Page History: Shipping Event Link (SE Link)
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Page Revision: Wed, 07 Jul 2021 14:55
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
Next, set up a new PO Type in the PO Types Rule. The new PO Type can be named anything, as long as the Type code is unique. The Logic 6 flag is the key that designates whether or not it is considered a "Processing" Purchase Order.
Once the Item Attribute and PO Types rules are set up, create a new MISC type item called MISC_PPO. The description can be customized. Make sure that "MISC" and "RESELL" are checked, and assign the 'Modify, Addin' attribute.
Update all processed items and assign the POPOST attribute.
Using PO Processing
Once all items, rules and attributes are set up, you can start to use the items in purchasing. The most important thing to remember when starting the purchase order is to change the PO type to the new "Processing PO" type that was just created. This type can be defaulted to a vendor.
When adding line items, you will add the Processed item. In the example below, the PAINTEDCOIL item has been added along with the amount being painted. Once the save button is selected, the system automatically adds in the new MISC_PPO Processing item as a second line. Costs are zeroed out on the initial line, and the processing cost per unit is filled in on the Processing item's line.
When it is time to "receive" the processing, you will go to the PO Receipt screen, and enter the amount for the processing and the cost. Notice that the Misc Processing item is the only thing that you are receiving.
When hitting the "Receive" button the user is taken to the modification processor screen. Two things will be filled out. First the Processing Item will be checked in the top grid to bake in the cost of processing. Second, the processed item will be in the bottom grid ready for modification.
Next, select the raw material used to make the processed material. The raw material should have the Mod, Base Item attribute to appear in the top grid list. After selected, type in the Qty to Use, which will be the amount removed from the coil. Transfer it down to the bottom grid. Note that the quantity for the raw material appears as 0 in the bottom grid. This is normal. Once processed the raw material costs will be absorbed into the processed material line.
Preview and Process the modification to finalize the receipt. The raw material will be consumed and its cost, along with the processing cost, will be transferred into the processed material.
