PO –PO Expediting

 

PO Expediting is the process, which takes place after PO is issued to a Vendor. This involves maintenance of following set of information:

Transit Information

Warehouse Information

 

PO Expedite allows you to:

· Add Transit Information

· Add Warehouse Information

· View Ship Schedule

· View PO

· Print PO

 

Following users can access the screen functionality in read or write mode based on their profiles-

·           Customer Freight Forwarder, Customer Agent and Customer Consignee have Read-only Access rights to this screen

·           Customer Super Admin, In-house Customer Expeditor and External Customer Expeditor have read and write access rights to this screen.

 

Invoking the screen

 

To go to the screen, click the Purchase Order on the main menu and select Expedite PO.

Select the relevant POs from the information grid and click the Edit button.

 

Main Menu > Purchase Order > Expedite PO > Edit button

 

Screen layout

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Figure ExpeditePO 03

 

 

 

 

 

View the following fields in Ship Information Section

Ship Number label

This indicates the ship number entered while raising the requisition.

 

Ship Name label

This indicates the ship name entered while raising the requisition.

 

Requisition Number label

This indicates the requisition number that you selected in the previous step.

 

View and Edit the following fields in PO information section

 

PO Number label

This indicates the PO Number.

 

PO Creation Date label

This indicates the date when PO was created.

 

PO Status label

This indicates the status of PO.

 

PO Pieces label

This indicates the total number of pcs in the PO as given by the vendor.

 

PO Weight label

This indicates the total weight of items in the PO as given by the vendor.

 

Unit of Weight label

This indicates the unit of measure used to measure the total weight of items in PO.

 

Approver Name label

This indicates the name of the user who approved the Purchase Order.

 

Expediting Status dropdown

This indicates the PO Expediting status. You can change this by selecting one of the other options namely ‘Cancelled’, ‘Completed’, ‘Customs Cleared’, ‘Delivery on board’, ‘In house Expediting’, ‘In Transit’, ‘On Hand’, ‘On Hold’, ‘On Schedule’, ‘Open’, ‘Past Due’, ‘Pending’, ‘Pick Up’, ‘Released’, ‘Revised Due Date’.

 

Expediting Status last changed on label

This indicates the date when expediting status was last changed.

 

Receiving Status label

This indicates the PO receiving status.

 

Edit following fields in the Workflow User Information section

 

Workflow User id textbox

This indicates the workflow user. Click the button to the right of the textbox to access the Select Workflow User popup from where you can select the relevant id. The pop up displays all the active users of the customer. Maximum length allowed for the field is 10.

Workflow User Name label

This indicates the corresponding workflow user name. This field gets populated with the workflow user name when the user selects a workflow user id from the popup in the earlier step.

Review Required checkbox

This checkbox, if checked indicates that workflow user review is required.

 

Workflow User Reviewed checkbox

This checkbox, when checked indicates that workflow user has reviewed the PO.

 

 

View and Edit the following fields in Vendor and Delivery information section

 

Mode of Transport Name  label

This indicates the mode of transport name as given by the vendor.

 

INCO Terms label

This indicates the INCO terms as given by the vendor.

 

INCO Delivery Place label

This indicates the INCO delivery place as given by the vendor.

 

INCO Terms Port Name label

This indicates the INCO port name as given by the vendor.

 

To Port label

This indicates the delivery port as given by the vendor.

 

To Port Requested Date

This indicates the delivery date as given by the vendor.

 

To Port Actual Date

This indicates the last receiving date for either warehouse or transit information, if exists.

 

Vendor link button

This indicates the name of vendor to whom PO has been issued. Click the link button to view the vendor details.

 

Vendor Requested Date

This indicates the vendor ready date.

 

Vendor Actual Date

This indicates the latest date from date picked up/shipped by vendor for transit information.

 

Received at Forwarder link button

This indicates the freight forwarder name for the PO. Click the link button to view the freight forwarder details.

 

Received at Forwarder Actual Date

This indicates the last arrival date for either warehouse or transit information, if exists.

