SE Link General Information
The main function of SE Link is to allow users to control and manage their shipments by the sales order line rather than by the entire order. SE Link will allow users to split orders, hold back certain lines during shipping, backorder, and suspend lines from shipping. The main benefits to using SE Link is that it allows users to modify the pre-load report to only show what will be packed on the specific shipping event, providing accurate paperwork and weights for only those lines.
Set Up
The SELINK5 Set up option is the only option needed to begin using SE Link. With the option on, users will begin to link lines to the Shipping Event manually.
Using SE Link
If the Shipping Event is not automatically being created from the Ship Via (set up in the Ship Via rule), when the user attaches a sales order to a shipping event, a new Link screen will automatically pop up on save. Users should select the lines that they want to link to the shipping event that was created. It is recommended that users link all the lines to the first shipping event created. Unlinked lines will not be attached to any shipping events and will display "None" from the Sales Order Line Item Entry screen.
The best way to see what has been assigned and unassigned to the shipping event is to toggle the Assigned / Not Assigned radio buttons on the Link screen. Lines can be added and removed to any shipping event from this screen.
Users can return to the Link screen from the Shipping Event Master screen as well as the Load Shipping Event screen.
Once the items are linked to the shipping event, the loading process will behave exactly as it does when SELINK is turned off. Items can be cartoned and bundled as needed and loaded onto the truck.
Load Screen with SE Link
On the Load Shipping Event screen, users can pick items that they want to pass on to another shipping event. The items can be marked as back ordered, or they can be added to a new Shipping Event using the Make SE button. It is highly recommended that all items are assigned as needed before printing the pre-load. This will ensure that only the items needing to be packed on the present shipping event will be included on the pre-load report.
Once the items are loaded and shipped, any left over green unpacked lines or yellow cartons will remain linked to the shipping event and will either need to be manually moved or unassigned and re-assigned to a new shipping event from the Link screen. The easiest way to manage items not shipped would be to pass them to a new shipping event directly from the Load Screen.
Managing Unlinked Lines
In the event that a user un-assigns a line from a sales order, those lines can be tracked on a new tab on the Shipping Event Viewer screen called SE Link Not Linked. This tab, with all the same filters as the Orders w/o SE tab, will show lines that have been unassigned from a shipping event. As long as the order was at one point on a shipping event, if lines become unassigned, the order will show here. Users can drill into the sales order, identify the lines with no shipping event, and re-assign the line to a new shipping event. This tab will be the best way to monitor any stray lines. Although, best practice will have users just moving lines from one Shipping Event to another without unassigning the line.
