resources.itwfeg.com · web view2010/05/26 · hobart sales/accounting/marketing (sam) business...

Hobart Sales/Accounting/Marketing (SAM) Business Process Scripts

May 26, 2010 Transfer Order Shipment – Plant to Distribution Center Procedures

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To transfer finished goods from the plant to the Covington Distribution Center, first the plant would report production through the Portal, then they would need to log into the SAM system to transfer the inventory.

Material Management/Shipping/Receiving/General Operations/Transfer Order Shipment Entry

1. You must be logged on to the plant you are transferring from (example from 31 Hillsboro).

2. Go to Material Management, Shipping/Receiving, General Operations and Double Click on Transfer Order Shipment Entry.



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Material Management/Shipping/Receiving/General Operations/Transfer Order Shipment Entry

3. Transfer Order Shipment screen comes up4. Click on Actions drop down menu5. Choose Direct shipment



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Material Management/Shipping/Receiving/General Operations/Transfer Order Shipment Entry/Direct Shipment Entry

1. Order date fills in automatically2. From Plant fills in Automatically



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3. Choose the need by date – which will fill in the ship by date4. Choose the Ship Via (example Verst Group Logistics)5. Click on the To Plant drop down and choose destination



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1. Click Save, Transfer order number is assigned



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2. Enter Part name, tab3. Description will fill in automatically4. Enter quantity, tab5. The Inventory warehouse will default, can change if needed.



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Material Management/Shipping/Receiving/General Operations/Transfer Order Shipment Entry/Direct Shipment Entry/Select Serial Numbers/Warehouse Bin Search

1. Fill in Shipping Bin, using the Warehouse Bin Search (remember to click the Display All Bins checkbox) –

2. or can key in bin number - 3. or scan in bin number, if bar-coded.



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Material Management/Shipping/Receiving/General Operations/Transfer Order Shipment Entry/Direct Shipment Entry/

Bin number apprears on screen.



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Material Management/Shipping/Receiving/General Operations/Transfer Order Shipment Entry/Direct Shipment Entry/Select Serial Numbers

6. Choose serial numbers from Available Serial numbers (or can scan in at bottom).7. Click add button8. Serial numbers are now in Selected Serial numbers block9. Click Ok10. Returns to Direct Shipment Screen11. Click Save12. Line number will appear13. To enter another line, click on new tab, drop down new line and repeat




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1. Sample of 2nd line




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2. When transfer order is complete, must click on File and Exit to automatically create the Pack ID.

Do Not Use Red X to leave this screen, as it will cause an error and the pack id will not be created.

Material Management/Shipping/Receiving/General Operations/Transfer Order Shipment Entry/



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On Header tab, pack id is already created




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1. Click on Actions2. Get Weight3. Packed Weight will appear in appropriate field.4. You will also need to fill in the trailer number (box to be added to this screen)5. Save.

Material Management/Shipping/Receiving/General Operations/Transfer Order Shipment Entry/Header/Manifest Info/Shipping Case Management



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1. Click on tab Manifest info2. Click on tab Shipping Case Management3. Click on Retrieve Records4. Choose how units or accessories will be packed together (if applicable) in boxes,

on skids or individually.

Material Management/Shipping/Receiving/General Operations/Transfer Order Shipment Entry/Header/Manifest Info/Shipping Case Management



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All units or accessories must be assigned to cases before leaving this screen.




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1. Return to Header/Detail screen2. Click on Actions/Close (or F4)3. Status will change to closed4. Transfer Order Pack List will print




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Click on Actions/Freight (or F5)




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1. Status will change to Freighted2. If carrier pro number is applicable, it will appear in the Tracking Number box.3. Carrier pro number labels (InSite shipping labels) will print.




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1. Need to check the Shipped Box2. Status will change to Shipped.

See procedure titled - Plant printing bills of lading – end of day 052510 process for printing bills of lading in InSite.

resources.itwfeg.com · web view2010/05/26 · hobart sales/accounting/marketing (sam) business...

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