travels allow the grouping of different types of shipments for better transport management.

Module Description

The travel module allows you to manage multiple shipments simultaneously.

It can be used with both warehouse shipments and cumulative shipments, based on the flows outlined, but it is not possible to manage the two documents simultaneously.

The grouping of order lines within the trip is subject to the Shipping Group setup present in setup or in the customer master data.

Setup

Setup Origins

Within the Trip Management tab of the Origins setup you can indicate:

• Trip shipment serial number: indicate the serial number that will be used for trip numbering
• Registered Trip Shipment Serial No.: Enter the serial number that will be used to create registered travels.
• Trip Shipping Management: You can select the type of shipment you want to use this feature with. The options are Warehouse Shipping or Combined Shipping.

If management is set up for cumulative shipping, only sales orders can be managed within the shipments, while for warehouse shipment management, transfer and purchase return orders can also be combined. For the latter, the standard requirement remains to activate "Shipment Request" for the location; if it is not enabled, shipments cannot be created for documents containing that location.

Shipping groups

The grouping of sales orders within warehouse shipments or cumulative shipments is subject to the splitting parameters present within the Shipping Group present in Setup Origins or on the customer (for details, see Generate 1 DDT from 1 whse shipment - NuBeTech or Cumulative Shipments - NuBeTech ) .

Functionality

Using the search function available at the top right, you can open the list of travel shipments:

This list only contains travels that have not yet been recorded.

With the New function you can create a new trip in which you will need to indicate in the header:

• Nr.: it is automatically populated with the numerator set in setup
• Registration date: automatically filled in with the workdate when the trip is created, but can then be changed manually.
• Location Code: Enter the outbound location code for the goods. For warehouse shipments, only locations with an active Shipment Request can be entered, and for which the user creating the trip is enabled in the Warehouse Employees tab.
• Location code: Enter the shipping location if the location is managed by location.
• Status: Open or Released, managed using the appropriate functions at the top of the trip. It's not possible to make changes, add, or remove documents within a released trip.
• Shipping code, Shipping service code, Shipping method code
• Net weight and Gross weight: these can be updated automatically using the three assist edit points. This calculation will be based on the net and gross weights in the master data and the quantities to be shipped entered. If packing lists have been created, the weight will be calculated based on the data entered therein.
• Volume
• No. of pallets and No. of packages: If packing lists have been created, these data will be calculated based on the data entered therein; otherwise, they can be entered manually.
• Plate
• Appearance of goods
• Shipping Amount and Shipping Charges Amount: Automatically filled in with the sum of the costs calculated for the shipments included in the trip.

The mandatory data will be Location Code and Placement Code (only if the location is managed by placements)

Travel with warehouse shipments

Using the Get Order Lines function, a form will appear showing all outstanding documents and from which you can choose which ones to bring on the journey.

In the upper section of the page you can insert filters:

• Destination Type: “”, Location (filters transfers), Customer (filters sales orders), Supplier (filters purchase return orders)
• Destination No.: You can set a filter by destination location, customer or supplier based on the selection in the previous field
• Ship to - Code: You can specify a filter for the shipping address of the sales order.
• Location code: filter by departure location, in this case the location is preset based on the one entered in the trip header.
• From Shipment Date - To Shipment Date: Filter date range on the shipment date of the document line

In the rows section, the document rows (sales orders, transfer orders, and purchase return orders) that have outstanding quantities > 0 are visible. For each document, there is also a header row (in bold) as a grouping.

The data displayed are:

• Document type: indicates the type of document
• Document No.
• Shipping invoice: for sales orders indicates that this includes the issuing of an
• Posting date
• Line No.
• Destination Type, Destination No. and Ship To - Code: Indicates the destination type based on the document in question, the destination code (customer, supplier, location) and any alternative address
• Source Type and Source No.: These are used for transfer order lines. The destination customer or supplier of the transfer order is shown.
• Location code: indicates the starting location of the document
• No. and description: item and its description
• Quantity: order quantity
• Quantity shipped: quantity already fulfilled
• Shipment date, promised delivery date, requested delivery date: displays the document dates, with the header dates appearing on the header line and the line dates appearing on the lines.

Using the “Selected” flag you can use to select the documents or individual lines you want to include in the trip.

By selecting the document header, all lines will be automatically selected.

By setting the flag and selecting OK at the bottom, warehouse shipments will be created based on the established split criteria.

The warehouse shipments created will then be viewable within the journey lines, while in the detail section it will be possible to view the document lines contained within the warehouses themselves:

If it is necessary to integrate the trip with additional documents, the Get order lines function can be reused.

If the documents selected subsequently can be combined with shipments already present in the trip, no additional warehouse shipments will be created.

Travels with cumulative shipments

Using the Get Order Lines function, a form will appear showing all outstanding documents and from which you can choose which ones to bring on the journey.

In case of management via cumulative shipping, only sales orders will be shown.

As with creating cumulative shipments from the list, here too you can select the order lines you want to ship:

Using the OK button at the bottom, you can create shipments within the trip, breaking the orders based on the splitting criteria present in setup.

If the cumulative shipment pickup management feature is active at the shipping location, it will be possible to fully manage the pickup from the trip.

Completing shipping information

On the shipment detail lines you can set the quantities to be shipped and the related tracking (if necessary).

Furthermore, using the appropriate functions, it is possible to open the source document of the line or delete the document line itself within the shipment.

On the travel lines, where the shipments are present, it is possible to manage the creation of the packing list (see the Packing list - NuBeTech documentation) and the transport costs (see the Transport costs - NuBeTech documentation).

Packing lists and shipping costs are managed for each individual warehouse shipment or multiple shipments.

Using the “Show Document” action will open the warehouse or cumulative shipment you are currently positioned on. If you want to completely delete the warehouse shipment, you can use the “Delete Document” function.

Travel Registration

Trip registration can only be done if the trip is in the released status, otherwise an error will be displayed.

In the case of cumulative shipments, after registration, each cumulative shipment within the trip will correspond to a registered sales shipment.

As regards warehouse shipment management, a warehouse shipment will correspond to a recorded sales shipment, but if the warehouse contains purchase return orders or transfer orders, a recorded return or transfer shipment will be generated for each order contained within the warehouse shipment.

When partially recording both warehouse shipments and cumulative shipments, the residues will be eliminated.

The registered trip will be removed from the Trip Shipment List and can be viewed in the Registered Trip Shipment List .

Within these, you can print the recorded documents. Using the Print function on the trip lines will print only the shipment for the selected line, while using the Download function on the trip header allows you to download all the PDFs of the shipments included in the trip at once, even if they are of different types.

If you are managing packing lists and/or transport costs, you can consult them directly from the actions in the travel rows.

All registered documents will be present and available for consultation in their respective standard lists.