Shipment Management

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

Purpose

Enter, view, edit, or delete shipments.

Overview

Use Shipment Management to consolidate purchase orders into one shipment. This is especially useful for shipments that arrive from other countries in containers.

For each shipment, you can create additional charges/credits, attach associated files, and enter notes.

Creating Shipments

To create a shipment:

Click the New button in the ribbon.
Enter a shipment ID in the Shipment # field.
Enter a vessel name in the Vessel Name field.
Enter a shipper ID in the Shipper ID field.
Click the Lookup button for the Status field, and select a shipment status.
Enter the port of origin and destination in the From Port and To Port fields.
Enter the country of origin in the Originating Country field.
Select a method for viewing containers, select a container in the Unassigned Containers grid, and then click the right-arrow button to add the container to the shipment. Repeat this for all containers you want to add to the shipment.
Enter a scheduled ship and delivery date in the Scheduled Ship Date and Scheduled Delivery Date fields.
If you want to store additional information for the shipment, click the Other Information tab, and enter the information in the user-defined fields.
Click the OK button in the ribbon.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Shipment Management window.
New	Click this button to create a new shipment.
Update	Click this button to edit the selected shipment.
Delete	Click this button to delete the selected shipment. If any containers are assigned to the shipment, the Question dialog box appears when you click this button, and asks you to confirm that you want to delete the shipment and unassign the containers.
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 shipment, 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. If you cancel the creation of a new shipment after creating containers for it, you are asked if you want to delete the containers. Click the Yes button if you want to delete the containers. Note You cannot delete a received container.
Show Data	Click this button to refresh data. This button is only available after you click the New or Update button in the ribbon.
Create New Container	Click this button to display Container Management, which allows you to create new containers that you can add to the shipment. This button is only available after you click the New or Update button in the ribbon. Note If you then proceed to create a container, the container is not saved until you click the OK button in the ribbon in Shipment Management to save the shipment.
Additional Charges	Click this button to display Charge Entry for Shipment, which allows you to enter additional charges or credits for the shipment.
Notes	Click this button to display Notes Entry, which allows you to enter notes for the shipment.
Attachments	Click this button to display Attachment Entry, which allows you to view and enter attachments for a selected shipment. The icon for this button includes a check mark if attachments exist for the shipment.
View Date Change History	Click this button to display Purchasing Date Change Inquiry, which allows you to view date changes for the selected shipment.

Fields and Buttons

Field or Button	Description
Shipment #	Enter a shipment ID, or click the Lookup button to select a shipment ID. The shipment ID represents the shipment tracking number that associates purchase orders and containers.
Vessel Name	Enter a vessel name for the shipment.

Main Tab Fields and Buttons

Field or Button	Description
Shipper ID	Enter the shipper ID for the shipment (the carrier), or click the Lookup button to select a shipper ID. For information on setting up shipper ID's, see Shipper Maintenance.
From Port	Enter the port of origin for the shipment, or click the Lookup button to select a port. For information on setting up ports, see Port Maintenance.
Originating Country	Enter the country of origin for the shipment, or click the Lookup button to select a country. For information on setting up countries, see Country Maintenance.
Allow Receipt with No Charges	Select this check box if there are no additional charges associated with the selected shipment and you want to allow containers on the shipment to be received. If this check box is cleared for a shipment with no additional charges and the No radio button is selected for the Allow Receipt If No Charges Are Added to Shipment option in Purchasing Control Maintenance, the shipment cannot be received or counted.
Status	Enter the status of the shipment, 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 shipments, this field defaults to the shipment status entered in the Shipment Status Default field on the Shipments tab in Purchasing Control Maintenance. For information on setting up shipment statuses, see Shipment Status Maintenance.
To Port	Enter the destination port for the shipment, or click the Lookup button to select a port. For information on setting up ports, see Port Maintenance.
Ship to Country	Enter the country to which the shipment is going, or click the Lookup button to select a country. For information on setting up countries, see Country Maintenance. If you create a container when you are creating a shipment, this field defaults to the ship-to country for the purchase order(s) assigned to the container.
View	Select one of the following options: Containers Not on a Shipment - Display all containers that are not assigned to a shipment in the Unassigned Containers grid. Containers on Shipment Number - Display containers for a specific shipment in the Unassigned Containers grid. Select this option if you want to move a container from one shipment to another.
Shipment #	Enter a shipment number to view containers in the shipment in the Unassigned Containers grid. This field is only available if you select the Containers on Shipment Number radio button.
Unassigned Containers	This grid displays containers that are not assigned to shipments or containers on a shipment specified in the Shipment # field.
	Click this button to add the container selected in the Unassigned Containers grid to the shipment.
	Click this button to add all the containers in the Unassigned Containers grid to the shipment.
	Click this button to remove the container selected in the Shipment grid from the shipment.
	Click this button to remove all containers from the shipment.
Shipment	This grid displays containers that are in the shipment.
Container	This grid displays container details for the container selected in the Unassigned Containers grid if you select Unassigned Containers, nothing if you select None, or container details for the container selected in the Shipment grid if you select Shipment Containers.
Display	Select whether you want to view containers from the Unassigned Containers grid, the Shipment grid, or neither in the Container grid.
Scheduled Ship Date	Enter the scheduled ship date for the shipment, or click the drop-down arrow to select a date.
Scheduled Delivery Date	Enter the scheduled delivery date for the shipment, or click the drop-down arrow to select a date. If you update this date for an existing shipment, a message appears and asks if you want to update the date for containers on the shipment.
Scheduled Delivery Time	Enter the scheduled delivery time for the shipment. You can click the Lookup button to select whether the time is AM or PM. If you update the time for an existing shipment, a message appears and asks if you want to update the time for containers on the shipment.
Weight	This field displays the total weight of products in the shipment. You can click the Lookup button to select a unit of measure for the displayed weight.
Volume	This field displays the total volume of products in the shipment. You can click the Lookup button to select a unit of measure for the displayed volume.
Cost	This field displays the total cost of products in the shipment.
Duty	This field displays the total shipment duty charges for the shipment.
Dflt Receiving UM Qty	This field displays the total quantity of products in the shipment in the default receiving unit of measure.

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.