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Shipping Views
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Last modified on 5/16/2016 6:39 PM by User.

Shipping Views


Overview

OASIS defines three terms associated with shipping: unacknowledged, unscheduled, and unshipped. These terms are used in a number of reports and views and are very helpful when managing shipping information.

Configuration Global Settings

Each of these terms are defined as a number of days prior to “today”. The setting for unacknowledged and unscheduled are under the global settings in OASIS:

 

(Unshipped is always 1 day prior to today – or yesterday.)

Order Section Listings Views

Unacknowledged

The goal of the unacknowledged views and report in OASIS is to identify orders that have not been confirmed by the factory. It is common for OASIS to be configured to show an order as “unacknowledged” two days after it is transmitted to the factory. The order will remain unacknowledged for 45 days after being identified as unacknowledged.

For an order to be removed from the unacknowledged list, any of the following must be true:

  • The order was transmitted recently (and is not yet unacknowledged).
  • The order was transmitted more than 45 plus the configured number of days ago.
  • The order was cancelled.
  • The order has not been released.
  • The order status is set to a closed status
  • This is an EDI order
  • The customer has been identified as “out of territory” in the customer editor.
  • The manufacturer has been identified as non-shipping
  • The order is the sell side of a resell transaction
  • No material (only lot lines) are on the order
  • Not all lines on the order have been acknowledged, scheduled or shipped (e.g. one line is triggering the order to be unacknowledged.)

Unscheduled

The goal of unscheduled views and reports in OASIS is similar to unacknowledged orders, but the urgency to obtain shipping information from the manufacturer is more pressing. Additionally, lines on the order must now have a scheduled date and not just an acknowledgement.

It is common for OASIS to be configured to show an order as “unscheduled” five days after it is transmitted to the factory. The order will remain unscheduled for 45 days after being identified as unscheduled.

For an order to be removed from the unscheduled list, any of the following must be true:

  • The order was transmitted recently (and is not yet unscheduled).
  • The order was transmitted more than 45 plus the configured number of days ago.
  • The order was cancelled.
  • The order has not been released.
  • The order is closed
  • This is an EDI order
  • The customer has been identified as “out of territory” in the customer editor.
  • The manufacturer has been identified as non-shipping
  • The order is the sell side of a resell transaction
  • No material (only lot lines) are on the order
  • Not all lines on the order have been scheduled or shipped (e.g. one line is triggering the order to be unscheduled.)

Unshipped

Unshipped orders in OASIS are quite simply orders that should have shipped prior to “today”. The expected ship date is identified line by line on the order as either an estimated date in the shipment editor (same as the required date in the order) or as a scheduled line. If a shipment line is not added in place of a schedule line in the shipment editor, then the order is considered unshipped any day after the estimated or schedule date.

For an order to be removed from the unscheduled list, any of the following must be true:

  • No schedule line exists and “Today” is not after the estimated date.
  • “Today” is not after the schedule date for the line.
  • The order was cancelled.
  • The order has not been released.
  • The order is closed
  • This is an EDI order
  • The customer has been identified as “out of territory” in the customer editor.
  • The manufacturer has been identified as non-shipping
  • The order is the sell side of a resell transaction
  • No material (only lot lines) are on the order
  • Not all lines on the order have been shipped (e.g. one line is triggering the order to be shipped.)

Note on Split Lines

Some, manufacturers utilize a catalog number to identify a fixture that normally ships in two or more shipments. When a line is split in the shipment editor, the original line is no longer considered a shipping line. The “child lines” are tracked per the terms defined in this document. The parent (original) line is ignored.

Missed Ship Dates

For the most part, the unshipped and unscheduled order views and reports work for most users. However, it is possible for a factory to periodically reschedule one or more items on an order resulting in the order never being identified unscheduled or unshipped – even thought the first schedule date was some time ago. (Customers do notice.)

To help identify these orders, OASIS defines a “target date” for each line in the shipment editor. The original target date is defined as the first schedule date for the line. To change the target date, first create a schedule in the shipment editor then “accept” the new schedule date (the “accept shipping dates” menu item in the shipment editor “tools” menu).

In the OASIS global settings, one entry exists to adjust when a line on an order has missed the schedule ship date (the “Schedule is late if ___” entry):

For an item to miss the target ship date, “today” must be N days (per the global setting) after the target date:

Additionally, in the shipment editor, if a new schedule date is N days after the target date, then the line will appear in bright yellow, indicating the manufacturer is re-dating the item and may cause a shipping problem. (Lines with schedule dates that will miss the initial target date will cause the order to report as missing the ship date.)

For an order to be removed from the missed ship date list, any of the following must be true:

  • No schedule line exists.
  • “Today” is not after the target date, plus the number of days configured in the global settings.
  • The order was cancelled.
  • The order has not been released.
  • The order is closed
  • This is an EDI order
  • The customer has been identified as “out of territory” in the customer editor.
  • The manufacturer has been identified as non-shipping
  • The order is the sell side of a resell transaction
  • No material (only lot lines) are on the order