Managing Deliveries

This chapter covers the following topics:

• Overview of Deliveries
• Creating a Delivery
• Auto-creating Deliveries
• Consolidating Delivery Lines and Deliveries
• Viewing Shipping Status
• Manual Packing Delivery Lines for a Delivery
• Auto-packing Delivery Lines assigned to Deliveries into LPNs
• Automated Packing
• Unpacking a Delivery Detail
• Calculating Weight and Volume for a Delivery
• Generating a Loading Sequence for Delivery Lines in a Delivery
• Example of Loading Sequence Generation
• Printing a Document Set for a Delivery
• Printing a Bill of Lading for a Delivery
• Printing a Packing Slip for a Delivery
• Assigning Deliveries to a Trip
• Assigning Freight Costs to a Delivery
• Unassigning a Delivery from a Trip
• Closing a Delivery
• Firming a Delivery
• Unfirming a Delivery
• Reopening a Delivery
• Delivery Workflow Status
• Purging Deliveries
• One Step Shipping
• Using Quick Ship for Deliveries
• Locating and Confirming Quick Ship Deliveries
• XML Transactions

Overview of Deliveries

A delivery consists of a set of delivery lines that are scheduled to be shipped to a customer's ship-to location on a specific date and time. In a delivery, you can include items from different sales orders as well as back orders. You can group multiple deliveries together to create a trip.

You can perform the following delivery tasks:

• Creating new deliveries

• Auto creating deliveries

• Consolidating deliveries and delivery lines

• View shipping status

• Manual packing of delivery lines

• Auto packing delivery lines

• Unpacking deliveries

• Calculating weight and volume for a delivery

• Generating a load sequence

• Printing a document set

• Assigning a delivery to a trip

• Assigning freight costs to a delivery

• Unassigning a delivery from a trip

• Closing a delivery

• Firming a delivery

• Unfirming a delivery

• Re-opening deliveries

• One-step shipping

• Using Quick Ship for deliveries

You can either manually or automatically group delivery lines to create a delivery. If a delivery is auto-created, the delivery lines are grouped together by the mandatory default criteria, Ship From Location and Ship To Location. However, additional grouping criteria can be included such as:

• Customer

• Freight Terms

• FOB Code

• Intermediate Ship To Location

• Ship Method

If you auto-create a trip for delivery lines, the process creates a delivery also. If you generate a bill of lading number, and then unassign the delivery lines from the delivery, the delivery lines are also unassigned from the trip and the delivery retains the bill of lading number. To remove the bill of lading number, unassign the delivery from the trip.

Creating a Delivery

You can create a delivery in the Delivery window either manually or automatically. Additionally, a delivery can be auto-created at pick release by selecting Auto-create Deliveries in the Shipping Parameters window. See Shipping Execution Setup, Defining Pick Release Parameters in Oracle Order Management Implementation Manual.

To create a delivery

1. Navigate to the Delivery window.

   Delivery Window

   

2. Enter a Name and Org Code for the delivery.

   Note: Shipping Execution will generate a delivery name for you if you leave the Name blank, enter the Org Code, and the Ultimate Ship to, then save.

3. Select the Initial Ship from location and the Ultimate Ship to.

   At this point, you can save the delivery. Optionally, enter the following fields:

   • Initial Ship from Date

   • Consignee

   • Ultimate Ship to Date

   • Freight Terms

   • Waybill

   • Additional Info

   • Enable Auto-pack (only applicable during the use of Auto-Pack Deliveries SRS)

   • FOB

   • FOB Location

   • Intermediate Ship to

   • Volume UOM

   • Volume

   • Lines Loading

   • Loading Sequence

   • Ship Method

   • Number of LPNs

   • Weight UOM

   • Net Weight

   • Tare Weight

   • Gross Weight

     You can change Intermediate Ship-to regardless of whether it is part of the delivery grouping rule.

   You can add and remove fields by using the folder options Show Field and Hide Field.

   Note: The Ship from Date is the earliest schedule date for the sales order lines assigned to the delivery.

   The Ship to Date is the earliest scheduled date for all of the delivery details assigned to the delivery.

   You can change freight terms, ship method, and FOB regardless of whether they are part of the delivery grouping rule. In addition, you can only change ship method if the delivery is not assigned to a trip.

   Note: If your organization does not have FOB as an enforced grouping attribute, the FOB field will not be populated when you auto-create a delivery or when you assign a line to an LPN.

   The load sequence (Load Seq) number and the Lines Loading pattern determine the order in which lines are loaded into a container or lines loaded within a delivery, if applicable. The order lines must be associated with a Customer Production Sequence on the Sales Order line.

