SSA Warehouse Management 4000

Shipping User Guide

Copyright 2005 by SSA Global Technologies, Inc.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any way or by any means, including, without limitation, photocopying or recording, without the prior written consent of SSA Global Technologies, Inc.

Important Notices
The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of SSA Global Technologies, Inc. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of SSA Global Technologies, Inc., and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from SSA Global Technologies, Inc., pursuant to a separate agreement (Purpose). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although SSA Global Technologies, Inc., has taken due care to ensure that the material included in this publication is accurate and complete, SSA Global Technologies, Inc., cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, SSA Global Technologies, Inc., does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause.

Trademark Acknowledgements
SSA WAREHOUSE MANAGEMENT 4000 is a Registered Trademark of SSA Global Technologies, Inc., in the United States and/or other countries. All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners.

Publication Information
Release: SSA Warehouse Management 4000 Version 3.10 Publication Date: July 2005

Table of Contents
INTRODUCTION ............................................................................................................ 1 PREREQUISITE SHIPPING SETUP ............................................................................. 2 SHIPPING ORDERS ...................................................................................................... 3 SINGLE ORDER SHIPMENT ........................................................................................ 4 MASS SHIPPING ORDERS .......................................................................................... 5 MASS SHIPPING MULTIPLE ORDERS ............................................................................... 5 MASS SHIPPING PICK DETAIL LINES ............................................................................... 6 SHIPPING ORDERS USING RF.................................................................................... 8 VIEWING SHIPMENT ORDER STATUS..................................................................... 10 SHIPPING REPORTS.................................................................................................. 13 SHIPPING EVENTS ..................................................................................................... 15 COMMENT FORM ....................................................................................................... 17

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SSA Warehouse Management 4000 Shipping User Guide

Revision History
Date 9/24/2003 12/10/2003 8/15/2004 Editor Jude Duniho Jude Duniho Jude Duniho Description of Change Reformat Company address change Product name change.

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Introduction

Chapter

Introduction
The final step in order processing is shipping product to the customer. Shipping product reduces the balance on hand in the warehouse and creates a withdrawal transaction, which can be viewed from the inventory transaction screen. Picked items are usually brought to some place in the warehouse where they are loaded onto a truck, manifested (identified on a transportation document), or packed. The items are then shipped, reducing inventory balances. Shipments can occur in SSA Warehouse Management 4000 using the following methods: At the order level At the Pick order detail level At the Wave level At the Drop ID level In the Mass Ship Orders screen In the Mass Ship Pick Detail screen

SSA Warehouse Management 4000 Shipping User Guide

Introduction

Prerequisite Shipping Setup

The prerequisite setup requirements for Shipping are the same as Order Processing. Refer to the SSA Warehouse Management 4000 Order Processing User Guide, Prerequisite Order Processing Setup for additional information.

SSA Warehouse Management 4000 Shipping User Guide

Shipping Orders

Chapter

Shipping Orders
The topics in this section provide an overview of the order shipping process, and the necessary steps to complete the shipment of orders. The following topics are covered: Single Order Shipment Mass Shipping Orders Mass Shipping Pick Detail Lines

SSA Warehouse Management 4000 Shipping User Guide

Shipping Orders

Single Order Shipment

Single order shipment is the process of shipping an individual order. This function is performed from the Picks window of the Shipment Order. When you select the Ship option, the entire order is shipped. Otherwise, changing the status of one of the picks to Shipped only ships that item. 1. Access Warehouse Documents Shipment Orders. 2. To narrow the search criteria before retrieving orders, enter information into the appropriate fields. Right-click and select Apply Search. 3. Click the blue book to select the Shipment Order from which to ship. The Detail List tab displays.

Shipment Order Window - Detail List

4. Right-click on the detail line and select Show Picks. 5. Right-click on the Shipment Order Pick window and select Modify Mode, unless already in Modify Mode. 6. Select one of the following options: Click on the drop-down list for the item being picked, and change the Status to Shipped. Then right-click and select Save. Or, right-click and select Ship. Verify the information is correct, then select Yes at the prompt.

