Epicor ERP

Shipping and Receiving Course

10.0.700.2
Disclaimer
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Shipping and Receiving Course Contents

Contents
Shipping and Receiving Course.............................................................................................5
Before You Begin....................................................................................................................6
Audience.........................................................................................................................................................6
Prerequisites....................................................................................................................................................6
Environment Setup..........................................................................................................................................7
Workshop Constraints..............................................................................................................................7
Overview.................................................................................................................................8
Application Setup...................................................................................................................9
Company Configuration..................................................................................................................................9
Maintenance Programs..................................................................................................................................10
Buyer Maintenance.................................................................................................................................10
FOB Maintenance...................................................................................................................................10
Part Maintenance...................................................................................................................................11
Carrier Maintenance...............................................................................................................................12
Ship Via Maintenance.............................................................................................................................12
Daily Shipping Processing....................................................................................................14
Sales Order Entry...........................................................................................................................................16
Workshop - Enter a Sales Order..............................................................................................................17
Create a Sales Order........................................................................................................................17
Create the First Sales Order Line......................................................................................................17
Create the Second Sales Order Line.................................................................................................18
Create the Third Sales Order Line.....................................................................................................18
Scheduled Shipments Report..................................................................................................................18
Sales Order Pick List................................................................................................................................19
Customer Shipment Entry..............................................................................................................................19
Workshop - Ship a Sales Order................................................................................................................20
Create a Pack ID..............................................................................................................................20
Create a Pack Line...........................................................................................................................20
Print a Packing Slip..........................................................................................................................21
Workshop - Create a Mass Shipment......................................................................................................21
Create a Pack ID..............................................................................................................................21
Create a Mass Shipment..................................................................................................................22
Print a Packing Slip..........................................................................................................................22
Customer Shipment Tracker....................................................................................................................22
Daily Receiving Processing...................................................................................................24
Time Phased Material Requirements Report....................................................................................................24
Time Phased Inquiry Tracker....................................................................................................................25
Purchase Order Entry.....................................................................................................................................25
Workshop - Enter a Purchase Order........................................................................................................26
Create a Purchase Order..................................................................................................................26

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Contents Shipping and Receiving Course

Create the First Purchase Order Line................................................................................................26

Create the Second Purchase Order Line...........................................................................................27
Create the Third Purchase Order Line...............................................................................................27
Approve a Purchase Order...............................................................................................................27
Receipt Entry..................................................................................................................................................28
Workshop - Receive a Purchase Order.....................................................................................................28
Workshop - Create a Mass Receipt.........................................................................................................29
Receipt Tracker.......................................................................................................................................29
Specialized Processes............................................................................................................30
Serial Shipment Container Codes...................................................................................................................30
Transaction Document Type Maintenance...............................................................................................31
Workshop - Create a Transaction Document Type............................................................................31
Legal Number Maintenance....................................................................................................................32
Workshop - Enter a Legal Number...................................................................................................33
Packaging Code Maintenance.................................................................................................................34
Workshop - Create a Packaging Code.............................................................................................34
Customer Shipment Entry.......................................................................................................................35
Workshop - Enter a Sales Order and Shipment with SSCC Generation.............................................35
Enter a Sales Order...................................................................................................................35
Ship Sales Order and Generate SSCC Code...............................................................................35
Subcontractor Shipment Entry........................................................................................................................36
Transfer Order Shipment................................................................................................................................36
Transfer Order Pick List...........................................................................................................................37
Master Pack Shipment Entry...........................................................................................................................37
Miscellaneous Shipment Entry........................................................................................................................37
Miscellaneous Shipment Tracker.............................................................................................................37
Pack Out........................................................................................................................................................38
Container Tracking........................................................................................................................................38
Container Shipment Status Report..........................................................................................................38
Reports and Trackers............................................................................................................39
Conclusion.............................................................................................................................41

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Shipping and Receiving Course Shipping and Receiving Course

Shipping and Receiving Course

This course discusses shipping and receiving, two processes that effectively move product to and from your
location. This course covers how to set up your Epicor application properly to allow accurate shipping and receiving
processing. Once this setup is complete, follow a sales order through shipping and follow a purchase order
through receiving. You also learn about additional tools, such as reports and trackers, used with shipping and
receiving.
The shipping process allows you to take existing inventory or manufactured products and distribute them to
customers or other facilities within your organization. This process is structured to be a seamless method that
enables your product to reach customers and other facilities.
The receiving process enables you to receive stock goods, manufacturing materials, or subcontract work back to
your location. The first step in this process is to create a purchase order for the service or product needed. Receipt
Entry provides flexibility in coordinating with suppliers' delivery schedules. This ensures that the service purchased
is received to the right area of your organization.
Upon successful completion of this course, you will be able to:
• Identify the concepts of shipping and receiving.
• Set up and utilize shipping and receiving functionality.
• Summarize the entire process flow of receiving purchases and shipping products.
• Enter and ship a sales order.
• Create a mass shipment.
• Enter and receive a purchase order.
• Create a mass receipt.

Epicor ERP | 10.0.700.2 5

Before You Begin Shipping and Receiving Course

Before You Begin

Read this topic for information you should know in order to successfully complete this course.

Audience

Specific audiences will benefit from this course.

• Shipping and Receiving
• QA Inspector

Prerequisites

To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager
at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained in other
valuable courses.
• Navigation Course - This course introduces navigational aspects of the Epicor application's user interface.
Designed for a hands-on environment, general navigation principles and techniques available in two user
interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and
guide you through each navigational principle introduced.
• Customers Course - This course introduces fundamental concepts pertaining to the creation of customer
records. This course also covers various maintenance programs necessary to define a customer in the Epicor
application.
• Order Management Course - This course discusses the Order Management module and how it facilitates
the flow of manufactured items from inventory or jobs to the customer. A shipping transaction is performed
whether items are shipped from stock or from work in process (WIP). Shipping transactions are captured
during invoicing in the Accounts Receivable (AR) module, creating financial transactions that post to the
general ledger (GL). Order entry and shipping are directly affected by the nature of the product and the
process, specifically whether the items are built-to-order or shipped from stock.
• Purchase Management Course - This course focuses on the Purchase Management process. This process
includes the creation and approval of purchase orders (POs) and requisitions, managing suppliers and their
price lists, working with purchase order suggestions, and monitoring the purchase order process using related
reports and trackers. The advanced functionality in the Supplier Relationship Management and Purchase
Contract modules also aids in managing purchase orders.
• Suppliers Course - This course covers the supplier record and the information located within Supplier
Maintenance.

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Shipping and Receiving Course Before You Begin

Environment Setup

The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.

1. Verify the following or ask your system administrator to verify for you:
• Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.

• The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
• Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.

2. Log in to the training environment using the credentials manager/manager. If you are logged in to your
training environment as a different user, from the Options menu, select Change User.

