Shipment Processing#
General#
Shipping processing enables the mapping of shipping orders. These contain article items, manual document lines, e.g. for a simple sample parts shipment and information on the load carriers used. Different open logistics documents (goods issue, warehouse picking) and posted deliveries can be combined in one shipping order and thus form one shipment.
Within a packing order, the article items can be assigned to the load carriers and the load carriers in turn to other load carriers. In this way, multi-level packaging structures are created. A load carrier ID can be generated for each load carrier. When the shipping order is sent (posted), the assigned logistics documents and the packaging material consumption are posted.
By creating packing proposals, packing instructions can be created for concrete articles. It is also possible to set up packing proposals for concrete load carriers.
The packing proposal for an article always defines the packing method for only one article and is therefore automatically "single-variety".The packing proposal for a load carrier always defines the packing method for only one load carrier and is therefore also to be regarded as "single-variety".
The combination of packaging proposals for articles and packaging proposals for load carriers makes it possible to provide the same packages with different articles on a higher-level load carrier (e.g. pallet).
Note
The term load carrier in the setup master data of shipping processing and the term packaging material in the application are synonyms and describe the different, basically available types of load carriers/packaging materials.
In the shipping order lines, a load carrier describes a concrete unit, possibly marked with a load carrier ID. The terms load carrier and package are synonymous in this context.
Note
Since each load carrier is specified by definition with the quantity 1, the shipping order is not suitable to book the consumption of packaging auxiliary material, e.g. 10 meters of stretch film or 4 pieces of edge protection.
Note
The shipping processing module is an activation module, the use of which is only possible with additional licensing and activation.
Establishment#
Before you can use shipping processing, you need to set up the following in the system:
Shipping and load carrier setup#
Inforegister General#
| field | description |
|---|---|
| Shipping order numbers | Define here the number series for shipping orders. |
| Packing Proposal Numbers | Define the number series for packing proposals here. |
| Load carrier (packaging material) | The field is currently not used by the system. |
| Posting Type | Define here which posting option, Deliver or Deliver and Invoice, should be used when posting a shipping order. |
| Company ID | Enter the company ID here. The company ID is assigned by GS1. |
| Cargo Carrier ID Numbers | Define the number series for load carriers here. The number from the load carrier ID number series and the company ID together result in the load carrier ID/package ID. |
| Assign load carrier ID on order release | If you check this box, the load carrier ID/package ID will be assigned automatically when a shipping order is released. |
| Calculate check digit for load carrier ID | With the help of this field it is possible to generate a load carrier ID according to the NVE. Therefore the activation of this field has effects on the calculation and input of the load carrier ID.The load carrier ID consists of the "Company ID" and an individual number.If now the calculation of the check digit was activated, then the system checks with the automatic generation or manual input of the load carrier ID whether the ID string is NVE conform, in which the character length without check digit is 17 characters long. Furthermore, the system checks whether the ID string consists of digits only, so that a check digit can be calculated. If these conditions are not correct, the system issues a corresponding message when generating the load carrier ID. |
| Use new procedure for load carrier booking | By activating the parameter, the procedure for load carrier booking is carried out.This enables the booking of one-way and returnable load carriers from different storage locations in the company. |
Inforegister load carrier bookings#
| field | description |
|---|---|
| Carrier Article Book. Template name | Enter here the "Article book. Sheet template name", through which the outgoing entries for non-returnable packaging will be made. |
| Load carrier article book. Sheet name | Enter here the "Article book. sheet name" via which the outgoing entries for non-returnable packaging are made. |
| Load carrier apportion. Book. Template Name | Enter here the "Article Book. Sheet template name", via which the transfer postings for returnable packaging will be made. |
| Load Carrier Apportion. Book. Sheet name | Enter here the "Article Surcharge. Book. sheet name", via which the transfer postings for returnable packaging are made. |
Packing proposal groups#
Packing proposal groups" can be assigned to customers, vendors and storage locations. In the "Packaging proposal assignment" the assignment of packaging proposals can be done on the level of "Packaging proposal groups". Thus, a packing proposal can be created for a specific group of customers, vendors or storage locations.
| Field | Description |
|---|---|
| Code | Allocation of a unique "Packing proposal groups" identifier |
| Description | Description of the "Packing Proposal Group" |
Load carrier#
Inforegister General#
| field | description |
|---|---|
| Code | Enter the code for a load carrier here. A number series for load carriers is not available. |
| Description | Enter the description of the load carrier here. |
| Additional packaging | Activate this parameter if the load carrier is an additional packaging. |
| Stock | This is the stock level of the load carrier, if the load carrier is linked to an item. |
| Article no. | Enter an article no. here if an article exists for this load carrier. This entry is not mandatory. |
| Cargo carrier booking type | If warehouse bookings are to be made for a load carrier and an entry has been made for this in the Article no. field, this field can be used to define whether the packaging is disposable or reusable. In the shipping process, an issue booking is made for disposable packaging and a stock transfer is made to a storage location at the "recipient" (customer, vendor, storage location) for reusable packaging. |
| ID Mandatory | If this field is activated, a check is made when releasing a shipping order whether the load carrier/package has a load carrier ID/package ID. |
| Load Carrier ID Numbers | Define a special number series for the load carrier here. The number from the load carrier ID number series and the company ID together result in the load carrier ID/package ID. If the "Calculate check digit for load carrier ID" checkbox was activated in the "Shipping and load carrier setup", the system checks whether the ID string is "NVE compliant" when generating the load carrier ID automatically and also when entering the load carrier ID manually. For more information, see "Shipping and Load Carrier Setup". |
Note
A load carrier inventory management with indication of batch or serial numbers is currently not provided.
