EFI Pace Job Shipments Module Administrator/User Quick Start Guide July 2010 Version 23.02
Copyright 2010 by Electronics for Imaging, Inc. All Rights Reserved. EFI Pace Job Shipments Module Administrator/User Quick Start Guide 7/23/2010 version 23.02 This publication is protected by copyright, and all rights are reserved. No part of it may be reproduced or transmitted in any form or by any means for any purpose without express prior written consent from Electronics for Imaging, Inc. Information in this document is subject to change without notice and does not represent a commitment on the part of Electronics for Imaging, Inc. Patents This product may be covered by one or more of the following U.S. Patents: 4,716,978, 4,828,056, 4,917,488, 4,941,038, 5,109,241, 5,170,182, 5,212,546, 5,260,878, 5,276,490, 5,278,599, 5,335,040, 5,343,311, 5,398,107, 5,424,754, 5,442,429, 5,459,560, 5,467,446, 5,506,946, 5,517,334, 5,537,516, 5,543,940, 5,553,200, 5,563,689, 5,565,960, 5,583,623, 5,596,416, 5,615,314, 5,619,624, 5,625,712, 5,640,228, 5,666,436, 5,745,657, 5,760,913, 5,799,232, 5,818,645, 5,835,788, 5,859,711, 5,867,179, 5,940,186, 5,959,867, 5,970,174, 5,982,937, 5,995,724, 6,002,795, 6,025,922, 6,035,103, 6,041,200, 6,065,041, 6,112,665, 6,116,707, 6,122,407, 6,134,018, 6,141,120, 6,166,821, 6,173,286, 6,185,335, 6,201,614, 6,215,562, 6,219,155, 6,219,659, 6,222,641, 6,224,048, 6,225,974, 6,226,419, 6,238,105, 6,239,895, 6,256,108, 6,269,190, 6,271,937, 6,278,901, 6,279,009, 6,289,122, 6,292,270, 6,299,063, 6,310,697, 6,321,133, 6,327,047, 6,327,050, 6,327,052, 6,330,071, 6,330,363, 6,331,899, 6,340,975, 6,341,017, 6,341,018, 6,341,307, 6,347,256, 6,348,978, 6,356,359, 6,366,918, 6,369,895, 6,381,036, 6,400,443, 6,429,949, 6,449,393, 6,476,927, 6,490,696, 6,501,565, 6,519,053, 6,539,323, 6,543,871, 6,546,364, 6,549,294, 6,549,300, 6,550,991, 6,552,815, 6,559,958, 6,572,293, 6,590,676, 6,606,165, 6,633,396, 6,636,326, 6,643,317, 6,647,149, 6,657,741, 6,662,199, 6,678,068, 6,707,563, 6,741,262, 6,748,471, 6,753,845, 6,757,436, 6,757,440, 6,778,700, 6,781,596, 6,816,276, 6,825,943, 6,832,865, 6,836,342, RE33,973, RE36,947, D341,131, D406,117, D416,550, D417,864, D419,185, D426,206, D439,851, D444,793. Trademarks Auto-Count, Bliss, Changing the Way the World Prints, ColorWise, Command WorkStation, DocBuilder, DocBuilder Pro, DocStream, EDOX, EFI, Fiery, the Fiery logo, Fiery Driven, the Fiery Driven logo, OneFlow, PrinterSite, PrintFlow, PrintMe, PrintSmith, PrintSmith Site, Prograph, Proteus, RIP-While-Print, Setting the Standard in Digital Printing, Ultravu, and VUTEk are registered trademarks of Electronics for Imaging, Inc. in the U.S. Patent and Trademark Office and/or certain other foreign jurisdictions. Bestcolor is a registered trademark of Electronics for Imaging GmbH in the U.S. Patent and Trademark Office. AutoCal, Balance, BioVu, BioWare, Build, ColorCal, Digital StoreFront, EFI Pace, Estimate, Fiery Link, Fiery Prints, Fiery Spark, FreeForm, Hagen, Jetrion, Logic, MicroPress, Printcafe, PSI, PSI Flexo, RIPChips, Scan, SendMe, Splash, Spot-On, UtlraTex, UV Series 50, VisualCal, WebTools, the EFI logo, the Fiery Prints logo, and Essential to Print are trademarks of Electronics for Imaging, Inc. Best, the Best logo, Colorproof, PhotoXposure, Remoteproof, and Screenproof are trademarks of Electronics for Imaging GmbH. All other terms and product names may be trademarks or registered trademarks of their respective owners, and are hereby acknowledged. 7/23/2010 2
Quick Start Guide Overview This Quick Start guide is intended to provide you with the information you need to complete primary administrator or user tasks for the Job Shipments module in EFI Pace. Note: This document is a Quick Start Guide and does not contain every administrator or user task you can perform for the Job Shipments module in EFI Pace. This guide contains the following types of notes: Important: When you see this type of note, the information may affect the way you enter fields or may warn you that errors could occur. Pay particular attention to information in these notes. Note: When you see this type of note, the information may serve as a reminder or may provide additional details that do not appear in the procedure. Tip: When you see this type of note, the information might help you use the system more efficiently or may provide an example for a step in a procedure. ToolTips EFI Pace contains ToolTips for some fields that provide detailed information such as a field description, maximum number of characters the field accepts or the format the field requires. Use the ToolTips, where available, in addition to this guide for assistance in EFI Pace. To access ToolTips: In EFI Pace, position your mouse pointer over the name of the field for which you want additional information. A small, cream-colored pop-up box appears with detailed information for that field. 7/23/2010 3
