Road Map: Order Shipment Selection

Use the Order Shipment Selection (OSS) program to obligate and create shipments for selected sales orders or order lines. See Background for more information.

Before you run this program each time

You should run these programs:

  • Sales Order Maintenance (OE) to enter orders and optionally obligate items and create shipments.

OR

Quote-to-Order Transfer (EPIB) to transfer:

  • Sales orders imported from ASCII files with Order Import (EPI).

  • Sales quotations entered with EDI/Sales Quote Maintenance (QOE).

  • Customer projects transferred with Project Maintenance (PSM).

  • Orders created with Repetitive Billing Report (RBIC).

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Inventory Control Options) to set these options: Negative inventory allowed, Calc available using committed/obligated, and Auto-allocation suggestion code, which determines the items to obligate.

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Document Output Parameters Maintenance (TDOC) to set whether to output a picking list immediately or queue it, how many copies to output to which devices, and whether to include a header image, the document's ISO number, and boilerplate text.

  • Customer Maintenance (CM) to set up a record for each customer, including the Multi shipments?, Allow split lots?, Priority code, and Ship via fields.

  • Enterprise Item Maintenance (IM) to set up items for your enterprise.

  • Branch Item Maintenance (IMB) to set up items for your branch.

  • Branch Maintenance (TBM) to set up branches.

  • Branch Groups Maintenance (TGM) to set up branch groups.

  • Ship Via Codes Maintenance (TSV) to set up ship via codes.

  • Export Declaration Codes (TED) to set up export declaration codes for selection for non-stock items.

  • Sales Region Maintenance (TSR) to set up sales regions.

After you run this program

You will most likely run these programs in this sequence:

  1. (Optional) Picking List Print Queue (OPKPM) to process the queue.

OR

Picking List Print (OPK) to print or reprint a picking list for a specific sales shipment.

  1. Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

  1. Packing List Print Queue (OPLPM) to process the queue or Packing List Print (OPL) to print or reprint a packing list for a specific shipment; the list includes all items ordered whether or not these items are in this shipment.

OR

Packing Slip Print Queue (OPAKPM) to process the queue or Packing Slip Print (OPAK) to print or reprint a packing slip for a specific confirmed shipment.

  1. Bill of Lading Print Queue (BLPPM) to process the bill of lading queue.

OR

Bill of Lading Print (BLP) to print or reprint a specific bill of lading document, and optionally, a commercial invoice if the shipment is to another country.

  1. AR Invoice Register (RR) to select a batch of confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

You may also run these programs:

  • Sales Order Inquiry (OQ) to display a sales order.

OR

Sales Order Line Inquiry (OIQ) to display a summarized sales order.

  • Shipment by Order Inquiry (OSSQ) to display the status of a shipment