Kinetic Shipping And

Receiving User Guide

Version 2023.2
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Table of Contents
Setup 7

Establishing Carrier Codes 8

Creating Ship Via Codes 9

Creating Ship Via Codes 9
Deactivating Records 11
More info on deactivating ship via codes here 12
Defining Package Codes 13
Adding Package Codes 13
Associating Package Codes with Specific Sites and Internal Part Numbers 19
Assigning Package Codes to Specific Customer Ship to Cross References 20
Using Legal Numbers 22
Creating a New Legal Number 23
Setting the Format of the Legal Numbers 25
Setting Up Default Sequences 28
Creating Alternate Prefixes and Sequences 29
Linking Legal Numbers to Document Types 29
Creating a Transaction Document Type 31
Creating a Transaction Document Type 31
Adding Authorized Users to a Transaction Document Type 32
Setting Up Shipment Classes 34
Creating a Shipment Class 34
Adding an Indirect Cost 36
Setting Up Workstations 37
Creating a New Workstation 37
Adding Devices to Workstations 42
Operations 44

Generating the Scheduled Shipments Report 45

Generating the Sales Order Pick List Report 47

Entering Customer Shipments 49

Specifying Shipment Details 49
Creating Pack Lines 50
Adding Pack Lines 51
Editing Country of Origins 53
Setting Up Tax Details 54
Identifying Final Destination Of the Goods 56

3 October, 2023
 Changing Warranty Codes 57
Adding Shipment Component Issues 59
Setting Up Delivery Details 60
Establishing General Carrier Options 61
Establishing Carrier Options for International Shipments 62
Setting Billing Options 63
Entering Freight FedEx Information 65
Entering Freight UPS Information 65
Setting Packs As Phantom Packs 65
Tracking Manifest Information 66
Adding Miscellaneous Charges 66
Reviewing Shipment Activities 67
Combining Shipments of Suppliers 71
Сreating Combined Shipments 71
Creating Shipment Lines 72
Entering Indirect and Landed Costs 74
Using Overflow Menu 75
Entering Shipments to Subcontractor Suppliers 78
Specifying Subcontractor Shipment Details 78
Creating Pack Lines 79
Changing Country of Origins 80
Setting Up Delivery Details 81
Establishing Carrier Options for International Shipments 82
Entering Freight FedEx Information 83
Entering Freight UPS Information 84
Tracking Manifest Information 84
Entering Packs for Miscellaneous Material 86
Entering Details for Miscellaneous Packs 86
Specifying Line Details 92
Setting Up Delivery Details 95
Establishing General Carrier Options 95
Establishing Carrier Options for International Shipments 96
Setting Billing Options 97
Entering Freight FedEx Information 98
Entering Freight UPS Information 100
Tracking Manifest Information 101
Creating Packs for Shipments 103

Combining Separate Pack IDs Into One Master Pack Group 106
Creating a New Master Pack 106
Adding Packs 107

4 October, 2023
 Establishing Manifest Options for the Pack 108
Establishing General Carrier Options 108
Establishing Carrier Options for International Shipments 109
Setting Billing Options 109
Entering Freight FedEx Information 110
Entering Freight UPS Information 110
Tracking Manifest Information 111
Confirming Shipments 113
Confirming Shipments 113
Viewing Errors 114
Submitting Shipment Confirms 115

Shipping Phantom Packs 117

Verifying Workstation Details 117
Creating a Pack 119
Entering a Pack Line 120
Creating Phantom Details 120
Completing the Shipment 121
Recording Receipts 122
Adding a New Receipt 123
Adding Receipt Lines 126
Using Line Details 128
Adding Duty Details 130
Adding Indirect Costs 131
Selecting Taxes 133
Adding Receipt Taxes 133
Adding Landed Costs 134
Adding Landed Costs Details 136
Reviewing Receipt Activities 137
Using Additional Receipt Options 140
Recording Container Receipts 141
Receiving a Container Shipment 141
Receiving a Container Shipment Line 143
Using Tax Details 145
Using Landed Costs 146
Printing Tags, Labels, and Inventory Movement Reports 147
Creating Drop Shipments 148

Transferring Orders 151

Creating Transfer Orders 152
Entering a Transfer Order Line 155

5 October, 2023
 Creating Transfer Orders from Suggestions 157
Entering Transfer Order Shipments 161

Using Receive Transfer Order Entry 164

Entering the Bill of Ladings 167

Reports 169

Generating the Bill of Lading Form 170

Generating the Container Landed Cost Report 171

Generating the Container Shipment Status Report 173

Generating the Customer Shipment Compliance Report 175

Generating the Customer Shipped Substances Report 176

Generating the Master Pack Shipment Packing Slip 177

Generating the Miscellaneous Shipment Packing Slip 179

Generating the Print Packing Slip/Labels Report 180

Generating the Scheduled Shipments Report 182

Generating the Transfer Order Shipment Pack Report 184

Printing Inventory Movement Reports 185

Printing Miscellaneous Shipment Labels 187

Printing Subcontractor Shipment Labels 188

Printing the Customer Shipment Packing Slip/Labels 189

Printing the Subcontractor Shipment Packing Slip 191

6 October, 2023
Setup
This section describes the primary records you need to create for the Shipping and Receiving
module. These apps are contained within the Setup folder for this module; only the primary records
are described here. Some areas within the Operations section may also document setup records if
they are required for a specific workflow.

You may also need to set up some parameters within Company Configuration. Some modules have
global settings you define through this administration app. For more information, review the
application help for this module; the Configuration topic details the options you define within the
Company Configuration app.

7 October, 2023
Establishing Carrier Codes
Establish codes for each carrier you use to ship goods to your customers (for example, UPS, USPS,
FedEx, Consolidated) in Carrier Maintenance.

You can associate a Standard Carrier Alpha Code (SCAC) code with each carrier. It is an
internationally accepted two-to-four digit number used in the transportation industry to identify freight
carriers used in Electronic Data Interchange (EDI) transactions and shipping documents (such as Bill
of Lading, Freight Bill, Packing List, and Purchase Order). These codes are commonly used by the
automobile, petroleum, forest products, and chemical industries, as well as suppliers to retail
businesses, carriers engaged in railroad piggyback trailers.

Use the landing page of the application to view existing carrier codes or create a new one.

In this article, we will cover creating a new carrier code.

1. From the main menu, go to Material Management > Shipping/Receiving > Setup > Carrier.

2. Select the New icon to create a new carrier code.

3. Enter code and description for the carrier code.

4. In the SCAC field, enter the Standard Carrier Alpha Code associated with the carrier.

5. Select Save.

8 October, 2023
Creating Ship Via Codes
Enter shipping methods, or ship via codes, for transporting products to customers and
subcontractors in Ship Via Maintenance.

Use the landing pag of the application to view existing ship via codes or to enter a new one.

In this article, we will cover:

l Creating ship via codes

l Deactivating records

Creating Ship Via Codes

1. Go to Financial Management > Accounts Receivable > Setup > Ship Via.

2. Select New to add a new ship via code.

3. In the Code field, enter a unique identifier for a method of shipping, such as UPS for UPS
Ground.

4. In the Description field, enter more information about the shipping method. Other users will
use the description to select a shipping method on orders, packing slips, and invoices. The
description is also printed on documents like packing slips.

5. If necessary, in the Web Description field, enter a description of the shipping method as it
should display in Customer Connect.

6. Use the Carrier dropdown to select the carrier (for example, UPS or FedEX) that is associated
with this ship via code. The dropdown holds the carrier codes entered through Carrier
Maintenance.

7. If needed, enter the associated Standard Alpha Code in the SCAC field. The field will default
to the SCAC code defined for the selected carrier code in Carrier Maintenance.

The SCAC is an internationally accepted two-to-four digit number used in the transportation
industry to identify freight carriers used in Electronic Data Interchange (EDI) transactions and
shipping documents (such as Bill of Lading, Freight Bill, Packing List, and Purchase Order).
These codes are commonly used by the automobile, petroleum, forest products, and chemical
industries, as well as suppliers to retail businesses, carriers engaged in railroad piggyback
trailers, and ocean container drayage.Enter the free form text that denotes the SCAC code. If
you associate a SCAC code with the shipment method, it displays on sales order
acknowledgements, the packing slips for customer shipments, miscellaneous shipments,

9 October, 2023
 master packs, transfer orders, purchase orders, EDI 855s (Outbound PO Acknowledgments),
and EDI 856s (Advance Shipment Notices).

8. If your company uses the Internationalization Configuration:

l Specify an Intrastat Code for this method of shipping. The Intrastat ship via code you
enter into this field is included in the transaction details when you post an invoice.

l Select Bordercrossing Required if a country entry or exit point should be entered with
this ship via is used. The information is used for Intrastat reporting.

Intrastat is the system used for collecting statistics on the trade of goods between the member
states of the EU. Organizations that are VAT-registered and trade in goods with other EU
member states are required to provide details of these transactions. This includes the shipping
and receiving of goods for the purpose of secondary processing and Return Material
Authorizations (RMAs).

If you trade with any of the other EU member states, you have a responsibility to report the
trade to HM Revenue and Customs. You generate the required Intrastat data, generate the
Intrastat report and output file which can be submitted the data electronically to HM Revenue
and Customs (HMRC).

HMRC uses specific terminology to describe the movements of goods between EU member
states: arrivals, or acquisitions; and dispatches, or removals (rather than imports or exports as
these terms instead define trade with countries that do not belong to the EU).

9. In the Tracking Website card, enter a Placeholder and a URL. The Placeholder specifies the
portion of the URL replaced with an actual tracking number, once the shipment is processed.
Enter a placeholder value in this field; a variable name that makes the tracking URL more
readable. The URL holds the web address where shipments using this shipment method are

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 tracked. Enter the applicable URL in this field, including the placeholder variable.

If you enter a URL into this field, the segment of the URL that represents the placeholder (in
the example, <TrackingNumber>) must match the placeholder value defined into the
Placeholder field. The Kinetic application replaces this value with the tracking number
recorded at time of shipment.

Federal Express is one of the Ship Via methods, and the applicable web address for their
shipments would be defined as follows:

http://www.fedex.com/Tracking?tracknumbers=<TrackingNumber>&cntry_
code=us UPS is another Ship Via method.

The applicable web address for their shipments would be entered asfollows:

http://wwwapps.ups.com/etracking/tracking.cgi?&TypeOfInquiryNumber=T
&InquiryNumber1=<TrackingNumber>

In both cases, <TrackingNumber> is the placeholder value, which you define in the
Placeholder field. When a shipment is processed in the Kinetic application, it replaces this
placeholder value with the actual tracking number for the package.

10. Save the changes.

Deactivating Records
Select the Inactive check box on the Ship Via card if you want to deactivate this ship via code. You
may need this if it's an old record, and is no longer in use. This removes the record from available
active options and searches in other apps.

11 October, 2023
More info on deactivating ship via codes here
You routinely add new ship via codes that are active, but over time may get retired and replaced with
new ones. In order to prevent you from choosing an invalid option that is no longer applicable, Kinetic
enables you to mark a ship via inactive. The deactivating option prevents you from unknowingly use
the old retired data on an order or during shipment. That saves your time, and allows you ship your
products without delay.

Depending on the app you use, you will see an Inactive Ship Via status alerting you to the inactive
data (like in Purchase Order Entry, Quote Entry, Demand Contract Entry).

Sometimes, you may see the Ship Via field displays no data. This happens when, for example, you
create a sales order from a quote with an inactive ship via code, or you create a duplicate from the
PO that has the ship via code deactivated.

In some cases, you will see an error message alerting you to the inactive code.

To learn more about the deactivating function, refer to the Deactivating Record article.

12 October, 2023
Defining Package Codes
You can define package codes that denote various kinds of shipping containers (for example, 8 x 10
Container, Multi-Unit Box) in the Package Code Maintenance app.

For each package code, you can specify the volume, weight and internal/external dimensional
measurements (Width, Height and Length). For each type of measurement, you also specify if a user
can override the standard measurement values at the time of shipment.

A package code is not required for shipping of items, but you can use it for reference if necessary.
You can designate a package code as Returnable or Expendable. Returnable packages are
shipping containers your recipients can send back to your facilities for refill or reuse; package codes
designated as Expendable are those that are non-returnable and non-refillable.

In this article, we will cover:

l Adding Package Codes

l Associating Package Codes with Specific Sites and Internal Part Numbers

l Assigning Package Codes to Specific Customer Ship to Cross References

Adding Package Codes

1. Open the Package Code Maintenance app.

The Landing page displays. The page displays all te existing package code records.

2. To select an existing record, select the package code link inside the grid.

13 October, 2023
3. To add a new package code, select New .

The Details card displays.

4. Enter the Package Code ID and Description.

5. Select the Package Type for the record you are creating.

This denotes the type or general category of packaging materials to which this package code
belongs.

To learn more about package types, review the Creating Package Types article.

6. Select the Package Material Type (if any) you are assigning to this package code.

To learn more about package material types, review the Creating Package
Material Types article.

14 October, 2023
 7. Enter the Maximum Stack for the package code.

Specifies the maximum number of packages of this type that can be stacked upon one
another.

8. Enter the Extension Digit for the package code.

This value overrides the default value generated by the SSCC code and is used as the first
digit of the SSCC code when you ship this package type.

9. Enter the Dimension and Internal Length values.

l Length Type

l Prompt - Designates whether users can enter a different internal length at time of
shipment than what is specified for the package code. Select Prompt if you wish to
allow user entry or override of the internal package length at time of shipment.
You can (optionally) enter a predefined internal package length in the unlabeled
field to the right.

l Set Value - Designates whether the internal package length is a predefined set
value. Select Set Value and enter the predefined internal package length into the
unlabeled field to the right to prevent users from overriding this dimensional value
at time of shipment.

l Length - Specifies the internal length dimension for this package code. Enter the
appropriate dimension information, expressed in the unit of measure selected in the
Dimensions UOM field. You must enter a whole numeric or decimal value.

10. Define the Internal Width and Internal Height values.

15 October, 2023
 The fields definitions are the same as for the 'Internal Length', but you are setting
values for 'Width' and 'Height'.

11. Enter External Length values.

l Length Type

l Prompt - Designates whether users can enter a different external length at time of
shipment than what is specified for the package code. Select Prompt if you wish to
allow user entry or override of the external package length at time of shipment.
You can (optionally) enter a predefined external package width in the unlabeled
field to the right.

l Set Value - Designates whether the external package length is a predefined set
value. Select Set Value and enter the predefined external package length into the
unlabeled field to the right to prevent users from overriding this dimensional value
at time of shipment.

l Length - Specifies the predefined external package length dimension for this package.
Enter the appropriate dimension information, expressed in the unit of measure selected
in the Dimensions UOM field. You must enter a whole numeric or decimal value.

12. Define the External Width and External Height values.

16 October, 2023
 The fields definitions are the same as for the 'External Length', but you are setting
values for 'Width' and 'Height'.

13. Define the Weight values.

l Weight UOM - Specifies the UOM code that denotes the unit of measure (for example,
pounds, kilograms, tons) in which the maximum gross and tare weights are expressed
for this package code.

l Tare Weight Prompt - Designates whether users can enter a different tare weight at
time of shipment than what is specified for the package code. Select Prompt if you wish
to allow user entry or override of the package tare weight at time of shipment. You can
(optionally) enter a predefined tare weight in the unlabeled field to the right.

l Tare Weight Set Value - Designates whether the package tare weight is a predefined
set value. Select Set Value and enter the predefined package tare weight into the
unlabeled field to the right to prevent users from overriding this dimensional value at
time of shipment.

l Tare Weight - Specifies the predefined tare weight for this package. Enter the
appropriate weight information, expressed in the unit of measure selected in the
Weights UOM field. You must enter a whole numeric or decimal value.

17 October, 2023
 l Max. Gross Weight - Specifies the maximum gross weight for the package. This is the
weight that should not be exceeded for both the package and its contents. Enter the
appropriate weight information, expressed in the unit of measure selected in the
Weights UOM field. You must enter a whole numeric or decimal value.

14. Define the Volumes values.

l Volume UOM - Specifies the UOM code that denotes the unit of measure (for example,
fluid ounces, cubic feat, liters) in which internal and external measurements are
expressed for this package code.

l Internal Volume - Specifies the predefined internal volume of the package. Enter the
appropriate volume information, expressed in the unit of measure selected in the
Volumes UOM field. You must enter a whole numeric or decimal value.

l External Volume - Specifies the predefined external volume for the package. Enter the
appropriate volume information, expressed in the unit of measure selected in the
Volumes UOM field. You must enter a whole numeric or decimal value.

15. Select the Expendable check box if the shipping container/package is expendable and cannot
be returned to you by the recipient for reuse.

If you select this check box, the 'Returnable' check box is disabled.

16. Select the Returnable check box if the shipping container/package can be returned by the
recipient so you can reuse or refill it for future shipping transactions.

