activate pushbutton to create a packing list for the current shipment. The user is first provided a variety of configuration settings for the packing list report.

Once the configurations are made, the user can print out, email or view the Packing List.

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Shipment Maintenance – Shipment Details TabThe “Shipment Detail” tab, displayed in the figure below, is used to maintain shipping items sent out to the customer. Shipment items can be added, updated and removed within the form.

Although information is automatically populated once a user links the Shipment Record with the Sales Order number in the “General tab”, the user still must add each shipping item along with the within the shipping quantity via the Shipment Details tab.

Figure 7c.3 Shipment Maintenance – Shipment Details

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Materials Management Shipment Maintenance – Shipment Details Field Req

.Field Type Description

Add N/A PUSHBUTTON Activate pushbutton to add a new shipment item to the record. The Shipping Item Detail form is retrieved for input. Additional information regarding the form is provided further in the chapter below.

Update N/A PUSHBUTTON Activate pushbutton to update the highlighted shipment item. The Shipping Item Detail form is retrieved for update. Additional information regarding the form is provided further in the chapter below.

Delete N/A PUSHBUTTON Activate pushbutton to remove the highlighted shipment item from the shipping record. The item maybe removed from the shipping record if the Inventory Journal was not purged. If necessary, make an adjustment at the journal entry for the inventory item when needed.

Delete Zero Quantity Shipped Details

N/A PUSHBUTTON Activate pushbutton to remove all shipment items with a “zero” quantity to ship entry. After delete validation is confirmed, the items are removed from the system.

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Shipping Items Details

The Shipping Item Details form is retrieved when a user adds or updates a shipment item to the shipping order. The form is broken down into five tabulations supporting the item’s shipping specifications. The five tabulations are displayed in Section 1 of figure 7c.x shown below. Section 2 of the figure displays the stagnant pushbuttons provided in all of the included tabs.

Additional information regarding the available tabulations and each of their included functions is further provided in the chapter below.

Figure 7c.4 Shipping Items Details

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Section 1

Section 2

7C-13


Tab Description

Details The Shipping Item Detail – Details Tab is used to capture the item, quantity, and shipping lot information. The form is also used when returning shipped items back into the system.

Box Details The Shipping Item Detail – Box Details Tab supports the packaging of the shipped item. The user is provided the means to either derive the box quantity from the quantity shipped or manually enter in the number of pieces, boxes and skids.

Note: It is not required for you to use the box and weight calculation table. Simply define the number of items being shipped in the Current Qty Shipping field in the Details screen.

Sales Releases The Shipping Item Detail – Sales Releases Tab displays information regarding the Sales Releases associated with the shipped item.

Shop Releases The Shipping Item Detail – Shop Releases displays information regarding the Shop releases associated with the shipped item.

Inventory Lots The Shipping Item Detail – Inventory Lots displays information regarding the inventory lots used for the shipment of the item.

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Shipping Item Detail – Details TabThe Shipping Item Details – Details tab is used to capture the actual item and quantity shipped to the customer. The form is also used to manage the return of previously shipped items. Additional information regarding the additional fields and parameters included in the tab is further provided in the corresponding table below.

Figure 7c.5 Shipping Item Details – Details Tab

An option can be set in the Company Table to indicate if you wish to “Allow Over-Shipping” Individual Releases (i.e., allow a quantity greater than the release quantity to be shipped) or have it automatically Roll Over to the next release. When the Roll Over option is selected and an over shipment is made, the LAST RELEASE will reflect the overage.

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Materials Management Shipment Maintenance – Details Shipping Item Detail – Field Req


Shipping Detail Information

Return of Shipped Item

NO CHECKMARK Activate checkbox in order to create a Return of a Shipped Item. Once activated, the Details tab automatically adjusts to support the return parameters.

Please refer to the chapter section “Processing Returns” for further description regarding the process and form.

Sales Order Number, Line Item

NO ALPHANUMERIC

If shipping from multiple Sales Orders, the Sales Order number for the given shipping item must be defined within the field. Once entered, the further Sales Order Details are automatically populated.

If the Sales Order Number associated with this shipment was defined in the General Screen to create the Shipment Detail, then the Sales Order Number will auto-populate.

Sales Order Line Item

NO ALPHANUMERIC

If the Sales Order is defined in the Shipment Detail tab, rather than the General Screen, select the line item of the Sales Order using the dropdown list. The Search Key is also available for selecting the line item.

Once selected, activate the <Tab> key to further auto-populate the Sales Order details

Status YES DROPDOWN The Sales Order maybe closed by selecting the “Closed” status from the dropdown menu. The system will automatically change the status in Sales Order Maintenance.

If the overall sales order status is “Closed”, the system will automatically close the Sales Order Releases at the same time.

Close Zero Balance Sales Releases

NO CHECKBOX Activate checkbox to automatically close the Sales Order release. The system automatically changes the status in Sales Order Release Maintenance subsystem.

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Shop Order Number

NO ALPHANUMERIC

Enter in the Shop Order Number used to create the shipping item. Once entered, the following fields are automatically populated: - Inventory Number - Part Number/Revision - Part Description - Customer Purchase Order Number

Status YES DROPDOWN The Shop Order maybe closed at this level by selecting the “Closed” status from the dropdown menu. The system will automatically change the status in Shop Order Maintenance subsystem.

Close Zero Balance Shop Releases

NO CHECKBOX The Shop Order Release maybe closed by activating the “Close Zero Balance Shop Order Releases” checkbox. The system will automatically change the status in the Shop Order Maintenance subsystem’s “Due Dates” tab.

P.O. Number NO ALPHANUMERIC

The system automatically displays the customer's Purchase Order Number based on the Quote Number linked to the selected Shop Order record.

If the quote is not tied to the order, the P.O. number maybe entered manually into the field.

Contact NO DROPDOWN Select the contact from the dropdown list. This field is automatically populated if previously defined in either the associated quote or sales order.

Inventory Number NO ALPHANUMERIC

Enter in the Inventory Number of the item shipped to the customer. This number will normally auto populate if the shipment is tied to a Sales Order or Shop Order.

The system deducts the quantity shipped from the Inventory Maintenance subsystem’s Quantity On Hand for the given Inventory Number.

