Related topics
- About NCC selling
- About pick list confirmation
- About working with sales order fees
- About unit handling in IBS Enterprise
In this program you report the dispatch quantities and discrepancies for items printed on pick lists. If IBS Service is installed and activated you will be able to use this program to confirm returned lists.
- Pick list number
- Enter the number of the pick list you want to confirm. If you enter a value in this field then you must not enter any information in the Pick consolidation and Shipment number fields.
- Pick consolidation
- Enter the number of the pick consolidation you want to confirm. If you enter a value in this field then you must not enter any information in the Pick list number and Shipment number fields. Note: If a pick consolidation number is entered, the next panel will list all of the pick lists that are included in it.
- Shipment number
- Enter the number of the shipment that you want to confirm. If you enter a value in this field then you must not enter any information in the Pick list number and Pick consolidation fields. Note: If a shipment number is entered, the next panel will list all of the pick lists that are included in it.
- Dispatch date
- Enter the date that the pick list(s) should be dispatched. The date from the order header is defaulted.
- Return list
- This field is only displayed if IBS Service is installed and activated. Indicate if it is a return list you are confirming.
- Suspend pick error
- This field is only displayed if IBS Warehouse Management is installed and activated. This field is set to YES by default meaning that the system will perform a suspension check according to the definition made for the zone in the Warehouse zone table. Set this field to NO if you want the system to continue with the pick list confirmation process without suspending the location.
Pick list confirmation (DMR33002)
The panel is only displayed if a pick consolidation number was entered on the initial panel.
Options
| Select | Select this option to confirm a pick list. |
| Full dispatch | Select this option to confirm all order lines on the consolidated pick list. The value of the dispatched quantity will be defaulted to the ordered quantity. |
- Pick list
- Displays the pick list number included in the consolidated pick list.
- Customer
- Displays the customer number.
- Name
- Displays the name of the customer.
If you want to confirm several lines at a time, mark the ones that you wish to confirm and click OK. The system will display them, one at a time, for you to confirm.
Pick list confirmation (DMR33005)
The panel is only displayed if a shipment number was entered on the initial panel.
If you want to confirm several lines at a time, mark the ones that you wish to confirm and click OK or use the Select option. The system will display them, one at a time, for you to confirm.
Options
| Select | Select this option to work with the order lines included in the pick list number. |
| Full dispatch | Select this option to confirm all order lines on the consolidated pick list. The value of the dispatched quantity will be defaulted to the ordered quantity. |
Selection fields
- Shipment number
- Displays the shipment number.
- Pick cons
- Displays the pick consolidation number. A value is only displayed in this field if the shipment was included in a pick consolidation.
- Pick list
- Displays the pick list number.
- Customer
- Displays the customer number.
- Addr
- Displays a code from the Business partner file, Address file panel denoting the customer’s delivery address.
- Name
- Displays the customer name.
Pick list confirmation (DMR33008)
On this panel the detail lines for the pick lists that can be changed are displayed.
Note: If the pick list has already been confirmed you will not be able to exit this program by clicking Back. Instead, you will have to exit the program by clicking OK.
If the ordered quantity is equal to the dispatched quantity:
- click Full dispatch/Return suggested to default the value of the ordered quantity to the Qty dsp (quantity dispatched) field. Note: For allocated items, when you click Full dispatch/Return suggested only the allocated quantity will be defaulted.
If the ordered quantity is not equal to the dispatched quantity:
- enter the correct value in the Qty dsp (quantity dispatched) field.
- If a line will not be delivered, do not enter a value in the Qty dsp field.
For batch-controlled items: The Batch entry panel will automatically be displayed if:
- the input fields (under the Bch/SN column) are marked and you clicked OK.
- the ordered quantity is not equal to the dispatched quantity
The Batch file will be updated for all lines (including BtB transit order lines) that have not been previously updated (e.g. earlier confirmed or entered by call to the Order line entry panel by clicking Maintain order).
When returning from the Batch entry program by clicking Back, the line will not be updated with batch information.
The backlog code is displayed and can be updated for each line.
- if you change the backlog code: (Main info if you change the setting from NO to YES), and the backlog code on the Order header panel is set to NO, a warning message will be displayed.
- to backlog the line: parameter backlog code on the Order header (in Sales order maintenance), must be changed to YES.
If the Lost sales tracking function is activated, and:
- the Backlog field is set to NO
- the pick list is confirmed with a quantity lower than the ordered quantity
then the Lost sales tracking panel will be displayed and you will have to enter a reason for the lost sale.
Fictitious item lines that have not been printed on pick lists will be marked with an asterisk in the P column. Note: Fictitious item lines are defined in the Fictitious item type table (Main info the Fict itm on pick lst field is set to NO.
Function keys
| Full dispatch/Return suggested | There are two functions behind this key:
Full dispatch: If the Qty dsp field is left blank, and you click Full dispatch, the order quantity will be defaulted to the dispatched quantity. If however, a quantity is entered, and you click Full dispatch, the quantity entered will be the dispatched quantity. Return suggested: This function is only available if IBS Service is installed and activated and you are confirming a return list. The quantity displayed in the Qty ret field is defaulted from the quantity entered in the Work with service order part returns program. If you have changed this quantity and you want to retrieve the original quantity returned, click Return suggested. Note: If an order structure is pick confirmed, the confirmed component quantity will be adjusted according to the confirmed parent item quantity. This is only true for components that are displayed after the parent item, and for which no quantity has been confirmed. |
| Maintain order | Access the order lines panel. |
- Line
- Displays the pick list line number.
