Background: Secured Confirmation
Use the Secured Confirmation (SOC) program to create and confirm a shipment. See Road Map for work flow.
This topic has these subtopics:
Comparison with Sales Shipment Confirmation (OC)
Secured Confirmation is similar to the Sales Shipment Confirmation (OC) program. Use Secured Confirmation if you do not want to display financial details on the order. In addition, Secured Confirmation does not allow the operator to:
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Modify fields on the shipment header.
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Change the ship-to address.
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Delete a shipment.
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Enter a payment on the Totals screen.
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Change taxes and whether taxes apply to freight an miscellaneous charges.
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Reverse a confirmed shipment.
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Place a shipment on hold.
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Apply a deposit to an order.
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Display or change surcharges.
Sales Shipment Confirmation allows the operator to perform all of these tasks.
Create a Shipment
If a shipment has not yet been created, you must create one. You can create a shipment with Sales Shipment Confirmation for the line items that have been obligated. See Overview: Obligation and Shipment Creation.
There are other methods you can use to obligate items and create shipments:
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The order entry operator can obligate the items ordered, either automatically or manually, and then click Create ship in the Sales Order Maintenance (OE) program.
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You can run the Sales Order Auto Processing (OAP) to obligate items and create shipments.
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You can run the Order Shipment Selection (OSS) program to select the orders or lines you want to obligate and create shipments for them.
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System creates a shipment when you receive items ordered from a vendor or another branch for a specific sales order, if you selected the Create shipment when supply received? option for your branch in the System Options Maintenance (XM) program (Order Processing Options).
You cannot create a shipment for an order that is on either credit hold or on hold for non-credit reasons. You cannot create a shipment for sales order lines that have a future date in the Expected ship field.
Multiple Shipments
In most cases you will create one shipment per order. However, if items are not available in sufficient quantity, you may create multiple shipments. A customer may place a blanket order or request that specific line items ship on future dates.
The system assigns 001 to the first shipment you create. When you or the system creates the next shipment, its number is 002.
Partial Shipment
When you enter NEW in the Shipment number field or leave that field blank and no shipment exists, the program prompts Include all material not currently on a shipment and obligated through [date]. You can click Partial to select the specific lines you want to ship.
The program does not create a shipment for sales order lines that have a future date in the Expected ship field unless you select Ignore ship date for partial selections? You may want to select this field when you are prepared to ship items earlier than expected and your customer will be happy to receive them ahead of schedule.
Confirm a Shipment
You must confirm each shipment. Confirmation means that the items have shipped. Confirmation causes inventory to be updated, which reduces the quantity on hand. In addition, the program computes order totals and taxes. Then the shipment's status changes to confirmed.
Change Shipment Information
Before you confirm shipment, you can enter or change:
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Freight, miscellaneous charges, and the Ship via, and Tracking no fields
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Change the quantity shipped
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Notes for the shipment header, shipment totals, and lines
After confirmation, but before a shipment is invoiced, you can change:
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Freight, miscellaneous charges, and the Ship via, and Tracking no fields
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Notes for the shipment header, shipment totals, and lines
After invoicing, you can change:
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Line notes
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The Ship via, and Tracking no fields
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The Rev ship date and Revised reason fields
Program Options
If you typically confirm shipment and rarely change shipment information or quantities shipped, you may want to select the Show totals screen at entry? Program option. When you select this option, the Shipment totals screens displays rather than the fields on the shipment header. This allows you to enter freight and miscellaneous charges, change the ship via code, enter the tracking number, and click Confirm.
Click Prog opts, select Show totals screen at entry?, and select S/O confirmation (OC)? Alternatively, your system administrator can run the User Options Maintenance (UOPT) program to set or change options for all users of these programs, for all users at a branch, or for specific users.
Audit Trail
To activate an audit trail, select one of the files listed below in the Audit Trail Maintenance (XAT) program. The system records all transactions. You can then run the Audit Trails (ATR) program and select that file to print a report of these transactions.
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O1S: Shipment Header
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O1SB: Shipment Addresses
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O1SF: Shipment Freight Detail
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O1SL: Shipment Lines
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O1SM: Shipment CP Components