OE.28: 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

Orders that have been entered into the system (in program OE.01 [Enter Orders (Shipping)]), may need to be modified prior to shipment.

This program differs from OE.20 since it allows you to perform these tasks:

• without inadvertently confirming the order as "shipped",
• with the option of requesting that the system select and allocate a Lot for shipment based on a product's stock rotation rules (e.g., lot with the oldest expiry date) and
• with the ability to add stock to the order but not allocate specific Lots or IDs so as that warehouse staff may choose the most accessible stock and therefore reduce picking time.

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

Usage

This program is similar to OE.20 [Confirm or Modify Shipments] since a user may perform the following tasks to:

• change the Location of Products Shipped, if necessary (i.e., 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] and
• identify Conveyance and Unit IDs released.

However this job differs in that a user:

• may NOT confirm the shipment of an Order
• may request that the system automatically select and allocate a lot in the same fashion as in OE.01 [Enter Orders (Shipping)]
• may select a partially or completely unallocated lot for shipment.

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.

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].

If the Radio Frequency (RF) system is in use then the Order may have been partially or fully picked with options RF.01 [R.F. Menu] - Pick Order (Allocated Stock) or RF.01 [R.F. Menu] - Unallocated Pick.

Subsequent Actions

Any changes made to the quantity Shipped are recorded in a Cancellation/Adjustment Report file to be printed in program OR.13 [Order Discrepancy - List] and OR.19 [Dock Cut Report].

If a user adds "Unallocated" stock to the order, or selects specific Lots but the system is configured so as not to reserve the stock at the location level during the printing of the Pick Slip (see CR.62 - Field # 60 = "N") then the user will normally print a "Pick Slip" and then select the stock to be shipped with the options OE.03 [Print Shipping Documents] - Pick Slip and RF.01 [R.F. Menu] - Unallocated Pick.

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.