Shipping Agent Planning Worksheet (Sales)
Plan dispatches by shipping agent and warehouse status.
Shipping Agent Planning lets you manage where in its lifecycle a sales order is. Filters by Shipping Agent, with additional user-defined filters you can apply as necessary.
Prerequisites
Sales processing using Shipping Agents.
Bevica Warehouse Integration extension installed.
Shipping Agent Planning Worksheet (Sales)
Navigate to Shipping Agents, select Related Information, Shipping Agent Planning Worksheet on the ribbon. Alternatively, search for the page.
The page has a number of filter fields at the top. These filter the order count by each Shipping Agent Code.
Location Filter
Select a Location Code to filter the fields below.
Shipment Date Filter (up to date)
Enter a Date to filter the order count. Bevica automatically sets the date you enter to ..DATE, i.e. all dates up to and including the entered date.
Req. Delivery Date Filter (up to date)
Enter a Date to filter the order count. Bevica automatically sets the date you enter to ..DATE, i.e. all dates up to and including the entered date. Hidden by default.
Duty Status Filter
Select a Location Code to filter the fields below. Hidden by default
Shipping Agents line fields
Each field is filtered on Sales Orders and its respective Shipping Agent Code, plus...
Open Sales Orders
where Status = Open.
Pending Sales Orders
where Status = Pending Prepayment.
Release Sales Orders
where Status = Released & Credit Status = Released.
Credit Held Sales Orders
where Status = Released & Credit Status = Credit Held.
Whse. Pending Sales Order
where Whse. Integration Request Status = Pending
Whse. Generated Sales Orders
where Whse. Integration Request Status = Generated
Whse. Sent Sales Orders
where Whse. Integration Request Status = Sent
Whse. Error Sales Orders
where Whse. Integration Request Status = Error on Generating Error on Sending
The page has an additional filter at the bottom, No. Sales order with blank Shipping Agent Code.
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