13. Shipping

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13. Shipping

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The “Ship” application is responsible for handling outbound transactions. Supported outbound transactions are:

  • Sales Orders
  • Transfer Orders
  • Warehouse Shipments

Core features of this application include:

  • Lookup Lists for Outbound Transactions
  • Specifying Quantity to Ship
    • Including Item Tracking information
  • Posting

You can access the Shipping application from the Home screen by clicking the “Ship” link.

Ship

When launched the Shipping Lookup List page will be displayed.

Note: This document will describe processes specific to Warehouse Shipments. Sales/Transfer Order handling is almost identical and has been left out. For specific differences or questions please contact support.

Shipping Lookup List

Shipping
Configuration: The maximum number of Documents that appear in this list is configured in the Warehouse Insight Setup page in NAV via the “Document Max List” property (defaults initially to 100).

Use the filter bar to filter the lookup list to specific Documents if required.

The Shipping Lookup List can be filtered by typing into the Search Filter. The following data is supported for searching:

  • Document Number
    • Shipping Documents that have a No. matching the filter will be displayed
  • External Document No.
    • Documents that have an External Document No. matching the filter will be displayed
  • Source No.
    • Any Warehouse Shipments that have a “Source No.” (Sales Order, Transfer Order or Assembly) on the lines that match the filter will be displayed

By default, only “Released” shipping documents are shown. However, you may toggle this to show “Open” documents as well by setting the “Only Show Released Shipments” option to “No” in the Device Configuration page in NAV.

If Logins are enabled only documents that are un-assigned or explicitly assigned to the logged in user will be shown. If you wish to see all documents regardless of assignment the “Show All Documents” option must be checked on the Device Configuration page in NAV.

Extensibility: To further enhance or change the Lookup List logic you will need to override event “SHIPPING::GetDocumentList” (ID: 70002) to implement the required logic.

Shipping Lookup List Columns

The Shipping Lookup List can show the following columns.

Column Description
No. This will either be the Sales Order, Transfer Order, Assembly Order or Warehouse Shipment number. If the Device Configuration Card is set to “Use Source Doc.” and using Warehouse Shipments this column will always be the Sales Order, Transfer Order or Assembly Order number. The Warehouse Shipment number can instead be reference in the “Doc #” column if needed.
Document No. This will either be the Sales Order, Transfer Order or Warehouse Shipment number.
Assigned User ID The User ID the document is assigned to.
Due Date

The data the document is due by:

  • Warehouse Shipment Line ->Due Date
  • Sales Header -> Due Date
  • Transfer Header -> Shipment Date
Reference No.
  • Warehouse Shipment Header -> External Document No.
  • Purchase Header -> External Document No.
  • Transfer Header -> External Document No.
Source No. The source document for the Warehouse Shipment. For locations not using Warehouse Shipments this column will always be blank.
Customer Name The Sell-to Customer Name. For Transfer Orders this column will always be empty.
Barcode The generated barcode that will be used if a line is selected. This column does not usually need to be shown.

Shipment Document

When your location requires Warehouse Shipments the Shipping application page will look like so:

Shipping
Callout ID Description
1

The available menu options:

  • Close
  • Post
  • Print
  • Change Quantity
  • Enter Bin
  • Enter Item
  • Enter License Plate
  • Start/Stop License Plate
  • Hide/Show Completed
  • Item Inquiry
  • Bin Inquiry
2 The Total Remaining Quantity or Lines to ship for the document
3 Document number and related header information
4 The Document Lines
5 Quantity to Ship, Description and other Line details
6 Status bar indicating status messages or instructions
Extensibility: You may modify the columns shown by modifying the Device Columns for the events “SHIPPING::GetSalesOrder” (ID: 70000), “SHIPPING::GetWhseShipment” (ID: 70005) and “SHIPPING::GetTransferOrder” (ID: 70011).
Note: If you have Logins enabled on the handheld the Shipment when opened may be automatically assigned to the user logged depending on the Device Configuration setting: “Assign Document”.

Shipping Items

The standard process flow should be used when shipping Items:

  • Scan the Bin to ship from
  • Scan the Item to ship
  • Enter the quantity shipped and Item Tracking Information (if required)

See General Document Handling for more information.

However, most often when using Warehouse Shipments items are always shipped from a common Bin. If this is the case it makes sense to not require users to scan the Bin to Ship from as there is little chance the user will be making a mistake.

To not require scanning bins during Shipping the “Ignore Bins” option should be checked on the Device Configuration page in NAV. If done so then the processes will instead be:

  • Scan the Item to ship
  • Enter the quantity shipped and Item Tracking Information (if required)

The Scan Behaviors page in NAV can also be further configured to control aspects of this process as well. For instance, it is possible to configure it such that a quantity dialog does not ever appear but instead increments the count by one, or to change the default quantity or unit of measure to ship.