Inforegister dimensions#
| field | description |
|---|---|
| Length | Indicate here the length of the load carrier in the unit of length commonly used in your company. |
| Width | Enter here the width of the load carrier in the unit of length commonly used in your company. |
| Height | Enter the height of the load carrier in the unit of length commonly used in your company. |
| Weight | Enter the weight of the load carrier in the weight unit commonly used in your company. |
Associated data - Load carriers - Storage locations of origin#
The origin storage locations are required if the load carrier is linked to an article. In the origin storage location lines it must be indicated in which storage location the load carrier stock is to be reduced. If a storage location with storage bins is used, a storage bin marked as standard must be specified in the storage bin contents for the article linked to the load carrier.
The fields in the General group are used to filter the displayed origin storage location rows.
| field | description |
|---|---|
| Origin type | Specify here whether this record applies to a customer, vendor, work center group, or to all customers. blank This record applies to all processes in which a shipping order is posted. The origin code field is left blank. Debitor This record applies to sales shipments to the customer specified in the origin code field. Vendor This record is for return deliveries to the vendor specified in the Origin Code field. Workplace Group This origin type is not used in shipping processing. All Debtors This record applies to sales shipments to any debtor. |
| Origin Code | Indicate the customer, or vendor, here depending on the Origin Type field. |
| Type | The type Article or All articles is possible. |
| Code | Enter here the article number of the article linked to the load carrier. The field will be pre-populated with the article no. from the load carrier card. If the type All articles is selected, no code is to be entered. Note The type All articles means that when the shipping order is posted, the article specified on the load carrier card will be reduced in stock. |
| Start date | Enter a date here from when, from the specified storage location, the load carrier stock should be reduced. |
| Storage Location Type | Dispatch processing will only use records with the storage location type Load Carrier. |
| Storage location code | Enter the storage location from which the load carrier stock is to be reduced when posting the shipping order. |
Storage location#
Inforegister General#
The storage location map has been extended by the Shipping Processing field.
| field | description |
|---|---|
| Shipping Handling | Specify here if shipping handling is relevant for this storage location. empty Shipping handling is not relevant for the storage location. Also with this option it is possible to create a shipping order for documents with a storage location with this indicator. Package Packages are to be used at this storage location. Shipping orders are not to be used. This option allows simplified package entry in sales order, purchase complaint and stock transfer order without shipping order. Also with this option it is possible to create a shipping order for documents with a storage location with this indicator. Shipping order Shipping orders are to be used at this storage location. |
Inforegister Shipping#
| field | description |
|---|---|
| Packing Suggestion Group | In this field a packing suggestion group can be selected via the lookup button. By assigning a packing proposal group, it is possible in the "Packing proposal assignment" not to create an assignment for each received internal storage location for internal shipping orders, but to combine them via a group. |
| Packaging Outbound Storage Location Code | In this field a storage location for the packaging outbound can be selected via the lookup button. Storage outbound for disposable packaging and reusable packaging will be posted from this storage location. |
| Packaging Outbound Storage Location Code | In this field a storage location of the packaging outbound storage location can be selected via the lookup button for the packaging outbound. Storage issues for disposable packaging and reusable packaging are posted from this storage location. |
| Packaging Receipt Storage Location Code | In this field, a storage location can be selected via the lookup button for the packaging receipt. Storage receipts for reusable packaging from internal stock transfers are posted to this storage location. |
| Packaging Receipt Storage Bin Code | In this field a storage bin of the packaging receipt storage location can be selected via the lookup button for the packaging receipt. Storage receipts for returnable packaging from internal stock transfers are posted from this storage bin. |
Customer#
Inforegister Delivery#
| field | description |
|---|---|
| Packaging proposal group | In this field a packaging proposal group can be selected via the lookup button. By assigning a packaging proposal group there is the possibility in the "Packaging proposal assignment" for shipping orders to customers not to create an assignment for each customer, but to combine them via a group. |
| Packaging receipt storage location code | In this field, a storage location for the packaging receipt can be selected via the lookup button. Warehouse receipts from transfers for returnable packaging from shipping orders are posted for the customer on this storage location. For max. transparency one storage location per customer has to be created. |
| Packaging receipt storage bin code | In this field a storage bin of the packaging receipt storage location for the packaging receipt can be selected via the lookup button. Storage receipts from transfer postings for returnable packaging from shipping orders are posted for the customer in this storage bin. |
Customer delivered to address#
| field | description |
|---|---|
| Packaging Receipt Storage Location Code | In this field a storage location for the packaging receipt can be selected via the lookup button. Warehouse receipts from transfer postings for returnable packaging from shipping orders are posted for the Deb. Lief an Adresse posted to this storage location. For the max. transparency is a storage location per Deb. Lief an Adresse. |
| Packaging receipt storage bin code | In this field a storage bin of the packaging receipt storage location for the packaging receipt can be selected via the lookup button. Warehouse receipts from transfer postings for returnable packaging from shipping orders are posted for the Deb. Lief an Adresse posted to this storage bin. |
Vendor#
Inforegister Delivery#
| field | description |
|---|---|
| Packing proposal group | In this field, a packing proposal group can be selected via the lookup button. By assigning a packing proposal group, it is possible in the "Packing proposal assignment" not to create an assignment for each vendor for shipping orders to vendors, but to combine them via a group. |
| Packaging Receipt Storage Location Code | In this field, a storage location for the packaging receipt can be selected via the lookup button. Warehouse receipts from transfers for returnable packaging from shipping orders are posted to this storage location for the vendor. For max. transparency, one storage location per vendor must be created. |
| Packaging receipt storage bin code | In this field a storage bin of the packaging receipt storage location for the packaging receipt can be selected via the lookup button. Warehouse receipts from transfer postings for returnable packaging from shipping orders are posted for the vendor in this storage bin. |
Packaging suggestions#
Call up the "Packaging proposals" via the user search to access the list of packaging proposals. The packing proposal is the basis for the "Calculate packing proposals" function in the shipping order. Already in the functions "Get logistics documents" and "Get posted documents" the numbers of the packing proposals are taken over in the shipping order lines.