3. From the Main menu, select the company Epicor Education (EPIC06).

4. From the Main menu, select the Main site.

Workshop Constraints

All workshops in this course can be performed multiple times in each instance of a restored (refreshed) database.
If a user has already completed these workshops in the database, another user can complete this course without
restoring (refreshing) the database.

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Overview Shipping and Receiving Course

Overview

Both shipping and receiving allow you to track product distribution. This process must run smoothly to ensure
product is produced, sold, and shipped to customers in a timely manner, which signifies a successful business
model.
Throughout this course, the shipping and receiving process is discussed, including setting up master files, following
a sales order through the shipping process, and following a purchase order through the receiving process.

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Shipping and Receiving Course Application Setup

Application Setup

This section reviews Company Configuration and setup of the master files that affect shipping and receiving.

Company Configuration

You typically complete company configuration at the time of implementation. Most system modules require
some master table definition. This topic reviews configurations specific to the Shipping and Receiving module.
Company Configuration defines options for companies in the Epicor application. Use these options to customize
the Epicor application to best fit each company within your organization.

All Module Configuration

Navigate to the Modules > All Modules > General sheet. The All Modules configuration sheet defines general
system defaults. Use this sheet to define general application settings.
• Costing Method - The default costing method choices are Average, FIFO, Last, and Standard. The cost
method you select defaults into each part as it is created and can be changed by part.
• Default Warehouse - This is the warehouse that defaults for all parts as they are created. This can be changed
by part.
• Receiving Warehouse and Bin - If Advanced Material Management (AMM) is installed, this field is active.
All incoming receipts go to this warehouse and bin before being moved to the proper location.
• Shipping Warehouse and Bin - If AMM is installed, this field is active. All parts to be shipped are moved to
this staging area for shipping.

Order Module Configuration

Navigate to the Modules > Sales > Order sheet. The Shipping and Receiving module configuration settings
define Shipping defaults. Use this sheet to define shipping settings.
• Starting Order - This field holds the starting order number. The order number is a document control number
in the Epicor application. The application starts with this number, and numbers are added sequentially as you
enter each order.
• Allow Shipments from any Job - This check box provides the ability to ship an order from a job, even if
the job has no demand link for the packing slip line's order release.
• Save Shipment for Invoicing - This check box allows customer shipments to be available for the Get
Shipments function in Accounts Receivable Invoice Entry.
The corresponding check box setting for Purchase Order Receipts is located on the Modules > Finance >
Accounts Payable sheet and is called Save Receipts for Invoicing.

Purchasing Module Configuration

Navigate to the Modules > Materials > Purchase sheet. Purchasing module configuration settings define
purchasing defaults. Use this sheet to define general receiving settings.
• Starting PO - This field holds the starting purchase order (PO) number. The PO number is a document control
number in the Epicor application. The application starts with this number, and numbers are added sequentially
as you enter each PO.

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Application Setup Shipping and Receiving Course

• Starting RFQ - This field holds the starting request for quote (RFQ) number. The RFQ number is also a
document control number in the Epicor application. The application starts with this number, and numbers
are added sequentially as you enter each RFQ.

Menu Path
Navigate to this program from the Main Menu:
• System Setup > Company/Site Maintenance > Company Configuration

Maintenance Programs

This section of the course reviews the most significant maintenance programs applicable to the Shipping and
Receiving process.

Buyer Maintenance

Use Buyer Maintenance to create records for buyers responsible for your company's purchasing activities.
A buyer must first be defined as a system user and then added as an authorized user for the Buyer ID.
Buyers are specified in the purchase orders you create.
Buyer Maintenance is a key setup program, as you use it specify approved purchase amount limits for each buyer.
If you use consolidated purchasing, you will also need to create identical buyer records within all of the companies
that use the consolidated PO process.
The Buyer ID is used as a search or filter field for PO Suggestions and Part Class purchasing.

Menu Path
Navigate to this program from the Main Menu:
• Material Management > Purchase Contracts Management > Setup > Buyer
• Material Management > Purchase Management > Setup > Buyer
• Material Management > Supplier Relationship Management > Setup > Buyer

FOB Maintenance

Use FOB Maintenance to set up FOB term descriptions and delivery term codes. Free-on-board (FOB) is the point
where legal title of goods passes from your company to a customer or from a supplier to your company.
Use Customer Maintenance, Supplier Maintenance, Sales Order Entry, and Purchase Order Entry to select FOB
codes. The selected FOB code defaults in AP Invoice Entry and AR Invoice Entry.
Use the FOB table to validate descriptions and delivery term codes.
Delivery terms can be associated with an FOB code only if Internationalization is set up in Company Configuration.

Non-Intrastat Customers
Important Free-on-board (FOB) codes are not required in the United States but can still be useful. FOB is
required setup for European countries.

Common practice in the United States is to interpret FOB as the point where legal title passes from you to the
customer or from the supplier to you. You can enter a generic FOB description such as My Site’s City, Origin,

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Shipping and Receiving Course Application Setup

or Destination. Select this description during a transaction. Since the term FOB prints on Epicor application
forms, including FOB in the description can be redundant.
FOB codes have a different and more restrictive meaning in Europe than in the United States. European countries
use this program to organize delivery terms data used for Intrastat declaration.
Tip Note that if you use Intrastat, the FOB description and corresponding delivery code is not required for
legal reporting. Because of this, you can leave the FOB value blank.

External Coding System

If your industry has a recognized external coding system, enter these external codes in FOB Maintenance. Use
these codes for your reference only; they do not activate additional functionality in the Epicor application.

Menu Path
Navigate to this program from the Main Menu:
• Financial Management > Accounts Payable > Setup > FOB
• Financial Management > Accounts Receivable > Setup > FOB
• Material Management > Purchase Management > Setup > FOB
• Sales Management > Demand Management > Setup > FOB
• Sales Management > Order Management > Setup > FOB
For CRM users, the Main Menu appears as:
• Customer Relationship Management > Order Management > Setup > FOB

Part Maintenance

Use Part Maintenance to enter or update part information. Parts are either purchased items you use for raw
materials or subassemblies or manufactured items you use to fill sales orders.
Each part record contains crucial data you may need for purchase or production needs. A part record contains
general information such as part number, description, and search criteria. Also, a part record defines inventory
information, which includes unit of measure (UOM) options for sales, purchases, inventory, non-stock classifications,
serial number tracking, and weight values. You also define warehouse and bin information for each part, including
Minimum, Maximum, and Safety Stock quantities. If this part is included in a sales kit, define these parameters
as well.
When you set up a part, you can access it from each site within the company, and use it on jobs. You can also
select parts as materials on quote, job, or part methods of manufacturing. If you use the Engineering module,
purchased or manufactured parts on a bill of material must have a record set up in Part Maintenance.
Tip Most modules do not require parts to exist in Part Maintenance, but it is recommended that you enter
parts in this program, as each record requires little data and can save you data entry time later.

