VISTEON DESADV WITH BARCODE USER GUIDE

Transcription

1 VISTEON DESADV WITH BARCODE USER GUIDE 1

2 I. Turnaround DELJIT/DELFOR to DESADV with Barcode 3 5 II. Save 6 7 III. View/Modify 8 9 IV. Cancel 10 V. Print Page 11 VI. Pack 12 VII. Packing Inner Pack VIII. Associate Inner Pack to Outer Pack (Optional) IX. PRINTING LABELS X. PRINTING PDF 28 XI. GENERATING CSV 29 XII. SPECIAL RULES AND FUNCTIONS XIII. CREATING ASN WITH BARCODE 39 XIV. POP UP SCRIPT 40 Index

3 I. Turnaround DELJIT/DELFOR to DESADV with Barcode 1. Login to GXS Trading Grid Online ( 2. Click Document Manager Tab (Fig2). Fig1. Login Page Fig2. Document Manager 3. In the document list, select a DELJIT/DELFOR document you want to turn around. Then, at the top of the list, click Actions and click Turn Around. (Fig3a) Fig3. A checked inbound document for turnaround. 3

4 4. Multiple turnaround is allowed as long as documents have the same transaction type, same Ship to code without storage location and same Ship to code with same storage location. Maximum of 5 documents for multiple turnaround. (Fig3b) Fig4. Checked inbound documents for multiple turnaround. 5. On the Turn Around Document page that appears, from the document type list, select the type of document that you want to create. For this instance, ASN WITH LABELS. (Fig4) Fig5.Turnaround document drop down list. 4

5 6. Your DESADV with Barcode document form displays (Fig 6). Enter all pertinent information into the form. Make sure to input data on the mandatory fields (Fields highlighted in yellow). Note : Some functions in this form are not present in DESADV form. The webform is best viewed with a 1366 X 768 resolution or higher. User may zoom in the browser from the menu view -> zoom or ctrl+mousewheel. See page for fields descriptions. Fig6.Form Display upon turnaround. 5

6 II. Save 1. Click the Save button to save the form. (Fig1) Fig1. Save button at upper right corner of form. 2. If the form has mandatory fields left blank, clicking the Save button will show a warning message asking if you want to proceed with saving the form. (Fig6b) Click Yes if you still want to save the form, otherwise, click No. Fig2. Message box prompting for saving with mandatory fields left blank. 6

7 3. This will add the document to your Sendbox, where you can later send it; the document will have a status of Saved. (Fig3) Fig3. Status of saved form in sendbox. 7

8 III. View/Modify 1. To view/modify the Saved Form: In the document list, select the document(fig1a) you want to modify. Then, at the top of the list, click Actions and click View/Modify. (Fig1b) Fig1a. ASN WITH LABELS Fig1a. View/Modify action for chosen form in Sendbox. 8

9 2. Enter all pertinent information into the form (Fig2). Make sure to input data on the mandatory fields (Fields highlighted in yellow) then click Pack button to proceed to the Packing Screen. Fig2. View/Modify Form 9

10 IV. Cancel 1. Clicking the Cancel button will exit the form. (Fig1) Fig1. Cancel button at the upper right corner of form. 2. A warning message will pop-up that tells the user to scroll down the form to view the additional options. (Fig2) Fig2.Additional Options. 3. Clicking the OK button will show a warning message asking if you want to proceed with cancelling the form. (Fig3) Click Yes if you still want to cancel the form, otherwise, click No. Fig3. Cancel Document 10

11 V. Print Page 1. Clicking the Print Page button (Fig1a) will show a print window then click Print (Fig1b)to print the current page of the form. Fig1a. Print Page Button Fig2a. Print Window 11

12 VI. Pack 1. To proceed to the Packing Screen, click Pack button. (Fig1) Fig1a. Send button at upper right corner. 1.1 If the form has mandatory fields left blank, clicking the Pack button will show an error message showing the fields that still need to be filled out. (Fig8b). The form will not proceed to packing screen. Fig1b. Error Message 1.2 if some of the Total Qty Shipped field has a zero 0 values, message will pop-up asking the user to fill all the required Total Qty Shipped Fig1c. Fig1c. Warning Message 12

13 VII. PACKING INNER PACK 1. After clicking Pack button, the Packing page appears, where The Order section on the left displays the orders and items you included. For each line item, the first number is the total number of units in the line item and the second number is the number units yet to be packed. The Packing section on the right is where you ll define packing units to include in the shipment, and their contents. You can click the Details link to see information for that specific Line Item. 2. For this example we will pack the 4 item units from this document. Start by selecting a type of packaging from the Add selection list, e.g., InnerPack. 13

