After creating the Sales Order, dropping the Purchase Order and released both, user can start to create a Group Shipment to handle the related orders.
Follow the below steps:
1) Search "Group Shipment List"
2) Click "New" in the list to create a new Group Shipment
3) Enter the related fieldsfollowing fields before adding the order line(s) for shipment
*Other fields are optional
| # | Fields | Description |
|---|---|---|
| 1 | Invoice No. | Default by system |
| 2 | Vendor Invoice No. |
| Invoice No. from the vendor |
| 3 |
| Customer Name | Name of the Customer of the Sales Order |
| 4 | Vendor No. / Vendor Name | Either enter Vendor |
The Posted Document Date
-Sales Shipment & Invoice
-Purchase Receipt & Invoice
...
| No or Vendor Name | ||
| 5 | Bill Lading Date | Bill Lading Date *The exchange rate for invoice positing to be according to the Bill Lading Date except (Hedge rate is in place) |
4) Click "Add Shipment Line" in the bar
...
5) The related Sales Line with the Customer Name & Vendor Name will be showed in the Shipment Line Picker
- Only outstanding sales lines to be shows in Shipment Line Picker.
...
- Outstanding sales lines means the (Order Oty - Shipped Qty - Qty in GS is > '0' ) and Order status is not "Closed"
- Click "Preset Qty
...
- for selected
...
- Lines"
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- is ship all the remaining quantity. (e.g Fully shipped or last shipment for the order line)
- Click "Clear all Qt to Ship if need to reset Qty to Ship. The column "Qty. to ship" will turns to "0"
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- Users can input the column "Qty. to ship" manually for the Qty they want to ship
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After inputing inputting the Qty to ship, click "Closed" in the bottom and the line will appear in the Group Shipment Line
NOTE: No shipment line will not be add to the group shipment Qty to Ship is "0"
6) Click "Post All Documents" in the bar to post the Sales Shipment, Sales Invoice, Purchase Receipt and Purchase InvoiceFollowing fields to be populated by system according to selected line
| # | General Tab | Description |
|---|---|---|
| 1 | Department Code | |
| 2 | Sell to Country/Regin | |
| 3 | Sales Order No. | Blank if group shipment for multiple orders |
| 4 | Purchase Order No. | Blank if group shipment for multiple orders |
| 5 | Supplier Order No. | Blank if group shipment for multiple orders |
| 6 | Document Date | Default Work Date |
| 7 | Currency Code | According Sales Order |
| Group Shipment Line | Fields | |
| 8 | Group Shipment Lines Data carried from SO/PO |
|
Group Shipment Lines Data according to Shipment Line Picker |
| |
Group Shipment Lines Data carried from Purchase Order |
| |
6) Enter other fields in if needs
7) Click Request Approve / Release button when the Group Shipment Information is finalized and ready to post to G/L
8) Click "Post All Documents" in the bar to post the Sales Shipment, Sales Invoice, Purchase Receipt and Purchase Invoice Cost & Item attributes in the Group Shipment Lines.
The Posted Documents will be adjusted according to the deatils details in Group Shipment Line.
