IEM - Transport and Deliveries

Walkthrough: Transport Orders - Push

There are multiple ways of using the Transport and Deliveries functionalities. One of the scenarios described is the push-mechanism.

About this walkthrough

This walkthrough will take you through the following actions:

  • Creating sales orders to ship
  • Creating Warehouse documents
  • Creating Containers
  • Creating Transport Orders
  • Creating Delivery Trips
  • Planning Transport Orders onto Delivery Trips
  • Registering costs on the Delivery Trip
  • Posting the various documents

Roles

This walkthrough includes tasks for the following roles:

  • Order Processor (Susan)
  • Dispatcher (Daniel)
  • Transportation Coordinator (Ted)
  • Warehouse Manager (Ellen)
  • Warehouse Employee (John)
  • Accounts Payable Coordinator (April)

Story

Susan is a sales order processor. When a customer calls to place an order, she enters the order into the system while the customer is on the telephone. This way, she can verify prices and payment terms with the customer immediately, and she can make adjustments to the order while she negotiates with the customer.
John is a warehouse employee. He creates the necessary warehouse-documents in Dynamics NAV and makes sure all items are picked correctly. John also registers the content per container he used and creates the transport orders from these containers.
Daniel is a dispatcher. It is his job to check the created Transport Orders and rearranging where necessary. He is also responsible for arranging Transport Orders to Delivery Trips.
Ted is the transportation coordinator. It is his job make sure the delivery trips are created and the correct costs are allocated to the delivery trips. He is also responsible for status-management of the delivery trips. Ellen is the warehouse manager. She is responsible for posting of all warehouse related documents such as shipping, picking, receiving etc.

Creating Sales Orders

Susan, the order processor, is creating a sales order while talking to the customer. The items need to be shipped to the usual address using DHL Overnight and need to arrive tomorrow.

To Create a Sales Order for Overnight Delivery by DHL

  1. In the Search box, enter Sales Orders , and then choose the related link.

  2. On the Home tab, choose New .

  3. On the new sales order, press Enter and an order number is automatically assigned to the order.

  4. In the Sell-to Customer No. field, select 20000 .

  5. Accept the overdue balance warning that is displayed. When you press Enter in the Sell-to Customer No. field, most fields on the sales order are filled automatically.

  6. On the Shipping fast tab, in the location code field, select Green . In the Shipping Agent Code, select DHL and in the Shipping Agent Service Code, select Overnight .

  7. Fill in two sales lines with the following information. |Type |No. |Quantity |-----|----|------:| |Item|1964-S|1| |Item|70000|3|

  8. Release the sales order.

  9. Create two more released sales orders, one for customer 20000 using items 1964-W (2 pieces) and 1928-W (3 pieces) and one for customer 10000 using items 1936-S (1) and 1896-S (2). Make sure both sales orders are for location Green and have DHL/Overnight for Shipping Agent Service (Code).

  10. On all three orders, on the actions tab, choose Create Whse. Shipment to create the warehouse shipment documents required for picking.

  11. On each warehouse shipment card shown, on the home tab, choose release .

Creating the Warehouse Documents

John, the warehouse employee checks for warehouse shipment documents that need picking. He finds the three orders created by Susan and will create the documents and pick the appropriate items.

  1. In the Search box, enter Pick Worksheet , and then choose the related link.
  2. On the home tab, choose Get Warehouse Documents and select the three shipments you just created.
  3. On the home tab, choose Create Pick . Choose OK to create the warehouse pick.
  4. Close the Pick Worksheet page.

Creating the Containers

John has created his warehouse picks and is in the process of picking the items. At the same time he is putting the picked items into or on to containers.

  1. In the Search box, enter Picks , and then choose the related link.
  2. From the list, select the last pick and on the home tab choose Edit.
  3. From the Warehouse Pick , on the home tab, choose Container Worksheet.
  4. On the Home tab, choose Create Container.
  5. The first line in the worksheet will be populated with the default container as set in the Transport Order Mgt. Setup page.
  6. Select the Container Type Code field and change the container type to CHEP_pallet
  7. On the Home tab, choose Add Content to Container.
  8. On the Add to container page, choose Next . Then select the items for the first sales order line (item 1964-S) by checking the field Include. Note: that the lines with items 1896-S and 1936-S disappear, because they belong to another customer.
  9. Check the field include for the second line (item 70000), but in the field Qty. to Container, change the quantity to 2.
  10. Choose Finish to include the select items in the current container.
  11. Repeat this process by creating 2 more containers and adding the content of the pick.

Creating the Transport Orders

John has created his containers and has registered the content of these containers. He now has to link the containers to the transport orders.

