Shipping Options

Page 1

Legend:

Printed Warning

Warns the user that an order has been printed from SO (or from Release Credit Holds), OC and/or SH: N = Not Using, Y = Using. Any reprints of the order will show that the order is a "reprint" with a reprint version number.

Cartonize

This option will activate the ability to cartonize an open SO before the order is finished/updated, when updating SO, SP, OC and/or SH: N = Not Using, Y = Using. If Cartonize is set to Y (Y = Yes), the user can also specify the default shipping carton. The Cartonize setting in User Options controls this function at the user level. See Cartonizing and User Options.

Ask Totes

This option will activate the ability to track totes in and out from SO (when the order is finished/updated), OC and/or SH: N = Not Using, Y = Using. The Totes setting in User Options setting will control this function at the user level.

Ask Pallets

This option will activate the ability to track pallets in and out from SO (when the order is finished/updated), OC and/or SH: N = Not Using, Y = Using. The Pallets setting in User Options setting will control this function at the user level.

Order Form

This option will activate the ability to print a sales order form from SO (when the order is finished/updated), SP, OC and/or SH: Y = Using, N = Not Using. The Print Orders setting in User Options setting will control this function at the user level.

Bill of Lading Form

This option will activate the ability to print bills of lading from SO (when the order is finished/updated), SP, OC and/or SH: N = Not Using, Y = Using. The carrier must have the BOL field set to Y (Y = Yes). The Bills of Lading setting in User Options controls this function at the user level. See Carrier.

Pick Ticket Label

This option will activate the ability to print pick ticket labels from SO (when the order is finished/updated), SP, OC and/or SH: N = Not Using, Y = Using. The Pick Ticket Label setting in User Options controls this function at the user level. See Labels.

Item Info Label

This option will activate the ability to print item info labels from SO (when the order is finished/updated), SP, OC and/or SH: N = Not Using, Y = Using. The Item Info Labels setting in User Options setting controls this function at the user level. See Item Info and Labels.

Order Label

This option will activate the ability to print order labels from SO (when the order is finished/updated), SP, OC and/or SH: N = Not Using, Y = Using. The Order Labels setting in User Options will control this function at the user level. See Labels.

Manifest Label

This option will activate the ability to print manifest labels in SO (when the order is finished/updated), SP, OC and/or SH: N = Not Using, Y = Using. The Manifest Labels setting in User Options setting controls this function at the user level. See Labels.

Carton Label

This option will activate the ability to print carton labels in SO (when the order is finished/updated), SP, OC and/or SH: N = Not Using, Y = Using. The Carton Labels setting in User Options controls this function at the user level.

Next Day Label

This option will activate the ability to Print Next Day Labels in SO (when the order is finished/updated), OC and/or SH: N = Not Using, Y = Using. The Next Day Labels option will only appear if the freight carrier interface options are set to Y (Y = Yes) in Interface Options.

Default Carton

Enter the item code for the default shipping carton used when cartonizing an order. The default carton can be overridden by the Items or customer setting . See Cartonizing for more information.

Pick Ticket Label Template

Specify the default pick ticket label template to use when printing pick tickets (0 = Not Using). The default can be overridden at the item level and at the customer level. See Item, Customer, Shipping Options - Labels.

Pick Ticket Copies

The default number of pick ticket copies to print when printing pick tickets (0 = Not Using). The default can be overridden at the item level and at the customer level. See Item and Customer.

Pick Ticket Lbs

The number of pounds associated with each pick ticket used to determine how many labels to print when printing pick ticket labels (0 = Not Using). The default can be overridden at the item level and at the customer level. See Item and Customer.

Item Info Label Template

Specify the default item info tag template to use when printing item info tags (0 = Not Using). The default can be overridden at the item level. See Item.

Item Info Label Copies

The default number of copies of the item info tag to print when printing item info tags (0 = Not Using). The default can be overridden at the item level. See Item.