14 3. In the Qty field, specify the number of the selected InnerPack you want to create. Important If you plan to use the Replicate tool, which we will do here, enter 1 as the quantity. Then, click the (Add) icon. The newly created InnerPack appears in the Package(s) selection list on the right. 4. From the Package(s) selection list, select the packing unit that you just created, or in this case, InnerPack The selected InnerPack displays in the content section of the packing area. 14

15 5. On the left side of the page in the Order section, select the Line Item to add to the InnerPack that is currently displayed on the right. Next, click the (Move Right) icon to add the item (or items) to the Packing area on the right. The item (or items) display in the packaging area on the right. 15

16 6. In the Packed field, enter the quantity (SPQ-Standard Packing Quantity) to pack in that InnerPack, in this example we ll pack 1 unit in a carton. Then, click anywhere on the page. The page redisplays showing the updated packing numbers in both the Order and Packing sections. 7. Fill up all the mandatory User Defined Attribute field by clicking (User Defined Attributes for Package) button. 16

17 This is the Attribute Information window where the user should fill up all the mandatory fields. Click save to finish. Each field has its own tool tip that helps the user to input all the valid data/format. Container Type (Mandatory) This field only accepts the following : CTN90, BOX, BOX90, CTN25, CTN71, GM CTN, LSE90 Lot Serial Number(optional) This field can accept Alphanumeric value. Shift(optional) This field only accepts the following : 1, 2, 3, D, N Gross weight of Package(optional) This field only accepts numeric value. The UOM of this field will be fetched from the Gross / Net Weight in the form. Manufacturing Date (Mandatory) This field only accepts date and it should be in CCYYMMDD format. 17

18 8. If units still remain in the line item and you want the system to create and automatically pack an additional packing unit(s) with the same number of item units, you can use the Replicate function. To replicate the packing unit currently displayed, click the (Replicate) icon. The system creates enough packing units to pack the remainder of the line item units. In this example, the line item has 4 units, and the first carton was packed with 1 units. The Replicate function created 3 more cartons, packed with 1 line item units in each. You can click the Preview Packing function. button to see the units packed via the Replicate 18

19 9. Repeat these steps until all items for the shipment are packed. Note that, in the Packing section you can Unpack the contents of a packing unit from the Package(s) drop down list, select the packing unit and then click the (Unpack) icon. Delete a packing unit select the packing unit and click the (Delete Container) icon. See the packing hierarchy click the Preview Packing button. See what is packed inside a packing unit click the Details link for the packing unit (details shown below). Your Buyer may request that you provide information on the fields in this window. 19

20 VIII. Associate Inner Pack to Outer Pack (Optional) 1. To associate inner pack to outer pack : a Select OuterPack from the Add selection list. b In the Qty field, specify the number of the selected OuterPack you want to create, and then click the (Add) icon. c From the Package(s) selection list, select the new package that you just created. For example, 2. Fill up all the mandatory User Defined Attribute field by clicking (User Defined Attributes for Package) button. 20

21 This is the Attribute Information window where the user should fill up all the mandatory fields. Click save to finish. Container Type (Mandatory) This field only accepts the following : CRT94, PLT90, PLT71, PALLET, RCK90, SKD90, CRT90, BIN90 Lot Serial Number(not needed) This field can accept Alphanumeric value. Shift(not needed) This field only accepts the following : 1, 2, 3, D, N Gross weight of Package(not needed) This field only accepts numeric value. Manufacturing Date (optional) This field only accepts date and it should be in CCYYMMDD format. 21

22 3. Click the Associate Package button. The Associate Package windowlet appears. 4. Select the packing units to be packed into this unit. At the bottom of this windowlet, click the Associate button and then click the Close button. The packed units is displayed in packing area. For this example, we selected all 4 Inner Packs and associated them in OuterPack See figure below. 22

23 5. Repeat these steps, as necessary. 6. You can choose to save the packing information and return to the DESADV Form by clicking the Save button, or Send the transaction by clicking the Send Button. 7. Click the Send button. The system confirms that the ship notice was successfully submitted to your trading partner. 23

24 IX. PRINTING LABELS 1. Note : make sure that the status is Sent before printing labels. If the status is Translation Failed, the user should report the issue to GXS. A Ticket would be opened and GXS will investigate and provide feedback/resolution to the issue. To print labels, select an ASN Document that is already Sent. Then click Pack Button to proceed in the Packing Screen then click the Print Labels/Reports button. The Label Reports windowlet opens, displaying the programs to print shipping labels for your community. 24