Table of Contents This Quick Start Guide contains information on the following primary administrator and user tasks you can perform in the EFI Pace Job Shipments module: Table of Contents... 4 Administrator Tasks... 5 Set up job status codes... 6 Set up job shipment types... 7 Add, modify or delete shipping providers... 8 Add, modify, or delete a shipping zone... 9 Add, modify, or delete a shipping method... 10 Set up job shipment reports... 13 User Tasks... 16 Add, modify, or delete job shipments... 17 Add or modify shipment address information... 19 Add, modify, or delete carton information... 21 Locate job shipments... 25 Track job shipments... 26 Print shipping labels or delivery receipts/ packing slips... 27 7/23/2010 4
Administrator Tasks If you are a system administrator, you must complete the following tasks so your employees can use the Job Shipments module. Administrator Tasks... 5 Set up job status codes... 6 Set up job shipment types... 7 Add, modify or delete shipping providers... 8 Add, modify, or delete a shipping zone... 9 Add, modify, or delete a shipping method... 10 Set up job shipment reports... 13 7/23/2010 5
Set up job status codes When you set up job status codes, you should determine which codes you want to use specifically for the Job Shipment module of EFI Pace. For example, you can set up status codes such as Shipped Complete, Partially Shipped, Samples Shipped, Proof Out, and Proof Back. The Job Shipment module can update the Production Status field on the Job Part Details page when you create job shipments. For detailed instructions on how to set up job status codes for the Job Shipment module, refer to the Add or update job status codes topic in the Job Control Center Module Administrator Quick Start Guide. Tip: You can download the Job Control Center Module Administration Quick Start Guide from the Client Support area on our website. 7/23/2010 6
Set up job shipment types Use job shipment types to identify various shipments and receipts. For example, you can set up shipment types such as Partial Shipment, Complete Shipment, Sample Shipment, Proof Sent Out, Proof Received, Planned Shipment, and Ship To Inventory. You can use Shipment types to do any of the following: Change the production status on a job part Enable users to print a delivery ticket Enable users to print shipping labels Set the system to automatically maintain the running Quantity Shipped total for a job part Set the system to automatically populate the Date Shipped field on the Job Part Details page Set the system to display shipments in the eservice module Set the system to accept planned shipments, in which the shipment is not actually made, but is expected to take place in the near future Set the system to accept finished goods shipments. In this case, the system sends materials to inventory by generating an inventory receipt transaction AND reduces the work in process of the current job, based on the quantity and value of the product shipped to inventory. Determine the activity code to charge for any freight costs incurred on the shipment. In this case, the system includes freight on the invoice and cost sheets as an extra charge. For detailed instructions on how to set up shipment types for the Job Shipment module, refer to the Add or update shipment types topic in the Job Control Center Module Administrator Quick Start Guide. Tip: You can download the Job Control Center Module Administration Quick Start Guide from the Client Support area on our website. 7/23/2010 7
Add, modify or delete shipping providers Tip: Shipping providers are the companies that handle item shipping and delivery to and from your shop. They include all the major carriers, any freight lines your organization uses, and any company-owned vehicles. Examples include carriers such as UPS, FedEx, DHL, Old Dominion, SAIA, our truck, our van, etc. 1. From the EFI Pace main menu, click Administration, then move the mouse over System Setup, then over General, then click Ship Provider. The Ship Providers List page appears. 2. On the Ship Providers List page, do one of the following, as applicable: If you want to add a new shipping provider, click [Add New Record]. The Shipping Provider Add page appears. If you want to modify or delete a shipping provider, locate and click the magnifying glass icon next to the applicable provider in the list. The Shipping Provider Detail page appears. 3. On the Shipping Provider Add page, or the Shipping Provider Detail page, complete or update the following fields on the Shipping Provider tab, as applicable: In the Name field, enter the name of this shipping provider, up to 16 alphanumeric characters. In the Tracking Url field, enter the URL address this provider uses to track shipments. Important: Be sure you enter the correct URL in this field, as the system uses the value you enter to create hyperlinks to the provider s web page. Note: The URL you enter must begin with http://. In the Active field, check the box if you want this provider to appear as an option users can select in system-wide drop-down lists. 4. Do one of the following: If you are on the Shipping Provider Add page, to save this shipping provider, click [Add]. 7/23/2010 8