Item Info Label Lbs

The number of pounds associated with each item info tag used to determine how many labels to print when printing item info tags (0 = Not Using). The default can be overridden at the item level. See Item.

Order Label Template

Specify the default order label template to use when printing order labels (0 = Not Using). The default can be overridden at the item level and at the customer level. See Item , Customer, Shipping Options - Labels.

Order Label Copies

The default number of order label copies to print when printing order labels (0 = Not Using). The default can be overridden at the item level and at the customer level. See Item and Customer.

Order Label Lbs

The number of pounds associated with each order label used to determine how many labels to print when printing order labels (0 = Not Using). The default can be overridden at the item level and at the customer level. See Item and Customer.

Manifest Label Template

Specify the default manifest template to use when printing manifests labels (0 = Not Using). The default can be overridden at the item level and at the customer level. See Item, Customer, Shipping Options - Labels.

Manifest Label Copies

The default number of copies of the manifest labels to print when printing manifests labels (0 = Not Using). The default can be overridden at the item level and at the customer level. See Item and Customer.

Carton Label Template

Specify the default carton label template to use when printing carton labels (0 = Not Using). The default can be overridden at the item level and at the customer level. See Item, Customer, Shipping Options - Labels.

Carton Label Copies

The default number of carton label copies to print when printing carton labels (0 = Not Using). The default can be overridden at the Item level and at the customer level. See Item and Customer.

Pick Lists

This option will activate the ability to print pick lists and pick list label combinations from Shipping Papers. Up to five combinations can be setup:

N = Not using
Y = Pick list only
1 = Pick ticket labels and pick list
2 = Carton labels and pick list
3 = Pick ticket labels, carton labels and pick list
4 = Carton labels only
5 = Pick ticket labels only
6 = Carton labels and pick ticket labels

Change Control

The Pick List Change Control options are: N = Not Using, Y = Include only order lines that have been added, changed, or deleted since the last time the pick lists were printed. If set to Y (Y = Yes), the order quantity cannot be changed in Sales Orders if the pick list has been generated for that item.

Date Range

When pick lists are printed, include only orders with a shipping date of: T = Today Only, R = User Defined Date Range.

Use Three Carriers

Use up to three carriers rather than one on Sales orders, Purchase Orders, Planned Transfers and Non-Owned Releases: Y = Up to three carriers, N = One Carrier, S = Setup Transfers

Julian Code with Reference

Computes the Julian Code from the shipping date: N = Not Using, Y = Julian Date (which is the last digit of year, then the Julian Date).

Tracking Reference

The description that prints before the Julian Date Code if using Tracking Reference.

Ship/Invoice Approvals

This option activates the approvals function on orders and invoices: N = Not Using, Y = Both shipping and invoicing require prior approvals, I = Invoicing only require prior approval, S = Shipping only requires prior approval. Approvals are changed in Order Control.

Short Ship Tolerance %

The tolerance percentage of the ordered quantity to the shipped quantity that is acceptable without creating a short ship exception: 0.00 = Not Using.

What Prints On:

Legend:

UO – Unshipped Orders
PL – Pick List by Order
LS – Load Sheet
SO – Shipped Orders
RL – Releases
BL – Bills of Lading
IN – Invoices

Note: The printing of the item info attributes for each form are controlled in Item Info templates.

Item

Print the item ID on UO, PL, LS, SO, RL, BL and/or IN:

N = Not Using
Y = Use full eight-digit item ID
S = Use first three digits of item ID

Item Alias

Print the item alias on UO, LS, SO, RL, BL and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

Line Text

Print the order line text on UO, PL, LS, SO, RL, BL and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

/// Text

Print the /// - free form order text based on the text settings for the order on UO, PL, LS, SO, RL, BL and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

Totes

Print the totes in/out and customer tote balance on UO, SO, BL and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

Pallets

Print the pallets in/out and customer pallet balance on UO, SO, BL and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

Cartons

Print the number of cartons per item if the order was cartonized on UN, PL, LS, SO, BL and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

Date/Time

Print the date and time stamp on UO, SO, RL, BL, IN and/or IN: N = Not Using (do not print on form), Y = Using (print on form), U = only the User Name, B = both the User Name and Date and Time.

