Defining Ship To Trading Partner information at the Warehouse level

  1. Select Facility and select a specific warehouse.
  2. Select Configuration > Trading Partner > Ship to to open the Ship To screen.
  3. Locate the Ship to customer in the list view, or use the Search feature to find a specific owner.
  4. Use the Lookup feature to access the Ship To detail view.
  5. Click the desired tab to view or enter the appropriate field information in the tabs.
    Note: These tabs are configured at the Enterprise level and are for viewing only:
    • General
    • Address
    • Billing Address
    • Miscellaneous
    The information in these tabs is configured and retrieved from the corresponding tabs in the Owner screen.

Labels tab

  1. Click the Labels tab and specify the appropriate information in the following fields:
    Use Ship To Id Control
    Determines if the outbound LPN Id generation rules are defined at the Ship To partner level. If On, the LPN generation fields defined on this tab may be used to generate LPN Ids (if not overridden elsewhere). If Off, the ship to partner LPN configuration fields are not considered.
    LPN Barcode Symbology
    Supported symbology used by the Ship To partner based on the Loftware server package used to print them.
    LPN Barcode Format
    Supported barcode format used by the Ship To partner.

    If you choose SSCC, the License plate number is the parsed combination of the following fields in order:

    • SSCC 1st Digit
    • UCC Vendor #
    • Next PALLETID (from Number Control) [nine (9) digits]
    • Check digit (calculated based on the previously mentioned digits)

      If you choose user-defined, the PALLETID (from Number Control) is used for the license plate number.

      Only available if the Use Ship To Id Control selection is On.

    LPN Length

    Length of LPN(s) allowed for the Ship To partner.

    If the LPN Barcode Format field is set to SSCC, the proper setting for this field is nine (9) based on current UCC standards. The acceptable length for user-defined numbers is 6-18. Only available if the Use Ship To Id Control selection is On.

    Application ID

    Application identifier of the LPN.

    This field is only active when the symbology you select is equal to UCC128. Only available if the Use Ship To Id Control selection is On.

    Default value: 00

    SSCC 1st Digit

    First digit to use for the SSCC format. This field is only active when the label format you select is equal to SSCC. Only available if the Use Ship To Id Control selection is On.

    Default value: 0

    UCC Vendor #

    Vendor number the UCC assigned to the Ship To partner. This field is only active when the symbology you select is equal to UCC128. Only available if Use Ship To Id Control is On.

    Standard Outbound Label Prefix
    Optional prefix for standard outbound LPN Ids (STD Case). Only available if the Use Ship To Id Control selection is On.
    Case Label Type
    Label type to be used when labels are generated during allocation. Available options include:
    • Empty (No Label Type override has been assigned for this Ship To partner
    • STD Case Labels
    • SGTIN Case Labels
    • SSCC Case Labels
    Outbound Labels Required to Ship
    Determines if outbound case labels must be printed before shipment orders may be shipped. Prevents shipping or warns the user if outbound case labels have not been printed. An empty field indicates that no override has been assigned for this Ship To partner.
    Outbound Labels Required for BOL
    Determines if outbound case labels must be printed before the Bill of Lading report may be printed. Prevents printing of the BOL or warns the user if outbound case labels have not been printed. An empty field indicates that no override has been assigned for this Ship To partner.
    Outbound Labels Level
    Determines which outbound labels will be printed (Inner, Outer, etc.). An empty field indicates that no override has been assigned for this Ship To partner.
    Outbound Labels Count Level
    Determines the level used when generating label counts (1 of N). For example, if the count level is Order, then the N count is the total label count for the Order. An empty field indicates that no override has been assigned for this Ship To partner.
  2. Click Save.

Owner Labels tab

  1. Click the Owner Labels tab.
  2. Select a label to view or click New to create a new owner/ship to label association.
    Label Type
    Type of label to be used. The Label Name and Label Type combination must be unique within the application. The label type can be selected from the drop-down list.
    Label Name
    Label names associated with the label type (see the previous field).
    Owner
    Valid Owner as defined in the owner table.
    Number of Copies to Print
    The number of copies to print for this owner labels override.
  3. Click Save.

Owner Reports tab

  1. Click the Owner Reports tab.
  2. Select a report to view or click New to create a new owner/ship to report association.
  3. Specify this information to configure specific report formats by ship to customer:
    Report Type
    The purpose of using this configuration is to print a version of these reports different from the standard report. The Ship To specific report configuration can also be defined on the Owner screen with the owner reports tab.
    Reports types available are:
    • Pick List
    • Packing List
    • Custom Shipment
    • Bill of Lading
    • Master Bill of Lading
    Report ID
    Select a valid report ID from the drop-down list. This list will only display reports that have been configured for the report type selected above. These are defined on the Reports Configuration screen.
    Owner
    Specify a valid owner the current report type applies to for this ship to. This is required.
    Email Recipient
    Select an option from the drop-down list to determine who should receive an email when the order or load reaches the specified status. The possible choices are:
    • None. An email will not be sent.
    • Email addresses listed. Specify the specific email addresses on the Email Address field.
    • Ship To email on Shipment Order. An email will be sent to the email address listed on the shipment order for the ship to (customer). This selection only applies to outbound type reports.
    • Contact 1 Email from Trading Partner Master. Send the email to the contact 1 email for the Ship To.
    • Contact 2 Email from Trading Partner Master. Send the email to the contact 2 email for the Ship To
    Email Addresses
    List the specific email address you want to send the notification to if needed. Use a comma between addresses when sending to multiple people.
    Number of Copies to Print
    Enter the number of copies of the report to print.
    Note: The email subject line and message body for a report or email specified on this screen will come from the inbound or outbound activity setting
  4. Click Save.