   You can select from Forward, Reverse, Forward-Inverted, or Reverse-Inverted. Refer to the topic Generating a Loading Sequence.

4. Click Done to save your work.

   Note: Order lines belonging to different operating units can be combined into a single delivery. However, the order lines will not be successfully processed during invoicing. Delivery based invoicing is not supported if order lines within the delivery belong to different operating units.

Auto-creating Deliveries

You can automatically create deliveries for delivery lines that are not assigned to a delivery. Additionally, you can autocreate deliveries at pick release by selecting Auto-create Deliveries in the Shipping Parameters window. See Shipping Execution Setup, Defining Pick Release Parameters in Oracle Order Management Implementation Manual.

One or more deliveries can be created depending on the default delivery grouping criteria set up in the Shipping Parameters/Client Parameters. For example, if two groups of delivery lines have different Ship To addresses, a different delivery number is assigned to each group. See Oracle Inventory User's Guide for client parameters.

Prerequisites

Delivery status must be Open.

To auto-create deliveries

1. Navigate to the Query Manager window, and find the delivery lines.

2. Select the delivery lines for which you want to create a delivery.

3. From the Actions menu, select Auto-create Deliveries.

4. Click Go to create a delivery or deliveries for the selected lines.

   You can view the delivery name created for the delivery lines in the Delivery column in the Lines/LPNs tab.

5. Choose the Delivery tab to view or add additional delivery details.

6. Save your work.

   See Shipping Execution Setup, Defining Delivery Grouping Parameters in Oracle Order Management Implementation Manual.

Consolidating Delivery Lines and Deliveries

Delivery Consolidation enables you to join a new delivery line, or a line released from backorder, to an existing delivery. You can also group deliveries with similar attributes into trips.

Rather than creating a new delivery when Auto-Create Deliveries is executed, through batch or Pick Release, delivery consolidation functionality systematically assigns delivery lines to qualified existing deliveries.

The Process Deliveries - SRS concurrent program is another method used to consolidate delivery lines into deliveries, and to consolidate deliveries into trips. See: Process Deliveries SRS

The following is required in order to utilize delivery consolidation:

• Delivery status is Open.

• Appending Limit is not Do Not Append (Shipping Parameters window)

• Autocreate Deliveries is enabled (Shipping Parameters window)

• Ship Confirm Rule is Null (Shipping Parameters window)

• Auto-pack Options is No (Shipping Parameters window)

• Append Deliveries is Yes (Release Sales Orders for Picking window)

• Organization is selected (Release Sales Orders for Picking window)

• Customer and Ship Method Delivery Grouping Attributes must be selected (Shipping Parameters window)

  Note: When a line is appended to a delivery, the appending shipping exception is logged if this exception type is enabled. If this line is later unassigned from the delivery, the shipping exception is not removed. Further, when ship confirming the delivery, the exception will still be displayed despite the fact that the appended line was previously unassigned.

See Oracle Order Management Implementation Manual, Shipping Execution Setup chapter.

Viewing Shipping Status

Use the View Shipping Status window to view the shipping status of all of the delivery details of a delivery from an Order Entry line. The shipping status includes the following types of information:

• Quantity: For example, ordered quantity, pick released quantity, back ordered quantity, ship confirmed quantity.

• Line status: The current status for each delivery line and the next step needed to progress the delivery line.

You access the View Shipping Status window from the Shipping Transactions form, Delivery tab region. From the Actions menu, you can view the shipping status of all delivery lines associated with the delivery. Also, you can view the shipping status of an order's delivery lines within the Order Organizer, Sales Order pad at the header level, and Sales Order pad at the line level, by selecting Action view shipping status.

You can also access the View Shipping Status window by selecting View Shipping Status from the actions menu on the Order header in the Sales Order Pad or Order Organizer.

Note: You can only utilize the View Shipping Status feature if the Role that you are assigned to has the View Shipping Status box selected in the Shipping Execution Role Definition window.

The main region of the window displays each of the order lines belonging to the delivery with its summary information. Select any sales order line and view delivery detail information in the Delivery Line Details region.

The main region information is as follows:

• Delivery Name is displayed in the title bar.

• Order Number and Line: The sales order number and line associated with the delivery.

• Ordered Item, UOM, and Ordered Quantity: The delivery detail item, delivery detail unit of measure (the item primary unit of measure), and sales order line ordered quantity in primary unit of measure.

• Quantity Delivery Requested: The requested quantity assigned to the delivery from the order line.

• Quantity Not Ready to Release: Total requested quantity from the delivery lines (associated with this order line) at status Not Ready to Release.

• Quantity Ready to Release: Total requested quantity from the delivery lines (associated with this order line) at status Ready to Release.

