Manually Confirming Shipments (MCON)
Purpose: Use the Confirm Shipments menu option to confirm the shipment of items on pick slips or drop ship pick slips by pick control number or by billing batch number.
Overview: Confirmation is the process of identifying packages or items as shipped and recording essential information for reporting and tracking purposes. There are two methods available to confirm shipments: the manual confirmation function that is used for manual billing and drop ship items, and the PC manifest system.
This chapter describes manual confirmation. Manual confirmation provides the opportunity to confirm shipments interactively or by batch. Interactive confirmation is driven by the pick control number, whereas batch confirmation is driven by the billing batch number (with or without exceptions).
See PC Manifest Socket Interface for information on confirming shipments through an interface with the manifesting station.
Confirming drop ship pick slips: You can use this menu option to confirm drop ship pick slips, once your drop ship vendor has informed you that the orders have been shipped. You can confirm drop ship pick slips either by billing batch number or by pick control number.
When you process drop ship pick slips using the Selecting Vendors for Drop Ship Processing (MDSP) menu option, the system produces a pick slip/invoice which lists the billing batch number. If you want to confirm by pick control number, you must display picks through order inquiry (option F10/Display picks), and note the pick control number for each order.
Confirming pick slips containing a stored value card item: When you confirm a pick slip containing a stored value card item, the system verifies that the stored value card is assigned a number. If the stored value card is not assigned a number, the system does not allow you to confirm the pick slip or change the status of the pick to carryover and displays an error message: All stored value card numbers must be entered before accepting. You must assign a number to the stored value card before you can confirm the associated pick slip. See Assigning Numbers to Physical Stored Value Cards.
Serial numbers: You cannot confirm pick slips containing serial numbered items by billing batch number. You must confirm these items by pick control number so that you can enter the serial numbers being shipped.
In this topic:
• Interactive Confirmation Screen
• Confirm by Pick Control Number Screen (Entering a Control Number)
• Confirm by Pick Control Number Screen (Confirming Information)
• Confirm Pick Control Details Screen
• Confirm by Pick Batch Number Screen
• Work with Batch Exceptions Screen (Confirming by Billing Batch Number with Exceptions)
• Accepting and Rejecting Batches (with Exceptions)
• Batch Confirmation Pop-up Window
• Confirming by Billing Batch Number (without Exceptions)
• Drop Ship Batch Confirmation Report
Interactive Confirmation Screen
Purpose: Use this screen to specify the shipping warehouse, current billing date, and whether you are going to confirm shipments by the pick control number or by the billing batch number.
How to display this screen: Enter MCON in the Fast path field at the top of any menu or select Confirm Shipment from a menu.
FLR0137 ENTER Interactive Confirmation 3/19/98 11:51:04 The KL Mail Order Company
Shipping warehouse . . . . 40
Current billing date . . . 31998
Bill by batch # . . . . . N (Y,N)
F3=Exit F12=Cancel |
Field |
Description |
Shipping warehouse |
A code that represents the warehouse from which you are shipping the merchandise. Warehouse codes are defined in and validated against the Warehouse file; see Warehousing Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; required. |
Current billing date |
The date that you want to confirm this billing run. The current date defaults, but you can override it. Numeric, 6 positions (MMDDYY format); required. |
Bill by batch # |
This field indicates whether you want to bill by batch or pick control number. Valid values are: Y = Bill by the batch number assigned by the system when you generated pick slips or drop ship pick slips. N (default) = Bill by the pick control number assigned by the system when you generated pick slips or drop ship pick slips. Alphanumeric, 1 position; required. |
Completing this screen: If you entered Y in the Bill by batch number field, you advance to the Confirm by Pick Batch Number Screen. If you entered N in the Bill by batch number field, you advance to the Confirm by Pick Control Number Screen (Confirming Information).
Confirm by Pick Control Number Screen (Entering a Control Number)
Purpose: The system assigns a pick control number to each pick slip. Use this screen to confirm a shipment by the pick control number.
How to display this screen: Enter N in the Bill by batch number field on the Interactive Confirmation Screen.
FLR0138 ENTER Confirm by Pick Control # 3/19/98 11:57:02 The KL Mail Order Company
Warehouse : 40 WAREHOUSE 40 Billing date : 31998
Control # . . Label #..
