P.O. - Create/Modify Shipment in Transit

P.O. - Create/Modify Shipment in Transit

Introduction

This module will allow the monitoring and receiving of incoming shipments. It is used in conjunction with existing purchase orders.

Create Shipment in Transit

Go to:

  • P.O.
  • Shipment in Transit Subsystem
  • Processing
  • Create/Modify Shipment



Click the Add button at the bottom of the screen to open all fields on the Shipment in Transit header screen.

Field Definitions (Header)

Date - This is the date that you are creating your Shipment In Transit.  It will default to the current system date.

Last Modified - These two fields will display the User ID of the last person to modify the shipment and the date of the modification.

INV# - Enter the invoice number from the vendor.

Invoice Date - Enter the vendor’s invoice date.

A/W Bill# - Enter the Air Way Bill #.

Status - The status is either Open or Closed.  The new Shipment In Transit will default to an Open status.

Country - Enter the Country of Origin.

Mode - Enter the mode of transportation; B for Boat, A for Air or G for Ground.

Entry# - Enter the Entry#.

Track# - Enter the Tracking#.

ETD Date - Enter the date for the Estimated Time of Departure.

ETA Date - Enter the date for the Estimated Time of Arrival.

ATA1 - Enter the Actual Time of Arrival.

ATA2 - Since a shipment can be split there can be a second actual arrival time. 

Released - Enter the date that the shipment is released from the broker.

Received - Enter the date the shipment was received. (Note: In Special Options/PO there is a switch that will update the PO ETA, ETD and Actual Dates from the Shipment).

Warehouse - Enter the location of the warehouse that will receive the shipment.

Trucker - Enter the Trucking Company that will be delivering the shipment.

Vessel - Enter the name of the Vessel.

Container #1 & #2- Enter the Container numbers.

Remark 1 - 5 - Enter up to five lines of notes.

Units shipped - This will display the total number of units from your shipment lines.

Units Received - This will display the total number of units that you have received.

Units Cancelled - This will display the total number of cancelled units.

Balance -  This is a calculation of the Shipped – Received – Cancelled.

Freight per CBM - This is the cost of freight for each cubic measure.

CBM's - This is the total cubic measurement.

Freight exchange % - Enter the freight exchange rate.

Exclude from Duty - Enter a value that will be excluded from the duty.

Weight - This will display the total weight of the shipment.

# of Cartons -  This will display the total number of cartons.


Once all the header information has been entered, click on the Lines button at the bottom of the screen. 
Enter or select the PO# to be placed on the shipment. Multiple PO's can be entered on one shipment.


Field Definitions (Lines)

PO# - Enter or select a PO to be placed on the shipment.

Multiple POs - Select multiple PO's to be placed on the shipment.

ALTPO# - Enter the Alternate PO# [Optional].

Cut# - If a cutting ticket is allocated to the PO, enter the cutting ticket number here.

Style/Color - If a style/color number is entered here and the PO browse button is pressed, only the PO's with that style/color will display and can be selected.

Vendor - The vendor from the PO will display.

Total - The total units on the shipment will display.

Backorder PO - Select if the PO can be backordered.

PO Note - The style line note will display here.

Line Quantities

The size quantities for the highlighted PO Line will display here.  The quantities can be modified for the shipment.  Note – Modifying quantities on a Shipment In Transit only affects the shipment.  The PO quantities will not be changed.

Line Costing



Field Definitions
Purchase - This information will display from the style file.
Currency - This information will display from the style file.
Exchange - The Exchange rate defaults from the Currency code file or from the Costing Defaults option in Shipment in Transit and can be changed here.
Duty - The Duty % and Value will default from the style file and can be changed here.
Tax - The Tax % and value will default from the style file and can be changed here.
PO Cost - These fields display from the style file.  Enter or modify the rates or values as needed for the shipment.

Line Details 



Field Definitions

Style & Color - The Style/Color codes and descriptions will display for the highlighted line.
Account - The Account code will display from the style file.
Location - Enter or select the Warehouse code from the code file.[Optional]
Entry# - Enter the shipment’s Entry #.
CRTNRNG - Enter the range of carton numbers.
Carton - Enter the number of cartons required for the number of units on the highlighted line.
Pack - If applicable, enter the number of inner packs to a carton.
Ship Group - Enter a single character alphanumeric code to indicate which styles must be shipped together. [Optional].


Option Buttons



Line Update - Click the Line Update button for each line of the PO that will be included in the shipment.
Line Cancel - This button is only used to modify existing shipments.
Line Delete - Click on this button to delete a line completely from the shipment.
Back to Header - Click the Back to Header button when you have completed the lines.

Active Header Buttons


Cancel - All new entries will be ignored and no shipment will be created.
Update - When selected, a shipment number will be generated by the system.
Lines - This button is used in adding a new shipment (see above).

*NOTE: The inactive buttons will be available in Shipment in Transit Inquiry.

Modify Shipment Header

Go to:

  • P.O.
  • Shipment in Transit Subsystem
  • Processing
  • Create/Modify Shipment


To modify an existing shipment, you can select the shipment by Style, Shipment # or PO #.  When selecting by Style or PO, only styles or PO’s on existing shipments will appear.


Once the Modify button is pressed the only buttons available are Cancel, Update and Lines.
Cancel -  This will cancel any changes that you have made to the header in the current session.
Update - This will save any changes to the header.  
Lines - Click on the Lines button to modify the line information on the existing shipment (see above for more detail).


When initially entering the screen or once either the Cancel or Update buttons have been selected, the options above will be available.

Active Header Buttons
Comparison Report - If you have allocated the selected PO to a Cut, this button will be available to print a report showing Cut, Shipment and Order Information. 
Cuts - If the selected shipment has been allocated to a cutting ticket, the Cuts button will be available to display the associated cuts.
Lcr - If the selected shipment has been assigned to a Letter of Credit, this button will display the Letter of Credit details.
LcPmt - This button will display payment information for the Letter of Credit associated with the Shipment.
Modify - Modify to make changes to the shipment header.
Lines - Click on the Lines to modify the line information on the existing shipment.
Add - If you click Add, the screen will be cleared and you will be able to add a new shipment.
XDelete - Click on XDelete to cancel the shipment. Note  – Once a shipment has been XDeleted, it cannot be reopened.
Cancel - Click on Cancel to cancel the shipment. Note - Once a shipment is cancelled, it can be reopened since the Status is changed to 'C' for closed.
Notepad - Enter Notes for the selected shipment.
Status - Use this button to reopen a shipment. This will be used to enter costs on a complete shipment.
Exit - Click to leave the screen.

Modify Shipment Lines



Field Definitions
Ordered - The top part of the grid displays the summary shipment lines.
Rec - The middle section displays receipt information.
Line Quantities, Line Costing (Estimate) and Line Details tabs are explained in the Field Definitions (Lines) section above.
Receipts Line Costing (Actual) - The same fields seen in the Line Costing (Estimate) tab are available to the user to enter the actual landed costs by style/color.



Active Line Buttons
Update - Click Line Update if any modifications are made on a line.
Cancel - Click Line Cancel to zero out the amounts on the line and decrease the Units Shipped amount on the header.  The cancelled amounts will be added to the Units Cancelled field on the header.
Add - Click on Add to add more lines to the shipment
Delete - Click Line Delete to delete the line from the shipment.
Add/Modify Payment - This button is used to enter global cost values for the entire shipment and have those values automatically adjust line costs accordingly. (This option has been replaced by the Enter Actual Payment Values button on the SIT header.)
Back to Header - Click on this button after modifications have been completed.

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