The Shipping Provider Detail page appears, with the Shipping Methods and Zones tabs. If you are on the Shipping Provider Detail page, to delete this provider, click [Delete], then click [OK] when prompted to confirm the deletion. The Ship Providers List page reappears, with the Item deleted message at the top of the page. If you are on the Shipping Provider Detail page, to save your changes, click [Update]. The Shipping Provider Detail page refreshes. Add, modify, or delete a shipping zone 5. On the Shipping Provider Detail page, click on the Zones tab and do one of the following: Modify the information for an existing zone in the grid, or click the magnifying glass icon next to the applicable zone to modify the information on the Shipping Zone Detail page. If you want to add a new shipping zone, click [Add New Record]. The Shipping Zone Add page appears. 6. Complete the following fields, as applicable: Note: The following fields are for use only by the egoods and eproducts modules to automatically calculate shipping charges. In the Provider field (required and available only on the Shipping Zone Add page and Shipping Zone Detail page), EFI Pace automatically selects the name of the shipping provider to tie to this shipping zone. In the Name field (required), enter a descriptive name, up to 50 alphanumeric characters, for this shipping zone. In the State field, select the state abbreviation you want to relate to this shipping zone. 7. On the Shipping Zone Add page or Shipping Zone Detail page, do one of the following: If you are on the Shipping Zone Add page, to save this shipping zone, click [Add]. The Shipping Zone Detail page appears, with the Postal Codes tab. If you are on the Shipping Zone Detail page, to delete this zone, click [Delete], then click [OK] when prompted to confirm the deletion. 7/23/2010 9
The Shipping Provider Detail page reappears, with the Item deleted message at the top of the page. If you are on the Shipping Zone Detail page, to save your changes, click [Update]. The Shipping Zone Detail page refreshes, with the Updated message at the top of the page. 8. On the Shipping Zone Detail page, click on the Postal Codes tab and do one of the following: If you want to add a new postal code, click [Add In Grid]. A new row appears in the Postal Codes grid. If you want to delete an existing postal code in the grid, check the box in the Delete field, and click [Update]. The Shipping Zone Detail page refreshes, with the Updated message at the top of the page. 9. In the new row on the Postal Codes grid, complete the following fields, as applicable: In the Country field, enter the country where this postal code is located. In the Postal Code From and Postal Code To fields, enter the zip code, or range of zip codes you want to tie to this shipping zone. In the Delete field, if you want to delete this postal code, or range of postal codes, from the grid, check the box and click [Update]. Tip: To delete all postal codes for this shipping zone, click the All link in the column heading, and then click [Update]. 10. To return to the Shipping Provider Detail page, click the name of the shipping provider in the breadcrumbs at the top of the page, and select Detail from the drop-down menu. The Shipping Provider Detail page reappears. 11. To save your changes, click [Update]. The Shipping Provider Detail page refreshes, with the Updated message at the top of the page. Add, modify, or delete a shipping method Note: You can set up multiple shipping methods for each provider. The system considers the shipping method (such as Next Day, 2 Day, Ground, Rush, etc.) when it calculates the shipping charges for egoods and eproducts orders. 7/23/2010 10
12. On the Shipping Provider Detail page, click on the Shipping Methods tab, and do one of the following: If you want to modify the information for an existing shipping method, click the magnifying glass icon next to the applicable method. Tip: If you need to modify the description of the method, you can do so in the grid, and then click the [Update] button to save your changes. The Shipping Method Detail page appears. If you want to add a new shipping method, click [Add New Record]. The Shipping Method Add page appears. 13. On the Shipping Method Detail page or Shipping Method Add page, on the Ship Via tab, complete or update the following fields, as applicable: In the Provider field (required), EFI Pace automatically selects the name of the shipping provider to tie to this shipping method. In the Description field, enter a brief description, up to 50 alphanumeric characters, for this shipping method. In the Active field, check the box if you want this method to appear as an option users can select in system-wide drop-down lists. Note: The following fields are for use only by the egoods and eproducts modules, to automatically calculate shipping charges. In the Days In Transit field, enter the number of transit days for this shipping method. In the Date Calc Type field (required), select the available delivery days (all seven days of the week, Monday through Friday only, or all days but Sundays) for this shipping method. In the Cut Off Time field (required), enter the daily cutoff time for processing a shipment using this shipping method. In the Minimum Weight field, enter the minimum shipment weight required for this shipping method. In the Maximum Weight field, enter the maximum shipment weight allowed for this shipping method. In the Max Weight Per Box field, enter the maximum weight per box allowed for this shipping method. In the Multi Box Shipping field, check the box if this shipping method allows shipments that consist of more than one box. 7/23/2010 11
