Shipping the pack slip

This page allows you to ship the quantity of the part issued in the pack slip to the respective customer. In this page you can also modify the quantity of the parts to be shipped. You can specify the part details, shipping details and address to where the shipping is to be made.

Select the “Ship Pack Slip ” link in the “Select Pack Slip #” page. Alternatively, select the hyperlinked pack slip number in the multiline of the page.

The “Ship Pack Slip” page appears.

The system displays the following:

Date & Time Format

The format in which the date and fields are displayed in this page. This format is displayed from the "User Preferences" business component by default.

The system displays the following field in the “Pack Slip Details” group box:

Pack Slip #	The number identifying the pack slip, based on which the part is to be shipped.
Pack Slip Date	The date of the creation of the pack slip.
Status	The status of the pack slip, which would be “Issued”.

Enter the following field in the “Pack Slip Details” group box to create the pack slip details:

Shipment Date & Time	The date and time of shipment of the pack slip (Date Format). Ensure that date and time is defined in the “User Preferences” business component.
User Status	Use the drop-down list box to select the user status of the pack slip. The system lists all the quick codes of the type “User Status” defined in the ‘Create Quick Codes” activity in the current component. Leave the field blank, if you do not wish to specify the user status.

The system displays the following field in the “Pack Slip Details” group box:

Pack Slip Type

The type of the pack slip, which could be “Customer Goods” or “Customer Based Order” or “Part Sale”.

The system displays the following field in the “Customer Information” group box:

Customer #	The code identifying the customer.
Customer Name	The name of the customer.

The system displays the following field in the “Reference Document Details” group box:

Ref Doc Type	The type of the reference document, which could be “Customer Order” or “General”.
Ordering Point	The organization unit, at which the order is placed.
Reference Document #	The code identifying the reference document that is associated with the pack slip.
Amendment #	The number identifying the latest amendment number of the reference document
Document Date	The date of the reference document.
Other References	Any other additional reference document pertaining to the creation of the pack slip. Zoom facility available.

Enter the following fields in the “Ship To Address Details” group box:

Ship To Customer #	Use the drop-down list box to select the customer to whom the good is to be shipped (Alphanumeric, 18). The system lists all the active customer numbers as defined in the “Customer” business component.
Ship To Address	Use the drop-down list box to select the address id where the good is to be shipped (Alphanumeric, 40).
Address	The detail address or the exact location of the customer for whom the goods is shipped. (Alphanumeric, 40).
Contact Person	The person to be contacted for delivering the goods (Alphanumeric, 80).
Work Phone #	The telephone number of the contact person (Alphanumeric, 30).
E-Mail	The electronic mail identity of the contact person (Alphanumeric, 60).
Fax	The fax number of the contact person (Alphanumeric, 40).

The system displays the following field in the “Ship To Address Details ” group box:

Delivery Area

The area or the location where the goods are to be delivered.

The system displays the following field in the “Part Details ” multiline:

Line #	The unique number generated by the system, to identify the row in the multiline.
Part #	The number identifying the part to be shipped.
Customer part #	The number identifying the part requested by the customer.
Condition	The condition of the part which could be 'New' or 'Over Hauled' or 'Serviceable' or 'Un-Serviceable' or 'Phased Out'.
Stock Status	The status of the stock.
Pack Slip Quantity	The quantity of the part requested by the customer.
Allocated Quantity	The quantity of the part that has been allocated to the customer.
Issued Quantity	The quantity of the part to be issued to the customer.

Enter the following field in the “Part Details” group box:

Shipped Quantity

The quantity of the part to be shipped to the customer from the respective warehouse. (Integer). Mandatory. Ensure that “Shipped Quantity” is the total of the lot number and serial number controlled parts, if the parts are serial controlled or lot and serial controlled.

Note: Ensure that the “Shipped Quantity” is less than or equal to the “Issued Quantity”.

The system displays the following field in the “Part Details ” multiline:

UOM

The unit of measurement for the part that is being requested by the customer (Alphanumeric, 10) Mandatory.

Note: Ensure that the “UOM” of the part is in “Active” status as defined in the “Unit of Measurement“ business component.

Part Type	The type of the part which could be “Component”, “Miscellaneous” “Expendables”, “Tool”, “Consumable”, “Raw Material” and “Kit” which is being shipped.
Part Description	The textual description of the part being allocated.

Check the box in the “Select” column of the multiline to mark the part number for deletion.
Click the “Delete” icon in the tool bar above the multiline, to delete the part number selected in the multiline.

Note: On deletion of the part number, all the information pertaining to the Warehouse, Zone and Bin details are deleted from the storage details.

Enter the following fields in the “Shipping Information” group box:

Shipment Type

Use the drop-down list box to select the type of shipment. The system displays all the “Active” shipment types as defined in the ”Create Category Type” activity of the “Category” business component.

Carrier #

The code identifying the carrier through which the stock must be shipped (Alphanumeric, 150).

Note: The carrier # entered here must be Active and valid as defined in the Maintain Carrier / Agency Codes activity in Logistics Common Master.

Help facility available.