Transfer N/A PUSHBUTTON Activate pushbutton to invoke the Inventory

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Maintenance subsystem’s “Lots” tab. The tab is used to transfer the item between locations.

Please refer to the Inventory Maintenance subsystem documentation for additional information regarding this function.

Part Number NO ALPHANUMERIC

The system automatically displays the customer's Part Number linked to the Quote Number associated to the defined Shop Order record.

If quote is not linked, the number maybe entered manually within the field.

Revision NO ALPHANUMERIC

The system automatically displays the customer's Part Number Revision linked to the Quote Number associated to the defined Shop Order record.

If the quote is not linked, the revision number maybe entered manually within the field.

Description NO TEXT The system automatically displays the customer's part number; drawing or job number Description, if any, based on the Quote Number associated with the defined Shop Order record.

If the quote is not linked, a description maybe entered manually within the field.

Don’t Post to Inventory

NO CHECKBOX Activate checkbox to prevent Visual EstiTrack from posting the quantity shipped or returned to inventory. Therefore, the quantities within Inventory Maintenance are neither subtracted nor added (depending on the transaction made) when the shipment is complete.

Note: As soon as the checkbox is deactivated and the shipment is SAVED, the item’s quantities with Inventory Maintenance are

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automatically readjusted accordingly.

Shipment Notes

N/A PUSHBUTTON Activate pushbutton to retrieve the Notes text box. Any Shipping details, notations, other information or comments maybe captured for each included shipping line item.

Note: The Notes field in the General Screen maybe used for the Over-all Packing List.

Current Qty Shipped

NO NUMBER Enter in the current quantity shipping.

Calculator N/A PUSHBUTTON Activate pushbutton to retrieve the Material Calculator. The Material Calculator is normally used when shipping out raw materials.

Shipped Complete NO CHECKBOX Activate checkbox to mark the shipment as “shipped complete”. This in return zeros out any back order quantities.

Back Order NO NUMBER Enter in the back order quantity if applicable.

Note: The system does NOT automatically populate the back order quantity. Once the value is entered manually, it is automatically carried to Invoice Maintenance ONLY if the Invoice is created from this Ship Code.

Derive Shipped Quantity from Box Quantities

NO CHECKBOX Activate Check box only if using Box Details. The shipping quantity is automatically derived from packaging.

Note: Do not define the quantity shipped in the “Current Quantity Shipping” field if activating the checkbox.

Export Details N/A PUSHBUTTON Activating pushbutton to retrieve the Export Details form. The Export Details form is used to define information for exporting the shipment. Additional details regarding the form are provided further in the chapter below.

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Print Serial Number Labels

N/A PUSHBUTTON Activate pushbutton to print the Serial Number label. The Serial Number Label form is retrieved for the lot. Additional information regarding the form is provided further in the chapter below.

Ship From The fields within the Ship From display box are used to identify the exact picking location of the item shipped. The inventory is automatically reduced from the inventory location specified within the fields below.

If left blank, Visual EstiTrack automatically applies the FIFO rules for selecting the inventory location.

Note: Any location specified will trigger the system to automatically reduce inventory from the defined location REGARDLESS of the quantity available within that location. Therefore, it there is not a sufficient amount of available quantity within the location, a negative quantity will result for the defined location.

The Ship From fields below should be carefully identified prior to defining the location!

Location NO DROPDOWN Select the picking location of the item to be shipped. Note: Inventory will be reduced from the selected bin.

Bin NO DROPDOWN Select the picking bin of the shipping item from the dropdown selection.Note: Inventory will be reduced from the selected bin.

Lot/Serial Number NO DROPDOWN Enter in or select from the dropdown list the lot/serial number of the shipping item.

Heat/Warranty Number

NO ALPHANUMERIC

Enter in the heat/warranty number of the shipping item if applicable. The attached

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search key is available for heat number selection.

Revision Number NO ALPHANUMERIC

Enter in the Revision number of the shipping item if applicable.

Lev. NO DROPDOWN Enter in the Revision Level of the shipping item if applicable.

Select Lot/Serial Numbers

N/A PUSHBUTTON Activate pushbutton to retrieve the Inventory Lot Number Selection form for the shipping inventory number.

The form provides the user access to the item’s locations, bins, serial numbers, heat numbers and revision and levels.

Save N/A PUSHBUTTON Saves any changes made to the form.

Cancel N/A PUSHBUTTON Cancels any changes made to the form.

Exit N/A PUSHBUTTON Exits the form back to the Shipment Details form.

Previous Line ItemFirst Line Item

N/A PUSHBUTTON Left Click: Activate left click to view the previous shipping line item.

Right Click: Activate right click to view the first shipping line item.

Next Line ItemLast Line Item

N/A PUSHBUTTON Left Click: Activate left click to view the next shipping line item.

Right Click: Activate right click to view the last shipping line item.

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Note:

The Ship From fields below should be carefully identified prior to defining the location!

Any location specified will trigger the system to automatically reduce inventory from the defined location REGARDLESS of the quantity available within that location. Therefore, it there is not a sufficient amount of available quantity within the location specified, a negative quantity will result for the defined location!

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Export Details Form The Export Details form, displayed in the figure below, is used to define information specific shipping the items included in the current shipment across borders. The form below can be accessed by activating the EXPORT DETAILS pushbutton located in the “Shipping Item Details – Details Tab”.

The information entered into the form can be further printed with the “Commercial Invoice” by activating the “Include Export Details” checkbox of the Commercial Invoice Report Criteria form.

Figure 7c.6 Export Details

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Serial Number Label FormThe Serial Number Label form displayed in the figure below is used when parts are tracked via a serial number created within the shop order.

Figure 7c.7 Serial Number Label

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Shipping Item Detail – Box Details TabThe Box Details tab, displayed in the figure below, is used to define the outgoing box specifications for the shipment line item. The details can be printed on the Packing List if selected in the Packing List Print Criteria form. Additional information regarding the included fields and options is provided in the corresponding table.

Figure 7c.8 Shipping Item Detail – Box Details Tab

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Derive Box Quantities from Qty Shipped

N/A PUSHBUTTON Activate pushbutton in order to derive the box quantity from the shipment quantity previously defined in the “Details” tab.

Note: Define the Finished Weight and Box Types in the Finished Good Inventory Numbers (Inventory Maintenance) so that these figures can automatically be brought over from Inventory Maintenance into the Shipping Detail form.

