Allocations and Shipping Change Summary
About This Course
Course Description
Course Objectives
Audience
Prerequisites
Course Credit and Scheduling
Virtual Environment Information
Additional Resources
QAD Learning Center
QAD Document Library
QAD Support
Introduction
Course Objectives
Terminology
QAD Enterprise Applications General System Flow
Key Events
QAD Enterprise Applications Shipping Considerations
QAD Enterprise Applications Shipping Methods
Allocations and Shipping Life Cycle
Uses of Allocations and Shipping
Related Courses
Business Considerations
Business Considerations
Overview
Export Documentation
Partial Shipments and/or Backorders
Containerization
Electronic Data Interchange
Available Inventory
Drop (Direct) Shipments
Freight Charges
Multiple Sites
Focusing Activity
Set Up Allocations and Shipping
Prepare to Use Standard Shipping
Standard Allocations and Shipping Setup
Set Up Allocations Picking Logic
Inventory Control Program
Inventory Control
Set Up SO Defaults for Allocations and Shipping
Sales Order Control
Airline Inventory Allocation Analogy
Sales Order Control
Exercise: Standard Setup
Prepare to Use Enhanced/Global Shipping
Enhanced/Global Allocations and Shipping Setup
Set Up Number Range Management
Numbering Standards/Conventions
Segments
Number Range Maintenance
Sequence Number Maintenance
Default Shipping Sequences
Other Shipper Types and Number Assignment
Exercise: Number Ranges
Set Up Document Formats
Document Format Maintenance
Document Format Maintenance
Exercise: Set Up Allocations and Shipping
Set Up Inventory Movement Codes
Inventory Movement Codes
Inventory Movement Code Maint
Inventory Movement Codes – Global Shipping
Exercise: Inventory Movement Codes Setup
Set Up Inventory Movement Code Security
Inventory Movement Code Security
Set Up Carriers
Carrier Maintenance
Carrier Control
Carrier Maintenance
Exercise: Carrier Setup
Set Up Shipping Groups
Shipping Group Maintenance
Shipping Group Maintenance
Inventory Movement Details
Carriers
Shipping Group Matching Criteria
Exercise: Shipping Groups
Set Up Container/Shipper Control
Container/Shipper Control
Container/Shipper Control
Exercise: Container/Shipper Control
Set Up Containers
Container Workbench
Business Case for Containers
Reusable Containers
Container Items
Container Workbench
Add Container
Enter Item Information
Embed Containers
Modify Information
Exercise: Containers
Process Standard Allocations and Shipping
Process Standard Shipping
Standard Allocations and Shipping Life Cycle
Allocate Finished Goods
Automatic Allocations
Sales Order Maintenance
Sales Order Auto Allocations
Manual Allocations
Sales Order Maintenance
Sales Order Manual Allocations
Verify Available Kits to Ship
Available Kit Quantity to Ship
Available Kit Quantity to Ship
Sales Order Packing List
Sales Order Packing List
Sales Order Shipping Label Print
Sales Order Shipping Label Print
Process Shipments
Sales Order Shipments
Sales Order Shipments
Print Bill of Lading
Bill of Lading Print
Bill of Lading Print
Maintain Master Bill of Lading
Master Bill of Lading Maintenance
Master Bill of Lading Maint
Print Master Bill of Lading
Master Bill of Lading Print
Master Bill of Lading Print
Process Invoices
Invoice Post and Print
Posting and Printing an Invoice
Standard Allocations and Shipping Process Summary
Process Enhanced/Global Allocations and Shipping
Process Enhanced/Global Allocations and Shipping
Enhanced/Global Allocations and Shipping Life Cycle
New Steps in Enhanced/Global Shipping Process
Create Picklist/Pre-Shipper
Pre-Shippers and Shippers
Picklist/Pre-Shipper – Automatic
Picklist/Pre-Shipper – Automatic
Exercise: Global Shipping Process
Modify Pre-Shipper/Shippers
Pre-Shipper/Shipper Workbench
Pre-Shipper/Shipper Workbench
Convert Pre-Shipper/Confirm Shipper
Pre-Shipper/Shipper Confirm
Pre-Shipper/Shipper Confirm
Pre-Shipper/Shipper Confirm
Print Sales Order Shipper
Sales Order Shipper Print
Sales Order Shipper Print
Validate/Scan with Shipper Gateway
Shipper Gateway
Shipper Gateway
Unconfirm/Undo Shippers
Unconfirm/Undo Shippers
Shipper Unconfirm
Undo Shipper Number Assignment
Exercise: Global Shipping Process
Enhanced/Global Allocations and Shipping Process Summary
Use Reserved Locations
Introduction
Set Up Reserved Locations
Use Reserved locations
Track Shipment Performance
Introduction
Set Up Shipment Performance
Define Control Program Settings
Create Control Program Exceptions
Create Time-Based Status Codes
Create Quantity-Based Status Codes
Create Reason Codes
Create Line-Item Categories
Create and Modify Shipment Performance Transaction Records
Report and Export Shipment Performance Data
Exercise: Shipment Performance
Process Container and Line Charges
Introduction
Set Up Container Charges
Create Container Charge Type Codes
Create Container Items
Set Up Container Charge Amounts
Configure Container/Line Charge Control
Create Control Program Exceptions
Set Up Line Charges
Create Line Charge Type Codes
Set Up Trailer Codes for Line Charges
Configure Container/Line Charge Control
Create Control Program Exceptions
Enter Container and Line Charges
Example: Enter Container Charges
Example: Enter Line Charges
Ship Container and Line Charges
Invoice Container and Line Charges
Exercise: Container and Line Charges
Work With Legal Documents
Introduction
Set Up Legal Documents
Configure Control Settings
Define Legal Document Formats
Set Up Inventory Movement Codes
Define Number Sequences
Assign Number Sequences
Set Up Shipping Group
Create Legal Documents
Print Legal Documents
Cancel Legal Documents
Delete/Archive Legal Documents
Exercise: Legal Documents
Allocations and Shipping Change Summary
Exercise: Legal Documents