Outbound operations


The outbound process in warehouse management begins when sales or transfer order lines are picked, creating output orders and shipments.

Confirm outbound shipments from batch jobs

You can set up batch jobs for ready-to-ship loads that automatically confirm outbound shipments. The system runs a process that updates the transfer order shipments for load lines related to transfer orders. However, to update the outbound costs associated with sales orders, an operator must manually run a sales packaging slip update from the load.

Enable the Confirm outbound shipments from batch jobs feature

To use this feature, request to have it added to your system. Administrators can use the Feature management workspace to check the feature status and enable it as required. The feature appears as follows:

  • Module - Warehouse management
  • Feature name - Confirm outbound shipments from batch jobs

Process outbound shipments

When the Confirm outbound shipments from batch jobs feature is enabled, use the following steps to set up a scheduled batch job to run the outbound shipment confirmation for loads that are ready to ship:

  1. Go to Warehouse management > Periodic tasks > Process outbound shipments.

  2. The Confirm shipment dialog box opens. On the Records to include FastTab, select Filter.

  3. The query editor dialog box opens. On the Range tab, add a row with the following values:

    • Table - Loads

    • Derived table - Loads

    • Field - Load status

    • Criteria - Loaded

      Screenshot of the query editor where the Loads field is highlighted.

  4. Select OK to return to the Confirm shipment dialog box.

  5. On the Run in the background FastTab, set Batch processing to Yes.

  6. On the Run in the background FastTab, select Recurrence.

  7. The Define recurrence dialog box opens. Set the run schedule as needed for your business.

  8. Select OK to return to the Confirm shipment dialog box.

  9. Select OK on the Confirm shipment dialog box to add the batch job to the batch queue.

Outbound menu items and menus

To use outbound functionality in the mobile device, menu items and menus must first be created. Use the following procedure to configure those items in the Menu items page.

  1. Select work mode
  2. Use existing work
  3. User directed/system directed
  4. Work class

Small parcel shipping (SPS)

When you ship individual sales orders via commercial shipping carriers, a feature for Small parcel shipping (SPS) is available. When enabled, Supply Chain management can interact directly with shipping carriers through Application program interfaces (APIs). Work with your shipping carrier to generate rate engines; then, when you are ready to ship, Supply Chain Management communicates the details to the carrier, and you will receive a shipping label, rate and tracking number from the carrier. The shipping rate is then added to the sales order as a charge and the label can be printed using Zebra programming language (ZPL).

Enable SPS

To enable SPS, go to the Feature management workspace and enable it as follows. For more information on feature management, see Feature management overview.

  • Module - Transportation management
  • Feature name - Small parcel shipping

Rate engines

To test the SPS functionality, you must download demo rate engines from GitHub. To download the demo rate engines that Microsoft has provided, follow these steps:

  1. On GitHub, download the dynamic-link library (DLL) for the demo rate engine.
  2. On your Supply Chain Management server, save the DLL in the \AOSService\PackagesLocalDirectory\ApplicationSuite\bin folder.

For more information about deploying rate engines, see Create a new transportation management engine and Set up transportation management engines.

After you’ve created and deployed the rate engines, you will need to configure them. To configure the rate engine, follow these steps:

  1. Go to Transportation management > Setup > Engines > Rate engine.

  2. On the Action Pane, select New to add a row to the grid.

  3. In the new row, set the following fields:

    • Rating engine – Enter a unique name for the rate engine.
    • Name – Enter a short description of the rate engine.
    • Rating metadata ID – Select the basis that should be used to calculate your rate. For example, your rate might be calculated based on distance.
    • Engine assembly – Enter the file name of the DLL package that you deployed. If you're using the demo rate engine, enter TMSSmallParcelShippingEngine.dll.
    • Engine class – Enter the class name that was established for your rate engine. If you're using the demo rate engine, enter TMSSmallParcelShippingEngine.SmallParcelShippingRateEngine.

    Screenshot of the Rate engines page.

  4. Next, you must set up carriers, container packing policies, packing profiles, and a customer to use the SPS carrier. See Small parcel shipping for a scenario that demonstrates how to configure the additional functionality and validates the process using a sales order.