page 1 shipping and billing for related (owned) factories by mis department

Shipping and Billingfor Related (Owned) Factories

By MIS Department

Glossary of Training Terms

• The following terms will be used throughout this training program:– Field: A box on the screen into which you enter

information– Value: The information (data) being entered in the

field. Example: Division number, FGPO number– Icon: An image you may click to perform a function

such as select, submit or exit– (Single-)Click: Also “Select.” Hitting the left mouse

button once. This will activate an icon or select a row in a list of values

– Double-click: Hitting the left mouse button twice o the same part of the screen. Used only to select and return a value from a list.

Using the RLM System

• These are the primary RLM icons you will use:– Search: Located next to entry fields. Clicking this

icon brings up a pop-up window with a list of all possible values for the field (for example, the next to the Division field will show a list of all divisions) (Shift-F9 keys or F21 key)

– Select: Located on the Search pop-up windows. You may click on a line and click Select to return its value to the main screen

– OK (Submit): Located in the bottom right corner of each screen. Processes the information on screen and brings you to the next screen

– Return (Back): Located at the top of each screen. Click this icon to go back one screen (F2 key)

– Exit: Located at the top of each screen. Click this icon to return to the menu or close a pop-up (F3 key)

Enter your User ID and

Password here

Note: User ID and Password are initially assigned by MIS. You will be prompted to change it the first time you login. The password field IS case-sensitive.

Sign On

Click OK

Click the check (or hit the Enter key) to proceed

Welcome

Click here to proceed

(Enter key)

Enter your Company number

If you don’t enter a Company or enter the wrong number, you will receive this

error: Click OK

Select Application

Click the Inter-Company Billing

button in the menu

Inter-Company Billing Menu

Select option 1

Available Shipments

A list of shipments appears. Shipments are created when the first carton is scanned into the Container

Loading program. Each PO in a container attached to a shipment has its own line

Enter a PO, shipment or container number here and press F16 (or Shift-

F4) to search the list

Available Shipments

The search parameter appears here

Check the box that is the type you are searching

for

Click OK

Select a Shipment

Type “S” on a line to

view/edit a shipment

Click OK

Update Shipment Header

The shipment number is assigned by RLM and cannot

be changed

Edit the ship date if

necessary

The Warehouse number is here and is assigned based

on the POs on the shipment. The number is the Primary warehouse, even if the shipment has multiple

warehouse

Update Shipment Header (continued)

The cycle (MGO - ocean or MGA - air)

and check point (SHP) appears here.

Edit if necessary

Enter payment

terms here

Enter the flight or vessel number

here

Update Shipment Header (continued)

Enter the shipment

terms here

Enter Ship Via info here

You may enter comments in these

lines

Enter O for Ocean, A for Air

or click the icon to search

Check Container Contents

Type “A” on a line to view the

container

Click OK

BEFORE THE LOADERS CLOSE THE CONTAINER: Check the contents of the container

View Container on Shipment

Type “C” to view the contents of this

container. Hit the Enter key to submit

View Container Contents

The list of cartons scanned into the container appears. “St” of A means the carton is assigned to the container.

Click “More Info” to see the carton

numbers

Use this list to check the container contents. If there is an error with the loading, notify the loaders to UNSCAN the

incorrect cartons from the container

Note: Re-Open Closed Container

To re-open a CLOSED container, type “S” and

hit the Enter key

Re-Open Closed Container

Remove the Seal # and hit the Enter key

Click Return to go back

Note: Remove Container

If you want to remove the container from this shipment, type “U” and

hit the Enter key

Print Shipping Documents: Error

Type “P” on a CLOSED container line to print

the shipping documents and hit the Enter key

P

If one or more POs on the container are not closed,

you will get an error

Print Shipping Documents

P

If all POs on the container are closed, you will be able

to printSelect the

document(s) you want to

print

Click OK to submit

Ship and Bill

Type “T” on a CLOSED container line to ship and bill it, then hit the

Enter key

T

If one or more POs on the container are not closed or have Status = UNCONFI, you will get

an error. UNCONFI means the cost has not been Approved – contact Jordache Production

Date Error

This screen appears if the shipment date is in a different month from the current date. Return to Shipment Header Maintenance and change the

date of the shipment.

Ship and Bill - Finished

Press “Toggle Unship/Ship” to see all SHIPPED POs (this

may take some time to load)

When you Ship/Bill, the shipped lines disappear from the screen.

Type “P” then the Enter key on a SHIPPED

container line to reprint the Packing List and Comm. Invoice

P

What Happens Next

• When you Ship/Bill, RLM automatically creates invoices for the Vendor and for Jordache and reprints the Commercial Invoice

• AP and AR records are also created in all the affected companies. AP is automatic, while AR updates at the end of the day

Create a New Shipment

• In the event that you need to create a shipment instead of waiting for the Loading program, follow the instructions on the next slides

New Shipment

Click here to create a new shipment

New Shipment Created

The new shipment appears. Notice the

rest of the row is blank

Type “A” to add a container to this

shipment and hit the Enter key

Create New Shipment

The shipment number is assigned by RLM and cannot

be changed

Edit the ship date if

necessary

Enter the Warehouse number here. If there are POs to two warehouses on the shipment, use the primary one (with the

most units).

Create New Shipment (continued)

Enter the cycle (MGO - ocean or MGA - air)

and check point (SHP)

Enter payment

terms here

Enter the flight or vessel number

here

Create New Shipment (continued)

Enter the shipment

terms here

Enter Ship Via info here

You may enter comments in these

lines

Enter O for Ocean, A for Air

or click the icon to search

Add Container to Shipment

A list of containers appears. Containers are created when the Loaders begin to scan boxes into a container. You

may add a container to a shipment at any time, regardless of whether it has units scanned to it

Type “A” to add this container to the

shipment and hit the Enter key

Note: Typing “U” on a container already

assigned to a shipment will remove it!

Container Added

The Shipment Number is now associated with

this container

Click Return to go back to the shipment list

PO Lines in Container Added to Shipment

Now that the container has been added, a

shipment line for each PO on the container

has been added

You must wait until the status for every PO on the container is CLOSED (or

UNCONFI) in order to print