In the first (Release Notes) block, you get an overview of all packages that are based on release notes. You can query for all release notes that have been created so far.
If you are logged in as a supplier, freight forwarder, or packer, you will only see your 'own' orders. Whether you are identified as a supplier or not depends on the setting of project default ZP_SUPROLE. For more information, see ZP_SUPROLE.
The Ordered by field shows by which fields the displayed records are sorted. By default, the records are ordered by order number and release note number. To change the order criteria, click the Order By ... button at the bottom of the block, or select either Order by this field ascending or Order by this field descending from the shortcut menu available on the field level. If you select Order by this field descending, the field name is lengthened by the supplement '(desc)' to show that the data is currently displayed in a descending order.
The agreement name or number appears in the Order Number field.
The name or number of the release note appears in the Release Note Number field. If the release note has already been approved, the background color of this field is set to magenta.
The equipment and material list (EML) number appears in the EML field. You can double-click in this field to open the PT.10.03 EML Numbers screen where EML numbers are defined.
Be aware that EMLs play an important role when defining transport cost details for
release notes and associated packages. Because price codes (maintained on PT.10.02 Transport Costs) are always related to an EML, you can only attach those price codes to a release
note (and/or its packages) that are related to the same EML as this release note.
When the EML of a release note is changed, the software looks for attached price codes
that are related to another EML, and if found it will ask the user whether those price
codes should be kept or removed. Although keeping those price codes is possible, it
will probably make the calculation of the total transport costs less clear because
exchange rates of currencies may differ between EMLs.
The name of the supplier appears in the Supplier field.
In the MOT Code field, you enter the name of the method of transportation (MOT). You can double-click in the field to open the PT.10.04 Methods of Transportation screen where the MOT codes are defined.
The Associated Requisition field shows all the requisitions associated to the order, separated by semicolons (;).
The Number of Packages field shows the total number of packages assigned to the release note, that is, the sum of all package quantities in the second (Packages) block.
The Total Gross Weight field shows the total gross weight of all packages defined for the release note, with its weight unit in the RN Weight Unit field. The weight is calculated as the product of the package quantity and the gross weight of the package.
The Total Volume field shows the sum of the total volumes of all packages, with the unit defined with project default ZX_VOLUME and displayed in the Volume Unit field. The total volume of a package is calculated as the product of the quantity and the volume of the package.
The Total Freight Ton field shows the sum of the freight tons of all packages that have been defined for the release note.
If the Cont check box is selected, at least one transport cost detail assigned to this release note (or one of its packages) is related to a transport code marked as contingency.
The Total RN Transport Cost field shows the sum of the transport cost details attached to the release note and to its packages. This value is calculated with respect to the packages defined for the release note only, that is, unpackaged item shipments found on the release note are not taken into account. Their weight and volume have to be added to the values displayed in the Total Gross Weight and Total Volume fields in order to determine the overall weight and volume of the release note. Likewise, their weight and volume will impact the overall transport costs via the transport cost details attached to the release note itself. For this reason, the value shown in the Total Cost field on the Transport Costs tab may exceed the value displayed here.
The currency of the project as defined by project default ZX_CURCY appears in the Project Currency field.
If the Diff check box is selected, the transport cost details of the release note and/or of its packages have been defined in different currencies. Double-click the Total RN Transport Cost field to open Window 6 where the total transport costs are listed grouped by the currencies.
If the MOC check box is selected, the release note is found on a means of conveyance (MOC) to which transport costs have been assigned.
The name of the delivery designation of all item shipments on the release note appears in the Delivery Designation field.
The name of the routing method of all item shipments on the release note appears in the Routing Method field.
The name of the incoterm of all item shipments on the release note appears in the Incoterm field.
The Delivery Place field shows the delivery place of all item shipments on the release note.
Enter the date when the material can be picked up in the Ready Date field. This information is to be entered by the supplier or be provided by the supplier. This date is copied as the actual date to the destination of the routing method that has been marked as 'Hand-Over Point'. A ready date can only be entered as long as no bill of lading or air way bill number has been entered for the release note on any means of conveyance.
In the Collection Point field, enter the precise delivery place of the material as named by the supplier. This delivery place can be the same as the delivery place of the release note, but does not need to be. The delivery place entered here is not used in any way by the traffic tree on PT.20.01. A collection point can only be entered as long as no bill of lading or air way bill number has been entered for the release note on any means of conveyance.
In the Release to Forwarder field, enter the date when the transport of the material has been released to the freight forwarder. A date can only be entered as long as no bill of lading or air way bill number has been entered for the release note on any means of conveyance.
Enter the selling price in the Selling Price field, and select its currency from the LOV in the Selling Price Currency field.
Select the Free of Charge check box if the delivery is free of charge.
The Calculated Amount field shows the amount of the invoice automatically calculated by the software. This amount covers the costs for all item shipments assigned to the release note except for split detail tags (see below). If the quantity of an item shipment differs from the quantity of the order line item, the costs are applied proportionately.
If detail tags have been created, their costs are only included in this amount if all detail tags of a master tag have been placed in the same release note. If detail tags have been split on different release notes, their amount is shown in the Master Tag Amount field.
For the calculation of the amount, the net price that can be seen on the P.50.07 Maintain Agreements screen is used. The calculation is done for the currency of the order for which the release note has been created.
If detail tags have been created and placed on different release notes, the costs of their master tag appear in the Master Tag Amount field. These costs are not included in the value shown in the Calculated Amount field because only parts of these costs are associated with the release note.
The currency of the invoice amount appears in the Currency field. This field cannot be updated. The value is copied from the order for which the release note has been created.
The Package indicator shows whether all item shipments of the release note with all their quantities have been placed on packages.
If the quantity units of the release note and the package items differ, the conversion factors entered on A.10.13 Unit to Unit are used. If any conversion factor is missing, the release note will always be marked as being incomplete on packages.
The OSD Traffic indicator shows whether a traffic OSD that has not been closed exists for the release note. You can double-click the check box to open the PT.30.01 OSD for Release Notes screen where the OSD appears.
The OSD Site indicator shows whether a site OSD that has not been closed exists for the release note. You can double-click the check box to open the C.20.09.02 OSD for Release Notes screen where the OSD appears.
Click the Export button to export the selected release note with its associated item shipments to an Excel file. Click the Import button to import a release note from an Excel file. For more information, see Packages Export/Import.
The Delete Obsolete PPLs button is only visible if project default ZP_PPL_DEL is set to N. When you click the button, a traffic-related procedure checks for item shipments on approved release notes that are also still assigned to preliminary packages. Such item shipments are then removed from the preliminary packages, which are deleted themselves if they do not contain other item shipments. Finally, if a preliminary packing list (PPL) loses all of its packages during this procedure, it will be deleted, too.
Preliminary packages with the Locked indicator selected (this can be done on PT.20.21 Preliminary Packages) are not taken into account by the procedure described above.
After this clean-up procedure has finished, you will be notified in cases where:
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at least one PPL has been emptied and subsequently removed;
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a PPL containing preliminary package items related to item shipments that have been placed on the release note could not be found at all.
Click the ERP Transfer button to perform an ERP transfer. The CIP m_pck_traffic_custom.erp_transfer is executed. After the button is used, it is disabled and the Revert ERP Transfer button is enabled.
Click the Revert ERP Transfer button to reverse the ERP transfer. The CIP m_pck_traffic_custom.revert_erp_transfer is called. After the button is used, it is disabled and the ERP Transfer button is enabled.
Both buttons are available if the incoterm of the release note is not marked as 'Site
Delivery' on P.10.34 Incoterms.