25 Visteon Desadv with Barcode Master Mixed Load Container Label(A4 TWO 4x6) Size:4x6 Labels Per Page : 2 25

26 Visteon Desadv with Barcode Carton Label(A4 Ten 2x4) Size:2x4 Labels Per Page : 10 26

27 Visteon Desadv with Barcode Master Mix Load Container(AIAG Std 4x6) Size:4x6 Labels Per Page : 1 27

28 X. PRINTING PDF To generate a PDF printout of the sent form, click on the PDF button at the top of the form. A File Download message box will appear that ask to Open or Save the PDF file. (Fig14b) 28

29 XI. GENERATING CSV To generate a CSV output of the sent form, click on the CSV button at the top of the form. 29

30 XII. SPECIAL RULES AND FUNCTIONS 1. Gross weight should be more than Net weight. 2. At least one line item with a Total Qty Shipped not equal to 0 is needed in order to send the form. Other Line Items with 0 Total Qty Shipped will be automatically deleted after clicking the Send button. 3. Selecting the mode of transport will enable few fields to be mandatory. Example: If A Air is selected in the Mode of Transport, Location ID and Air Waybill Number fields will be mandatory. 30

31 4. Enter data in the corrected CUM QTY field if the value in Cumulative Qty Shipped field is wrong. 5. Help is being displayed in the top for each field. 6. Made In field will only be required if the Total qty shipped is greater than 0. 31

32 7. The user cannot decrease the value of Total Qty Shipped field in all saved and packed ASN. It should be greater than or equal to the previous value of the field. 8. Documents in the Sendbox retained online till 45 days. 32

33 9. Document Date/Time displays the current date/time the form is viewed. 10. Kindly ignore the Creating Documents and Upload Offline Form tabs. 33

34 11. Packing Screen Interface Packing Screen InnerPack Window OuterPack Window 34

35 Add Button This will add an InnerPack/OuterPack Depending on the number you entered in the Qty field. See Page 13 / Page 20. Move Right Button - This will pack all the selected Order Items into the InnerPack. See Page 15. Move Left Button This will unpack an item selected in the InnerPack Window. Delete Button This will delete a selected InnerPack/OuterPack. Unpack This will unpack an item selected in the InnerPack Window. - All the remaining Unpack items will automatically packed. - a windowlet will popup where you can associate all the available InnerPack. See Page This will show the structure of units packed. - This will update the packaging info. - This will print a Labels/Reports. - This will send your Items Packed. - This will save all of the Items Packed/Unpack. - This will cancel all the activities done on the Packing Screen and it will be directed to the ASN Form. 35

36 12. ASN w/ Barcode Fields Packing Slip/Shipment ID Number (Mandatory) This field is mandatory and accepts up to 35 characters. Message Function (Mandatory) This dropdown field is mandatory Shipment Despatch Date/Time (Mandatory) This fields are mandatory. Date format is CCYYMMDD and Time format is HHMM. Document/Message Date/Time (Optional) This fields are auto populated. Estimated Delivery Date/Time (Optional) The Date format is CCYYMMDD and it will be required if the Time field has a value. The Time format is HHMM. Consolidation Point Arrival Date/Time (Optional) The Date format is CCYYMMDD and it will be required if the Time field has a value. The Time format is HHMM. Ship From (Turnaround) This is a Turnaround field form Delfor/Deljit. Buyer (Turnaround) This is a Turnaround field form Delfor/Deljit. Ship To (Turnaround) This is a Turnaround field form Delfor/Deljit. Intermediate Consignee (Turnaround) This is a Turnaround field form Delfor/Deljit. Method of Transport Payment (Mandatory) This dropdown field is mandatory. 36

37 Terms of Delivery Code (Optional) This dropdown field is optional. Mode of Transport (Mandatory) This dropdown field is mandatory. Freight Bill Number (Optional) This field is optional and accepts up to 35 characters. Carrier Code/SCAC (Optional/Mandatory) This field is optional and accepts up to 4 characters and it will be required depending on the value of Ship To. Location ID (Optional/Mandatory) This fields accepts up to 25 characters and it will be required depending on the Mode of Transport value. Conveyance NO (Optional/Mandatory) This field accepts up to 17 characters and it will be required depending on the value of Ship To. Air Waybill Number (Optional/Mandatory) This field accepts up to 35 characters and it will be required depending on the Mode of Transport value. Bill of Lading Number (Optional/Mandatory) This field accepts up to 35 characters and it will be required depending on the Mode of Transport value. Manufacturer s Lot Number (Optional) This field is optional and accepts up to 35 characters. Vessel Identification (Optional/Mandatory) This field accepts up to 35 characters and it will be required depending on the Mode of Transport value. Type of Equipment (Optional/Mandatory) This dropdown field is optional/mandatory depending on the Mode of Transport value. 37