Transportation Mode	Use the drop-down list box to select the mode of transportation. The system displays all the “Active” transportation types as defined in the ”Create Category Type” activity of the “Category” business component.
Vehicle/Flight #	The number identifying the vehicle to be used for transporting the stock to the location (Alphanumeric, 20).
Freight Billable	Use the drop-down list box and set the field to “Yes”, to set the freight as billable for the stock. The system lists the options as “Yes” and “No”. The system displays “No” by default.
Freight Amount	The freight charges that has been levied for the stock’s transfer. (Decimal).
Port Of Destination	The port to which the stock is designated to arrive. (Alphanumeric, 40).
Freight Terms	Use the drop-down list box to select the term of the freight. The system displays all the “Active” freight terms as defined in the ”Create Category Type” activity of the “Category” business component.
Way Bill #	The number identifying the document, containing the list of goods with shipping instructions related to a shipment (Alphanumeric, 40).
PRO No	The bill number identifying a carrier's contract and receipt for goods when transportation is by land. The carrier agrees to transport from one place to another by and to deliver to a designated person. In case of loss, damage, or delay, this bill is the basis for filing freight claims (Alphanumeric, 40).
AWB No	The air way bill number identifying a carrier's contract and receipt for goods when transportation is by air. The carrier agrees to transport from one place to another by and to deliver to a designated person. In case of loss, damage, or delay, the air way bill is the basis for filing freight claims (Alphanumeric, 40).
BOL No	The bill of lading number identifying a carrier's contract and receipt for goods when transportation is by sea. The carrier agrees to transport from one place to another by and to deliver to a designated person. In case of loss, damage, or delay, the bill of lading is the basis for filing freight claims (Alphanumeric, 40).
INCO Terms	The International Commercial Term indicating the party, such as the supplier, carrier or customer, with whom the risks and responsibilities lie, when parts are being shipped. Some examples are Free on Board, Ex Works and Free Alongside Ship.
Tracking #	The code identifying the document that can be used for tracking the shipment (Alphanumeric, 20).
Insurance Liability	Use the drop-down list box to indicate who should bear the insurance amount. The system displays the options as “Shipper”, “Carrier” and “Consignee”. The system displays “Shipper “ by default.
Insurance Terms	The term of the insurance (Alphanumeric, 150). Zoom facility available.

Select the following fields in the “Packaging Details” group box:

Packaging Code : Cores	Use the drop-down list box to select the packaging code for core type of parts. The system displays all the “Active” packaging codes as defined in the “Logistics Common Master” business component.
Hazardous Product	Use the drop-down list box and set the field to “Yes”, to indicate the product is hazardous. The system lists the options as “Yes” and “No”. The system displays “No” by default.
Packaging Code : Spares	Use the drop-down list box to select the packaging code for spare type of parts. The system displays all the “Active” packaging codes as defined in the “Logistics Common Master” business component.
Shipping Label	Use the drop-down list box to select the shipping label. The system displays all the “Active” shipping labels as defined in the ”Create Category Type” activity of the “Category” business component.
Packaging Code : Serviceable Component	Use the drop-down list box to select the packaging code for serviceable type of parts. The system displays all the “Active” packaging codes as defined in the “Logistics Common Master” business component.

Enter the following field in the “Comments” group box:

Shipping Comments

Any other additional information pertaining to the allocation of pack slip.(Alphanumeric, 255).

Zoom facility available.

To ship the pack slip, carry out the following

Click the “Ship Pack Slip” push button, to ship the pack slip.

The system updates the status of the pack slip as “Shipped”.

Note: For the “Part Sale “ pack slip, if the “Auto Invoicing of Part Sale Pack Slip” is set as “Required” in the “Set Options” activity, then the system generates the invoice on clicking the “ship Pack Slip” push button.

To modify the quantity details, carry out the following

Check the box in the “Select” column of the multiline, to mark the part whose quantity is to be modified.
Click the “Edit Quantity details” pushbutton, to modify the quantity of the part to be shipped.

The system updates the modified quantity details along with the serial and lot number details of the to be shipped.

Note: To modify the quantity details ensure that the pack slip is not in “Shipped “ status.

Note: Ensure that “Shipped Quantity” is the total of the lot number and serial number controlled parts, if the parts are serial controlled or lot and serial controlled.

To proceed, carry out the following

Select the “Edit Shipped Lot & Serial Details ” link at the bottom of the page, to enter the serial and lot number details of the shipped pack slip.
Select the “Edit References Details” link at the bottom of the page, to modify the reference details pertaining to pack slip.
Select the “Generate Pack Slip Report” link at the bottom of the page, to generate details of the pack slip document.
Select the “Generate Pack Slip Shipping Report” link from the bottom of the page, to generate details of the pack slip shipping document.

What you can do in this page

Modify the quantity to be shipped

Indicate the freight as billable

Specify the bearer of the insurance

Indicate the goods as hazardous

Modify the quantity to be shipped

You can modify the quantity of the issued part to be shipped.

Enter the modified quantity of the part to be shipped in the “Part Details” multiline.
Click the “Edit Quantity Details” push button.

Indicate the freight as billable

You can specify if the freight charges have to be levied for the requested stock’s transfer.

In the “Freight Billable” drop-down list box.

Set the “Freight Billable” as “Yes”, to indicate the freight has to be levied on the stock transfer.
Set the “Freight Billable” as “No”, to indicate the freight need not be levied on the stock transfer.

Specify the bearer of the insurance

You can specify the person who bears the insurance amount.

In the “Insurance Liability ” drop-down list box.

Select “Shipper”, if the person who ships is the bearer of the insurance.
Select “Carrier”, if the person who acts as a carrier of the goods is the bearer of the insurance.
Select “Consignee ”, if the person who is the consignee of the goods is the bearer of the insurance.

Indicate the goods as hazardous

You can specify if the goods that are being shipped is hazardous.

In the “Hazardous” drop-down list box.

Select “Yes”, to indicate that the good being shipped is hazardous.
Select “No”, to indicate that the good being shipped is non hazardous.