Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation on how to review and correct Inventory Shipping Exceptions in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the review and correction of all Inventory Shipping Exceptions in NCFS which will enable you to review, correct, and prevent delays in shipping orders. These shipments have already been Pick Confirmed and moved to the warehouse staging areas.
Reviewing Inventory Shipping Exceptions
To review inventory shipping exceptions in NCFS, please follow the steps below. There are 8 steps to complete this process.
Step 1. On the Home page, under the Tools tab, click the Inventory Management app.
Step 2. Under the Task Menu, select Shipments from the Show Tasks drop-down list.
Step 3. Click Manage Shipments.
Step 4. Under Advanced Search, select Before in the Initial Ship Date and select today’s date and click OK.
Step 5. Select Show only exceptions from the Exceptions drop-down menu.
Step 6. Click Search.
Step 7. Click the Red X beside the shipment number to see the Shipping Exception details.
Step 8. The Review Shipping Exceptions screen will provide details about the shipment line that has a shipping exception.
Locating and Researching the Transfer Order Number Related to the Shipment with Exception(s)
To locate and research the transfer order number related to shipments and exceptions in NCFS, please follow the steps below. There are 9 steps to complete this process.
Step 1. Navigate to Inventory Management, under the Task Menu select Shipments and then Manage Shipment Lines.
Step 2. Select Before and enter Today’s Date in the Scheduled Ship Date field.
Step 3. Enter the Exception Name from the Reviewing Shipment Exceptions screen into the Exception Name field.
Step 4. Click Search.
Step 5. Find the Item number that matches the Shipping Exception Item number. Write down the Order number.
Step 6. Navigate back to Inventory Management, under the Tasks menu select Inventory and then Manage Transfer Orders.
Step 7. Enter the Transfer Order number in the Transfer Order field and change Line Status to blank and click Search to see the Transfer Order Lines.
Step 8. Click the Transfer Order number to view more details.
Step 9. Review the Transfer Order Details.
Correcting/Updating Inventory Shipping Exceptions
To correct/update inventory shipping exceptions in NCFS, please follow the steps below. There are 7 steps to complete this process.
Step 1. Navigate back to Manage Shipment Lines.
Step 2. Under Advanced Search, select Before in the Initial Ship Date and select today’s date and click OK.
Step 3. Select Show only exceptions from the Exceptions drop-down menu.
Step 4. Click Search.
Step 5. Click the Red X beside the Shipment number to see the Shipping Exception details.
Step 6. Update the Status from Open to Closed.
Step 7. Click Save and Close.
Move Inventory Item(s) from Staging Area Back to Preferred Stock Location (PSL) Area
To move inventory item(s) from staging area back to preferred stock location (PSL) are in NCFS, please follow the steps below. There are 9 steps to complete this process.
Step 1. Navigate to Inventory Management and select Create Subinventory Transfer from the Tasks menu.
Step 2. In the Type field select Subinventory Transfer.
Step 3. Click the Add icon to add a line.
Step 4. Enter the Item Number and press tab.
Step 5. Enter the Staging Area in the Source Subinventory Area field. The Available and On-Hand Quantity’s should have enough quantity for the transfer.
Step 6. Enter the Preferred Stock Location (PSL) Area in the the Destination Subinventory field.
Step 7. Enter the Quantity from the Shipping Exception in the Quantity field.
Step 8. Click Submit.
Step 9. A Confirmation pop-up window will appear, Click OK.
Wrap-Up
Perform various tasks around Inventory Shipping Exceptions using the steps above in NCFS.
Additional Resources
- Virtual Instructor-Led Training (vILT)