Road Map: Secured Confirmation

Use the Secured Confirmation (SOC) program to create and confirm a shipment. See Background for more information.

Before you run this program each time

You should run these programs in this sequence:

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

One-Step Invoice Entry (RE) to enter an order, obligate items, create a shipment, and confirm the shipment in one step.

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).

(Conditional) Order Shipment Selection (OSS) to obligate and create shipments for selected sales orders or order lines, if you have not done so with Sales Order Maintenance (OE).

OR

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.

Before you run this program the first time

You should run these programs:

System Options Maintenance (XM) (Order Processing Options) to set the Create shipment when supply received? option.
System Options Maintenance (XM) (Enterprise Options) to set the Sales tax license desc 1 and Sales tax license desc 2 options and 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.
User Maintenance (UIM) to set up users and assign an Inventory group that includes the branch of those who will run Sales Shipment Confirmation.
(Optional) User Options Maintenance (UOPT) to set the Show totals screen at entry? and Allow barcoded shipment entry? options for all or selected users in a branch or click Prog opts in this program to set the option for a specific user.
Document Output Parameters Maintenance (TDOC) to set whether to output a picking list, packing slip, or packing 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.
Ship Via Codes Maintenance (TSV) to set up ship via codes.
Output Device Maintenance (XDM) to set up the output devices you plan to use.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs in this sequence:

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.

Packing List Print Queue (OPLPM) to process the print 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.

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the bill of lading.
Bill of Lading Print Queue (BLPPM) to process the bill of lading queue.

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.

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 Shipment Confirmation Inquiry (OCQ) to display a new, confirmed, or invoiced shipment and the surcharges applied to a line.
Shipment by Order Inquiry (OSSQ) to display the status of a shipment.
Sales Order Inquiry (OQ) to display a sales order.

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

Open Order Line Report (OLR) to print a list of sales order lines that have not been shipped.
Open Shipment Line Detail Inquiry (OSDQ) to display sales order lines for which shipments have been created and may have been confirmed, but not invoiced
Order Line Shipment Inquiry (OSLQ) to display the shipment for a line.
Shipping Backlog by Item (SBI) to display a list of items that have not shipped.
On-Time Shipment Report (OAL) to print a list of on-time shipments.