In the UPS Realtime Quote Method field, if you use UPS Realtime, select the desired UPS delivery method. 14. Do one of the following: If you are on the Shipping Method Add page, to save this shipping method, click [Add]. The Shipping Method Detail page appears, with the Shipping Rates tab. If you are on the Shipping Method Detail page, to delete this method, click [Delete], then click [OK] when prompted to confirm the deletion. The Shipping Provider Detail page reappears, with the Object deleted message at the top of the page. If you are on the Shipping Method Detail page, to save your changes, click [Update]. The Shipping Method Detail page refreshes, with the Updated message at the top of the page. 15. On the Shipping Method Detail page, click on the Shipping Rates tab and modify the information for an existing shipping rate, or click [Add In Grid] to add a new shipping rate by completing the following fields, as applicable. Note: The following fields are for use only by the egoods and eproducts modules, to automatically calculate shipping charges. In the From Zone and To Zone fields, EFI Pace enters the range of zones for which this rate applies. In the Max Weight field (required), enter the maximum weight to which this shipping rate can apply. In the Shipping Charge field (required) enter the shipping rate you want to assign to this line item. 16. To save your changes, click [Update]. 17. To return to the Shipping Provider Detail page, click the name of the shipping provider in the breadcrumbs at the top of the page, and select Detail from the drop-down menu. The Shipping Provider Detail page reappears. 7/23/2010 12
Set up job shipment reports 1. From the EFI Pace main menu, click Administration, then move the mouse over System Setup, then over General, then click Reports. The Reports List page appears. 2. On the Reports List page select Display Name from the Search field, and enter one of the following values in the for field: If you want to change the settings for the job shipment labels, enter *ship* and click [Find], then click the magnifying glass icon next to the desired report name. The Report Details page appears, with the Job Shipment Label setting information. If you want to change the settings for the delivery ticket, enter *delivery* and click [Find]. Then click the magnifying glass icon next to the appropriate report. The Report Details page appears, with the Delivery Receipt setting information. Note: You can access some reports from more than one location within the EFI Pace management system. For example, you can access the Delivery Ticket and the Shipping Label reports from the job, the job shipment, or the EFI Pace main menu. When you access a report from multiple locations, EFI Pace displays the same report multiple times in the list as part of the search results. In many cases, you apply any changes made to one instance of a report to all instances of the same report. 3. On the Report Details page, on the Report Information tab, complete the following fields, as applicable. Note: EFI Pace automatically checks the box next to a field that is forced (not calculated or recalculated by the system). If you do not want to force a field, ensure that the box next to the field value is not checked. During system upgrades, EFI Pace retains the values in forced fields and resets the values in fields that are not forced to the system default. In the Name field (required), enter, or click [Pick] to select, the file name for this report. In the Base Object field, select the object to which you want to relate this report on the EFI Pace Reports menu. In the Display Name field (required), enter the report name you want to display on the related EFI Pace menu, up to 50 alphanumeric characters. 7/23/2010 13
In the Description field, enter a brief description of this report. In the Export Type field (required), select the file format you want to use when you run or export this report. In the Prompt Export Type field, check the box if you want EFI Pace to prompt the user to select a file type to use when exporting this report. In the Allow Refresh field, check the box if you want to enable the user to refresh the report when using the Interactive Viewer and see the most recent data on the screen. In the System Generated field, EFI Pace checks the box if this report is a standard system report. In the Default Printer field, select the printer you want to assign as the default for printing this report. In the Crystal Clear Version field (required), select the version of Crystal Clear Designer you want to use to run this report. In the Data Preparer field, select the preliminary data preparer report you want the system to use to pass information to complex reports and reduce complexities. Tip: For shipping label reports, select Shipping Label. In the Show Logo field, check the box if you want EFI Pace to replace the default image at runtime with your company logo from the Company Detail page (if applicable). Note: The Company Detail page can contain a.jpeg image; however, you must first set up a company logo on the Company Detail page if you want to use this functionality. 