The packing proposal contains all relevant parameters to create a shipping order. Which packing proposal is to be used by the system is defined in the "Packing proposal assignment".
Via "New" in the menu ribbon you can define a new packing proposal with the help of the tables below.
When a new packing proposal is created, it is initially given the status "New". In the "Status" field in the packaging proposal header, you can change the status to "In development", Certified or Expired.
Only with the status "Certified" can the packaging proposal be used in the shipping order. In the "Certified" status, no changes can be made in a packing proposal. To change a certified packaging proposal, the status must be reset to "In development". Changes are also possible in the "New" or "Expired" status.
Create packaging proposals#
Inforegister General#
In the info tab GENERAL you will find general information like description, status and version.
| field | description |
|---|---|
| Packing proposal no. | This field contains the unique number of the packing proposal. The number series for packing proposals must be set up in the "Shipping and Load Carrier Setup" |
| Type | This value can be used to control whether the packaging proposal is for an item or for a load carrier via the - Item - Load Carrier options. |
| No. | Depending on the option selection in the Type field, the item no. or the load carrier no. for which the packaging proposal is created is entered in this field. |
| Description | After entering in the field No., the field will be preset with the description of the article / load carrier and can be changed. |
| Status | This option value defines the status of the packaging proposal. New: This status is automatically set when a new packaging proposal is created. With this status, changes can be made in the inspection plan. Certified: With this status, no changes can be made in the packaging proposal. Only with this status can packaging proposals be used in the shipping order. In Development: With this status, changes can be made in the packaging proposal. Expired: This status indicates that the packaging proposal has expired and is no longer used for shipping orders. |
Inforegister packing lines#
Lines can only be created and deleted using the "Insert line" and "Delete line" functions.
| field | description |
|---|---|
| Row Sequence No. | The assignment of the sequence no. takes place automatically via the "Insert line" function. (Deleting a row is done with the "Delete row" function). A manual change of the entry is not possible. |
| Item type | The field with options - Item - Load carrier is set automatically by the system and cannot be changed manually. In the first line of the packaging proposal, the option from the Type field from the header of the packaging proposal is filled.In all further lines, it is taken over with the option of the Packaging type field from the preceding line. |
| Item no. | Contentwise this number is the article / the load carrier, which is packed on this level. The field is filled by the system automaisch and can not be changed manually. In the first line in this field depending on the field item type the article no. or load carrier no. from the field No. from the header of the packing proposal is taken. In all further lines the content from the field packing no. from the line before is taken. |
| Packing type | Over the field with the options - load carrier - packing proposal is defined whether the article / the load carrier from the field item no. is packed in a concrete load carrier or whether the reference to a packing proposal takes place. |
| Packing no. | Depending on the packaging type field, the load carrier no. or the packaging proposal no. in which the item / load carrier no. from the Item no. field is packed is entered here. |
| Packaging description | After entering in the Packing No. field, the field is preset with the description of the load carrier / packing proposal and can be changed. |
| Quantity Per Level | Here the quantity of the item / load carrier from the field Item no. is entered, which can be packed on one level. An entry in the field is only possible, if in the fields Item type and Packing type the option Load carrier stands. |
| Number of levels | The number of levels that can be stacked in the load carrier of the packaging no. is entered here. An entry in the field is only possible if the load carrier option is in the fields Item type and Packaging type. |
| Total quantity | The content of this field is calculated by the multiplication of the fields "Quantity per unit" and "Number of levels". If the multiplication of the fields "Quantity per unit" and "Number of levels" in a line with the packaging type "Load carrier" is 0, a manual entry in the field is possible. In lines with the packaging type = packaging proposal, no entry is possible. In lines with the packaging type = packaging proposal, no entry is possible. |
| Chargenrein | By activating the parameter, it is ensured that in the shipping order the contents in the load carrier of the packaging line are batch-clean. The activation can only be carried out if the parameter is also activated in the line before. In lines with the type article, the activation can only be performed if the article is also set up with batch tracking. |
| Package padding | This field can be used to control whether to pad with packaging on the last level in the packaging process. The field provides the options: - Empty - Complete levels - Complete corners. Empty: No padding on the last level. Complete levels: In the packing process, the number of load carriers on the last level are padded with the number of load carriers that the total number of load carriers on the level is equal to the number from the "Quantity per level" field. Complete Corners: In the packing process, the number of additional load carriers are packed on the last level so that the corners are completed. The "Complete Levels" and "Complete Corners" options can only be set if the "Quantity per Unit" and "Number of Levels" fields are both <> 0 and the option in the Item Type and Packing Type fields are both set to Load Carrier. |
| Additional packaging | This field displays whether additional packaging is set up for a packaging line. Additional packaging can be assigned for a packaging line via the call Administration/Additional packaging. |
Packing proposal Allocation#
In the "Packaging proposal assignment", the central assignment of packaging proposals to articles takes place. For articles that are created with several variants, the setup can also be done taking into account the variant code.
In addition to the article (article variant), an assignment of the packaging proposal for the recipient type (customer, vendor and storage location for internal shipping) is made via the assignment type field. With the assignment type "Packaging proposal group" it is possible to assign packaging proposals to customer, vendor and storage location groups. And storage location groups.
The Start date and End date fields can be used to set up validity periods for the assignment of the packing proposals.
Note for working with article variants
For the consideration of the packing proposals in the dispatch order the article no. together with the packing proposal no. always represents the lowest level.
This has the advantage that thereby several article variants can be summarized in a packing proposal.