Menu Path
Navigate to this program from the Main Menu:
• Material Management > Inventory Management > Setup > Part
• Material Management > Purchase Contracts Management > Setup > Part
• Material Management > Purchase Management > Setup > Part
• Material Management > Supplier Relationship Management > Setup > Part
• Production Management > Engineering > Setup > Part

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Application Setup Shipping and Receiving Course

• Production Management > Job Management > Setup > Part

• Production Management > Material Requirements Planning > Setup > Part
• Production Management > Quality Assurance > Setup > Part
• Sales Management > Configurator Management > Setup > Part
• Sales Management > Demand Management > Setup > Part
• Sales Management > Order Management > Setup > Part
• Service Management > Field Service > Setup > Part
For CRM users, the Main Menu appears as:
• Customer Relationship Management > Configurator Management > Setup > Part
• Customer Relationship Management > Order Management > Setup > Part

Carrier Maintenance

Use Carrier Maintenance to set up the standard freight carriers that your company uses. Once you enter the
carriers used by your company, you can link these to Ship Via codes on customers and sales orders.
On the carrier code, you can also identify a Standard Alpha Carrier Code (SCAC).

Menu Path
Navigate to this program from the Main Menu:
• Material Management > Shipping / Receiving > Setup > Carrier
• Sales Management > Demand Management > Setup > Carrier
• Sales Management > Order Management > Setup > Carrier
For CRM users, the Main Menu appears as:
• Customer Relationship Management > Order Management > Setup > Carrier

Ship Via Maintenance

Use Ship Via Maintenance to identify the different methods you use to ship products to subcontractors or
customers. These shipping methods are known as Ship Via Codes.
Note Ship Via Codes are mandatory at the point of sales order entry.

Menu Path
Navigate to this program from the Main Menu:
• Financial Management > Accounts Payable > Setup > Ship Via
• Financial Management > Accounts Receivable > Setup > Ship Via
• Material Management > Purchase Management > Setup > Ship Via
• Material Management > Shipping / Receiving > Setup > Ship Via
• Sales Management > Customer Relationship Management > Setup > Ship Via
• Sales Management > Demand Management > Setup > Ship Via
• Sales Management > Order Management > Setup > Ship Via

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Shipping and Receiving Course Application Setup

For CRM users, the Main Menu appears as:

• Customer Relationship Management > Sales and Marketing Management > Setup > Ship Via
• Customer Relationship Management > Order Management > Setup > Ship Via

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Daily Shipping Processing Shipping and Receiving Course

Daily Shipping Processing

This section of the course reviews the shipping processes typically done on a daily basis.
The shipping process includes the following:
• Enter a sales order to ship.
• Verify the product type and amount available for shipment.
• Create a packing slip to ship goods.

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Shipping and Receiving Course Daily Shipping Processing

Epicor ERP | 10.0.700.2 15

Daily Shipping Processing Shipping and Receiving Course

Sales Order Entry

Use Sales Order Entry to create and edit sales orders. A sales order is an order that you receive from a customer.
You enter order headers, lines, and releases through this program. Each order can have multiple order lines,
as well as multiple order releases.
For most ordered parts, jobs are created that directly fill each order release. If you already have parts on the shelf,
you can also use this program to sell these parts out of inventory.
Both Sales Order Entry and the Sales Order Tracker implement Customer Relationship Management (CRM)
security. So, if the user ID is associated with one or more workforce IDs, none of which have View All Territories
permissions, the user sees orders only for the territories for which the workforce IDs are authorized.
Because the Epicor application treats a sales order separately from a job, you can fill customer orders in different
ways.
Example A customer sends you a purchase order requesting 12 releases of an ordered part quantity, one
quantity for each month during the upcoming year. To fulfill this order, you can create a single job that
builds the units at once but then ships these release quantities each month from your inventory. You could
also set up four jobs to build the quantity for three months, or you could create 12 jobs, one for each
release, and then ship directly from your manufacturing center.

Important If the Lock Line Quantity check box is selected and you close the Master Release (Release 1)
of a multiple release sales order line, remaining open releases for that line will automatically close. You will
receive a warning message if you attempt to close Release 1 when the other releases have not already
shipped. If you unintentionally close Release 1, you must manually reopen the closed releases that have
yet to ship. To avoid this situation, always use the final shipment date for Release 1.

You can also edit open orders through Sales Order Entry. This allows you to react to your customer’s changing
needs and your own internal manufacturing requirements.
If your company uses the Demand Management module, you can use this functionality to automatically generate
both firm and unfirm releases on sales orders. To learn about this module, refer to the Demand Management
topics in the Application Help.

Entry Methods
The following methods are available for entering a sales order:
• Order Entry – Activate the entire header, line, and release functionality.
• Quick Orders – Create a complete order on the Summary sheet.
• Counter Sales – Create walk in purchases that occur over the counter. Parts are pulled directly from inventory.
This entry method is also performed on the Summary sheet.

Other Functionality
Sales Order Entry uses several auxiliary programs that help you create orders and then turn them into jobs. The
Get Opportunity/Quote functionality allows you to pull quote information directly into an order. You can also
apply order based discounts to your quantities. The Order Job Wizard streamlines the job creation process.
Most of this additional functionality is found under the Actions menu. For a complete list of the functionality
available on this menu, refer to the Sales Order Entry – Actions Menu topic in the Application Help.

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Shipping and Receiving Course Daily Shipping Processing

Menu Path
Navigate to this program from the Main Menu:
• Sales Management > Customer Relationship Management > General Operations > Order Entry
• Sales Management > Order Management > General Operations > Order Entry
For CRM users, the Main Menu appears as:
• Customer Relationship Management > Sales and Marketing Management > General Operations > Order Entry
• Customer Relationship Management > Order Management > General Operations > Order Entry

Workshop - Enter a Sales Order

In this workshop, enter a sales order with multiple lines for Dalton Manufacturing. Dalton Manufacturing submitted
a purchase order for 100 units of part DCD-300-OR (steel O rings) to be shipped two weeks from today.
Dalton Manufacturing also needs to order 15 units of part DIAMOND 8907 (Diamond Tip Inserts) and 250 more
of part DCD-300-OR (steel O rings) to be shipped six weeks from today.

