Creating a Custom Form Field in SYSPRO for Ship Complete Customers
- DATASCOPE WMS
SYSPRO
Order Release / Pick Slip Release / Sales Order Wave Release [PIK002]
A Ship Complete Sales Order is a type of Sales Order that can only be dispatched if it can go to the Customer in its entirety. It is then configured on a customer level and will, therefore, be flagged as Ship Complete and not be partially shipped, like some normal Sales Orders.
This user guide will look at the Ship Complete process for Sales Orders in DATASCOPE PREMIUM WMS. There are two approaches for managing Ship Complete Customers:
Using a Custom Form Field in SYSPRO
Develop a customized Auto Reservation Rule.
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Create a Custom Form field per Customer.
The first step in this process is to set up a Custom Form field against the Customer in SYSPRO, called Short Shipment Allowed, which must have a value of Y(es) or N(o).
To create these custom form fields in SYSPRO:
Open SYSPRO
From the Program List, browse Accounts Receivable / Customer Query
The AR Customer Query form screen will open.
Add the Customer number in the Customer field or use the lookup icon to search for a Customer.
In the Custom Form section, select the drop-down arrow and select Custom Form Data Entry.
The Custom Form Entry form will open. Select Form Design to create a new Custom Form.
The Custom Form design – Customer form will open.
To add a new Custom Form field:
o Select New
o Add a new Custom Form field (for example, Short Shipment Allowed.) Take note of the Field Name, as this is the value required to link the Custom Form field in SYSPRO to DATASCOPE WMS.
o The Field type must be an Alpha type.
o The Field length can be 1.
o Depending on the Customer Type, you can set the default to either Y(es) or N(o)
o (Y)es = Does allow partial deliveries of sales orders, therefore not a Ship Complete Customer.
o (N)o = Does not allow partial deliveries of sales orders. Therefore, a Ship Complete Customer.
Select Save
View the Customer Form Field
To see if the Custom Form Field Short Shipment Allowed exists for a specific Customer:
Open SYSPRO
From the Program List, browse to Accounts Receivable / Customer Query
The AR Customer Query screen will open.
Enter or search for a Customer from the Customer field.
Take note of the entry in the Custom Form Short Shipment Allowed field.
If (Y)es, then the Customer does allow partial deliveries of sales orders, therefore not a Ship Complete Customer.
If (N)o, then the Customer does NOT allow partial deliveries of sales orders. Therefore, a Ship Complete Customer.
Next, a DATASCOPE WMS System Setting must be updated to link the SYSPRO Custom Form Field Field Name with DATASCOPE WMS.
Linking SYSPRO Custom Form Field name (Short Shipment Allowed) to DATASCOPE WMS
The SYSPRO Custom Form field must be linked to a DATASCOPE WMS setting for the software to know which custom form fields contain the Y(es) or N(o).
Open DATASCOPE WMS
From the Ribbon Bar, open System Settings / PICKING SALES ALLOCATION / BACKORDER_CUSTOMER_CFF_NAME
Update the SettingValue to be the same as the 6-digit Field name in the Custom Form Field created in SYSPRO. For example, SHO001
Select Apply to save the new SettingValue added.
Sales Order Wave Release
Release Pick Slips for Ship Complete Customers
This Short Shipment Allowed Custom Form field will take effect when creating a new Sales Order Wave Release.
Open DATASCOPE WMS
From the Main menu, browse to Order Release / Pick Slip Release / Sales Order Wave Release.
The Sales Order Allocation Parameter screen will open.
Take note of the Show Back Order Customers filter option.
If we run the Wave release with All Customers selected, which is the default value, the software will not filter out any Customers, and both Ship Complete (No), Non-Ship Complete (Yes), and blank Customers will be displayed.
If you select the Customers not allowed backorders option, then all the Ship Complete Customers will display. DATASCOPE WMS will check against the SYSPRO Custom Form field created and determine which Customers to display depending on the Short Shipment Allowed setting. These are essentially all Customers with a Short Shipment Allowed = No.
Another filter setting to take note of when selecting the Customers not allowed backorders is the Nett Qty > 0 setting under Options. This option must be unchecked. If this remains checked, then any sales order lines that may have been released on a previous pick slip and, therefore, have a Nett Qty of 0 will be excluded from the data grid, and the pick slip release staff would logically assume the lines that do appear are the ONLY lines on the Sales Order.
Once Customer not allowed backorders are selected and Nett Qty > 0 is unchecked, you can continue to run the Wave Release and do pick slip reservations.
Select OK
Auto Release the List of Ship Complete Sales Orders
From the Sales Order Wave Release screen, with all the Ship Complete Sales Orders already loaded, you can select the Auto Reserve button.
A pop-up will appear. Select Yes
A second pop-up will appear. Select Yes.
A pop-up will appear, stating the Auto Reservation is completed.
The software has a built-in check for Sales Orders that have all the lines reserved, therefore, you can quickly release pick slips for these Sales Orders by selecting Yes again. Notice the total number of Sales Order will display on the pop-up.
The system will display the Pick slips, with pick slip numbers that have been created. Select OK. The Printer pop-up will appear; select Apply to print these pick slips.
The remaining Reservations can remain open in the Wave Release until stock is available, OR you can clear the reservation until there is sufficient stock to fulfill the Ship Complete orders later.
To clear the reservations, select the Clear Reservation button.
To save the reservations, you can just exist the screen. When opening the Wave Release screen again, they will still be there.
Group by Customer
For an easy way to manage Sales Orders per Customer, you have the option to group Sales Orders per Customer.
In the Sales Order Wave Release screen, you can drag the Customer column up to the Drag a column header here to group by that column section.
This way, you can group all Sales Orders per Customer and make decisions based on the Customer’s need.
Release Pick Slips for Non-Ship Complete Customers
When running a Wave Release for Non-Ship Complete Customers, the Show Back Order Customers filter can be set on Customers allowed backorders, and the Nett Qty > 0 under Options can be checked.
Again, you can select the Auto Reserve button and release either full or partial reserved pick slips.