If it is desired that each article variant is packed separately, then a separate packing proposal must be created for each variant and assigned in the assignment.
| field | description |
|---|---|
| Article no. | In this field the article no. is entered, for which the packing proposal is set up in the line. |
| Variant code | For articles with several variants, a variant code can be selected in this field. |
| Article description | This field displays the description of the article, the content can not be changed. |
| Allocation type | Enter here for which recipient type the packing proposal should be used. The following options are available: blank Superordinate allocation, if none of the following facilities can be used in the shipping order for the item. Customer Concrete assignment of the item for a customer. Vendor Concrete assignment of the item for a vendor. Storage Location For internal shipping, the concrete assignment of the item for a storage location. Packing Suggestion Group Assignment of the item for a "packing suggestion group". Groups can be assigned to customer, vendor and storage location . |
| Allocation No. | Depending on the selected allocation type, the allocation number is entered here (customer, vendor, storage location, packaging proposal group) |
| Assignment description | The description for the entered assignment number is displayed in this field. |
| Packing proposal no. | The packing proposal no. to be used for the article and the allocation no. in the shipping order is entered here. |
| Packing Proposal Description | This field displays the description of the packing proposal, the content cannot be changed. |
| Packing Proposal Status | This field displays the status of the packing proposal. Only packaging proposals with the status Certified will be considered in the shipping order. |
| Start Date / End Date | Here you enter the date values for which the packing proposal assignment is active/valid. These are not mandatory fields so that the system assigns packaging proposals. |
Processes#
The shipping order forms the basis for shipping processing. The shipping order offers the possibility to map a shipment consisting of several packages (load carriers). A simple entry of packages is already possible in sales orders, purchase complaints and stock transfer orders. When the shipment is posted, a shipping order is automatically created and posted, and the packaging stock is reduced (see section Packages in Outgoing Documents).
The manual creation of a shipping order (see section Shipping order for logistics documents and Shipping order for posted documents) makes it possible to relate the different packages of a shipment and thus map a multi-level packaging structure. In addition, the document items can be assigned to the packages.
Note
For the creation of a shipping order, the storage location from which sales item is is shipped (consumed) is not important.
Package in outgoing documents#
The possibility to record packages in outgoing documents can be used in sales orders and purchase complaints. It is used to easily record in a document the type and quantity of load carriers used. The prerequisite is that the storage location specified in the document header contains the value Packages in the field "Shipping processing". An assignment of the document items to the respective load carrier, as well as an assignment of the load carriers among each other ("box on pallet") is not provided.
When the delivery is posted, a shipping order is created and posted that contains all document items and the load carrier information. With the posting of the shipping order, the load carrier stocks are reduced, provided that an origin storage location is specified for the load carrier.
Note
If the storage location specified in the document header has the value Packages in the field "Shipping processing", at least one package must be specified in the document.
Note
If the load carrier is assigned to an article (inventory-managed load carrier) with serial no. or batch no. management, no inventory reduction is carried out. The document can be posted without error message.
This option is also available in the stock transfer order. Relevant for the entry of the load carriers is the issuing storage location (stock transfer from code) in the stock transfer order. With the posting of the stock transfer issue, the shipping order is created and posted.
Note
With the posting of the shipping order, the load carrier stocks at the
destination storage location (stock transfer. by code) of the stock transfer order are reduced, independent of
the origin storage location lines at the load carrier.
| Field | Description |
|---|---|
| Load carrier code | Enter the code of the load carrier here. |
| Load carrier description | The load carrier description is transferred from the load carrier card and cannot be changed. |
| Load carrier quantity | Enter the number of load carriers used here. |
| Load carrier gross weight (scale) | Enter here the gross weight of the filled load carrier. |
Note
When entering the load carrier code in a sales order or in a purchase complaint, a check is made to see if there is an applicable record for the customer or vendor in the origin storage location lines of the load carrier. If this is not the case, a corresponding error message appears.
Manual shipping order#
Manual creation of a shipping order header:
Shipping order header#
Inforegister General#
| field | description |
|---|---|
| No. | The number of the shipping order is assigned by the system. The prerequisite is the number series in the shipping and load carrier setup. |
| Delivery condition code | Enter here the delivery condition code relevant for the shipping order. The specification is mandatory. When the first document is transferred to the shipping order, the delivery condition code is overwritten with the value from the document. |
| Delivery Code | Enter the delivery code relevant for the shipping order here. This information is mandatory. Only goods issue documents with the same delivery agent code can be transferred to the shipping order. |
| Carrier transport type code | Enter the carrier transport type code relevant for the shipping order. |
| Interface | Only relevant in conjunction with an additional app for transmitting information to shippers (not included in the basic scope of shipping processing) |
| Sped.Order/Bill of Lading No. | Enter the number of the shipping order or bill of lading here. |
| Assigned User ID | Specifies the ID of the user who is responsible for the document |
| Single Package Shipment | Check this box to create separate, posted shipping orders per load carrier/package when sending (posting) the shipping order. Note When entering the load carrier code in a sales order or purchase complaint, a check is made to see if an applicable record exists for the customer or vendor in the origin storage location lines for the load carrier. If this is not the case, a corresponding error message appears. |
| Status | Release the shipping order before posting. |
| For type | The field will be filled by the system when the first document is accepted. |
| For No. | The field is filled by the system when the first document is accepted. |
| Sell to contact no. | The field will be filled in by the system when the first document is transferred. |
| Delivered to code | The field will be filled by the system when the first document is transferred. |
| Delivered to Name | The field will be filled in by the system when the first document is accepted. The entry can be changed in the shipping order. |
| Delivered to Country/region code | The field is filled by the system when the first document is accepted. The entry can be changed in the shipping order. The entry is mandatory. |
| Delivered to zip code | The field is filled in by the system when the first document is accepted. The entry can be changed in the shipping order. |
| Delivery to contact | The field is filled by the system when the first document is accepted. The entry can be changed in the shipping order. |
Information register deliverer/forwarding agent#
| field | description |
|---|---|
| Collection Date | Specify the collection date for the shipping order. |
| Pickup time | Enter the pickup time for the shipping order. |
| Arrival date | Enter the delivery date for the shipping order. |
| Arrival time | Enter the delivery time for the shipping order. |
Menu item "Shipping order..."#
With the help of the menu item "Send shipping order" (F9), the shipping order is posted depending on the posting type in the shipping and load carrier setup. The prerequisite for this is that the status of the shipping order is released. When the shipping order is posted:
- The posting of the assigned logistics documents and the associated origin documents.
