Record parts received, shipment date and location

Record shipment delivery date
You enter the shipment date and location, if you received a delivery of goods but it was not yet checked which of the ordered parts where received.

1.Go to menu "Procurement" > "Orders".

2.Select one or several orders (using the Shift- or Ctrl-key).

3.Click on "Set effective delivery date".

4.Enter the date, country and port or city of the delivery. There may already be a date and location from order "Planned Delivery" entered by the purchaser in office.

5.Click on "OK" .

You may also record the shipment arrival for one order into the shipment location tab, where you can see the whole tracking history of that shipment:

1.Select an order and open it with a click on "Details" or double-click.

2.Open the tab "Shipment location"

3.Click on "Set effective arrival date" and proceed as above.

An icon in front of the vessel name indicates whether the order was not assigned to the ship schedule in office , there is missing data , the delivery is before the arrival in port or after the arrival departure, or if the delivery is during port stay . To view the Ship schedule entry hover the mouse over the vessel name .

The order has now the status "Shipment received" and this status with date and location is visible in the office after synchronisation.

Additionally the shipment location will be set to the location of the effective arrival.

In both cases the delivery date and location are shown in the order tracking section in the office after the next synchronisation and in shipment location the location will be set to the one of the effective arrival (replacing the location of the planned arrival). On parts level the column "Port received" and date received (DRcv) will also show the location and date of the effective arrival, but the quantity received will stay empty.

You can delete a date that was entered by mistake with a click on "remove effective arrival date". The date and respective location will be removed from shipment location and on part level.

Record parts received

1.Go to menu "Procurement" > "Orders".

2.Select an order.

3.Double-click the order.

4.You may now:

•Enter the quantity received by part directly into the column QRcv.

•Mark all ordered parts as received by clicking "All received" .

•Select the date, city and port when and where the goods have been received. To do so, click on "Set delivery date" . The country and port will be pre-filled from the planned shipment data in the office Order tracking (if available) but can be changed if not correct.

5.Click "Save".

If there was no "Effective arrival date" entered (see above), the shipment location will be set to the location of the earliest delivery date on part level.

The delivery date may be removed with a click on "Remove delivery date".

Automatic stock update

NOTE: on "Save" action the ROB values are automatically updated by the amount in "QRcv" (quantity received) amount.

Stock units

If the unit of ordered items is not matching the unit in the stock, the system will ask to enter the conversion rate. For example if qty ordered was 3 "Can" and in stock the unit is "ltr." then the crew has to define how many liters the 3 cans contain.