Create a Sales Order

Navigate to Sales Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
Tip The CRM menu path is: Customer Relationship Management > Order Management > General
Operations > Order Entry

1. From the New menu, select New Order.

2. In the Customer field, enter Dalton and press Tab.

3. In the PO field, enter purchase order number XXXX (where XXXX are the last four digits of your phone
number).

4. In the Need By field, enter the date six weeks from today.

5. In the Ship By field, enter the date two days before the Need By date.

6. Click Save.

Create the First Sales Order Line

1. Navigate to the Lines > Detail sheet.

2. From the New menu, select New Line.

3. In the Part/Rev field, enter DCD-300-OR and press Tab.

4. In the Order Quantity field, enter 100 and press Tab.

5. In the Need By field, enter the date two weeks from today.

6. In the Ship By field, enter the date two days before the Need By date.

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Daily Shipping Processing Shipping and Receiving Course

7. Accept the defaults in the remaining fields.

8. Click Save.

Create the Second Sales Order Line

1. From the New menu, select New Line.

2. In the Part/Rev field, enter DIAMOND 8907 and press Tab.

3. In the Order Quantity field, enter 15 and press Tab.

4. In the Unit Price field, enter 75 and press Tab.

5. In the Need By field, enter the date two weeks from today.

6. In the Ship By field, enter the date two days before the Need By date.

7. Accept the defaults in the remaining fields.

8. Click Save.

Create the Third Sales Order Line

1. From the New menu, select New Line.

2. In the Part/Rev field, enter DCD-300-OR and press Tab.

3. In the Order Quantity field, enter 250 and press Tab.

4. In the Need By field, enter the date six weeks from today.

5. In the Ship By field, enter the date two days before the Need By date.

6. Accept the defaults in the remaining fields.

7. Click Save.

8. Navigate to the Summary sheet.

9. Record the sales order number_______________ .

10. Exit Sales Order Entry.

Scheduled Shipments Report

Use the Scheduled Shipments Report to list all outstanding order releases in order by Due Date, Order
Number, Order Line, and Order Release.
Menu Path: Material Management > Shipping / Receiving > Reports > Scheduled Shipments
Important The Scheduled Shipments Report only displays the quantities marked as Shipped on the
packing slip.

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Shipping and Receiving Course Daily Shipping Processing

The outstanding order release quantity is calculated by subtracting both the Shipped Quantity and the Shipped
from Stock Quantity from the Order Release Quantity. If this value is negative, the outstanding quantity is set to
zero.
Logic: Outstanding Quantity = Order Release Quantity - (Shipped Quantity + Shipped from Stock Quantity)
The report includes parts that have been set up as kit components only if the kit is configured in the Part
Maintenance > Sites > Sales Kits sheet to allow components to ship separately.

Sales Order Pick List

Use the Sales Order Pick List to display open sales order releases due within the date range you select.
Menu Path: Material Management > Shipping / Receiving > Reports > Sales Order Pick List
The order information displays in a format you can use to pick the quantities to ship. This report also includes all
Pick List comments. The Sales Order Pick List only displays the quantities that have not been shipped yet. The
printed Release Qty is the open quantity; this is equal to the original release quantity less the quantity shipped
to date (if any). It includes Buy-to-Order parts but does not include drop shipment items.
Logic: Release Quantity = Original Release Quantity - Quantity Shipped to Date
The Quantity on Hand value also displays for your information.

Customer Shipment Entry

Use Customer Shipment Entry to process customer shipments. You can either relieve inventory or ship directly
from a job.
Important If a part ships via Customer Shipment Entry, it is standard costed. Shipment from the
work-in-process (WIP) transaction (MFG-CUS) captures the standard unit cost for the part rather than actual
costs from the job. If there are variances between the standard cost of the part and the actual costs of the
job, a MFG-VAR transaction is also created for the remaining WIP balances.

• If you select the Save Shipment for Invoice check box in the Company Configuration > Modules > Sales
> Order sheet, you can use the Get Shipments function in AR Invoice Entry to quickly create invoice entries
for the customer shipments entered into Customer Shipment Entry.
• If you try to enter shipments for customers on credit hold, you receive warning messages. For more information
on customer credit checking, refer to the Customer Credit Checking topic in the Application Help.
• If you use the Advanced Production module, you can ship multiple part quantities from the same job and/or
batch job. The quantities available to ship are defined on the quantity available on the final operation. For
more information, refer to the Advanced Production Module topic in the Application Help.
• If you use the Document Management module, you can attach Certificate of Compliance documents to the
customer shipment.
If the ERS Orders check box is selected for the order in the Demand Entry > Header > Detail, Sales Order
Entry > Header > Detail and Sales Order Entry > Summary sheets, Customer Shipment Entry automatically
generates ERS (Evaluated Receipt Settlement and Self Billing) invoices for billings for the customer. ERS invoicing
allows your customer to pay invoices based on packing slip information they receive from your company.
• The ERS invoice is created for the amount of goods shipped in the pack, at the prices set in the sales order.
• If designated for the company, the invoice also generates a legal number for the resulting invoice. This
information prints on resulting AR invoices and packing slips.

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Daily Shipping Processing Shipping and Receiving Course

• When the pack is marked as Shipped, the invoice automatically posts. If the pack is marked as Unshipped,
the Epicor application automatically generates a cancellation invoice; the next time the pack is marked as
Shipped, a new invoice is automatically generated again.
Note ERS and non-ERS orders are not allowed in the same pack. If the first order release is added to a
pack that belongs to an ERS order, non-ERS order releases are not allowed in that pack.

Note A warning message appears if you attempt to mark a pack as Shipped if it contains lines for an order
that has been marked as Ship Complete (in Order Entry), but the actual shipment is only partially complete.
This message simply attempts to warn the user of this situation. but can be dismissed, allowing shipment
of the pack.

Menu Path
Navigate to this program from the Main Menu:
• > Customer Shipment Entry-Load Planning
• Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry

Workshop - Ship a Sales Order

You need to ship ten units of part 8400S-616 (V-Block Mount Angle) need to Barriston Engineering. In this
workshop, record the shipment quantity and create a packing slip record.

Create a Pack ID
Navigate to Customer Shipment Entry.
Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry

1. From the New menu, select New Pack.

2. In the Order Number field, search for and select the sales order created in the Workshop - Enter a Sales
Order.

3. Click Save.
The Pack ID number displays.

Create a Pack Line

1. From the New menu, select New Line.

The Lines > Customer Shipment Entry > Detail sheet displays.

2. In the Order Number field, search for and select the sales order created in the Workshop - Enter a Sales
Order.

3. Click the Line/Rel button, search for and select Line 1 and Release 1 of the sales order, and click OK.

4. In the Our Ship Qty field, verify 100 displays.

If the Our Ship Qty field does not default with 100, enter 100 and press Tab.

5. Verify the Shipped Complete check box is selected.

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The line status displays as Complete because enough on-hand quantity exists to ship the full line quantity.

6. Click Save.

Print a Packing Slip

1. From the Actions menu, select Print.

The Print Packing Slip/Labels window displays.

2. Click Print Preview to preview the packing slip.

The Packing Slip Print window displays.

3. Review the packing slip and exit the Packing Slip Print and Print Packing Slip/Label windows.
The confirmation window displays.

4. To the Is this Packing Slip ready to Ship? message, click Yes.

5. To the Packing slip has been printed confirmation, click OK.

6. Navigate to the Summary sheet.

7. In the Status field, verify Shipped displays.

8. Click Save.

9. Remain in Customer Shipment Entry.

Workshop - Create a Mass Shipment

The six week deadline is near and it is time to ship the remaining products Dalton Manufacturing ordered. Mass
shipment functionality allows you to ship multiple lines on a sales order at one time. In this workshop, create a
packing slip for the remaining products to ship to Dalton Manufacturing from the sales order you created.

