New Pre-advice (Manual)
- Alan Gilchrist
- Andrew Stacey
- Shon Joy (Unlicensed)
- Harry Pilcher
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.
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. |
Attachments | The paperclip icon found to the right of the Advice ID is used for attaching files to the pre advice. More information on this can be found on the dedicated wiki page here: Attachments |
Delivery Type
This is a list of the generic codes most commonly used with goods being receipted into the warehouse and their standard operations. More details on these codes and the ability to add you own can be found at
Code | Description | Landed FOC | Freeze On Receipt |
PUR | Purchased Goods |
|
|
RET | Return from Delivery |
|
|
RWW | FOC ReWarehouse by Whse | TRUE |
|
RWC | ReWarehouse by Customer |
|
|
RFC | Collection from Customer |
|
|
UNS | Unsure / Unknown |
|
|
WKO | Works Order |
|
|
XTR | External Transfer |
|
|
CTO | FOC Customer Take on | TRUE |
|
STK | FOC Stock Management | TRUE |
|
RCI | Reserve Customer Intake |
| YES |
CAN | Cancelled Despatch Order |
|
|
Footer Options
Option | Explanation |
|---|---|
Put Away Note | Prints a copy of the put away note, this is used after the initial checking has been carried out. [This is not required when you are using Vision Flex - Handheld] |
Check Sheet | Prints a copy of the check sheet, this is generally produced at the time when the goods arrive to check the goods from the vehicle, add and remove items and is then transcribed to the pre-advice. [This is not required when you are using Vision Flex - Handheld] |
Send Request email | Generates an email to the customers requesting
Will be sent to the goods received contacts on the customer account. It does not provide rotation numbers in an attempt to avoid customers ordering the specific stocks as at this stage it has not been receipted onto the system An example is shown below |
Load SO | If this pre-advice came from an internal transfer this button will open the corresponding sales order entry. |
Reset Layout | If you change the layout of the grid on the page you can reset it back to the normal grid using this option. |
Save | Saves the pre-advice |
Cancel Order | Cancels the pre-advice There is no way to reverse this |
Close | Closes the pre-advice Remember to save the pre-advice. |
Send Request Email Example
Supplier Name: Jones & Jones Ltd
Dear Customer,
Please provide us with the information requested (in the WHITE fields) for the stock lines below which are waiting to be receipted and made available for ordering.
Product Code | Brand/ Grower | Product Description | Singles Per Case | Single Size | Year | Cases | Singles | Packaging | Purchase cost/case | Currency | Rotation Notes |
9822458B | Walker | Pinot Noir - Cedar Valley | 6 | 0.75000 | 2022 | 10 | 0 | Carton (Generic) | 71.45000 | GBP |
|
777G0011 | Sipsmith | Sipsmith Gin chữ Hán | 6 | 0.70000 | NA | 27 | 0 | Carton (Generic) | 11.82000 | GBP |
|
01040091 | Bordeaux | Lynch Bages តួអក្សរចិន | 12 | 0.75000 | 2004 | 22 | 0 | Carton (Generic) | 652.00000 | EUR |
|
|
| Red Wine in Boxes | 1 | 0.75000 | 1992 | 200 | 0 |
| 0.00000 |
|
|
[The table above has been expanded to make it easier to read on the wiki page]
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