Container Management Overview

First published on 04/03/2024/3:05 pm

Configuration

Modules > Container Management > Configuration

The 'Configuration' window within Container Management is where you establish the default settings for container entry records.

The 'SETUP' record is automatically populated by the add-on upon installation.

Users can select the default 'FOB Shipping Point':

• Origin: Pertaining to situations where the user owns the container during shipment or departure from the port.
• Destination: Relevant when the user retains ownership of the container upon its arrival at the destination port.

Container Size

Modules > Container Management > Container Size

Users can establish the container size using this interface.

Container Management

Modules > Container Management > Container Management

The Container Management window is for inputting and tracking container information.

Users can incorporate purchase order lines from various suppliers.

The default settings for 'FOB Shipping Point' and 'On the Water Warehouse' are pre-established from the Configuration Setup.

However, users can modify these settings as needed.

Add Lines

The 'Add Lines' button opens a separate window where users can select the supplier number and import the data. The 'Load Data' function automatically populates the window with all open purchase order lines.

Users can adjust the quantity of the purchase order line before adding it to the container window.

Delete Row

Users can select a purchase order line from the container grid and remove it.

Generate Goods Receipt

The 'Generate Goods Receipt' function creates goods receipts for the specified purchase order lines.

The warehouse assignment on the goods receipt is contingent on the 'FOB Shipping Point':

• For shipments from the origin, the 'On the Water Warehouse' will be designated for the goods receipt lines.
• For destinations, the warehouse on the goods receipt lines will be determined by the corresponding purchase order lines.

After a goods receipt is generated, the container number (UDF) will be populated into the goods receipt, while the goods receipt number will be populated into the container window accordingly.
 

There will be one goods receipt per supplier.

Generate Inventory Transfer

The 'Generate Inventory Transfer' button becomes active only when the user selects 'Origin' as the FOB shipping point.

This function creates an inventory transfer, transferring inventory from the 'On the Water Warehouse' to the warehouse specified in the respective purchase order line.

This button remains disabled when 'Destination' is selected as the FOB shipping point.

When an inventory transfer is created, the container number (UDF) will be entered into the inventory transfer, while the inventory transfer number will be populated into the container window accordingly.

Batch/Serial Numbers

Before generating goods receipts or inventory transfers for items managed by serial numbers or batches, users can assign batch and serial numbers to the respective items.

Batches - Setup

Serial Numbers - Setup

The 'Serial Numbers Setup' and 'Batches Setup' windows will automatically open before generating goods receipts or inventory transfers if the item lacks serial numbers or batches.

Users can't generate goods receipts or inventory transfer documents until serial numbers or batches have been populated.

Calculate Totals

This action triggers a recalculation of the 'Total Open Volume', 'Total Open Weight', and 'Total Open Value'.

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