- The posting of the packaging material consumption
- For single-package shipments, a separate posted shipping order is created for each load carrier/package. The related booked shipping orders contain the reference to the original shipping order in the field "Single-package shipment parent order no.".
- The archiving of the booked shipping order(s).
Menu item "Send and print.."#
With the help of the menu item "Send and print" (Shift + F9) the dispatch order is posted and the dispatch order document (Report 5049200) is printed. The prerequisite here is also the prior release of the shipping order.
"Release" menu item#
With the help of the menu item "Release" (Ctrl + F9) the status of the shipping order is changed from Open to Released. When the
shipping order is released, a number of checks take place:
- The delivery condition code, delivery code, delivery to name, delivery to country/region code and delivery to ZIP code fields must be filled.
- At least one load carrier must be specified
- Either all article lines and manual lines must be assigned to the load carriers or no article line and manual line may
be assigned to a load carrier. - For single-package shipments, the load carriers may only be on packaging structure level 1 and the document lines must be assigned to the load carriers.
"Reset status" menu item#
Using the "Reset status" menu item (Ctrl + F8), the status of the shipping order is changed from Released to Open.
"Actions" menu item#
The menu item "Actions" contains the menu items Shipping, Functions, Logistics documents and Posted documents.
"Shipping" menu item#
Via the menu item "Shipping" the functions "Send shipping order" (F9), "Send and print" (Shift + F9), "Release" (Ctrl + F9) and "Reset status" (Ctrl + F8) can be called.
"Functions" menu item#
The following functions can be called via the menu item "Functions":
Manual line
The "Manual line" function allows you to enter shipping order lines (see section Shipping order with manual lines (without logistics documents and without posted documents)).
| Field | Description |
|---|---|
| Description | Enter the description for the shipping order line here. |
| Quantity | Indicate here the quantity for the shipping order line. |
Calculate packing structure
.
The function can be used to recalculate the packing structure. (This function is automatically executed when assigning the packaging materials and assigning the document lines to the packages).
Assign load carrier ID
.
With the help of the function, a load carrier ID is already assigned per load carrier in a shipping order with the "Status" Open. The prerequisite is that a number series for the load carrier ID is specified in the shipping and load carrier setup and the load carrier is marked as ID Mandatory.
"Logistics documents" menu item#
The menu item "Logistics documents" can be used to call up the functions "Get goods issue" and "Get warehouse picking" (see section Shipping order for logistics documents).
"Posted vouchers" menu item#
The "Get posted documents" menu item can be used to call up the "Get posted sales deliveries", "Get posted service deliveries", "Get posted apportionment outbound" and "Get posted return delivery" functions (see section Shipping order for posted documents).
"Belonging" menu item#
Via the menu item "Associated" > "Shipping order" > "Remarks" multi-line remarks can be entered for the shipping order.
| Field | Description |
|---|---|
| Date | Enter here the entry date of the remark. The current working date is suggested as default value |
| Remark | Enter the remark for the shipping order here |
Shipping order lines#
The shipping order lines specify the article items or manual shipping order lines to be shipped (see section Shipping order with manual lines (without logistics documents and without posted documents)) and the load carriers used. Several load carriers can be assigned to each other and thus form a multi-level packaging structure within the shipping order. Article items or manual shipping lines can also be assigned to one or more load carriers.
| field | description |
|---|---|
| Document line type | The field is filled by the system with the value "empty", article or load carrier. |
| Document line no. | The field contains the item no. or the code of the load carrier. |
| Packing structure | The field is filled by the system. |
| Description | The field contains the item description from the origin document line, the description from the manual shipping line or the description of the load carrier. |
| Serial No. | The field shows the serial number from the assigned logistics document or posted document. |
| Batch no. | The field displays the batch number from the assigned logistics document or posted document. |
| Quantity | The field is filled by the system. |
| Movement quantity | The field is filled by the system. Reduce the movement quantity to divide the document line into several load carriers. |
| Unit | The field contains the unit from the origin document line or the unit of the load carrier. |
| Load carrier ID | The load carrier ID can be entered manually or calculated by the system. Prerequisite for the system-side calculation is the indicator ID Mandatory on the load carrier card and a number series for load carrier IDs. The load carrier ID consists of the company ID and the next number from the load carrier ID number series. If the checkbox "Calculate check digit for load carrier ID" has been activated in the "Shipping and load carrier setup", the system checks if the ID string is "NVE compliant" when generating automatically and also when entering the load carrier ID manually. For more information, see "Shipping and Load Carrier Setup" Note The load carrier ID is mapped without a check digit. A check digit is usually required to represent the load carrier ID in a barcode. The check digit must be calculated in this case, depending on the barcode type used, when the barcode is printed itself. |
| Weight per unit | The field contains the gross weight from the origin document line or the weight of the load carrier. The value can be changed in the shipping line. |
"Manage" menu item#
Via the menu item "Manage" > "Delete line" marked shipping order lines can be deleted.
"Functions" menu item#
"Split line" menu item#
The function is used to split a document line with the type article into two document lines. The prerequisite is that the quantity in the document row is greater than 1 and the transaction quantity is less than the quantity.
A new document row is created for the difference between the quantity and the transaction quantity.
Menu item "Insert packaging material"#
With the help of this function, one or more load carriers/packaging materials can be added to the shipping order. When selecting the load carrier/packaging material, the desired quantity can be specified. A shipping order line with the quantity 1 is created for each load carrier/packaging material. The packing structure is incremented from 1 to n.
