Automatically create a carrier consignment during pick list confirmation

Related topics

You can automatically create a carrier consignment for a sales order by entering consignment details during pick list confirmation. The consignment is then stored and available in Work with carrier consignments. See Work with an existing carrier consignment for more information.

Prerequisites
Cons at PL conf must be set to YES for the carrier company (in Work with carriers) which is defined for the customers manner of transport (in the Business partner/Customer file).

Select the Work with sales orders menu item.
On the Header view panel, click Add to create a new sales order. See Manually enter a sales order for detailed instructions.

Once the sales order is created, you need to confirm it.

Return to the Header view panel and select the order you just created and click Order confirmation. See Print sales order confirmations for detailed instructions.

After printing the order confirmation, the pick list must be printed.

On the Header view panel, select the sales order you are working with and click Pick list.
You access Pick list printout. The selected order number is defaulted. Complete other applicable fields and click OK to print the pick list.

Printing the pick list provides you the number you need in order to confirm the pick list and create the carrier consignment. The pick list number is added to the sales order and can be found via the Sales order enquiry.

Access the Sales order enquiry and enter the sales order number in the Document no selection field and click OK.
You immediately access the sales order. On the Order lines detail panel, select the applicable line.
On Detailed order line 1 the Pick list field displays the pick list number you require. Write it down and exit the enquiry program.
Select the Confirm sales order pick lists menu item.
You access the Pick list confirmation. Complete the following fields:

Pick list number: Enter the pick list number from step 7.

Dispatch date: The date from the order header is defaulted, but can be changed.

Return list: Only displayed if IBS Service is installed and activated. Indicate if it is a return list you are confirming. Here, set to NO.

Suspend pick error: Only displayed if IBS Warehouse Management is installed and activated. The default value is YES meaning that the system will perform a suspension check according to the definition made for the zone in the Warehouse zone table. Set to NO if you want the system to continue with the pick list confirmation process without suspending the location. Here, set to NO.

Click OK.

The systems displays several confirmation panels, such as Location confirmation if IBS Warehouse Management is installed and activated and the item on the order line is a WHM item. The Pick list confirmation panel displays lines that you can change if necessary, e.g. the quantity.

Click OK to continue the confirmation.

You automatically access the Carrier consignments panel. The following fields are defaulted:

Pick list number: Displays the previously entered pick list number.

Customer: The customer code and description is defaulted from the sales order.

MOT: The manner of transport and description is defaulted from the Business partner/Customer file.

Carrier: The carrier company is defaulted from the manner of transport defined for the customer, but can be changed.

Service code: The default service code, from the Carrier/Service code table, is retrieved either from the customers basic data or delivery address definition in the Business partner file. It indicates the type of service the carrier company should provide, but can be changed.

No of packages: Enter the number of packages included in the consignment.

Weight: Enter the total weight of the packages in the consignment.

Despatch date: The despatch date from the sales order is defaulted, but can be changed.

Click OK.

You access the final Pick list confirmation panel. On this panel you are able to enter different types of fees that apply for the consignment. The fees will be shown on the invoice and added to the invoice total. For field descriptions, see the Panel help.

Click OK when ready.

Conclusion
The pick list is now confirmed, and the carrier consignment for the sales order is created. The consignment number is automatically generated according to the carrier’s definition. This number will be printed on the package labels. The consignment is stored in Work with carrier consignments where it can be viewed and maintained. See Work with an existing carrier consignment.

What to do next?
Now you need to print the transport note. See Print the transport note and labels.

Exit the routine.