Finished Weight UOM NO DROPDOWN The system will automatically display the Unit Type based on the selected Sales Order or Shop Order record.

Finished Weight Value

NO NUMBER Enter the actual measured Weight per Unit for shipping purposes, but not exceeding 9999.99.

Note: If the “Finished Weight per Unit” is entered in the Shop Order Maintenance General tab, the system will automatically populate the entered weight

Tare Weight Value NO NUMBER The Tare Weight is the weight of boxes, cartons or skids. The system will multiply this number by the chosen box, carton or skid option and look for the number associated with that choice to determine the Tare Weight.

Tare Weight UOM NO RADIOBUTTON

The Tare Weight is the weight of boxes, cartons or skids. The system will multiply this number by the selected box, carton or skid option and look for the number associated with that choice to determine the Tare Weight.

For example: If you define 5 pounds as the Tare Weight and select “Box” radio button, the system will multiply 5 pounds by the total Number of boxes and print this weight on the Packing List.

Note: This must be defined if you want to print it on the Packing List. (See Packing List details for additional information)

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Number of Skids/Pallet

NO NUMBER Enter in the total number of skids/pallets shipped.

Number of Boxes/Cartons

NO NUMBER Enter in the number of boxes per carton shipped to the customer.

Start Box Number Column

NO NUMBER Define the starting box number of the Shipment Line Item.

Example: Enter “1” for the first box.

End Box Number Column

NO NUMBER Enter the ending box number of the Shipment Line Item.

Note: If shipping one box, the number “1” should be entered into the field.

Pieces per Box Column

NO NUMBER The number of pieces or items in per box.

Weight per Box Column

NO NUMBER The system will automatically calculate and display the total weight of each box based on the Weight per Unit and Quantity fields.

The weight may also be entered in manually without actually having the system perform the calculation.

Print Box Labels N/A PUSHBUTTON Activate pushbutton to print the box labels. The Box Labels form is automatically retrieved for input of box specifications. Additional information regarding the form is provided further in the chapter below.

Note:

It is not required for you to use the box and weight calculation table. Simply define the number of items being shipped in the Current Qty Shipping field in the Details screen.

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Box LabelsThe Box Labels Report Criteria form, displayed in the figure below, is used to outline all parameters that will be included in the box labels. The list of types of labels to print is available via the “Label Type” dropdown list. Once the parameters are defined, the box label maybe first viewed and then sent to the printer.

Figure 7c.9 Box Labels

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Shipping Item Detail – Sales Releases TabThe Sales Releases tab is an information screen only. It can be accessed via the Shipment Details tab of the Shipment Maintenance subsystem and provides the user the ability to view the Sales Order and releases affected by the current shipment.

Figure 7c.10 Sales Releases Tab

Materials Management Shipment Maintenance – Details Shipping Item Detail –Field Req


Release Number N/A DISPLAY Displays the Sales Order Release Number from the Sales Order Maintenance record.

Due Date N/A DISPLAY Displays the Due Date as defined in Sales Order Maintenance.

Promise Date N/A DISPLAY Displays the Promise Date as defined in the Sales Order Maintenance record.

Status N/A DISPLAY Displays the status of the release number as it is defined in the Sales Order Maintenance record.

Release Quantity N/A DISPLAY Displays the release quantity as it is defined

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in the Sales Order Maintenance record.

Quantity Shipped N/A DISPLAY Displays the total of previous Quantities Shipped from the Sales Order Maintenance. This value does not include the current shipment quantity.

Quantity Balance N/A DISPLAY Displays the Balance to Ship from Sales Order Maintenance. This value does not include the current shipment quantity.

Shipment Quantity N/A DISPLAY Displays the current shipment quantity. This is displayed in red for easy visibility.

Ending Quantity N/A DISPLAY Displays the Ending Balance derived from this current shipment quantity. This is displayed in red for easy visibility.

Note:

If the screen cannot be accessed, the Shipment Details may need to be saved or the Release Number may need to be defined in the Sales Order Maintenance subsystem.

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Shipping Item Detail – Shop ReleasesThe Shop Releases tab is an information screen only. It can be accessed via the Shipment Details tab of the Shipment Maintenance subsystem and provides the user the ability to view the Shop Order and releases affected by the current shipment.

Figure 7c.11 Shop Releases Tab



Release Number N/A DISPLAY Displays the Shop Order Release Number from the Shop Order Maintenance record.

Due Date N/A DISPLAY Displays the Release Number Due Date as defined in Shop Order Maintenance.

Status N/A DISPLAY Displays the Release Number Status as defined in Shop Order Maintenance.

Release Quantity N/A DISPLAY Displays the Release Number Quantity as defined in Shop Order Maintenance.

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Quantity Produced N/A DISPLAY Displays the total shop order quantity produced.

Quantity Shipped N/A DISPLAY Displays the total of previous Quantities Shipped from the Shop Order Maintenance. This value does not include the current shipment quantity.

Quantity Balance N/A DISPLAY Displays the Balance to Ship from Shop Order Maintenance. This value does not include the current shipment quantity.

Shipment Quantity N/A DISPLAY Displays the current shipping quantity. This is displayed in red for easy visibility.

Ending Balance N/A DISPLAY Displays the ending balance derived from the current shipment quantity. This is displayed in red for easy visibility.

Note:

If the screen cannot be accessed, the Shipment Details may need to be saved or the Release Number may need to be defined in the Shop Order Maintenance subsystem.

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Shipping Item Detail – Inventory LotsThe Inventory Lots tab is an information screen only. It can be accessed via the Shipment Details tab of the Shipment Maintenance subsystem and provides the user the ability to view the Inventory Cost Tiers being affected by the current shipment.

The tab displayed in the figure below provides two viewing displays. The user has the opportunity to review the order, location and bin or to view the lot number, serial number, heat number and supplier. This can be controlled via the “Display” radio button located at the bottom of the form.

Figure 7c.12 Inventory Lots Tab



Date Received N/A DISPLAY Displays the date the inventory lot was received into the system.

Shop Order/Stock N/A DISPLAY If a Shop Order Number is defined in this line item, this indicates that this lot is reserved for this Shop Order Number Only.

