Ship Confirm

Ship Confirm

In here we concentrate mainly on manual ship confirm process. Once the Pick Release & Pick Confirm process is over the details will be assigned to deliveries. Deliveries will be assigned to Trips. Trip is a collection of Stops

To understand better we’ll create a new customer with 3 ship-to locations. Navigate to OM Responsibility > Customers > Standard à Click on Create & give details as shown below

Click on Save and Add Details

Click on Create Site

Click on Create Address & give details as shown below

Here we have given Hyderabad as Bill-To Location

Similarly create Mumbai location

We can see that our customer now has 3 ship to locations

Now assign details to all 3 locations. Click on Details against the ship to address & go to Business Purposes Tab à Click on Details against Ship-To & give details as shown below

Perform same action for other locations as well

Now create an order & give different ship-to locations as shown below

Here we have 2 lines each for Hyderabad & 1-1 line for Pune & Mumbai respectively

Pick release the order. Navigate to Shipping > Transactions à Search by Order number

Select all lines, select action as Launch Pick Release & click on Go. Once the lines are released, a move order will be created. Allocate goods to this move order

Now consider an example where we have our organization in Hyderabad. We have to deliver goods to our customers at His location that is Hyderabad, Pune & Mumbai. In order to do so we’ll create Trips & attach stops to it

Create Trips: Navigate to Shipping > Transactions & Search for Trip. Give Trip name as per your naming conventions & click on search. If system is not able to find it then it will create a new one

Save the record & click on Stops Tab & give details as shown below

Here first line will always be our pick up point & remaining lines will be drop off points.

Create Deliveries: Next is to create deliveries to which details will be assigned & then these deliveries will be assigned to Trips. Navigate to Shipping > Transactions à Search for Deliveries. Give a delivery name, if the delivery do not exists then system will create a new entry by same name

Click on find & give details as shown below

& save the record

Assign Details to Delivery: Navigate to Shipping > Transactions à Search for Order Number. Select details which needs to be delivered to Hyderabad & give Actions à Assign to Delivery à Click on Go

& click on find. It’ll show only those deliveries which are related to Hyderabad location only.

We can see that the Delivery is now attached to the detail

Similarly do for other lines as well

Assign Delivery to Trip: Navigate to Shipping > Transactions à Search By Order Number

Select Line 1 & click on Delivery Tab

Go to Actions: Assign to Trip à Click on Go

Give Trip details as shown below

Press OK & Click on Path by Stop. We can see that a Stop has been created. It has 2 lines, pickup & dropoff

Click on Path by Trip. We can see that a Trip is created

Similarly do for other lines as well

Define Document Sequence for Bill of Lading & Packing Slip: This is a one time setup. Navigate to Setup > Documents > Define & give details as shown below

Now navigate to Setup > Documents > Assign & give details as shown below

Navigate to Shipping > Setup > Shipping Parameters à Go to Shipping Transaction Tab & copy the ‘Default Ship Confirm Document Set Name’

Now navigate to Setup > Shipping > Documents > Document Sets

Paste the Document set name & give the number of copies you want to generate for each document

With this setup 4 concurrent programs will be submitted & 4 reports will be generated

Navigate to Shipping > Transactions à Search by Trips à Click on ‘Contents By Delivery’ Tab

Click on Ship Confirm

Press OK. You’ll get a message saying

Press OK

Now the status of the line got changed to Confirmed

Similarly do for other lines as well. For each line a set of following 4 reports will be generated

1.)    Vehicle Load Sheet Details

2.)    Commercial Invoice

3.)    Packing Slip Report

4.)    Bill of Lading

We’ll see details of these reports later

For the last delivery (that is VS Delivery3), click on Ship Confirm. A Confirm Delivery window will open. Uncheck the Set Delivery In-Transit option. By un checking this we are telling the system that we are responsible for transporting the goods to the customer. If this option is checked then it means that customer is responsible for collecting the goods from our premises

Now status of all lines has changed to Confirmed

Note: If we consider a real time scenario then till this stage our truck has not left our premises.

Now the truck has left our premises then we need to close the lines & order & decrement the inventory

Close the lines: Navigate to Shipping > Transactions à search by order number. Go to Delivery tab & select first delivery à Click on Path by Stop

& Give Action: Update Status à Click on Go

Give details as shown below

It means that this is the actual time when the Truck has arrived our premises. (In here I have given the current time, but actually we need to give the time when the truck has arrived)

Now the status of line has changed to ‘Arrived’

We can also compare the Planned Arrival Date with Actual Arrival Date

Select 2^nd line & click on Actions: Update Status

We can see that both the lines are closed. Also we have recorded the Actual Arrival Date & Actual Departure Date. This can be compared with our Planned Arrival & Departure Date & based on that we can give ratings to our transporters

Similarly do for other lines as well (but only close the lines as truck has already arrived)

Once we close all the lines then the status of details becomes as ‘Interfaced’ whereas details of lines becomes as ‘Shipped’

& status of delivery is ‘closed’

Interface Trip Stop will decrement the inventory & will also update the cost management systems

The status of line will change to ‘Closed’ once we create an Invoice