Reference

Print the tracking reference description (if defined below) followed by the Julian Date Code on UO, SO, BL, and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

Total Weight

Print the total weight ordered/shipped on UO, SO, RL, and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

Dollars

Print the total dollars on UO and/or SO: N = Not Using (do not print on form), Y = Using (print on form)

Physical Location

Print the item's physical location ID code on UO, PL, LS, RL, SO, BL, and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

Old Item ID

Print the old item ID on UO, SO, RL, BL, and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

Slot

Print the slot if the warehouse location is slotted on UO, PL, SO, BL, and/or IN: N = Not Using (do not print on form), Y = Using (print on form)

Tally Weights

If set to Y = Using, lines to record the individual tally or catch weight for each unit ordered will print on the Unshipped Order. The number of lines printed will be based on the ordered quantity UOM and quantity ordered for Each and Item pack Units of Measure. If the ordered UOM is pounds, the number of tally lines printed will be based on one of the following: the total weight ordered divided by the stocking UOM weight for the item (if greater than 1) or the total weight ordered divided by the carton fill weight (if greater than 1 or only one tally line if the stocking UOM and carton fill weight are equal to 1): N = Not Using ,Y = Using for the UO, SO, BL and IN, the actual weight shipped for each unit will print on the form. The Tally Weight options only apply to non-lotted, weighted average items that have the Tally option set to Y for the Item

Trace

Print your Trace ID, Trace source product item code, Trace PO and next used source product attribute on: N = Not Using ,Y = Using for the UO, SO, BL and IN. See Trace Overview for more information.

GTIN

Print the GTIN code assigned to the Item on UO, PL, LS, RL, SO, BL, and/or IN: N = Not Using (do not print on form), Y = Using (print on form). The GTIN will print based on the Chain assigned to the Customer.

Carrier Address

Print the Carrier Name address and phone numbers. Available for UO, SO, BL and IN.

Sort Pick by

This option will activate the ability to print pick lists by order from Shipping Papers: N = Not Using, Y = Sort the list by customer, C = Sort the list by carrier. The Load sheet can be sorted by S = Stop assigned to the order or I = Item ID. Invoices when batch printed in Dispatching can be sorted by R = Route ID or C = Customer ID

Page Break

Force separate page for each Order on Pick List by Order; Y = Orders are printed separately, N = Multiple orders on one report

Spacing

Verbose printing of line spacing on UO, PL, LS, SO, BL. Y = add blank line, N = not using

For PL and LS: L = After lotted, U = After unlotted, B = Both, N = Not using

CPI

The number of characters per inch to use when printing the Pick List by Order and/or Load Sheet (between 12 and 15 cpi)

Customer ID with Name

Print the Customer ID with the Customer Name on the Pick List by Order and/or Load Sheet ; B = Before the Name, A = After the Name, N = Not Using

Item ID with Name

Print the Item Id with the Item Name on the Pick List by Order and/or Load Sheet; B = Before the Name, A = After the Name, N = Not Using

Load Sheet Sort By

Sort the load sheet by S = Stop or I = Item

Sort on Invoicing

Sort Invoice by C = Customer or R = Route

Page 2

The next page of Shipping Options primarily applies to pre-printed forms. Activate by selecting the Next Page command option.

Pre-printed Standard Form

Print using pre-printed standard forms for sales orders and invoices: N = Not Using. The Net•Yield licensee information will be printed on the form. Y = Using, the Net•Yield licensee information is already printed on the form.

Forms Length Standard Form

Print using; S = Short standard form 8 ½ x 8 ½ , L = Long standard form 8 ½ x 11

Start Line Standard Forms

Printer start line for pre-printed standard forms: 0, 1 , 2

Carton Column BOL Preprinted

The carton column is 12 characters wide and can be placed in starting column position 0 to 5.