  1. From the Container worksheet , choose the first container-line. On the home tab choose Link Existing container .
  2. Repeat this step for the other 2 lines. Note: That 2 Transport Orders are created, one for customer 20000 with 2 containers and one for customer 10000 with 1 container.

Creating the Delivery Trips

Ted, the transportation coordinator, sees that multiple transport orders have been created that have not yet been processed. He contacts DHL for an overnight delivery service and creates the Delivery trip and associates the transport orders.

  1. In the Search box, enter Delivery trip list , and then choose the related link.
  2. On the home tab, choose New.
  3. On the Delivery Trip page, on the Group fasttab, select the field Location Code and enter Green.
  4. On the same fasttab, choose the appropriate values for the Shipping Agent Code and Shipping Agent Service Code.
  5. Enter more information if needed on this fasttab. This information will not be used in this walkthrough.

Planning Transport Orders onto the Delivery Trips

Daniel is now ready to plan the delivery trips created by Ted. He has received a confirmation from DHL and can now connect the created transport orders to the appropriate delivery trips.

  1. In the Search box, enter Transport Orders , and then choose the related link.
  2. From the list, select the first of the created Transport Orders.
  3. On the General Fasttab select the field Delivery Trip and then select the appropriate delivery trip.
  4. On the home tab, choose release to release the delivery trip. Notice that the status of the Transport Order changes, but also that the containers connected to this transport order now have a status closed and that information on the weight of the containers is calculated and shown.

Registering Costs on the Delivery Trip

Together with the confirmation from DHL, Ted has also gotten a cost-estimate from DHL for the delivery trip. He will now enter these costs in Dynamics NAV to make sure that the appropriate finance-charges can be posted when the purchase invoice arrives.

  1. In the Search box, enter Delivery Trip List , and then choose the related link.

  2. From the list, select the first of the created Transport Orders and on the home tab, choose Edit .

  3. On the actions tab, choose Transport Costs .

  4. In the Transport Costs page, enter the following lines: |Type|Cost Component|Cost Component|Cost Component|Cost Component Template |----|-------------:|-------------:|-------------:|-----------------------:| |Code|HANDLING|ROAD|WAIT|CHARGES |Description|Container Handling|Road Transport|Waiting Time|Transport Add. Charges |Amount|100|250||0

  5. On the home tab, choose Refresh Transport Costs and note that note that the amount for the Transport Add. charg is calculated at 52,50.

Posting Various Documents

After delivering the items, DHL will return to the warehouse or will somehow transmit to us all relevant facts for the executed delivery trip. The information can now be entered into Dynamics NAV.

  1. From the Delivery trip list, select the correct delivery trip and on the home tab choose Edit .
  2. On the delivery-trip page, select the correct Delivery Stop Item line and on the actions tab, choose Pick Lines .
  3. If the selection page shows pick lines, these need to be registered in the usual way,
  4. Repeat step 2 and 3 for all Delivery Stop Items.
  5. On the Actions tab of the Delivery Trip , choose Post.
  6. Select ship.

If no error-messages appear, all warehouse documents will be posted and if applicable all sales-orders will be invoiced.

Short Management

While picking the items from the warehouse, John found that for a specific item there is not enough on inventory. He calls both Daniel and Susan and together they decide that the quantity to deliver will be reduced.

  1. Select the warehouse shipment for the first sales order created.
  2. Go to the line for item 70000, quantity 3 and set the "Shorts" flag.
  3. Select Short for the line and set the action to Change Quantity.
  4. On the lines fast-tab, select Functions / Resolve Shorts.
  5. On the pop-up page, confirm the action as Qty. Change and select next.
  6. Enter a new quantity of 2 and choose Finish.
  7. Observe the changes on the warehouse shipment line and on the sales order line.

Posting the Purchase-Invoice for Transport Costs

April, the accounts payable coordinator, has received an invoice from Vendor 01254796 for the amount of 477,50. This invoice is related to a DHL Standard Delivery Trip. The received invoice needs to be validated against the posted transport costs from the delivery trip.

  1. In the Search box, enter Purchase Invoices , and then choose the related link.
  2. On the home tab choose New.
  3. Create the purchase invoice header for Vendor 01254796 and fill the necessary information.
  4. On the lines fasttab, choose Functions and then Get Transport Costs.
  5. Select the appropriate lines from the list and choose OK. Note: That the line-information of the costs is transferred unto the purchase invoice lines. Check the amounts for the lines with the invoice received.
  6. If all costs registered and invoices are ok, on the Hometab, choose Release and then choose post.
  7. In the Search box, enter Delivery Trip History , and then choose the related link.
  8. Select the Delivery Trip just posted and from the home tab, choose Transport Costs.
  9. Confirm that the Posted Invoice No. is identical to the purchase invoice posted above.

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