• Quantity Released To Warehouse: Total requested quantity from the delivery lines (associated with this order line) at status Released to Warehouse.

• Quantity Back Ordered: Total back ordered quantity from the delivery lines (associated with this order line) at status Back Ordered.

• Quantity Staged/Pick Confirmed: Total picked quantity from the delivery lines (associated with this order line) at status Staged/Pick Confirmed.

• Quantity Shipped: Total shipped quantity from the delivery lines (associated with this order line) at status Shipped.

• Quantity Interfaced: Total interfaced quantity from the delivery lines (associated with this order line) at status Interfaced.

The Delivery Line Details region information is:

• Delivery Name, Detail, Quantity, and Line Status: Identifying information from the delivery detail.

• Next Step: The next step for lines with statuses of Interfaced or Canceled is Not Applicable as shown in the following table.

  Next Step

  Current Delivery Detail Status	Next Step
  Not Applicable	Ship Confirm
  Not Ready to Release	Progress Order to Awaiting Shipping
  Ready to Release	Run Pick Release
  Back ordered	Run Pick Release
  Released to Warehouse	Transact Move Order
  Staged/Pick Confirmed	Ship Confirm/Close Trip Stop
  Shipped	Run Interfaces or Close Trip Stop
  Planned for Cross Docking	Transact Move Order

• Ship Method: The carrier, service level, and mode passed from the sales order line to be used for shipping the goods. This ship method may be changed at the delivery level or at ship confirmation. The ship method in delivery line details will always display the carrier passed from the sales order line regardless of whether a different ship method is selected from within the Shipping Transactions form.

• Actual Departure Date: The date that the carrier departed on the current leg of the trip.

• Actual Arrival Date: The date that the carrier arrived from the current leg of the trip.

• Tracking Number: Delivery line tracking number. A tracking number that is assigned to an LPN will not be displayed here.

• Bill of Lading Number: Delivery bill of lading numbers. If there are bill of lading numbers for each delivery leg, a pop-up window shows the numbers.

• Waybill Number: The delivery waybill number.

• Move Order Number and Move Order Line Number: For delivery details with statuses Released to Warehouse and Staged/Pick Confirmed, the delivery detail move order number and move order line number.

To view shipping status

1. Navigate to the Query Manager window.

2. Find your delivery.

3. Select your delivery and from the Actions menu, select View Shipping Status.

4. Click Go.

   View Shipping Status Window

   

5. View Picking Request is enabled if the delivery detail has status Released to Warehouse, Staged/Pick Confirmed, Shipped, or Interfaced. Click it to view the pick release request for the delivery detail.

6. View Exception is enabled if the delivery detail has exceptions associated with it. Click it to view the shipping exceptions for the delivery detail.

7. Click Done when you are finished viewing the shipping status.

Manual Packing Delivery Lines for a Delivery

You can pack delivery lines into containers which prevents changes to containers/lines assigned to containers within the delivery.

Once a delivery is packed, the delivery line information cannot be changed until you unpack the delivery. The weight and volume is calculated automatically. However, if you manually enter a weight or volume value, the nature of the operation changes. See Calculating Weight and Volume for a Delivery.

Prerequisites

The delivery must be open.

At least one delivery line must be assigned to the delivery you want to pack.

To pack an entire delivery without details required

1. Navigate to the Query Manager window, and find the delivery you want to pack.

2. Select the Contents tab, and select the delivery lines you want to pack.

3. From the Actions menu, select Pack.

4. Click Go.

5. Select the container.

6. Click OK.

   The delivery lines assigned to the delivery are packed into the container.

7. Save your work.

Auto-packing Delivery Lines assigned to Deliveries into LPNs

You can auto-pack delivery lines for a delivery into LPNs (containers). When you auto-pack a delivery, the delivery lines are grouped together by shared attributes such as the Ship To location, and are packed into LPNs based on the grouping and LPN type. If you specify LPN Name Generation defaults in the Organization Parameters, then these parameters are used for naming LPNs during auto-packing delivery lines.

Once a delivery is packed, the delivery line information cannot be changed until you unpack the delivery. The weight and volume is calculated automatically.

Note: Auto-packing is not allowed for items that are lot indivisible.

Prerequisites

All delivery lines must be assigned to a delivery.

A container-item relationship must defined for the delivery line item and container item. See Setup Container-Load Relationships for Containers and Items, Oracle Order Management Implementation Manual.

To auto-pack delivery lines assigned to deliveries into containers

1. Navigate to the Query Manager window, and find delivery you want to pack.

2. From the Actions menu, select Auto-pack or Auto-pack Master.

   Auto-pack Master will enable to system auto-pack the delivery then pack it again into another container. For example, you can auto-pack a delivery into a container, then pack that container into another container, such as a pallet or an export container.

