Selecting reference document for recording shipping note details

This page enables you to select reference document for recording shipping note details. Tell me more

Select the “Record Shipping Note” link under the “Stock Issue” business component.

The “Select Reference Document” page appears.

To search for reference document

Ø Enter the following fields in the “Search Criteria” group box. Data entry in the following fields is optional and you can prefix or suffix with the wildcard character * in the text fields to retrieve the values similar to the string entered.

Display Option

Use the drop-down list box, select any one of the following display options:

Document Level - To retrieve the reference document associated with the issue #
Part Level - To retrieve the reference document of all the parts associated with the Issue #

The system displays the value “Document Level” by default.

The system displays a drop-down list box alongside the ‘Display Option’ drop-down list box, which lists the values “External” and “Internal”, along with blank.

Hazmat Parts

Use the drop-down list box, select any one of the following display options:

Include – To retrieve the reference document, which also includes the hazmat (hazardous) parts
Exclude – To retrieve the reference document excluding the hazmat (hazardous) parts
Exclusive – To retrieve the reference document , which only includes the hazmat parts(hazardous parts)

The system displays the value “Include” by default.

Note: Hazmat parts are those parts for which the “Hazardous” flag in the part planning information of the Part Master is checked.

Ref. Doc. #

Use the drop-down list box to select the type of the reference document for which you wish to create shipping note. The drop-down list box lists the following:

“Issue”, and “Receipt” if the second drop-down list in Display Option is selected as “External” or left blank.
Only the value “Issue”, if the second drop-down list in Display Option is selected as “Internal”.

Enter the unique code of the reference document for wish to create shipping note in the adjacent input field (Alphanumeric, 18).You can enter the issue number in full or specify it partially using the “*” character. The system retrieves all the documents whose issue numbers are similar to the number entered here. Leave this field blank to retrieve all the transfer receipts, irrespective of the issue.

Confirmed Date: From/To

The start and end dates of the period in which the reference document was confirmed. (Date Format).

The system defaults the current date in the “Confirmed Date From” field and defaults the “Confirmed Date To” to 15 days prior to the current date. The system retrieves those reference documents that were confirmed in t he period between the dates that you specify here.

