Job Shipments are displayed in the Job Planning and Processing page. All functions described below are executed or accessed from this page.
The fields relevant for WBS positions that are to be delivered to the customer are:
- Shipment Channel – specifies the shipment process.
- Shipment Date – defines the shipment due date. If no date is entered, COSMO Project Manufacturing assumes the current date.
To create a delivery schedule for a specific item or system, the Shipment Plan check box must be selected on this WBS position. This results in an automated planning for this position (as indicated in the Shipment Planning field) and the Shipment Date is taken from the process planning. This line can then be processed in the Job Planning and Processing page or the Job Shipment Planning page (see Job Shipment Planning Page).
Now the complete structure of the shipment can be planned. On the Job Planning and Processing page, select the relevant line, then on the Job Shipment menu, choose the Plan action and then select the Current line + sub-structure option.
The automatic Planning Process is based on the entry in the Shipment Channel field:
- Structure Position – creates a shipment plan without a quantity.
- Job Line – creates a shipment plan with the calculated quantity.
- Posted Item – creates a shipment plan only if an item was posted through a purchase or inventory request on the job that has not been delivered so far.
All shipment plans belonging to a structure can be viewed and edited together in the Job Processing Shipment Plan page, accessed from the Job Shipment menu by choosing Per Block.
Job Shipment Planning Page
The shipment planning for all job lines with the Shipment Plan check box selected can be viewed in the Job Shipment Planning page, accessed using Tell Me. Choose the icon, enter Job Shipment Planning, and then choose the related link.
The fields in the General and Date FastTabs are used to filter the view. The actions on the Process and Job menu provide the ability to Release selected shipment lines, to access Job Cards, and the Job Planning and Processing page to display the complete structure levels (including the lower levels) of each job shipment line.
Planned shipment WBS positions (Shipment Status = Planning) can be released by choosing the Release action on the Job Shipment menu.
Shipment documents can be created during the release process. The created documents for the lines are indicated in the Job Shipment field on the Job Planning and Processing page.
To open the Job Shipment document, choose the value in the Job Shipment field and then choose the Show Document action on the Job Shipment Lines page.
The shipment can be arranged in multiple partial shipments (for example, for multiple trucks) by modifying the value in the Qty. to Ship field.
A job shipment must be released as a document and can then be posted.
Posted Job Shipments
Posted Job Shipments are accessible using Tell Me or from the Posted Documents menu in the Role Center.
From here, the posted Job Shipment can be viewed and reprinted.
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