3. Click Go.

   The delivery lines assigned to the delivery are packed into containers.

4. Save your work.

Automated Packing

Automated Packing enables you to auto pack individual deliveries as needed, or concurrently during pick release. This helps avoid the process of invoking auto packing for individual deliveries. You can execute Automated Packing as needed using Auto-Pack Deliveries SRS or as a concurrent process along with the pick release process. If you specify LPN Name Generation defaults in the Organization Parameters, then these parameters are used for naming LPNs during automated packing.

The Auto-pack Report is printed automatically at the end of the Automated Packing procedure. Refer to the topic Auto-pack Report for more information.

Prerequisites

A container-item relationship must be defined between the delivery line item and the container item. Refer to Setup Container-load Relationships for Containers and Items topic in the Oracle Order Management Implementation Manual.

To automatically execute Automated Packing during Pick Release

1. Navigate to the Release Sales Orders for Picking window.

2. Query the specific sales order, or query the batch number.

3. Within the Inventory tab, enable Auto Pick Confirm by selecting Yes from the list of values.

4. Within the Shipping tab, enable Autocreate Deliveries by selecting Yes from the list of values.

   Note: If the delivery lines are already assigned to a delivery, you must also select the Include Assigned Lines check box.

5. In the Autopack Delivery field, select either Yes (the system will auto pack the delivery lines), or Autopack Master (the system will pack the delivery lines into two levels of containers.)

6. Proceed with the remaining tasks to complete the release of your sales order.

   Note: If you have defined a Release Rule with the parameter Autopack Delivery set to Yes or Autopack Master, then you can use your Release Rule when executing the Release Sales Orders SRS which will autopack your deliveries based on the rule.

To Auto Pack Deliveries using SRS

1. Navigate to the Auto-Pack Deliveries SRS window.

2. Populate the following parameter fields as needed:

   • Auto Pack Level: Select the appropriate level (Auto-pack: packs items into containers, or Auto-pack Master: packs items into containers then packs those containers onto a master container such as a pallet or export container) from the list of values. This field is required.

   • Auto Pack Batch Prefix: Define a batch prefix to uniquely identify your request. Although this field is free form, it is required.

   • Organization: Optionally, select the organization.

   • Pick Release Batch: Optionally, select the Pick Release Batch name that contains the deliveries that you are packing.

   • Delivery Name (Low): Optionally, select the low end of delivery names, if you choose to auto pack based on a range of delivery names.

   • Delivery Name (High): Optionally, select the high end of delivery names, if you choose to auto pack based on a range of delivery names.

   • Bill of Lading (Low): Optionally, select the low end of bill of ladings, if you choose to auto pack based on a range of bill of ladings.

   • Bill of Lading (High): Optionally, select the high end of bill of ladings, if you choose to auto pack based on a range of bill of ladings.

   • Firm Status: Optionally, select from the LOV to indicate whether the deliveries scheduled for automated packing are: Not Firm, Contents Firm, or Routing and Contents Firm.

   • Ship From Location: Optionally, select a ship from location.

   • Ship To Location: Optionally, select a ship to location.

   • Intermediate Ship To Location: Optionally, select an intermediate ship to location.

   • Pooled Ship To Location: Optionally, select a pooled ship to location.

   • Consignee/Customer Name: Optionally, select a consignee or customer name.

   • Ship Method: Optionally, select a ship method.

   • FOB: Optionally, select FOB terms.

   • Freight Terms: Optionally, select freight terms.

   • Pick-up Date (Low): Optionally, select the low end of a pick up date.

   • Pick-up Date (High): Optionally, select the high end of a pick up date.

   • Drop-off Date (Low): Optionally, select the low end of a drop off date.

   • Drop-off Date (High): Optionally, select the high end of a drop off date.

   • Log Level: Optionally, select log level for this run. This determines whether a debug file is created. Select zero for no debugging log, or one to create a debugging log.

     Auto-Pack Deliveries SRS Window

     

3. Click OK.

Related Topics

One Step Shipping

Releasing Sales Orders for Picking

Unpacking a Delivery Detail

You can unpack delivery line items if you want to modify the delivery lines assigned to a Packed delivery. Unpacking returns the delivery to the status it held prior to packing, and allows for changes.

Prerequisites

Delivery must be packed.

Contents must be Firm.

Delivery must be open.