F2=Change date F3=Exit F7=Carry over F12=Cancel F14=Work with details |
Field |
Description |
Warehouse |
A code that represents the shipping warehouse. Warehouse codes are defined in and validated against the Warehouse file. Numeric, 3 positions; display-only. |
Billing date |
The date reflects when the order is shipped. The value defaults from the previous screen. Numeric, 6 positions (MMDDYY format); display-only. |
Control # (Pick control number) |
The control number assigned to a pick slip. Enter the control number and any label number. You advance to the Confirm by Pick Control Number Screen (Confirming Information). Numeric, 7 positions; required. |
Label # |
The pick slip label number you are confirming. This field displays only if you are using pick label tracking with a PC manifest system (the Use Pick Label Tracking in Manifest Interface? (D48) system control value is set to Y). Note: When using pick label tracking, the system will not allow you to confirm additional labels for a pick slip manually if any label for the pick slip has already been confirmed. Numeric, 2 positions; required if using pick label tracking. |
Screen Option |
Procedure |
Change the date |
Press F2 to activate the date field. Enter the new date (MMDDYY format). |
Carry over |
Press F7. This function is not available at this screen. |
Work with details |
Press F14. This function is not available at this screen. |
Instructions: To confirm by pick control number.
1. Use the Confirm by Pick Control Number Screen (Entering a Control Number) and the Confirm Pick Control Details Screen to verify that this pick control number is the one you want to confirm.
2. Press Enter to confirm the pick control number. The system displays the following message:
Pick submitted to async job!
Note: See Updates During Background Processing.
If you normally use PC manifesting, a pop-up window displays when you press Enter:
Confirm Confirmation
!!! WARNING !!! You are confirming a pick which has been submitted to the Shipping Station for automatic confirmation.
Press F9 to accept the confirmation request. Press F11 to cancel the confirmation request.
F9=Accept F11=Reject |
Press F9 to accept the confirmation; otherwise, press F11 to reject.
Purpose: Use this screen to enter and validate the serial number of each unit of an item you are confirming. Assigning serial numbers allows you to track activity, such as receipts or shipments, for individual units of an item. You can enter serial numbers for each unit of an item you are confirming if the Serial number flag for the item is set to Y. See Merchandising Assigning Items to Warehouses for an overview of how serial numbers are tracked through the system.
How to display this screen: This screen displays automatically when you complete the Confirm by Pick Control Number Screen (Entering a Control Number) if the pick slip contains a serial numbered item.
Note: You cannot confirm pick slips containing serial numbered items by billing batch number. You must confirm these items by pick control number so that you can enter the serial numbers being shipped.
INR1044 DISPLAY Enter Serial Numbers 3/19/98 15:18:42 The Mail Order Company
Whse : 1 SUMMER WAREHOUSE Order: 1205 - 0 Line : 1 Item : CD PLAYER 7 DISC CD PLAYER
Serial #'s:
F9=Accept F11=Reject |
Field |
Description |
Serial #s |
The serial number(s) of each unit of the item or SKU you are confirming. This screen provides a field for entry of a serial number for each unit. Alphanumeric, 20 positions; required. |
Instructions:
1. Enter the serial number for each unit of an item you are confirming in each field provided.
2. The system validates that each serial number is on hand, in the correct warehouse and eligible to ship. If you have the proper authority, you can create a new serial number; see below. If the serial number is not available for shipment, an error message similar to the following displays:
Serial # 7C1 has been returned to the vendor.
3. To confirm: Press F9 at the Confirm by Pick Control Number Screen (Entering a Control Number).
4. To cancel: Leave the Serial number field(s) blank, press F9 to advance to the Confirm by Pick Control Number Screen (Confirming Information), then press F12. A pop-up window displays before you advance to the Confirm by Pick Control # screen:
Not enough serial #s for Confirmation
Not enough serial #s have been entered. Press F9 to accept the confirmation without all the serial #s, or F12 to return
F9=Accept F12=Return |
Secured feature: The Create Serial Number During Shipment/Return (A66) secured feature controls whether you can create a new serial number at this screen.
Confirm by Pick Control Number Screen (Confirming Information)
Purpose: This screen allows you to review pick control details before confirming.
How to display this screen: Enter a pick control number and label number, if appropriate, at the Confirm by Pick Control Number Screen (Entering a Control Number).
FLR0138 ENTER Confirm by Pick Control # 3/19/98 12:08:36 The KL Mail Order Company
Warehouse : 40 WAREHOUSE 40 Billing date : 31998
Control # . . 0001453 Press Enter to confirm! Label #.. 1
Pick status . . . . : Open Picked by Packed by Order# . . . . . . : 00002516 - 001 Ship To . . . . . . : BERNADETTE MIRANDA 11 SANFORD STREET Apt/Suite FRONT
MEDWAY MA 02053
Ship via . . . . . . 1 UPS GROUND
Meter charges . . . .
