This release provides an update to Order Tracking including the system parameters, Order XML and Shipment XML load process and provides a new option to link Jobs to Shipments.
The Order Tracking menu labelling has been simplified
A new option has been added in the Order Tracking>System Parameters screen to allow unclassified parts to be used in Orders, either through the EDI Order screen, the Order screen or the Order Tracking portal. These parts can remain unclassified until the Part is listed in a Supplier Invoice.
If the Part remain unclassified until the Part appears in a Supplier Invoice the Classify screen will show the Part Description that was used in the Order, provided the PO number and PO line number is included in the Supplier Invoice line. The Unclassified Items report will also include the Part Description from the Order.
The Order XML process has been updated to allow Business Unit and Order Date to be included in the XML and to populate the EDI Order screen or the Order screen.
The Shipment XML process has been updated to allow Booking Reference and Business Unit to be included in the XML and to populate the Shipment screen.
The EDI Order screen has been updated to make the mandatory fields more visible and more checks have been added to make sure these fields are populated before saving the screen. Currency and Direct/Tranship fields are no longer mandatory. Business Unit has been added.
The Order screen has been updated to include a check that an EDI Order matching the Client, Supplier and Order Number does not already exist. The mandatory fields are more visible and more checks have been added to make sure these fields are populated before saving the screen. The Direct/Tranship field is no longer mandatory. Business Unit has been added.
The Shipment screen has been updated to make the mandatory fields more visible and more checks have been added to make sure these fields are populated before saving the screen. Business Unit has been added.
The Copy from Order button has been updated to automatically show the Order Number if you have open the Shipment Screen from the Order screen.
The Client Part Number has been added to the Shipment lines tab.
On creating a Live Job from the Shipment any Order Notes will be automatically copied to the Notes for the new Job. The Job Note will display the Order Number the Note originally appeared against.
A new link process is available from the Import Job Registration screen where the Client has the appropriate Order Tracking configuration. Go to pull down menu Link>Link Shipments. A list of Shipments for the Client that are not already linked to a job will appear. The shipment will appear with the oldest ETA Destination at the top.
Double click on a Shipment to link the Shipment to the Job. The shipment will automatically be Confirmed if it isn’t already.
The 1-Stop Vessel update process has been updated to include Sea mode Shipments that are not already linked to a Job and update the Vessel ETA.