Manage of a single shipping document for multiple sales orders with the same destination.                                                                                                        

Module Description

Combined shipments allow you to ship multiple sales orders at the same time with a single shipping document.

Creating this document can be done in several ways:

• Selecting the unfulfilled lines from the cumulative shipments list

These will be grouped based on some criteria pre-established at setup or for the specific customer

• By selecting the specific customer in the document and selecting the outstanding lines of that specific customer

Cumulative shipments can also be generated from the shipment dashboard present ONLY if with the Origins Operation app, this is not subject to the following documentation (See Origins Operation documentation – Shipment dashboard)

Setup

Customer Account Setup

Before proceeding with the creation of a cumulative shipment, set up the serial number that the system must use to detach a new cumulative shipment in the customer accounting setup.

To do this, search for “customer accounting setup” in the search bar:

Then look for the item “Nr. Cumulative shipments” in the section dedicated to the numerators and indicate the serial number dedicated to the creation of cumulative shipments:

Shipping Group

To allow the system to group order lines within cumulated shipments, it is necessary to manage the “Shipping Group Code” field in the Origins Setup:

When creating a shipping group, 23 default grouping criteria will be set:

Using the flowfield you can visualize these criteria.

The fields marked as “Mandatory” are those necessary for correct invoicing and cannot be deleted.

The others are additional and can be eliminated.

Using the New action you can add additional criteria:

The shipping group can also be set at the individual customer level. If this field is empty in the customer details, the shipping group present in the Origins setup will be retrieved.

Non-item line management

Within the shipping group it is also possible to manage non-item lines or lines with non-inventory items.

In fact, one of the fundamental criteria for splitting lines in shipments is the location declared in the line. In a sales order, such lines may not have declared the unloading location code.

By using the “Merge empty locations” flag, the system also accumulates the lines that do not have a location in the same cumulated shipment:

If the shipping group does not have this flag set, a different cumulative shipment will be generated containing only the lines that do not have a location.

Cumulate rows with different locations

In the Origins Setup there is the “Do not manage shipping location” flag which, if activated, allows you to inhibit the grouping criterion by location code:

This allows you to make a registered sales shipment with order lines with different locations inside.

Functionality

Cumulative shipping per customer

From the list of cumulated shipments, searchable from the menu, use the “New” action to create:

The system will open the following page:

At the top of this page, fill in the following fields:

• Destination No .: select the destination customer identification code
• Registration Date : indicate the registration date of the transport document, it can be modified at the time of registration.
• Ship to code : if necessary select one of the customer's alternative shipping addresses
• Location Code : Select the location from which the material will be shipped

These fields will be used as filter criteria in choosing which lines can be sent:

Then proceed to select the order lines.

To do this, click on “Get Order Lines” in the ribbon, following the path below:

The system will open a page where all the lines of released and unfulfilled orders for the customer will be shown, the customer's alternative address and the location indicated in the cumulative shipment header:

Select the order lines to include in cumulative shipping and confirm:

The system will report the selected lines in the cumulative shipment with the reference to the order number:

WARNING, if some selected rows do not comply with the grouping criteria indicated in setup or in the master data, the system will present an error similar to the following, where it will indicate the order that does not comply with the criterion:

Cumulative shipping from order line list

To be able to generate multiple cumulated shipments at the same time, even for different destinations, use the “Create cumulated shipments” function found in the Cumulated Shipments list, searchable from the menu:

This feature will open a list of all released and unfulfilled order lines in the system:

Through multiple line selection it is possible to select order lines with different locations, destinations and dates.

The system will create cumulative shipments based on the shipping group code present in the customer master data or in the setup:

Once the cumulative shipments have been generated, if you want to add lines to the existing shipments you can use the function in the Cumulative shipment per customer paragraph.

Shipping Evasion

After generating the cumulative shipment, you can manage the quantity to be shipped to the customer.

On the lines, indicate it in the “Quantity to ship” field. It is possible to manage quantities smaller than the outstanding quantity of the order line.

Only if the Origins Operation app is also present with the activation of the module for tolerances in shipments will it be possible to insert a quantity within the "Qty to ship" that is higher than the outstanding quantity of the order line.

Repeat the operation for all the lines selected in cumulative shipping:

If it is necessary to insert traceability for an order line, it can be inserted via standard functionality present at line level:

In case it is necessary and required by the popular location also the escape location.

In the “Shipping” tab there are all the fields necessary for filling in the weights, volume, package and shipping agent:

Once the shipment has been completed, save the document using the “Save” or “Save and Print” action or using the F9 Shortcut:

Then confirm the registration:

The registered document will be present in the “Registered Sales Shipments” table.

From here you can reprint the document:

Closing of outstanding items

In some cases it is necessary to close a residual amount left on the order line.

This can be done directly when recording the cumulative shipment using the “Line to close” field:

By setting this flag, upon registration, the system will set the “Closed line” flag on the order line, thus eliminating any remaining residue.

Partial cumulated shipments

Unless otherwise specified, at the end of the cumulative shipment registration, it will be deleted even if there was a partial line fulfillment in it.

In order to manage the remainder of cumulated shipments, it is possible to activate the “Management of partial cumulated shipments” flag on the customer accounting setup:

In case of partial registrations:

The system will automatically generate a cumulative shipment with the remainder of the order lines:

The new shipment will have the original cumulative shipment number at the top: