Follow the below steps:

1) Search "Group Shipment List"

2) Click "New" in the list to create a new Group Shipment

3) Enter following fields before adding the order line(s) for shipment

#FieldsDescription
1Invoice No.

Default by system

2Vendor Invoice No.Invoice No. from the vendor
3Customer NameName of the Customer of the Sales Order
4Vendor No. / Vendor NameEither enter Vendor No or Vendor Name
5Bill 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" 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"
  • Users can input the column "Qty. to ship" manually for the Qty they want to ship

After 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) Following fields to be populated by system according to selected line

#General TabDescription
1Department Code
2Sell to Country/Regin
3Sales Order No.Blank if group shipment for multiple orders
4Purchase Order No. Blank if group shipment for multiple orders 
5Supplier Order No. Blank if group shipment for multiple orders 
6Document DateDefault Work Date
7Currency CodeAccording Sales Order
Group Shipment LineFields
8



Group Shipment Lines

Data carried from SO/PO

  • SO Number
  • PO Number
  • Customer Order No (if any)
  • Supplier Order No (if any)
  • Type
  • Item Reference No (if any)
  • No
  • Description
  • Qty to Ship UOM
  • Qty to Receipt UOM
  • Shipping Mark
  • FSC Description
  • Stock Code
  • Weight GSM
  • Thickness (Micron)
  • Sheet Width
  • Grain Direction
  • Roll Width
  • Roll Diameter
  • Core Diameter
  • Core Type
  • Packing
  • Finish
  • Long Description

Group Shipment Lines

Data according to Shipment Line Picker

  • Sales Qty
  • Unit Price 
  • Amount (calculated)
  • Purchase Qty
  • PO Unit Cost
  • PO Line Amount (calculated)
  • *Users can adjust the Sales Qty / Purchase Qty, Unit Price / Unit Cost 

Group Shipment Lines

Data carried from Purchase Order

  • 2nd UOM (if any)
  • 2nd UOM Qty (if any)
  • 2nd UOM Price (if any)
  • Mill

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

The Posted Documents will be adjusted according to the details in Group Shipment Line.