Shipping Container List - Revision history

Simon Clive at 05:41, 14 January 2013

2013-01-14T05:41:17Z

Eliza at 22:58, 2 March 2011

2011-03-02T22:58:05Z

Admin: Created page with " More Detail= Back Orders Bill Bill List Credit Foreign Exchange Rates List GST on Imports Landed Costs [[Products Expr..."

2011-01-19T00:07:33Z

Created page with "<menu name=myMenu align=center> More Detail= Back Orders Bill Bill List Credit Foreign Exchange Rates List GST on Imports Landed Costs [[Products Expr..."

New page

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Bill]]
[[Bill List]]
[[Credit]]
[[Foreign Exchange Rates List]]
[[GST on Imports]]
[[Landed Costs]]
[[Products Express List]]
[[Purchase Order]]
[[Purchase Order List]]
[[Purchase Reports]]
[[Return Authority]]
[[Return Authority List]]
[[Shipping Container]]
[[Shipping Container List]]
[[Shipping Container Status]]
[[Smart Order]]
[[Smart Order List]]
[[Supplier]]
[[Supplier List]]
</menu>
== Overview ==

@@ Line 22: / Line 22: @@
 [[Supplier List]]
 </menu>
-== Overview ==
+== Overview  ==
-Shipping containers are used to track stock on order, whether for stock or for a specific customer order.  A container
+'''Shipping Containers''' are used to track stock on order, whether for stock or for a specific customer order. A container can contain multiple products for multiple orders and must be created before it can be used at [[Shipping Container]]. This typically happens at the time the supplier advises the shipping details for a '''Purchase Order.'''
 can contain multiple products for multiple orders and must be created before it can be used at [[Shipping Container]].
 This typically happens at the time the supplier advises the shipping details for a Purchase Order.
 Ways Lists in ERP can be Manipulated:
@@ Line 36: / Line 34: @@
 *[[Export Data]]
-Shipping Containers are linked to Purchase Orders.  If the Purchase Order was created from a Smart Order the
+Shipping Containers are linked to '''Purchase Orders'''. If the Purchase Order was created from a '''Smart Order''' the Shipping&nbsp; Container is then linked to the underlying '''Sales Order''' or '''Invoice''' as well.
-Shipping Container, the container is then linked to the underlying Sales Order or Invoice as well.
-How to open Shipping Container List
+How to open '''Shipping Container List'''
-*Select '''Purchases''' tab
+*Select the '''Purchases''' Modules
-*Select '''Shipping Container List''' button
+*Select the '''Shipping Container List''' button
 *Select '''Date Range'''
-*Select '''Active''' radio button to see active containers with an ETA Date
+*Select the '''Active''' radio button to see Active containers with an '''ETA Date'''
-*Select '''Inactive''' radio button to see containers that have been made inactive
+*Select the '''Inactive''' radio button to see containers that have been made inactive
-*Select '''No ETA Date''' radio button for containers that do not yet have an ETA date
+*Select the '''No ETA Date''' radio button for containers that do not yet have an '''ETA Date'''
 *Select '''All''' radio button to see all containers
-*Double click on a container to open it
+*Double click on a '''Container Name''' to Drill into it.
-'''How to add costs to a container'''
+'''How to link a Purchase Order Line to a Shipping Container'''
-*Open a container as above
+*Open the '''Container''' from the List<br>
-*Select''' Import Costs''' button
+*Select the'''Add to Container''' button to launch the&nbsp;'''PO Line Assignment''' screen.
-The''' Bills Selector''' screen will open
-*Select the Bill/s containing the related costs (Shipping Agent fees etc)
+*Select the '''Supplier''' from the drop down list - This will display all of the purchase order lines for this supplier that have not yet been '''Assigned to a Container'''
 *Select OK
-*The cost will now be applied to the''' Purchase Order Lines''' proportionally to the value of each line in the Foreign
+*'''Highlight''' the appropriate lines and then select&nbsp; the'''Add Selection''' button
-Currency.  You can manually change this split by double clicking on any of the allocation amounts.
+*'''Landed Costs'''can also be allocated to the container and spread across each product line however a'''[[Bill]] '''for these associated&nbsp; costs must created first<br>
-*Double Click on one of the applied amounts - The '''Edit Landed Costs''' screen will open.  Change the allocation
+*On the Bill Select the '''Related Ship Container''' from the drop down and '''Save'''
-percentages as required and select OK

← Older revision		Revision as of 22:58, 2 March 2011
Line 23:		Line 23:
	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	Shipping containers are used to track stock on order, whether for stock or for a specific customer order. A container
		+	can contain multiple products for multiple orders and must be created before it can be used at [[Shipping Container]].
		+	This typically happens at the time the supplier advises the shipping details for a Purchase Order.
		+
		+	Ways Lists in ERP can be Manipulated:
		+
		+	*[[Filtering Lists]]
		+	*[[Searching f5 f6 f7]]
		+	*[[Customising Lists]]
		+	*[[Report Printing Options]]
		+	*[[Export Data]]
		+
		+	Shipping Containers are linked to Purchase Orders. If the Purchase Order was created from a Smart Order the
		+	Shipping Container, the container is then linked to the underlying Sales Order or Invoice as well.
		+
		+	How to open Shipping Container List
		+
		+	*Select '''Purchases''' tab
		+	*Select '''Shipping Container List''' button
		+	*Select '''Date Range'''
		+	*Select '''Active''' radio button to see active containers with an ETA Date
		+	*Select '''Inactive''' radio button to see containers that have been made inactive
		+	*Select '''No ETA Date''' radio button for containers that do not yet have an ETA date
		+	*Select '''All''' radio button to see all containers
		+	*Double click on a container to open it
		+
		+	'''How to link a Purchase Order Line to a Shipping Container'''
		+
		+	*Open the container as above
		+	*Select '''Add to Container''' button
		+	The''' PO Line Assignment''' screen will open
		+	*Select the '''Supplier''' from the drop down list - This will display all of the purchase order lines for this supplier that
		+	have not been assigned to a container
		+	*Select the appropriate lines and select '''Add Selection''' button
		+	'''
		+	Landed Costs''' can also be allocated to the container and therefore spread across each product included. A [[Bill]] for
		+	the costs must first be raised.
		+
		+	'''How to add costs to a container'''
		+
		+	*Open a container as above
		+	*Select''' Import Costs''' button
		+	The''' Bills Selector''' screen will open
		+	*Select the Bill/s containing the related costs (Shipping Agent fees etc)
		+	*Select OK
		+	*The cost will now be applied to the''' Purchase Order Lines''' proportionally to the value of each line in the Foreign
		+	Currency. You can manually change this split by double clicking on any of the allocation amounts.
		+	*Double Click on one of the applied amounts - The '''Edit Landed Costs''' screen will open. Change the allocation
		+	percentages as required and select OK