F2=Change date F3=Exit F7=Carry over F12=Cancel F14=Work with details |
Field |
Description |
Warehouse |
A code that represents the shipping warehouse. Warehouse codes are defined in and validated against the Warehouse file; see Warehousing Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; display-only. |
Billing date |
The date the shipment is billed. This value is carried over from the previous screen. Numeric, 6 positions; display-only. |
Control # (Pick control number) |
The control number assigned to a pick slip. If the pick control number displayed is not the number that you want to confirm, type another pick control number (and label number, if using pick label tracking). Numeric, 7 positions; required. |
Label # |
The pick slip label number you are confirming, if you are using pick label tracking with a PC manifest system. This field displays only if the Use Pick Label Tracking in Manifest Interface? (D48) system control value is set to Y. Numeric, 2 positions; required if using pick label tracking. |
Pick status |
The description of the pick slip's status. Valid values are: Async processing error (E) Authorized (Z) Carryover (O) Confirmed (C) Declined authorization (D) Open (' ') Packed (P) Reprinted (R) Submitted to Async (A) Submitted to PC manifest (M) Suspended (S) Void (V) Waiting for authorization (W) Alphanumeric, 10 positions; display-only. |
Picked by |
A code that represents the picker ID. Used in pick/pack verification. Alphanumeric, 3 positions; display-only. |
Packed by |
A code that represents the packer ID. Used in pick/pack verification. Alphanumeric, 3 positions; display-only. |
Order # |
The order number you wish to confirm. Numeric, 8 positions; display-only, assigned by the system. |
Ship-to number (Unlabeled field) |
A hyphen (-) separates this field from the Order # field. This value indicates the number of shipping addresses on the order. Numeric, 3 positions; display-only. |
Ship to |
The name and address of the customer to receive the order. Alphanumeric, 41 positions (name), 32 positions (address), 10 positions (apartment), 40 positions (city/st/postal/cntry); display-only. |
Ship via |
A code that represents the shipper. Ship via codes are defined in and validated against the Ship Via file; see Working with Ship Via Codes (WVIA). The system writes an S (shipment) order transaction history message (F18 in order maintenance and inquiry) if the ship via is changed. Numeric, 2 positions; required. |
Meter charges |
The freight charges associated with shipping this order. The system writes an S (shipment) order transaction history message (F18 in order maintenance and inquiry) if the meter charge is changed. Numeric, 8 positions; optional. |
Screen Option |
Procedure |
Change the date |
Press F2 to activate the date field. Type the new date (MMDDYY format). |
Carry over |
Press F7 to change the status on the pick to carryover. |
Work with details |
Press F14 to advance to the Confirm Pick Control Details Screen. |
Confirm Pick Control Details Screen
Purpose: This screen allows you to display pick control details at the line level.
How to display this screen: Press F14 at the Confirm by Pick Control Number Screen (Confirming Information).
FLR0228 DISPLAY Confirm Pick Control Details 3/19/98 15:04:26 The KL Mail Order Company
Control# . . . : 0001454 Open Order# . . . : 00002517 - 001 Ship to . . . : BERNADETTE MIRANDA
Opt Line# Item COLO SIZE STYL Printed Packed Sts
Type options, press Enter. 18=Serial #s
1 AVE787R 1 0 2 AV893UJ 1 0 3 AU8732P 1 0
F3=Exit F12=Cancel |
Field |
Description |
Control # (Pick control number) |
The control number assigned to a pick slip. Numeric, 7 positions; display-only. |
Pick status (Unlabeled field to the left of the Control number field) |
The description of the pick slip's status. Status options: Async processing error (E) Authorized (Z) Carryover (O) Confirmed (C) Declined authorization (D) Open (' ') Packed (P) Reprinted (R) Submitted to Async (A) Submitted to PC manifest (M) Suspended (S) Void (V) Waiting for authorization (W) Alphanumeric, 10 positions; display-only. |
Order # |
A unique number to identify an order. Numeric, 8 positions; display-only, assigned by the system. |
Ship-to number (Unlabeled field to the right of the order number) |
The number of the shipping address on the order. Numeric, 3 positions; display-only. |
Ship to |
The name of the customer to receive the order. Alphanumeric, 41 positions (name); display-only. |
Line # |
The line number on the pick slip. Numeric, 3 positions; display-only. |
Item |
A code that represents a unit of inventory. Item codes are defined in and validated against the Item file. Alphanumeric, 12 positions; display-only. |
SKU |
The unique characteristics of an item, such as its color and size. Alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); display-only. |
Printed |
The quantity of the item printed on the pick slip. Numeric, 5 positions; display-only. |
Packed |
The quantity of the item packed and shipping. A value displays only if you are using pick pack verification; otherwise, this field is set to zero. Numeric, 5 positions; display-only. |
Sts (Status) |
The status of the item. Valid values are: C - Cancel H - Hold ' ' - Open Alphanumeric, 1 position; display-only. |
Screen Option |
Procedure |
Enter and validate serial numbers for each unit confirmed |
Enter 18 next to an item to advance to the Enter Serial Numbers Screen. |
Confirm by Pick Batch Number Screen
Purpose: Use this screen to confirm an entire batch of picks in a single entry. The system assigns the billing batch number when you generate pick slips.
