Shipment Execution Workbench

You can use the Shipment Execution Workbench (whinh8361m000) to view and process the shipments. This workbench also provides a graphical view of the shipment status based on the time period.

Workbench Layout

The workbench consists of these sections:

  • Workload
  • Today in Detail
  • Shipments (Gantt chart)
  • Day View
  • Week View
  • Messages
Workload section

The count of the shipments to be processed is displayed in a bar chart, based on the specified time period and the shipment status. You can place the pointer on the bar chart to view the count of the shipments with the specific status. Based on the option you select, the information is displayed for the span of either 10 days or five days.

Today in Detail section

The count of the shipments for which the planned delivery date is scheduled for the current date, is displayed in a pie chart. You can place the pointer on the pie chart to view the count of the shipments with the specific status.

Specific colors are used to represent each shipment status in the Workload section and in the Today in Detail section:

  • Projected: Grey
  • In Progress: Turquoise
  • Confirmed: Green
  • Issue: Red
Shipments (Gantt chart) section

The shipments for which the planned delivery date is scheduled for the current date, are displayed in the Gantt chart.

For a shipment, you can view the Shipment code, the Ship-to code and the Current Status.

Note

Only the shipments that are created from the cost lines and which have the Order Origin set to Sales Schedule or Not applicable, are displayed in this chart.

You can view the shipments either for a day or for a week. By default, the Day View is used.

Day View

In this view, the shipments for which the current date is the planned delivery date, are displayed. You can select a date from the Date filter to view the shipments scheduled to be processed on the selected date.

In the week view, you can use the Weeks View option to switch to the day view.

Week View

In this view, the shipments for which the planned delivery date is in the current week, are displayed. You can select a date from the Date filter to view the shipments to be processed in the week starting from the selected date.

In the day view, you can use the Day View option to switch to the week view.

Note

When you switch from the Day View to the Week View, Infor LN displays the week of the selected day. Similarly, when you switch from the Week View to the Day View, the first day of the selected week is displayed.

Due Day/Due Time calculation

The Due Day/Due Time is calculated based on the current date/time and the planned delivery date/time of the shipment. The background color of the Due Date/Due Time is displayed based on the shipment status.

For example, if the planned delivery date for a shipment is the current date, the Due Day is Today. The Due Time is the difference between the current time and the planned delivery time, represented in days, hours or minutes.

You can use these options to view the shipments:

  • Search: Use this option to search the shipments based on the data you specify.
  • Date: Use this option to view the shipments for which the selected date is the planned delivery date.
  • Filter by: You can use this option to filter the shipments based on the Ship-from (warehouse), Sold-to BP, Ship-to BP and Current Status of the shipments.
  • Sort: You can use this option to sort the shipments based on the Due Date or the Shipment number.
Messages section

This is an expandable pane which displays the error messages. When an error is reported in the workbench, the pane expands to display the error messages. Click [...] to delete the messages. To minimize the pane, click the header.

The general options available in the workbench are:

  • Refresh: Reloads the shipment related data from LN.
  • User Settings: Sets the default values based on which the shipments are displayed when you access the workbench, the next time.
  • Save Defaults: Saves the values you set in the User Settings page and the settings are defaulted when you access the workbench, the next time.
  • Clear Defaults: Clears the default values that you set in the User Settings page.
  • Get Defaults: Discards the unsaved changes made to the user settings and applies the last saved settings when you access the workbench, the next time.
  • About: Displays the version of the workbench.
The Process

Click the [...] icon to view the details of the shipment in the details pane.

The pane displays:

  • The shipment details
  • The shipment lines linked to the shipment
  • The current stage of the shipment

You can click the Shipment# number of the shipment to view the shipment details in the Shipment (whinh4630m000) session. Click [...] and select Find Shipment. The Find Shipment window is displayed wherein you can specify the text to search the shipments based on the shipment ID.

You can click the Load# number of the shipment to view the load details of the load in the Load (whinh4640m000) session.

You can click the Item linked to a shipment line to view the item inventory details. The inventory data is displayed in the bar chart and the warehouse details are displayed in a list view on the item details page.

Select a bar on the chart to view available inventory:

  • On Hand
  • Blocked
  • On Order
  • Allocated
  • In Transit
  • Committed
  • Economic

Use these options to change the view of the data that is displayed:

  • Chart
    Displays only the bar chart of the inventory levels.
  • List
    Displays a list view of the warehouse, location, and the inventory levels of the item.
  • Dual View
    Displays both the bar chart and the list view. The data of the inventory levels in the list view changes based on the inventory level you select on the bar chart. For example, if you select Allocated the bar chart, the Allocated quantity is displayed in the grid. By default, the On Hand quantity is displayed in the grid.
  • Warehouses
    Allows you to select the warehouse for which the data is displayed.
Step 1. 

Click Generate Advice. LN generates the outbound order and the View Outbound Advice option is displayed. You can use this option to view the details of the outbound advice in the Outbound Advice (whinh4525m000) session.

Step 2. 

Click Release Advice. The outbound order is released and the View Outbound Advice option is displayed. You can use this option to view the details of the outbound advice in the Outbound Advice (whinh4525m000) session. Infor LN selects the Released check box in this session.

Step 3. 

Click Send for Picking. The picking list is generated and the View Picking Details option is displayed. You can use this option to view the picking details in the Picking List (whinh4525m100) session.

Step 4. 

Click Confirm Picking. The picking list is confirmed and the View Picking Details option is displayed. You can use this option to view the picking details in the Picking List (whinh4525m100) session. Infor LN selects the Picked check box in this session. The shipment status is set to Open.

Step 5. 

Click Generate Handling Unit. The handling unit is generated and the View HU Tree option is displayed. You can use this option to view the handling unit tree.

Step 6. 

Click Calculate Additional Costs. This option is displayed only if the additional costs are applicable for the shipment.

Step 7. 

Select the Freeze option to set the shipment status to Frozen. The icon is displayed to indicate the shipment status. The status is updated in the bar chart, the pie chart and the Gantt chart. Click Unfreeze to modify the shipment details.

Step 8. 

Click Confirm. The shipment is status is set to Confirmed.

Step 9. 

Click Delete to delete the shipment. The information is updated in the bar chart, pie chart and the Gantt chart. Note: You can delete a shipment only when the shipment status is set to Projected.

Note

The current stages for a shipment are displayed based on the outbound advice activities defined for the Order Type linked to the order, for which the shipment is created.

User Settings

On the User Setting page, you can specify these default values:

  • Filter by
    Specify the information based on which the shipments are filtered:
    • Ship from
      The ship from warehouse specified for the shipment.
    • Sold-to BP
      The sold-to BP specified for the shipment.
    • Ship-to
      The ship-to BP or the warehouse specified for the shipment.
    • Current Status
      The shipments with the selected status are displayed. This setting is defaulted in the Filter by window when you select the Filter by option in the Gantt chart.
  • General
    • Show Ship-To Description in Gantt
      If this check box is selected, the name of the customer along with the customer code is displayed in the Ship-To column, in the Gantt chart.
    • Show warning message before confirming or deleting a shipment
      If this check box is selected, LN displays a warning message when you confirm or delete a shipment.
  • Current Stage
    If the Show picking list check box is selected, the Picking List (whinh4525m100) session is displayed when you click the Confirm Picking option in the current stage. The picking process must be executed manually.