Create a Pack ID
Navigate to Customer Shipment Entry.
Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry

1. From the New menu, select New Pack.

2. Verify you are on the Summary sheet.

3. In the Order Number field, search for and select the sales order created in the Workshop - Enter a Sales
Order.

4. Click Save.
The Pack ID number displays.

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Daily Shipping Processing Shipping and Receiving Course

Create a Mass Shipment

1. Click the Mass Shipment button.

The Sales Order Search window displays.

2. Search for and select the sales order created in the Workshop - Enter a Sales Order.
Lines 2 and 3 of the sales order display in the Shipment Lines grid.

3. Click the Ship All button.

4. Click the Update button.

Both lines now have the Complete check box selected.

5. Click Save.

Print a Packing Slip

1. From the Actions menu, select Print.

The Print Package Slip/Labels window displays.

2. Click Print Preview to preview the packing slip.

The Packing Slip Print window displays.

3. Review the packing slip and exit the Packing Slip Print and Print Packing Slip/Label windows.
The confirmation window displays.

4. To the Is this Packing Slip ready to Ship? message, click Yes.

5. To the Packing slip has been printed confirmation, click OK.

6. Navigate to the Summary sheet.

7. In the Status field, verify Shipped displays.

8. Click Save.

9. Exit Customer Shipment Entry.

Customer Shipment Tracker

Use the Customer Shipment Tracker to locate shipments and analyze what was shipped.
Menu Path: Sales Management > Customer Relationship Management > General Operations > Customer
Shipment Tracker
Tip The CRM menu path is: Customer Relationship Management > Sales and Marketing Management >
General Operations > Customer Shipment Tracker

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The Customer Shipment Tracker is a very useful tool to view all shipment information and provides one place to
view all shipment-related information.
Note The Subcontractor Shipment Tracker and the Transfer Order Shipment Tracker provide the same
functionality for transfer order shipments and subcontract shipments.

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Daily Receiving Processing Shipping and Receiving Course

Daily Receiving Processing

This section of the course reviews the receiving processes that typically occur on a daily basis.

Time Phased Material Requirements Report

Use the Time Phased Material Requirements Report to link data in the Purchase Management, Job
Management, Order Management, and Inventory Management modules. This report analyzes planned receipts
and requirements for each part to project future inventory balances.
Jobs for stocked items are not shown in the Planning Workbench. If the Material Requirement Planning (MRP)
module is not licensed, use the Time Phased Material Requirements Report to track supply and demand. It can
display both manufactured and purchased parts, as well as stocked or non-stocked parts. The Time Phased
Material Requirements Report can be further refined to show only the instances where supply and demand are
not in sync with a specific cutoff date in the future.

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The Time Phased Material Requirements Report looks at the inventory requirements to evaluate supply and
demand, such as minimum and maximum on hand quantities defined at the part level. Once executed, the report
displays demand by job, sales order, or both. Use the exception parameters in the Time Phased Material
Requirement Report to further refine the demand.
Use the Selection sheet to select the report parameters. Use the Filter sheet(s) to select the specific records to
include on the report. For more information, refer to the Filters Overview topic in the Application Help.
Important For more information on how to review the status of reports you print, preview, or generate,
refer to the System Monitor Overview topic in the Application Help.

Menu Path
Navigate to this program from the Main Menu:
• Material Management > Inventory Management > Reports > Time Phased Mtl. Requirements
• Production Management > Material Requirements Planning > Reports > Time Phased Mtl. Requirements

Time Phased Inquiry Tracker

Use the Time Phased Inquiry Tracker to review time-phased material requirements for a specific part.
You can also access this tracker from within several other programs, including:
• Change PO Suggestions
• New PO Suggestions
• Part Tracker
Menu Path: Sales Management > Customer Relationship Management > General Operations > Time Phased
Inquiry
Tip The CRM menu path is: Customer Relationship Management > Sales and Marketing Management >
General Operations > Time Phased Inquiry

Purchase Order Entry

Use Purchase Order Entry to enter and print new purchase orders and to change existing orders.
• To print the purchase order open in the program, on the Standard toolbar, click the Print button, or from
the File menu, select Print.
• To mass print multiple purchase orders, from the program's Actions menu, select Mass Print.

If you have the Epicor application set up to handle consolidated purchasing and are logged into the central
purchasing company, you can create consolidated purchase orders in this program.
For more information, refer to the Consolidated Purchasing topic in the Application Help.

Menu Path
Navigate to this program from the Main Menu:
• Material Management > Purchase Contracts Management > General Operations > Purchase Order Entry
• Material Management > Purchase Management > General Operations > Purchase Order Entry

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Common Functions
Following are the common Purchase Order Entry functions:

To Do This
Add, edit, or delete a Memo for the current From the Actions menu, select Memo, or on the Standard
record toolbar, click Memo.
Review, add, edit, or delete Attachments for From the Actions menu, select Attachments, or on the
the current record Standard toolbar, click Attachments.
Review the Change Log for the current record From the Actions menu, select Change Log, or on the
Standard toolbar, click Change Log.

Workshop - Enter a Purchase Order

In this workshop, enter a purchase order to buy materials from Gecco Steel. Your company needs to purchase
10 units of part SS-125 (stainless steel sheets) to be received two weeks from today.
Your company also needs to order 20 units of part SS-120 (stainless steel sheets) to be received four weeks from
today and 30 more of part SS-074 (stainless steel sheets) to be received six weeks from today.

Create a Purchase Order

Navigate to Purchase Order Entry.
Menu Path: Material Management > Purchase Management > General Operations > Purchase Order Entry

1. From the New menu, select New PO.

2. In the Supplier field, search for and select Gecco Steel.

3. In the Buyer field, select Howard Low.

4. Navigate to the Header > Detail sheet.

5. In the FOB field, select Factory.

6. Click Save.

Create the First Purchase Order Line

1. From the New menu, select New Line.

The Lines > Detail sheet displays.

2. In the Buy For section, accept the Inventory default.

3. In the Part/Rev field, enter part SS-125 and press Tab.

4. In the Our Qty field, enter 10.

5. In the Unit Price field, enter 5.

6. In the Due Date field, enter the date two weeks from today.

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7. Click Save.

Create the Second Purchase Order Line

1. From the New menu, select New Line.

2. In the Buy For section, accept the Inventory default.

3. In the Part/Rev field, enter part number SS-120 and press Tab.

4. In the Our Qty field, enter 20.

5. In the Unit Price field, enter 5.

6. In the Due Date field, enter the date four weeks from today.

7. Click Save.

Create the Third Purchase Order Line

1. From the New menu, select New Line.

2. In the Buy For section, accept the Inventory default.

3. In the Part/Rev field, enter part number SS-074 and press Tab.

4. In the Our Qty field, enter 30.

5. In the Unit Price field, enter 5.

6. In the Due Date field, enter the date six weeks from today.

7. Click Save.

Approve a Purchase Order

1. Navigate to the Summary sheet and select the Unapproved check box.
The green Approved indicator displays.

2. Click Save.

3. Record the purchase order number_______________ .

4. Exit Purchase Order Entry.

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Receipt Entry

Use Receipt Entry to enter the receipt of inventory and non-inventory materials and subcontract parts.
Important Use RMA Processing to receive parts returned by the customer.