How to display this screen: Enter Y in the Bill by batch number field on the Interactive Confirmation Screen.
FLR0141 ENTER Confirm by Pick Batch # 3/19/98 15:21:14 The KL Mail Order Company
Billing batch# . . . .
Exceptions . . . . . . . . . N (Y,N)
Ship Via. . . . . . . . . . .
Meter Charge. . . . . .
F3=Exit F12=Cancel |
Field |
Description |
Billing batch # |
The billing batch number containing the pick slips you are confirming. Numeric, 7 positions; required. |
This field indicates if there are pick slips in the batch that are not shipping at this time. Valid values are: Y = Exclude exceptions from the billing run. You advance to the Work with Batch Exceptions screen. N = There are no exceptions in the billing run. You advance to the Batch Confirmation pop-up window. Alphanumeric, 1 position; required. |
|
Ship via |
The shipper assigned to this batch of pick slips. Ship via codes are defined in and validated against the Ship Via file. The system writes an S (shipment) order transaction history message (F18 in order maintenance and inquiry) if you enter a ship via in this field. Numeric, 2 positions; required. |
Meter charge |
The total freight charges associated with shipping all pick slips in this batch. The system writes an S (shipment) order transaction history message (F18 in order maintenance and inquiry) if you enter a meter charge in this field. The system uses the following calculation to determine the meter charge for each unit in the batch: meter charge / total units in batch = meter charge per unit The system uses the following calculation to determine the meter charge for each pick slip in the batch: unit meter charge x number of units on pick = meter charge for each pick slip Example: batch 203 contains 25 pick slips the total meter charge for the batch is 150.00 the total units in the batch is 50 units per pick slip is 2 150.00 (meter charge) / 50 (total units in batch) = 3.00 (meter charge per unit) 3.00 (unit meter charge) x 2 (units per pick slip) = 6.00 (meter charge for each pick slip) |
|
Example: batch 204 contains 25 pick slips the total meter charge for the batch is 150.00 the total units in the batch is 50 units for pick slips 1-24 is 1 units for pick slip 25 is 26 150.00 (meter charge) / 50 (total units in batch) = 3.00 (meter charge per unit) 3.00 (unit meter charge) x 1 (number of units on pick slip) = 3.00 (meter charge for pick slips 1-24) 3.00 (unit meter charge) x 26 (number of units on pick slip) = 78.00 (meter charge for pick slip 25) |
|
You can review summary information for a batch of pick slips such as per unit meter charge and total picks confirmed on the Batch Confirmed Report. Numeric, 8 positions; optional. |
Completing this screen: If you entered Y in the Exceptions field, you advance to the Work with Batch Exceptions Screen (Confirming by Billing Batch Number with Exceptions).If you entered N in the Exceptions field, you advance to the Batch Confirmation pop-up window. See Confirming by Billing Batch Number (without Exceptions).
Work with Batch Exceptions Screen (Confirming by Billing Batch Number with Exceptions)
Purpose: Exceptions are pick control numbers in the batch that did not ship or that you wish to exclude from the batch (for example, the pick slip contains a different ship via than the rest of the pick slips in the batch). Use this screen to exclude these control numbers from the billing run.
How to display this screen: Enter Y in the Exceptions field on the Confirm by Pick Batch Number Screen.