If you select this check box, the 'Expendable' check box is disabled.

17. Select Save.

18 October, 2023
Associating Package Codes with Specific Sites and Internal
Part Numbers
Use the Internal Part by Site card to associate package codes to specific internal part numbers for a
specific site.

To associate the package code with specific sites and internal part numbers:

1. Expand the Internal Part by Site card.

2. Select New.

3. Select the Site to which you are associating the package code.

4. Enter the Internal Part to which you are associating the package code.

The following rules apply. You set these rules in the 'Part' app:

l The part can not be 'Lot Tracked'.

l The part can not be 'Serial Number Tracked'.

l The part can not be a 'Sales Kit' part.

l The part must be marked as 'Quantity Bearing'.

5. If necessary, select the Track Returnable check box.

Designates if returns of this shipping container/package by recipients should be tracked for the
specified site and internal part. You can mark a package code as 'Returnable' or 'Expendable',
but not both. This check box is enabled only if you selected the 'Returnable' check box on the
'Details' card.

6. If necessary, select the Track Expandable check box.

Designates if the shipping container/package is considered expendable should be tracked for

the specified site and internal part. Expendable packages are those that discarded by
recipients and cannot be returned for reuse and refill. You can mark a package code as
'Returnable' or 'Expendable', but not both. This check box is enabled only if you selected the
'Expandable' check box on the 'Details' card.

19 October, 2023
 7. If applicable, select the Reason Code In and Reason Code Out.

l Reason Code In - Specifies the reason code used for tracking of receipts of this
shipping container/package type (for the specified site and internal part number) when
they are returned to your facilities.

You would select the reason code is you selected the 'Track Returnable'
check box.

l Reason Code Out - Specifies the reason code used for tracking of shipments of this
shipping container/package type (for the specified site and internal part number) from
your facilities.

You would select the reason code is you selected the 'Track Expandable'
check box.

8. Select Save.

Assigning Package Codes to Specific Customer Ship to

Cross References
On the Ship To Cross Reference card, you can assign the package code to specific customer ship
to cross references, and to part numbers used by ship-to-customers to identify types of shipping
containers (if any). The Electronic Data Interchange (EDI) and Labeling functions use these package
code-customer ship-to-cross references when processing inbound EDI demand records and
converting them to orders and shipments.

1. Expand the Ship To Cross Reference card.

2. Select New.

3. Enter the Customer to which you are assigning the package code.

4. Enter the Ship To to which you are assigning the package code.

5. Enter the Ship To Container Part ID and Description. This is the part number and description
(if any) used by the ship to customer to identify this type of shipping container.

20 October, 2023
6. Enter an Internal Part .

The following rules apply. You set these rules in the 'Part' app:

l The part can not be 'Lot Tracked'.

l The part can not be 'Serial Number Tracked'.

l The part must be marked as 'Quantity Bearing'.

7. Select Save.

21 October, 2023
Using Legal Numbers
Some countries require you use legal numbers with company transactions. Legal numbers improve
tracking and auditing because they make sure business documents and transactions have unique
sequential numbers. For example, you can indicate within Company Configuration that legal
numbers are required on all customer printed invoice and credit documents.

Legal numbers have two categories:

l Legal document numbers - These numbers are assigned to external documents like packing
slips, sales invoices, and credit memos. The number assignment occurs when the documents
are posted or printed.
l Legal transaction numbers - These numbers are assigned when documents are created that
do not require printing, for example, manual journals and cash receipts.
You can generate legal numbers for financial, supply chain and manufacturing transaction
documents throughout the application. To generate legal numbers for a transaction, the following
information is required:

l At least one of the required transaction type defined in Transaction Document Type
Maintenance. One must have a selected Default for System Transaction check box.
l At least one legal number configuration for the transaction type defined in Legal Number
Maintenance. The transaction document type must be selected.
You use Transaction Document Type to associate transaction document types to system
transactions. You then use Legal Number Maintenance to define the prefixes, formats, masks,
sequences, and legal text. You link number legal number configurations to specific transaction
document types.

If your Kinetic application is integrated with another financial application, legal numbers can also be
generated through this external system and then returned to the Kinetic application. You may then
view the legal number through various tracking programs.

You can view legal numbers in various programs, trackers, logs and reports. When you print tags,
generated legal numbers associated with the transaction print on the tag.

Use the landing pag of the application to view existing legal numbers or to enter a new one.

In this article, we will cover:

l Creating a new legal number

l Setting the format of the legal numbers
l Setting up default sequences
l Creating alternate prefixes and sequences
l Linking legal numbers to document types

22 October, 2023
Creating a New Legal Number
1. From the main menu, navigate to Financial Management > General Ledger > Setup > Legal
Number.

2. Select New to add a new legal number.

3. Enter the legal number identifier you use to locate the legal number sequence and a concise
explanation of the legal number purpose.

4. Select the system transaction to which the legal number is linked from the Number Type drop-
down list. Specific transaction document types are defined in the Transaction Document Type.

5. Select the Enable Change History check box if you want to record the history of all changes
made to the legal number configuration. If a warning window appears, select Yes to confirm
that you want to log all changes to the legal number configuration.

6. Use the fields in the Generation Type section to define how the legal number is generated.
You can select either an Automatic or Manual generation type. You can also select the
Generate SSCC check box to indicate a Serial Shipping Container Code number should also
be generated for this legal number. For more information about how to use SSCC numbers,
review the Shipping and Receiving articles.

7. In the Generate On field, select at what point during the transaction to generate the legal
number.

For Automatic Generation Types

l Save - The legal number generates when the document is saved and after the
validations to save the document are complete.
l Print - The legal number generates when the document prints and after the validations
to print the document are complete.
l Post - For financial transactions. The legal number generates when you click Submit to
post the document.
l Close - For shipping transactions. The legal number generates when the shipment has
a status of Closed, Staged or Shipped.
l Received - For receipt transactions. The legal number generates when you receive a
line on the packing slip.
For Manual Generation Types

l Assign - The legal number generates when you manually assign it to the document,
using the Actions >Legal Numbers > Assign Legal Numbers, menu option.
l Save - When you save the document, a prompt appears where you can enter the legal
number for the document.

23 October, 2023
 Based on the Number Type selection, some Generate On options might not be
available.

8. Leverage the fields available within the Prefix Type section to define how the prefixes
generate for this legal number. You can create user-defined or journal code prefixes. If you
select the journal code type, you must select the journal you need from the Journal Code drop-
down list.

9. Use one or more of the following check boxes within the Number Options section to determine
how the legal numbers display to the user after generation.

l Select the Display Number After Generation check box if you want the legal number to
display to the user after generation.
l Select the Use Pre Numbered Formats check box if you want to print the transaction
and the legal number using an installed numbering format. This check box is available
when you select Automatic from the Generation Type drop-down list.
l Use one or more of the following check boxes to determine if you want sequences
assigned by sites, warehouses and/or by users:
l Allow Prefixes By Sites - indicates you want sequences assigned by sites codes.
l Allow Prefixes by Warehouse - indicates you want sequences assigned by
warehouses.
l Allow Prefixes by Users - indicates you want sequences assigned by users.
l Select the Allow change after printed check box to indicate documents can be changed
after printed with an assigned Legal Number. If this check box is clear, you cannot
change the document once is printed, your only options is to void the Legal Number,
change the document, and assign a new Legal Number.
l Select the Allow change after printed check box to indicate documents can be changed
after printed with an assigned Legal Number. If this check box is clear, you cannot
change the document once is printed, your only options is to void the Legal Number,
change the document, and assign a new Legal Number.
10. Define the number of lines that can be printed using a pre-numbered format in the Detail Lines
in Format field. This field is active when the Use Pre Numbered Formats check box is
selected.

11. Indicate the user can change the prefix on the legal number using the Overrideable Prefix
check box.

This check box is available if the Type field is set to the Manual option.

When you activate the Overrideable Prefix check box, you can create alternate prefixes and
alternate prefix sequences for this legal number.

24 October, 2023
 This functionality is explored in the Alternate Prefixes and Sequences section later in this
aticle

12. Use the Number Option drop-down list to define how numbers generate for this legal number
method.

This check box is available if the Type field is set to the Manual option.

Available options:

l Sequence entered manually – The user must directly enter the number.
l Sequence system generated – The application automatically generates a number.
13. Select a Calendar to define the fiscal calendar for this legal number.

14. In the Voiding Option section, use the Automatic Void check box to determine if legal number
are voided automatically when the transaction is deleted. You can also enter a predefined
voiding reason that displays in transaction logs and in reports.

Based on the number type, different fields in this section may be view only:

l If automatic voiding is not available for the number type, the section is
disabled.
l If only automatic voiding is available for the number type, the Automatic
Voiding check box is selected and view only. You can update the Voiding
Reason field with a custom reason.

15. Select Save.

Setting the Format of the Legal Numbers

Define the format of the legal number.

A legal number is composed of mandatory and selected optional elements. In the Format card, you
can select which elements to include in the legal number format and in what order the elements
should appear. You can also select to divide the different elements by standard and conditional
separators. When the legal number using the legal number configuration generates, the legal
number uses the format defined in this sheet.

You can also define additional formatting information, including sequence length, separator
symbols, date format options and the free text element text.

1. In the Available Elements pane, review the elements you can select to include in the legal
number configuration and select an element.

25 October, 2023
 The following elements are available for selection:

l Conditional Separator - Alternate or conditional separator used to separate elements of

the legal number. Typically, this is used to separate the fiscal year suffix.
l Day - The date the document was created
l Fiscal Year - The fiscal year of the document date, based on the fiscal calendar
l Fiscal Year Suffix - The suffix of the fiscal year of the document date, based on the fiscal
calendar
l Fiscal Period - The fiscal period of the document date, based on the fiscal calendar
l Free Text - Free text to be used in legal numbers. This text can be up to 12 characters in
length. This text is defined in the Free Text field.
l Legal Number ID - The current legal number configuration
l Prefix - The main, alternative or fiscal period-specific prefix . This element is mandatory.
l Quarter - The fiscal quarter of the document date, based on the fiscal calendar. A fiscal
quarter is a number of full or not full three month ranges starting from the Fiscal Year
start date.
l Separator (1,2,3,...) - Specifies the character used to separate different elements of a
legal number. The default value is the hyphen "-".
l Sequence -A unique numeric sequence for the legal number prefix. The element length
defaults to 8 digits but you can change it. This element is mandatory.
l Site - Site associated with the document. If the document is not associated with a
specific site, the current site is used.
l Transaction Document Type - The transaction document type associated with the
document.
2. If you want to move an element from the Selected Elements list to the Available Elements list,
use drag and drop.

To include separators in the legal number, move the separator elements in the
Available Elements list to the Selected Elements list and place them where you
want the separators to appear. Separators display in the Formatted Legal
Number Sample field.

3. Enter the Sequence Length to define the length of the sequence number. Valid entries are 1-
10.

4. Divide sequences within the legal numbers using the Separator Symbol.

5. Enter the Alternative/Conditional Separator typically used to divide the fiscal year suffix.

6. Add the text to display in the selected Free Text element.

26 October, 2023
 7. In the Fiscal Year Format field, select whether the fiscal year element should display in 2 or 4
digits.

8. Now, specify whether the fiscal period displays with one, two or three digits. The fiscal period
ends with leading zeros.

9. Select the Add Leading Zero to 1-digit day check box if the Day element should always
display in two digits. If the day is one digit, a leading zero is added. If clear, the Day value is
displays without leading zeros.

10. Review a sample of the formatted legal number and the estimated character length of the
formatted legal number. The maximum number of characters is 30.

An indicator shows if the length is within 30 characters or if it exceeds 30 characters.

l If the legal number is under 30 characters, a green Length is OK indicator appears.

l If the legal number exceeds 30 characters, a red Length exceeds maximum indicator
appears.

If the Generate SSCC check box on the Detail sheet is selected, legal number
format is ExtensionDigit-Prefix-Sequence-AutogeneratedNumber (The -
separator does not appear).

27 October, 2023
 11. Select Save.

Setting Up Default Sequences

Default sequences define the typical sequences through which the current legal number generates.
You can set up these sequences for each fiscal year, or for each period in the fiscal year. You can
also indicate when this default sequence is no longer available.

To add a default sequence, on the Default Sequences card, select . In a new row that appears on
the grid, enter the Transaction Year and fiscal Period (optional) during which you want this default
legal number sequence to be used.

28 October, 2023
If you need, define the Start Sequence and End Sequence for the current legal number. These
values determine the first and last numbers available for this sequence.

In the Available field, enter the number of pre-printed forms are present to use with this default
sequence.

When you finish, save the sequence.

Creating Alternate Prefixes and Sequences

You can create alternate prefixes and sequences for the current legal number. You can add alternate
options on the Alternate Prefix card when the Overrideable Prefix, Allow Prefixes by Site, Allow
Prefixes by Warehouse, or Allow Prefixes by Users check boxes are selected. Users then select
these alternate legal number options as needed.

Linking Legal Numbers to Document Types

Use the Document Type card to link the legal number with selected transaction document types.
You can associate multiple sequences with the document types selected in Customer Maintenance
and AR Invoice Entry.

The available document types must not be assigned to another legal number. They must also be
both active and restricted to the legal number’s system transaction.

29 October, 2023
To link a transaction document type to a legal number, select the transaction document type in the
Available Document Type panel. The transaction document type will appear on the Assigned
Document Type list.

Continue to add the transaction document types you need. When you finish, save the legal number.

30 October, 2023
Creating a Transaction Document Type
Create AP and AR transaction document types in Transaction Document Type Maintenance.
These document types are government mandated. You need to set them up so they follow with the
statutory document types and represent a document type assigned to a legal number. For example,
you can create document types for AR invoices, promissory notes, withholding tax certificates,
shipments, tax receipts, and other transactions.

All AR and AP general ledger transactions must have a document type. The system uses them to
drive the correct legal numbering for the transaction as each document type has its own numbering
set.

You must link each document type to the applicable legal number format and number sequence. Use
Serial Number Maintenance to create serial numbers with the appropriate conditions.

If the same document type applies to both Accounts Receivable and Accounts Payable,
you must manually set up a document type for each module.

Use the landing page of the application to view the existing transaction document types or create a
new one.

In this article, we will cover:

l Creating a transaction document type

l Adding authorized users to a transaction document type

Creating a Transaction Document Type

1. From the main menu, go to Financial Management > Cash Management > Setup >
Transaction Document Type.

2. Select New to create a new transaction document type.

3. Enter the name of the new document type in the Document Type field and add its description.

4. From the System Transaction drop-down, select the system transaction type that the system
assigns to this document type.

31 October, 2023
 5. Select the Default for System Transaction check box if you want to make this document type
the default one for all system transactions of this type you enter.

You must mark a document type as a system transaction default if it is the only
entry of the selected transaction.

6. Select Save.

Adding Authorized Users to a Transaction Document Type

In some territories, such as Romania, you need to assign authorized users to transaction document
types - specifically to the AR Invoices and Credit Memos types. These users will be authorized
issuers of legal numbers the system uses for the selected document type. You can then track who
created these transactions in the database. To add an authorized user:

1. Expand the Authorized Users card.

2. Clear the All Users check box.

You can't clear this check box for a transaction type you defined as Default for
System Transaction.

3. Select New to add a new authorized user.

32 October, 2023
4. In the User ID column, select the blank space in the line and enter the user's name or select it
from the drop-down.

If you need to delete an authorized user, select their line in the grid and select Delete
Authorized User from the grid Overflow menu .

5. If necessary, select the Default check box for the user to make this document type the default
one for when the user creates the relevant system transaction.

6. Continue to add the authorized users you need. When you finish, select Save .

If you want to go on and set up a transaction document type for e-invoicing, refer to the Adding
a Document Type for E-Invoice Transactions article.

33 October, 2023
Setting Up Shipment Classes
You can combine common supplier shipments into a class. Within a class, you set up characteristics
of common containers being shipped, including volume and default cost information. All this you can
do in Supplier Shipment Class Maintenance.

You need shipment classes when you add container shipments in Container Landed Cost Entry.
Specific information associated with the supplier shipment class code becomes the defaults for the
corresponding fields in Container Landed Cost Entry. However, you can override these defaults for
specific container shipments. For more info, go to the Combining Shipments of Suppliers article.

Use the landing pag of the application to view existing supplier shipment classes, or to enter a new
one.

In this article, we will cover:

l Creating a shipment class

l Adding an indirect cost

Creating a Shipment Class

1. From the main menu, go to Material Management > Shipping / Receiving > Setup >
Supplier Shipment Class.

2. Select New to add a new shipment class.

3. In the Class Code field, enter a short code that will help you identify this shipment class later.

4. Add additional information to describe the shipment class in the Description field.

5. Specify the Loading Port and Discharge Port.

6. In the Ship Via field, select a shipping method.

7. In the FOB field, specify how the supplier pays the shipping charges.

8. Enter the number of Shipping Days it takes for the container to reach the destination.

34 October, 2023
 9. In the Carrier Information group box, enter the carrier details.

10. In the Container Details group box, define the container characteristics.

35 October, 2023
 11. Select Save.

Adding an Indirect Cost

Once you created a supplier shipment class, you can now link an indirect cost to it.

