How to manage Transportation details and shipment pre-receipt in purchase shipment

By | February 22, 2021

As we all know that transportation services can be quite important for a country’s economy. With increasing levels of commercialization, the demand for goods and services has witnessed a steady increase. Transportation is an essential activity in the logistics function which provides the essential service of linking a company to its suppliers and customers.

Sage X3 has introduces the Freight container, Transport and Shipment pre-receipt function in Purchasing. In this blog we will see how to add purchase order in freight container and create a shipment with transport details.

New Stuff: – How to check the version and patch used for Sage X3

To add an order in the freight container kindly follow below steps:

Go to the Purchasing>> Shipments >> Open Freight Container screen.

Enter the site and suppliers and select the order from left list for which you want to create the freight details.

Fig : Freight Container

You can see in above screen that you can add details of container, Seal number, container ID weight etc. in the freight container screen.

Basically the management of freight containers is included in the logistics chain. Freight containers are used in the Shipments management in order to manage the Transportation of purchase orders to their delivery point.

In this function, select the lines of the orders to ship. It can be full orders for which you can decide to keep or discard the initially planned quantities. You can also pick a selection of lines and modify their initial quantity.
These lines can come from several orders, sites and suppliers, provided that they belong to the same legal company.

Note: – You cannot select order lines already associated directly with a shipment.

Now after creation of freight container for order, you can create the shipment for the freight container. For that you can select the Site and supplier and can select the respective freight container from the left list under the option “Container Selection”

Check below screen shot here you can see in the left list, the container which created using the order is listed in the list. Select that container to create the shipment.

Fig : Container selection in shipment

You can also select the Transport details in to the shipment >> Management tab

Fig : Transport select in shipment

This Transport detail you can add in to Transport scree and can select the generated transport no in to shipment. All the transport details added will be automatically fetched in to shipment screen once Transport no. will be selected.

To add the transport detail you can navigate to the Purchasing>> Shipments >> Transport

Fig : Transport screen

You can see in below transport screen that shipment details get fetched in to shipment tab as this transport no. is selected in to shipment.

Fig : Transport-Shipment detail

Sometimes as per the business requirement it is require to generate the pre-receipt on the basis of information provided by the suppliers. So sage X3 v12 introduced also the Shipment pre-receipt function using which you can update the planned receipt date and enter the quantities that will effectively be received. Pre-entering this information will contribute to the optimization of the supply process, help avoid stock shortages and notify customers of late or incomplete deliveries.

This function is only used to manage shipment pre-receipts concerning orders or containers.

To check the shipment pre-receipt navigate to Purchasing >> Shipments >> Shipment Pre-receipt screen.

Pre-receipt always apply to a shipment, therefore, you must pick the one you wish to pre-receive in the shipments selection list. All the information concerning this shipment is displayed on the screen. You then need to enter the information on the pre-receipt: pre-receipt date and pre-receipt quantity.

After all this process then you can create the final purchase receipt. The GL effects will be affected only after the final receipt and not pre-receipt.

This is how you can manage the transportation purchasing shipments using the information provided by suppliers.

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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

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