"Mark position" menu item#
With the help of this function, one or more shipping order lines can be marked in order to subsequently assign them to another shipping order line. Marked lines are displayed in red.
Menu item "Delete marker"#
The function can be used to delete previously set markers.
Menu item "Add to package"#
This function can be used to assign one or more previously selected shipping order lines to another shipping order line. Selected shipping order lines with the document line type Article or "empty" can only be assigned to a shipping order line with the document line type Load carrier. Selected shipping order lines with the document line type Load carrier can only be assigned to a shipping order line with the document line type Load carrier. When a shipping order line is assigned to another shipping order line, a multi-level packaging structure is created that is mapped in the "Packaging structure" field. When assigning a shipping order line with substructure, the complete structure of the other shipping order line will be added.
Note
The assignment of load carriers should always be done from "bottom to top". That is, on the level 1 (lowest level) should be, for example, the pallet. The first layer of cardboard boxes should represent level 2. An intermediate layer (anti-slip mat) forms level 3 and the next layer of cardboard boxes forms level 4.
"Remove from package" menu item (Ctrl + Alt + E)#
The function can be used to remove one or more previously marked shipping order lines from a load carrier/package. If the selected shipping order line is a load carrier/package with a substructure, the selected shipping order line is moved to packaging structure level 1. The line retains its substructure.
"Line" menu item#
"Origin documents" menu item#
The function can be used to call up the associated origin document for a document line with the type Article. These can be:
- Sales order
- purchase complaint
- service order
- Stock transfer order
- Posted sales delivery
- Posted service delivery
- Posted return delivery
- Posted stock transfer issue
Menu item "Logistics document line"#
With the help of this function, the corresponding logistics document goods issue or warehouse picking can be called up for a document line with the type article.
Infoboxes#
Shipping order infobox#
| field | description |
|---|---|
| Shipping Remark | Indicates whether a remark exists for the shipping order. |
| Customer No./Vendor No. | The field is filled with the information in the "For Type" field in the shipping order header. |
| Gross Weight | Sum of all gross weights of the shipping order lines on structure level 1. |
| Tare | Sum of the tare of all load carrier lines, independent of the structure level. |
| Net Weight | Sum of the net weights over all article and manual shipping order lines, independent of the structure level. |
| Number of packages (1st level) | Sum of packages on structure level 1. |
| Number of packages (total) | Sum of packages on all structure levels. |
| Interface | Indicates whether an interface is used for the shipping order. |
Infobox shipping order line#
| field | description |
|---|---|
| Tare | Net weight of the load carrier from the load carrier card. |
| Net weight | For load carrier rows without substructure the net weight is empty. For load carrier rows with substructure, the net weight is the sum of the gross weights of the next substructure levels. For item lines, the net weight is identical to the gross weight of the item times the quantity. Note In shipping processing, the net weight of the item is identical to its gross weight. Reason: In shipping processing, the item "paint in can" that is already packaged is considered. The gross weight of the item "Paint in can" is used as both net and gross weight in shipping processing. |
| Gross Weight | For load carrier rows without substructure, the gross weight is equal to the weight of the load carrier.For load carrier rows with substructure, the gross weight is the sum of the net weight(s) plus tare.For item rows, the gross weight is identical to the gross weight of the item times the quantity. |
| Length | Length of the load carrier. |
| Width | Width of the load carrier. |
| Height | Height of the load carrier. |
Shipping order for logistics documents#
In a previously manually created shipping order, goods issues or warehouse picks can be transferred to the shipping order using the "Actions" > "Logistics documents" function. When the first document is accepted, the delivery address in the shipping order header is filled with the delivery address of the origin document. When each additional document is accepted, its delivery address is compared with the data in the shipping order. If the two addresses differ, a message appears informing the user that the address data is different. Users can confirm the message and continue with the transfer. The document lines are created in this case. The data in the shipping order header remains unchanged.
Get goods issues#
This function can be used to transfer goods issues to the shipping order. The following requirements must be met:
- The goods issue must not already be included in another shipping order.
- The field "to be delivered" in the goods issue lines must contain a quantity.
!!! note "Note
With two-stage logistics, picking must first be registered before the goods issue can be transferred to the shipping order.
With transfer of the goods issue lines the dispatch order lines are created:
| field | description |
|---|---|
| Document line type | The field is filled with the value Article by the system. |
| Document line number | The field is filled with the article number by the system. |
| Packing structure | The field is not filled by the system. |
| Description | The field contains the item description from the origin document line. |
| Serial no. | If the goods issue line contains an item tracking line with serial no., the serial no. will be transferred to the shipping order line. |
| Batch no. | If the goods issue line contains an item tracking line with batch no., the batch no. will be transferred to the shipping order line. |
| Quantity | The field will be filled by the system. |
| Quantity | The field is filled by the system. |
| Unit | The field contains the unit from the origin document line. |
| Packaging proposal group | If the "Packaging proposal no." was determined via a "Packaging proposal group", it will be displayed here. |
| Packing Proposal No. | The packing proposal no. that was determined for the shipping order line is displayed here. |
| Packing Proposal Status | This field displays the status of the packing proposal. Only packing proposals with the status certified will be considered in the shipping order. |
| Load Carrier ID | This field is always empty for item lines. |
| Weight per Unit | The field contains the gross weight from the origin document line. The value can be changed in the shipping line. |
Get stock picking#
With the help of this function, warehouse picks can be transferred to the shipping order. The following requirements must be met:
- The warehouse picking must not already be included in another shipping order.