1. On the Indirect Cost card, select New to add a new indirect code to the class.

2. From the Charge ID drop-down, select the code for your indirect charge.

3. Review the Landed Cost Amount associated with this charge code.

4. Select Save.

36 October, 2023
Setting Up Workstations
You can use the Workstation Maintenance app to establish information for the workstation,
including the station ID, the warehouse and bin of the workstation, and the method of getting weight.

You can integrate a workstation manifest web URL by enabling the manifest details. Additionally,
you can establish the scale devices or printers that are attached to a specific workstation and you
can further specify the default printer or device for a workstation. There is also the option to specify a
length of time that the client waits for a response from a weight service for each workstation.

In this article, we will cover:

l Creating a new workstation

l Adding devices to workstations

Creating a New Workstation

1. Open the Workstation Maintenance app.

The Landing page displays. The page displays a list of existing workstations.

2. To select an existing workstation, select the WorkStationID link inside the grid.

You can also search for a specific workstation on the 'Workstation ID' field.

37 October, 2023
3. To add a new record, select New.

The Details card displays.

4. Enter a new Workstation ID you will use to represent the workstation.

5. Select the station type from the drop-down list.

6. In the Description field, enter further information to describe the workstation.

7. Select the warehouse in which the workstation is located.

38 October, 2023
 8. Specify the bin in which the workstation is located.

9. Use the Weight Input field to enter the basis by which weight is determined:

l Prompt for Weight - An input box displays prompting for the weight of each 'Pack ID'.
l Get weight from part configuration - The weight of the 'Pack ID' is automatically
calculated from the weight of each part that is packed.
l Get weight from scale - The scale is connected with the configuration from the 'Devices'
card. The weight comes in from the scale.

10. Select the Auto Quantity check box if the pack station should enter 1 for the quantity.

When you select this check box, you cannot scan the 'Quantity' field.

39 October, 2023
11. Select the Enabled check box if you want to use the Manifest fields.

12. Specify the URL (web site) for the Pack Out manifest information.

13. Use Manifest / Weight Capture Point to enter the basis by which weight is acquired:

l Pack ID - The weight is acquired for each Pack ID, and each Pack ID is considered
separately. If you select this option then you can freight a pack using the 'Customer
Shipment Entry', 'Miscellaneous Shipment Entry', 'Subcontract Shipment Entry', and
'Transfer Order Shipment' apps. You cannot freight a master pack.
l Master Pack - The weight is acquired for the master pack, and only the master pack is
manifested. If you select this option then you can freight a master pack using the 'Master
Pack Shipment Entry' app. However, you are not able to freight a pack using the
'Customer Shipment Entry', 'Miscellaneous Shipment Entry', 'Subcontract Shipment
Entry', and 'Transfer Order Shipment' apps.
l Both - The weight is acquired for each Pack ID and master pack. If you select this option
then you can freight a pack or master pack using the apps mentioned in the points
above.

14. Select the unit of measure for weight.

40 October, 2023
15. Select the unit of measure for size.

16. Enter the TimeOut sec value.

41 October, 2023
 17. Log Manifest Messages indicates if the workstation stores the freight request and response
data, in the XML file format, in the server log for the current company. Select this flag to enable
the storing of the freight request and response data. Clear this flag to indicate that you do not
want to store this data.

18. Select Save.

Adding Devices to Workstations

You can also define a default device at the workstation level, for example, a default printer or digital
scales.

1. Expand the Devices card.

2. Select New .

3. Enter a description for the device.

4. In the Type field, select the correct type.

Available options include:

42 October, 2023
 l Printer - When a user logs into this workstation, this default printer is automatically used
for both regular printing and auto-printing. If a report does not have a rule that defines a
network printer path, this default workstation printer is used for any reports, forms, or
labels printed from this workstation.
l Scale - When a user logs into this workstation, this default scale is automatically
selected.
l USB Scale - Select if the added device is a 'USB Scale' device.

To learn about how to use the 'USB Scale' feature, review the Working with
USB Scale article.

5. Select the Default Device check box.

6. Fill in the respective required fields that get enabled depending on the type of device you
select.

7. Select Save.

43 October, 2023
Operations
This section details the operations available in the Shipping and Receiving module. Each operation
is described as a workflow to help guide you through the process from start to finish. These apps are
primarily found within the General Operations folder of this module. If a unique setup record is
required to run the operation, this record is also described in this section.

44 October, 2023
Generating the Scheduled Shipments Report
Run the Scheduled Shipments Report to display outstanding order releases quantities.
The standard version of the report, does not show Bin Locations for the Part Numbers. The user
would need to two reports or track each Shipment individually to identify where these parts are
located.

Fortunately, SSRS reports can be customized to include additional fields and information. A table –
table relation can be added in the Report Data Definition and thus, allow the addition of new fields to
the report. This allows you to include the following fields:

l Warehouse
l Bin Location
l On Hand Quantity
Once you deploy the modified version of the SSRS report, you can continue running the report the
same way it has been executed before. When deploying the custom version, you can also choose to
either replace the existing version of the report, or create a new Report Style so you can run both
versions.

The outstanding order release quantity is calculated by subtracting both the Shipped Quantity and
the Shipped from Stock Quantity from the Order Release Quantity. If this value is negative, the
outstanding quantity is set to zero.

Outstanding Quantity = Order Release Quantity – (Shipped Quantity + Shipped from

Stock Quantity)

The report only displays quantities marked as Shipped on a packing slip.

The Selection parameters include:

l Due On or Before - The cutoff date for the report. Only open order releases that are dated on
or before this date are printed on the report.
l Include Site to Site Shipments - Select if you want the report to include shipments made from
one internal site to another internal site.
l Sort By - Gives you the option to sort out the report by Due Date/Customer,
Customer/Part/Due Date, Due Date/Part, and Part/Due Date.
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.

45 October, 2023
 After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. This check
box is only available if you select a schedule other than Now.
To generate the report:

1. From the main menu, go to Material Management > Shipping / Receiving > Reports >
Scheduled Shipments.
2. Select the parameters depending on what you want the report to display.

3. Select Print Preview.

46 October, 2023
Generating the Sales Order Pick List Report
Run the Sales Order Pick List Report to display open sales order releases due within the spe-
cified date range.

The report only displays quantities that are not shipped.

The Selection parameters include:

l Dates - Select the beginning and end dates for the report.
l Next Page Per Report - Select for the report to display a new page per sales order.
l Print Bar Codes - Select for the report to display bar codes.
l Print Kit Components - Select for the report to display details of the kit components on the
pick list, including the component item number, description, quantity per kit, and extended
quantity.
l Include Orders with No Ship Date - Select for the report to display order that don't include
ship dates.
l Filter - Informs you whether you used filters or not. After you select a specific filter option, the
fields located in this pane display values depending on whether you filtered (Some Selected)
or you did not (All Selected).
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. This check
box is only available if you select a schedule other than Now.
To generate the report:

1. From the main menu, go to Sales Management > Order Management > Reports > Sales
Order Pick List.
2. Select the parameters depending on what you want the report to display.

3. Select Print Preview.

47 October, 2023
48 October, 2023
Entering Customer Shipments
When trading with a customer, a shipment of the products is one of your main responsibilities. The
'Customer Shipment Entry' app helps you process shipments to the customers. It allows you enter
shipments and define shipped items using a single program. You can specify the packs, carrier
options, status, serial numbers, billing and invoice information, and other shipment details.

In this article, we will cover:

l Specifying Shipment Details

l Creating Pack Lines
l Setting Up Delivery Details
l Adding Miscellaneous Charges
l Reviewing Shipment Activities

Specifying Shipment Details

First, define details for your shipment.

To enter a pack record:

1. Open the Customer Shipment Entry app.

The Landing page displays. The page lists all the existing packs. To select an existing pack,
select a pack link inside the grid line.

2. To add a new pack, select New Pack.

The Header Details card displays.

3. Search for and select a order you are going to ship.

49 October, 2023
 You create sales orders using the 'Order Entry' app.

4. If the ordered items are linked to a PCID, search for and select a relevant PCID number.

5. Define shipping information.

6. Select Save.

Kinetic generates a new pack number.

The number in the screen shot is just an example.

Creating Pack Lines

A pack record can contain one or more detail lines that define the shipping quantities sent out with
each pack record. On the Pack Lines cards, you can create lines, change the country of origins,

50 October, 2023
warranty codes, identify the final destination of the goods, and so on.

In this section, we will cover:

l Adding Pack Lines

l Changing Country of Origins
l Setting Up Tax Details
l Identifying Final Destination Of the Goods
l Changing Warranty Codes
l Adding Shipment Component Issues

Adding Pack Lines

To create a pack line:

1. In the Nav tree, select the Line Details node.

The Line Detail card displays.

2. To add a new line, select New Line.

3. In the Order Number field, search for and select an order line.

4. Enter a release number in the Release field and press Tab.

5. Review the From Inventory card.

51 October, 2023
 In this case, we are shipping '10' units of part 'DCD-100-SP'.

6. If you are shipping from production, review the From Manufacturing card.

This would be the case for non-stock parts.

7. Verify the Shipped Complete check box is selected.

8. The line status Complete if the full quantity is shipped on the pack line.

52 October, 2023
 9. Select Save.

Editing Country of Origins

Expand the Country of Origins card to change or override country of origin information for a shipped
part. This information denotes the countries in which the item was manufactured, produced or grown,
and the percentage makeup based on quantity or value of the raw materials. The default information
comes from the country of origin information defined for the shipped part in the 'Part' app.

Some European countries require reporting of the specific countries of origin and relative
content/value percentage breakdowns per country when parts arrive from other 'European Union'
(EU) countries. The rules determining the country of origin vary greatly, depending on the industry
and country to which or from the product is being shipping. The content and value percentage
breakdown is a labeling requirement for some industries. This information can be overridden for
specific shipments throughout the application.

To change the country of origins:

1. In the Nav tree, select the Country of Origin Detail node.

The Country of Origin Detail card displays.

2. To add a new country, select New Country of Origin.

3. Select the country of origin.

53 October, 2023
 4. Specify the relative 'Quantity' and 'Value' percentage of the shipped product that originates in
the selected country.

5. Select Save.

Setting Up Tax Details

If you select the 'Calculate Taxes for Customer Shipments' check box in the 'Company Configuration'
app, Kinetic calculates tax amounts for customer shipments when a pack (or master pack) is shipped
or closed, and then stores it internally for use when printing the associated packing slips.

54 October, 2023
To review taxes:

1. In the Nav tree, select the Details node.

This is the very top node in the Nav tree.

2. Scroll down to locate the Tax card and expand it.

3. Review the tax information for the shipment and its line.

4. Select Save.

55 October, 2023
Identifying Final Destination Of the Goods
Use the Mark For card to identify the final destination of the goods for the sales order.

You would typically use this card when you ship an item to a distribution center instead of directly to a
customer, and the distribution center requests that the item be marked with a name and address for
reshipment to one of their customers.

l In this case, the 'Ship To' is the distribution center, and the Mark For is the final destination
address of the package.
l If the 'Allow One Time Ship To' check box has been selected on the 'Customer Maintenance >
Customer > Detail' card, you can select the 'One Time Ship To' check box to manually enter a
one time ship to address. The 'Mark For' information prints on shipping labels and packing
slips.
If the sales order was created from a quote and you have the 'Dealer Network Management' license
installed, Kinetic retrieves the information from the 'Line > Dealer Info' card in the 'Opportunity/Quote
Entry' app and uses it to identify the final destination of the goods.

To locate the 'Mark For' card:

1. In the Nav tree, select the Line Details node.

The Line Detail card displays. Minimize the card upon launch.

2. Scroll down to locate the Mark For card and expand it.

56 October, 2023
 3. Review the card.

In this example, we are shipping to the 'Dalton' customer.

Changing Warranty Codes

You can change a warranty code for the shipment line on the Warranty card.

Once you add a line to your packing slip you can change the existing warranty code tied to the
shipped item via Part Maintenance and Product Group or add a new one, if the shipped item is not
linked to a warranty code. To add a new code, select and search for a warranty code.

To locate the 'Warranty' card:

1. In the Nav tree, select the Line Details node.

The Line Detail card displays. Minimize the card upon launch.

57 October, 2023
2. Scroll down to locate the Warranty card and expand it.

3. In the Warranty field, search for and select a warranty.

58 October, 2023
 4. Select Save .

Adding Shipment Component Issues

Use the Sales Kit Component Issue card to ship parts that are components of a sales kit.

You must ship kit components complete. This means components must be shipped together at one
time. Kit components are not set for backflush. This means that you must pull each component part
individually from stock. You need to enter the location from which kit components were picked, and
cannot change the quantity of the components.

This card enables you to enter the locations from which the components were picked. You can also
use it to assign serial numbers to component parts.

To locate the Sales Kit Component Issue card:

1. In the Nav tree, select the Line Details node.

The Line Detail card displays. Minimize the card upon launch.

59 October, 2023
 2. Scroll down to locate the Sales Kit Component Issue card and expand it.

3. Select new and add details if the part you are shipping is a sales kit card.

Setting Up Delivery Details

Expand the cards on the Customer Shipment Entry > Manifest Info card to set up carrier options for
the 'Pack ID', billing options for the order, or to enter freight information settings for 'Fedex' or 'UPS'.
You can also use these cards to establish a pack as a 'Phantom Pack', or to track manifest
information.

In this section, we will cover:

60 October, 2023
 l Establishing General Carrier Options
l Establishing Carrier Options for International Shipments
l Setting Billing Options
l Entering Freight FedEx Information
l Entering Freight UPS Information
l Setting Packs As Phantom Packs
l Tracking Manifest Information

Establishing General Carrier Options

Locate the Manifest Info > General card to specify carrier options for a 'Pack ID'. The options default
from the customer/ship to record for the first order that is packed, but you can change them here.
This information is sent to the manifest system where the Pack ID is freighted.

To locate the General card, select the Manifest Info node in the Nav tree.

Here is more information about the following fields in this card:

l COD - Select this check box if a COD is required. The default comes from the first sales order
added to the pack. If the shipment has a defaulted value, it is not recalculated when it is
closed.
l Bill of Lading - Select this button to launch the 'Quick Ship Bill of Lading' form. For the 'Bill of
Lading' launch button to activate, you must select the 'Bill of Lading' check box located on the
'Company Configuration > Materials > Shipping and Receiving' card.
l International - Select this button to launch the 'Quick Ship International Shipments' form. For
the 'International' launch button to activate, you must select the 'International Shipments c' box
located on the 'Company Configuration > Materials > Shipping and Receiving' card.

61 October, 2023
Establishing Carrier Options for International Shipments
Use the Manifest Info > General International card to establish carrier options for international
shipments for the 'Pack ID'. The options on this card default from the customer/ship to record for the
first order that is packed, but they can be changed here. This information is sent to the manifest
system where the 'Pack ID' is freighted.

To locate the 'General International' card:

1. In the Nav tree, select the Manifest Info node.

2. Scroll down to locate the General International card and expand it.

62 October, 2023
 3. Select the International Shipment check box and define the rest of values.

Setting Billing Options

Set up billing options for the order on the Billing card.

To locate the 'Billing' card:

63 October, 2023
1. In the Nav tree, select the Manifest Info node.

2. Scroll down to locate the Billing card and expand it.

3. Define the values on the card.

64 October, 2023
Entering Freight FedEx Information
Expand the FedEx card to enter freight information settings for FedEx. It is useful if FedEx is the
shipping service with which you send shipments.

Entering Freight UPS Information

The UPS card helps you enter freight information settings for UPS. It is useful if UPS is the shipping
service with which you send shipments.

Setting Packs As Phantom Packs

You can establish a pack as a Phantom Pack using the Phantom Details card.

A phantom pack is a pack whose contents are not necessary to know at an item level. In other words,
a case is being sent, and the ID, weight, and recipient are important, but the contents are
unimportant.

To establish this pack as Phantom, the status of the pack must be Closed. In addition,
you cannot enter a pack as master packs, or assign it to current master packs. Phantom
pack shipments do not sent order or part information to the freight web service. Once a
pack is freighted, no further changes can be made to it. For more information about
phantom packs, see Phantom Pack Logic.

65 October, 2023
Tracking Manifest Information
Using the Manifest Response card, you can track manifest information such as published freight,
discounted freight, and tracking number for the manifest. The information on this tab is sent to the
manifest system, and received back when the pack ID is freighted. These fields are then updated
with the results from the manifest system.

Adding Miscellaneous Charges

Enter miscellaneous charges for freight or other charges that will be printed on the pack using the
Misc Charges card. These charges will be available for A/R invoicing.