If Stock is defined in this line item, this indicates that this lot is reserved for Stock which allows the user to use the lot for any

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Shop Order or Sales Order.

Location Code N/A DISPLAY Displays the Inventory Location of the Inventory Lot.

Bin Code N/A DISPLAY Displays the Location Bin Number of the Inventory Lot.

Quantity on Hand N/A DISPLAY Displays the Quantity On Hand for the line item.

Shipment Quantity N/A DISPLAY Displays the current shipment quantity. This is displayed in red for easy visibility.

Ending Balance N/A DISPLAY Displays the Ending Balance derived from this current shipment quantity. This is displayed in red for easy visibility.

Note:

If this screen can not be accessed, the Shipment Details either needs to be “Saved” or Lot Costs are not defined in Inventory Maintenance. If using Average or the Standard Inventory Method, this form will also be made unavailable.

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Processing Returns

Items returned from the customer back into the system are processed using the “Shipping Item Detail – Details” tab. The form is automatically readjusted to support the return process once the “Return of Shipped Items” checkbox (circled in red in the figure below) is activated.

The user is then provided the tools to return the item to the selected return location, enter in the return quantity, and to post the return quantity to the item’s overall available quantity.

If the return is tied to conformance issue, a quality action request can be accessed directly within the form. The user can also process the return by not posting the quantity to the system (using the “Don’t Post to Inventory” checkbox) until the returned item is further analyzed.

A list and description of the “Return” fields are further provided in the corresponding table outline provided below.

Figure 7c.13 Processing Returns via the Shipping Item Details – Details Tab

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Processing Returns via Materials Management Shipment Maintenance – Details Shipping Item Detail – Details Tab

Field Req.

Field Type Description

Return of Shipped Item

YES CHECKBOX Activate checkbox to initiate the Visual EstiTrack return form. The “Details” tab is automatically readjusted to support the return process.

Action Request N/A PUSHBUTTON Activate pushbutton to access the quality Action Request form. The form is automatically retrieved and pre-populated using the information accumulated from the returned shipment.

Additional information regarding the Action Request form is further provided in Chapter 9 – Quality of the Visual EstiTrack User’s Manual.

Not Credited/Credited

N/A PUSHBUTTON The pushbutton toggles between the “Not Credited” and “Credited” status depending on the current return flag.

Not Credited Pushbutton: Activate pushbutton to flag the return as being credited. As a result, this return will not show up on any un-credited return reports.

Credited Pushbutton: Activate pushbutton to flag the return as NOT being credited. As a result, this return will show up on un-credited return reports.

Open Nonzero Balance Sales Releases

NO CHECKBOX Activate checkbox to automatically open the Sales Order release. The system automatically changes the status in Sales Order Release Maintenance subsystem.

Open Nonzero Balance Shop Releases

NO CHECKBOX The Shop Order Release maybe opened by activating the “Open Zero Balance Shop Order Releases” checkbox. The system will automatically change the status in the Shop Order Maintenance subsystem’s “Due Dates” tab.

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Field Req.

Field Type DescriptionDefect Codes N/A PUSHBUTTON Activate pushbutton to define defects for the

returned parts. The Return Defects Code form is automatically retrieved for further update.

Additional information regarding the Return Defects Code form is provided in the chapter below.

Don’t Post to Inventory

NO CHECKBOX Activate checkbox to NOT post the returned quantity to the item’s Inventory Maintenance subsystem.

Once the checkbox is deactivated, the system will automatically repost the quantity in Inventory Maintenance.

Return Notes N/A PUSHBUTTON Activate pushbutton to enter in any notes regarding the return. Any information captured within the “Notes” is automatically transferred to the Action Request form when an Action Request is opened up for the return.

Current Quantity Returned

NO NUMBER Enter in the current returned quantity. The system automatically defaults the entire shipped quantity to the field. This field maybe overridden if necessary.

Derive Return Quantity from Box Quantities

NO CHECKBOX Activate checkbox only if using Box Details. The return quantity is automatically derived from the packaging tab.

Note: Do not define the return quantity in the “Current Quantity Returned” field if activating this checkbox.

Return To The fields within the Return To display box are used to identify the exact return location of the returned item. The inventory is automatically added to the inventory location specified within the fields below.

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Field Req.

Field Type DescriptionLocation NO DROPDOWN Select the location of the item returned.

Note: Inventory will be added to the selected location.

Bin NO DROPDOWN Select the bin of the returned item from the dropdown selection.Note: Inventory will be added to the selected bin.

Lot/Serial Number NO DROPDOWN Enter in or select from the dropdown list the lot/serial number of the returned item.

Heat/Warranty Number

NO ALPHANUMERIC

Enter in the heat/warranty number of the returned item if applicable. The attached search key is available for heat number selection.

Revision Number NO ALPHANUMERIC

Enter in the Revision number of the returned item if applicable.

Lev. NO DROPDOWN Enter in the Revision Level of the returned item if applicable.

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AUTOMATIC SHIPPING WORKSHEETThe Automatic Shipping Worksheet, displayed in the figure below, is used to review all open Sales Orders in the system. Visual EstiTrack provides the user a list of all Sales Orders that meet the user’s defined search criteria and displays the order’s inventory number, due date, balance to ship, available inventory and calculated available quantity to ship.

Once the user reviews the generated list, shipments can be marked for automatic shipping record creation. Once the list is ready, the user can generate shipments records by activating the “CREATE SHIPMENTS FOR SELECTED ITEMS” pushbutton. The corresponding Sales Order record listed in the Automatic Shipping Worksheet is automatically flagged with the “S” Ship Flag – identifying that the shipment record was created. Additional information regarding the worksheet and available functions is further provided in the corresponding table outline.

Figure 7c.14 Automatic Shipping Worksheet

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Menu Selection


Select “Automatic Shipping Worksheet” from the drop down list.

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Note:

The Shipping Quantity can be changed for a highlighted record by performing a Double-Click on the record. A “Shipment Details” pop-up form is retrieved allowing the user to change the defaulted Quantity to Ship. Once a SAVE is performed on the record, the quantity to ship is updated in the Automatic Shipping Worksheet.

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Materials Management Automatic Shipping WorksheetField Req


Due Date Range NO DATE Enter in the due date range of the records to be retrieved. A blank date range retrieves all open sales order records that meet the defined search criteria.