For more information about the Scan Behaviors consult the NAV Help.

Configuration: Since Warehouse Shipments typically only Ship from a single Bin it is often beneficial to hide the “Bin” column to save view space on the device.

Menus

The following menus are available by default for Shipping. Menus may be added or removed as required from the Device Menus page in NAV under the “Application” Form with a selection of “WHSE_SHIPMENT_DOC”, “SALES_OUT_DOC” or “TRANSFER_OUT_DOC” for the Application.

Close (Menu)

Closes the Shipping Document and brings the user back to the Lookup List page.

If a License Plate is currently being built the user will be prompted to print the label.

If auto post is enabled, then the document will be posted prior to closing.

Post (Menu)

Post the Shipping Document. Users will be prompted to confirm that the post should occur.

Confirm

After posting of the document is complete the page will be closed, and the user brought back to the Lookup List page.

Extensibility: To extend or customize the post routine (Post + Print, etc.) you will need to override events: “SHIPPING::PostSalesOrder” (ID: 70004), “SHIPPING::PostWhseShipment” (ID: 70008) or “SHIPPING::PostTransferOrder” (ID: 70013).

Print (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Sends a request to NAV to print NAV any configured report(s). You can configure which reports are printed in the IWX Report Selections with the “Whse. Shipment”, “Sales Order” or “Transfer Order” usage.

By default, the reports must be built with a top level DataItem of the type of document being printed. Example: Report “Whse. – Shipment” (ID: 7317) if printing a Warehouse Shipment.

Note: For more information on Printing and Printer selections see the NAV help.

Change Quantity (Menu)

Launches the Quantity dialog for the selected line.

Enter Bin (Menu)

This option is hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the Bin that they wish to simulate scanning.

This option can be useful if Bin labels have become damaged or are inaccessible.

Note: It is usually more advisable to open the Bin Inquiry module (see menu options) and reprint the label.

Enter Item (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the Item that they wish to simulate scanning.

This option can be useful if Item labels have become damaged or are no longer readable.

Enter License Plate (Menu)

This option his hidden by default but can be made visible via the Device Menus page in NAV.

Users will be prompted to type in the License Plate number they wish to simulate scanning.

Note: License Plate labels can be reprinted via the License Plate module on the handhelds but will require exiting the application.

Start/Stop License Plating (Menu)

Will initiate a process flow in which Items are shipped and added to a License Plate.

See Building a License Plate for more information.

Hide/Show Completed (Menu)

Toggles whether the received lines (those without Outstanding Quantity) are shown or hidden.

Note: The state of this menu option is saved when the application closes so that next time a Shipment document is opened the hide/show state last used will be applied.

Item Inquiry (Menu)

Launches the Item Inquiry management screen pre-filtered to the selected line.

Bin Inquiry (Menu)

Launches the Bin Inquiry management screen pre-filtered to the active Bin.

Common Configurations and Requests

This section is intended to describe the most common scenarios, requests and features concerning Shipping. These topics should apply the same to all document types (Sales Orders, Transfer Orders, Whse. Shipments). While some topics may require development or customizations they are included here in order to provide a greater understanding of what the software is capable of.

Further information may be obtained from the NAV Help and Support Portal.

Ignoring Bins

You may ignore Bins during the Shipping process by enabling the “Ignore Bins” option on the Device Configuration page in NAV. This is mostly applicable when using Warehouse Shipments but can also be beneficial when using Sales Orders or Transfer Orders and the Bins do not need to be validated.

Card View

By default, the document screens are shown in “Grid” mode. This allows a user to see all expected Shipping lines and scroll through them. If you wish to limit the display to a single line at a time you may switch the “Display Mode” to “Card View” on the Device Configuration page in NAV.

In “Card View” the display will change to appear similar to this:

Shipping

Users may still cycle through the lines by pressing the “Previous” and “Next” buttons.

Scanning an Item will find the appropriate line and advance the view to that line as needed (E.g. users do not need to scan the item currently shown on the screen).

Note: The data displayed in the “Card” is based on the Device Columns visibility. To show/hide fields you may do so by configuring the Device Columns for the appropriate document event.

Building a License Plate

If required a License Plate may be built up during the Shipping process using the steps outline in Building a License Plate.

Note: The Shipment lines do not need to all come from the same Bin. The first Bin shipped from will be set on the License Plate.

Using a License Plate

If required a License Plate that has been previously built can be scanned to Ship. See Using a License Plate for more information.

Note: The Shipment lines must all have the same bin and match the License Plate Bin. It is not currently possible to ship a License Plate across multiple Bins.
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