Note
To view the effects of shipping, access Warehouse Inventory Inventory Balances to see the quantities that were moved out of the pick column.

SSA Warehouse Management 4000 Shipping User Guide

Mass Shipping Orders

Mass Shipping Orders

The Mass Shipping feature is used to mass ship all orders or a sub-set of orders. This feature ships any allocated or picked items listed for the order. Shipment is the process that makes an inventory withdrawal, reducing inventory by the amount being shipped. SSA Warehouse Management 4000 provides functionality to allow entire orders to be shipped using either the Wave or Mass Ship Orders screen. Mass Ship Orders allows the user to retrieve candidate orders based on selected criteria. Once retrieved, you can right-click and select Ship Orders. Below are some common examples why a warehouse would mass ship orders: The host system a warehouse communicates with does not have the capability to pre-allocate orders, and depends on the warehouse confirmation of shipment to reduce their on-hand balances. The warehouse immediately ships all orders following wave release. A public storage warehouse prefers to ship all orders for each Storer separately.

Mass Shipping Multiple Orders

1. Access Order Processing Tasks Mass Ship Orders. The Mass Ship Orders window displays. 2. To narrow the search criteria before retrieving orders, enter information into the appropriate fields. Right-click and select Apply Search. 3. Right-click and select Retrieve Candidate Orders. The List tab appears and displays all Shipment Orders that match the search criteria. Each order shows an icon to the left of the order number, indicating the orders shipping status.

Note
Only orders marked with the Ship bitmap can be shipped. To view a key to the status bitmap, right-click on the screen, select Options, and then Show Legend.

SSA Warehouse Management 4000 Shipping User Guide

Shipping Orders

Mass Ship Orders Window - List Tab (Show Legend option selected)

4. Click the order to select it. 5. To keep an eligible order from being shipped, click the status bitmap to mark it. A red not () symbol displays over it, indicating it will not be shipped. 6. Once all of orders that will not be shipped have been marked, right-click and select Ship Orders. 7. To confirm, click Yes.

Mass Shipping Pick Detail Lines

Mass Ship Pick Detail Lines is used to retrieve candidate order lines based on selected criteria, including drop ID (outbound pallet or container). This feature is also used to retrieve candidate lines based on the drop IDs location. Once retrieved, you can right-click and select Ship Pick Line Items. In some specialized operations, shipment needs to be performed as containers are released for shipment. These containers may contain only a portion of a customers order. SSA Warehouse Management 4000 can selectively retrieve and ship pick detail lines based on the drop ID (outbound container) or location (current placement of outbound container), making this functionality possible. Simply stated, SSA Warehouse Management 4000 allows the user to ship at whatever level best suits their operation. Below are some common examples why warehouses would use Mass Ship Pick Detail Lines. A warehouse receives orders that are bound for multiple locations as each container becomes ready for shipment; it is to be shipped immediately. From time to time, customers call and ask that a portion of their order be shipped by overnight carrier due to an emergency requirement. The rest of the order can be shipped normally. Occasionally, personnel from local retail outlets show up to just pick up a portion of their order. The user can simply pack what they want to take to a drop ID, and ship it as soon as they leave.

SSA Warehouse Management 4000 Shipping User Guide

Mass Shipping Orders

1. Access Order Processing Tasks Mass Ship Pick Detail Lines. The Mass Ship Pick Detail Line screen displays. 2. To narrow the search criteria before retrieving orders, enter information into the appropriate fields. 3. Right-click and select Retrieve Candidate Pick Line Items. The List tab appears and displays all pick detail lines that match the search criteria. Each line shows an icon to the left of the pick detail number, indicating the lines shipping status.

Note
Only lines marked with the Ship bitmap can be shipped. To view a key to the status bitmap, right-click and select Options, then select Show Legends.