Enter in the inventory number in order to retrieve a list of Sales Order line items including the defined number.

Sales Order Number NO ALPHANUMERIC

Enter in the Sales Order number in order to retrieve a list of line items included in the defined Sales Order alone.

PO Number NO ALPHANUMERIC

Enter in the Purchase Order number to retrieve a list of records tied to the defined Purchase Order Number.

Customer Code NO TEXT Enter in the Customer Code or use the search key for code selection, in order to retrieve a list of all Sales Order Line items belonging to the defined customer.

Ship Via NO DROPDOWN Select the shipping means from the dropdown list to retrieve a list of Sales Order line items defined with the selected shipping means.

Include Zero to Ship Quantity on Hand

NO CHECKBOX Activate checkbox to retrieve line items with zero available shipping quantities along side records with available inventory quantities.

Confirmed Releases Only

NO CHECKBOX Activate checkbox to retrieve a list of records with confirmed releases only.

Show decimals on quantities

NO CHECKBOX Activate checkbox to show decimal places on the list of quantities retrieved.

Search N/A PUSHBUTTON Activate pushbutton to generate a list of Sales Order line items that meet the criteria defined.

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Clear N/A PUSHBUTTON Activate pushbutton to clear the criteria defined.

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Mark N/A PUSHBUTTON Activate pushbutton to mark the highlighted Sales Order Line item for shipping record creation.

Unmark N/A PUSHBUTTON Activate pushbutton to unmark the highlighted Sales Order Line item.

Unmark All N/A PUSHBUTTON Activate pushbutton to unmark all Sales Order Line items from shipping record creation.

Customer Shipping Notes

N/A PUSHBUTTON Activate pushbutton to retrieve any shipping notes defined for the highlighted Sales Order Line item.

Shipping N/A PUSHBUTTON Activate pushbutton to unmark the group of highlighted Sales Order Line items.

Note: The records can be multi-selected by either using the control key or the shift key while left clicking on the desired record.

Ship date to Use YES DATE Enter in the ship date to use during shipping record creation. The current date is automatically defaulted when not specifically defined by the user.

Create Shipments for selected Items

N/A PUSHBUTTON Activate pushbutton to create shipping records for all marked Sales Order Line items.

The system automatically initiates a routine that creates the shipping record through the Shipment Maintenance Subsystem. Once the routine is complete, the “S” indicator is used in the ship flag identifying the record as complete.

Exit N/A PUSHBUTTON Activate pushbutton to exit the form back to the main Visual EstiTrack menu system.

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Shipping Requirements Reports

N/A PUSHBUTTON Activate pushbutton to print a Shipping Requirements report listing items needing shipment that fall within the defined date range.

A report criteria form is initially retrieved allowing the user to tailor the report using the provided configuration settings.

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BATCH EDI ADVANCED SHIPMENT NOTIFICATIONHenning Software offers clients a customized Batch EDI Advanced Shipment Notification configuration package. For an additional charge, Henning Software will create an interface for the company’s EDI trading partners. Please contact Henning Software for additional information regarding the EDI services available.

Figure 7c.15 Batch Advanced Shipment Notification Generator

Menu Selection


Select “Batch EDI Advanced Shipment Notification” from the drop down list.

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PACKAGING MAINTENANCEThe Packaging Maintenance subsystem provides the user the ability to serialize the packaging of inventoried items into stock. The user can package pieces to a box as well as boxes onto pallets. Using the serialized labels, the contents of the boxes/pallets can be viewed with a quick scan of the associated label. This subsystem provides the user the ability to trace not only the contents counts but their lots as well.

The Packaging Maintenance subsystem can also be tied to scales for added part verification. Once the package is boxed and placed onto the scale, Visual EstiTrack verifies the part weight and count with the information captured for the item’s Inventory Maintenance record. Additional information regarding this feature is further provided in the chapter below.

The Packaging Maintenance subsystem is broken down into four distinct tabulations. Each of these tabulations is further described in the chapter below.

Figure 7c.16 Packaging Maintenance

Menu Selection


Select “Packaging Maintenance” from the drop down list.

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Packaging Maintenance – Packaging TabThe “Packaging” tab displayed in the figure below is used as a packaging tool where parts are packaged into serialized boxes. Part lot numbers can be traced to the individual packaged boxes therefore maintaining full integrity of quality control.

The tab is fully tied to the defined packaging parameters entered into the item’s associated inventory maintenance record. The information displayed in the tab’s Standard Packaging Instructions, Box Quantity and Box Weight is all pulled from the defined packaging parameters. Although data pulled is set as the item’s default, the packaging configuration maybe adjusted directly within the tab as needed.

Additional information regarding the fields and functions included within the form are provided in the associated table below.

Figure 7c.x17 Packaging Maintenance

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Materials Management Packaging Maintenance – Packaging TabField Re



Enter in the inventory number of the item to be packaged.

The attached search key is available for inventory number selection.

Sales Order Number NO ALPHANUMERIC

If needed, the inventory item’s open sales order number maybe entered into the field when packaging directly for a sales order.

The attached search key is available for selecting the open Sales Order number.

Lot Number NO ALPHANUMERICDROPDOWN

Select the lot number from the dropdown menu to package the item’s defined lot.

Standard Packaging Instruction Display Box

The Standard Packaging Instructions are displayed for the inventory item within the display box below. The information displayed is maintained in the Packaging Tab of the item’s Inventory Maintenance record.

Standard Packaging Instruction

N/A PUSHBUTTON

Activate pushbutton to view the entire content of the packaging specifications. The Packaging Specifications pop-up is retrieved allowing the user to either scroll or print out the entire content of the packaging specifications.

Lots Available to Box The Lots Available to Box section of the form displays the item’s current quantities and lots to available to be boxed. The tools provided within this section are used to create serialized pallets and boxes that allow for lot specific traceability.

Add (F4) N/A PUSHBUTTON

Activate pushbutton to create a new incremental pallet ID number for the new pallet.

A Pallet Maintenance pop-up form is automatically retrieved allowing the user to

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specify the new pallet’s location, bin, tare weight, and container type.

Label (F6) N/A PUSHBUTTON

Activate pushbutton to printout the new Pallet Label.

