Oracle Retail Knowledge Base

6 Shipments and Receipts

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6. In the Invoice Location field, the invoice location for the purchase order will be displayed.

7. In the Location field, select the location type from the list. The options are: Store and Warehouse. Then enter, select or search for the location. This field is a required field.

8. In the ASN field, enter an ASN number. This field is a required field.

9. In the Number of Boxes field, enter the number of boxes.

10. In the Courier field, enter the courier name, if applicable.

11. In the Comments field, enter any additional comments as necessary.

12. Click Display Items to populate the table below with the items associated to the selected order/location.

13. In the Ship Quantity columns, enter the quantity you want to ship for each item.

Note

If a ship quantity is entered the item will be shipped, upon saving the data. If no ship quantity is entered the item will not be shipped.

14. In the Carton columns, enter the cartons for each item.

15. To process the entered data, save your entries.

Ship a Transfer

Transfers are normally shipped using a warehouse management system or a store inventory management system, not in Merchandising; however in some cases, there may be a reason to do so. This can be done in two ways:

  • The Transfers page allows you to ship the transfer as a single shipment with all quantity being shipped at once. See Ship a Transfer in Transfers for additional information.

  • By creating a Bill of Lading (BOL), which allows you to create shipment that includes multiple transfers and allocations that are all shipping from the same location, to the same location.

Note

The option to ship transfers and allocations is available only when the system options Allow Shipping / Receiving at Stores (for store sourced transfers) and/or Allow Shipping / Receiving at Warehouses (for warehouse sourced transfers) are set to Yes.

Create a Bill of Lading

To create a bill of lading (BOL):

1. From the Tasks menu, select Inventory > Shipments and Receipts > Create Bill of Lading . The Bill of Lading page appears.

Table 6-2 Bill of Lading Search - Basic Search Criteria

FieldsDescription
MatchoptionCheck radio button All or Any.
All - only BOLs matching all entered search criteria are shown.
Any - BOLs matching each entered search criteria are shown.
BOLEnter the BOL description.
Shipped DateEnter the date or click the calendar icon and select the date.
From LocationEnter the location or select and search the location and the ID.
To LocationEnter the location or select and search the location and the ID.
Distro TypeSelect the distro type from the list. The options are: Transfer,
Location.
Distro No.Enter the distro number, select or search the distro number.
ItemEnter the item number of the item or search the item.
Note

For more information about searches, see Search Screens in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .

2. Click Search . The bills of lading that match the search criteria are displayed in the Results section.

3. Click Reset to execute the saved search.

4. Click Done to close the page.

Search for a BOL Through the Advanced Search Criteria

To search for a BOL through the advanced search criteria:

1. Enter or select one or all of the following advanced search criteria.

Table 6-3 Bill of Lading Search - Advanced Search Criteria

Search FieldDescription
BOLEnter the BOL description.
Shipped DateEnter the date or click the calendar icon and select the date.
From LocationEnter the location or select and search the location and the ID.
To LocationEnter the location or select and search the location and the ID.
Distro TypeSelect the distro type from the list. The options are: Transfer,
Location.
Distro No.Enter the distro number, select or search the distro number.
ItemEnter the item number of the item or search the item.
Item DescriptionEnter the item description of the item.
Note

For more information about searches, see Search Screens in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .

2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.

3. Click Search . The bills of lading that match the search criteria are displayed in the Results section.

4. Click Reset to clear the search section and results.

5. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.

6. Click Done to close the page.

Edit a BOL

To edit a BOL:

1. From the Tasks menu, select Inventory > Shipments and Receipts > Manage Bills of Lading . The Bill of Lading Search page appears.

2. Select the BOL you want to edit.

3. From the Actions menu, select Edit or click the Edit icon. . The Bill of Lading page appears.

You can edit the Ship Quantity and Carton column directly in the table.

For more information on about the Bill of Lading page, see the Create a Bill of Lading section.

4. Make the necessary changes and save your changes.

Receive a Shipment

Receipts for purchase orders, transfers, and allocations are normally done using a warehouse management system or a store inventory management system, not in Merchandising; however in some cases, there may be a reason to do so. When this is required, Merchandising provides screens where you can.

  • Receive by Item

  • Receive by Carton

  • Adjust Receipts, for purchase orders only

Note

The option to receive POs, transfers, and allocations is available only when the system options Allow Shipping / Receiving at Stores (for store sourced transfers) and/or Allow Shipping / Receiving at Warehouses (for warehouse sourced transfers) are set to Yes.

