QAD 2016 Enterprise Edition Training Guides
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Allocations and Shipping
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Business Considerations
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Export Documentation
Export Documentation
Definition
If you conduct business in several countries, export documentation is required to accommodate the requirements of inter-country reporting
Why Consider?
• Legal requirements can require certain records to be maintained, such as shipping documentation and invoices
• Partial shipments are avoided due to freight, duties, and excessive paperwork
Functionality in QAD Enterprise Applications
• Intrastat
• Partial Shipment Restrictions on Customer Master Record and Packing List
• Action Status on Sales Order to restrict Packing List printing
• Consolidation of Sales Order shipments and documentation
• Enhanced Shipping allows printing and posting of Invoice during shipment process
• Legal Documents
Setup Implications
• Set up intrastat to capture data required for reporting
• Relate shipping groups to document formats
Note: Additional functionality is offered in Logistics Accounting, covered in Training Guide: Advanced Financials.
Partial Shipments and/or Backorders
Definition
Partial shipments or backorders allow you to fulfill customer orders as inventory becomes available.
Why Consider?
• Control program settings for allocation logic
• Customer master records for class and partial shipments
Functionality in QAD Enterprise Applications
• Partial Shipment Restrictions on Customer Master Record and Packing List
• Action Status on Sales Order to restrict Packing List printing
• Consolidation of Sales Order shipments and documentation
Setup Implications
• Can result in additional freight charges
• Consolidation of shipments
• Control partial shipments from Customer Maintenance, Sales Order Maintenance, and/or Packing List Print
Discussed in Training Guide: Sales Orders