- Order number
- Displays the order number.
- Item
- Displays the item of the line.
- Qty ord
- Displays the ordered quantity on the line. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
Note: This field is not displayed if you are confirming a return list.
- Qty dsp
- This field is only displayed if IBS Service is installed and activated and you are confirming a return list. Displays the dispatched quantity, Main info the quantity confirmed when the corresponding pick list was confirmed. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
- Qty ret
- This field is only displayed if IBS Service is installed and activated and you are confirming a return list (the Return list field is set to YES on initial panel). The quantity displayed is defaulted from the quantity entered in the Work with service order part returns program. If you have changed this quantity and you want to retrieve the original quantity returned, click Full dispatch/Return suggested. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
- Qty dsp
- Enter the dispatch quantity. If the unit is equal to the D/E-unit for the item, this quantity could display two units in the same quantity field. The partial units could be displayed with decimal positions for the Display/Entry unit or by a dual display/entry of both the Display/Entry unit and the Stock unit separated by a user-defined delimiter. See About display/entry unit handling for more information.
- Goods type
- Displays the goods type of the item.
- Pack type
- Displays the package type.
- Bch/SN
- The input field below this column is used for batch-controlled items and serial number tracked items.
If the item is under batch-control, an asterisk (*) is displayed beside the field in the Def column if batch information is defined for the line. To change the batch, enter any character in the input field and click OK. The Batch entry panel will be displayed, where you can change batch information.
If the item is a serial number tracked item, an asterisk (*) is displayed beside the field in the Def column if a serial number is defined for the line. To change the serial number, enter any character in the input field and click OK. Panel Serial number entry will be displayed, where you can change the serial numbers.
- Def
- An asterisk (*) in this column denotes that the item beside it in the Bch/SN column has either a serial number or a batch number defined for the line being confirmed.
- Commodity code
- Displays the commodity code for the item.
- Bl
- Indicate if the order line will be backlogged if the delivery is not complete. This field is set to YES by default if the Backlog fields on the Order header and Order line have been set to YES. Otherwise the default setting is NO. This code can be changed. Note: No YES/NO setting is displayed when confirming return lists, but the backlog code will be updated to NO during the confirmation.
- P
- Fictitious item lines that have not been printed on pick lists, Main info the Fict itm on pick lst field in the Fictitious item type table is set to NO, will be marked with an asterisk under this column.
- NCC number
- Only displayed if the following is true:
- The NCC-SELL (NCC Selling) function is activated in the Function control file.
- The sales order line being pick confirmed has a reservation of the quantity against the NCC number.
Displays the number of the Non-conformity certificate against which the reservation is made. See About NCC selling for more detailed information.
Pick list confirmation (DMR33011)
This panel allows you to enter five different types of fees. The fees will be displayed on the invoice and added to the invoice total.
These fees are entered per order number, Main info one line per order number will be displayed, since a pick list can contain several orders. The fields regarding Break pick list in the Warehouse table, control if a pick list is allowed to contain several orders.
- Order
- Displays the order number.
- Type
- Displays the sales order type.
- Freight
- Enter the freight fee. If the order generates back orders in the system, this fee will only be invoiced on the first invoice that is sent to the customer.
- Postage
- Enter the postage fee. If the order generates back orders in the system, this fee will only be invoiced on the first invoice sent to the customer.
- Insurance
- Enter the insurance fee. If the order generates backorders in the system, this fee will only be charged on the first invoice that is sent to the customer. If this field is completed, the Ins. % field must be blank.
- Ins.%
- Enter the insurance percentage. If the order generates backorders in the system, this fee will only be charged on the first invoice that is sent to the customer. If this field is completed, the Insurance field must be blank.
The insurance value is calculated as:
(Insurance % * totals of the order lines) / 100
- Admin fee
- An administration fee can be created by the system as a set amount and/or amount per order value limit, or it can be entered manually at sales order entry or pick list confirmation.
To apply this fee, the order must be valid for an Administration fee (Main info the Admin fee field must be set to YES on the order header). Enter the administration fee. If the order generates a backorder in the system, the fee will only be invoiced on the first invoice that is sent to the customer.
- Inv fee
- An invoice fee can be created by the system as a set amount and/or amount per order value limit, or it can be entered manually at sales order entry or pick list confirmation.
To apply this fee, the order must be valid for an Administration fee (Main info the Invoice fee field must be set to YES on the order header). Enter the invoice fee. If the order generates a backorder in the system, the fee will only be invoiced on the first invoice that is sent to the customer.
- Goods marking
- Enter the text describing the goods marking of the item(s) being dispatch. This is for your reference only and will be presented on the documents for a sales order.
- Currency
- Displays the currency per sales order.
Pick list confirmation (DMR33014)
This panel is only displayed if the pick list includes more than one sales order number and Maintain order is clicked.
Select the order you want to maintain. The Order lines panel will then be displayed.
- Order
- Displays the order number.
- Type
- Displays the sales order type.
- Status
- Displays the status of the sales order header.