Shipper Data Utility

You can run this utility to fix several kinds of data issues related to sales order shippers.

The Shipper Data Utility page has three options:

• Fix Order/Ship Quantities

  This option looks at the sales order entered to rebuild make, buy, and stock quantities and the shipped and to ship quantities for each sales order line item. This is the option you would run when you are unable to ship a sales order because the supply orders for this demand are not linked properly.

• Fix Invoiced Quantities

  This option looks at invoiced items in the AR items table and fixes invoiced quantities in sales order and shipper tables for each line item. This is the option you would run when you are unable to invoice a sales order shipper.

• Remove Shipped Goods Not Invoiced

  This option sets the selected shippers to a status of invoiced, thus removing them from the Shipped Goods Not Invoiced report. Use this option to clear a shipper that you do not intend to invoice so that it will not show up in the selection of available shippers to invoice.

To Fix Oder/Ship Quantities

1. Open the Shipper Data Utility page.

   1. Select Utilities > Maintenance > Data Utilities > Shipper Data Utility.

      Or

   2. Search for Shipper Data Utility in the Navigation box and select Shipper Data Utility.

      Shipper Data Utility page appears.

2. In the Utility Options list, select FIX ORDER/SHIP QUANTITIES.

   {b} {color #000000} Note: {/color} {/b} The Document type field has the default value set as Single SO.

3. In the SO Number field, type the sales order number.

   Or, click the SO Number lookup reference, and select the sales order from the Lookup for Sales Order window.

   {b} {color #000000} Tip: {/color} {/b} You need to enter a valid document number. Or it will throw errors in the Audit file.

4. On the Toolbar, click Execute.

   A message Preparing to Repair Data. Proceed? appears.

5. Click Yes to continue to the data correction.

   Click No to exit.

   When the data correction is done, A message Process is completed. Do you want to download the Audit file? appears.

6. Click Yes to download the audit file.

   Click No to exit.

   {b} {color #000000} Tip: {/color} {/b} If you want to download the audit file for the last audit run any time later, click Audit on the Toolbar.

To Fix Invoiced Quantities

1. Open the Shipper Data Utility page.

   1. Select Utilities > Maintenance > Data Utilities > Shipper Data Utility.

      Or

   2. Search for Shipper Data Utility in the Navigation box and select Shipper Data Utility.

      Shipper Data Utility page appears.

2. In the Utility Options list, select FIX INVOICE QUANTITIES.

   {b} {color #000000} Note: {/color} {/b} The Document type field has the default value set as Single SO.

3. In the SO Number field, type the sales order number.

   Or click the SO Number lookup reference and select the sales order from the Lookup for Sales Order window.

   {b} {color #000000} Note: {/color} {/b} You need to enter a valid document number. Or it will throw errors in the Audit file.

4. On the Toolbar, click Execute.

   A message Preparing to Repair Data. Proceed? appears.

5. Click Yes to continue to the data correction.

   Click No to exit.

   When the data correction is done, A message Process is completed. Do you want to download the Audit file? appears.

6. Click Yes to download the audit file.

   Click No to exit.

   {b} {color #000000} Tip: {/color} {/b} If you want to download the audit file for the last audit run any time later, click Audit on the Toolbar.

To Remove Shipped Goods Not Invoiced

1. Open the Shipper Data Utility page.

   1. Select Utilities > Maintenance > Data Utilities > Shipper Data Utility.

      Or

   2. Search for Shipper Data Utility in the Navigation box and select Shipper Data Utility.

      Shipper Data Utility page appears.

2. In the Utility Options list, select REMOVE SHIPPED GOODS NOT INVOICED.

3. In the Document type list, you can select one of the following options

   • Single Shipper: Select this option to move a single shipper to the invoiced status.

     1. Type the shipper number in the Shipper field.

        Or

     2. Click the Shipper lookup reference and select the shipper from the Lookup for Shipper window.

   • Shipper Range: Select this option to move a range of shippers to the invoiced status. Selecting this option enables the From and To fields.

     1. Type the first and last value of the shipper range in the From and To fields.

        Or

     2. Select the first and last value of the shipper range from the From and To lookup reference.

4. On the Toolbar, click Execute.

   A message Preparing to Repair Data. Proceed? appears.

   {b} {color #000000} Note: {/color} {/b} You need to enter a valid document number. Or it will throw errors in the Audit file.

5. Click Yes to continue to the data correction.

   Click No to exit.

   When the data correction is done, A message Process is completed. Do you want to download the Audit file? appears.

6. Click Yes to download the audit file.

   Click No to exit.

   {b} {color #000000} Tip: {/color} {/b} If you want to download the audit file for the last audit run any time later, click Audit on the Toolbar.