JAIX WMS - Ex WH Deliveries

Creating Consignments / Jobs from WMS

Branch Setup

JAIX WMS > Tool > System Setup > Sites – General

Select the Freight Branch required for CNs or Jobs to be created in. If not set, Consignments or Jobs will be created in the respective branch – e.g. Consignments created from WMS Adelaide Branch will be created in the Freight Adelaide Branch.

Customer Setup

JAIX WMS > Customers > Customers – Open Customer Record >

Put / Pick Consignment Settings
Create Into Freight	Select Consignment, Jobs or None to determine the record type created into Freight from WMS Dockets
Use Measure Quantity for CN Item Qty	When a Consignment / Job is created for measured products the Consignment detail line Item field will be set to the Measure Quantity (eg. Quantity in Metres)
Create PUP	Enable to Create a Pickup as well as the above specified record
For Local Only	If Create PUP is enabled, a Pickup will only be created if the job is local.
Use Docket No as Consignment No	Uses the WMS Docket number for the CN/Job number
Requires Despatch Date	Despatch Date must be set in WMS for a CN / Job to be created
Auto Validate Consignments	Consignments will be automatically be Validated when created into Freight
Set CN Sender Ref. to Docket Order Number	The WMS Docket Order Number will be populated into the CN / Job 'Sender Reference' field
Set CN Receiver Ref. to Docket Invoice Number	The WMS Docket Invoice Number will be populated into the CN/Job 'Receiver Reference' field
Set CN Details Ref as Serial	Sets the 'Detail Ref' on the CN to the Serial Number listed for a Product if available.
Default Consignment Receiver / Sender	Select the Receiver or Sender to be used as Default on CNs/Jobs created from WMS.
Default Charge To	If the CN is not to be charged to the WMS Docket Charge To Account by default, a different Customer can be selected here
Put / Pick Consignment Detail Settings
Set CN Detail Ref as Serial	Product Serial Numbers will be set into the CN / Job Detail Line 'Detail Ref' Field. Note that a new detail line will be created for the CN/Job for each serial number found on the WMS docket
Detail Grouping	Products with a like Freight Unit will be grouped into a single CN Detail Line (where the above setting is enabled, and products are Serialised, a single line would still be created for each unique Serialised Product)

WMS to Freight Detail Line Creation

A new CN/Job Detail line will be created for each Docket Product on the Docket Main screen on the WMS Docket. If the same product code is added on the docket multiple times, a new CN/Job detail line will be created for each time the product appears, however multiple Docket Item lines in the Stock Details window against a Docket Product will be consolidated to a single CN/Job detail line.

This behaviour can be changed with the Consignment Detail Settings Options in Put and Pick Consignment Settings on the Customer Record as shown above.

When Set CN Detail Ref as Serial is enabled a new CN/Job Detail line will be created for each Serial number found on the docket, even if these are found against the same Docket Product.

If using detail grouping, a new CN/Job line will only be created for each Freight Handling Unit. Freight handling units in Freight can be matched either directly from;

The Product Handling unit of Measure selected on the docket
From Global or Customer level settings for UOM to Freight Conversions found in Tools > System Setup > Global - Units of Measure
On Customer Records under WMS-Units of Measure.

Please see Add a new Debtor level WMS UOM to Freight Unit conversion for more information on Freight Unit conversion.

Dockets

JAIX WMS > Operations> Pick and Put Dockets

Select Create Ex WH Delivery (create PUP is enabled) or Create CN (create PUP is disabled) to create a CN or Job (as per Customer Settings)

The CN / Job will be created in the specified Freight Branch as per Branch Setup using the details specified on the docket

Template Defaults

Branch Level

Branch Level Template Defaults can be set for Freight Labels in WMS >Tools > System Setup

Customer Level Template Defaults

Default Form Templates can be set at Customer Level on the Customer Record. Enabling the check box next to any form template will set that document to print when Print > Customer Defaults is selected from a Put or Pick Docket.

When printing Consignment Notes from WMS, if no Consignment / Job has been created into Freight the Consignment Note Label Template from within WMS will be used. Once a CN or Job is linked to Freight, printing the CN note will use the CN Template from Freight.