To add a charge:

1. Select the Details node in the Nav tree.

This is the very top node.

2. Expand the Miscellaneous Charges card.

66 October, 2023
 3. Select New .

4. Specify Charge ID, Description, Type, Percentage, and Charge values.

5. Select Save .

Reviewing Shipment Activities

Using the Activity page review information relevant to your shipment.

You cannot modify information on the Activity page.

You can review information about:

l Quotes - If the shipment has been quoted, review this card.

l Sales Order - Review the sales order information relevant to the shipment.
l Invoices - If an AR invoice exists for this shipment, review this card.

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 l Cash Receipts - Displays a cash receipt information if the customer who ordered the items
paid for the shipped items.
l Serial Numbers - If the shipped items were serial numbers tracked, review this card.
l PCIDs - If the shipped items were part of a PCID(s), review this card. Items in Kinetic can
belong to a PCID identificator. To understand the PCID concept, think of an IKEA example.
You order a couple of items and you hand pick them from two separate shelves. Both shelves
hold a different quantities of the ordered items. In this example, the shelves would your PCIDs.

Open the Explorer tab to see a graphical representation of relationships between related quotes,
orders, shipments, AR invoices and payments – providing a detailed overview of the quote to cash
cycle:

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 The record you are in is always outlined with black borders.

This relationship “map” consists of five card groups:

1. Quote
2. Order
3. Shipment
4. AR Invoice
5. Payment
Each card contains a basic overview and an underlined link (the
Quote/Order/Shipment/Invoice/Payment Number field), which opens a panel with detailed
information:

More details can be added to the grid using the Personalize Columns option in
the panel’s Overflow menu. You can also select the record to access it.

When there are four or more cards in a group, a collapsed version of the cards displays:

You can select the underlined link on the collapsed cards to view a panel with all the records listed:

69 October, 2023
 More details can be added to the grid using the Personalize Columns option in
the panel’s Overflow menu. You can also select the record to access it.

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Combining Shipments of Suppliers
Combine shipments of one or more suppliers using Container Landed Cost Entry. The combined
shipment may then be shipped into one or more containers.

You can specify a supplier shipment class code (previously defined in Supplier Shipment Class
Maintenance) for the container shipment. Specific information associated with the supplier shipment
class code becomes the defaults for the corresponding fields when it is used in Container Landed
Cost Entry, but can be overridden for specific container shipments.

When a container is shipped from a supplier, a notification is received with the actual shipment date,
estimated arrival date, and volume specification of the shipped goods. Based on this information, the
related purchase order releases can be updated with new due dates and quantities. Define landed
costs (for example, duties, indirect costs, and uplift percentages) for each shipment. When the parts
are received, the application applies landed costs to the part unit cost. The Status field displays the
current status of the container shipment, based on transactions already processed in Container
Landed Cost Entry.

In this article, we will cover:

l Сreating Combined Shipments

l Creating Shipment Lines
l Entering Indirect and Landed Costs
l Using Overflow Menu

Сreating Combined Shipments

To create a combined shipment using landed costs:

1. From the main menu, go to Material Management > Shipping / Receiving > General
Operations > Container Landed Cost Entry.

2. Select New to add a new combined shipment.

3. Enter your shipment information, including the description, shipment class.

4. In Shipping Days, enter the number days it takes for this container shipment to reach its
destination; the default comes from the shipping class you selected.

5. Enter the date the container was shipped. The application adds the number of shipping days to
calculate a Due Date for the container shipment.

6. Enter your Volume and Weight unit of measures.

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 7. Select Save.

Creating Shipment Lines

Use the Lines card to enter or modify the container landed cost line information, including duty
information for the container shipment.

To add the line information:

1. Select New Shipment Line on the Lines card for each shipment you wish to combine.

2. Search for or enter a Purchase Order and select the Lines you wish to combine into the
shipment.

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3. Use the Duties card to apply tariff codes to container lines.

The duty amount calculations are based on the tariff codes linked to the commodity codes for
each shipment item. The duties are passed on the preference scheme linked to the country of
origin of the part. One or more tariff codes can be added to each shipment line. For each
specified tariff code, the application makes a calculation based on the tariff formula and the
purchase order item value, and summarizes, per shipment line, the result for each tariff
calculation.

4. On the Tax card, add shipment line taxes, select tax calculation parameters and view total tax
amounts for the container shipment line.

You can add the taxes on the Tax> Container Shipment Taxes card of the Details page.

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 5. Select Save.

Use the Add Multiple Shipment Lines feature of the Overflow menu to add several
lines to the shipment.

Entering Indirect and Landed Costs

On the Indirect Costs card, apply any miscellaneous charges or credits to the shipment, if
necessary. With the Landed Costs card, enter landed cost information and related comment text for
the container shipment.

To apply the costs:

1. On the Indirect Costs card, card select to add costs.

2. Specify the sequence number, charge id, and other information as required.

3. Save the changes.

4. Navigate to the Landed Costs card to enter landed cost information for the shipment. Landed
costs - including duties, indirect costs, and uplift costs - can be defined for each shipment and
are applied to the part unit cost when the shipment is received.

5. Select a Disburse Method, including indirect cost method, quantity, value, volume, weight,
and manual.

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 6. After entering your values, select the Disburse Indirect Cost icon.

Using Overflow Menu

To apply charges to the total landed cost:

1. From the Overflow menu, select Get AP Invoice Misc Charges. The AP Invoice Misc Charge
window displays with a grid of AP invoices already assigned to the Shipment ID.

2. From the AP Invoice Misc Charges window, select the purchase orders you want to add, and
select OK.

To copy Items from one container to another container:

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 1. From the Overflow menu, select Split Container Shipment. The AP Invoice Misc Charge
window displays with a grid of AP invoices already assigned to the Shipment ID.

2. From the Split Container Shipment window, select the Selected check-box of the container
details you wish to copy.

To transfer indirect charges to a shipment:

1. From the Overflow menu, select Transfer Indirect Costs. The Transfer Indirect Costs menu
displays with a list of indirect cost records on a grid for the shipment.

2. Enter or select TargetShipmentID to search for the container shipment where you want to
transfer the indirect costs.

3. Select OK.

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This action is only available if the Calculate Taxes for Receipts check box is selected in Company
Configuration. If the check box is clear, this action is disabled.

1. On the Detail card, search for and select a Shipment ID.

2. From the Overflow menu, select Calculate All Taxes. All taxes are calculated for the
container.

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Entering Shipments to Subcontractor Suppliers
Subcontractor Shipment Entry allows you to enter shipments to subcontractor suppliers for Work in
Process (WIP) parts that require outside processing. By creating the shipment record, you can
process the part movement when they are outside your site and track the material shipped to
subcontractors.

Use the landing page of the application to view existing shipments to enter a new one.

In this article, we will cover:

l Specifying Subcontractor Shipment Details

l Creating Pack Lines
l Setting Up Delivery Details

Specifying Subcontractor Shipment Details

You can ship WIP parts directly from a job to a subcontract supplier. For example, you send out parts
to be painted by your supplier. To do this, you create pack records. Enter packing slip heading
information on the Header Details card. This information includes the pack number, the supplier
name and address, and the method of shipment.

1. From the main menu, navigate to Material Management / Shipping / Receiving / General
Operations.

2. Select New to add a new shipment.

3. Enter or search for the Supplier ID to whom you are shipping the materials.

4. Select a Ship Via code.

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 5. Select Save.

Creating Pack Lines

A pack record can contain one or more detail lines that define the shipping quantities sent out with
each pack record. On the Pack Lines cards, you can create lines, change the country of origins,
warranty codes, identify the final destination of the goods, and so on.

In this section, we will cover:

l Adding Pack Lines

l Changing Country of Origins

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Adding Pack Lines

1. Select New to add a new line in the Shipment Lines card.

2. If you select the line number, the Line Detail page opens. You can also open it by selecting the
Line Details node in the navigation tree. Here you can specify some more details on the line, if
necessary. For more information of the fields there, you can use the field help available in the

Help and Support panel of the application.

3. Search for and select the sales order in the Job Number field.

4. Select the Assembly.

5. Specify the shipment quantity.

6. If you need to delete a line:

1. In the Lines card, select a line you want to delete so it highlights in yellow.

2. From the grid Overflow menu , select Delete Line. If a confirmation message
appears, select Yes.

7. If you set up Get Weight from Scale option in Work Station Maintenance, use the Get
Weight option to initiate the connection to the scale and retrieve the weight.

8. Select Save.

Changing Country of Origins

Expand the Country of Origins card to change or overrride country of origin information for a
shipped part. This information denotes the countries in which the item was manufactured, produced
or grown, and the percentage makeup based on quantity or value of the raw materials. The default
information comes from the country of origin information defined for the shipped part in the Part
Maintenance > Reporting > Country of Origin card.

Some European countries require reporting of the specific countries of origin and relative
content/value percentage breakdowns per country when parts arrive from other European Union

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(EU) countries. The rules determining the country of origin vary greatly, depending on the industry
and country to which or from the product is being shipping. The content and value percentage
breakdown is a labeling requirement for some industries. This information can be overridden for
specific shipments throughout the application.

To change the country of origins:

1. Select New to add a new country.

2. Select the country of origin.

3. Specify the relative quantity and value percentage of the shipped product that originates in this
country.

4. Select the Primary check box if this is the primary country of origin for this shipped part.

5. Select Save.

Setting Up Delivery Details

Expand the cards on the Manifest Info page to set up carrier options for the Pack ID, billing options
for the order, or to enter freight information settings for Fedex or UPS.

In this section, we will cover:

l Establishing General Carrier Options

l Establishing Carrier Options for International Shipments
l Setting Billing Options
l Entering Freight FedEx Information
l Entering Freight UPS Information
l Tracking Manifest Information
Go to the Manifest Info > General card to specify carrier options for the Pack ID. Here you can
specify default carrier settings for subcontractor shipments. These settings include delivery and
pickup, handling, insurance, and cash on delivery (COD) options. The information is then sent to the
manifest system where the Pack ID is freighted.

Here is more information about the following fields in this card:

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 l COD - Select this check box if a COD is required. The default comes from the first sales order
added to the pack. If the shipment has a defaulted value, it is not recalculated when it is
closed.
l Bill of Lading - Select this button to launch the Quick Ship Bill of Lading form. For the Bill of
Lading launch button to activate, you must select the Bill of Lading check box located on the
Company Configuration > Materials > Shipping and Receiving card.
l International - Select this button to launch the Quick Ship International Shipments form. For
the International launch button to activate, you must select the International Shipments check
box located on the Company Configuration > Materials > Shipping and Receiving sheet.

Establishing Carrier Options for International Shipments

Use the Manifest Info > General Intl card to establish carrier options for international shipments for
the Pack ID. The options on this card default from the customer/ship to record for the first order that
is packed, but they can be changed here. This information is sent to the manifest system where the
Pack ID is freighted.

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Setting Billing Options

Set up billing options for the order on the Billing card.

Entering Freight FedEx Information

Expand the FedEx card to enter freight information settings for FedEx. It is useful if FedEx is the
shipping service with which you send shipments.

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Entering Freight UPS Information
The UPS card helps you enter freight information settings for UPS. It is useful if UPS is the shipping
service with which you send shipments.

Tracking Manifest Information

Using the Manifest Response card, you can track manifest information such as published freight,
discounted freight, and tracking number for the manifest. The information on this tab is sent to the
manifest system, and received back when the pack ID is freighted. These fields are then updated
with the results from the manifest system.

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85 October, 2023
Entering Packs for Miscellaneous Material
Miscellaneous shipments are shipments that are sent for non-billable material. Using the
Miscellaneous Shipment app, you can enter packs for miscellaneous material and print packs for
the return of discrepant parts to a supplier from a Discrepant Material Report (DMR) record. Packs
entered in this app are not invoiced, but you can track in the 'Miscellaneous Shipments Tracker' app.
You can also insert references to orders, jobs, or projects.

Use the landing page of the application to view existing shipments or to enter a new one.

In this article, we will cover:

l Entering Details for Miscellaneous Pack

l Specifying Line Details

l Setting Up Delivery Details

Entering Details for Miscellaneous Packs

1. Open the Miscellaneous Shipments app.

The Landing page displays. The page displays a list of existing packs.

2. To select an existing pack, select the Pack ID link inside the grid. You can also search for a
specific pack on the 'Pack ID' field.

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3. To add a new record, select New.

The Header Details card displays.

4. Enter a new Pack ID you will use to represent this pack.

5. Specify the shipping date.

6. Choose the shipping method from the drop-down list.

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 7. Enter the stage number associated with the miscellaneous shipment.

8. Mention the name of the shipping person.

9. Enter a log number or reference code that you want to assign this shipment.

10. Enter the comment that needs to be printed on the shipment labels.

11. Provide the name of the person making the entry.

12. Specify the name of the customer to whom you send the shipment.

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13. Enter the address, city, state, postal code, and country for the shipment.

14. Specify the tracking number and weight of the shipment and select the unit of measure of the
weight from the drop-down list.

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15. Enter the Order Number, PO Number, Job Number, DMR Number, RMA and RMA line.

The Type, Call and Line fields will automatically get populated based on your RMA Line.

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 Here is more information about the following fields in this card:

l Order Number - Refers to the sales order number associated with the shipment.
l PO Number - Refers to the purchase order number associated with the shipment.
l Job Number - Refers to the production job number associated with the shipment.
l DMR Number - Refers to the number of a discrepant material report.
l RMA - Refers to the RMA number tied to this customer.
l RMA Line - Refers to the RMA line tied to this customer.
l Type - Refers to the Job Type description for which the shipment is related.
l Call - Refers to the Service Call number related to a job which is associated to the
shipment.
l Line - Refers to the Service Call line that is related to a job for the shipment.
16. Specify the package code and classification.

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 Here is more information about the following fields in this card:

l Code - Refers to the packaging type record.

l Classification - Refers to an existing classification record.
17. Enter the package measurements along with its unit of measure.

18. Enter your comments in the General Shipping Comments field.

19. Select Save.

Specifying Line Details

1. Expand the Shipment Lines card.

2. Select New.

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3. Specify the part number for this miscellaneous shipment line.

4. Enter a description for the part.

5. If needed, enter the Attribute Set and Customer Part.

6. Mention the quantity.

7. Select Save.

8. Select Line Details from the navigation tree.

9. Reconfirm the line details which you had previously entered and add shipping comments if
required.

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10. If required, you can edit or add a country of origin for a shipped part on a Country of Origins
card.

Specify the quantity percentage and value percentage.

This information denotes the countries in which the item was manufactured, produced or
grown, and the percentage makeup based on quantity or value of the raw materials. The
default information comes from the country of origin information defined for the shipped part in
the Part Maintenance > Reporting > Origin card.

Some European countries require reporting of the specific countries of origin and relative
content / value percentage breakdowns per country when parts arrive from other European
Union (EU) countries. The rules determining the country of origin vary greatly, depending on
the industry and country to which or from the product is being shipping. The content and value
percentage breakdown is a labeling requirement for some industries.

11. You can reconfirm the details by selecting Country Of Origin Detail in the navigation tree.

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 12. Select Save.

Setting Up Delivery Details

Select Manifest Info from the navigation tree and expand the cards on the page to set up carrier
options for the Pack ID, billing options for the order, or to enter freight information settings for Fedex
or UPS. You can also use these cards to establish a pack as a Phantom Pack, or to track manifest
information.

In this section, we will cover:

l Establishing General Carrier Options

l Establishing Carrier Options for International Shipments
l Setting Billing Options
l Entering Freight FedEx Information
l Entering Freight UPS Information
l Setting Packs As Phantom Packs
l Tracking Manifest Information

Establishing General Carrier Options

Go to the General card to specify carrier options for the Pack ID. The options default from the
customer/ship to record for the first order that is packed, but you can change them here. This
information is sent to the manifest system where the Pack ID is freighted.

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 1. Select the delivery / pickup check boxes that are appropriate for you.

2. If you charge a handling fee, select the Apply Charge check box.

Enter the cost in the Charge field.

3. If you have an insurance for the shipment, select the Declared Value check box and enter the
value.

4. If you provide cash on delivery for the shipment, select the COD checkbox and enter the
amount.

5. Select the 'Add Freight to Amount' and 'Cashiers Check/Money Order Required' check boxes
as per your requirement.

6. Select Save.

Establishing Carrier Options for International Shipments

Use the General International card to establish carrier options for international shipments for the
Pack ID. The options on this card default from the customer/ship to record for the first order that is
packed, but they can be changed here. This information is sent to the manifest system where the
Pack ID is freighted.

1. Select the International Shipment check box to activate the other fields.

2. Select all the check boxes applicable for you.

3. Enter the details of the freight forwarder like ID, name, contact, phone and address.

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 4. Select Save.

Setting Billing Options

Set up billing options for the order on the Billing card.

1. Select the billing type from the drop-down list.

2. Enter the account number.

3. Enter the phone number and the mailing address.

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 4. Select Save.

