Page Comparison

Image RemovedImage Added

Pre-Advice Entry

---

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

Expand
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 & Shipper Details

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 - The minimum details required are Supplier Name, Address Line1, Town, and Country.

Warning
BE CAREFUL NOT TO USE THE CUSTOMERS OWN DETAILS UNLESS THIS IS THE TRUE SITUATION.

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

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.

Order Item Details

Entry in this screen is generally limited to the details lines, there are however two areas at the bottom with additional information, neither of which can be amended by the users.

Customer Notes

Information within this can only be provided by customers using the EDI pre-advice, it is solely for information and is printed on some customer's check sheets.

Duty Stamps

When a duty stamp order is processed to place duty stamps onto a batch of stock then the numbers for the stock will appear in the duty stamps area on the bottom right.

Image Removed

Pre-Advice Requirements

Image Removed

The fields on the form should contain the information below:

Field

Notes

Auto Fill from
Product Code

Required

Product

Product Code field

If entered then the product will be looked up and if it does not exist you will be presented with the options to

• CREATE (NOT using system products)

• FIND (using system products for the customer)

NA

No

Type

The Type of Product

YES

YES

COO

Country Of Origin of the product

YES

YES

Brand

Producer / Manufacture or Brand of the product

YES

NO

Description

The basic description of the product (do not include information which is in another field below

YES

YES

Year

Year or Vintage of the item, this needs to be either

YYYY or NA or NV

YES

YES

SPC

Singles per Case - you must have at least 1

YES

YES

SS (L)

Single Size - It is the size of the item,

This needs an entry, even if it is showing as 1

YES

YES

E Pallets/E Cases/E Singles

These are the quantity fields of what to expect for this delivery into the warehouse.

NO

YES, at least one of them

Excise Duty Paid

Are the goods arriving Duty Paid, if so then tick this box

Default is No

NO

NO

Loose

Are the goods expected to be loose, warehouses charge additional handling charge for loose goods (default is No)

NO

NO

CR

Condition Report required. (Default as per set up against the Delivery Type)

This will enter a condition report request automatically when the goods are received, this report will then have to be actioned

NO

NO

Image Removed

If a basic picture has been taken through FLEX at goods inwards process then it will be linked and shown here.

NO

NO

Button Options

The section below describes the button options which you can see around the pre-advice page:

Image Removed

Image Removed

LOAD SO

If your inbound goods are a Transfer, this will open the linked Sales Order for the inbound transfer.

RESET LAYOUT

If you adjust the columns on the details pages, that is usually saved for future use. However, if you want to reset this to the default click the RESET LAYOUT function.

Put Away Note

Produces the Put Away Note, usually printed after the goods have been offloaded, checked and updated on the WMS.

In the Order Item Details tab, while creating or updating a pre-advice entry, you can change the Year(Vintage), which is different from the product record so that these are then consistent with the other goods in notes. If product P has set the ‘Year' field value to NV, you can change this field value in Pre-Advice, and when you click ‘Put Away Note’ and take printout this updated value will be shown in the 'Year’ column.

Image Removed

The pre-advice will give warning signs to the user of a difference between pre-advice & product attributes in Bond Details rather than earlier in the process. Warnings will be visible against each of the fields in the Order Item Details tab grid.

Image Removed

Check Sheet

This button produces the check sheet for the goods inwards and is used at the point when the goods are being offloaded from the vehicle.

Expand
title Click Here To Know More...
You can receive a check sheet by going to your Pre-Advice and clicking the Checksheet button. You can take a printout of it if you need one. If the booking is made for this pre-advice, a booking reference number will be included in the checksheet. Along with general details, If the product needs Condition Report, it will be marked with the text ‘CR’. Image Removed

Send Request Email

This is an optional module and will send an email to your customer requesting product codes and values for the products shown in the tab above. It is generally used when the goods arrive at the warehouse and the customer is not using a pre-advice, so the warehouse only knows the name and description and basic details.

Completed on Transfer Order