When the warehouse picking lines are transferred, the shipping order lines are created:
| field | description |
|---|---|
| Document line type | The field will be filled with the value Article by the system. |
| Document line no. | The field will be filled with the article no. by the system. |
| Packing structure | The field will not be filled by the system. |
| Description | The field contains the item description from the origin document line. |
| Seriennr. | If the warehouse pick line contains a serial number, the serial number will be transferred to the shipping order line. |
| Batchnr. | If the warehouse picking line contains a batch no., the batch no. will be transferred to the shipping order line. |
| Quantity | The field is filled by the system. |
| Movement quantity | The field is filled by the system. |
| Unit | The field contains the unit from the origin document line. |
| Packing proposal group | If the "Packing proposal no." was determined via a "Packing proposal group", it will be displayed here. |
| Packing Proposal No. | The packing proposal no. that was determined for the shipping order line is displayed here. |
| Packing Proposal Status | This field displays the status of the packing proposal. Only packing proposals with the status certified are considered in the shipping order. |
| Load carrier ID | This field is always empty for item lines. |
| Weight per unit | The field contains the gross weight from the origin document line. The value can be changed in the shipping line. |
Packaging structure for shipping order#
Adding the load carriers/packaging materials to the shipping order and assigning them to each other, as well as assigning the article lines to the respective load carriers/packaging materials is described in section Shipping order lines.
Send shipping order#
Before sending (posting) the shipping order, it must be released. When the shipping order is released, a number of checks are performed:
- The fields Delivery condition code, Delivery code, Delivery to name, Delivery to country/region code and Delivery to postal code must be filled.
- At least one load carrier must be specified
- For single-package shipments, the load carriers may only be on packaging structure level 1 and the document lines must be
assigned to the load carriers.
When the shipping order is posted, the following takes place depending on the posting type in the Shipping and Load Carrier Setup:
- The posting of the assigned logistics documents and the associated origin documents.
- The posting of the packaging material consumption
- For single-package shipments, a separate posted shipping order is created for each load carrier/package. The related booked shipping orders contain the reference to the original shipping order in the field "Single-package shipment parent order no.".
- The archiving of the booked shipping order(s).
Shipping order for posted documents#
Get posted documents#
In a previously manually created shipping order, the following posted documents can be transferred to the shipping order using the "Actions" > "Posted documents" function, provided that the posted document is not already included in another shipping order :
- Geb. sales delivery
- Delivery for service delivery
- Delivery of stock transfer outbound
- Delivery fee return delivery
When the first document is accepted, the delivery address in the shipping order header is filled with the delivery address of the origin document. When each subsequent document is accepted, its delivery address is compared with the data in the shipping order. If the two addresses differ, a message appears informing the user that the address data is different. Users can confirm the message and continue with the transfer. The document lines are created in this case. The data in the shipping order header remains unchanged.
When the posted document lines are accepted, the shipping order lines are created:
| field | description |
|---|---|
| Document line type | The field will be filled by the system with the value Article. |
| Document line no. | The field will be filled with the article no. by the system. |
| Packing structure | The field is not filled by the system. |
| Description | The field contains the item description from the origin document line. |
| Serial no. | If the origin document line contains an item tracking line with serial number, the serial number will be transferred to the shipping order line. |
| Batch No. | If the origin document line contains an item tracking line with batch no., the batch no. will be transferred to the shipping order line. |
| Quantity | The field is filled by the system. |
| Quantity | The field will be filled by the system. |
| Unit | The field contains the unit from the origin document line. |
| Packaging proposal group | If the "Packaging proposal no." was determined via a "Packaging proposal group", it will be displayed here. |
| Packing Proposal No. | The packing proposal no. that was determined for the shipping order line is displayed here. |
| Packing Proposal Status | This field displays the status of the packing proposal. Only packing proposals with the status certified will be considered in the shipping order. |
| Load Carrier ID | This field is always empty for item lines. |
| Weight per Unit | The field contains the gross weight from the origin document line. The value can be changed in the shipping line. |
Packaging structure posted documents#
Adding the load carriers/packaging materials to the shipping order and assigning them to each other, as well as assigning the article lines to the respective load carriers/packaging materials is described in section Shipping order lines.
Send shipping order#
Before sending (posting) the shipping order, it must be released. When the shipping order is released, a number of checks are performed:
- The fields Delivery condition code, Delivery code, Delivery to name, Delivery to country/region code and Delivery to postal code must be filled.
- At least one load carrier must be specified
- For single-package shipments, the load carriers may only be on packaging structure level 1 and the document lines must be assigned to the load carriers.
When the shipping order is posted, the following takes place depending on the posting type in the shipping and load carrier setup:
- The posting of the packaging material consumption.
- For single-package shipments, a separate booked shipping order is created for each load carrier/package. The related geb. shipping orders contain the reference to the original shipping order in the "Single-package shipment parent order no." field.
- The archiving of the booked shipping order(s).
Calculate packaging proposals#
The "Actions" > "Functions" > "Calculate packing proposals" function can be used to calculate packing proposals for shipping order lines with a "Packing proposal no.". The "Packing suggestion no." is transferred to the packing lines via the functions of the transfers of logistics documents and "Posted documents".
After calling the function "Calculate packing proposals" a temporary "Packing proposal structure" based on packing proposals and the "Packing proposal allocation" is displayed. The display cannot be edited. It can be transferred to the shipping order by confirming with OK or not transferred by canceling.
Shipping order with manual lines (without logistics documents and without posted documents)#
Manual document lines can be created in a previously manually created shipping order using the "Actions" > "Functions" > "Manual line" function:
| field | description |
|---|---|
| Description | Enter the description for the shipping order line here. |
| Quantity | Enter the quantity for the shipping order line. |
The shipping order line will be created:
| Field | Description |
|---|---|
| Document line type | The field is empty and not editable. |
| Document line no. | The field is empty and not editable. |
| Packing Structure | The field is empty and not editable. |
| Description | The field contains the recorded description. |
| Serial no. | The field is empty and not editable. |
| Batch No. | The field is empty and not editable. |
| Quantity | The field contains the recorded quantity. |
| Quantity | The field is filled by the system. |
| Unit | The field is empty and not editable. |
| Load carrier ID | The load carrier ID is determined by the system. |
| Weight per Unit | The field is empty but editable. |
Packaging structure manual lines{ #packaging-structure-manual-lines }#
Adding the load carriers/packaging materials to the shipping order and assigning them to each other, as well as assigning the manual document lines to the respective load carriers/packaging materials, is described in section Shipping order lines.