Pallet Number NO ALPHANUMERICDROPDOWN

Select the pallet number from the dropdown menu. The pallet selected will be used to store the item’s newly created packages.

Location NO DROPDOWN Select the location of the pallet from the dropdown menu.

Bin NO DROPDOWN Select the pallet’s bin from the dropdown list.

Quantity to Box NO NUMBER Enter the quantity to box into the field. The system automatically defaults to the box quantity defined in the item’s inventory maintenance record. This number maybe overridden if necessary.

Assign to Box (F7) N/A PUSHBUTTON

Activate pushbutton to assign the quantities to the specified box. The item’s “Lot’s Available to Box” quantity is automatically reduced for the specified lot and is further inserted into the “Lot’s Assigned to Box” display window.

Adjust Lot N/A PUSHBUTTON

Activate pushbutton to adjust the quantity of the item’s lot if a discrepancy is noted during counting. The Inventory Lot Adjustment form is retrieved for further update. Additional information regarding the form is provided in the chapter below.

Lots Assigned to Box The “Lots Assigned to Box” display box lists the lot number, new location and bin codes and the quantity to be boxed. The information is automatically inserted into the display box when the user performs a “Assign to Box” for the item.

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Remove from Box N/A PUSHBUTTON

Activate pushbutton to remove the lots/quantities from the newly defined box. The item’s lot/quantities are removed from the display box and further readjusted into the “Lot’s Available to Box” display window`.

Box Location The Box Location display box displays the location of the pallet the box is stored onto. This location is defined when a new pallet number is created or when an existing pallet is selected within the “Lots Available to Box” display window.

Box Quantity The Box Quantity display box lists the quantity specifications defined by the user within the Packaging tab of the item’s Inventory Maintenance record. The window also displays the actual quantity currently placed into the box along with calculated quantity variances.

Override Box Quantity N/A PUSHBUTTON

Activate pushbutton to override the Standard box quantity. The Standard Box Quantity field is made available for update when the pushbutton is activated.

Box Weight The Box Weight display window displays the current standard weight specifications along with any calculated variances. The weight specifications displayed are maintained in the Packaging Tab of the item’s Inventory Maintenance record.

Actual Gross NO NUMBER The actual gross weight of the box is automatically displayed into the field. The calculated weight includes the weight of the materials as well as the packaging weight. This field maybe overridden if necessary.

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Save and Print Box N/A PUSHBUTTO Activate pushbutton to capture the current

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Label (F8) N box data created. The box serial number is automatically generated printed onto the box label.

Print Master Label (F9)

N/A PUSHBUTTON

Activate pushbutton to print the master label.

Last Box Audit Label (F10)

N/A PUSHBUTTON

Activate pushbutton to print the Final Audit label for the current item.

Exit N/A PUSHBUTTON

Activate pushbutton to exit the form back to the main Visual EstiTrack menu system.

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Inventory Lot Adjustment

The Inventory Lot Adjustment form displayed in the figure below is used to adjust quantities when quantity discrepancies occur for a given item lot number. The form can be accessed by activating the ADJUST LOT pushbutton located within section two of figure 7c.x.

Any quantity adjustments made using this form are immediately recorded in the item’s inventory maintenance journal records. Quantities are normally adjusted when the user notes discrepancies between an actual quantity of the lot and the system lot quantity.

The fields and functions included in the form are further described in the corresponding table below.

Figure 7c.18 Inventory Lot Adjustment

Materials Management Packaging Maintenance – Packaging Tab Inventory Lot Field Re


Quantity to Adjust NO NUMBER Enter in the adjustment number.

Example of Overage Adjustment:If the actually quantity of the item’s lot is 15 and the system quantity is 5 pieces in the item’s lot, an inventory adjustment of (+) 10 must be made to the system.

Example of Short Adjustment:If the actual quantity of the item’s lot is 2 and the system currently state that there are 5 pieces in the item’s lot, an inventory adjustment of (-)3 must be made to the system.

Maximum Qty Short N/A DISPLAY Displays the maximum value allowed to be shorted. Therefore, the user cannot reduce the item’s lot quantity less than zero.

Example:

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Materials Management Packaging Maintenance – Packaging Tab Inventory Lot Field Re


System states 5 pieces are in the item’s lot, the user cannot reduce the quantity any more than (-)5 pieces.

Adjustment Date NO DATE The current date is automatically inserted into the field. The date maybe overridden if necessary. The Visual EstiTrack interactive calendar is available for date selection.

Entries Reference NO TEXT The text “Packaging Adjustment” is automatically entered into the field. The inventory adjustment is always recorded in the item’s journal entry along with the text referenced within this field. This field maybe overridden if necessary.

Use Standard Cost for Adjust Over Entry

NO CHECKBOX Activate checkbox to use the standard cost when overages are adjusted.

Adjust N/A PUSHBUTTON

Activate pushbutton to complete the adjustment process.

Cancel N/A PUSHBUTTON

Activate pushbutton to cancel any changes made to the form.

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Packaging Maintenance – Pallet/Box MaintenanceThe “Pallet/Box Maintenance” tab has three main functions.

1. View all serialized pallets and boxes for a given inventory number or lot number. 2. Assign a selected pallet or box to a defined sales order 3. Inventory transfer. Pallets maybe transferred for a given inventory number from one location to another.

Boxes may also be transferred between pallets using this form.

The form is primarily divided into three sections. The Pallet/Box Criteria section is used to filter out the desired inventory number/lot number to view within the form. Free box types may also be specifically excluded or included within the results list by using the “Box Type” radio button criteria.

The “Pallet Listing” section of the form retrieves a list of pallets that meet the inventory criteria defined in the section above. The “Box Listing” section provides further insight into the item by identifying the exact boxes and the associated counts/weights included in each highlighted pallet. Additional information regarding the functions included in the form is provided in the associated table outline.

Figure 7c.19 Packaging Maintenance – Pallet/Box Maintenance Tab

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Materials Management Packaging Maintenance Pallet/Box MaintenanceField Re


Pallet/Box Criteria


Enter in the Inventory Number to retrieve a list of pallets and boxes built for the defined item. The search key is available for inventory number selection.


Once an Inventory Number is entered into the system, the information retrieved maybe further filtered by a specified lot number.

Select the item’s Lot Number from the dropdown list in order to retrieve a list of pallets and boxes including the defined lot number.

Box Type YES RADIOBUTTON

Activate the desired radio button to view pallets or boxes including the selected box types. The user can choose to select from the following:

All Boxes Retrieves a list of all pallets and boxes that meet the defined search criteria.

Exclude Free Boxes

Retrieves a list of pallets and boxes that exclude any free boxes only.

Free Boxes Only

Retrieves a list of pallets and boxes that include free boxes only.

Pallet Number NO DROPDOWN Enter in a pallet number in order to retrieve information regarding the defined pallet number alone.

When an inventory number is entered into the appropriate field, a list of pallets including the defined number is made available in the dropdown list.

Box Number NO DROPDOWN Enter in the box number in order to retrieve information regarding the defined box number alone.

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When an inventory number is entered into the appropriate field, a list of boxes including the defined number is made available in the dropdown list.

Location NO DROPDOWN Select the location from the dropdown list in order to retrieve a list of pallets and boxes stored in the specified location.

Bin NO DROPDOWN Select the bin from the dropdown list in order to retrieve a list of pallets and boxes stored in the specified location.

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Search N/A PUSHBUTTON

Activate pushbutton to retrieve a list of pallets and boxes meeting the defined criteria.

Clear N/A PUSHBUTTON

Activate pushbutton to clear the form for criteria reentry.

Assign to Sales Order N/A PUSHBUTTON

Activate pushbutton in order to assign all boxes on a pallet to a specified Sales Order. The Select Sales Order pop-up is retrieved to assign the sales order to the highlighted pallet.

Transfer Selected Pallets

N/A PUSHBUTTON

Activate pushbutton to transfer the highlighted pallet to a new location and bin.

The Transfer Pallet pop-up is retrieved for new location and bin selection. Activate the TRANSFER pushbutton located on the pop-up to complete the transfer process.

Transfer Selected Boxes

N/A PUSHBUTTON

Activate pushbutton to transfer the highlighted box number to a new pallet.

The Transfer Box pop-up is retrieved for new pallet selection. Activate the TRANSFER pushbutton located on the pop-up to complete the transfer process.

Print Master Labels N/A PUSHBUTTON

Activate pushbutton to print the Master Label for the highlighted pallet. The

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Master Label describes the entire part count of the entire pallet. Typically, pallets are not mixed with more than one part.

Print Box Labels N/A PUSHBUTTON

Activate pushbutton to print the Box Label for the highlighted box number. The Box Label includes the serial number identifying the contents of the box.

Exit N/A PUSHBUTTON

Exits the form back to the main Visual EstiTrack menu system.

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Packaging Maintenance – Box/Lot Audit TabThe “Box/Lot Audit” tab has three main functions.

1. View all serialized boxes and all corresponding lots of the contents2. To unbox a selected box number to a selected location and bin3. To print audit and box labels for a selected box number

The form is primarily divided into three sections. The “Box/Lot Criteria” section is used to filter out the desired inventory number/lot number to view within the form. Retrieved boxes can be further filtered by viewing all boxes, shipped boxes only or excluding any boxes shipped from the system.

The “Box Listing” section of the form retrieves a list of boxes that meet the inventory criteria defined in the section above. The “Lot Listing” section provides further insight into the item by identifying the exact lot numbers of box contents. Additional information regarding the functions included in the form is provided in the associated table outline.

Figure 7c.20 Packaging Maintenance – Box/Lot Audit Tab

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Materials Management Packaging Maintenance Box/Lot AuditField Re


Box/Lot Criteria


Enter in the Inventory Number to retrieve a list of boxes and the lot numbers of the box’s content for the defined item. The search key is available for inventory number selection.


Once an Inventory Number is entered into the system, the information retrieved maybe further filtered by a specified lot number.

Select the item’s Lot Number from the dropdown list in order to retrieve a list of boxes including the defined lot number.

Box Type YES RADIOBUTTON

The boxes of the entered search criteria maybe further filtered by the following radio button selections:

All Boxes Retrieves a list of all serialized boxes and their corresponding lots.

Exclude Shipped Boxes

Retrieves a list of all serialized boxes excluding any shipped boxes.

Shipped Boxes Only

Retrieves a list of all serialized shipped boxes.

Pallet Number NO NUMERICDROPDOWN

Enter in the desired pallet number in order to retrieve a list of serialized boxes stored onto the pallet.

If an inventory number is entered into the criteria, a list of associated pallet numbers maybe retrieved via the dropdown list.

Box Number NO DROPDOWN Enter in the desired pallet number in order to retrieve additional information regarding the box and its corresponding lots.

If an inventory number is entered into the criteria, a list of associated box numbers

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Materials Management Packaging Maintenance Box/Lot AuditField Re


maybe retrieved via the dropdown list.

Location NO DROPDOWN Select the desired location from the dropdown list in order to retrieve a list of boxes stored into the selected location.

Bin NO DROPDOWN Select the desired bin from the dropdown list in order to retrieve a list of boxes stored into the selected bin.

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Search N/A PUSHBUTTON Activate the search key to retrieve a list of boxes and their corresponding lots using the search criteria entered into the “Box/Lot Criteria” section of the form.

Clear N/A PUSHBUTTON Activate pushbutton to clear the form for reentry.

Unbox Selected Box(es)

N/A PUSHBUTTON Activate pushbutton to de-serialize the highlighted box number. The user is provided with an automatic Unbox pop-up window where the contents of the box can be stored into a newly defined location.

Additional information regarding this function is provided further in the chapter below.

Print Audit Label N/A PUSHBUTTON Activate pushbutton to print the Audit Label for the highlighted box number. The Box Audit label indicates the quantities and lots of the box contents.

Print Box Labels N/A PUSHBUTTON Activate pushbutton to print the Box Label for the highlighted box number. The Box Label includes the serial number identifying the contents of the box.

Exit N/A PUSHBUTTON Exits the form back to the main Visual EstiTrack menu system.

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Packaging Maintenance – Receive Bulk WIP TabThe Receive Bulk WIP Packaging tab, displayed in the figure below, is used when shipping bulk material for outside services such as heat treating. Please contact a Henning Software representative for further information regarding this option.