Receipt line items are either purchase order receipts (recorded against a purchase order) or miscellaneous receipts
(material received that is not associated with a purchase order). Receipt information updates the purchase order
and creates transactions to update inventory or job quantities and costs.
You cannot update invoice receipts.
If the Quality Assurance module is enabled in your environment, use Inspection Processing to inspect parts
you receive.
Receipt entries can be saved to generate accounts payable invoice entries. Use the Modules > Finance > Accounts
Payable sheet within Company Configuration to indicate whether you want to save receipt entries for accounts
payable.
If you have the Document Management module installed, you can add Certificate of Compliance documents
to the receipt line.

Menu Path
Navigate to this program from the Main Menu:
• Material Management > Shipping / Receiving > General Operations > Receipt Entry

Workshop - Receive a Purchase Order

Two weeks passed and Gecco Steel sent 10 units of part SS-125 (stainless steel sheets) which arrived at the
shipping dock. It is time to create a receipt for the first portion of the purchase order you created.
Navigate to Receipt Entry.
Menu Path: Material Management > Shipping / Receiving > General Operations > Receipt Entry

1. From the New menu, select New Receipt.

2. In the PO field, search for and select the purchase order created in the Workshop - Enter a Purchase
Order.

3. In the Packing Slip field, enter the same purchase order number and press Tab.

4. From the New menu, select New Stock Line.

The Stock > Detail sheet displays.

5. Click the PO/Line button and search for and select Line 1 for the purchase order created in the Workshop
- Enter a Purchase Order.
The part and quantity information in the Stock > Detail sheet are SS-125 and 10 SH.

6. Select the Line Received check box and click Save.

The green Received indicator displays.

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7. Click Save, but remain in Receipt Entry for the next workshop.
Do not receive the other two purchase order lines. These are used in the following workshop.

Workshop - Create a Mass Receipt

Six weeks passed and Gecco Steel sent the remaining material from the purchase order that was created (SS-120
and SS-074). These materials have just arrived at the shipping dock. It is time to create a receipt for the remaining
portion of the purchase order you created.
The Mass Receipt option allows you to receive multiple lines on a purchase order at one time and assumes the
lines are received complete. If some of the lines are not received complete, the listing allows changes to the
quantity.
Navigate to Receipt Entry.
Menu Path: Material Management > Shipping / Receiving > General Operations > Receipt Entry

1. From the New menu, select New Receipt.

2. In the PO field, search for and select the purchase order created in the Workshop - Enter a Purchase
Order.

3. In the Packing Slip field, enter XXXX (where XXXX are the last four digits of your phone number) and press
Tab.

4. Click Save.

5. From the Actions menu, select Mass Receipt.

The Mass Receipts window displays.

6. Click the Select All button.

7. Click the Get All button.

8. Click Process.

9. Click Close.

10. Select the Received All check box.

The green All Received indicator displays.

11. Click Save.

12. To the Receipt is Compliant message, click OK.

13. Exit Receipt Entry.

Receipt Tracker

Use the Receipt Tracker to view the receipt of all inventory and non-inventory materials and subcontract parts.
Menu Path: Material Management > Shipping / Receiving > General Operations > Receipt Tracker
The Receipt Tracker is the read-only version of Receipt Entry.

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Specialized Processes Shipping and Receiving Course

Specialized Processes

This section describes specialized processes and additional functionality you can use in conjunction with the main
shipping and receiving processes. Although the primary program for shipping is Customer Shipment Entry, the
following programs and added functionality can be helpful in your shipping and receiving processes.

Serial Shipment Container Codes

Customer shipments and master packs can be sent using Serial Shipment Container Codes (SSCC). You use
these codes to both improve the speed and reduce the costs of shipments.
The SSCC code identifies specific information about cartons, pallets, trailers or other containers and electronically
exchanges information about the current state of a shipment. You can track these shipments throughout your
supply chain flow by using the SSCC code assigned to the shipment. This data exchange and tracking process is
an application of the GS1 System originally called the ANNICK System). You use this application to optionally
define customer and package type specific SSCC codes.
Note The primary benefit to using SSCC codes is to speed your products through the shipping and receiving
process. You can use the Electronic Data Interchange (EDI) Advance Ship Notice (ASN) in conjunction with
SSCC codes. This allows you to scan and process products rapidly through distribution centers and other
receiving locations.

To generate SSCC codes during shipment processing, set up legal numbers for packing slips and master packs.
Next, define document types for packing slips and master pack transactions. If you use different SSCC codes to
identify different types of packages you ship, set up packaging codes with a different extension digit for each
package type.
The graphic below shows the basic structure of the SSCC code and where you define the segments in the Epicor
application.

• Extension Digit - This value is the default extension digit you define in Legal Number Maintenance. Optionally,
define this value in Packaging Codes Maintenance; these values override the default based on the package
code assigned to the shipment.
• UCC/EAN Company Prefix - This value contains the default prefix you define in Legal Number Maintenance.
• Serial Reference Number - This value is based on the start sequence and end sequence you define in Legal
Number Maintenance.
• Check Digit - This value is calculated by the Epicor application to confirm the number generated is correct.

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Transaction Document Type Maintenance

Use Transaction Document Type Maintenance to define a document type assigned to a legal number. A
document type links a system transaction to a unique legal number that generates when the transaction is printed.
Note You can use Transaction Document Type for both Accounts Receivable (AR) and Accounts Payable
(AP) document types.

If you are using Serial Shipment Container Codes (SSCC), you will need to set up a document type for a packing
slip or master pack, and then link the document type to a legal number.
Note You can also create and assign customer specific SSCC codes. To do this, you create a unique legal
number and document type for a packing slip or master pack, and then assign the document type to a
specific customer from Customer Maintenance. For more information, refer to the Customer Maintenance
topic in the Application Help.

Menu Path
Navigate to this program from the Main Menu:
• Financial Management > Accounts Receivable > Setup > Transaction Document Type
• Financial Management > Cash Management > Setup > Transaction Document Type
• Financial Management > General Ledger > Setup > Transaction Document Type

Workshop - Create a Transaction Document Type

In this workshop, create a transaction document type to use later for SSCC processing.
Navigate to Transaction Document Type Maintenance.
Menu Path: Financial Management > General Ledger > Setup > Transaction Document Type

1. Click New Document Type.

2. In the Document Type field, enter XXX PackSlip (where XXX are your initials).

3. In the Description field, enter XXX Packing Slip (where XXX are your initials).

4. In the System Transaction field, select Packing Slips.

5. Select the Default for System Transaction check box.

6. Click Save.

7. Exit Document Type Maintenance.

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Legal Number Maintenance

Use Legal Number Maintenance to define how legal numbers are set up for documents, such as invoices,
packing slips, and master packs.
Some countries require use of unique identifiers (or legal numbers) for transactions. These identifiers have controls
to prevent gaps in sequence and provide an additional tracking method.
You can define multiple legal numbers for the same transaction type.
Example Use a legal number formatted INV-2011-000001 with a national AR invoice, and AR000001
with an exported invoice.

