Note: This documentation assumes you are familiar with standard, Point-of-Sale functionality. Before you can use Parts Delivery Control, you must ensure that the Autoline system is set up correctly. This is usually carried out by, or on advice from, an Autoline consultant.
The Parts delivery control option allows you to display, and process, customer orders, from the picking stage through to invoice (prints mass invoices) and the van delivery stage. The Parts Delivery Control Form contains one record for each customer order (WIP) created from Point-of-Sale. Information is created automatically when you print a Picking slip/note in Point-of-Sale.
The system allows multiple picking slips/notes to be printed from a single WIP. It directs each picking note to a specific printer as specified by the zone record. The picking slip printer used for the output is specified against the zone that relates to the bin location for the part. (This is in the Stock Management data file.)
Note: A Delivery note, from Point-of-Sale, is a document that lists the part numbers and quantities being delivered.
A Deliver note, printed from Parts Delivery Control, is a document specifically designed for the van driver. (See description of the Deliver button.) This document contains the departure date and time, customer's name, and WIP details. A Deliver note is the same as a Deliver document.
To process a picking slip document through to printing an invoice and a Deliver document:
From the POINT OF SALE Main Menu, select the Parts delivery control option.
The Parts Delivery Control Form is displayed.
Note: This form will usually be the default for the pickers in the warehouse.
Using the picking slips printed on the various zone printers, pick all the parts that relate to a single WIP, from the bins. Record any Exceptions on the picking note/slip.
To list the WIP in the grid on the Parts Delivery Control Form, type the Wip Number in the Filter group-box of the Parts Delivery Control Form. Then do one of the following:
Ensure the Auto refresh check-box is selected and press the TAB key,
or
Click Refresh.
The WIP is listed in the grid.
Double-click the WIP line.
The Edit Order form is displayed.
Note: You must deal with Exceptions, such as overs and unders picked, in Point-of-Sale, within the WIP.
After you have clicked Save on the Edit Order Form, the system returns to the Parts Delivery Control Form. The data on the grid is updated, including the WIP line. If all the zones are picked successfully, the line is displayed in red.
Warning: After you click Save, the Picker field cannot be amended.
The Invoice button enables you to print an invoice for each WIP line in the grid where the overall status is I: Invoiceable. These lines are displayed in red. It prints an invoice for all WIPs that are ready for printing.
Note: The Point-of-Sale delivery note should have been printed.
With the S column at I status, click Invoice on the Parts Delivery Control Form.
The grid displays all the WIPs to be invoiced. A Confirm Input dialog box is displayed, with the number of orders at I status (the number of invoices to be printed), for the current selection:
Invoice [Number] order(s) at (I) status for current selection? Yes/No
Click Yes to accept the message.
The system returns to the Parts Delivery Control grid. The invoices are printed.
The header status S column is set to D on the Parts Delivery Control Form. The Zone status for each group is set to X on the Parts Delivery Control Form. The Parts load status and invoice statuses, on the WIP within Point-of-Sale, are also set to X.
To print the Deliver notes, type in the Route code within the Filter group-box. Type D into the Status field and press the TAB key.
This enables the Deliver button for the printing of a Deliver document, if required. All the WIPs that require a Deliver document are displayed in the grid.
Click Deliver.
This removes the WIP line from normal display in the grid of the Parts Delivery Control Form. The Select Item from Menu form is displayed, with three options. The Select Item from Menu form displays the following information:
[Number of] order(s) on route [route code] selected.
From the Select Item from Menu form, choose one of the following three options:
Select Deliver-&-Print then click OK if Deliver documents are required by the driver.
Prints a delivery list for the selected van route, showing the WIP number; Invoice number; (Departure) Date; (Departure) Time; User ID, and Customer name. The header status (S column) is set to X, and the line is removed from the grid.
Select Deliver then click OK, to run the process without printing.
The Header status is set to X, and the line is removed from the grid. No report is produced, as multi-part invoices may be sent with the goods and updated, to indicate acceptance by the customer.
Select Cancel then click OK, to cancel the process.
You are returned to the Parts Delivery Control Form.
The WIP lines on the Parts Delivery Control Form's grid are changed to green - Completed. The S column status is moved to X.
Note: To view these WIP lines, enter X into the Status field in the Filter group-box and press the TAB key.