Figure 7c.21 Packaging Maintenance – Receive Bulk WIP

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Weight VerificationThe Packaging Maintenance subsystem can also be tied to scales for added part verification. Once the package is boxed and placed onto the scale, Visual EstiTrack verifies the part weight and count with the information captured for the item’s Inventory Maintenance record.

Configuring Visual EstiTrack for Scale Verification

To configure Visual EstiTrack for scale verification during the Packaging process, the following configurations must be made to the Company Maintenance tabled:

Tables Company Shipping/Receiving Tab: Validate Piece Weights, Validate Box Weights, Validate Pallet Weights checkboxes.

Figure 7c.22 Configuration for Weight Verification during the packaging process of the Packaging Maintenance subsystem.

Note:

Because all packaging scales are not alike, please contact Henning Software to configure the shipping scale with the Visual EstiTrack system.

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PALLET BASED SHIPMENT GENERATORThe Pallet Based Shipment Generator provides the user the ability to link serialized pallets packaged using the Packaging Maintenance subsystem directly to Sales Order Line items. Once the link is made, the user can create a shipping record and print all necessary shipping documents directly within the form displayed in the figure below.

The Pallet Based Shipment Generator also provides the user the ability to link the Visual EstiTrack TM system to outside devices such as remote handhelds and scales for both pallet validation and part verification. Please contact Henning Software for additional information regarding these two functions.

Additional information regarding the remaining functions of the form and the available parameters are provided further in the chapter below.

Figure 7c.23 Pallet Based Shipment Generator

Menu Selection


Select “Pallet Based Shipment Generator” from the drop down list.

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Generating a Pallet Based ShipmentThe following steps are used when generating a pallet based shipment for a Sales Order Line item. Additional information regarding the available fields and parameters are provided in the corresponding table found in the chapter below.

Figure 7c.24 Creating a Pallet Based Shipment – Step 1


Rev. 1/2006

Step 1:

Enter in the Sales Order Number, Line Item and Pallet Number of the shipping item.

Once the user leaves the “Pallet Number” field, the link is made and the record is listed in the “Sales Order/Pallet Listing” section of the form.

Step 2:

Activate the GENERATE SHIPMENTS AND PRINT MASTER LABELS pushbutton for the highlighted Sales Order Number.

This action creates the actual shipping record for the highlighted Sales Order line item and moves the record from the Sales Order line item to the Ship Code display box.

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Rev. 1/2006

Step 3:

Print documentation needed to accompany the highlighted shipment using the pushbuttons available within the form.

7C-65


Materials Management Pallet Based Shipment GeneratorField Re


Sales Order/Pallet Criteria

Sales Order Number YES ALPHANUMERIC

Enter in the Sales Order Number of the item to be shipped. The attached search key is available for Sales Order number selection.

Line Item NO NUMBER Enter in the Sales Order line item of the shipping item.

Pallet Number YES NUMBER Enter in the pallet number to be shipped. As an alternative, the user may scan in the pallet number using the REMOTE pushbutton described below.

Remote N/A PUSHBUTTON

Activate pushbutton to receive data from remote handheld device for pallet shipments.

Generate Shipment Info.

Shipment Date NO DATE The current date is automatically assigned as the Shipment date. This field maybe overridden if necessary by either entering in a valid date or activating the interactive calendar for date selection.

Generate Shipments andPrint Master Labels

N/A PUSHBUTTON

Activate pushbutton to generate the shipments for the added Sales Orders/Pallets. Master labels are also printed along with the shipment creation.

Close Zero Balance Sales Releases

NO CHECKBOX Activate pushbutton to close zero balance sales releases.

Close Zero Balance Shop Releases

NO CHECKBOX Activate pushbutton to close zero balance shop releases.

Sales Order/Pallet Listing

Validate Weight N/A PUSHBUTTO Activate pushbutton to validate the pallet

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q.Field Type DescriptionN weight of the parts using a connected scale.

This option is available with proper weight scale configuration. Please contact Henning Software for further information regarding this option.

Remove from List N/A PUSHBUTTON

Activate pushbutton to remove the highlighted Sales Order line item/pallet from the shipment generation list.

Inventory N/A PUSHBUTTON

Activate pushbutton to retrieve the Inventory Maintenance subsystem record for the Sales order line item.

Transfer N/A PUSHBUTTON

Activate pushbutton to retrieve the Packaging Maintenance subsystem – Pallet Box Maintenance tab for the highlighted pallet number. The “Pallet Box Maintenance tab” can be used to transfer boxes onto or remove boxes from the pallet.

Please refer to section Packaging Maintenance – Pallet/Box Maintenance for additional information regarding this function.

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Bill of Lading N/A PUSHBUTTON

Activate pushbutton for the highlighted Ship Code to print the Bill of Lading report.

The Bill of Lading Report form is retrieved for further BOL configuration.

ASN N/A PUSHBUTTON

Activate pushbutton to retrieve the Batch Advanced Shipment Notification Generator worksheet for ASN creation.

Note: Henning Software offers clients a customized Batch EDI Advanced Shipment Notification configuration package. For an additional charge, Henning Software will create an interface for the company’s EDI trading partners. Please contact Henning Software for additional information

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regarding the EDI services available.

Shipping N/A PUSHBUTTON

Activate the pushbutton to retrieve the Shipment Maintenance subsystem for the highlighted Ship Code.

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Print Generated Packing List

N/A PUSHBUTTON

Activate pushbutton to generate the packing slip used to accompany the shipped pallet.

The Packing List Report is retrieved for the user allowing the user to customize the information included in the packing slip via the check boxes included on the form.

Exit N/A PUSHBUTTON

Activate pushbutton to exit the form back to the main Visual EstiTrack menu system.

Shipping Window Report

N/A PUSHBUTTON

Activate pushbutton to print a Shipping Window Release Summary Report.

The Shipping Window Report Criteria form is initially retrieved providing the user the means to customize the report according to the configurations provided in the Report Criteria form.

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SHIPMENT REPORTSA list of numerous Shipping Reports can all be accessed from one central location. A Report Criteria form precedes the selected report allowing the user to filter the desired report using the configurations and parameters provided within the form.

Figure 7c.27 Shipment Reports

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Menu Selection


Select “Shipment Reports” from the drop down list.

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Documents

ET CHAPTER 1 - Henning Software · Web viewOnce the link is made, the user can create a shipping record and print all necessary shipping documents directly within the form displayed