OE.20: Confirm or Modify Shipments

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

The Orders that have been entered into the system (in program OE.01 [Enter Orders (Shipping)]), must eventually be processed for Shipment. This program allows you to confirm those Orders, or make adjustments to them prior to Shipment (or, if necessary, cancel them).

Note: For related documentation and workflows, see OE - Order Entry.

Usage

Use this job to

• change the Location of Products Shipped, if necessary (ie. if the Sub-Locator system is being used),
• call back an Order and change some information, after it has been scheduled in program OE.03 [Print Shipping Documents],
• delete Bills of Lading that have been printed in program OE.03,
• confirm Shipping Documents upon their return from the Warehouse,
• identify Unit IDs that have been released.

The program can be used daily, to bill Clients for Orders shipped.

The program may also be used any number of times during the day before scheduling and printing Invoices.

Print:

There is no option in this program to print the values that are displayed on the screen.

How do you confirm an Order?

The minimum steps needed to confirm an Order are:

1. Recall the Order in Field 4.
2. Enter a shipping date in Field 19.
3. Enter the Bill of Lading number in Field 20.
   
   The program will then go to the line detail screen. If you are using Unit IDs, the program will ask whether you want to enter specific Unit IDs, depending on which type is being used. You will then have to recall the line and enter the Unit IDs. Also, any Unit IDs on Hold will have to be entered.
4. Exit the Order and the system will confirm the Order as shipped and assign a confirmation number.

What does confirming an Order do?

Confirming an Order will do the following:

1. Reduce the on-hand quantity for each Product/Lot on the Order.
2. Update the Lot activity with a "shipped" status (this can be viewed in program OR.43 [Stock - Inquiry] or printed in program IC.03 [Activity Reports - On Request]).
3. Update the Order status (this can be viewed on the main screen of program OR.40 [Order Information]).
4. Update the Order status history (this can be viewed in option 5 of program OR.40).

Preconditions

Orders must have been entered in program OE.01 [Enter Orders (Shipping)].

This is followed by the printing of the Orders in program OE.03 [Print Shipping Documents].

To change information on an Order, the Order must have been scheduled in program OE.03 [Print Shipping Documents].

Subsequent Actions

Any changes made to the quantity Shipped are recorded in a Cancellation/Adjustment Report file to be printed in program OR.23 [Inventory Adjustment Report].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.