To unpack a delivery detail

1. Navigate to the Shipping Transactions form.

2. Find your delivery.

3. Click the Contents tab.

4. Select your Detail.

5. From the Actions menu, choose Unpack.

6. Click Go to unpack the delivery.

7. Save your work.

Calculating Weight and Volume for a Delivery

The weight and volume for a delivery is calculated automatically as shipping entities are processed using the default weight and volume of the item that is defined in the Master Item window. This calculation is done by multiplying the weight and quantity, and the volume and quantity.

When a new delivery detail (line) is created because of change in order line quantity, the system will retrieve the unit weight and volume from the existing delivery details (belonging to same order line) so that all delivery details belonging to same order line have the same unit weight and volume. When a delivery detail is created for a new order line, the system will retrieve the latest unit weight and volume from Inventory Master Item window.

You can manually enter weight and volume within the Shipping Transactions form for delivery lines, LPNs, deliveries, and stops.

The weight and volume of a delivery will automatically update whenever an action is executed that affects the weight or volume of a delivery. Also, the action Reset Weight/Vol will return the weight and volume values from the item master (the original values) for the entity level where it is invoked, as well as for any associated lower level entities. If the quantity of a delivery is changed at ship confirm, then the system will automatically recalculate the weight and volume for the delivery, unless the weight and volume information has already been entered manually.

A warning is displayed if any of the delivery details have a null weight or volume depending on the Percent Fill Basis parameter (on the Shipping Parameters window.) For example, if Percent Fill Basis is set to Weight and one of the delivery details has a null weight then the system will provide a warning at ship confirmation. It will not provide a warning if one of the delivery details has null volume, since Percent Fill Basis is set to Weight. If Percent Fill Basis is set to Quantity, then the system will not give a warning if one of the delivery details has null weight or volume. There is no warning if any of the containers have null weight or volume.

When the weight, volume, and Fill Percentage for a delivery is calculated, Shipping Execution:

• Calculates the weight, volume, and fill percentage of each open delivery and adds the values to the delivery's current weight, volume, and fill percentage

• Validates that the maximum load weight, the maximum internal volume, and the maximum fill percentage are not exceeded

• Validates that minimum fill percentage requirements are attained

• Calculates (estimates) the number of containers for each delivery line based on container/load relationships and the master/detail container specified on the delivery line

You can enter weight and volume manually except under the following circumstances:

• The delivery status is In-Transit or Closed

• The stop is closed

Entering Weight and Volume

To manually enter weight and volume for a delivery

1. Navigate to the Query Manager window, and find the delivery.

2. Click Detail.

3. Enter your weight and volume.

4. Save your work.

   The Manual Wt/Vol check box is checked when you manually enter the weight and volume for a delivery. This check box will not be checked if the action Reset Weight/Vol is invoked.

Related Topics

Calculating Weight and Volume for a Trip Stop

Calculating Weight and Volume for Delivery Lines

Generating a Loading Sequence for Delivery Lines in a Delivery

The loading sequence defines the order in which the delivery lines are loaded into containers. You can generate a loading sequence for delivery lines within a delivery by selecting the Generate Loading Sequence item from the Actions menu.

The loading sequence applies to the lowest level of packing (loading). For example, if a Detail container is specified for a delivery line, the loading sequence determines the order the item is loaded into the container. If a container is not specified, the loading sequence determines the order an item is placed in a vehicle.

If an item is loaded into a container first and then into a vehicle, a loading sequence of the items can only be reviewed through the vehicle load sheet. The vehicle load sheet prints the loading sequence in the correct order.

Prerequisites

The status of the delivery must be open.

The Lines Loading field (located on the Delivery tab of the Delivery Detail window) must be defined for the delivery. The Customer Production Sequence field (located in the Contents tab) must be defined for the delivery lines assigned to the delivery.

Note: You can manually define the Lines Loading in the Delivery tab. The Customer Production Sequence number can be defined in one of two ways: the number can be defined for the order line at the customer site and the order line can then be imported via Order Import, or you can define the number in the Others tab in the Sales Orders window.

You must assign containers to each of the delivery line items.

You must calculate the weight and volume of the delivery and/or trip.

The Volume and Weight Unit of Measure fields must be defined for the trip and/or delivery.

To generate a loading sequence for delivery lines in a delivery

1. Navigate to the Delivery window.

2. Select the lines loading order to determine the order the delivery lines are placed in containers.

3. Click Done.

4. In the Deliveries tab, select Generate Loading Sequence from the Actions menu to generate a loading sequence for the delivery lines in the delivery.

5. Click Go.

6. Save your work.

Related Topics

Example of Loading Sequence Generation

Example of Loading Sequence Generation

Assume you have the following six delivery lines with unique production sequence numbers.

Production Sequence Number	Delivery Line
22	1
23	2
24	3
25	4
26	5
27	6

If each container can only hold 2 items, the following loading sequence will be generated for each given loading order.