Parent Ref. Doc. #	Use the drop-down list box to select the type of the parent reference document. The valid options are Repair Order, Loan Order, Rental Order, Purchase Order, Stock Transfer, Packslip, Material Request, Customer Order, Customer PO #, Part Sale Order, Release Slip and Tools. The system lists the above mentioned values selectively based on the combination of the value selected in second drop-down list of Display Option, Ref. Doc # selected and the corresponding issue documents defined under the Category "Shipping Note - Applicable Transactions" in the “Set Inventory Process Parameters” activity of the “Logistics Common Master” business component. Enter the unique code of the parent reference document (Alphanumeric, 40). You can enter the code in full or specify it partially using the “*” character. The system displays all reference documents with numbers similar to the value entered here.
Trading Partner #	Use the drop-down list box to select the trading partner for which you want to record the shipping note details. The valid options are “Supplier” and “Customer”. The system leaves the field blank by default. Enter the identifier of the selected trading partner in the adjacent field.
Issue Attributes	Use the drop-down list box to select the issue attributes. The valid options are “Issue Type", "Issue Category", "User Status" and blank. The system leaves the field blank by default. If you selected the Issue attribute as “Issue Type”, the system loads the adjacent drop-down list box with the values Maintenance Issue, Exchange Issue, General Issue, Loan Order Issue, PBH Exchange Issue, Packslip Issue, Rental Order Issue, Repair Order Issue, Stock Transfer Issue, Subcontract Issue, Tools Issue and Unplanned Issue. The system leaves the field blank by default. If you select Issue attribute as “Issue Category”, the system loads the adjacent drop-down list box with all the active quick codes defined for the quick code type "Issue Category" in “Create Quick Codes“activity in the current component. The system leaves the field blank by default. If you select Issue attribute as “User Status”, the system loads the adjacent drop-down list box with all the active quick codes defined for the quick code type "User Status" in “Create Quick Codes “activity in the current component. The system leaves the field blank by default.
Shipping Attributes	Use the drop-down list box to select the shipping attributes. The valid options are “Ship By", "Carrier Code" and blank. The system leaves the field blank by default. The system loads the values in the adjacent drop-down list box based on the selection of the shipping attribute and you can select the required value. If you select Shipping attributes as Ship By, the system loads the adjacent drop- down list box with unique values of active shipping method codes defined in Logistics Common Master business component along with different transportation types defined in “Category” business component. The system leaves the field blank by default. If you select Shipping attributes as Carrier Code, the system loads the adjacent drop-down list box with unique and active Carrier/Agency codes defined in Logistics Common Master and Carrier business component. The system leaves the field blank by default. If you select Shipping attributes as Addl. Ship To, the system loads the adjacent drop-down list box with all active "Carrier /Agency #" defined under "Carrier Agency/Type" in the “Maintain Carrier /Agency Code” activity of the “Logistics Common Master” business component.
Part #	The code identifying the part for which the issue document has been raised (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system displays all the issue document numbers that have part numbers similar to the value entered here.
Warehouse#: From/To	Use the drop-down list box to select the warehouse from which the goods are shipped. Use the adjacent drop-down list box to select the warehouse to which the goods are shipped. The warehouse # will be mapped to the transactions, such as Exchange Issue, General Issue, Loan Order Issue, Maintenance Issue, PBH Exchange Issue, Rental Order Issue, Repair Order Issue, Stock Transfer Issue, Unplanned Issue, Tool Operations, Customer Goods Pack Slip, Customer Order Pack Slip and Part Sale Pack Slip. The system leaves both the drop-down list boxes blank by default.
Shipment Readiness?	Use the drop-down and select the shipment readiness of the part. The system lists the values “Ready for Shipment”, “On Hold” and “Group Shipment - Awaiting Parts”, along with Blank.
Group Ship ID	The group ID under which the reference documents are grouped. If Group Ship ID is entered or is partially entered, on search, the system retrieves all the Customer Order based Direct Issue documents corresponding to all the Customer Orders for the Group Ship ID, considering all other search criteria specified.
Already Shipped Parts ?	Use the drop-down list box to select any one of the following options: Include – To retrieve the reference documents including the parts that are already shipped Exclude – To retrieve the reference documents excluding the parts that are shipped

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the external / internal issue / receipt documents in the multiline based on the search criteria specified:

