Container Management

Menu Path: Purchasing $Images\bluerarw.gif$ Container Import Processing $Images\bluerarw.gif$ Container Management

Purpose

Manage containers.

Overview

Use Container Management to view, create, edit, and delete containers. You can track containers for regular purchase orders, blanket purchase orders, and transfer purchase orders.

Note If you create containers in Container Management, the containers do not appear on the Shipment and Container Report until after the containers are added to a shipment.

When you create a container, an incremental container number is assigned automatically.

Creating Containers

To create a container:

Click the New button in the ribbon.
Enter a name for the container in the Container Name field.
Enter information about the container, such as the seal number, bill of lading, BIC code, owner, type code, and shipper ID.
Select whether you want to add products from regular or blanket purchase orders to the container.
To add products from a regular purchase order, enter the purchase order number in the Add PO # field, then click the Add PO button. You can also use the Add Purchase Orders button in the ribbon to add products from multiple purchase orders in Container PO Selection.

To add products from a blanket purchase order, enter the purchase order number in the Add Blanket PO # field, enter the release in the Release # field, and then click the Add Release button. Repeat as necessary to add products from multiple releases. You can also use the Add Blanket PO Releases button in the ribbon to add products from multiple releases in Blanket PO Release Selection.

If you selected to add products from regular purchase orders in step 4, edit the product quantities in the Quantity column in the Purchase Order Lines grid as necessary.
Enter a scheduled delivery date in the Scheduled Delivery Date field.
If the container includes lot-tracked products for which you want to enter lot information, click the Additional Lot Information button in the ribbon, and enter the lot information in Container Lot Entry. When you are finished entering the lot information, click the Exit button in the ribbon to return to the Container Management window.
If you want to store container tracking data, click the Tracking tab, and enter the appropriate data.
If you want to store additional information for the container, click the Other Information tab, and enter the information in the user-defined fields.
Click the OK button in the ribbon to save the container.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Container Management window.
New	Click this button to create a new container. This button is only available if the Allow Creation of Containers Not on Shipments check box is selected in Purchasing Control Maintenance.
Update	Click this button to edit the selected container. Note You cannot update a received container.
Delete	Click this button to delete the selected container. Note You cannot delete a received container.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon. Note If you edit the dates for a container, and date change reason codes are set up as required in Purchasing Control Maintenance, Date Change Reason Maintenance appears, and allows you to select a reason code for the date change.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Add Purchase Orders	Click this button to display Container PO Selection, which allows you to select purchase orders for the container. This button is only available after you click the New or Update button in the ribbon, and if the Regular radio button is selected.
Add Blanket PO Releases	Click this button to display Blanket PO Release Selection, which allows you to select blanket purchase order releases for the container. This button is only available after you click the New or Update button in the ribbon, and if the Blanket radio button is selected.
Additional Lot Information	Click this button to display Container Lot Entry, which allows you to view lot information for a selected lot-tracked product, and if you are updating a container, to update the lot information for the product. The icon for this button includes a check mark if lot information exists.
Purchase Order	Click this button to display Purchase Order Maintenance, which allows you to view and edit purchase order information for the purchase order selected in the Purchase Orders grid. Note If you are not authorized to use Purchase Order Maintenance, the Purchase Order Inquiry window appears instead, and allows you to view purchase order information.
Blanket Release	Click this button to display Blanket Purchase Order Inquiry, which allows you to view detailed information for blanket purchase orders. This button is only available if you select the Blanket radio button.
Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a selected container.
Attachments	Click this button to display Attachment Entry, which allows you to view and enter attachments for a selected container.
View Date Change History	Click this button to display Purchasing Date Change Inquiry, which allows you to view date changes for the selected container.

Fields and Buttons

Field or Button	Description
Container Code	Enter a container code for a container you want to view, edit, or delete, or click the Lookup button to select a container code. You cannot enter the container code if you are creating or editing a container.
Container Name	Enter a container name, or click the Lookup button to select a container name.
WMS Export Method	Click the Lookup button and select one of the following methods for exporting data for the container to a WMS: API - Export container data to a WMS using an API. No - Do not export container data to a WMS. WMS - Export container data to a WMS. This overrides the default settings for the location. This field is only available if the ship-to location for a purchase order associated with the container uses a third-party WMS and users are allowed to change the export method for containers in the location.

Main Tab Fields and Buttons

Field or Button	Description
Container Status	Enter the status of the container, or click the Lookup button to select a status. Example At the consolidator, on the water, in port, in customs, or in route to the warehouse For new containers, this field defaults to the container status entered in the Container Status Default field on the Shipments tab in Purchasing Control Maintenance. For information on setting up shipment statuses, see Shipment Status Maintenance.
Container BOL	Enter the container bill of lading.
BIC code	Enter the BIC code for the container.
Container Owner	Enter the container owner, or click the Lookup button to select a container owner.
Container Type Code	Enter the container type, or click the Lookup button to select a container type. For information on setting up container types, see Container Type Maintenance.
Shipper ID	Enter the shipper ID for the container, or click the Lookup button to select a shipper ID. For information on setting up shipper ID's, see Shipper Maintenance.
Seal #	Enter the seal number for the container.
Shipment #	This field displays the shipment number if the container has been assigned to a shipment.
PO Type	Select whether you want to add products from regular, blanket, or transfer type purchase orders to the container.
Start Qty at	Select one of the following options: Avail. Qty - Add purchase order line item quantities to the container. 0 - Add zero quantity to the container. You can manually enter the quantity in the Purchase Order Lines grid. These radio buttons are only enabled if you select the Regular radio button.
Add PO #/Add Blanket PO #/Transfer PO	If you selected Regular as the PO Type, enter a purchase order number to add to the container, or click the Lookup button to select a purchase order number. If you selected Blanket as the PO Type, enter a blanket purchase order number to add to the container, or click the Lookup button to select a blanket purchase order number. If you selected Transfer as the PO Type, enter a transfer purchase order number to add to the container, or click the Lookup button to select a transfer purchase order number.
Add PO	Click this button to add the selected purchase order to the container. This button is only available if the Regular radio button or the Transfer radio button is selected for the PO Type radio set.
Release #	Enter the blanket purchase order release number, or click the Lookup button to select a blanket purchase order release number. This field is only available if you select Blanket as the PO Type.
Add Release	Click this button to add the selected blanket purchase order release to the container. This button is only available if you select the Blanket radio button in the PO Type radio set.
Purchase Orders	This grid displays purchase orders (or blanket purchase orders) added to the selected container. Double-click a purchase order to display Purchase Order Maintenance, which allows you to view and edit purchase order information for the purchase order. Note If you are not authorized to use Purchase Order Maintenance, the Purchase Order Inquiry window appears instead, and allows you to view purchase order information.
Remove Purchase Order	Click this button to remove the selected purchase order from the Purchase Orders grid.
Purchase Order Lines	This grid displays all the products included in the selected container. Enter the product quantities for the container in the Quantity column. Note You cannot change the product quantities for a blanket purchase order. For lot-tracked products you can also enter the lot and expiration date. However, if multiple lots were previously entered for the container, Multiple appears in the Lot column and you can only edit the lots in Container Lot Entry. Double-click a line item to display Purchase Order Maintenance, which allows you to view and edit purchase order information for the related purchase order. Note If you are not authorized to use Purchase Order Maintenance, the Purchase Order Inquiry window appears instead, and allows you to view purchase order information.
Remove Purchase Order Line	Click this button to remove the selected purchase order line from the Purchase Order Lines grid.
Scheduled Delivery Date	Enter the scheduled delivery date for the container, or click the drop-down arrow to select a date. Note The container delivery date may not always be equal to the shipment delivery date. For example, if one container on a shipment is being inspected by customs for several weeks, the delivery date for the container may be different than the delivery date for the other containers on the shipment.
Time	This field is not currently supported.
Weight	This field displays the total weight of products in the container. You can click the Lookup button to select a unit of measure for the displayed weight.
Cost	This field displays the total cost of products in the container.
Duty	This field displays the total shipment duty charges for the container.
Dflt Receiving UM Qty	This field displays the total quantity of products in the container in the default receiving unit of measure.
Volume	This field displays the total volume of products in the container. You can click the Lookup button to select a unit of measure for the displayed volume.

Tracking Tab Fields and Buttons

Field or Button	Description
Track Demurrage	Select this check box to track demurrage for the container. This check box can be selected by default based on how the port is set up in Port Maintenance.
Demurrage Date	Enter the last date the container can remain at the port before fees are assessed, or click the drop-down arrow to select a date. This field is only enabled if the Track Demurrage check box is selected.
Pickup Scheduled	Select this check box if the container is scheduled for pick up.
Pickup Scheduled Date	Enter the date the container is scheduled for pick up, or click the drop-down arrow to select a date. This field is only enabled if the Pickup Scheduled check box is selected.
Left Port	Select this check box if the container has left the port.
Left Port Date	Enter the date the container left the port, or click the drop-down arrow to select a date. This field is only enabled if the Left Port check box is selected.


Track Detention	Select this check box to track detention for the container. This check box can be selected by default based on how the container owner is set up in Container Owner Maintenance.
Detention Date	Enter the last date you can keep the container after it has been delivered before fees are assessed, or click the drop-down arrow to select a date. This field is only enabled if the Track Detention check box is selected.
Return Scheduled	Select this check box if the container is scheduled to be returned.
Return Scheduled Date	Enter the date the container is scheduled to be returned, or click the drop-down arrow to select a date. This field is only enabled if the Return Scheduled check box is selected.
Container Returned	Select this check box if the container was returned to the container owner.
Date Returned	Enter the date the container was returned to the container owner, or click the drop-down arrow to select a date. This field is only enabled if the Container Returned check box is selected.
First 943 by	This field displays the user that imported the first EDI 943 for the container.
Last 943 by	This field displays the user that imported the last EDI 943 for the container.
First 943 Date	This field displays the first date an EDI 943 was exported for the container.
Last 943 Date	This field displays the last date an EDI 943 was exported for the container.
First 943 Time	This field displays the first time an EDI 943 was exported for the container.
Last 943 Time	This field displays the last time an EDI 943 was exported for the container.
943 Count	This field displays the EDI 943 export count for the container.
944 Import by	This field displays the user that imported an EDI 944 for the container.
944 Import Date	This field displays the date an EDI 944 was imported for the container.
944 Import Time	This field displays the time an EDI 944 was imported for the container.
Fully Received	This check box is selected if the container was fully received.
Receipt Date	This field displays the date the container was received.

Other Information Tab Fields and Buttons

Field or Button	Description
User Defined 1-20	Enter the appropriate information in these shipment-related user-defined fields. The label names and validations for these fields are set up in User Defined Fields Maintenance.