Pre-Advice Entry
For entering a pre-advice manually, or if you open an EDI/VCIS pre-advice you will see the same screens, the EDI pre-advice will have more details completed and filled out and you may just be able to hit save straight away, manually entered pre-advices start with a blank form ready for information to be entered.
| Table of Contents |
|---|
Header Entries
All fields are mandatory, if your customer does not provide a PO number then consider using the current date and not just the same number each time.
Field
Notes
Customer Code
Enter the code or use the F11/F12 lookup
Site Code
Will default if the customer code exists only on a single site
Customer PO No
an alpha numeric code, avoid using symbols
Advice Date
Current date will default.
Delivery Type
See the listing below for details
Advice ID
There is a facility to attach documents to the pre-advice, this can be either through FLEX taking images when the goods arrive or it could be the importation/clearance documents which accompany the goods, you can scan those and then attach them to the pre-advice.
Delivery Type
| title | List of Delivery Types - Default listing |
|---|
Code
Description
Return to stock
Landed FOC
Int Xfer
Land reduced rate
Reduced %
Freeze On Receipt
PUR
PUR - Purchased Goods
RET
RET - Return from Delivery
TRUE
RWW
RWW - FOC ReWarehouse by Whse
TRUE
TRUE
100
RWC
RWC - ReWarehouse by Customer
RFC
RFC - Collection from Customer
TRA
TRA - Transfer Internal
TRUE
UNS
UNS - Unsure / Unknown
WKO
WKO - Works Order
XTR
XTR - External Transfer
CTO
CTO - FOC Customer Take on
TRUE
TRUE
100
STK
STK - FOC Stock Management
TRUE
TRUE
100
CAN
Cancelled Despatch Order
MON
Manufacturing On Site
TRUE
TRUE
MOF
Manufacturing Off Site
Supplier Details
There are three options to choose from
Use my details as supplier.
Use a saved supplier's details.
Type a new supplier (and then save that supplier to use next time).
| Note |
|---|
Use my details as supplier - This will determine some customs information, if you supply your own goods then you are not liable to sales tax on those purchases. and in declarations of supplier we will stipulate that the goods we sourced from yourself. It will also effect Intrastate reporting |
| Tip |
|---|
MANDATORY DETAILS - |
| Warning |
|---|
BE CAREFUL NOT TO USE THE CUSTOMERS OWN DETAILS UNLESS THIS IS THE TRUE SITUATION. |
Transport Details
This section is optional.
You can enter a transporter manually or you can look up the code, only those where the INWARDS flag is set will be shown.
This has no bearing on the final booking.
Pre-Advice
This is generally used for planning purposes and aids the warehouse in working out what is arriving, especially when making a booking for goods coming into the warehouse.
Expected Date - This can be any date in the future.
Container?/Container Number - Is it in a container and do you know the container number?
Slip Sheets in Use - Will the goods be on slip sheets (this is because special handling equipment is required)?
On Pallets - Will the goods be palletised, this helps the warehouse determine whether the goods can be mechanically removed from the vehicle or not.
Much of the time this information comes from the haulier, the customer ordering the goods is generally limited to knowing the expected date.
Shipment
| Tip |
|---|
This can only be pressed once the pre-advice is saved, and long after the entry is not on the SHIPMENTS form the information will remain within this area of the pre-advice. |
If you press the Shipment button you will be presented with the following form where you can enter details
Booking
When the warehouse creates a booking for this particular pre-advice, you will be able to find the information here in the Supplier & Shipper Details tab. To learn more about the booking, please click here.