Entering Freight FedEx Information

Expand the FedEx card to enter freight information settings for FedEx. It is useful if FedEx is the
shipping service with which you send shipments.

1. Select the COD check box and the Ground Collection Type.

2. If you want to receive an alert, select the Notification check box and enter your email address.

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3. If the shipment needs to be delivered home, select the Home Delivery check box and specify
the date, phone number and include any required instructions.

4. If needed, you can enter reference notes.

5. You can also select the non-standard packing and priority alert check boxes.

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 6. Select Save.

Entering Freight UPS Information

The UPS card helps you enter freight information settings for UPS. It is useful if UPS is the shipping
service with which you send shipments.

1. Select the delivery confirmation type from the drop-down list.

2. If required, select the additional handling check box.

3. If you need to be notified, select the Notify check box and enter the 'ship from company' and
memo.

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 4. Enter your reference information.

The Quantum View card allows you to add e-mail address for the delivery.

To add the e-mail:

1. Select the Notify check box.

2. Select New on the Quantum View List card.

3. Enter your email address.

4. Specify shipment, failure or delivery notification(s).

Here is more information about the following fields in this card:

l Delivery Notification - Select to send a notification of shipment delivery.

l Failure Notification - Select if the email address is being notified of a failed shipment.
l Shipment Notification - Select to send a notification of shipment.

5. Select Save.

Tracking Manifest Information

Using the Manifest Response card, you can track manifest information such as published freight,
discounted freight, and tracking number for the manifest. The information on this tab is sent to the
manifest system, and received back when the pack ID is freighted. These fields are then updated
with the results from the manifest system.

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102 October, 2023
Creating Packs for Shipments
With the PackOut Entry app, create, pack, and unpack Pack IDs using a bar code scanner. Fields
are automatically enabled and disabled for ease of scanning with minimal mouse usage. The search
functions for each field are progressively restrictive based on entries in previous fields. For example,
if 'Part A' is entered in the 'Part' field, searches in the Line field will yield only the lines that hold 'Part
A' as a quantity available to pack or unpack. This sheet is available only if you have the Package
Management license installed. You can enter data directly by keying it in, or via barcode entry if the
hardware is installed to do so.

To disable the 'PackOut' card, select the Disable Pack Out check box located in the
Modules > Shipping Receiving > General card in the Site Configuration Control app.

To pack a Pack ID:

1. Open the Packout Entry app.

2. To search for existing records, use the Pack ID field.

3. To create a new pack out, select New Pack.

4. Search for and select a sales order.

5. Search for and select a part for the shipment.

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 Notice the Match Found icon displays.

6. Search for and select a package code for the shipment.

7. Enter the shipment quantity.

8. Select Save .

Kinetic generates a new pack ID.

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105 October, 2023
Combining Separate Pack IDs Into One Master
Pack Group
In Master Pack Shipment, combine separate pack IDs (master packs) into one master pack group to
ship as one shipment. You can select the shipment type for the master pack, but the pack is then
restricted to only shipments of that type.

Use the landing page of the application to view existing master packs or to enter a new one.

In this article, we will cover:

l Creating a New Master Pack

l Adding Packs

l Establishing Manifest Options for the Pack

Creating a New Master Pack

1. Open the Master Pack Shipment Entry app.

The Landing page displays.

2. Use the Pack field to search for and select an existing pack.

You can also click the Master Pack number in the Landing page's grid.

3. To create a new master pack, select New Master Pack.

The Header Detail card displays.

4. In the Shipment Type field, select one of the master pack options.

For example, if you are shipping a transfer order then select the 'Transfer' option. You can also
select the 'Sales Order', 'Subcontract', and 'Miscellaneous'.

5. Define a Ship Via value for your pack using the Ship Via field.

6. Use the Log field if you need to specify the reference number for the shipment.

7. Select the Freight Pack IDs Individually check box if you want to send information about each
pack as a separate container to QuickShip. If you clear this check box then you send all the
packs as a one container.

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 You can select this option for any of the available shipment types (Sales Order, Transfer,
Subcontract, Miscellaneous).

To freight a pack use the Overflow menu.

8. Select Stage option for the master pack.

Stages are useful for sorting one Pack ID shipment into several stages in the staging area.

You then use the Stage Ship Confirm program to confirm shipments of staged
pack IDs or master packs.

9. To print the master packing slip and labels, select Print from the Overflow menu .

If you need to delete a pack, select Delete Master Pack from the Overflow menu.

10. Select Save.

Kinetic generates a master pack number.

11. Remain in the Master Pack Shipment app.

Adding Packs
Next, add a pack to your master pack record.

1. In the Nav tree, select the Details > Master Pack Line List > Line Details node.

The Line Detail card displays.

2. Select New Pack.

3. In the Pack ID field, search for and select a pack you want to add.

l You cannot add 'Phantom Packs' to your master pack. To learn about the
phantom pack shipments, review the Shipping Phantom Packs article.
l The pack you want to add must be closed.

4. Select Save.

5. You can add more packs to your master pack by selecting New Pack.

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 6. The pack you add will be listed on the Pack detail card.

7. Remain in the Master Pack Shipment app.

Establishing Manifest Options for the Pack

Go to the Manifest Info > General card to specify carrier options for the Pack ID. The options default
from the customer/ship to record for the first order that is packed, but you can change them here.
This information is sent to the manifest system where the Pack ID is freighted.

In this section, we will cover:

l Establishing General Carrier Options

l Establishing Carrier Options for International Shipments
l Setting Billing Options
l Entering Freight FedEx Information
l Entering Freight UPS Information
l Tracking Manifest Information

Establishing General Carrier Options

Here is more information about the following fields in this card:

l COD - Select this check box if a COD is required. The default comes from the first sales order
added to the pack. If the shipment has a defaulted value, it is not recalculated when it is
closed.
l Bill of Lading - Select this button to launch the Quick Ship Bill of Lading form. For the Bill of
Lading launch button to activate, you must select the Bill of Lading check box located on the
Company Configuration > Materials > Shipping and Receiving card.
l International - Select this button to launch the Quick Ship International Shipments form. For
the International launch button to activate, you must select the International Shipments check
box located on the Company Configuration > Materials > Shipping and Receiving card.

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Establishing Carrier Options for International Shipments
Use the Manifest Info > General Intl card to establish carrier options for international shipments for
the Pack ID. The options on this card default from the customer/ship to record for the first order that
is packed, but they can be changed here. This information is sent to the manifest system where the
Pack ID is freighted.

Setting Billing Options

Set up billing options for the order on the Billing card.

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Entering Freight FedEx Information
Expand the FedEx card to enter freight information settings for FedEx. It is useful if FedEx is the
shipping service with which you send shipments.

Entering Freight UPS Information

The UPS card helps you enter freight information settings for UPS. It is useful if UPS is the shipping
service with which you send shipments.

The Quantum View card allows you to add e-mail address for the delivery.

To add the e-mail:

1. Select New on the Quantum View card.

2. Specify email, shipment notification, or failure notification.

Here is more information about the following fields in this card:

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 l Delivery Notify - Select if an electronic notification of delivery is being sent.
l Failure Notify - Select if the email address is being notified of a failed shipment.
l Shipment Notify - Select to send a notification of shipment.

3. Select Save.

Tracking Manifest Information

Using the Manifest Response card, you can track manifest information such as published freight,
discounted freight, and tracking number for the manifest. The information on this tab is sent to the
manifest system, and received back when the pack ID is freighted. These fields are then updated
with the results from the manifest system.

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112 October, 2023
Confirming Shipments
In Stage Ship Confirm Entry, confirm shipments of staged pack IDs or master packs. The Stage
process allows you to group Pack IDs, intended to be shipped together into stages. Once you move
Pack IDs into position for shipment, have a stage assigned, and their status is set to Staged, they are
available in Stage Ship Confirm Entry. In Stage Ship Confirm Entry, you can select a group of Pack
IDs and mark them as shipped all at once. You can then filter these staged pack IDs by stage
number, shipping status, shipment type, and ship via method. Lastly, you can confirm the selected
stage of each pack ID.

To learn more about master packs, refer to the Master Pack Shipment Entry article of
the Application Help.

In this article, we will cover:

l Confirming Shipments
l Viewing Errors

Confirming Shipments
1. From the main menu, navigate to Material Management > Shipping/Receiving > General
Operations > Stage Ship Confirm Entry.

2. Use the filter to select the master packs (Today, Less 1 day, Less 2 days, Less 3 days).
3. In the Selected column, select the master pack.

4. From the Overflow menu , select Ship Confirm.

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 To remove the Ship Confirm designation from the Pack ID, from the Overflow
menu , select the Unship Confirm. You can also unstage the pack ID or
master pack of the selected record by selecting the Unstage in the menu.

5. The Ship Status check box is selected indicating the package has been shipped.

6. Select Save.

Viewing Errors
Expand the Processing Errors card to view any errors generated from a background process that is
marking selected Pack IDs as shipped.

Here you can look up any errors generated while the batch process attempts to ship the selected
Pack IDs. Errors will remain in the log until you select the Unstage from the Overlow menu for the
Pack IDs in error, or they are successfully marked as shipped in the Ship Status field.

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Submitting Shipment Confirms
Execute a background process to handle a high volume of shipments, using the Submit Ship
Confirm option. It allows you to close the Stage Ship Confirm Entry and work in other programs
while the background process is running. You can periodically check the Processing Errors card to
see if any Pack IDs resulted in errors.

To run a process:

1. From the main menu, go to Material Management > Shipping/Receiving > General
Operations > Stage Ship Confirm Entry.

2. Use the filter to select the master packs (Today, Less 1 day, Less 2 days, Less 3 days).
3. In the Selected column, select the master pack.

4. From the Overflow menu , select Submit Ship Confirm. The Ship Confirm window
displays.

5. From the Overflow menu , select Process to start the batch process. The Process
Submitted window displays.

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6. Close the Ship Confirm window. You can now exit Stage Ship Confirm and work in other
programs while the batch process runs.
7. When you wish, open Stage Ship Confirm and go to the Processing Errors card to check for
any errors.

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Shipping Phantom Packs
The Phantom Pack functionality provides the ability to ship all items on an order, or multiple orders,
under a single Pack ID. When you create a Pack ID, the number of cartons you need is determined.
Any cartons with tracking numbers, size and weight, and freighted costs are sent to the shipping
manifest process. Required shipping labels are then generated for each physical box.

You can ship the Phantom Pack using the following apps. The logic is the same for each app you
use:

l Customer Shipment Entry

l Miscellaneous Shipment Entry
l Subcontract Shipment Entry
l Transfer Order Shipment Entry

When you freight a Phantom Pack then the information is included in the
'FreightServiceRequest' sent to Quick Ship.

The example below uses the 'Customer Shipment Entry' app. However, the same logic
applies to all the apps listed above.

In this article, we will:

l Verify workstation details

l Create a pack
l Enter a pack line
l Create phantom details
l Complete the shipment

Verifying Workstation Details

First, you need to verify whether

1. Open the Workstation app.

The Landing page displays.

2. In the Workstation ID field, search for and select the workstation you are signed into.

The Details card displays.

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 1. To verify what workstation you are signed into, on the Menu bar, select the User icon.

The Epicor System Admin panel opens.

2. Inside the panel, verify the verify the workstation in the Workstation field.

The workstation in the screen shot is just an example. Your workstation will be different.

3. Close the Epicor System Admin panel.

3. In the Manifest group box, select the Enabled check box.

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 4. Define the Web Service URL, Manifest/Weight Capture Point, Weight UOM, and Size UOM
values.

To learn about 'Workstation', review the Setting Up Workstations article.

5. Exit the Workstation app.

Creating a Pack
First, create a new pack.

As already mentioned, the steps below use the Customer Shipment app to ship a
phantom pack. Using the example below, you ship a sales order that includes a single
line.

1. Open the Customer Shipment Entry app.

The Landing page displays.

2. Select New Pack.

The Header Detail card displays.

3. In the Order Number field, enter a sales order number and press Tab.

4. Select Save.

5. In the Package group box, in the Code field, search for and select a package code.

The Package Measurements group box displays the 'Length', 'Width', and 'Height' values.

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 6. In the Tracking group box, enter a tracking number in the Tracking Number field.

7. In the Tracking group box, enter a weight value in the Weight field together with the Weight
unit of measure.

8. Select Save.

9. Remain in the Customer Shipment Entry app.

Entering a Pack Line

Next, enter a pack line.

1. In the Nav tree, select the Details > Shipment Lines > Line Details node.

2. Select New Line.

3. In the Line field, enter 1 and press Tab.

4. In the Release field, enter 1 and press Tab.

5. Scroll down to locate the From Inventory card and verify the warehouse and bin values are
selected.

If the part on the sales order line has the primary bin defined in the Part app, then the bin value
defaults and you don't have to select it.

6. Select Save.

7. Remain in the Customer Shipment Entry app.

Creating Phantom Details

Now create cases and freight a phantom pack.

1. From the Overflow menu, select Close.

You must close a pack to freight it.

2. In the Nav tree, select the Phantom Creation Options node.

The node is located at the very bottom of the Nav tree.

The Phantom Creation Options card displays.

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 3. In the Phantom Pack group box, select the Phantom Pack check box.

4. In the Number of Cases To Create field, enter 5 and press Tab.

Number five is just an example, you can enter any number if required.

5. In the Phantom Package Defaults group box, search for and select a package code in the
Package Code field.

6. Select Create Cases.

This is the blue button located in the top right-hand corner of the app.

The Phantom Details card's grind displays '5' lines. Each line holds the case number, tracking
number, weight, length, width, and height values.

7. Select Save.

8. If you want to freight the pack, select Freight from the Overflow menu.

The same applies if you want to unfreight the pack.

9. Remain in the Customer Shipment Entry app.

Completing the Shipment

Finally, complete the shipment.

1. In the Nav tree, select the Detail node.

This is the very top node.

The Header Detail card displays.

2. Select the Shipped check box.

3. Select Save.

4. Select Tracking Details.

This is the blue button located in the top right-hand corner of the app.

The website of the shipping company displays. For example, if you select 'UPS Ground' in the
'Ship Via' field, the 'UPS' website would display with the 'Tracking' page in focus.

5. Exit the Customer Shipment Entry app.

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Recording Receipts
Record a physical receipt of purchased materials to stock inventory, directly to a job, to a job
subcontract operation, or to manually enter the receipt of non-inventory parts such as office supplies
using the Receipt Entry app.

Receipt line items are either 'Purchase Order' receipts or 'Miscellaneous' receipts. Receipt
information updates the purchase order and creates transactions to update inventory or job
quantities and costs.

To add 'Certificate of Compliance' documents to the receipt line, install the 'Document
Management' module.

Save receipt entries to generate accounts payable invoice entries. Use the Accounts Payable card
in the 'Company Configuration' app to indicate whether you want to save receipt entries for accounts
payable. Enable the Quality Assurance module in your environment to receive parts for inspection
using the 'Receipt Entry' app. To complete this process, use 'Inspection Processing' in the 'Quality
Assurance' module after inspecting the parts you received.

You can't use the 'Receipt Entry' app to receive purchased items tied to a sales order release and
designated for drop shipment to the customer. An error message displays if you attempt to obtain a
drop ship release in the 'Stock Detail' card. Use the 'Drop Shipment Entry' app to mark a drop
shipped release as 'Received'.

Use the 'RMA Processing' app to receive parts returned by the customer.

In this article, we will cover:

l Adding a New Receipt

l Adding Receipt Lines
l Using Line Details
l Adding Duties Details
l Adding Indirect Costs
l Selecting Taxes
l Adding Receipt Taxes
l Adding Landed Costs
l Adding Landed Costs Details
l Reviewing Receipt Activities
l Using Additional Receipt Options

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Adding a New Receipt
1. Open the Receipt Entry app.

2. Select New to add a new receipt.

3. Enter the purchase order number or search for it in the PO field.

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4. Enter the supplier packing slip number that accompanied the received goods or search for it in
the Packing Slip field.

5. Enter the date the shipment arrived on in the Arrival Date field.

6. Select a ship via method for the receipt in the Ship Via field.

7. Select the Received All check box to indicate that you received all lines on the entire receipt

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 and review the totals.

8. Enter the User ID information in the Person field.

9. Enter the date when you created the receipt in the Receipt Date field.

10. If necessary, enter the number of the import document associated with this receipt in the
Import Number field.

11. Select the transaction document type for the transaction from the Transaction Document Type
drop-down.

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 12. Review other fields if necessary.

l Supplier ID - Identifier of the supplier of the purchase order you receive.

l Purchase Point - Supplier's purchase point.
l Entry Person - User ID of the person who is entering the receipt.
l Entry Date - Date on which you are entering the receipt transaction.
l Import Number - Number of the import document associated with this receipt.
l Imported From - Location or name of the country from which the material was imported.
l Legal Number - Legal number you are assigning to packing slip.
l Net Weight - Combined net weight of all receipt line items.
l Gross Weight - Combined gross weight of all receipt lines in the receipt.
l Lines Amount - Total part amount of all lines in the receipt.
l Indirect Costs - Total indirect costs for the receipt.
l Duties - Total duties for the receipt.
l Tax - Total tax amount for the receipt.
l Total - Total amount for the receipt.