Description Column BOL Preprinted

The description column can be placed in starting column position 12 to 40.

Width Description Column BOL Preprinted

The width of the description column can be set to 43 to 48 characters.

Weight Column BOL Preprinted

The weight column is 12 characters wide and can be placed in starting column position 50 to 68.

Bill To Address Line BOL Managed

The positioning of the bill-to address header line on the forms management BOL (1-11). 0 = Not Using.

Bill To Address Column BOL Managed

The positioning of the bill-to address column on the forms management BOL (1-60).

Bill To Header BOL Managed

The bill-to address header to print on the forms management BOL, if any.

Ship To Address Line BOL Managed

Positioning of the ship-to address line on the forms management BOL (1-11). 0 = Not Using

Ship To Address Column BOL Managed

Positioning of the ship-to address column on the forms management BOL (1-60).

Ship To Header BOL Managed

The ship-to address header to print on the forms management BOL, if any.

Net or Gross Weight BOL

Print weight on bill of lading as: N = Net weight, G = Gross weight. See Item Quick Maintenance to set up the gross weight for items.

Zero Price Item on BOL

Include items shipped at zero quantity on the BOL: Y = Yes, N = No

Zero Carton Item on BOL

Include carton items shipped at zero quantity on the BOL: Y = Yes, N = No

Shipping Papers Release

Print releases from shipping papers: N = Not Using, Y = Using

Order Control Release

Print releases from Order Control: N = Not Using, Y = Using

Zero Carton Item on Unshipped Order

Print zero carton item on unshipped order: N = Not Using, Y = Using

Zero Carton Item on Shipped Order

Print zero carton item on shipped order: N = Not Using, Y = Using

Zero Carton Item on Invoice

Print zero carton item on invoice: N = Not Using, Y = Using

Print Zero Price on Invoice

Include items shipped at zero quantity on the invoice: Y = Yes, N = No

Print NC on Zero Price on Invoice

Y = Print "NO CHARGE" for the selling price for items shipped with a zero selling price, N = Print "0.00" for the selling price for items shipped with a zero selling price.

Carrier Address on Invoice

Print carrier name, address, and phone number on invoice: N = Not Using, Y = Using

Print Invoice Email

Print an e-mail copy of the invoice at the time the invoice is posted to accounts receivables: N = Not Using, Y = Using

Use Work Sheet in Dispatching

Print the Routing Work Sheet in dispatching: N = Not Using, Y = Using. The Routing Work Sheet prints a list of all sales order on the route with the customer ID, customer name and address, sales order number, stop number if assigned number of line items on the order and total cartons for the order if the order has been cartonized and is used to assist in assigning sales orders to routes while in the dispatching screen.

Use Control Sheet in Dispatching

Print the Route Control Sheet in dispatching: N = Not Using, Y = Using. The Route Control Sheet prints a list for all sales orders on the route with the customer ID, customer name, sales order number, ship to city and state, the order status total pounds shipped, total invoices and Gross Profit amount and percentage based on the standard cost assigned to the item.

Use Load Sheet in Dispatching

Print the Load Sheet in dispatching: N = Not Using, Y = Using. The Load sheet is sorted by stop or item and included the order line detail, lot number and lot attributes for the lots selected.

Use Route Journal in Dispatching

Print the Route Journal in dispatching: N = Not Using, Y = Using. The Route Journal is a summary listing for each invoiced sales order with the total invoiced amount by terms type, total weight shipped and up to 4 user defined columns to record information about each invoice. The column headers are defined in the Route Journal Heading fields in the Messages section of Shipping Options.

Use Carton Summaries in Dispatching

Use the carton summaries option in dispatching to print the load sheet based on the cartonized order detail not the sales order line detail: N = Not Using, Y = Using

Use Pick List Only Option in Dispatching

Use Picked Orders only when printing the load sheet in dispatching: N = Not Using, Y = Using