Outbound Activity screen configuration

To configure outbound activities:
  1. Select Facility > Warehouse > WMS > Administration > Outbound Activity. The Outbound Activity screen is displayed.
  2. Click New.
  3. Specify this information:
    Facility
    The facility in which you are working. The facility is a unique code identifying the warehouse location.
    Facility Name
    The facility name associated with the facility.
    Owner
    The owner of the items being shipped.
    Note: The owner must already be configured to use this function.
    Company
    The full name of the company associated with the owner. This field is populated with the selection of the owner.
    Ship To
    The Ship To the items being shipped in the outbound activity.
    Note: Ship To must be already configured to use this function.
    Order Type
    The type of outbound order to be processed for the item to be shipped.
    Note: This field is applicable only if the value in the Type field is set to Allocate Orders When Created or Release Orders When Created.
    Priority
    The priority level assigned to the outbound order of an item.
    Note: This field is applicable only if the value in the Type field is set to Allocate Orders When Created or Release Orders When Created.
    Name
    The full name of the company associated with the ship to. This field is populated with the selection or specifying of the Ship To.
    Note: Name must be configured as the Company on the Ship To screen.
  4. Specify this information in the detail list view portion of the screen:
    Type
    The type of outbound activity. Valid values are:
    • Allocate Orders When Created
    • Release Orders When Created
    • Print Pack List
    • Print Pick List
    • Print Carrier Compliant Labels
    • Print Carton Labels
    • Print Bill of Lading
    • Print Master Bill of Lading
    • Print Custom Order Report
    • Send Email
    • Print Pick List by Zone
    Active

    Determines whether to include the selected outbound activity type to be included as part of the outbound order fulfilment process for the specified facility / owner / ship to. Options are: Yes and No

    Automatic
    Determines whether the system automatically performs selected outbound activity type during the outbound order fulfilment process for the specified facility / owner / ship to. Options are: Yes and No.
    Edit Date:
    The date on which the activity has been last modified.
    Edit By:
    The user ID of the user who last modified the activity.
    Order Status for Activity
    The list of Shipment Order Status Codes that can be used to trigger the automatic print and/or email notification. Values are:
    • Order Packed
    • Order Staged
    • Order Loaded
    • Order Shipped

    The field can only be used for selected activity types. See, Outbound activities linked to status updates.

    Load Status for Activity
    The list of Load Status Codes that can be used to trigger the automatic print and/or email notification. Values are:
    • Load Loaded
    • Load Closed
    • Load Shipped

    The field can only be used for selected activity Types. See, Outbound activities linked to status updates.

    Number of Copies to Print
    The number of copies to print.
    Email Recipient
    The value for the recipient of the email when the order or load reaches the specified status. The available choices are:
    • None unless specified on owner reports. An email will not be sent unless a specific version of the report has been configured and an email is specified in that screen.
    • Only email addresses listed. Specify the email addresses on the Email Address field.
    • Ship To email on shipment order. An email will be sent to the email address listed on the shipment order for the ship to customer
    • Contact 1 Email on Ship To Master. Use the email defined for the contact 1 on the trading partner master for the ship to.
    • Contact 2 Email on Ship To Master. Use the email defined for the contact 2 on the trading partner master for the ship to.
    • Contact 1 Email on Carrier Master. This is only valid for Master Bill of Lading Report. Use the email defined for the contact 1 on the trading partner master for the carrier.
    • Contact 2 Email on Carrier Master. This is only valid for Master Bill of Lading Report. Use the email defined for the contact 2 on the trading partner master for the carrier.
    Email Addresses
    The specific email address to receive the notification if needed. Use a comma between addresses when sending to multiple people.
    Email Subject Line
    The text to display on the subject line of the email message. You can include any field(s) from the shipment order header in the subject line using a % sign around the column name. For example, Your Order %externorderkey% has shipped via %carriercode%. For a list of the database columns refer to the Data Dictionary document or use the shipment order Excel import/export template.
    Email Message Body
    The email message. The message body does not include specific information from the shipment order as noted above for the subject line.
  5. Click Save.