Entering a tracking document

Documents that track individual purchase orders or purchase order lines that are being shipped from an overseas vendor are created in the Overseas Trade module. The purchase order must be in Ordered or Printed stage before it can be added to a tracking document. Purchase order lines can be assigned to one tracking document at a time. Purchase order lines containing tally products cannot be assigned to a tracking document.

Use these instructions to create a new tracking document, and select and add purchase orders and purchase order line items to the document. You must have a security level of 4 or higher in SA Operator Setup to add or maintain a tracking document in OT Transaction Entry.

  1. Select Overseas Trade > Entry > Transaction.
  2. Click New.

    The next available tracking number is automatically assigned.

  3. Click New.
  4. Specify the purchase order .
  5. Click Select Entire PO or Select Lines of PO.
  6. If you selected Select Lines of PO, select the PO lines to include.
  7. Click OK.
  8. Click Header.
  9. Specify the broker/vendor, container, and shipping information.
  10. Click Totals.
  11. Specify the estimated, revised, and actual dates that are known for this shipment.

    If you specify an actual departure date, the stage is updated to Shipped. Do not specify future dates for the actual date. Do not update the At Whse date manually. It is updated when the product is received.

  12. Specify addons for this shipment. Click New to add more than four addons.
  13. Click Save.
  14. Update this tracking document when you obtain additional information about the progress of your shipment from the broker or shipping company.
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