oldSelecting issue document for recording shipping details

Selecting issue document for recording shipping details

This page allows you to select the confirmed issue document for recording shipping details. Tell me more.

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

The “Select Issue Document” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following field in the “Direct Entry” group box, if you are aware of the issue number, for which you want to record shipping details.

Issue #

The number identifying the issue, for which the shipping details are to be entered (Alphanumeric, 18).

Select the “Record Shipping Details” link provided alongside, to record shipping details for the selected issue.

To search for issue document

Enter the following fields in the “Search Criteria” group box, to search for the issue. Data entry in the following fields is optional:

Issue #	The number identifying the issue, for which the shipping details are to be entered (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.
Status	Use the drop-down list box to select the status of the issue for which the shipping details are to be entered. The system lists the option as "Confirmed"and leaves the field blank by default.
Ref. Document Type	Use the drop-down list box to select the type of the reference document against which the issue is created. The system lists the options “Stock Transfer Order”, “Rental Order”, “Loan Order”, “PBH Exchange PO”, “Exchange PO”, "Subcontract Order Issue", “Repair Order”, "Pack Slip", "Tools Issue" and “Unplanned Issue”. The system leaves the field blank by default.
Ref. Document #	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.
From Date	The issue document creation date, starting from which the shipping details are to be recorded (Date Format). The system retrieves all the issue documents that are created on or after the date specified here. Leave this field blank to retrieve all the issue documents irrespective of the issue creation date. The system will default a date that is seven days earlier than the current server date.
To Date	The issue document creation date, until which the shipping details are to be recorded (Date Format). The system retrieves all the issue documents that are created on or before the date specified here. Leave this field blank to retrieve all the issue documents irrespective of issue creation date. The system displays the current server date by default.
Requesting Location	Use the drop-down list box to select the organization unit in which the reference document is created. Leave this field blank if you do not wish to specify the requesting location.
User Status	Use the drop-down list box to select the user status. The user status must be of the type “User Status” defined in the ‘Create Quick Codes” activity and must be in “Active” status. The system displays “Space” by default.
Part #	The code identifying the part for which the reference 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 reference document numbers that have part numbers similar to the value entered here.
Part Type	Use the drop-down list box to select the type of the part. The system displays “Component”, "Expendable, “Tool”, “Consumable”, “Raw Material” ,"Miscellaneous"and “Kit”. Leave this field blank to retrieve the stock issue irrespective of the part type. The system leaves the field blank by default.

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

The system displays the following details in the “Search Results” multiline:

Issue #	The number identifying the issue.
Issue Status	The status of the issue document, which could be ”Confirm”.
Note: The system displays only those issue documents, for which the reference document is in a) “Partially Issued” status, for stock transfer b) “Shipped” or “Acknowledged” status, for rental order c) “Shipped” status, for loan order d) “Issued” or “Acknowledged” status, for repair order. e)When the reference document is “Purchase order”, the PO document status is “Open” and its core status is “Open” or “Core Due”, for “Exchange PO” and “PBH Exchange PO”.
Ref. Document Type	The type of the reference document, which could be “Stock Transfer”, “Repair Order”, “Rental Order”, “PBH Exchange PO”, “Exchange PO”, “Subcontract Order” or “Loan Order”, "Pack Slip", "Tools Issue" and “Unplanned Issue”.
Ref. Document #	A code identifying the reference document of the issue for which you want to record shipping details.
Warehouse #	The number identifying the warehouse where the issue has been raised.
User Status	The user status of the issue for the warehouse.
Requesting Location	The organization unit from where the reference document is created.
Destination Location	The organization unit where parts are to be reached.
Created Date	The date on which the issue was created.

To proceed, carry out the following

Click the hyperlinked issue number in the multiline, to record the shipping details.

Selecting issue document for recording shipping details – An overview

If you know the issue number, you can enter it directly. Otherwise, you can carry out a search based on the issue number, the number of the reference document, the type of the reference document, the requesting location, status of the issue and the user defined status.

You can also search based on the part number, the description of the part and the type of the part. The issue number, the status of the issue, the number and type of the reference document, the warehouse number, requesting and the destination location, user status and the created date of the issue are displayed in the multiline.