1. To keep an eligible line from being shipped, click on the status bitmap to mark it. A red not () symbol appears over it, indicating it will not be shipped. 2. Once all of lines that will not be shipped have been marked, right-click and select Ship. 3. To confirm, click Yes.

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Shipping Orders

Shipping Orders Using RF

This section provides an overview on how to ship orders using RF. SSA Warehouse Management 4000 allows shipment to be done from the RF unit, based on the activities being performed on the shipping dock. Workstation shipping allows the shipment to occur from the pick detail line, shipment order, wave, or mass ship levels. RF shipping is done from the Case ID, Drop ID (consolidated shipment container) or truckload level. RF shipping is really consolidation, which is the action of combining Case IDs onto Drop IDs. A drop ID is simply an ID assigned to any type of outbound container. Consolidation supports packing and loading functions performed in the following combinations: Case IDs Drop IDs (pallet type) Case IDs Drop IDs (pallet type) Packed onto Packed onto Loaded onto Loaded onto Drop IDs (pallet type) Drop IDs (pallet type) Drop IDs (truck type) Drop IDs (truck type)

Shipping is the other function supported by consolidation. It allows the RF user to ship at either the case ID or drop ID levels. These updates simply update the associated pick detail lines. Once all pick detail lines on an order have been shipped, whether by the workstation or the RF, the order status is automatically updated to Shipped status. Below are some common examples why RF Shipping (Consolidation) would be required: The refrigerated portion of a warehouses orders is shipped on a refrigerated trailer. The ambient portion is shipped on a dry box. As a result, the warehouse may be required to only ship a portion of the load. The warehouse picks into plastic tote boxes, which are then palletized for final shipment. Detailed records of the contents of each pallet created must be maintained. A warehouse utilizes both Crossdock and regular order selection to supply its customers. Once merchandise has arrived, it needs to be consolidated for final shipment. Log on to the RF screen. From the RF main menu, select Pick/Shipping. Select RF Ship 1.

1. 2. 3.

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Shipping Orders Using RF

4.

Select Pack/Load/Ship. The Pack/Load/Ship (F1) screen displays.

Pack/Load/Ship (F1) Screen

5. 6. 7. 8.

Pack the Case ID onto an ID (pallet ID), and scan or type the ID in the ID field. After all cases have been loaded onto the ID, ship the ID by typing SHIP in the ACT field. Press Enter to accept. All cases on the pallet are shipped and inventory is updated. Press ESC to return to the menu.

Note
All other fields are used for pack and load functionality. Refer to the SSA Warehouse Management 4000 Picking User Guide, Picking for RF Shipment (RF Assisted) for additional information on the Pack and Load functionality and related field definitions.

SSA Warehouse Management 4000 Shipping User Guide

Shipping Orders

Viewing Shipment Order Status

The topics in this section provide an overview of how to view the status of Shipment Orders, as they are processed. The Shipment Order Status window is used to view the status of Shipment Orders in a variety of formats. This feature allows the user to keep track of the order as it moves through the picking and shipping process. 1. Access Order Processing Tasks Shipment Order Status. The Shipment Order Status window displays.

Shipment Order Status Window

2.

Define the range of orders to view, by filling in the appropriate fields, placing the lower end of each range in the column on the left (Start) and the upper end of each range in the column on the right (End). Refer to Shipment Order Status Field Definitions for additional information on these fields.

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Viewing Shipment Order Status

3.

Right-click on and select one of the following view options for the Shipment Order. Activity Per Day Case Processing Status Bar Case Processing Status, Pie Order Detail Order Status, Bar Order Summary Report Pick Status, Bar Pick Status, Pie Pick Tasks Processing Status

4.

To view the same orders from a different perspective, right-click and select another option.

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Shipping Orders

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Shipping Reports

3
Description Combines Commodities from various orders into a single pick ticket. Commodities to be picked from the same location are grouped together.