Loading Order	Container 1	Container 1	Container 2	Container 2	Container 3	Container 3
Forward	1	2	3	4	5	6
Reverse	6	5	4	3	2	1
Forward Invert	2	1	4	3	6	5
Reverse Invert	5	6	3	4	1	2
Reverse	6	5	4	3	2	1

Printing a Document Set for a Delivery

You can print a group of shipping documents and other reports in a set for a delivery. For example, document sets can include pick release documents, all shipping documents, and packing slip information. Printing document sets can be executed from the Shipping Transactions form, the Release Sales Orders window, the Quick Ship window, and as part of several concurrent processes.

Any XML Publisher enabled Shipping document can also be included in a document set. Once included, the document is automatically printed with other documents in the document set. An XML Publisher enabled Shipping document enables the flexibility to define your own report layouts, include additional fields, and print the document in PDF format. See: XML Publisher Enabled Shipping Documents

To print a document set for a delivery

1. Navigate to the Query Manager window, and find the delivery.

   The delivery displays in the Shipping Transactions form.

2. Click Print Document Set.

   The Document Sets window displays a list of document sets.

3. Select the document set and click OK.

   The document set for the delivery is printed.

4. Save your work.

   See Defining Shipping Document Sets, Oracle Order Management Implementation Manual

Related Topics

Using Quick Ship for Deliveries

Printing a Bill of Lading for a Delivery

Oracle Shipping Execution enables you to print a bill of lading for your deliveries. Bill of lading is available to print from the Shipping Transactions form, Quick Ship window, and as part of a document set.

Bill of lading is XML Publisher enabled and can be printed in PDF. An XML Publisher enabled Shipping document enables the flexibility to define your own report layouts, include additional fields, and print the document in PDF format. See: XML Publisher Enabled Shipping Documents.

To print a bill of lading for a delivery

1. Navigate to the Query Manger window and find your delivery.

2. From the Actions menu, select Print BOL.

3. Click Go.

   The bill of lading is printed.

Printing a Packing Slip for a Delivery

You print packing slips from the Quick Ship window, Shipping Transactions Form, or as part of a document set.

Packing Slip is XML Publisher enabled and can be printed in PDF. An XML Publisher enabled Shipping document enables the flexibility to define your own report layouts, include additional fields, and print the document in PDF format. See: XML Publisher Enabled Shipping Documents.

To print a packing slip for a delivery

1. Navigate to the Query Manager window and find your delivery.

2. From the Actions menu, select Print Pack Slip.

3. Click Go.

   The packing slip is printed.

Assigning Deliveries to a Trip

You can create a new delivery and assign it to a trip, or assign an existing delivery to a trip.

Note: When a delivery is manually or automatically assigned to a trip, the Shipping Transactions form creates a delivery leg. If a trip for the delivery is created during ship confirmation, a delivery leg is created using the sourcing warehouse as the initial pick-up and the ultimate destination as the drop off.

Prerequisites

Status for the trip must be Open.

Status for the Delivery must be Open.

To manually assign a delivery to a trip

1. Navigate to the Query Manager window, and find the delivery.

2. From the Actions menu, select Assign to Trip to display the Assign Deliveries to Trip window.

   Assign Deliveries to Trip Window

   

3. Select the trip name that you want the delivery assigned to.

   You can add a new pick up and drop-off stop for the delivery, or alternately, select an existing pick up and drop-off stop associated with the trip.

   • To assign the delivery to a new stop: In the Pick-up Stop region, enable the New box if you want to add a new pick up stop. In the Drop-off region, enable the New box if you want to add a new drop off stop. Select the location, arrival date, and departure date for each stop.

     Note: You can assign deliveries to stops that are in Open or Arrived status. You cannot assign deliveries to stops that are in Closed status.

   • Alternately, to assign the delivery to an existing stop: Select the location for the pick up stop and the drop off stop. The default departure and arrival dates for each stop location are automatically selected.

4. Click OK and save your work.

   You use the Process Deliveries SRS program to automatically assign deliveries to trips.

Related Topics

Process Deliveries SRS

Assigning Freight Costs to a Delivery

You can assign freight costs to a specific delivery, or update existing freight costs. For example, if you want to add additional costs to a particular delivery of goods. Freight cost can also be assigned to a delivery detail, a container, a stop, or a trip.