13. Select Save.

Adding Receipt Lines

Record the physical receipt of materials on specified purchase releases to stock inventory, directly to
a job, to a subcontract operation on a job, or to enter the receipt of non-inventory parts such as office
supplies in the 'Receipt Line' card.

1. Select New to create a new line.

2. Select a receipt type from the Receipt Type drop-down.

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After you select the purchase order, line and release number you are receiving, the Receipt Type
field displays Purchased to indicate this a purchase order receipt, and the Transaction Type field
indicates the type of material purchase transaction. Depending on the transaction type displayed, the
system accordingly enables (or disables) specific fields for entry of the appropriate receipt
information.

Expand the Detail card to define and view general information for the receipt line, such as unit cost,
number of labels, tax settings and weight and import data.

Depending on the transaction type, you enter or view information specific to that transaction type in
one of two tabs: Stock or Job.

l Inventory - Material you purchased for receipt to stock inventory. You can indicate the
warehouse and bin location to which you receive the materials. Go to Detail > Stock to view
the pertinent information about the linked sales order releases for received items that you
marked as Buy To Order (BTO) items on the source purchase order release. This allows for
receipt in the same manner as a regular stock receipt lines.
l Job Material - Go to Detail >Job to specify material you purchased for receipt to the job
material sequence.
l Job Subtract - Go to Detail >Job to specify material you purchased for receipt to the job
subcontract sequence.
Select Miscellaneous in the Receipt Type field to manually create a receipt line that the system
doesn't associate with a purchase release. Then specify that you are manually create an inventory,
job material, job subcontract or other (non-inventory) material purchase receipt in the Transaction
Type field. You don't need to enter a purchase order number into the Receipt Entry field; you can
manually create receipt lines for non-inventory miscellaneous items (such as office supplies) if
necessary.

The Totals card displays totals information for all of the lines in the receipt.

3. Enter part number, quantities, and UOM in the appropriate fields.

You can enter this information manually or you can go to the full version of the
line details by selecting Line Detail in the navigation tree. On the Line Detail
card, you can search for parts and other required details.

4. Review other line details if necessary.

l Received - Total quantity you received to date for this purchase release.
l Received UOM - UOM code that represents the inventory unit of measure in which the
corresponding received quantity is expressed.
l PO - If the Receipt Type is set to Purchase Order, enter the purchase order that contains the
release the part you are receiving.

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 l Line - If you select the Buy To Order check box for the associated purchase release in the
Purchase Order Entry > Releases > Detail sheet, this field displays the identifier for the sales
order line number to which the item is tied.
l Rel - Release you are receiving or editing for the purchase order selected in the PO field.
l Part Number - Part number associated with the specified job number.
l Quantity Option - Type of quantity.
l Select Our Qty to access the Quantity field to enter the receipt quantity, expressed in
your stocking (inventory) unit of measure.
l Select Supplier Qty to access the Supplier Qty field to enter the receipt quantity,
expressed in the supplier's purchase unit of measure.
l UOM - UOM code that represents the inventory unit of measure in which the corresponding
received quantity is expressed.
l Override - If you select this check box, you can directly enter a quantity into the Supplier
Quantity field.
l Gross Weight - Gross weight of the item received for the receipt line, converted to the base
unit of measure.
l Gross Weight UOM - UOM code that represents the unit of measure in which the
corresponding quantity in the Gross Weight field is expressed.
l Job - Manufacturing job you are updating with this receipt.
l Asm - Job assembly.
5. Select the Generate PCID button to generate one or more PCIDs for the receipt line.

6. Select Save.

Using Line Details

View transactions that record the physical receipt of materials to stock inventory, directly to a job, to
a job subcontract operation, or receipts of non-inventory parts such as office supplies that are not
associated with a specific purchase order release on the 'Line Detail' card.

1. Select the Line Detail node in the Nav tree.

2. Enter the purchase order number or search for it in the PO field.

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 3. Enter the purchase order line for the purchase order selected in the PO field or search for it in
the Line field.

4. Enter the release for the purchase order selected in the PO field in the Release field.

5. Enter the part number of the item you received in the Part field.

6. Select the part revision number from the Revision drop-down.

7. Enter the description or search for the part associated with this transaction in the Description
field.

8. Scroll down and expand the Financial card.

9. Enter the tax category for the receipt line in the Tax Category field.

10. Enter the exempt code for the item in the Tax Exempt field.

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 11. Select the Taxable check box if you want to make the line taxable.

12. Scroll up to locate the Line Detail card and enter the number of labels in the No of Labels field.

13. Enter or search for a PCID in the PCID field.

14. Select Save.

For the details on the other fields, use the field help available in the Help and Support

panel of Kinetic.

Adding Duty Details

View tariff codes entered for the landed cost shipment receipt line in the Duty Details card.

1. Select Duty Detail node in the Nav tree.

2. Select New to add a new duty record.

3. Enter or search for the tariff code in the Tariff Code field.

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 4. Enter the duty amount in the Duty Amount field.

5. Review the rest of fields in the Detail card.

l PO - Purchase order number associated with the receipt line.

l Line - Purchase order line number associated with the receipt line.
l Release - Purchase order release number associated with the receipt line.
l Part - Part number that you shipped in the container. This information generates from the
purchase order line record.
l Part Description - Description of the part.
l Supplier Part - Supplier part number.
l Point of Origin - Country where the part was produced, extracted or fabricated.
l Commodity - Commodity code.
l Tariff Description - Description of the tariff code.

6. Select Save.

Adding Indirect Costs

To add indirect costs and indirect cost tax information select the Details node in the Nav tree and
expand the Indirect Costs card.

1. Select New to create a new indirect costs line.

2. Enter the purchasing miscellaneous charge code that is flagged for landed cost in the Charge

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 ID field.

3. Add and review other line details if necessary.

l Apply Date - Cost date to use to determine the correct currency exchange rate if the indirect
cost is not associated with an invoice miscellaneous charge.
l Exclude From LC - Select this check box to exclude the indirect cost from the landed cost
disbursement.
l Trans Value - Select this check box if the indirect charge increases the transaction value used
for disbursement.
l Tax Category ID - Sales tax categories divide taxes into groups that apply to different
products. This value defaults from the purchase order.
l Taxable - Indicates if this receipt indirect cost is a subject to taxation. Select this check box to
indicate that the receipt indirect cost is taxable.
l Currency Code - Currency code you are assigning to the indirect cost record. Currency codes
designate the type of currency you are assigning to the indirect cost record.
l Exchange Rate - Rate of exchange between the original, or source currency and the final, or
target currency used on the purchase order.
l Disburse Method - Calculation methods available for disbursing indirect costs.
l Type - Miscellaneous type code used in calculation of indirect costs.
l Percentage - If you select Percentage in the Type field, this field displays the associated
percentage rate.
l Doc Actual Amount -Actual miscellaneous charge amount before you apply indirect costs,
expressed in currency you selected in the Currency field.
l Invoice - Invoice number for the indirect cost invoice.
l Invoice Line - Invoice line number for the indirect cost invoice.
l Seq. Num - Miscellaneous sequence number for the indirect cost invoice.

4. Select Save.

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 To view detailed information, go to the Indirect Cost Detail page in the navigation tree
and expand the Detail card.

Selecting Taxes
Select tax calculation parameters, view total tax amounts, and define tax codes for the receipt as a
whole in the 'Tax' card. In the 'Receipt Entry' app, you can calculate taxes at the receipt level or by
pulling the calculations from the purchase order in the 'Tax' card.

1. Expand the Tax card.

2. Select the tax liability type from the Tax Liability drop-down.

3. Enter the date in the Tax Point and Tax Rate Date fields.

4. Select Save.

Adding Receipt Taxes

Scroll down and select tax calculation parameters, and view total tax amounts for receipt lines in the
Receipt Taxes card.

1. Select New to create a new receipt taxes line.

2. Select the tax type from the Tax Type drop-down.

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 3. Add and review other line details as necessary.

l Rate Code - Rate code for the selected tax type. It is only accessible in case of manual
calculation or for new lines you added manually.
l Percent - Tax rate percentage levied against the purchase order receipt independent cost.
l Manual Tax Calculation - Indicates if the tax calculations should be performed manually for
this purchase order receipt detail.
l Taxable Amount - Total purchase order receipt detail amount to which tax is applied,
displayed in the document currency.
l Tax Amount - Total taxable amount for the receipt detail.
l Reportable Amount - Reportable amount in the document currency.
l Fixed Amount - Fixed amount in the document currency.
l Deductible Tax Amount - Deductible amount of the tax.
l Collection Type - Description of the collection type.

4. Select Save.

To view detailed information, select the Tax Detail node in the Nav tree and expand the
Line Tax Detail card.

Adding Landed Costs

Enter the additional costs of receiving parts that Kinetic requires to reflect in the value of these goods
in the 'Landed Costs' card.

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1. Scroll down and expand the Landed Costs card.

2. Enter the necessary amount in the Specific Duty field.

3. Select the cost method from the Disburse Method drop-down.

This field is mandatory.

4. Enter the necessary uplift percentage in the Uplift % field.

5. Select Save.

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Adding Landed Costs Details
View landed costs for a shipment receipt line on the 'Landed Costs Detail' card.

1. Select the Landed Costs Detail node in the Nav tree.

2. Enter the indirect cost portion of the landed cost amount for this receipt line in the Indirect Cost
field.

3. Enter the volume of the shipping container associated with the receipt line in the Volume field.

4. Select the volume UOM code from the UOM drop-down.

5. Enter the gross weight of the items in the Gross Weight field.

6. Select the weight UOM code from the UOM drop-down.

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 7. Select the country where the part was produced, extracted or fabricated in from the Point of
Origin drop-down.

8. Select the commodity code from the Commodity drop-down.

9. Enter the purchase order line value, including discounts, but excluding VAT/sales tax in the
PO Transaction Value field.

10. Select Disburse Indirect Costs if you want to disburse landed costs for each landed cost
used.

For the details on the other fields, use the field help available in the Help and

Support panel of the application.

Reviewing Receipt Activities

Using the Activity page in the 'Receipt Entry' app you can review information relevant to your receipt.

You cannot modify information on the Activity page.

You can review information about:

l POs - Displays PO information for any POs that are on receipt lines on this pack slip.
l Line Activity - Displays transaction data (Part Transactions) for this pack slip, if any.
l Invoice Lines - Displays invoice line information for this packing slip, if any.
l Payments - Displays information (AP Transactions) that have been made against an invoice
for this packing slip, if any.

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 1. Select the Activity page.

2. Expand the card you need and review its information.

Open the Explorer page to see a graphical representation of relationships between related purchase
orders, receipts, AP invoices, and payments – providing a detailed overview of the procurement
cycle:

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 The record you are in is always outlined with black borders.

This relationship “map” consists of four card groups:

1. Purchase Order
2. Receipt
3. AP Invoice
4. Payment
Each card contains a basic overview and an underlined link (the PO/Packslip/Invoice/Payment
Number field), which opens a panel with detailed information:

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 More details can be added to the grid using the Personalize Columns option in
the panel’s Overflow menu. You can also select the record to access it.

When there are four or more cards in a group, a collapsed version of the cards displays:

You can select the underlinedlink of on the collapsed cards to view a panel with all the records listed:

Using Additional Receipt Options

After you create the receipt entry, you can use the following options:

l Printing Tags

l Printing Labels

l Printing Mass Receipts

l Printing Inventory Movement Reports

l Adding Intercompany Receipts

l Prompt for New Lot on Manual Entry

l Legal Numbers

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Recording Container Receipts
In Container Receipt Entry, record receipts of containers for all inventory materials (Stock, Job
Material and Job Subcontract) and non-inventory items.

In Container Receipt Entry, you only receive purchase receipt lines on a container.
Use Receipt Entry to receive purchase release lines not on a container. To receive
parts returned by the customer, use RMA Processing.

On receiving a container, the application automatically generates a PO receipt based on the

information of the container entered at shipment. With the volume information the app calculates
expected transport cost, which can be used to populate the landed cost information.

The container receipt process is similar to the Receipt Entry > Create Mass Receipts function. You
can receive parts to inspection in this app. If you do, you will need to use the Inspection Processing
app to complete the disposition of the receipt.

Use the landing page of the application to view existing container receipt records or to enter a new
one.

In this article, we will cover:

l Receiving a container
l Receiving a container shipment line
l Using tax details
l Using landed costs
l Printing tags, labels, and inventory movement reports

Receiving a Container Shipment

1. From the main menu, navigate to Material Management > Shipping/Receiving > General
Operations > Container Receipt Entry.

2. Select the Container ID for which you want to enter a receipt record.

3. In the Receipt Option field, specify what happens if the supplier ships fewer items than
expected according the associated purchase release.

l Create new - Immediately adjust the current purchase release to the received quantity.
Then use the original due date to create a new PO release for the variance quantity.
l Arrive short - Immediately adjust (reduce) the current purchase release and line
quantities to the quantity received.

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 l None - Take no action. Allow the Process MRP and Generate PO Suggestions apps
determine what additional action to take to resolve the variance quantity.
If the supplier ships more items than requested on the purchase release, the Kineticdoes not
update the shipment line and purchase release quantities. However, it does maintain an audit
trail that tracks what you ordered against what you received. This occurs regardless of the
selection made in the Receipt Option field.

4. The Status field displays the current status of the container shipment.

l Ordered - The container shipment items have been ordered but not shipped.
l Shipped - The container shipment items have left the export port.
l Imported -The container shipment items have passed customs.
l Arrived - The container shipment items are on site but not yet available for inventory.
You can still apply cost.
l Received - The container shipment items are in inventory, and the app posted GL
transactions. You can no loner add or apply inventory costs for the received items.
If you selected the Apply Landed Cost After Receipt check box in Company Configuration,
you can maintain and enter additional landed costs for the container shipment, even after you
receive inventory items associated with it in Receipt Entry or Container Receipt Entry. If you
enter additional landed costs for a container shipment post-receipt, it affects the total landed
cost for the container shipment, not the inventory cost of the received items themselves.

5. Select the Received All check box to automatically receive all lines on the entire container
receipt and review the totals.

6. Enter details and comments for the packing slip that accompanied the received items.

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 7. Select Save.

Receiving a Container Shipment Line

1. In the Lines grid, select the line you want to receive.

2. Select To Location if you need to change the Warehouse from the default receiving
warehouse to the warehouse specified on the PO. You also select this option if you need to
change the Bin from the default receiving bin to the primary bin specified for that part and
warehouse in Part Maintenance.
3. Enter the part quantity and UOM in the appropriate fields.

You enter this information manually or you can go to the full version of the line
details by selecting Line Detail in the navigation tree. On the Line Detail card,
you can view the part's information and other required details.

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l PO - Displays the purchase order that contains the part you are receiving.
l Line - If you select the Buy To Order check box for the associated purchase release in
Purchase Order Entry, this field displays the identifier for the sales order line number to
which the item is tied.
l Rel - Displays release you are receiving or editing for the purchase order selected in the
PO field.
l Part Number - Displays the number of the part that you are receiving.
l Quantity Option - Type of quantity. You can select Our Qty to enter the receipt quantity,
expressed in your stocking (inventory) unit of measure. Or you can select Supplier Qty
to enter the receipt quantity, expressed in the supplier's purchase unit of measure.
l Override - When selected, means that you can directly enter a quantity into the Supplier
Quantity field instead of cross reference calculations with the associated UOM
conversion.
l Job - Manufacturing job you are updating with this receipt.
l Asm - Job assembly.
l Tax Category - When selected, means the line is taxable.
l Tax Exempt - Displays the exempt code for the item.

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 For more details on the fields, use the field help available in the Help & Support panel of
the application.

4. Note, the Status field displays the current status of the line.

5. Select the Received check box to receive the container shipment line.

6. Select Save.

Using Tax Details

Review the container taxes and total tax amounts in the Tax card.

The tax information that displays comes from the taxes defined for the associated purchase order,
receipt or container shipment.

The data is display only, and you can't change it.

l Rate Code - Rate code for the selected tax type. It is only accessible in case of manual
calculation.
l Percent - Tax rate percentage levied against this invoice.
l Manual Tax Calculation - Indicates if you should manually run tax calculations for this
container receipt detail.
l Taxable Amount - Total container receipt taxable amount to which tax applies, displayed in
the document currency.
l Tax Amount - Total sales tax amount for the container receipt.
l Reportable Amount - Reportable amount in the document currency.
l Fixed Amount - Fixed amount in the document currency.
l Deductible Tax Amount - Deductible amount of the tax.
l Collection Type - Description of the collection type.