Chapter

Shipping Reports
The following table provides a list of all reports associated with Shipping. Refer to the SSA Warehouse Management 4000 Reports User Guide for additional information on viewing and modifying reports.
Report Name Commercial Invoice Consolidated Pick Ticket

Displays invoice information for an order or group of orders. This report can be generated from the Shipment Order or the Wave.

Current Stock Detailby Location Current Stock Detailby Product Current Stock Summary Drop ID Contents Empty Location Report High-Low Inventory Labor Detail Report Labor Summary Report Multiple Commodity in Location Report Multiple Locations Assigned to Commodity Report

Displays system inventory balances (On-hand, Allocated, and so on) for all Commodities for a given location(s). Displays system inventory balances (On-hand, Allocated, and so on) for all locations for a given Commodity. Displays the total system inventory for given Commodities. The report is sorted by Storer and Commodity. Displays a listing of Case IDs associated with the selected Drop ID. Provides a listing of all locations that are not being used. Displays the high and low levels of inventory for a listing of Commodities in a specified date range. Provides a detail listing of completed tasks by user and times associated with each task. Provides a summary listing of completed tasks by user and times associated with each task. Displays locations containing multiple Commodities. The report is first sorted by location, and then by Commodities in that location. Displays all Commodities that have been assigned to multiple locations. The report is sorted by Commodity and then location.

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Shipping Reports

Report Name Pack Slip

Description Provides packing information for a particular order or group of orders. This document can be generated from the Shipment Order or the Wave. Contains all Shipment Order Pick Detail Line information necessary to perform picking activity in a paper environment. Displays products that are due to expire within a designated number of days from the system date. Displays information about the current inventory situation for a given Commodity (On-hand and On-order), and the associated reorder point for that Commodity. Provides details of system activity against a Commodity for a designated period. The transaction types associated with this activity are also displayed. Provides detail on shipment order shortages where there is not sufficient product available to fulfill the requested quantity in full. Provides summary information on shipment order shortages where there is not sufficient product available to fulfill the requested quantity in full.

Pick List Product Near Expiration Report Re-order Forecast

Stock Movement by Commodity

Stockout Report Stockout Summary

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Shipping Events

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Description An existing Commodity record is updated or modified by the user.

Chapter

Shipping Events
Events functionality enables the System Administrator to track daily warehouse activities. The following table provides a list of Events associated with Shipping. These Events must be activated. Refer to the SSA Warehouse Management 4000 Administrators Guide and the SSA Warehouse Management 4000 Administrators Reference Guide for more information.
Event Type Commodity Modified Inventory Modified Inventory Modified Order Line Shipped Order Shipped Partial Shipment Pick Detail Picked

Inventory has been updated or modified by a user transaction. Inventory has been updated or modified as a result of a user transaction. A Shipment Order Detail Line has been modified or updated to Shipped. A Shipment Order Header has been modified or updated to Shipped. A Shipment Order has been modified or updated to Shipped, without all pick detail lines being Shipped. The Shipment Order Pick Detail Line Status field has been updated or modified from Normal or Released/Printed status to Picked. The Shipment Order Pick Detail Line Status field has been updated or modified from Released/Printed or Picked status to Shipped. The user has manually modified a Shipment Order Pick Detail Line. The user has manually modified a Shipment Order. Inventory has been decremented from the system.

Pick Detail Shipped

Shipment Order Line Modified Shipment Order Modified Withdrawal

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Shipping Events

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Comment Form
SSA Warehouse Management 4000 Shipping User Guide
Every effort has been made to write this manual in as concise and accurate a manner as possible. Nevertheless, errors do occur. If you find any errors in this documentation, have difficulty with the wording, or just have comments or suggestions, please fill out a copy of this form and send it to: SSA Global Technologies, Inc. Technical Publications Department 8777 Stemmons Freeway Dallas, TX 75247 Please reference all errors, comments, etc., by chapter and page number. Thank you.

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