4. Click on the Parameters tab and click the magnifying glass icon next to an existing parameter you want to update, or click [Add New Parameter] to add a new parameter. The Report Parameter Details or Add New Report Parameter pop-up page appears. 5. On the Report Parameter Details or Add New Report Parameter pop-up page, complete the following fields, as applicable. Note: EFI Pace automatically checks the box next to a field that is forced. If you do not want to force a field, ensure that the box next to the field value is not checked. During system upgrades, EFI Pace retains the values in forced fields and resets the values in fields that are not forced to the system default. In the Name field, enter the name of the field you want to appear in the parameter pop-up page prompt. 7/23/2010 14
In the Description field, enter the ToolTip you want EFI Pace to display to the report user in the parameter pop-up page prompt. In the Data Type field (required), select the type of data the user can enter in this field. In the Expression Type field (required), select whether you want the system to calculate a static expression, XPath expression, or no expression at runtime. In the Expression field, enter the expression you want the system to calculate. In the Prompt Sequence field, enter the sequence in which the report asks for this parameter. In the Prompt field, check the box if you want the system to prompt the user for parameters. In the Accept Multi Value field, check the box if you want to enable the user to enter multiple values in the parameter fields. 6. Do one of the following: If you are on the Adding New Report Parameters pop-up page, to save the parameter and return to the Report Details page, click [Add]. If you are on the Adding New Report Parameters pop-up page, to save the parameter and add another, click [Add/Add New]. If you are on the Report Parameter Details pop-up page, to save your changes and return to the Report Details page, click [Update]. If you are on the Report Parameters Details pop-up page, to delete the parameter, click [Delete]. 7. To save your changes, click [Update]. The Report Details page refreshes, with the Updated message at the top of the page. 7/23/2010 15
User Tasks You can use the Job Shipments module in EFI Pace to track both incoming and outgoing shipments, similar to a Shipping/Receiving log. Use the following procedures to complete common tasks in the Job Shipments module: User Tasks... 16 Add, modify, or delete job shipments... 17 Add or modify shipment address information... 19 Add, modify, or delete carton information... 21 Locate job shipments... 25 Track job shipments... 26 Print shipping labels or delivery receipts/ packing slips... 27 7/23/2010 16
Add, modify, or delete job shipments Note: You must correctly configure the job shipment type in order to process shipments for customers with a Credit Hold status. Note: You can delete planned shipments only. (Your system administrator can configure the shipment type as planned, or you can manually enable the Planned field on the Job Shipment Details page.) 1. Do one of the following, depending on where you are in the system: From the EFI Pace main menu, click Production, then move the mouse over Job Control Center, then over Shipping, then click Shipments. The Job Shipments List page appears. To add a new shipment, click [Add New Record] or locate the shipment you want to modify using the Locate job shipments topic as a guide. If you are on the Job Part Detail page in the Job Control Center module, click [Job Shipments] on the gray navigational toolbar at the top of the page. Tip: Refer to the Job Control Center User Quick Start Guide for information about how to locate, add, and modify job parts. The Job Shipments page appears. To add a new shipment, click [Add New Record] or click the magnifying glass icon next to the shipment you want to modify. The Job Shipment Add or Job Shipments Detail page appears. 2. On the Job Shipment Add (Add Direct) or Job Shipments Detail (Detail Direct) page, on the General Shipment Info tab, complete the following fields, as applicable: In the Job field (required and available only if you access the Job Shipment Add or Job Shipments Detail page from the Job Shipments List page), enter, or click [Pick] to select, the job to which this shipment is related. In the Part field (required and available only if you access the Job Shipment Add or Job Shipments Detail page from the Job Shipments List page), select the job part you want to include in this shipment. In the Component field, select the job component you want to include in this shipment. In the Ship In Name Of field (required) select the name you want to appear on the return address you want to appear on the delivery ticket and shipping label reports. 7/23/2010 17