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 l Taxes calculations are complete when you mark a container line as Received.
l Taxes that display on Container Receipt come from Container Landed Cost. Taxes will not
change if you modify the quantity/unit price values.
l Any updates on price or quantity recalculate taxes.
l The app ignores any manual taxes from Container Landed Cost.

Using Landed Costs

In the Landed Costs card, view the landed costs generated by the container receipt. The app
calculates landed cost for each container receipt line. The fields are display only.

l Landed Cost - Total landed cost for the entire receipt.

l Applied to Receipt - Landed cost amount applied to the received items for the total receipt.
l Duty Amount - Specific duty amount for the entire container receipt. This is the prorated
portion of the specific duty amount based on the line tariffs as factor.
l Specific Duty - Specific duty amount for the container receipt. This is s prorated among the
container receipt lines using the line tariffs as a factor.
l Indirect Cost - Total indirect cost for the entire receipt.
l Uplift Indirect Cost - Uplift amount used to calculate additional landed cost amount that adds
to the specified indirect cost.
l Disbursed Amount - Total landed cost applied to the receipt lines.
l Disburse Method - Calculation method for disbursing the landed cost to the shipment lines
(Indirect Cost, Quantity, Volume (default), Weight, Value, Manual).

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In the Landed Costs Disbursement card, review landed costs disbursed for each container receipt
line.

Printing Tags, Labels, and Inventory Movement Reports

From the Overflow menu ,

l Select Print Tags to print tags to accompany the parts received on a container.
l Select Print Labels to print bar code labels for the received parts.
l If you need to print a report containing all the individually entered items for the job, use the
Print Inventory Movement option.

147 October, 2023

Creating Drop Shipments
Drop shipping is a supply chain management technique in which the seller does not keep goods in
stock, but instead transfers customer orders and shipment details to a third party (such as a
manufacturer or wholesaler), who then ships the goods directly to the customer. The seller makes
their profit on the difference between the wholesale and retail price.

Drop shipments are directly shipped by your suppliers to your customers. These goods are never
physically received into or shipped from your physical inventory because your supplier directly ships
the goods. Because of this, the application prevents drop shipment transactions from being
processed using the standard receiving or shipment programs.

You use Drop Shipment Entry to mark a drop shipped sales order release as shipped and mark the
linked PO release as received. Once the drop shipment transaction is selected as received/shipped
in Drop Shipment Entry, you can create a customer invoice for the drop shipped item using AR
Invoice Entry, and enter a supplier invoice received for the purchased item into AP Invoice Entry.
You do this in the same way as you process invoices for regular customer shipments and received
purchases. Read the Customers and Accounts Receivable chapter for more information on AR
Invoicing and the Suppliers and Accounts Payable chapter for information on AP Invoicing.

Use the landing page of the application to view existing drop shipments or to enter a new one.

In this article, we will cover creating a new drop shipment.

1. From the main menu, navigate to Material Management > Shipping / Receiving > General
Operations > Drop Shipment Entry.

2. Select New to add a new drop shipment.

3. In the PO field, enter the PO number that you plan to drop ship to your customer. You can also
click the PO button to search for and select your purchase order.

4. In the Packing Slip field, specify the packing slip identifier for the drop shipment entry. The
application uses this to create a shipment record for drop ship sales orders, and a receipt
record for drop ship PO releases.

When the sales order was entered, the Drop Ship check box was selected
indicating this order is being drop shipped by your supplier to your customer. For
more information on sales order entry, read the Sales Order chapter.

5. From the Document Type drop-down list, select the appropriate document type.

6. Select the appropriate Ship Via.

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7. The Customer Ship To information defaults in from the purchase order; if you need, however,
you can change this value.

8. Select Ship All on the Drop Ship Lines card to ship all drop shipment lines.

You can also add a new drop shipment line, provided you are ordering from the same supplier
for the same drop shipment customer.

Example: If PO 123 contains three lines being dropped shipped to Customer ABC, and you
have sold another drop shipped part from that same supplier to that same customer on a
different sales order and linked purchase order (PO 456), you can process the drop shipments
for that PO if they are being dropped shipped together with the items from the earlier PO.

9. Use the Pending PO Lines card to view all pending drop shipment PO release lines for the
purchase order number specified in the PO field. Select a specific pending PO Line record to
process or edit a pending drop ship line. The Drop Ship Lines Details card displays the lines as
Complete.

Select the Mass Drop Shipment button on the Pending PO Lines card to process a mass
drop shipment transaction for the selected pending PO and drop shipment lines.

The grid in the card also displays the 'Revision' field where you can see the
revision selected on the purchase order line. The 'Revision' field is also located

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 on the 'Drop Ship Lines' card.

To learn more about the concept of 'Tracking Inventory by Revision', review the
Track Inventory by Revision Overview article and its related articles.

10. Once the goods have been shipped and received to your customer, select the
Received/Shipped check box on the Details card to indicate the shipment can be invoiced in
Accounts Receivable and Accounts Payable.

When you select this check box, the application:

l Updates the Ship/Receipt Date field with the current system date (which can be
overridden).
l Automatically creates shipment and receipt transaction records used when you create
AR invoices for the drop shipped item, and AP invoices for purchase of the drop ship
item from your supplier.
Clear the check box if the drop shipment goods have not yet been received/shipped (default).
You cannot clear the check box once the drop shipment been invoiced in AR or AP. If this
check box has previously been selected and you clear it before AP or AR invoices have been
created, the Epicor application deletes the shipment and receipt transaction records created at
the time the check box was selected.

Note: You cannot change fields for any of the associated drop shipment PO lines in the Drop
Shipments Line card if the Received/Shipped check box is selected for the purchase order.
This check box should only be selected after all drop shipment PO lines have been processed
for the specified purchase order.

11. (Optional) Verify that the Legal Number field is filled in with the legal number.

If you need to void legal number, select Legal Number > Void Legal Number from the
Overflow menu.

After voiding a legal number, select Legal Number > Assign Legal Number to assign a new
legal number to this drop shipment. The Legal Number field populates with the new value.

12. Select Save.

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Transferring Orders
Transfer orders are internal requests for parts that occur between sites within your organization. You
indicate that a part can be transferred to another site within the 'Part' app.

To do this, the part record must be a 'manufactured' or 'purchased' part. You then create two part-site
details that use the transfer type value. One site detail is defined as the source for the transfer part
quantity. The other site detail is set up to receive this transfer part quantity.

You create a new transfer order using the 'Transfer Order Entry' app. You then use the 'Transfer
Order Shipment Entry' app to enter the shipment of an inter-'Site' transfer. If your 'Site' record is set
up for direct shipping, you can also use the 'Direct Shipment' functionality to ship parts to another
Site without using an existing transfer order. To receive the transfer order shipment, use the 'Receive
Transfer Order' app.

Transfer orders are handled through the Inventory functionality. If you need to
transfer parts within the same site, you instead use the Inventory Transfer app.

If you are using 'Material Requirements Planning' (MRP), you can use the 'Transfer Order
Workbench' app to work with transfer order suggestions. The MRP engine automatically creates
transfer order suggestions during its calculations. It does this by monitoring the 'On-Hand Quantity'
available within the receiving part-site detail. When it encounters that this part-site detail's 'On-Hand
Quantity' is below its 'Minimum On-Hand Quantity', a transfer order suggestion is created for both
sites. One suggestion is the demand record, while the other suggestion is the supply record.

The supply record suggestion uses the 'Transfer Order Need By Date'. This record is applied against
the receiving site. Any resulting MRP calculations use this date to determine when the transfer part
quantity must arrive at the receiving site. The demand record suggestion, however, calculates the
'Transfer Order Request Date'. This record is applied against the source site. Any resulting MRP
calculations use this date to determine when production or purchasing must begin at the source site.

The following example(s) illustrate how you use the Transfer Orders functionality:

Site Alpha needs to stock Part 567-89K, as it is a material needed for another part it manufactures.
You manufacture Part 567-89K internally within site Beta. You launch the Part Maintenance program
and create a part-site detail for site Beta, entering the MRP details you need for this part.

You then create another part-site detail for site Alpha. In the Type section, you indicate that this is a
Transfer part. You then indicate that site Beta will be the source for Part 567-89K. Within the
Transfer Lead Time field, you also define that it usually takes 3 days to receive part quantities from
site Beta. You then enter a Minimum On-Hand Quantity value of 100.

When the On-Hand Quantity at site Alpha becomes 99 or less, the MRP engine will generate both a
transfer order suggestion and an unfirm job for Part 567-89K.

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Transfer order suggestions are handled in the same way as purchase and job suggestions. Users
can accept or reject them. If the transfer order suggestion is accepted, it becomes a transfer order
that will be included as a demand source during the MRP process.

When the MRP engine is next run, it will create different types of records depending on whether the
transfer part is manufactured or purchased:

If the transfer part is manufactured, it will create either an unfirm job or a job suggestion (if it cannot
find an approved method of manufacturing) as a supply record for the source part-site detail.

If the transfer part is purchased, it will create a purchase suggestion as a supply record for the
source part-site detail.

Non-Stock Versus Stock

The transfer order suggestions are calculated differently for non-stock and stock parts. These are the
differences:

Non-stock parts - Either an unfirm job/job suggestion or a purchase suggestion is created on the
source site for the specific transfer part quantity.

Stock parts- The MRP engine will first determine the On-Hand Quantity available at the source site.
If there is enough quantity available, no suggestions are generated. If some of the quantity is
available, however, the quantity on the unfirm job/job suggestion or purchase suggestion will be
reduced by the On-Hand Quantity amount.

In Kinetic, you can automate allocating of transfer orders. For more information about
'Automated Fulfillment' review the and articles.

Use the landing page of the application to view existing transfer orders or to enter a new one.

In this article, we will cover:

l Creating transfer orders

l Entering Transfer Order Line
l Creating transfer orders from suggestions

Creating Transfer Orders

First, learn how to create a transfer order.

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1. Open the Transfer Order Entry app.

The Landing page displays. The page displays all exiting transfer order records. To select and
existing record, click the transfer order link inside the grid.

2. Select New to add a new transfer order.

The Order Details card displays.

3. The To Site defaults from the site you are currently logged in to.

In this example, you are logged in to the 'Main' site.

4. Select the From Site record.

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 This value is the site from which you are transferring the inventory. In this example, the options
include '4' sites. However, this is just an example.

5. Select the appropriate Ship Via code.

6. You can also enter the Shipping or Picking comments if required.

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 7. Select the Ready To Fulfill check box if you want to fulfill the order.

For more information about the concept of 'Automated Fulfillment', review the
and articles.

8. Select Save.

Kinetic generated a new transfer order number.

Entering a Transfer Order Line

Next, enter a transfer order line.

1. In the Nav tree, select the Transfer Order Lines > Line Details node.

The Line Details card displays.

2. Select New Line.

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3. Enter a part for the transfer order using the Part field and press Tab.

Alternatively, you can search for and select the part you need.

4. Enter a quantity.

5. Define a Need By and Ship By dates.

6. The Shipping From warehouse and bin default.

This is the shipping warehouse and bin added to the selected part in the 'Part' app.

156 October, 2023

 7. Select the Ready To Fulfill check box if required.

For more information about the concept of 'Automated Fulfillment', review the
and articles.

8. Select Save.

Creating Transfer Orders from Suggestions

If you are using 'Material Requirements Planning' (MRP), you can use the Transfer Order
Workbench app to work with transfer order suggestions that were created by the 'Process MRP' app.

To automate transfers across sites for specific parts the items have to be set up in a certain way in
the 'Part' app:

l It needs to hold the 'Manufactures' or 'Purchased' type.

l You must set it to 'Quantity Bearing'.

l It needs to include a site the part will be transferred from and should hold the 'Transfer Lead
Time'.

l Both sites must have a part revision. If the part is being manufactured at the supply site, then a
method of manufacture should be created and approved.

To create a transfer order from new suggestions:

1. Open the Transfer Order Entry app.

2. From the Overflow menu, select Transfer Order Workbench.

The Transfer Order Work Bench app displays.

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3. Expand the New Suggestions card. If there are any suggestions for you to supply product to
another site these will appear in grid.

4. Review each suggestion.

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5. To create a transfer order, select the Firm Order and Create check boxes.

6. Select Save.

This will refresh the workbench and remove the suggestions you have firmed.

If you view the 'Time Phase' you will see it shows as a firm transfer rather than a
suggestion. Open the Time Phase Inquiry app and select the part you want to move
from one site to another.

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When you run the MRP process, it will see the demand from the transfer order and
create either a 'purchase suggestion' or 'job suggestion'.

160 October, 2023

Entering Transfer Order Shipments
Use Transfer Order Shipment Entry to enter the shipment of an inter-Site transfer. If your Site
record is set up for direct shipping, you can also use the Direct Shipment functionality to ship parts to
another Site without using an existing transfer order.

In this article, we will cover creating a new pack.

1. From the main menu, navigate to Material Management > Shipping / Receiving > General
Operations > Transfer Order Shipment Entry.

2. On the landing page, select New to add a new pack.

3. Select a Ship Via for the shipment.

4. Optionally enter the Tracking Number and Weight.

5. In the Package pane, select the appropriate Code and Classification.

6. Select Save.

161 October, 2023

 7. On the Lines > Line Details card, select to add a new line.

8. Enter the Transfer Order Number for the shipment and elect the transfer order line.

9. Enter the shipment Quantity.

10. You can optionally change the default Warehouse and Bin from which the inventory is being
shipped.

11. Select Save.

12. On the Details card, select the Shipped check box to complete the shipment.

13. You can find the following options on the Overflow menu :

l Freight - Update the Pack ID status from Closed to Freighted. If your workstation is
configured to do so, the shipping information is sent to the URL of an external manifest
system where a tracking number will be assigned. The tracking details are then updated
with the correct tracking number and estimated shipping cost.

l Unfreight - Remove the "Freighted" status from the carton. A message is sent to the
manifest system to remove the shipping information and charges. The tracking number
is removed from every carton tracking detail associated with the pack, and the carton
status is updated to Closed.

l Stage - Change the Pack ID status from Open, Closed or Freighted to Staged. As a
stage is shipped, confirm the shipment in Stage Ship Confirm.

162 October, 2023

l Get Weight - If the Get Weight from Scale option has been established in Work Station
Maintenance, use the Get Pack Weight option to initiate the connection to the scale and
retrieve the weight.

l Direct Shipment - If your Site is configured to allow shipments without a transfer order,
you can use the Direct Shipment option.

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Using Receive Transfer Order Entry
Run Receive Transfer Order to process a receipt of a transfer order shipment. In order to receive
the transfer order shipment, you must first change sites to the plant receiving the goods.

To receive a transfer order:

1. From the main menu, navigate to Material Management > Shipping / Receiving > General
Operations > Receive Transfer Order.

2. Select the Pack ID button to find ID for the transfer order shipment. The cards displaying
shipment details for this pack display.

164 October, 2023

3. Navigate to the line of the Lines Pending Receipt card.

4. From the Overflow menu, select Receive All to set current date of the shipment.

165 October, 2023

5. Select Save. Now the lines pending receipt display in the Received Lines card. It means,
you processed the receipt.

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Entering the Bill of Ladings
A bill of lading is a shipping document carriers use to identify cargo. These documents can be
created automatically from existing pack IDs or they can be created manually. You use the Bill of
Lading program to enter and update these records.

1. From the main menu, navigate to Material Management > Shipping / Receiving > General
Operations > Bill of Lading Entry.

2. Select New to add a new bill of lading.

3. I you have a Pack ID or Master Pack ID already created, you select Link Pack / MP from the
Overflow menu to default in the bill of lading information and select Link.

4. Use the Generate option from the Overflow menu to select the packs to include for creating
bills of lading.

5. In the ID field, enter the Customer/Supplier ID.

167 October, 2023

 6. Select the appropriate Ship To location.

7. Select New Line on the Bill of Lading Lines card to add a new bill of lading.
8. Enter the Number of Packages for the bill of lading.

9. Select the appropriate package Classification.

10. Select the Packaging Code.

11. Enter the Weight and Weight Unit of Measure for the line item.

12. Select Save.

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Reports
This section describes some key reports you use to view information about shipping and receiving
processes. You can run these reports whenever needed.

169 October, 2023

Generating the Bill of Lading Form
Run the Bill of Lading Form using the Bill of Lading Entry > Print BOL Form command from
the Overflow menu , to display a hard copy of the current bill of lading. The Bill of Lading
report form is useful to verify whether you have entered the bill of lading data correctly.
The Selection parameters include:

l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. This check
box is only available if you select a schedule other than Now.
To generate the form:

1. From the main menu, go to Material Management > Shipping / Receiving > General
Operations > Bill of Lading Entry.
2. Create a new record or select an existing one.

3. From the Overflow menu , select Print BOL Form.

4. Select the parameters depending on what you want the form to display.

5. Select Print Preview.

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Generating the Container Landed Cost Report
Generate the Container Landed Cost Report to display and print out the landed cost applied to
container shipments.

