SHIPPING & BILLING

 

SHIP-TO FM

Define each shipping location in ShipTo File Maintenance.  Full address lines as well as international address capability.  Default messages can be entered that will automatically print on shipping documents.  Define the label format by plant so shipping labels are automatically generated.

 

PART/PLANT XREF FM

Specific details about how each part is shipped to a particular plant are defined in the Part/Plant Cross Reference File Maintenance.  Four separate packaging types can be defined along with the standard pack size, weight, and price for each.  This allows users to easily change the packaging if the primary type is not available.  Ship day codes allow the users to specify that the plant only wants deliveries on certain days.  Default messages can be setup that will only print on the documents that are used to stage or schedule the shipment.  These messages can be anything that you would like to relay to the employees that are gathering the items to be shipped; i.e. Verify shipping label.  Check dock code, Must be packed in returnable, etc.   Multiple salespeople can be setup for each part/plant combination with different sales commission report.

 

SALESPERSON FM

Setup each salesperson with name, address, and default commission amounts.

 

SHIP-VIA FM

Define different shipment carriers, SCAC codes, and ASN values.  The PO module utilizes this same file.

 

SHIPPING TERMS FM

Enter different types of shipping terms that will print on documents.  Alerts drivers to CODís.  The PO module utilizes this same file.

 

BILL OF LADING MESSAGE FM

Specify default text that will only print on the Bill of Lading documents.

 

SHIP DAY CODE FM

Define ship day codes and the days of the week that each represents as shipping/delivery days.  Useful for staging a small shipping/receiving area.

 

PACK CODE FM

Detail each type of packaging, along with the required EDI code for shipments and returnable container information.

 

BAR CODE LABEL FM

Specify a code and description for each different shipping bar code label.  Each plant is assigned one of these label codes so that the correct label format is automatically generated for each shipment.

 

SHIPMENT SCHEDULING MENU

Submenu that performs all daily shipping requirements; automatic scheduling of shipments, creation of all required documents, and ASN generation.

 

INVOICE PROCESSING MENU

Submenu that completes all of the invoicing steps.

 

PARTS SHIPPED REPORT

Listing that shows individual shipments that can be sorted by part#, plant#, or ship date.  Shows quantities as well as price extensions.

 

SALES COMMISSION REPORT

Report listing sales commission due for a selected range of invoice dates, either by invoice# or by salesperson.

 

REBILLING REPORT

This report will locate a particular part# that has had a price change during a specific time frame.  Each invoice that the part# appears on will be listed along with the invoiced price, the new price and the difference in the total dollar amount.  It is an excellent tool for price changes to determine the dollar amount that may be owed to you.

 

MONTH/YEAR END

Simple update that zeroís out the month-to-date or year-to-date figures that are maintained in the Salesperson FM and the Customer FM.

 

PICKING TICKET MESSAGE FM

Create free-form message text lines that will print on the documents that are created for staging the shipments.  These messages can be anything that you would like to relay to the employees that are gathering the items to be shipped; i.e. Verify shipping label.  Check dock code, Must be packed in returnable, etc.  

 

PROCESSING DATE

Screen used to change the processing date for this module.   The processing date represents the date you are currently working on, whether itís the current date, a past date or a date in the future.

 

SHIPMENT SCHEDULING MENU

 

SHIPMENT SCHEDULING

Automatically schedules your shipments directly from your customer releases.  Scheduling can be performed for all plants or selected plants.  Multiple, individual daily shipping schedules can be created and maintained simultaneously.  Parameters tied to the customer releases allow individuality to be applied at an order level and automatically considered during shipment scheduling.

 

PICKING TICKET MAINTENANCE

Provides ability to view or manually create/change the picking tickets (scheduled shipments) that were created from the Shipment Scheduling update.  Picking Tickets can be printed in a form or report layout.

 

BAR CODE LABEL PRINT

On-demand shipping labels.  Simply enter the order entry number and all of the required information is pulled from the data files.  Convenient search windows allow you to locate any order entry number.

 

PACKING SLIP ENTRY

Generate Packing slips from the shipments that were scheduled (Picking Ticket) or scanned data (see scanning menu) or manually.  Use convenient search windows to locate order and all required data is pulled from the data files.  Manual overrides allow for quick changes in packaging and/or quantities prior to the truckís arrival.  Documents can be re-printed for any changes/add-onís right up to the point of pickup.  ASNís are then generated from this data as the truck is leaving with the proper documentation.

 

PACKING SLIP PRINT

Prints Packing Slip to be sent with shipment.  Standard or customized forms available.  Document can be reprinted as many times as required until shipment is updated.

 

BILL OF LADING PRINT

Prints Bill of Lading to be sent with shipment.  Standard or customized forms available.  Document can be reprinted as many times as required until shipment is updated.

 

CANADIAN INVOICE PRINT

Prints Canadian Customs Invoice to be sent with shipment.  If plant requires a customs form, they are automatically created.   Standard or customized forms available.  Document can be reprinted as many times as required until shipment is updated.

 

SHIPMENT ENTRY

Updates shipments and creates ASN data.  User enters a packing slip# and the ASN data will display.  Any missing information can then be entered and passed to the interfacing EDI software.  This process allows all documents to be created and printed ahead of the truck arrival and then the ASN creation at the truckís departure.  If changes occur, the documents can be reprinted without any problems.  After shipment entry/update, the packing slip is deleted and an invoice is created, cytd quantities are updated, and inventory is reduced.

 

INVOICE PROCESSING MENU

 

INVOICE ENTRY

Invoices are automatically created from the Packing slips or manually create invoices using this screen.  Use convenient search windows to locate order and all required data is pulled from the data files.

 

INVOICE LOG

Convenient log file that tracks each invoice number providing an audit of whether an invoice# was used, printed, or deleted.

 

INVOICE PRINT

Prints the invoice to be mailed to the customer, if required.  Electronic invoicing is also available.  Standard or customized forms available.  Document can be reprinted as many times as required until invoice is updated.

 

INVOICE REGISTER/UPDATE

Prints summary list of the invoices to be updated and places the invoice in the history file, updates accounts receivable, sales analysis, & general ledger.

 

INVOICE HISTORY INQUIRY

Allows convenient lookup of posted invoices.  Invoice information can be seen exactly as it was on the invoice when it was posted.

 

INVOICE HISTORY REGISTER

Print a summary list of posted invoices for any date range selected.

 

REPRINT INVOICE FROM HISTORY

Print a copy of a posted invoice at anytime.

 

INVOICE HISTORY PURGE

Option to remove posted invoices from history files.  Data files can easily hold four years of information, possibly more.