Legal numbers have two categories:

• Legal Document Numbers - These are assigned to an external document such as packing slips, sales invoices,
and credit memos. The number is assigned to the document once it is posted or printed.
• Legal Transaction Numbers - These are assigned when documents that do not require printing are created.
This category includes numbers applied to payment instruments, manual journals, cash receipts, and withholding
tax certificates.
To set up legal numbers, use Document Type Maintenance to link number sequences with specific document
types, then use Legal Number Maintenance to define masks, sequences, and legal texts.
Example Luther Corporation wants to assign legal numbers to all miscellaneous invoices created in AR
Invoice Entry. To accomplish this, Luther Corp must create a Miscellaneous Invoice document type in
Document Type Maintenance and a new legal number record selecting AR Invoice as the number type.
Once the legal number record is created, they must link the legal number sequence to the Miscellaneous
Invoice document type in the Document Type sheet. When creating a miscellaneous invoice in AR Invoice
Entry, a legal number is assigned to the invoice using the Legal Number > Assign Legal Number option
from the Action menu.

Note Use Company Configuration to indicate if legal numbers are required on all AR invoices and credit
memos. Also use Company Configuration to indicate whether legal numbers are required on all AP invoices
and debit memos and whether legal numbers should be based on Invoice Date or Apply Date.

Once set up, a legal number can be assigned automatically or manually to the record when the document is
created using the parameters within Legal Number Maintenance.
Leverage this program to define the structure and number of digits your company uses for Serial Shipment
Container Codes (SSCC). When you finish defining the legal numbers, you then apply these codes using
functionality in the Shipping/Receiving module.
Note You must use either legal numbers or SSCC codes. You can only use SSCC codes when legal numbers
are not already being used for packing slips and master packs.

Menu Path
Navigate to this program from the Main Menu:
• Financial Management > Accounts Payable > Setup > Legal Number
• Financial Management > Accounts Receivable > Setup > Legal Number
• Financial Management > Cash Management > Setup > Legal Number
• Financial Management > General Ledger > Setup > Legal Number

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Workshop - Enter a Legal Number

In this workshop, enter a legal number to define the structure and number of digits your company uses for SSCC.
Note You can only use SSCC codes when legal numbers are not already being used for packing slips and
master packs.

Navigate to Legal Number Maintenance.

Menu Path: Financial Management > General Ledger > Setup > Legal Number

1. From the New, select New Legal Number.

2. In the Legal Number field, enter mmddyyyy (where mmddyyyy is your birth date).

3. In the Number Type field, select Packing Slips.

Valid options for SSCC are Packing Slips and Master Pack.

4. In the Description field, enter XXX Packing Slip (where XXX are your initials).

5. Select the Generate SSCC check box.

The Default Prefix field becomes available.

6. In the Default Prefix field, enter an eight-digit sequence of your choice.

You normally enter your company's assigned GS1 or UCC prefix in this field.

7. Select the Display Number After Generation check box.

8. In the Extension Digit field, accept the default of 0.

This digit is the first character of the SSCC code. You can also use it to identify the package type being
shipped in Packaging Code Maintenance. For more information, refer to Application Help topic: Packaging
Code Maintenance.

9. Click Save.

10. In the Default Sequences grid, in the Start Sequence field, enter 1.
The default sequence is where you define the serial reference start and end sequence.

11. In the End Sequence field, enter 500.

The Epicor application uses the Start Sequence and End Sequence numbers to generate the serial number
portion of the SSCC code.

12. Navigate to the Document Type sheet.

13. From the Available Document Type list, select XXX Packing Slip (where XXX are your initials) created in
the previous workshop.

14. Click the right arrow button to move it to the Assigned Document Type field.

15. Click Save.

16. Exit Legal Number Maintenance.

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Specialized Processes Shipping and Receiving Course

Packaging Code Maintenance

Use Packaging Code Maintenance to set up packing methods for shipments.

You can optionally use these codes to identify a unique Extension Digit for Serial Shipment Container Codes
(SSCC) generation based on Package Types.
Note The Packaging Code is not required to ship items, but you can use it for reference if necessary.

Menu Path
Navigate to this program from the Main Menu:
• Material Management > Shipping / Receiving > Setup > Packaging Code

Workshop - Create a Packaging Code

In this workshop, create a packaging code to identify a unique extension digit for SSCC code generation based
on package types.
Navigate to Packaging Code Maintenance.
Menu Path: Material Management > Shipping / Receiving > Setup > Packaging Code

1. Click New.

2. In the Packaging Code field, enter XXX-CNT (where XXX are your initials).

3. In the Description field, enter XXX-Container (where XXX are your initials).

4. In the UOM field, select Meter.

5. In the Length pane, select the Set Value option and enter 2.

6. In the Width pane, select the Set Value option and enter 2.

7. In the Height pane, select the Set Value option and enter 2.

8. In the Extension Digit field, enter 1.

This is used as the first digit of the SSCC code when shipping this package type.

9. Click Save.

10. Exit Packaging Code Maintenance.

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Customer Shipment Entry

After you set up the transaction document types, legal numbers, and packaging codes, you are ready to ship a
sales order with SSCC generation.

Workshop - Enter a Sales Order and Shipment with SSCC Generation

In this workshop, enter a sales order and ship it using SSCC generation.

Enter a Sales Order

Navigate to Sales Order Entry.
Menu Path: Sales Management > Order Management > General Operations > Order Entry
Tip The CRM menu path is: Customer Relationship Management > Order Management > General
Operations > Order Entry

1. From the New menu, select New Order.

2. In the Customer field, search for and select ADDISON.

3. In the Need By field, enter the date two days from today.

4. In the Ship By field, enter today's date.

5. In the PO field, enter purchase order number XXXX (where XXXX are the last four digits of your phone
number).

6. Click Save.

7. Navigate to the Lines > Detail sheet.

8. From the New menu, select New Line.

9. In the Part/Rev field, enter DCD-300-OR and press Tab.

10. In the Order Quantity field, enter 100 and press Tab.

11. Click Save.

12. Navigate to the Header > Detail sheet and record the sales order number ________.

13. Exit Sales Order Entry.

Ship Sales Order and Generate SSCC Code

Navigate to Customer Shipment Entry.
Menu Path: Material Management > Shipping / Receiving > General Operations > Customer Shipment Entry

1. From the New menu, select New Pack.

2. Navigate to the Header > Detail sheet.

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3. In the Ship Via field, select Container Ship.

4. In the Ship Date field, accept the default of today's date.

5. In the Packaging pane, click Type to search for and select XXX-CNT (where XXX are your initials).

6. From the New menu, select New Line.

The Lines > Customer Shipment Entry > Detail sheet displays.