To assign freight costs to a delivery

1. Navigate to the Query Manager window or Quick Ship window and find the delivery.

2. From the Actions menu, select Assign Freight Costs.

3. Click Go.

   Freight Costs Window

   

4. Enter, or select from the list of values, the Freight Cost Name.

5. Enter a Currency Code, or accept the default.

6. Enter an Amount, or accept the default.

7. Optionally, select a Conversion Type, Conversion Date, and Conversion Rate.

8. Click Done to save your work.

   Note: Freight cost Name and freight cost Type uniquely identify a freight cost charge. If freight costs are manually entered, then the Trip field in the Freight Costs region is null.

   The Order Management Interface concurrent process transfers the carrier freight costs to the sales order for invoicing if a price modifier is properly defined to pass freight cost. For more information, refer to the Oracle Order Management Implementation Manual.

   Freight Rate Recalculation Actions

   To recalculate freight rates:

   • Ship confirm and close the pick up stop

To view freight costs

1. Navigate to the Query Manager window and find the delivery.

2. In the Actions menu, select Assign Freight Costs.

3. Click Go.

4. View the freight cost information as needed.

Related Topics

To assign freight costs to a delivery

Unassigning a Delivery from a Trip

You can unassign a delivery from a trip. For example, if you wanted to reassign a delivery that was already assigned to a trip, you could reassign it from one trip and assign it to another.

Prerequisites

Trip status for the delivery you want to unassign must be Open.

Delivery status must be Open.

To unassign a delivery from a trip

1. Navigate to the Query Manager, and find the delivery you want to unassign.

2. From the Actions menu, select Unassign from Trip.

3. Click Go to unassign the delivery from the trip.

4. Save your work.

Closing a Delivery

A delivery is status Closed after you have successfully ship confirmed the delivery. You can close an Open or Contents Firm delivery.

Note: Once a delivery is Closed, no further actions can be performed on the delivery.

Related Topics

Overview of Ship Confirm.

Firming a Delivery

You can firm a delivery once delivery lines have been assigned to the delivery. Firming a delivery prevents changes from being made to the delivery. To make changes to a firm delivery, you must unfirm it first and then make the required changes.

Prerequisites

At least one delivery line must be assigned to the delivery.

Delivery status must be Open.

To firm a delivery

1. Navigate to the Query Manager window, and find the delivery.

2. From the Actions menu, select Firm Contents or Firm Routing and Contents.

3. Click Go.

4. Save your work.

Related Topics

Unfirming a Delivery

Unfirming a Delivery

You can unfirm the contents of a delivery to unassign delivery lines. When you unfirm a delivery, Shipping Execution Sets the status of the delivery to Open.

Note: All delivery lines remain assigned when you unfirm a delivery.

Prerequisites

The delivery cannot be Closed or Cancelled.

To unfirm a delivery

1. Navigate to the Query Manager window, and find the delivery.

2. From the Actions menu, select Unfirm.

3. Click Go.

4. Save your work.

Related Topics

Firming a Delivery

Reopening a Delivery

You can reopen a confirmed delivery to modify details for the delivery. You can modify and ship confirm the delivery.

Prerequisites

The delivery must not be Closed or Intransit.

To re-open a delivery

1. Navigate to the Query Manager window and find the delivery.

2. From the Actions menu, select Re-open.

3. Click Go.

4. Save your work.

Delivery Workflow Status

With the use of Oracle Workflow, Oracle Shipping Execution enables you to view the status of delivery specific workflows through the Shipping Transactions form or the Quick Ship window.

The Workflow Monitor is used to graphically display the status of the workflow associated with the delivery.

Delivery workflow must be enabled in Global and Shipping parameters.

Viewing Delivery Workflow Status

To view the workflow status of a delivery

1. Navigate to the Shipping Transactions form.

2. Find your delivery.

3. From the Tools menu, select Workflow status.

Related Topics

Workflow Status

Purging Deliveries

Oracle Shipping Execution enables you to purge (permanently delete) delivery records from the Oracle Shipping Execution tables as long as specific criteria is met. All associated delivery lines and LPNs must be eligible for purge in order for deliveries to be eligible for purge.

All information associated with the purged entities is also purged, for example freight costs, weight and volume, dates, and exceptions.

Related Topics

Shipping Purge Concurrent Process

One Step Shipping

One step shipping is the process of picking, optionally packing, and ship confirming delivery lines in one step. Utilizing the Actions named Pick and Ship, and Pick, Pack, and Ship, within the Shipping Transactions form, Deliveries tab and Delivery Lines tab, enables this functionality. The two actions can be utilized depending on your business needs.

• Pick and Ship: This action can be used for one or more deliveries or delivery lines. Pick and Ship will perform the following:

  • Auto create deliveries if deliveries are not associated with all or some of the lines.

  • Launch Pick Release and pick confirm all lines assigned to the deliveries (auto-created as well as manually created.)

