Creating Performance Transaction Records
Transaction records are created by the following shipment-processing functions:
• Pre-Shipper/Shipper Confirm (7.3.19)
• Sales Order Shipments (7.9.15)
• Pending Invoice Maintenance (7.13.1)
• Material Order Maintenance (10.7.1)
• Material Order Shipments (10.7.6)
• RMA Maintenance (11.7.1.1)
• RMA Shipments (11.7.1.16)
• Material Order Maintenance (11.11.1)
• Material Order Shipments (11.11.6)
• Distribution Order Processing (12.17.21)
• Distribution Order Shipments (12.17.22)
The system reviews Shipment Performance Control settings for the particular activity. For example, if you are processing a discrete order, it checks Shipment Performance Control to see if shipment performance should be monitored for discrete orders. Before assigning shipment performance status codes to scheduled orders, the system checks to see which schedule release should be used for shipment time and quantity comparisons.
The system creates performance transaction records even when no status codes are assigned. For example, if a shipment is processed and no predefined status codes apply, the system creates a transaction record with blank status codes. Use Shipment Performance Data Maintenance (7.9.17.13) to add status codes to these transaction records. Make sure you create new status codes for use with similar future shipments.
Note: Whenever you unconfirm a shipper using Shipper Unconfirm (7.9.21), associated performance transactions are removed from the system. Shipper Unconfirm deletes shp_hist and associated shpd_det records.