38 Equipment Number (Optional) This field is optional and accepts up to 17 characters. Total piece count/shipment (Optional) This field is optional and accepts up to 18 characters. Gross Weight (Optional/Mandatory) This field accepts up to 18 characters. This field will be required if Actual Net Weight has no value. The UOM dropdown is required if the Gross weight field has a value. Actual Net Weight (Optional/ Mandatory) This field accepts up to 18 characters. This field will be required if Gross Weight has no value. The UOM dropdown is required if the Actual Net weight field has a value. 38

39 XIII. CREATING ASN WITH BARCODE 1. 1Log in 2. In the Document manager, select single or multiple Delivery Forecast / Deljit document. (See Section I. steps 2-5) 3. Click Action button and select Turnaround option. 4. Choose ASN with Labels in the page that appears and wait for the ASN form to load. 5. Enter all pertinent information into the form. (See Section I. step 6) 6. Make sure to enter quantities for all the required part numbers before packing. 7. Click Pack button. (See Section VI.) 8. Pack all the items into the inner pack. (See Section VII. steps 1-9) a. In the Packing Screen, Create a single inner pack by entering 1 in the text box near the + symbol and click + symbol to create it. b. Choose the part number using the check box in the left hand side window and choose the Inner pack from the drop down in the right hand side window. c. Move part number from left hand window into Inner pack by clicking > button in the middle of the page. d. Enter the Standard packing quantity once item is moved. e. Click the UDF window. Enter the mandatory fields as per the help. Save the UDF window and close it. f. Click replicate button This will pack the remaining quantities of the same part number in the similar way. 9. Repeat the point 8 for other part numbers also. 10. Associate Inner pack to outer pack (optional).(see section VIII. steps 1-7) 11. Send ASN by clicking Send button. 12. Once the ASN status is sent, click the link for that ASN. Once the DESADV form loads, Click Pack button. 13. Download the labels using Print Label button. (See section IX. step 1) 39

40 XIV. POP UP SCRIPT Options to get rid of the pop-up script: 1. Click No button. 2. Microsoft Fix - Execute the Fix it with good results. 3. By using Mozilla Firefox 4. By upgrading to Internet Explorer 9 40

41 Index A Actual Net Weight (Optional/ Mandatory) Add Button Air Waybill Number (Optional/Mandatory) ASN w/ Barcode Fields Associate Inner Pack to Outer Pack (Optional) Associate Package Attribute Information window B Bill of Lading Number (Optional/Mandatory) Buyer (Turnaround) C Cancel Carrier Code/SCAC (Optional/Mandatory) Consolidation Point Arrival Date/Time (Optional) Container Type (Mandatory)... 17, 21 Conveyance NO (Optional/Mandatory) CREATING ASN WITH BARCODE D Delete Button Document Date/Time Document Manager Tab... 3 Document/Message Date/Time (Optional) E Equipment Number (Optional) Estimated Delivery Date/Time (Optional) F Freight Bill Number (Optional) G GENERATING CSV Gross weight...17, 21, 30, 38 Gross Weight (Optional/Mandatory) Gross weight of Package(not needed) Gross weight of Package(optional) I InnerPack Window Intermediate Consignee (Turnaround) L Location ID (Optional/Mandatory) Lot Serial Number(not needed) Lot Serial Number(optional) M Manufacturer s Lot Number (Optional) Manufacturing Date (Mandatory) Manufacturing Date (optional) Message Function (Mandatory) Method of Transport Payment (Mandatory) Mode of Transport (Mandatory) Move Left Button Move Right Button Multiple turnaround... 4 N Net weight... 30, 38 O OuterPack Window P Pack

42 PACKING INNER PACK Packing Screen Packing Screen Interface Packing Slip/Shipment ID Number (Mandatory) POP UP SCRIPT Print Page PRINTING LABELS PRINTING PDF R Replicate S Save... 6 Shift(not needed) Shift(optional) Ship From (Turnaround) Ship To (Turnaround) Shipment Despatch Date/Time (Mandatory) SPECIAL RULES AND FUNCTIONS T Terms of Delivery Code (Optional) Total piece count/shipment (Optional) Total Qty Shipped Turnaround... 3 Type of Equipment (Optional/Mandatory) U Unpack V Vessel Identification (Optional/Mandatory) View/Modify