Grouping reference documents for shipping

This page enables retrieving the order documents containing the parts that need to be shipped together. Also, facility to remove one or more order documents from a group is also provided.

Select the “Group Ref. Documents for Shipping” activity under the “Stock Issue” business component.

The “Group Ref. Documents for Shipping” page appears.

Enter the following in the “Search Criteria” group box:

Ref. Doc. Type	Use the drop-down list box and select the type of the reference document for grouping. The system lists and defaults the value “Customer Order”.
Trading Partner #	Use the drop-down list box and select the Trading Partner. The system lists and defaults the value “Customer”. Enter the trading partner number in the editable field provided alongside. On search, the system retrieves all the reference documents which contain the Trading Partner # specified here.
Grouped?	Use the drop-down list box and select “Yes” to retrieve the records that are already grouped. Select “No” to retrieve the records that are not grouped. Leave this field bank to retrieve all the grouped and ungrouped records. By default, the system leaves the field blank.
Shipped?	Use the drop-down list box and select “Yes” to retrieve only the reference documents containing the parts which are shipped. Select “No” to retrieve the reference documents with parts which are not shipped or partially shipped. Leave this field blank to retrieve and display all the reference documents irrespective of whether the parts are shipped / not shipped. By default, the system leaves the field blank.
Search On	Use the drop-down list box and select the search values to retrieve the records in the multiline. The system lists the values 'Customer Order #', 'Customer Order Date', 'Customer PO #', 'Cust. Goods Receipt #', 'PDD <=', 'Event #', 'Order Category', 'Order Priority' and 'User Status'. If ‘Order Category’ is selected in ‘Search On’ drop-down list box, the system lists all the Order Categories in 'Active' status, defined under the Entity Type ‘Category’ in the “Define Process Entities” activity of the “Common Maters” business component, in the drop-down list box displayed alongside. On selecting ‘Order Priority’, the system lists all the Order Priorities in 'Active' status, defined in “Manage Priority Codes” activity of the “Logistics Common Master” business component, in the drop-down list box displayed alongside. On selecting ‘User Status’, the system lists all the User Status in 'Active' status, defined in the “Maintain Category Codes” activity of the “Category” business component, in the drop-down list box displayed alongside. For other values selected in ‘Search on’ drop-down list box, the system hides the second drop-down list box and displays an editable field to enter appropriate values. By default, the system displays blank in the ‘Search On’ drop-down list box.
Group Ship ID	The group ID under which the reference documents are grouped. On search, the system retrieves the reference documents that are grouped under the Group Ship ID specified here.

Click the “Search” pushbutton to retrieve the reference document details in the multiline.
Enter the following in the “Group Ref. Documents” multiline:

Ref. Doc. Type	Use the drop-down list box to select the reference document. The system lists and defaults “Customer Order”.
Ref. Document #	The number identifying the reference document which is the customer order number. Mandatory. The reference document number cannot be duplicated in the multiline.

Note: The ‘Ref. Doc. Type - Ref. Document #’ combination must be valid.

The system displays the following in the multiline:

Group Ship ID	The grouping ID under which the reference documents are grouped.
Trading Partner Type	The type of the trading partner which could be “Customer”.
Trading Partner #	The number identifying the trading partner which could be customer number.
Trading Partner Name	The name of the trading partner i.e. Customer name.
Ref. Doc. Status	The status of the reference document (customer order), which could be “Draft”, “Fresh”, “Returned”, “Approved”, “Confirmed” or “Processed”.
Ref. Doc. Date	The date of the reference document.
Shipped?	Indicates whether the parts are shipped. The system displays “Yes” or “No”.
PDD	The Promised Delivery Date specified in the customer order.
Customer PO #	The purchase order placed by the customer.
Goods Receipt #	The goods receipt document associated to the customer order. Click the hyperlinked ‘Good Receipt #’ to invoke the “Manage Goods Receipt” screen.

Note: Ensure that at least one record is selected in the multiline for processing.

Click the “Group” pushbutton to group the reference documents.

Ensure the following before clicking the “Group” pushbutton:

At least one Numbering Type is defined in ‘Active’ status for the transaction 'Group Ship ID' in the “Document Numbering Class” business component. At least one Numbering Type must be set as Default if multiple numbering Types are defined.
Group Ship ID is not available for at least one of the records selected in the multiline for processing.
All the records selected in the multiline must have the same Group Ship ID.
‘Shipped’ must not be “Yes” for the records selected for processing.

The system performs the following on clicking the “Group” pushbutton:

Generates unique Group Ship ID to group all the Ref. Document # selected, if all the records selected for processing does not have a Group Ship ID.
If Group Ship ID is not available for few of the records that are selected for processing but is available for the other records selected, the system copies the same Group Ship ID to the records that does not have Group Ship ID and saves the information.
Click the “Remove” pushbutton to remove the reference document(s) from the group.
Ensure that Group Ship ID is available for the records selected.
‘Shipped’ must not be “Yes” for the records selected for processing.
The system removes the records from the Group Ship ID and displays a success message. If there is only one record left for the Ship Group ID after removal of Ref. Document # selected, the system automatically removes it also.

To proceed carry out the following:

Click the “View Customer Order” link to view the customer order details.

Refer to "Customer Order - Services" Online Help for more details.