The order number is included in the file names of the XML and PDF files that are sent via e-mail. If the order number contains characters invalid for file names (such as slash "/"), these will be replaced with hyphens "-" in the file name.You will find a general description of how to manage lists in MONITOR in the chapter Managing Lists in the System under General in the MONITOR Basics guide.
What Does This Procedure Do?
In this procedure, under the Create tab, you can create lists containing goods information for orders to dispatch to the receiver of the goods. You can also print a form as well as send the dispatch advice via e-mail or EDI.
You can create lists containing shipping information to advise to the shipping agent. The information is exported to a file which is then automatically sent via FTP to the shipping agent.
With a supplement to MONITOR you can print lists containing customs data and export to a file and load to a customs data system (external software).
In order to be able to load the shipment information here, you must first have created a shipment number for the selected source of info in the Print Shipping Documents procedure, and the shipping documents have to have been printed (status 4).
For you to be able to load the goods info here, the order rows must have been delivered (status 5 and 9).
Advice Settings
You should enter information regarding advice type and advising method for the goods receiver (customer, supplier/shipping agent, and warehouse, if used) to whom the advice is sent These settings are entered in the Update customer and Update supplier procedures, under the Info tab by clicking on the button Extra Info and under the Addresses etc. tab in the Company Info procedure (for warehouses).
With a supplement to MONITOR you can enter whether if any export of customs data will be made for customer and warehouse. These settings are entered in the Update Customer and Update Supplier procedures under the Info tab, under the Extra Info button, and under the Addresses etc. tab in the Company Info procedure (for warehouses).
In the Form Settings procedure in the Global Settings module you can select a number of form settings in the Shipping part of the procedure, for the forms Advice E-mail text, Advice fax and Dispatch Advice.
In the Form additional text procedure in the Global Settings module you can enter additional texts for the Dispatch advice form.
In the EDI Links procedure in the Global Settings module, you have to enter a link for the advice to the shipping agent if you wish to export shipment info to the shipping agent. There you also configure the link method, for example FTP-transfer. In the same way you configure an EDI link for EDI advising* to goods receiver and customs info for export*. Read more about how to enter this link in the manual for the EDI Links procedure.
(*Supplementary function).
What Update Options Exist for this Procedure?
There are no update options in this procedure.
Can Any Charts Be Displayed?
There are no charts or graphs available in these lists.
Window Functions
After the list/lists has been loaded onto the screen, there are different special window functions in the tabs as described below. Which tabs that are activated depend on the advice types that are selected in the create tab.
Send advice is used to export or send the blue highlighted rows in the list. The function has different contents depending on which tab that is active:
Under the Shipment info tab you export the information to a file which is automatically sent to the shipping agent via FTP according to the settings in the EDI Links procedure.
Under the Shipment info tab, the information is exported and can be sent to the goods receiver via e-mail, EDI or printed on a regular form. The setting Dispatch advice type, under the Extra info button under the Info tab in the Update Customer procedure, determines if the dispatch advice should be made via e-mail, EDI, fax or be printed.
When the dispatch advice is sent via e-mail to customer, an e-mail address for dispatch advice must be entered on the order. In the Update Customer procedure, under the Info tab, you enter the e-mail address that should be selected by default as the recipient of dispatch advices.
The dispatch advice is attached by default to the e-mail message. If XML files should be attached or not is determined by a setting under the button Attach XML file, under the Info tab in the Update Customer procedure. Customers who also use MONITOR can drag the XML file from the e-mail message and drop it in the Register Purchase Order procedure in order to register the dispatch advice. This function is part of the MONITOR-to-MONITOR feature.
The order number is included in the file names of the XML and PDF files that are sent via e-mail. If the order number contains characters invalid for file names (such as slash "/"), these will be replaced with hyphens "-" in the file name.
Under the Customs info tab (Supplement) you export the information to a special file according to the settings in the EDI Links procedure. The file is then imported in a customs data system (external software).
The To preview button in the Goods info tab is used in order to see a summary of the rows that are highlighted in blue.
The To selection button in the Goods info tab is used after the preview in order to go back to the selection list.
Read more about the other Window functions under Window Functions in the MONITOR Basics guide.
See also: