Shipment preparation plans
This function is used to manage the setups for the personalization of the management screens of shipment preparation plans.
A standard entry transaction of preparation plans is initialized upon installation of the software. It can be modified or deleted using this option, which can also be used to create new ones.
It is possible to set up several transactions for the preparation plans. Each transaction, identified by a code and a description, appears in a selection window when calling the Preparation plans functions of the Sales module and the Stock module.
Prerequisites
Refer to documentation Implementation
Screen management
Header
Presentation
The transaction header allows the user to create new transaction codes or to look for existing transactions to be modified or deleted.
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Fields
The following fields are present on this tab :
Shipment preparation plan
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Code used to identify the transaction set up. The setup of the entry transactions enables the user to fully set up the entry screens associated with a document (quote, invoice order, request for quotes etc.) or with a stock transaction type (receipt, issue etc.). For each document or stock transaction type, it is possible to define as many entry transactions as necessary, each one being identified by a code. Each transaction is used to define, both for fields located in the document header and fields entered in the lines, whether they must be:
Upon validation of this setup, dedicated entry screens are created, and then can be used by any user having been granted rights on the access code defined in this setup header.
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Transaction description. |
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This flag is used to activate or deactivate a transaction. |
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Access code that is used to restrict access to data by user or group of users. |
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This field is used to allow access to the transaction to a limited group of companies. |
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Tab General
Presentation
The screen is composed of one tab in which the user can define the management mode and display mode of certain headings of the management function of preparation plans.
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Fields
The following fields are present on this tab :
Preparation
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It is possible to specify the elements that will be concerned by shipments managed. They can be:
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Lines
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This parameter is used to define, for this entry transaction, whether the order number must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the ship date must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the product description must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the sub-contract location must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Field that cannot be entered and that defines the line.
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the package and packing capacity must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the delivery type must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Selections
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This parameter is used to define, for this entry transaction, whether the reference of the ship-to customer must be:
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This parameter is used to define, for this entry transaction, whether the route code must be:
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This parameter is used to define, for this entry transaction, whether the carrier must be:
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This parameter is used to define, for this entry transaction, whether the order number must be:
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Stock
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Parameter used to define, for this transaction, whether the Lot field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, whether the sub-lot field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, whether the serial number start field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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This field is used to define, for this transaction, whether the serial number end field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, whether the location field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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Parameter used to define, for this transaction, whether the status field must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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The identifiers correspond to pieces of free information each used to identify a stock line. This parameter used to define, for this entry transaction, whether the analytical dimension must be:
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Setup used to define, for this entry transaction, if the field must be present in:
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This parameter is used to define, for this entry transaction, whether the identifier 2 in the screen must be:
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Stock movement
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This check box can be selected to indicate that the destination location can be entered. |
Parameter
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This setup is used to define for this entry transaction a movement code used to specify rules for a specific type of movements. |
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Reports
By default, the following reports are associated with this function :
PRTSCR : Screen print
This can be changed using a different setup.
Specific Buttons
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The following fields are included on the window opened through this button : Block number 1
Block number 2
Close This button is used to copy the record definition from or to another folder. |