Table 6-4 Shipment Search - Basic Search Criteria and Description

FieldsDescription
MatchoptionCheck radio button All or Any.
All - only shipments matching all entered search criteria are shown.
Any - shipments matching any of the entered search criteria are
shown.
ShipmentEnter, select or search for the shipment.
StatusSelect the status from the list.
Order No.Enter, select or search for the order number.
Supplier SiteEnter, select or search for the supplier site.
BLOEnter, select or search for the bill of lading.
Distro No.Enter, select or search for the distro number.
From LocationEnter, select or search for the from location.
To LocationEnter, select or search for the to location.
Note

For more information about searches, see Search Screens in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .

2. Click Search . The shipments that match the search criteria are displayed in the Results section.

3. Click Reset to clear the search section and results.

4. Click Done to close the page.

Search for a Shipment Through Advanced Search Criteria

To search for a shipment using advanced search criteria:

1. To search using advanced search criteria, enter or select one or all of the advanced search criteria.

Note

For more information about searches, see Search Screens in the Oracle® Retail Merchandising Do the Basics User Guide (Classic View) .

2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.

3. Click Search . The shipments that match the search criteria are displayed in the Results section.

4. Click Reset to clear the search section and results.

5. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.

6. Click Done to close the page.

When you view a PO shipment, this section displays the following fields.

  • Order No.

The Order No. contains a link that opens the Order page in view mode. For more information about the Order page, see Define/Enter a Purchase Order in the Oracle® Retail Merchandising Purchase Orders and Contracts User Guide .

  • ASN

  • Shipped Date

  • Received Date

The Received Date field is only visible if the shipment has already been received.

  • To Store/To Warehouse

The label for the To Store/To Warehouse field is set, depending on whether the destination location is a store or warehouse.

  • Invoice Location

  • Not Before/Not After Date

  • Number of Boxes

  • Courier

  • Comments

When you view an allocation (BOL) shipment, this section displays the following fields.

  • BOL

  • Shipped Date

  • Received Date

The Received Date field is only visible if the shipment has already been received.

  • To Store/To Warehouse

The label for the To Store/To Warehouse field is set, depending on whether the destination location is a store or warehouse.

  • From Store/From Warehouse

The label for the From Store/From Warehouse field is set, depending on whether the destination location is a store or warehouse.

  • Number of Boxes

  • Courier

  • Comments

Details

The Details section displays receipt details. The fields displayed in this section vary, depending whether you view a purchase order or allocation shipment.

When you view a PO shipment, the following are displayed by default:

  • Item

  • Description

  • Carton

  • Invoice

  • Quantity - Expected, Received, Matched

The Shipment page only allows users to view parent shipments online. It is expected that the shipment quantities displayed for the parent shipment are an aggregate of the parent shipment and child shipment quantities.

When you view an allocation (BOL) shipment, the following fields are displayed by default:

  • Item

  • Description

  • Distro No.

  • Carton

  • Tampered

  • Quantity - Expected, Received

  • Inventory Status

The Distro No. column can contain either an Allocation or Transfer ID.

If the column contains a Transfer ID you can open the Transfer page in view mode by clicking on the Transfer ID link. For more information about the Transfer page, see the Transfers section.

If the column contains an Allocation ID, the link is disabled.

Adjustments

The Adjustment section is only available for PO shipments. The section displays the receipt adjustments against the shipment.

The following columns are displayed by default:

  • Carton

  • Quantity - Expected, Received, Matched

Receive a Shipment by Item

The Receive by Item page allows you to receive items within a shipment. The receipt of the shipment can be for a purchase order, transfer or allocation.

  • BOL

  • Received Date

Enter the date and time of receipt or use the Calendar icon to select a date and time.

When you receive a allocation (BOL) shipment, the section displays the following fields.

  • Allocation

  • Warehouse/Store

  • BOL

  • Received Date

Enter the date and time of receipt or use the Calendar icon to select a date and time.

Items

The Items section displays all the items in the shipment by default.

Receiving Shipments by Item

To receive shipments by item, follow the steps below.

1. From the Tasks menu, select Inventory > Shipments and Receipts > Shipments . The Shipment Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The shipments that match the search criteria are displayed in the Results section.

4. Select a record in the Results table.

5. Then select Actions > Receive Shipment > by Item , or click the Receive Shipment button > by Item . The Receive By Item page appears.

6. In the Shipment section, enter the receive date and time or use the Calendar icon to select a date and time.

7. Then select an item in the table.

8. Select Actions > Edit , or use the Edit icon . The Receive Item page appears. The item, the expected quantity and standard UOM are displayed.

