Recalling a Closed Shipment with TMS (PS41)

• CC00/Packing Station 'Generate Invoice' field is selected.
• CC96 'Auto Invoice Generate' field is set to Yes.

For those Companies that do not have the auto-generate Invoice feature set up, and Invoices have not been generated for the Shipment in Enter Inv/Direct Bills/Credits (IN41), follow these steps to recall a Closed Shipment:

1. Enter or select from the query the Shipment Number in the Shipment No. field. The following message displays: "Shipment ###### has been closed. Do you wish to reopen it? Yes/No". Select 'Yes' to reopen the Shipment.

2. The following message automatically displays: "This shipment must be deleted on the TMS system before it can be re-opened. If you continue TMS will automatically be issued a void request. Proceed? Yes/No". Select 'Yes' to void the original TMS transaction.

3. The Carton Details folder automatically opens with the Shipment details displayed.

4. You may make changes to the recalled Shipment or Delete the Shipment as required.
   • If you are deleting the Shipment, click on Delete Record . The following message displays: "Delete Header and all its details? Yes/No". Select 'Yes' to delete the Shipment and all of the detail records.

   • If you are making changes to the Shipment by adding or deleting Cartons or Packs, see the Carton Details folder, Carton or Pack sections for more details.
     • If you delete a Packing Number from the Shipment the following message displays: "Are you sure you want to delete Packing Number the actual Packing Number displays from this shipment? Yes/No". Select 'Yes' to delete the Packing Number. Select 'No' to close the message window and cancel delete the request.

     • Changes made to the Carton or Pack may cause changes to the Pallet's Measurements and Volume. For more details on adding or deleting Cartons from a Pallet, see the Carton Details folder, Pallet section.

5. When all of the information for the Shipment is correct and no issues exist, go to the Ship folder.
   • When the Ship folder opens, the following message displays: "Would you like to have the Declared Value re-calculated based on the carton contents. Yes/No". Selecting "No" will leave the Declared Value amount unchanged. Selecting "Yes" will update the Declared Value based on the changes to the Shipment.

6. Update the Ship folder as required and click Closed.
   • All changes made on the Ship folder are automatically saved.

   • The Freight Rate screen in the TMS section of PS41 automatically opens.
     Note: The Freight Rate screen automatically opens ONLY when CC00/Packing Station/TMS Parameters has at least one of the following check boxes selected: Shop for Service, Shop for Specials, Allocate Charges. If none of these fields are selected, the Freight Rate screen will not open, but TMS will generate Freight for the Shipment; the freight, in this case, will not include any Specials or any allocation between Sales Orders.

7. On the Freight Rate screen in the TMS section of PS41, the following folders are available depending on the set up in CC00/Packing Station/TMS:
   • Shop for Services
   • Shop for Specials
   • Allocate Charges

8. Once the Shipment is saved in the TMS section of PS41:
   • The Print Labels window automatically opens to print the Carrier Label if Auto Print is set to 'Shipping Entry' in Maintain Operator Controls (PS11) for the Operator logged into Enterprise. The Shipper must have access to the Label Printer.
     • For steps on printing the Carrier Label, click here.

   • You are automatically returned to the Search Criteria folder in PS41 to create another Shipment.

For those Companies with auto-generate Invoice, follow these steps to recall a Closed Shipment:

1. Enter or select from the query the Shipment Number in the Shipment No. field. The following message displays: "The Shipment No. ###### is linked to the following orders that have been invoiced. Order xxxxxx Invoice yyyyyyy. OK". (All Sales Orders and Invoice Numbers are listed in the message.) Click OK to close the message.
   • Delete the Invoice(s) from IN41.

     Note: If Freight is added to an Order(s) in the Shipment, the Freight amount appears on the Invoice. It is recommended that you delete the Freight Charge line from the Invoice first and then delete the Invoice. When the Shipment is recalled, freight will be automatically generated via TMS.

2. Once the Invoices are deleted, return to PS41 and enter or select from the query the Shipment Number in the Shipment No. field. The following message displays: "Shipment ###### has been closed. Do you wish to reopen it? Yes/No". Select 'Yes' to reopen the Shipment.

3. The following message automatically displays: "This shipment must be deleted on the TMS system before it can be re-opened. If you continue TMS will automatically be issued a void request. Proceed? Yes/No". Select 'Yes' to void the original TMS transaction.

4. The Carton Details folder automatically opens with the Shipment details displayed.

5. You may make changes to the recalled Shipment or Delete the Shipment as required.
   • If you are deleting the Shipment, click on Delete Record . The following message displays: "Delete Header and all its details? Yes/No". Select 'Yes' to delete the Shipment and all of the detail records.

   • If you are making changes to the Shipment by adding or deleting Cartons or Packs, see the Carton Details folder, Carton or Pack sections for more details.
     • If you delete a Packing Number from the Shipment the following message displays: "Are you sure you want to delete Packing Number the actual Packing Number displays from this shipment? Yes/No". Select 'Yes' to delete the Packing Number. Select 'No' to close the message window and cancel delete the request.

     • Changes made to the Carton or Pack may cause changes to the Pallet's Measurements and Volume. For more details on adding or deleting Cartons from a Pallet, see the Carton Details folder, Pallet section.

6. When all of the information for the Shipment is correct and no issues exist, go to the Ship folder.
   • When the Ship folder opens, the following message displays: "Would you like to have the Declared Value re-calculated based on the carton contents. Yes/No". Selecting "No" will leave the Declared Value amount unchanged. Selecting "Yes" will update the Declared Value based on the changes to the Shipment.

7. Update the Ship folder as required and click Closed.
   • All changes made on the Ship folder are automatically saved.

   • The Freight Rate screen in the TMS section of PS41 automatically opens.
     Note: The Freight Rate screen automatically opens ONLY when CC00/Packing Station/TMS Parameters has at least one of the following check boxes selected: Shop for Service, Shop for Specials, Allocate Charges. If none of these fields are selected, the Freight Rate screen will not open, but TMS will generate Freight for the Shipment; the freight, in this case, will not include any Specials or any allocation between Sales Orders.

8. On the Freight Rate screen in the TMS section of PS41, the following folders are available depending on the set up in CC00/Packing Station/TMS:
   • Shop for Services
   • Shop for Specials
   • Allocate Charges

9. Once the Shipment is saved in the TMS section of PS41:
   • The Print Labels window automatically opens to print the Carrier Label if Auto Print is set to 'Shipping Entry' in Maintain Operator Controls (PS11) for the Operator logged into Enterprise. The Shipper must have access to the Label Printer.
     • For steps on printing the Carrier Label, click here.

   • You are automatically returned to the Search Criteria folder in PS41 to create another Shipment.
     • Invoices are automatically generated for each Sales Order in the Shipment when the following conditions are met:
       • 'Generate Invoice' is selected in CC00/Packing Station.
       • 'Auto Invoice Generate' is set to YES in Maintain Sales Office/Warehouse Numbers (CC96).

     • The Invoices automatically print when 'Invoice Auto' is selected in Maintain Operator Password/Privilege (CC03) and 'Invoice Action' is set to S (Send Invoice with Goods) in Maintain Customer Master (SU13).

     • The Bill of Lading (BOL), Ship To Label and UCC-128 label print automatically if Auto Print is set up in PS11 for the Operator logged into Enterprise.