Search for a Despatch Order to Add to a Transaction, Movement or Package Group

Activity Steps

  1. Enter a bulk transaction, move discrete units or create a package group:
  2. To search for and select a despatch order:
    1. Click the ellipsis (...) next to Despatch Order.

      For transactions, only displayed if Display Despatch Order is checked in the transaction template.

      The Despatch Order Search screen displays.

    2. To limit the search by Planned Despatch Date:
      1. Check Include Date Range.
      2. Select a Start Date and End Date.
    3. Enter the following search criteria as required.
      • Organisations—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
      • Companies—Select from the companies defined on the Organisations panel of the Solution Explorer.
      • Products—Select from the products and brands defined on the Material panel of the Solution Explorer.
      • Parent DOs / Child DOs—Whether to search for parent despatch orders (PDOs) or for child despatch orders (CDOs). If set to PDOs, the search results include standard despatch orders (DOs), split parent despatch orders (SPDOs) and consignment parent despatch orders (CPDOs). If set to CDOs, the search results include CDOs of aggregated parent despatch orders (APDOs) and CDOs of CPDOs. See Parent and Child Despatch Orders.

        Note: APDOs cannot be associated with a transaction or movement. Neither can the CDOs of SPDOs.

    4. To include a text string in the search criteria:
      1. Select the method to Search By from Despatch Order, Contract, Organisation, Product or Despatch Order Status.
      2. Enter the Search Text. Text searches are case-sensitive with SQL databases with a case-sensitive collation and with all Oracle databases.
    5. Click Search or press F3.

      Note: If the Despatch Order status definition exists, only despatch orders with a status that is defined as selectable display.

    6. Check Selected for the required despatch order.
    7. Click OK.

      For a transaction, the Movement Product is updated to match the product specified in the despatch order.