Tip of the Week #5 – Default Fully Delivered

Torben Nielsen

This week’s tip comes from PrintVis Developer Torben Nielsen.

A well-run shipping department should have a handle on all the live orders in your production facility, both coming and going. When your operation is fully functioning like a successful beehive, everyone doing his or her part, your shipping department should be the first to know when the completed job is shipped, whether it’s one load or the last in a series of partials.

Therefore, it makes sense for this department to be able to push the job to “INVOICE” status, designating its production as complete and “out the door.”

At the same time, though, you don’t want your shipping clerks to change any important information on the Case Card, and their Role Center probably isn’t set up for such access anyway.

So, Torben explains that Status Codes have an available property “Default Fully Delivered” (See Pic 1).

With this option checked (in the System Status fast tab, Pic 1), the “End Delivery” button on the shipment card (Pic 2) functions to automatically close out all the shipments for that order and push the Case to the next status, “INVOICE.”

In our example the status code “INVOICE” has been selected as the one to correlate with the checked “Default Fully Delivered” box. There are of course other options to set up according to your company needs – but this option follows the logical chronology of a workflow.

Hence the Shipping and Receiving department can actually be in charge of declaring the production order ready for invoicing, without accessing the Case Card itself.

Thanks Torben!   Next Week’s Tip
Default Fully Delivered System Status
End Delivery button on the Shipment Card