  • Ship confirm all deliveries if all assigned lines have a line status of Staged/Pick Confirmed and do not require any additional actions such as serial numbers or other inventory controls. Pick and Ship utilizes Actual Departure Date: System date and Create Bill of Lading: Yes

    Note: The ship confirm options are used from the default auto ship confirm rule specified in the shipping parameter for the organization.

  • Auto create trips if manually created trips/stops are not associated with any or all of the deliveries

  • Close auto created or manually created trips

  • Perform all other shipping functions that are performed during ship confirm and trip closing, for example executing interfaces

    Note: If as part of Pick, Pack, and Ship process, all delivery lines of a delivery cannot be released resulting in a status of staged/pick confirmed, the entire delivery will not be ship confirmed as part of the automated process. Deliveries that require additional input from you, such as inventory controls, will not be ship confirmed.

• Pick, Pack, and Ship: This action can be used for one or more deliveries or delivery lines.

  Pick, Pack, and Ship will perform the following:

  Note: For Pack to occur, you must setup a container-item relationship between the delivery lines item and the container item. For packing items into containers, then containers into containers, you must setup container-item relationships from container to container. For more information on container-item relationships, refer to the Oracle Order Management Implementation Manual.

  • Auto create deliveries if deliveries are not associated with all or some of the lines.

  • Launch Pick Release and pick confirm all lines assigned to the deliveries (auto-created as well as manually created.)

  • Auto pack all delivery lines with a status of Staged/Pick Confirmed, and all deliveries with a status of Open.

  • Ship confirm all deliveries that have all line status of Staged and do not require any additional actions such as serial numbers. Pick, Pack, and Ship utilizes the following ship confirm options:

    Actual Departure Date: System date

    Defer Interface: No

    Note: The ship confirm options are used from the default auto ship confirm rule specified in the shipping parameter for the organization.

  • Auto create trips if manually created trips/stops are not associated with any or all of the deliveries

  • Close auto created or manually created trips

  • Perform all other shipping functions that are performed during ship confirm and trip closing, for example executing interfaces

    Note: If as part of Pick and Ship process, all the delivery lines of a delivery cannot be released resulting in a status of staged/pick confirmed, the entire delivery will not be ship confirmed as part of the automated process.

    Delivery details that require additional information, such as inventory controls, from you will not be ship confirmed.

Using Quick Ship for Deliveries

The Quick Ship window enables you to process shipments quickly, using the minimum shipping requirements with the benefit of configurability. You can access deliveries and perform several actions within the Quick Ship window.

Related Topics

Quick Ship Window

Locating and Confirming Quick Ship Deliveries

Locating and Confirming Quick Ship Deliveries

You locate deliveries using the Quick Ship or Query Manager windows.

To find a delivery

1. Navigate to the Quick Ship window.

2. Ensure that the window view is set to Delivery Confirm View.

3. With the cursor in the delivery Name field, press F11 or select Find from the View menu.

   There are several ways to find deliveries in the Quick Ship window:

   • The Find icon

   • The LOV for the Delivery Name

   • Enter the Delivery Name and press [Tab]

   Find Deliveries Window

   

4. Enter your search criteria.

5. Click Find.

To confirm a delivery using the Quick Ship window

1. Navigate to the Quick Ship window.

2. Ensure that the window view is set to Delivery Confirm View.

3. Within the Deliveries region, enter or find the delivery Name.

4. Verify all data in the header fields and update as necessary.

   Quick Ship Window

   

   Any of the following actions can be executed by clicking the appropriate button at the bottom of the window, or by right-clicking and selecting the action from that menu:

   • Assign Freight Costs

   • Serial Numbers

   • Reset Weight and Volume

   • Print Packing Slip

   • Print Bill of Lading (BOL)

   • Print Document Set

   • Ship Confirm

5. Click the action to be performed.

   Note: When you click Ship Confirm from the Quick Ship window, the Confirm Delivery window will display by default. If a Ship Confirm Rule is selected or defaulted however, the Ship Confirm window will not be displayed and the ship confirm options will default from the selected rule, unless the folder option Show Ship Confirm Options is selected and the folder is enabled.

XML Transactions

Oracle Shipping Execution enables the communication of information with external sources outside of the Oracle E-Business Suite and internal sources outside of Oracle Shipping Execution through the use of XML (Extensible Markup Language). Oracle XML Gateway must be installed and configured before using XML with Oracle Shipping Execution. Oracle Shipping Execution uses XML transactions in many shipping processes including DSNO (Departure Ship Notice Outbound) and carrier manifesting (shipment request and shipment advice).

See Appendix B, Electronic Messaging, for more information on XML transactions with Oracle Shipping Execution.