Sales > Deliveries > Delivery validation 

Use this function to perform a mass validation of the shipments previously created.

The validation of shipments corresponds to an actual stock issue (reduction of the physical stock) for standard shipments and the entry of the stock issue transactions in the stock journal. In the event of an inter-site or inter-company shipment, the total stock In transfer (to the shipping site) and In transit to the destination site is increased.

For loan and sub-contractor shipments, the validation simply corresponds to a location change. The stock involved in a loan shipment passes from a location at the shipment site to a Customer location defined for the ship-to customer. The stock involved in a sub-contractor shipment passes from the shipment site location to a Sub-contractor location defined for the supplier. In this way there is no decrease in physical stock for a loan or sub-contractor shipment validation. On the other hand, the available stock is decreased.

You can view these stock transactions by using the Product transactions or Date transactions inquiries.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    The mass validation is made by selecting the shipments to be processed.

    Entry screen

    Presentation

    The suggested selection ranges are:

    Shipment site

    The shipment validation can be made for a single warehouse site at a time or for all the stock sites if no site is entered. By default, the storage site associated with the user will be proposed.

    Shipment date range

    It is possible to limit the shipment validation as a function of the shipment date. Only those shipments having a shipment date that is prior to or equal to the given shipment date will be validated. This date is initialized to the current date.

    Order number range

    It is possible to limit the selection to a group of shipments by their numbers.

    Ship-to customer range

    It is also possible to limit the selection to one or more ship-to customers.

    Delivery note printing

    It is possible to print the packing slips for the validated shipments. The report to use in priority abd the number of expected copies are defined in the print template associated to the BP (customer). If the number of copies is not specified or no print template is associated to the BP, the number of copies defined for the Destination printer is selected. Only one copy is printed by default.

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    Fields

    The following fields are present on this tab :

    Block number 1

     

    Enter a shipment site code that corresponds to a storage site.
    If no value is entered in this field, the processing takes into account all existing stock sites for which orders are allocated but not delivered. 

    The shipment site is loaded by default with the your storage site. 
     

     
      • Shipments until (field SHIDAT)

      Enter the shipping date used to select elements to be processed:

      • Order lines to be delivered
      • Deliveries or picking notes for load preparation, validation, and invoicing

      All the elements with a shipping date on or before this date are included.

      Delivery no. selection

      • From delivery no. (field SDHNUMDEB)

      Use these fields to select:

      • A delivery number or a pick ticket number
      • A range of deliveries or pick ticket numbers
       
      • To delivery no. (field SDHNUMFIN)

       

      Ship-to customer selection

      • From customer (field BPCORDDEB)

      Enter a start and end range to apply a filter to the customer codes selection.
      To only select one customer, enter the same code in the From and To fields.


       
      • Address (field BPAADDDEB)

      This field is used to select one of the delivery addresses of the selected customer.

      When two fields are available (Start/End), it is possible to select a range of several delivery addresses for the same customer.

      SEEINFO If the Start/End fields use a customer range, this address field cannot be used.

      • To customer (field BPCORDFIN)

      Enter a start and end range to apply a filter to the customer codes selection.
      To only select one customer, enter the same code in the From and To fields.


       
      • Address (field BPAADDFIN)

      This field is used to select one of the delivery addresses of the selected customer.

      When two fields are available (Start/End), it is possible to select a range of several delivery addresses for the same customer.

      SEEINFO If the Start/End fields use a customer range, this address field cannot be used.

      Printing

      • Packing slip (field NDEFLG)

      Select this check box to print the document (pick ticket, packing slip or invoice) after delivery or invoice creation.

      In that case, you need to specify:

      • The document: it defaults to the report code linked to the object being used
      • The print server, if any
      • The printer, if any

      Enter the standard document code to be printed.

      Enter the document or report destination.
      The destination must exist in the Destinations table, which is where its characteristics are defined (issue type, printer, server etc.).

      • Server (field NDESRV)

      This field is used to define the print server.
      This setup is sent at the print request from a Crystal Reports report.

      • Printer (field NDEIMP)

      Default printer.



      Transport information

      • Activate (field ENA)

      Select the Activate check box to change the dates and times of the transport through the validation process. When the transport information associated with this indicator is modified, the dates and times are updated in the selected records.

      • No. days betw. transport start date and ship date (field STRDAYS)

      Enter the number of days between the shipment date and the transport start date.

      This action rewrites the departure date as shipment date plus N days.

      This field is only available if the Activate check box is selected.

      • No. days betw. transport end date and ship date (field ENDDAYS)

      Enter the number of days between the shipment date and the transport end date.

      This action rewrites the arrival date as Ship date plus N days.

      This field is only available if the Activate check box is selected.

      • Transp. starting hour (field STRHOU)

      Use this field update the transport starting hour.

      This field is only available if the Activate check box is selected.

      • Transp. ending hour (field ENDHOU)

      Use this field update the transport ending hour.

      This field is only available if the Activate check box is selected.

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      Other conditions

      Controls before processing

      First, each shipment to be validated is checked. In order to be validated, it must satisfy the following conditions:

      The stock period must be open (Status = direct. see the Periods documentation).

      No product must be blocked in stock count.

      The shipment must not have a shipment line with stock shortages, for products that do not authorize negative stock.

      The quality control must be carried out for all the stock lines to be issued that have an open analysis request.

      The Stock statuses of the stock lines to be issued must be authorized by the issue rule (See the General issue rules and by product categories). These issue rules can depend on the shipment transaction associated with the TRSLIV and TRSLND setups.

      The expiry date for the products managed with expiry dates must not be exceeded.

      If the user executing the function is a Stock Administrator (see the STOADMIN setup), the control/check on the non-authorized Stock statuses on issue and for the exceeding the expiry date are not blocking. Even so they will be shown in the log file.

      A log file summarizing all the validated shipments and any anomalies is systematically generated at the end of the validation process.

      Modifications following the processing

      Numbering of deliveries

      When the SDHENDNBR parameter has the value 'Yes', a new delivery number is allocated to each delivery according to the final shipment sequence number precised for its Delivery Type.

      Batch task

      This function can be run in batch mode. The standard task FUNCFMDLV is provided for that purpose.

      Specific Actions

      Click this action to save the current settings to a Memo code to be reused later. The memo is linked to your user profile, not to the function or the screen.

      The STD memo code is associated with the screen and is loaded immediately when you open the function.

      For more information on the advanced use of the Memo action, refer to the documentation on the General ergonomics of SAFE X3 software.

      Click this action to enter a Memo code to load the settings associated with the code.

      Click this action to delete a Memo code.

      Error messages

      In addition to the generic error messages, the following messages can appear during the entry :

      Indefinite period or processing prohibited at this date

      This message appears if the status of the period corresponding to the shipment date is different from the Direct value.

      Product blocked for Count

      This message appears if a product to be shipped is blocked for stock count.

      Customer location XXX not created for the YYY site

      This message appears during the validation of a loan shipment, if the customer location is not found in the ship-to customer record.

      Shortage quantity

      This message appears if shortage quantities exist for this shipment and that negative stocks is prohibited for the product concerned.

      Tables used

      SEEREFERTTO Refer to documentation Implementation