Tip: The system does not print a logo the Delivery Receipt if you select None in this field. In the Shipment Type field (required), select the type of shipment, such as partial shipment, delivery ticket, proof out, or shipping label. Note: The system uses the FreightLink Imported shipment type to identify shipments via the FreightLink add-on module. Note: If you set the shipment type to Ship To Inventory, many of the fields on this page are irrelevant, since the purpose of the Ship To Inventory shipment type is to increase the quantity on hand in the Inventory system. In this case, the system displays the Inventory Item field. In the Shipper Name field, enter the name of the employee who is shipping the package. EFI Pace automatically enters your user ID in this field. In the Ship Via field (required), select the shipping method you want to use for this shipment, such as DHL ground. In the Ship Via Note field, enter a brief description or instructions about the shipping method you selected. In the Tracking Number field, enter the shipping provider s tracking number for this shipment. In the Charges field, choose the appropriate payment method from the drop-down list. In the FOB field, select the location where you want to transfer costs and responsibility for shipped items. This field is used for reporting purposes only. In the Inventory Item field (appears only if your system administrator sets checks the box in the Ship to Inventory field for the Shipment Type you select), enter, or click [Pick] to select, the existing inventory item which this job shipment represents. Tip: This procedure increases the inventory quantity on hand. In the Date field, enter, or click the calendar icon to select, the month, day, and year of the shipment. EFI Pace automatically enters today s date in this field on the Job Shipment Add page. In the Time field, enter the time of day this transaction occurred. EFI Pace automatically enters the current time in this field on the Job Shipment Add page. In the Saturday field, check the box if you want this job shipment delivered on a Saturday. 7/23/2010 18
In the Planned field, check the box if this job shipment is a planned shipment. Note: If the shipment type is a planned type, then EFI Pace automatically enables this field by default. In the Cost field, enter the total service, labor, or materials cost for this shipment. In the Quoted Price field, enter the price quoted for the shipment. In the Inventory Cost field (not editable), the system enters the total inventory cost when you ship this item to inventory In the Weight field, enter the total weight, in pounds, of this shipment. In the Freight Classification field, select the appropriate freight classification number for this shipment. In the Manufacturing Location field, select the appropriate manufacturing location from which this shipment originates. In the Bill of Lading field, enter the number of the bill of lading you want to associate with this shipment. In the Notes field, enter any additional information about this item, up to 50 alphanumeric characters. Add or modify shipment address information 3. On the Job Shipment Add (Add Direct) or Job Shipments Detail (Detail Direct) page, click on the Shipment Address tab, and do the following, as applicable: To associate this shipment with a contact from the EFI Pace Contacts table, in the Ship To field, select the desired contact from the drop-down list. Note: By default, the drop-down list includes those contacts you add to a job record and set up as a Ship To contact (by checking the box in the Ship To field on the Job Contact Detail page) and related vendor contacts. Click [Pick] to locate and select any global customer or vendor contact stored in the contact database. Tip: If you use the FreightLink add-on module, the system creates a new job shipment contact based on the information you edit in UPS WorldShip. This contact record does not affect global job contacts. 7/23/2010 19
EFI Pace automatically enters the related shipping information from the Contacts table. Tip: If the contact shipping information that EFI Pace automatically populates when you specify a contact is incorrect, you can manually update the related fields on the page. However, it is recommended that you correct the information in the Contacts table for future shipments and for use throughout the system by clicking the magnifying glass icon next to the dropdown list in the Ship To field, then modifying the contact record accordingly. In the Add as global? field (available only if you leave the Ship To field blank), check the box if you want to add this contact as a global system contact in the EFI Pace Contacts table. In the Global Contact field (not editable and appears only if you select a value in the Ship To field), EFI Pace checks the box if this contact is a global system contact in the EFI Pace Contacts table. To manually enter the shipping information for the customer you want to associate with this shipment, or to modify the information for the contact you selected in the Ship To field, enter the following fields, as applicable. Note: If you change the details of a global contact on the shipment, EFI Pace adds the contact information you enter to a new job contact record to the EFI Pace Contacts table. To modify the information of an existing record in the Contacts table, click the magnifying glass icon next to the drop-down list in the Ship To field, then modifying the contact record accordingly. - In the Company field, enter the name of the company to which you want to send this shipment. - In the Title field, enter the position or job title for this shipment contact. - In the First/Last Name fields, enter the first and last name of the contact person for this customer. - In the Phone/Ext. field, enter the customer s primary phone number and phone extension. - In the Mobile field, enter the customer s mobile phone number. - In the Fax field, enter the customer s business fax number. - In the Email field, enter the contact s email address. - In the Add. Line 1-3 fields, enter the primary shipping address. 7/23/2010 20
- In the City field, enter the city for the primary mailing address. - In the Country field (required), select the correct country for the primary mailing address. - In the State field, select the state abbreviation for the primary mailing address. - In the Zip field, enter the zip code for the primary mailing address. - In the Residential field, check the box if the address is a residence. - In the Customs Tax ID field, enter the tax identification number you want to use for international shipments. Add, modify, or delete carton information 4. Do one of the following: If you are on the Job Shipment Add (Add Direct) page, complete the following fields on the Carton1, Carton2, and Carton3 tabs, as applicable. Note: If you click [Add] on the Job Shipment Add page without entering any carton information, the Add New Carton pop-up page appears, and prompts you to enter the information for at least one carton. Tip: If you want to include information for more than three different carton counts, enter the fields on the Carton1, Carton2, and Carton3 tabs, and click [Add] on the Job Shipment Add Page. Then click [Add New Record] on the Carton Info tab on the Job Shipments Detail (Detail Direct) page. Tip: Use the Carton2 tab and Carton 3 tab, as needed, if there are any odd count cartons. Example: You need to ship 525 pieces to the same address. There are ten cartons containing 50 pieces each, and one carton containing 25 pieces each. On the Carton1 tab, enter 10 in the Carton1 Count field, and enter 50 in the Carton1 Quantity field. On the Carton2 tab, enter 1 in the Carton2 Count field, and enter 25 in the Carton2 Quantity field. - In the Carton# Count field, enter the number of cartons that contain the same number of pieces that you want to include in this shipment. - In the Carton# Quantity field, enter the number of pieces included in each of these cartons. 7/23/2010 21
- In the Carton# Note field, enter a brief description of these cartons, up to 40 alphanumeric characters. - In the Carton# Tracking Number field, enter the vendor s tracking number for these cartons. If you are on the Job Shipments Detail page, and want to add a new carton to this shipment, on the Carton tab, click [Add New Carton], and do the following in the new row of the grid, as applicable: - In the Count field (required), enter the number of cartons of this part that you want to add to this shipment. - In the Quantity field (required), enter the number of pieces included in each of these cartons. Note: The system validates the quantity data on the carton record, and if a shipment's quantity calculation causes an overflow, the system displays a value of -1 in the Quantity field. - In the Total Carton Quantity field (not editable and available only on the grid on the Carton tab), the system calculates the total carton quantity, based on the number of cartons in the carton set and the number of pieces in each carton. - In the Skid Count field (available only in the grid on the Carton tab), enter the total number of skids for this carton. - In the Total Skid Quantity field (not editable and available only on the grid on the Carton tab), the system calculates the total quantity to ship for this carton set and skid. - In the Note field, enter a brief description of these cartons, up to 40 alphanumeric characters. - To populate the Tracking Number field, you must first add the carton set, then click the corresponding magnifying glass icon, and enter the vendor s tracking number for this carton. Tip: To track the carton using the tracking number in the Tracking Number field, click the hyperlink in the View Tracking field on the Carton Info pop-up page, or click the tracking number hyperlink in the carton grid on the Carton tab. - To save your changes, click [Update]. 7/23/2010 22
