Exercise: Allocation and Shipping
This activity uses a simplified shipment method. Pre-Shippers and Shippers are covered in Training Guide: Allocations and Shipping.
Order picking and shipment can be managed using order allocations. Inventory is then assigned only to orders that you would like to have shipped. As you see in this exercise, picklists can be printed for these allocated items. We go through the process of allocating inventory to an order, printing a picklist, and shipping the items.
The first sales order you entered had a due date outside the time window set in Sales Order Control. This window determines if inventory is allocated at order entry time. Allocate inventory to this order now.
1 Use Sales Order Manual Allocations (7.1.6) to allocate line items for sales order SO001.
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Field
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Data
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Order:
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SO001
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Site:
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10-300
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Allocate Avail:
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Yes
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Allocate Days:
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20
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2 Use Allocated Inventory Inquiry (3.18) to inquire on items 03021 and 03022. You should now see both line items on both orders allocated.
3 Use Stock Availability Browse (3.17) to review items 03021 and 03022. Note the quantity on hand, quantity required, and quantity allocated. You will also note that at this time there is none on order.
4 Use Sales Order Print (7.1.3)to send sales orders SO001 and SO002 to the Page output.
Note: Directing the output to page will give you a soft copy of what the hard copy would look like were you to print it.
5 Use Sales Order Credit Maintenance (7.1.13) to put the sales order SO001 on hold.
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Field
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Data
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Sales Order:
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SO001
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Action Status:
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HD
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This operation places the order on hold status and a packing list cannot be printed. Note that any non-blank character in the Action Status field will hold the order.
6 Use Sales Order Credit Inquiry (7.1.14) to inquire on sales order statuses. Leave all fields blank to review the status of all orders.
7 Use Sales Order Auto Credit Approval (7.1.17) to remove the hold status from sales order SO001.
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Field
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Data
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Sales Order:
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SO001
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To:
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SO001
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Clear Action Status:
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Yes
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Output
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Page
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Note the report output, the order should now be ready to pick and ship.
Print Packing List and Ship
8 Use Sale Order Packing List (7.9.13) to generate packing list for order SO001 and direct the output to page.
Review the Pick/Packing List produced. This list can be printed to manually pick from and or to include with the shipment as a packing list. In the case where you do not need the physical paper you can run the transaction without printing to change the status of the items from allocated to picked.
9 Use Sales Order Shipments (7.9.15) to ship sales order SO001.
• Note Ship Picked is checked because you ran the packing/pick list transaction. Advance to the line item frame.
• If you were shipping the order complete as shown, click Next and verify that all information is correct and be done.
• In our case lets imagine that for some reason we decide to only ship 50 of item 03021. Discuss what situations might lead to this decision.
• In the lower frame, enter 1 in the Line field. Click Next or press Enter. Change the Quantity field to 50. Click Next, note the freight frame, click Next. Note that the quantity picked is still 100 but the Quantity To Ship is now 50. Click Next, respond Yes to the dialog popped up. Review the displayed information, which is the transaction that will be processed. Note quantities and locations. Click Next, through the balance of the screens to complete the shipment.
10 Use Sales Order Maintenance (7.1.1) to review the two line items in the order shipped. Note the Quantities; Allocated, Picked, Shipped, and To Invoice for both line items.
11 Use Sale Order Packing List (7.9.13) to process a pick list for sales order SO002.
12 Use Sales Order Shipments (7.9.15) to ship order SO002 complete.
13 Use Transactions Detail Inquiry (3.21.1) to review the ISS-SO detail for the shipments you made. The details give you an idea of the detail information captured for each transaction.