Send shipping order#
Before sending (posting) the shipping order, it must be released. When the shipping order is released, a number of checks are performed:
- The fields Delivery condition code, Delivery code, Delivery to name, Delivery to country/region code and Delivery to postal code must be filled.
-
At least one load carrier must be specified
-
For single-package shipments, the load carriers may only be on packaging structure level 1 and the document lines must be assigned to the load carriers.
When the shipping order is posted:
- The posting of the packaging material consumption
- For single-package shipments, a separate posted shipping order is created for each load carrier/package. The related booked shipping orders contain a reference to the original shipping order in the "Single-package shipment parent order no." field.
- The archiving of the booked shipping order(s).
Shipping processing with V-LOG interface#
In addition to the standard delivery bill, wholesale companies generally require further shipping documents. Above all, the package label for the respective shipper. A connection to the corresponding shipping software is often adapted project-specifically. In KUMAVISION base (BOOSTER) there is therefore a standard connection to the shipper software V-LOG. With V-LOG, shippers such as UPS, DHL, DPD or various other shippers or forwarders can be handled automatically. However, this also means that data required for the shipping software, such as delivery address, number of packages, weight, etc., can be transferred in a standardized manner.
If the interface mentioned is used, some settings must be made in advance, which are explained in more detail below.
Number series#
In the "Shipping and Load Carrier Setup", create and configure a new number series for the future shipping orders as required.
Load carrier setup#
Create and configure the necessary load carriers in the "Load carrier setup".
Storage location#
The storage location must be set up with which type of shipping processing is used for this storage location. The field "Shipping processing" must contain the selection "Shipping order". Only storage locations with this setup will be included in the interface.
V-LOG setup#
The interface is activated in the V-LOG setup. The endpoint URLs must be entered for the web service and the V-LOG client must be entered. This setup is usually done by KUMAVISION together with you.
| field | description |
|---|---|
| Active | After configuration of the Webservice Endpoint the V-LOG integration can be activated. |
| Webservice Endpoint URL | Must be configured according to the specifications of MHP. |
| V-LOG Client | Must be configured according to MHP's specifications |
| Printer | Indication on which printer the label should be printed |
| Status Request Cooldown (min) | Cooldown between successive, manually triggered status updates of a V-LOG line. A manually triggered V-LOG status update can only be done by the user every <Status Request Cooldown> minutes. |
| V-LOG franking check | Defines whether the V-LOG franking is checked before the shipping order is released and thus denied if necessary. |
| Use XML formatting | The following values are transferred in XML format if this option is set: 'Send_Date', 'Send_DateTime', 'inch_value', 'send_height', 'send_length', 'send_width', 'send_value of goods' For new installations this option is automatically activated. For existing installations, the option can be used to test whether the remote station can handle the XML values. Recommendation: Use the new XML formatting |
Delivery agent#
In the carrier overview, "V-LOG" is set as the default shipping provider for the respective carrier via the "Default shipping provider" field.
This value is a configuration template. Without this default, the shipping provider must be selected again/manually for each shipping order. The desired shipping provider can be manually overwritten in the shipping order at any time despite this preconfiguration.
The communication with V-LOG is mainly based on numeric key values. If shipping orders of a carrier are to be transferred to the V-LOG interface, the numeric value of the desired carrier is required in the V-LOG Code field. This numerical value must be requested from MHP on a case-by-case basis.
Carrier note#
Each carrier can be separately assigned carrier information including description and freely configurable, numeric V-LOG carrier code. These can later be assigned to a shipping order.
Call up the carrier notes for the respective carrier line via the menu ribbon.
| field | description |
|---|---|
| Delivery agent | Indicates the respective delivery agent. |
| V-LOG Deliveryman Note Code | The available V-LOG carrier information codes have been defined in coordination with MHP. Further information can be found in the table below. |
| Description | The description serves as a template. If a value is stored here, it will be automatically taken over as description in the assignment when the carrier note is assigned to a shipping order later on. |
| Numeric V-LOG Delivery Code | The numeric V-LOG carrier code can be assigned individually. |
| V-LOG Deliverer Notes Code | Description | MHP Field Name |
|---|---|---|
| DEL | Delivery notes | Delivery Advice |
| SUR | Other Information | Miscellaneous Information |
| SIN | Lifting platform required | Tail Lift Required |
| SE | Secured | Secured |
| INV | Order group (for invoice separation) | Consignemt Group (for separate invoice) |
| RE | Invoice Text | Invoice Text |
| COD | Collection of Goods | COD for Collection |
| AVI | Advice Information for Collection | Advice Infomation for Collection |
| C01 | Order Text 1 | Order Text 1 |
| C02 | Order Text 2 | Order Text 2 |
| I01 | Invoice Text 1 | Invoice Text 1 |
| I02 | Invoiced Text 2 | Invoice Text 2 |
| I03 | Invoiced Text 3 | Invoice Text 3 |
| I04 | Invoice Text 4 | Invoice Text 4 |
| EAV | Email Address | Email Address |
Assignment of delivery text#
It is possible to transmit a free additional text (250 characters) to the carrier via the "Delivery text" field in the respective shipping order.
Assignment of carrier notes#
In the shipping order, predefined carrier notes can be manually linked to the shipping order via the corresponding drilldown.
Posted shipping order#
The "Shipping processing" report (Report 5049200) can be printed from the posted shipping order. If the posted shipping order is called up from the origin documents, the origin document lines in the posted shipping order are highlighted in blue.