The report is only available if you install the Landed Cost license.

If you select the Calculate Taxes for Receipts check box located on the Company
Configuration > All Modules > Tax sheet, a container shipment line and indirect cost
taxes are included in the report.

The Selection parameters include:

l Supplier - The supplier of the shipment.

l Reference - The identifier for the container shipment line reference. This identifies the specific
line item on the container shipment. Useful for scrolling between different container items on
this record.
l Status - Select of the available statuses. For example, if you select Ordered then only the
report will include only items with the Ordered status. You can select a single or multiple
statuses.
l Include - Select what you want the report to display. The options include Duties, Indirect
Cost, and Uplift.
l Filter - Informs you whether you used filters or not. After you select a specific filter option, the
fields located in this pane display values depending on whether you filtered (Some Selected)
or you did not (All Selected).
l Sort By - Select how you want to organize the report. The list items represent the sorting
hierarchy options.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Report Style - Select the report style option you want to use to run this report.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
l User Description - Describes a specific report run. The entered description displays in the
System Monitor.

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To generate the report:

1. From the main menu, go to Material Management > Shipping / Receiving > Reports >
Container Landed Cost.
2. Select the report parameters.

3. Select Print Preview.

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Generating the Container Shipment Status Report
Generate the Container Shipment Status Report to review and print the current status of container
shipments.

The landed cost functionality is only available if your Landed Cost license is active.

The Selection parameters include:

l Reference - The identifier for the container shipment line reference. Useful for scrolling
between different container items.
l Supplier - the supplier of the shipment.
l Arrival Date - The arrival date of the shipment.
l Late Arrivals - Select to include late arrivals in the report.
l Ordered - Select to include items with a status of Ordered.
l Shipped - Select to include items with a status of Shipped.
l Imported - Select to include items with a status of Imported.
l Arrived - Select to include items with a status of Arrived.
l Received - Select to include items with a status of Received.
l Filter Summary - Informs you whether you used filters or not. After you select a specific filter
option, the fields located in this pane display values depending on whether you filtered (Some
Selected) or you did not (All Selected).
l Sort By - Select how you want to organize the report. The list items represent the sorting
hierarchy options.
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
To generate the report:

173 October, 2023

1. From the main menu, go to Material Management > Shipping / Receiving > Reports >
Container Shipment Status.
2. Select the parameters depending on what you want the report to display.

3. Select Print Preview.

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Generating the Customer Shipment Compliance
Report
Generate the Customer Shipment Compliance Report to review and print compliance for each
customer shipment.

The Selection parameters include:

l Packing Slip - Select to include packing slip details in the report.

l Start Shipment Date - The start date for the report, when the Dynamic check box is not
selected.
l End Shipment Date - The end date for the report, when the Dynamic check box is not
selected.
l Filter Summary - Informs you whether you used filters or not. After you select a specific filter
option, the fields located in this pane display values depending on whether you filtered (Some
Selected) or you did not (All Selected).
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
To generate the report:

1. From the main menu, go to Material Management > Shipping / Receiving > Reports >
Customer Shipment Compliance.
2. Select the parameters depending on what you want the report to display.

3. Select Print Preview.

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Generating the Customer Shipped Substances
Report
Generate the Customer Shipped Substances Report to produce a list of each substance shipped
per customer.

The Selection parameters include:

l Ship Start Date - The start shipment date for the report, when the Dynamic check box is not
selected.
l Ship End Date - The end shipment date for the report, when the Dynamic check box is not
selected.
l Summarize Weight - Select to include a weight summary in the report.
l Manual - Select to include substances that have been marked manually as compliant.
l Exempt - Select to include exempt substances in your report.
l Filter - Informs you whether you used filters or not. After you select a specific filter option, the
fields located in this pane display values depending on whether you filtered (Some Selected)
or you did not (All Selected).
l Sort By - Select how you want to organize the report. The list items represent the sorting
hierarchy options.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
l Report Style - Select the report style option you want to use to run this report.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
To generate the report:

1. From the main menu, go to Material Management > Shipping / Receiving > Reports >
Customer Shipped Substances.
2. Select the report parameters.

3. Select Print Preview.

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Generating the Master Pack Shipment Packing
Slip
Run the Master Pack Shipment > Print Pack command from the Overflow menu , to generate a
packing slip for a master pack shipment.

The packing slip is intended to let transport agencies, government authorities, and customers know
about the content included in the package. These details help each of these parties to handle the
package accordingly.

If you use the Advanced Material Management module, and enable the package control
functionality for the current site, you also have the option to include the PCID (Package
Control ID) details for PCIDs included in a pack ID on a master pack packing slip.

The Selection parameters include:

l Include PCID Details - Select this check box to include the PCID details. Even if you include
the PCID details, quantities for items in a master pack that you did not assign to a PCID still
display. This check box defaults as cleared.
Even if you select this check box, the master pack slip includes the quantities for items that
you add to Pack IDs contained within the master pack, but did not assign to a PCID.

PCID or Package Control ID, is used to define each package and its contents.
Using PCIDs you can enter, track, and change important information such as
serial numbers and part codes. For example, PCIDs can be a single container or
they can be nested inside other containers. Therefore, a container identified as a
PCID can hold other, smaller containers that have their own PCIDs.

This field is only available if you install the Advanced Material Management
license and select the Enable Package Control check box in Site Configuration.

l Assign Legal Number - Select this check box to generate legal number(s) for the packing slip.
Legal numbers may be required by some countries and provide an additional tracking method.
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.

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 After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
To generate a packing slip:

1. Go to Material Management > Shipping / Receiving > General Operations > Master Pack
Shipment Entry > Print Pack from the Overflow menu .
2. Select the parameters depending on what you want the pack to display.

3. Select Print Preview.

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Generating the Miscellaneous Shipment Packing
Slip
Run the Miscellaneous Shipment Entry > Print command from the Overflow menu , to generate
a packing slip for a miscellaneous shipment.

The packing slip is intended to let transport agencies, government authorities, and customers know
about the content included in the package. These details help each of these parties to handle the
package accordingly.

The Selection parameters include:

l Assign Legal Number - Select this check box to generate legal number(s) for the packing slip.
Legal numbers may be required by some countries and provide an additional tracking method.
l Report Style - From the drop-down list, select the report style option you would like to use to
run this report. A report style is a variation of a base report customized for your business
needs. Options are user-defined.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box becomes available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
To generate a packing slip:

1. Go to Material Management > Shipping/Receiving > General Operations > Miscellaneous

Shipment Entry > Print from the Overflow menu .
2. Select the parameters depending on what you want the pack to display.

3. Select Print Preview.

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Generating the Print Packing Slip/Labels Report
Generate the Print Packing Slip/Labels report to produce a packing slip, shipping labels, or both for
a customer shipment.

On the Packing Slip Report, you can view the ship to and sold to addresses, ship via, and ship date
for the items contained within the selected pack ID. For the pack ID's line items, the report displays
the sales order number, the line number, release number, and the shipped quantity for those items.
The report also displays any salespersons associated with a sales orders that are included in the
pack ID. If more than one salesperson is associated with the order, all salespersons display.

You can also set up the application to display the following additional details on the packing slip
report:

l Logo - If you import a logo image in Image Maintenance and attach it to the packing slip
report in Report Style Maintenance, the logo displays at the top of the packing slip.
l Tax Information - If you select the Calculate Taxes for Customer Shipments check box in the
Company Configuration - Modules - Materials - Shipping Receiving sheet, Kinetic calculates
tax amounts for customer shipments when a pack (or master pack) is shipped or closed, and
then stores it internally for use when printing the associated packing slips.
This information includes the single unit and extended tax amounts for shipped goods line
items. Note that you can only packing slip after the pack has been shipped or closed. Tax
calculations are performed at this point, and may not correspond to the tax amounts that are
ultimately calculated at the time the customer is actually invoiced for the items.

The calculated pack taxes are based on the associated sales order values at the time the
taxes are generated, and are not updated with the changes made to the sales order.

l Pricing Information - If you select the Calculate Prices check box in the Company
Configuration - Modules - Materials - Shipping Receiving sheet, packing slips also print pricing
information, including the single unit and extended values for shipped goods line items.
l Free-form Text - If you have entered free-form text into the Sub Ship To and Routing fields in
the Order Entry - Releases - Detail sheet for the order release being shipped, this information
prints on the packing slip. This provides detailed information about where the shipment must
be delivered within the ship to address specified for the order release. For example, if the ship
to address is a regional distribution center, this information can indicates if the shipment must
be delivered to a specific store, and to specific department within the store.

When printing labels, be sure to set your default printer to a 4x6 label printer (set the label size on the
printer driver to 4x6). Also set the Crystal layout width on the labels to 3.65 (or less than 3.7).

Note that if you have created custom shipping labels and packing slips, you will need to
do an additional step to use these forms. Within Report Style Maintenance, you first
indicate that the style will use the Packing Slip Form (PackSlip.rpt). You next must

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define the two reports within the new style's Report Location field. For example,
Reports\PackSlip.rpt,Reports\ShipLabl.rpt.

The Selection parameters include:

l Packing Slip - Select this option if you only want to print a packing slip.
l Shipping Labels - Select this option if you only want to print shipping labels.
l Both - Select this option if you want to print both a packing slip and shipping labels.
l Include PCID Details - Select this check box if you want to add the PCID details included the
Pack ID to the packing slip/shipping labels. This option is only active if you have the Advanced
Material Management license installed and the Package Control functionality enabled for the
current site.
l Filter - Displays the current Pack ID.
l Output Format - Select the format for report output.
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor
To generate the report:

1. From the main menu, go to Material Management> Shipping / Receiving> General

Operations> Customer Shipment Entry.
2. Select a Pack ID record.

3. From the Overflow menu , select Print Report.

4. Select the report parameters.

5. Select Print Preview.

181 October, 2023

Generating the Scheduled Shipments Report
Run the Scheduled Shipments Report to display outstanding order releases quantities.
The standard version of the report, does not show Bin Locations for the Part Numbers. The user
would need to two reports or track each Shipment individually to identify where these parts are
located.

Fortunately, SSRS reports can be customized to include additional fields and information. A table –
table relation can be added in the Report Data Definition and thus, allow the addition of new fields to
the report. This allows you to include the following fields:

l Warehouse
l Bin Location
l On Hand Quantity
Once you deploy the modified version of the SSRS report, you can continue running the report the
same way it has been executed before. When deploying the custom version, you can also choose to
either replace the existing version of the report, or create a new Report Style so you can run both
versions.

The outstanding order release quantity is calculated by subtracting both the Shipped Quantity and
the Shipped from Stock Quantity from the Order Release Quantity. If this value is negative, the
outstanding quantity is set to zero.

Outstanding Quantity = Order Release Quantity – (Shipped Quantity + Shipped from

Stock Quantity)

The report only displays quantities marked as Shipped on a packing slip.

The Selection parameters include:

l Due On or Before - The cutoff date for the report. Only open order releases that are dated on
or before this date are printed on the report.
l Include Site to Site Shipments - Select if you want the report to include shipments made from
one internal site to another internal site.
l Sort By - Gives you the option to sort out the report by Due Date/Customer,
Customer/Part/Due Date, Due Date/Part, and Part/Due Date.
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.

182 October, 2023

 After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. This check
box is only available if you select a schedule other than Now.
To generate the report:

1. From the main menu, go to Material Management > Shipping / Receiving > Reports >
Scheduled Shipments.
2. Select the parameters depending on what you want the report to display.

3. Select Print Preview.

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Generating the Transfer Order Shipment Pack
Report
Run the Transfer Order Shipment > Print Pack command from the Overflow menu , to generate
a pack report for a transfer order shipment.

The pack report is intended to let transport agencies, government authorities, and customers know
about the content included in the package. These details help each of these parties to handle the
package accordingly.

The Selection parameters include:

l Assign Legal Number - Select this check box to generate legal number(s) for the report. Legal
numbers may be required by some countries and provide an additional tracking method.
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
To generate the report:

1. From the main menu, go to Material Management > Shipping / Receiving > General
Operations > Transfer Order Shipment Entry.

2. From the Overflow menu , select Print.

3. Select the parameters depending on what you want the report to display.

4. Select Print Preview.

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Printing Inventory Movement Reports
Print a report containing all the individually entered items for the job using the Inventory Movement
Report option of the Overflow menu in Receipt Entry.

In this article, we will cover printing inventory movement report.

1. In Receipt Entry, select a receipt you want to print the inventory movement report for from the
grid on the landing page.

2. From the Overflow menu , select Print Inventory Movement Report.

3. Specify the report parameters on the Advanced card.

l Output Format - The format of the report's output.

l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l Recurring - Select if you want the report to run on a repeating basis. The check box is only
available if you select a schedule other than Now.

185 October, 2023

 l User Description - Describes a specific report run. The entered description displays in the
System Monitor.

4. Select Print Review .

186 October, 2023

Printing Miscellaneous Shipment Labels
Use the Print command in Miscellaneous Shipment Entry to produce the Pack Label or Pack List
for a miscellaneous shipment.

The Selection parameters:

l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
To print the labels:

1. From the main menu, go to Material Management > Shipping / Receiving > General
Operations > Miscellaneous Shipment Entry.
2. Create a new miscellaneous shipment Pack ID or search for and select an existing one.
3. Define the Miscellaneous Shipment settings.

4. From the Overflow menu , select Print.

5. Select the Pack Label check box and click OK.
6. In the Miscellaneous Shipment Labels Print window, define the printing parameters.

7. Select Print Preview.

187 October, 2023

Printing Subcontractor Shipment Labels
Print Subcontractor Shipment Labels to produce shipping labels for a subcontractor shipment.

The Selection parameters include:

l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Report Style - Select the report style you want to use to run this report.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
To print the shipping labels:

1. From the main menu, go to Material Management > Shipping / Receiving > General
Operations > Subcontractor Shipment Entry.

2. From the Overflow menu , select Print.

3. Select the Print Label check box.
4. Select OK.
5. Select the parameters such as Schedule, Report Style, User Description, and so on.

6. Select Print Preview.

188 October, 2023

Printing the Customer Shipment Packing
Slip/Labels
Generate the Print Packing Slip/Labels form to produce a packing slip, shipping labels, or both for a
customer shipment.

When printing labels, ensure to set your default printer to a 4x6 label printer (set the
label size on the printer driver to 4x6). Also set the Crystal layout width on the labels to
3.65 (or less than 3.7).

The Selection parameters include:

l Packing Slip - Select if you want to print a Packing Slip only.

l Shipping Labels - Select if you want to print Shipping Labels only.
l Both - Select to print both, the Packing Slip and Shipping Labels.
l Assign Legal Number - Select to generate a legal number using the information (Mask, Prefix,
Site Code, Sequence, Year) defined in the legal number definition according to the document
type.
l Filter - Informs you whether you used filters or not. After you select a specific filter option, the
fields located in this pane display values depending on whether you filtered (Some Selected)
or you did not (All Selected).
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
To print the Packing Slip/Labels form:

1. From the main menu, go to Material Management > Shipping / Receiving > General
Operations > Customer Shipment Entry.
2. Create a Pack ID or select an existing record.

189 October, 2023

3. From the Overflow menu , select Print.
4. Select the form parameters.

5. Select Print Preview.

190 October, 2023

Printing the Subcontractor Shipment Packing Slip
Use the Print command in Subcontractor Shipment Entry to produce a pack form for a
subcontractor shipment.

The Selection parameters include:

l Assign Legal Numbers - Select to generate legal numbers using the Mask, Prefix, Site Code,
Sequence, and Year values defined in Legal Number Maintenance according to the
Document Type.
l Report Style - Select the report style option you want to use to run this report.
l Schedule - Indicates when you want to print the report. If you select something other than
Now, the Recurring check box is available.
l Archive Period - Time period you want to keep the report in the System Monitor. The default is
0 Days, meaning that the report will be deleted from the monitor shortly after being printed.
After the Archive Period passes, the report is purged from the system. When a report is exactly
purged is determined by a combination of the date/time the report generates, the number of
days set in the report's Archive Period, and the Report Purge Frequency setting. The Report
Purge Frequency is defined in the System Agent within its Task Agent Purge Settings.

l Recurring - Select this check box if you want the report to run on a repeating basis. The check
box is only available if you select a schedule other than Now.
l User Description - Describes a specific report run. The entered description displays in the
System Monitor.
To print the pack:

1. From the main menu, go to Material Management > Shipping / Receiving > General
Operations > Subcontractor Shipment Entry.
2. Create a new subcontract shipment Pack ID or search for and select an existing one.
3. Define the Subcontractor Shipment settings.

4. From the Overflow menu , select Print.

5. Select the Pack List check box and click OK.
6. In the Subcontract Shipment - Packing Slip Report that displays, define the report
parameters.

7. Select Print Preview.

191 October, 2023