Module Description

The shipping dashboard is a summary tool for your outstanding sales orders that provides an overview of your shipping availability.

From here, you can pledge the goods and directly create the mass shipment or warehouse shipment.

Setup

Warehouse Setup

Within the warehouse setup, it is necessary to define the type of shipment that you intend to manage from the shipping dashboard:

The choices are:

• Creating a cumulative shipment
• Warehouse Shipment Creation

Shipping Group

In case the choice of creating a cumulative shipment is managed, the criteria for splitting orders into shipments must be defined.

To allow the system to perform groupings, 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

Dashboard detail

Using the search bar you can open the Shipping Dashboard tab:

The page is divided into three sections:

• Filters
• Lines
• Shipping Dashboard Details

Filters

This is the section dedicated to selection filters:

• Sorting : Three sorting modes are proposed:
  Ship. Date – Doc. Date – Sell to Customer Code – Ship to Code
  Sell to Customer Code – Ship to Code – Customer Priority – Ship Date
  Ship Date – Customer Priority – Sell to Customer Code – Ship to Code
• Sell to – Customer Code : You can select one or more customers (using wildcards available in Business Central).
• Ship to – Code : it is possible to indicate a shipping address connected to the selected customer 
  
• Location : to filter order lines based on the fulfillment location indicated in them.
• Status : reports the selection made by the system, by default the procedure only selects released orders
• From Shipment Date – To Shipment Date : The filter works on the shipping date present on the sales order line.

Lines

The “Calculate Plan” function allows you to fill in this section with all released order lines that have outstanding quantities > 0 and that comply with the filters set in the previous section.

• Order Information:
  
  For each order, a bold line will be written showing the order header information such as the customer and status, followed only by the unfulfilled lines.
  The main data reported are:
  • Item code and its description
  • Escape location
  • Outstanding quantity
  • Amounts
• Stock availability information:
  
  • Item warehouse : reports the item stock in the warehouse indicated in the order line
  • Qty. Total (base) in Whse. Shipping : total of the quantities entered in the shipment not yet registered 
    
• Detail on the situation of commitments
  
  • Committed quantity : shows the quantity already committed for that order line
  • Committed Amount : Total amount of existing commitments for that line
  • Committed Qty %: expresses the value of the committed quantity in percentage with respect to the quantity requested by the order
  • Total Item Commitment - Reports the total quantities committed for that item, across all sales orders
  • Potential Commitment%: the system makes a calculation to display what quantity could be committed on that order line based on the available stock

Details

The details section is linked to the line selected in the lines section ( paragraph 3.1.2 ) and reports all the unfulfilled order lines present in the system that contain the same item as the selected line.

So it allows two operations:

• Check the situation by item
• Manually commit the stock
• Change any commitments entered on other order lines

The lines shown have three “colors”:

• The selected row in the Rows section is shown in bold
• in green the rows that have a commitment equal to 100% of the unfulfilled quantities
• in red the lines that are already inserted in cumulated shipments or warehouse and therefore it will not be possible to intervene on their commitment

In detail, the information reported is:

• Sell on behalf of the client
• Status à Order status, this section also contains the lines of open sales orders in order to carry out long-term planning
• Document No.
• No. Line
• Item No.
• Codd. Location à all rows are shown, not just those on the location of the chosen row
• Shipping date
• Order quantity
• Outstanding quantity
• Committed quantity
• Qty. Committed % of the quantity committed to the order quantity 
  
  

The dashboard mask contains the functions to perform the availability analysis on the selected item:

I commit

Once the filters have been set in the appropriate section, to allow the dashboard to process the rows it is necessary to use the “Calculate Plan” function:

So that the system can search for orders that match the filters and populate the page.

In order to generate the shipment (both cumulative and warehouse) it is necessary to make the stock commitment on the order lines.

There are two ways to do this:

• Manual
• Automatic

Manual

Manual management involves assigning specific commitments to each order line.

Then using the “Shipping Dashboard Detail” section for each order line enter the “Committed Quantity (Base):

At this stage the system carries out a series of checks:

• If the order has already been entered in a whse. or cumulative shipment, the line is highlighted in red, it is not possible to modify the committed quantity;
• If you enter a quantity greater than the outstanding amount, the system will show the following error: 
  
• If a quantity greater than the available quantity is entered, the system will show this error: 
  

Automatic

The “Automatic Commitment” function in the ribbon allows you to automatically commit the goods to the order lines:

The system then distributes the stock based on the sorting selected in the filter section field.

The manual commitment function can then be used to modify the assignments made by the system.

Creating the shipment

After having entered all the commitments, manually and/or automatically, before generating the shipment, it is necessary to update the commitments in the “lines” section using the “Update lines” function:

At this point, in order to create shipments, it is necessary to select the lines to be shipped. The function always requires the selection of the reference headers. Only the lines that have a “Committed quantity” > 0 will then be included in the shipment:

To generate shipments, choose the function to execute (depending on the setup set):

It is also possible to select orders with different customers and locations, these will be grouped together based on the shipping group indicated in the Origins setup or in the individual customer.