FLR0142 DISPLAY Work with Batch Exceptions 3/19/98 16:26:48 The KL Mail Order Company
Billing batch# . . . . : 566 Billing date . . . . : 3/19/98
Cntrl # Ship To Status Whs
Select option, press Enter 4=Void pick 6=Confirm 7=Carryover 14=Work with details
1459 ALEX NEWBOLD Open 40 1460 BERNADETTE MIRANDA Open 40 1461 MICHELLE SLOSBERG Open 40 1462 THOMAS BRIGGS Open 40 1463 JULIE-MARIE BROWN Open 40 1464 LINDA LETENDRE Open 40 1465 DOMINIC FORGIONE Open 40 1466 LAURA ANDERSON Open 40
F9=Accept F11=Reject |
Field |
Description |
Billing batch # |
A number to identify a batch of pick slips. Numeric, 7 positions; display-only, assigned by the system. |
Billing date |
The billing date for this batch of picks. Numeric, 6 positions (MMDDYY format); display-only. |
Cntrl # (Pick control number) |
The control number assigned to a pick slip. Type a control number to display pick slips in that batch in numeric sequence beginning with your entry. Numeric, 7 positions; required. |
Ship to |
The name of the customer to receive the order. Alphanumeric, 41 positions; display-only. |
Pick status |
The description of the pick slip's status. Valid values are: Async processing error (E) Authorized (Z) Carryover (O) Confirmed (C) Declined authorization (D) Open (' ') Packed (P) Reprinted (R) Submitted to Async (A) Submitted to PC manifest (M) Suspended (S) Void (V) Waiting for authorization (W) Alphanumeric, 10 positions; display-only. |
Whs (Warehouse) |
A code to identify the warehouse confirming the shipment. Warehouse codes are defined in and validated against the Warehouse file; see Warehousing Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; display-only. |
Screen Option |
Procedure |
Void the pick |
Enter 4 next to a pick slip to advance to the Reprint/Void Pick Slips Screen (Reprinting/Voiding by Pick Control Number). |
Confirm the pick |
Enter 6 next to a pick slip to confirm the pick slip. Note: If the pick is a carryover or was submitted to the PC manifest, its status changes to Open when you select this option. |
Carry over |
Enter 7 next to a pick slip to change the status of the pick to Carryover. |
Work with details |
Enter 14 next to a pick slip to advance to the Confirm Pick Control Details Screen. |
Accept the batch |
Press F9 to accept the batch. See Accepting and Rejecting Batches (with Exceptions). |
Reject the batch |
Press F11 to reject the batch. The system displays the Confirm Reject Request pop-up window. See Accepting and Rejecting Batches (with Exceptions). |
Accepting and Rejecting Batches (with Exceptions)
Purpose: To complete confirming by billing batch number (with exceptions), you must accept or reject the batch.
To accept a batch: You can accept a batch by pressing F9 at the Work with Batch Exceptions Screen (Confirming by Billing Batch Number with Exceptions). The system displays the Batch Confirmation pop-up window.
Batch Confirmation Pop-up Window
Batch Confirmation
You are about to submit this batch for confirmation.
Press ENTER to Confirm or F12 to Cancel.
F12=Cancel |
Press Enter to accept the batch confirmation and exit the screen; otherwise, press F12 to cancel the batch confirmation and return to the previous screen.
Confirming the batch causes the system to submit the batch job (BCH_CONFRM) for processing, and create the Batch Confirmed Report. Any pick slip that you marked for void or carry over is excluded from the billing run.
To reject a batch: You can reject a batch by pressing F11 at the Work with Batch Exceptions Screen (Confirming by Billing Batch Number with Exceptions). The Confirm Delete pop-up window displays.
Press Enter to confirm the delete or press F12 to cancel and return to the previous screen.
Important: If you confirm the rejection, any changes that you indicated on the Work with Batch Exceptions Screen (Confirming by Billing Batch Number with Exceptions) are not executed by the system. Pick slips remain in the status they were in when you entered the Work with Batch Exceptions screen.
Confirming by Billing Batch Number (without Exceptions)
Purpose: Use this window to confirm a batch of pick control numbers for billing without exceptions.
How to display this window: Enter N in the Exceptions field at the Confirm by Pick Batch Number Screen.
Batch Confirmation
You are about to submit this batch for confirmation.
Press ENTER to Confirm or F12 to Cancel.
F12=Cancel |
To confirm the batch: Press Enter to confirm the batch; otherwise, press F12 to cancel the confirmation and return to the Confirm by Pick Batch Number screen.
Confirming the batch causes the system to return to the previous screen and to submit the batch job (BCH_CONFRM) for processing, and to create the Batch Confirmed Report.
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