If you are on the Job Shipments Detail (Detail Direct) page, and want to modify any of the carton information for this shipment, click the magnifying glass icon next to the applicable carton., and do all of the following on the Carton Info pop-up page, as applicable: - In the Skid field, select the skid on which this carton resides, - In the Actual Date field, enter the date the carton was shipped. - In the Actual Time field, enter the time the carton was shipped. - In the Received By field, enter the name of the person who received the carton. Note: If this field is blank and you enter a value, the system sends an email to the email addresses listed in the Email, CSR Email, and Salesperson Email fields on the customer record for the job, indicating that the carton was delivered to the person you specify. - In the Voice Receipt field, enter, or click [Browse] to select, a the customer s voice receipt on the delivery of this carton. - Modify the remaining fields, as applicable, using the above field descriptions. - Click [Update] to save your changes, or, to delete this carton, click [Delete]. Note: You can also check the box in the Delete field of the carton grid, and click [Update] to delete a carton. 5. Do one of the following: If you are on the Job Shipment Add (Add Direct) page, click [Add] to save your shipment information. The Job Shipments Detail (Detail Direct) page appears, with the Object Added message at the top of the page. If you are on the Job Shipments Detail (Detail Direct) page, to save your changes, click [Update]. The Job Shipments Detail (Detail Direct) page refreshes, with the Updated message at the top of the page. If you are on the Job Shipments Detail (Detail Direct) page, to delete this shipment, click [Delete], then click [OK] when prompted to confirm the deletion. 7/23/2010 23
Note: You can delete planned shipments only. (Your system administrator must check the box in the Planned field on the Shipment Type Details page for the shipment type, or you must manually enable the Planned field on the job shipment.) The Job Shipments List page appears. 7/23/2010 24
Locate job shipments Tip: If you are on the Job Details page or Job Part Details page and want to view a list of job shipments related to a job or job part, click [Job Shipment] on the gray navigational toolbar at the top of the page. 1. From the EFI Pace main menu, click Production, then move the mouse over Job Control Center, then over Shipping, then click Shipments. The Job Shipments List page appears. 2. Enter values in the Search and for fields, or leave the for field blank for a list of all shipments in the system. 3. Click [Find]. The Job Shipments List page refreshes with a list of results that match the criteria you entered. 4. Click the magnifying glass icon next to the shipment you want to view or update. The Job Shipments Detail (Detail Direct) page appears for the job shipment you selected. 7/23/2010 25
Track job shipments 1. Do one of the following, depending on where you are in the system: From the Job Details or Job Part Details page, click [Job Shipment] on the gray navigational toolbar at the top of the page. The Job Shipments List page appears with a shipping/receiving log of shipments related to the job or job part. Navigate to the Shipments List page, enter values in the Search and for fields, and click [Find]. Refer to the Locate job shipments topic in this Quick Start Guide for more information. 2. On the Job Shipment List page or Shipments List page, click the magnifying glass icon next to the shipment you want to track. The Job Shipments Detail (Detail Direct) page appears for the shipment you selected. 3. On the Job Shipments Detail (Detail Direct) page, on the General Shipment tab, if the Job Shipment includes a tracking number, click the link in the View Tracking field. If tracking information appears at the Carton level, click the Carton tab and then do one of the following: Click the hyperlink in the tracking number column. Click the magnifying glass icon next to the desired carton, and then click the hyperlink in the View Tracking field. Another browser window appears and displays the carrier s web site, with the applicable tracking information. 7/23/2010 26
Print shipping labels or delivery receipts/ packing slips Note: The shipping label and delivery ticket options are based on the shipment type settings, and therefore, may not be available for all shipments. 1. Navigate to the Job Shipments Detail (Detail Direct) page for the shipment for which you want to print a delivery ticket or label. Refer to the Locate job shipments topic in this Quick Start Guide for more information. 2. On the Job Shipments Detail page, do one of the following: On the EFI Pace button toolbar, to print a shipping label, click [Shipping Labels]. On the EFI Pace button toolbar, to print a delivery receipt/packing slip, click [Del Ticket]. On the gray navigational toolbar, click [Reports]. The Reports Listing page appears. Click [Shipping labels] to print a shipping label, or click [Delivery Receipt] to print a delivery receipt/packing slip. The Report Viewer page appears with the appropriate label or delivery receipt/packing slip information. 3. To print the report, click the printer icon at the top of the page. The Print dialog box appears. 4. On the Print dialog box, select the appropriate options then click [OK]. EFI Pace prints the report. 5. To return to the Job Shipments Details or Report Listing page, click the X in the top right corner of the Report Viewer page. The Job Shipments Details or Report Listing page reappears. 7/23/2010 27