9. In the Receipt Quantity field, enter the quantity. This field is a required field.

Then enter, select or search for the unit of measure in which the receipt quantity has been entered.

10. For catch weight items, enter the receipt weight.

11. In the Inventory Status field, select the inventory status from the list.

12. Then choose one of the following options.

  • Click OK to receive the current item and close the page.

  • Click OK and Receive Another to receive additional items.

  • Click Cancel to reject all entries and close the page.

13. In the Receive By Item page, save your entries.

Note

If you want to default the expected quantity as received for all items in the table, select the Default button.

Add Items to a Shipment to Receive

You can add items to a shipment you want to receive.

1. In the Items section, select Actions > Add , or use the Add icon . The Add Item page appears.

2. In the Item field, enter or search for an item. This field is a required field.

3. In the Receipt Quantity field, enter the received quantity. Then select the unit of measure for the item.

4. For catch weight items, enter the received weight.

5. In the I nventory Status field, select the inventory status from the list.

6. Then choose one of the following options.

  • Click OK to add the current item and close the page.

  • Click OK and Add Another to add additional items.

  • Click Cancel to reject all entries and close the page.

Receive a Shipment by Carton

The Receive By Carton page allows you to receive shipments by carton with in a shipment. The receipt of the shipment can be from a purchase order, transfer or allocation

  • BOL

  • Received Date

Enter the date and time of receipt or use the Calendar icon to select a date and time.

When you receive a allocation (BOL) shipment, the section displays the following fields.

  • Allocation

  • Warehouse/Store

  • BOL

  • Received Date

Enter the date and time of receipt or use the Calendar icon to select a date and time.

Receive Cartons

The Receive Carton section displays the list of carton in the shipment.

Carton Contents

The Receive Carton section displays the list of carton in the shipment.

Receive Shipments by Carton

To receive shipments by carton, follow the steps below.

1. From the Tasks menu, select Inventory > Shipments and Receipts > Shipments . The Shipment Search page appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The shipments that match the search criteria are displayed in the Results section.

4. Select a record in the Results table.

5. Then select Actions > Receive Shipment > by Carton , or click the Receive Shipment button > by Carton . The Receive By Carton page appears.

6. In the Shipment section, enter the receive date and time or use the Calendar icon to select a date and time.

7. In the Receive Carton section, select the cartons you want to receive.

8. Then click Save and Close .

Receipt Adjustment by Units

The Receiver Unit Adjustment page allows you to adjust the number of units already received by shipment or order.

The unit adjustment is performed at item level that exists in a shipment.

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Table 6-5 (Cont.) Stock Order Reconciliation Search - Basic Search Criteria and Description

FieldsDescription
Shipped DateEnter the shipped date or use the Calendar icon to select a date..
Received DateEnter a received date or use the Calendar icon to select a date.
From LocationEnter, select or search for the from location.
To LocationEnter, select or search for the to location.
Distro TypeSelect the distro type from the list.
Distro No.Enter, select or search for the Distro No.

3. Click Search . The shipment that match the search criteria are displayed in the Stock Order Exceptions and Carton Level Dispositions section.

4. Click Reset to clear the search section and results.

Stock Order Exceptions

All open stock orders where the shipped quantity could not be reconciled to the received quantity appear in this section. The over/short quantity and the cost information are displayed.

The Shipment column contains a link which opens the Shipments page, where can view the Shipment Details. For more information about this page, see the Shipment section.

In the Adjustment Type column, select an adjustment type from the list.

Carton Level Dispositions

This section displays the carton, over/short quantity and cost information.

In the Adjustment Type column, select an adjustment type from the list.

Upload Stock Order Reconciliation

If you have several shipments that need reconciliation, these can be mass updated through a spreadsheet upload. To do this, you’ll first need to download the template to use for this process. This can be accessed in the task list under Data Loading > Blank Template . Select the template type of Stock Order Reconciliation and the template Stock Order Reconciliation and then click Download. When prompted, choose to either open the file or save it locally and open in the spreadsheet application of your choice.

Note

This template cannot be configured.

Then, in the blank spreadsheet, enter the shipment ID to be reconciled, select a type (Allocation, BOL, or Transfer) and enter an ID that corresponds to the type. The ID will be validated against the type selected. Finally, select an adjustment type. Valid values are Forced Receipt, Freight Claim, Receiving Location, or Shipping Location. Repeat for all the shipments that require reconciliation.

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