 

Received at Consignee link button

This indicates the consignee name for the PO. Click the link button to view the consignee details.

 

Received at Consignee Actual Date

This indicates the date at forwarder from transit information.

 

Text comment

Click the button to the left of text comment field to append the comment.

 

View following fields in Warehouse information section

 

User Name label

This indicates the name of the user who is adding warehouse details.

 

Last Event Number label

This indicates the sequence number for warehouse entries made.

 

Type label

This indicates the transit type selected while adding warehouse details.

 

To view Warehouse details

 

Click the View link in the Select column.

 

To edit Warehouse details

 

Click the Edit link in the Select column

 

View the following fields in Transit information section

 

User Name label

This indicates the name of the user who is adding transit details.

 

Last Event Number label

This indicates the sequence number for transit entries made.

 

Shipment Type label

This indicates the shipment type selected while adding transit details.

 

To view Transit details

 

Click the View link in the Select column.

 

To edit Transit details

 

Click the Edit link in the Select column

 

To add transit details

 

Click the Add Transit link to add or edit transit information. 

 

To add warehouse details

 

Click the Add Warehouse link to add or edit warehouse information. 

 

To view ship schedule

 

Click the Ship Schedule link to view the ship schedule.

 

To view PO

 

Click the View PO link to view the PO details.

 

To print PO

 

Click the Print PO link to print the PO.

 

 

To save PO

 

Click the Save button to save the PO.

 

To navigate across PO

 

If you have selected more than one purchase order from the Search screen, the Next and Prev button become visible on the PO Expedite page.

On Click of the Next button , Details pertaining to the next PO are displayed

On Click of the Prev button, Details pertaining to the previous PO are displayed

 

To go back to Search screen

 

 

Click the Cancel button to go back to PO Search screen

PO Expedite – Add Transit Details

 

Invoking the screen

 

 

To go to the screen, click the Purchase Order on the main menu and select Expedite PO.

Select the relevant POs from the information grid and click the Edit button . On the PO Expediting page click the Add Transit link button.

 

 

Main Menu > Purchase Order > Expedite PO > Details button > Add Transit Link

 

Screen layout

 

 

Figure ExpeditePO 04

 

 

View the following fields in Transit details section

 

From Vendor label

This indicates the vendor name to whom the  PO has been issued.

 

Revised Vendor Ready Date label

This indicates the vendor ready date given by the vendor.

 

Delivery Date label

This indicates the delivery date given by the buyer.

 

Delivery Port label

This indicates the delivery port given by the buyer.

 

Revised Delivery Date label

This indicates the delivery date given by the vendor.

 

Revised Delivery Port label

This indicates the delivery port given by the vendor.

 

Consignee label

This indicates the consignee name for the PO.

 

Mode of Transport label

This indicates the mode of transport name as given by the vendor.

 

Edit the following fields

 

Date at Forwarder

 

Date picked up/shipped by vendor

 

Carrier textbox

This indicates the name of company through which items are coming.

 

Shipment Type dropdown

This indicates the shipment type. It can have following values: ‘Air’, ’Land’, ’Sea’.

 

Master Way Bill textbox

This indicates the master air waybill.

 

House Way Bill textbox

This indicates the house air waybill.

 

MAWB PCS textbox

This indicates the total pcs in the master air waybill.

 

MAWB WT textbox

This indicates the total weight in the master air waybill.

 

MAWB WT UOM dropdown

This indicates the unit of measure of mawb weight.

 

HAWB PCS textbox

This indicates the total pcs in house air waybill.

 

HAWB WT textbox

This indicates the total weight in house air waybill.

 

HAWB WT UOM dropdown

This indicates the unit of measure of hawb weight.

 

Airport/PortCode from textbox

This indicates the airport/port code from where items were sent. Click the button to the right of the textbox to access the Search Port  popup from where you can select the relevant airport/port code.

 

Airport/Port Name from label

This indicates the Aairport/port name from where items were sent. It gets populated by the corresponding airport/port name if you have chosen a airport/port code from the Search Port popup.