Processing tab

Click the Processing tab and specify the appropriate information in the following fields:

Require Reason Code for Short Shipment
Set this flag to block shipping of an order and require a reason code when the open quantity is decreased to lower than the original quantity.
Note: This flag can also be set at the Owner (Configuration > Trading Partner > Owner > Task).
Last Shipped Lot Control
Selection used to control order allocation based on the expiration date or manufacturing date of the previous product shipped to the customer. The available values are None (default), All Items, or Select Items. If you select either the All Items or Select Items value, product identified with an older expiration date or manufacturing date than the previous lot shipment to the customer is not selected during the preallocation and dynamic picking processes.
Ship to Group
Ship To group used for shipment order.
Allocation Lot Limit
Selection used to limit the number of lots allocated for a shipment order. The available values are No Limit (default) or Only 1 Lot. If you select No Limit, there is no limit to the number of lots shipped to a customer (unless other rules limit the lots shipped). If you select Only l Lot, the system checks - during the preallocation and dynamic picking processes - for the first lot with enough quantity to fully allocate the quantity on the shipment order detail. If there is not a lot available that fully allocates the quantity on the shipment order detail, the system checks for the lot with the most available quantity.
Minimum Shelf Life Override Percent
Selection used as an override for the specified normal shelf life on the item. This selection allows users to vary the shelf life differently by item without configuring and maintaining each item separately. The specified override percent is multiplied by the shelf life defined on the item to calculate the shelf life used for the order. The default value is 0 (zero) percent. For example, if a customer requires 10 percent more shelf life than the normally used amount of 300, the user specifies 110 (110 percent of the item standard) in this field. When the order is generated for the item and ship to, the shelf life on the order detail is 330.
Note: The override percent specified is only used is there is not an item specific setting defined for the owner, ship to, and item on the Lot Control by Ship To configuration.
Print SPS Return Label
Set this flag to prompt system to print an SPS Return Label with shipments.
Create Back Order during Close Process
This selection is used to determine if a back order is created during the close order process. The default value is Off (box is not selected).
Default Back Order Type

Order type associated with the order when the back order is created. The default value is Back Order.

Small Parcel

The small parcel fields are optional for Ship To trading partners. The fields are not used by the standard small parcel functionality, but a small parcel field value could be selected when creating an SPS API Override Strategy. For example, you can select Ship To as the Data Source and the Small Parcel Account Number field value as the Data Field value from the Data Source and Data Field drop-down lists respectively within an SPS API Override Strategy.

Small Parcel Account Number
The small parcel account number used by this Ship to trading partner.
Small Parcel Cost Center
The small parcel cost center used by this Ship to trading partner.
Print SPS Return Label
Selection that determines whether an SPS Return Label is printed (Yes) or not printed (No).
Default Dimension Unit
The default unit of measure (centimeters or inches) for small parcel dimensions.
Default Weight Unit of Measure
The default unit of measure (kilograms or pounds) for small parcel weight.
Default SPS API Override Strategy
Selection that determines the SPS API override strategy used for this ship to trading partner. Note that this field is optional; you only need to select a specific strategy for Ship To partners with special small parcel requirements. You may leave the field empty if there are no special rules.

Packing

Print Packing Validation Template Report
Select applicable value from drop-down menu to specify when or if a Packing Validation Template Report is automatically printed during the packing process.
  • None - Report is not printed. None is the default value.
  • Before - Report is printed before the packing process.
  • After - Report is printed after the packing process.
  • Both - Report is printed both before and after the packing process.
Print Packing List Report
Select applicable value from menu to specify when or if a Packing List is automatically printed during the packing process.
  • None - Report is not printed. None is the default value.
  • Before - Report is printed before the packing process.
  • After - Report is printed after the packing process.
  • Both - Report is printed both before and after the packing process.
Print Contents Report
Select applicable value from menu to specify when or if a Contents Report is automatically printed during the packing process.
  • None - Report is not printed. None is the default value.
  • Before - Report is printed before the packing process.
  • After - Report is printed after the packing process.
  • Both - Report is printed both before and after the packing process.
Auto Print Address Labels at Pack
Select the check box to turn on the automatic printing of address labels during the packing process. Default value is Off (box is not checked).
Auto Print Order Labels at Pack
Select the check box to turn on the automatic printing of order labels during the packing process. Default value is Off (box is not checked).
Packing Validation Template
Click the Lookup button to display the list of packing validation templates; select the desired template.

Pallet Exchange tab

Click the Pallet Exchange tab view pallet exchange data affecting this Ship To customer.
Pallet Exchange Type
The type of pallet exchange used by or assigned to this ship to customer.
Account Number
The account number used by or assigned to this ship to customer for pallet exchange.
Notes
Additional pallet exchange information used by this ship to customer.

Special Services tab

  1. Click the Special Services tab to view current special services by this owner.
  2. Click New to create a new special services for this owner.
  3. Specify this information:
    Carrier
    The carrier assigned to perform the special service.
    Special Service
    Indicates the type of special service used by the owner.
    Parameter Value
    Specify the specific data (a numeric value) to send to the system when this Special Service is used