SHP	Indicates shipment readiness of the part. The system displays the following: ‘Green Tick’ mark, if it is an individual shipment or a group shipment and all the parts in the Parent Ref. Documents are issued and ready to be shipped (i.e. ‘Shipment Readiness’ is “Ready for Shipment” in the multiline). A ‘Red Cross’ mark is displayed, if it is a group shipment and there is at least one part in the Parent Ref. Document # which is yet to be issued. (i.e. ‘Shipment Readiness’ is other than “Ready for Shipment” in the multiline).
Ref. Doc. Type	The type of reference document for which you want to record the shipping note details.
Ref. Doc. #	A unique code identifying the reference document.
Confirmed Date	The date on which the reference document details of Issue # were confirmed.
Issue Warehouse #	A unique code identifying the issuing warehouse.
Parent Ref. Doc. Type	The type of parent reference document. Note: If the direct issue has reference to a Scrap Note then the “Scrap Note” is displayed as the “Parent Ref. Doc. Type” and “Scrap Note #” as the “Parent Ref. Doc. #”.
Parent Ref. Doc. #	A unique code identifying the parent reference document.
Part #	A unique code identifying the part from the reference document.
Quantity	The quantity of part associated with the reference document.
UOM	The unit of measurement of the part.
Ship To Address	The address to which the part must be shipped.
City	The city to which the part must be shipped.
State	The state to which the part must be shipped.
Country	The country to which the part must be shipped.
Zip Code	The zip code of the address.
Addl. Ship To	The type of the Carrier/Agency # mapped with the Ship To Entity.
Addl. Ship To Code	The Carrier/Agency # mapped with the Ship To Entity.
Addl. Ship To Address	The address of the Carrier/Agency # mapped with the Ship To Entity.
Cust. Packaging Code	The type of the package in which the customer dispatched the unserviceable core part for repair purpose. Field Value
Cust. Package ID	The identification number of the package in which the customer dispatched the unserviceable core part for repair purpose. Field Value
Cust. Package Location	The storage area where the package is kept till the core part is repaired; after which the part is shipped back to the customer in the same package. Field Value
Cust. Package Condition	The condition of the package. The drop-down list box displays all Active the quick codes defined under the quick code type Packaging Condition in the Manage Quick Code activity in the Logistics Common Master business component. Field Value
Hazmat?	The system displays any one of the following options: Yes - Indicates the part is identified as hazardous part or Hazmat part. No - Indicates the part is identified as non-hazardous part or non-Hazmat part.
Hazmat ID	The hazmat ID of the part. For the Hazardous part with Hazmat ID defined, the system displays the Hazmat ID corresponding to the part from the “Part Administration” business component For the Hazardous part with Hazmat ID not defined, the system displays “Not Applicable” in this field. For the Non-Hazardous part, the system leaves the field blank. Hyperlink available. Hyperlink launches the “View Hazmat Information” page to view the hazmat details.
Trading Partner Type	The type of trading partner to whom the parts are shipped.
Trading Partner #	A unique code of the trading partner to whom the parts are shipped.
Shipping Method	The mode of shipment.
Carrier Code	The unique code of the carrier.
Already Shipped ?	The system displays any one of the following options: Include – Indicates the parts are already shipped Exclude – Indicates the parts are not shipped
Part Description	A description of the part.
Group Ship ID	The group ID under which the reference documents (customer orders) are grouped. This value is displayed if the Customer Order # is part of Group Shipment. This field is hyperlinked to invoke the ‘Group Ref. Documents for Shipping” page.
Shipment Readiness?	The shipment readiness of the part. The system displays one of the values “Ready for Shipment”, “On Hold” and “Group Shipment - Awaiting Parts”.
Hold Code	The hold code specified in the customer order is displayed here, if the ‘Shipment Readiness?’ is 'On hold'.
COD?	Indicates ‘Collect on Delivery’. The system displays “Yes”, if the Pay Term identified in the corresponding Customer Order is identified as an applicable Pay Term for COD. (This is indicated by the parameter "Pay Terms Applicable for COD Shipment" defined as “Yes” for the Category "Shipping Note" in the “Set Inventory Process Parameter” activity of the Logistics Common Master” business component.
Shipping Area	The shipping Area where rejected parts are available in the warehouse. Note: If the Ref. Doc Type is ‘Receipt’ and if Display Option is selected as 'Document Level', the Shipping Area field displays the concatenation of the distinct Shipping Areas (Area ID provided in the ‘Movement Details tab’) for all the records in the ‘Goods Inward’ Movement Details. If the Ref. Doc Type is ‘Receipt’ and if Display Option is selected as 'Part Level', the Shipping Area field displays the concatenation of the distinct Shipping Areas (Area ID provided in the Movement Details tab) for all the records corresponding to the Part # displayed in the ‘Goods Inward’ Movement Details. If the Ref. Doc. Type is ‘Issue’, the system leaves the Shipping Area field blank.

Enter the following below the multiline:

Shipping Details Recording Option

Use the drop-down list box to select any one of the following options:

Part Level – Indicates the shipping note details are recorded at part level
Serial #/ Lot # Level – Indicates the shipping note details are recorded for all the Serial # /Lot # of the part.

The system displays the value “Part Level” by default.

To proceed, carry out the following:

Select the checkbox against the record in the multiline.
Click the “Record Shipping Note” link at the bottom of the page.
Click the “Group Customer Order for Shipping” link to group reference documents for shipping.

Selecting reference document for recording shipping note– An overview

You can enter the search criteria to retrieve the reference document of the Issue # for which the shipping note needs to be created. The search criteria allow you to narrow the search and select the records for which you require to record the shipping note details. Example, if you select the option “Exclusive” from the “Hazmat Parts” field and click on “Search”, the system will retrieve only the hazmat parts records associated to the Issue #. You can record the shipping note details for the selected records in the “Record Shipping Note” page.

Also, you have the provision to select the “Shipping Details Recording Option” as Part # or Serial/Lot# to record the shipping note against the part # or serial/Lot # of the parts.