 

Airport/PortCode To textbox

This indicates the airport/port code where items will be received. Click the button to the right of the textbox to access the Search Port popup from where you can select the relevant airport/port code.

 

Airport/Port Name To label

This indicates the airport/port name where items will be received. It gets populated by the corresponding airport/port name if you have chosen a airport/port code from the Search Port  popup.

 

Flight Number textbox

This indicate the flight number if shipment type is ‘Air’.

 

Departure/Sailing Date textbox

This indicates the date when items were departed.

 

Vessel Name textbox

This indicates the vessel name when shipment type is ‘Sea’.

 

Arrival Date textbox

This indicates the date when items are received. Select the relevant date by using the calendar control button to the right of the arrival date textbox.

 

Arrival Time textbox

This indicates the time when items are received.

 

To save transit information

Click the Save button   to save the information.

 

To cancel the operation

Click the Cancel button   to cancel the operation and return to the PO Expediting screen.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PO Expedite – Add Warehouse Details

 

Invoking the screen

 

To go to the screen, click the Purchase Order on the main menu and select Expedite PO.

Select the relevant POs from the information grid and click the Edit button . On the PO Expediting page click the Add Warehouse link button.

 

 

Main Menu > Purchase Order > Expedite PO > Details button > Add Warehoue Link

 

Screen layout

Figure ExpeditePO 05

 

 

 

View the following fields in the Warehouse Details section

 

From Vendor label

This indicates the vendor name to whom PO has been issued.

 

Revised Vendor Ready Date label

This indicates the vendor ready date given by the vendor.

 

Delivery Date label

This indicates the delivery date given by the buyer.

 

Delivery Port label

This indicates the delivery port given by the buyer.

 

Revised Delivery Date label

This indicates the delivery date given by the vendor.

 

Revised Delivery Port label

This indicates the delivery port given by the vendor.

 

Consignee label

This indicates the consignee name for the PO.

 

Mode of Transport label

This indicates the mode of transport name as given by the vendor.

 

Date at Forwarder

This indicates the date entered while adding Transit details.

 

Edit following fields in the Add Warehouse screen

 

Transit Type dropdown

This indicates the transit type. It can have following values: ‘Confirmation with Vendor’, ‘Received at Warehouse’.

 

Port Code textbox

This indicates the airport/port Code where items will be received. Click the button to the right of the textbox to access the Search Port popup from where you can select the relevant airport/port code.

 

Port Name label

This indicates the Airport/Port Name where items will be received. It gets populated by the corresponding airport/port name if you have chosen a airport/port code from the Search Port  popup.

 

Master Way Bill Number textbox

This indicates the master air waybill.

 

MAWB Number of Pieces/Cartons textbox

This indicates the total pcs in the master air waybill.

 

MAWB Weight textbox

This indicates the total weight in the master air waybill.

 

MAWB Weight UOM dropdown

This indicates the unit of measure of MAWB weight.

 

MAWB Volume textbox

This indicates the total volume in the master air waybill.

 

MAWB Volume UOM dropdown

This indicates the unit of measure of MAWB volume.

 

House Way Bill Number textbox

This indicates the house air waybill.

 

HAWB Number of Pieces/Cartons textbox

This indicates the total pcs in house air waybill.

 

HAWB Weight textbox

This indicates the total weight in house air waybill.

 

HAWB Weight UOM dropdown

This indicates the unit of measure of HAWB weight.

 

HAWB Volume textbox

This indicates the total volume in house air waybill.

 

HAWB Volume UOM dropdown

This indicates the unit of measure of HAWB volume.

 

Received Date textbox

This indicates the date when items are received. Select the relevant date by using the calendar control button to the right of the received date textbox.

 

Received Time textbox

This indicates the time when items are received.

 

To save warehouse information

 

Click the Save button   to save the information.

 

To cancel the operation

Click the Cancel button   to cancel the operation and return to the PO Expediting screen.