Support
CS Delivery Plans
To create warehouse shipments or LSP shipments, navigate to the Shipment Worksheet and choose the required batch name in the header of the worksheet.
Next, retrieve the order lines that are Released for shipment using the page action Retrieve Document Lines from the page menu.
CS Delivery Plans will ask if you would like to retrieve Sales Order lines, Purchase Return lines or Transfer Order lines.
Select all the Sales Lines that you want to include in the active worksheet template. You may add as many document lines as required, also from purchase returns or transfer orders:
! Only Released order lines with an Outstanding Quantity are visible in the selection pane. Sales order lines for customers who are blocked (for Shipment or for All transactions) are excluded from the selection pane !
The worksheet lines are visible in the sort order as chosen in the worksheet template.
Note:
Not all columns of this page are displayed in this picture. The following picture shows the remaining columns of the worksheet.
The following steps will complete the creation of warehouse documents:
- If complete deliveries for sales orders are required by the customer, the shipping advice will be ‘complete’. If the order cannot be delivered completely, the ‘Shipping Not Complete Warning’ boolean will be active. If you agree to a partial delivery, although the standard requirement would be ‘complete’, tap the ‘Approve Shipping Warning’ for one of the order lines. CS Delivery Plans will tap all order lines for the same order no. Available inventory can now be reserved for approved orders.
- If a credit limit of a customer is exceeded, or if the customer has an overdue balance, the ‘Credit Warning’ boolean will be active.
Note:
This function is based on the setting in Sales & Receivables Setup: Credit Warnings.
- If you agree to deliver to this customer, tap the ‘Approve Credit Warning’ for one of the order lines. CS Delivery Plans will tap all order lines for the same order no. Available stock can now be reserved for approved orders.
- Set page filters to the worksheet lines for the orders that you want to ship, or remove all the worksheet lines that you do not want to ship. Filters can be set on every column in the shipment worksheet.
- Select ‘Autoreserve’ in the Page menu. This will create Reservation entries to assign available inventory to the displayed order lines.
- Select ‘Create Shipment Documents’ in the Page menu. CS Delivery Plans will create Warehouse shipments or LSP Shipment documents depending on the settings of ‘LSP Location’ on the Location page.
Only the reserved quantities will be used to create shipments.
From the page menu, the following action buttons can be used:
Update Warnings:
Updates the Credit check warnings. This function recalculates the credibility of the customer. If payment receipts were processed or a credit limit has been changed on the customer card, the results will be effective in the worksheet.
Cancel Reservation:
Cancels all reservations for the orders in the worksheet, to make a new allocation possible.
Note:
! This cancels all reservations, including reservations that were made outside the shipment worksheet during order processing or in Reservation worksheets !
From the related menu, related information can be retrieved:
The source document will be the sales order, purchase return or transfer order of the selected line worksheet line, depending on the document type.
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support@central-solutions.nl
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