This option is primarily used by importers. The ability to perform container processing is dependent on the availability of an electronic advice note file imported into the Autoline system. Advice notes are controlled in the Manufacturer Systems module.
The container processing structure allows you to work with a complete container, cases within a container or sub cases within a case. This is achieved by working your way the hierarchy. Initially, whilst the container is being advised, differences (if any) between the container advice note and the purchase order are displayed to the user. The container/case/sub-case is then bulk received into a pre-determined transit location where the parts can be checked individually. Finally, the parts are then transferred to the selling stock location.
To use container processing:
From the Rev.8 Master Menu, select the Purchase Control module and the company you require.
The PURCHASE CONTROL Menu is displayed.
Select the Container processing option.
Enter your operator login and password.
The Container processing form is displayed.
The stock location used to receipt a container, case or sub case, is set by the field Stock location to use field in the operator record that is used to complete the receipting process.
During the transfer process, the location from which the transfer takes place is set by the Transit stock location field in the Stock Management system parameters.
Warning: It is crucial that the default stock location of the operator code used in the receipting process, is the same stock location as set up in the "Transit stock location" held in Stock Management System Parameters.
The Container Processing form is displayed by selecting the Container process option from the PURCHASE CONTROL Menu.
Three main processes are used, with the additional options to reverse a receipt or transfer if necessary. The form is split into three main frames, Container descriptions, Case descriptions and Sub case descriptions. If a container description (with cases) is double clicked, then the case descriptions will be displayed in the case group. If a case description (with Sub cases) is double clicked, then the sub case descriptions will be displayed in the sub case group. The following buttons, displayed on the right, will either be enabled or disabled depending on the processing stage of the selected item:
PUSH BUTTONS:
Advise: Double-click a container description to display individual cases (if any) and enable the advise button. Then click this button to advise the selected container. The advise routine can only be performed on a whole container. If the button is not enabled, the container has already been advised.
An information dialog is displayed if there is a quantity or cost difference between the container details (in the cases file) and the purchase order details (in the ptran file). Make a note of these differences (if any) and click OK. The Processed Totals form displays the total number of lines and value of both the container and purchase order details files.
Any differences of either quantity or value must be resolved immediately by amending the details on the purchase order within Purchase Control. After the amendments have been made, the Advise button must be used again to complete the advise process until no further information dialogs are displayed. At this stage the container is ready to be received.
The Processed Totals form displays the total number of lines and value of both the container and purchase order details files. Click the Close button to complete the Receipt process.
Note: If attempting to receive a whole container, and some cases have already been received, only cases not yet received will be processed.
Un-receive: A whole container can be un-received by selecting the container description with a single-click. Or an individual case can be un-received by double clicking the container and selecting a case. In either scenario the Un-received button is enabled. Click it to reverse a receipt. If the button is not enabled, check that the Container/case has been received.
The Processed Totals form displays the total number of lines and value of both the container and purchase order details files. Click the Close button to complete the Un-receipt process.
Note: If attempting to un-receive a whole container, and some cases have not been received, only cases received will be processed.
Transfer: A whole container can be transferred by selecting the container description with a single-click. Or an individual case can be transferred by double-clicking the container and selecting a case. In either scenario the Transfer button is enabled. Click it to transfer a container, case or sub case from the transit location into a selling location. If the button is not enabled, check that the Container/case has been received and the case has not already been transferred.
The Choose Location form is displayed. Select the location to move the stock into, using the drop-down, and click OK.
The Processed Totals form displays the total number of lines and value of both the container and purchase order details files. Click the Close button to complete the transfer process.
Note: If attempting to transfer a whole container, and some cases have already been transferred, only cases not yet transferred will be processed.
Un-transfer: A whole Container can be un-transferred by selecting the container description with a single-click. Or an individual case can be un-transferred by double clicking the container and selecting a case. In either scenario the Un-transfer button i. enabled. Click it to reverse a transfer. If the button is not enabled, check that the container/case has been transferred and the case has not already been un-transferred.
The Choose Location form is displayed. Select the location to move the stock into, using the drop-down, and click OK.
The Processed Totals form displays the total number of lines and value of both the container and purchase order details files. Click the Close button to complete the un-transfer process.
Note: If attempting to un-transfer a whole container, and some cases have not already been transferred, only cases transferred will be processed.
