Sales Shipping Feedback Entry overview
Function acronym: OEES
Use this function to ship orders and vendor returns, and modify orders that have been picked from the warehouse and require changes. If you know the order number to ship, you can use the Quick Ship feature.
You can perform these tasks in Sales Shipping Feedback Entry:
- Change order addons, quantity shipped, serial numbers, and lot numbers
- Automatically fill outstanding backorders
- Ship all line items on the order
- Print pick tickets and invoices on demand
- Change regular orders
You cannot cancel or delete an order in Sales Shipping Feedback Entry.
These options are available on the main page or the Quick Ship page:
To view header and line item detail, click the right arrow to open the order record.
Cartonization
If you use cartonization, you must add the total freight amount for the order from the Cartonization Center before you can ship the order. If products from multiple orders are combined in cartons, you must ship each order separately. You can add the freight charges to one order, or split the charges between the combined orders.
If you know the number of the order to ship, you can use the Quick Ship feature. Click the Detail button to access the Addon section on the Header tab.
If the Shipping Confirmation option is selected on a warehouse record, you are required to ship the cartons before you can ship the sales order. If another user has grant authority status for the authorization point, Not All Cartons Confirmed For Shipment, they can permit you to override this requirement. Otherwise, the cartons must be shipped from the Cartonization Center. You can select in the grid toolbar after you select an order to access the Cartonization Center.
The shipping labels that you can print when you ship an order are Integrated Barcode shipping labels. To print cartonization shipping labels for an order, you must access the Cartonization Center.
Central distribution center orders
If you have implemented central distribution center (CDC) order processing, the CDC Status is updated to Transfer Route for any CDC orders. Any CDC orders should be staged for shipping to the appropriate branch warehouse based on the Sales Warehouse noted on the pick ticket or shipping label. View CDC orders in Sales Shipping Feedback Entry by specifying values the Central Distribution Center Status or Sales Warehouse fields in the Additional Criteria section of the Search panel.
The Central Distribution Center Status is displayed on the Shipping Details window. It can also be added to the main Sales Shipping Feedback Entry grid using Personalization.
If you print shipping or carton labels using Enterprise Printing Platform or Infor Document Management (IDM), you can customize your labels by adding these fields. This provides additional CDC info to your labels that your warehouse personnel may find useful when staging and shipping orders.
- CDC order: add the
xxoeeh.cdcfield to display “CDC” - CDC warehouse: add the
oeeh.whsefield - Sales warehouse: add the
oeeh.saleswhsefield
Tax calculations
Sales and use taxes on sales orders are recalculated during Sales Shipping Feedback Entry. This is to ensure the proper tax rates are applied at the time of shipping. In cases where the taxing status of a customer has changed, the sales order is updated accordingly. If the order was tendered with taxes and the order is now nontaxable, an error message may be displayed indicating that the order cannot be processed because the down payment is greater than the invoice amount. In this case, you cannot ship the order and must adjust the tendering in Sales Order Entry.
If you use the Sovos GTD Interface and there is a change in the tax rate between the time the order is shipped and when it is invoiced, Sales Entry Invoice Processing Report stops processing the order and creates an exception message, so you can reconcile the difference. You can do this by unshipping the order, then reshipping it to recalculate the tax amount.
Manufacturer Rep order processing
If you have implemented Manufacturer Rep order processing, you can use Sales Shipping Feedback Entry to make changes to Manufacturer Rep orders created in Sales Order Entry or to release Manufacturer Rep orders on hold.
Order changes may be necessary if you created the Manufacturer Rep order before you received the commission payment from the manufacturer vendor and you must make changes to line quantities or the commission amount after the payment is received. Changes to lines or quantities may result in a backorder being created or you may be required to unship the order and maintain it in Sales Order Entry.
When you create a Manufacturer Rep order in Sales Order Entry and assign a date in the Actual Manufacture Shipment field, the order status is changed to Manufacturer Shipped. Any changes to the order must be made in Sales Shipping Feedback Entry. If you are removing a line item or changing the commission amount, the order must be unshipped in Sales Shipping Feedback Entry. Unshipping a Manufacturer Rep order changes the order status to Ordered and it can be maintained in Sales Order Entry.
These values can be modified in Sales Shipping Feedback Entry for Manufacturer Rep orders:
- Expected Commission Date
- Actual Manufacturer Shipment
You can also release a Manufacturer Rep order that was automatically placed on hold after it was entered in Sales Order Entry. Use the Type field in the Search panel to display Manufacturer Rep Orders in the grid. Drill down on the order to view the Shipping Details where you can update the Approve and Actual Manufacturer Shipment fields.