Steps in the screenshots correspond to the numbers in the headings.
If your Purchase Order is going to an EDI Vendor, all the shipping information will flow through EDI as well.
A number of shipping related fields have been added/modified in the Header. These now have pre-selected options to choose from, which in some cases will populate freight account information.
Additionally, Shipping has been added to the lower tabs. Information will populate this tab once an 856 Shipping acknowledgment has been received.
In our example, we are looking at a PO that has already been shipped by the vendor. You can see that, although it has been shipped, it has not yet been received by the site. You know this because the Status is still at Posted, vs. Received Full.
1. The first Shipping field to note is Outbound Method. The Options to choose from are: Parcel, LTL (Less than Truckload) or Best Way.
2. The second field is Outbound Carrier. Your options are UPS, FedEx, ATS Specified Carrier, or Vendor Specified Carrier.
If you choose Parcel or LTL, as the outbound method, and then choose either UPS or FedEx as the Outbound Carrier, the shipping account will pre-populate and cannot be changed. This happens upon SAVE.
3. The Shipping Account number will populate based on a combination of the Outbound Method, Carrier. If you choose Best Way as the Outbound Method, or ATS Specified Carrier or Vendor Specified Carrier as the Outbound Carrier, the Shipping Account Number will be blank. This is a read only field so it cannot be added manually.
4. The Tracking info can be entered manually.
5. Delivery type is the final field and this has to do with Service Level: Options are 2-day, Ground, Next Day, and Saturday.
6. Other than these header fields, you will be able to see the EDI status in the part line.
- Partially Shipped indicates that some, but not all, of the PO has been shipped.
- Shipped indicates that the PO has been shipped in full.
7. An event will be captured when the 856 Shipping Acknowledgment is received.
8. At the same time, information populates in the Shipping Tab.
9. Full details can be found on the shipping tab. Click on the Red Chevron to see additional information in the top section. The middle section has the package information, and the bottom section is where you will find quantity shipped, etc.
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