7. In the Order Number field, search for and select the sales order you created in the previous section of this
workshop.

8. In the Line/Rel field, search for and select Line 1, Release 1.

9. Click Save.

10. Navigate to the Summary sheet.

11. From the Actions menu, select Legal Number > Assign Legal Number.
The legal number generated for this shipment displays in a new window. It also displays in the Legal Number
field on the Summary sheet.

12. To the message that displays, click OK.

13. Exit Customer Shipment Entry.

Subcontractor Shipment Entry

Use Subcontractor Shipment Entry to enter shipments to subcontractor suppliers for Work in Process (WIP)
parts that require outside processing. By entering the shipment, you can process the part movement when they
are outside your site and track the material shipped to subcontractors.

Menu Path
Navigate to this program from the Main Menu:
• Material Management > Shipping / Receiving > General Operations > Subcontractor Shipment Entry

Transfer Order Shipment

Use Transfer Order Shipment to enter the shipment of an inter-site transfer. This program is valuable when
you want to satisfy inter-site demand.
This program allows you to ship an existing transfer order entered in Transfer Order Entry in the Inventory
Management module; or, if your site definition allows it, you can use the Direct Shipment functionality on the
Actions menu to ship parts to another site without the benefit of an existing transfer order.
Use Receive Transfer Order to enter the receipt for the site that receives the parts on the transfer order.

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Menu Path
Navigate to this program from the Main Menu:
• Material Management > Shipping / Receiving > General Operations > Transfer Order Shipment Entry

Transfer Order Pick List

Use the Transfer Order Pick List report to produce a pick list for one or more transfer orders.
Menu Path: Material Management > Shipping / Receiving > Reports > Transfer Order Pick List

Master Pack Shipment Entry

Use Master Pack Shipment to combine separate pack IDs (master packs) into one master pack group to ship
as one shipment. You can select the shipment type for the master pack, but the pack is then restricted to only
shipments of that type.
Menu Path: Material Management > Shipping / Receiving > General Operations > Master Pack Shipment Entry
In addition, all pack IDs must have the same ship-to address as the first pack ID added.

Miscellaneous Shipment Entry

Use Miscellaneous Shipment Entry to enter packs for miscellaneous (non-billable) material. Use this program
to enter and print packs for the return of discrepant parts to a supplier from a Discrepant Material Report (DMR)
record.
Menu Path: Material Management > Shipping / Receiving > General Operations > Miscellaneous Shipment
Tracker
Packs entered in this program are not invoiced, but they are tacked in the Miscellaneous Shipments Tracker. You
can also insert references to orders, jobs, or projects.
Tip Use Customer Shipment Entry to enter shipments to invoice.

Miscellaneous Shipment Tracker

Use the Miscellaneous Shipment Tracker to review packs for miscellaneous (non-billable) material. Use this
tracker to view and print pack for the return of discrepant parts to a supplier from a Discrepant Material Report
(DMR) record.
Menu Path: Material Management > Shipping / Receiving > General Operations > Miscellaneous Shipment
Tracker
This is the read-only version of Miscellaneous Shipment Entry.

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Specialized Processes Shipping and Receiving Course

Pack Out

Pack out is a shipping method that allows carton level packing and grouping to add greater flexibility and control
to the current shipping process.
The Pack Out sheet provides more of a grocery store style packing system, which requires minimal mouse usage
if you require a fast accurate system to track carton contents. You can scan or enter the necessary fields (header
and detail) to completely pack or unpack a carton from one screen.
This functionality requires the Pack Out Processing license to be installed.

Manifest System
Pack Out functionality allows the Epicor application to integrate with a manifest shipping system. This creates a
seamless connection between your shipping process and global shipping providers, such as UPS® or FedEx®.

Container Tracking

The container tracking functionality provides the ability to track incoming containers from suppliers, as well as
update the status and due dates of all purchase orders along the way.
Overseas containers take several weeks to reach their destination and must pass through customs before being
loaded on a truck and sent to their final destination. Overseas transport costs are high relative to the purchase
value of the transported products; therefore, every container is packed to the maximum level and contain products
from one or many purchase orders.

Container Shipment Status Report

Use the Container Shipment Status Report to show the current status of container shipments.
Menu Path: Material Management > Shipping / Receiving > Reports > Container Shipment Status

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Shipping and Receiving Course Reports and Trackers

Reports and Trackers

This section describes additional reports and trackers available for the shipping and receiving processes.

Pick List for Jobs

Menu Path: Material Management > Shipping / Receiving > Reports > Job Pick List
Use the Pick List for Jobs to list material requirements for the jobs selected. You can include both inventory and
purchased materials. Inventory materials are listed in a format useful for entering issue quantities directly on the
report.
The Pick List for Jobs is a shopping list of the materials that need to be issued to the job. The pick list assists
warehouse personnel in locating and physically pulling the parts job assemblies require. The efficient use of pick
lists can maximize the speed with which parts are selected to complete a job or job assembly.

Part Tracker
Use the Part Tracker to access current information on parts in the database. This includes information such as
revisions, on-hand quantities, costs, locations, inspection, and planning data.
Menu Path: Material Management > Shipping / Receiving > General Operations > Part Tracker
You can use the Part Search feature to pull multiple part records into the Part Tracker. The tracker displays only
one part at a time. You cannot add or edit records in this tracker.
Numerous sheets are available in the Part Tracker. Many of them are read-only versions of sheets that display in
Part Maintenance. The Part Tracker also pulls in Quality Assurance information for the part.
Use the Part field context menu to access additional programs. If you enter a part number in the Part field before
you select a program from the context menu, the program automatically populates with that part number. You
can access the following programs from the Part field context menu:
• Part Entry
• Part Transaction History Tracker
• Part Display
• Part Advisor
• Part Search
• Purchase Advisor
• Time Phase
• Job Manager
• Available to Promise
• Part On Hand Status
Additional information is available from the Part Tracker Actions menu, including:
• Approved Suppliers
• Forecast
• Configurator
• Where Used
• Master Production Schedule
• Price List

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Reports and Trackers Shipping and Receiving Course

• Attachments
• Memos
• Change Logs
Tip To view inactive part records, create a special dashboard. To do this, copy the zPartTracker01 query
and change its filter settings to display parts that have the Inactive status. For more information, refer to
Application Help topic: Dashboard.

Part Transaction History Tracker

Use the Part Transaction History Tracker to view all the transactions that have occurred for a part. It provides
one place to view all part-related transactions. It also shows transaction information by user ID, which can prove
useful if a transaction occurs against a part by mistake.
To access the Part Transaction History Tracker, right-click in any Part field in the Epicor application and select
Open With > Part Transaction History Tracker.

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Shipping and Receiving Course Conclusion

Conclusion

Congratulations! You have completed the Shipping and Receiving course.

Epicor ERP | 10.0.700.2 41

 Additional information is available at the Education and
Documentation areas of the EPICweb Customer Portal. To access
this site, you need a Site ID and an EPICweb account. To create an
account, go to http://support.epicor.com.