Creating a Shipping Document

Prerequisites

You must know the following if you want to create a shipping document:

  • which type of document you want to create (acquisition, retirement, change of activity type, shipping or inventory document)

Procedure

  1. On the initial screen choose Start of the navigation path Logistics Next navigation step Construction Equipment Management Next navigation step Transaction Data Next navigation step Documents Next navigation step Shipping Documents Next navigation step Change End of the navigation path or enter transaction J3GI.

    The Create Shipping Document: Initial Screen appears.

  2. Enter a document type.

    Note Note

    The document type in (settings in Customizing) controls which resources you can enter in the shipping document. The screen layout for the shipping document (settings in Customizing) determines which fields are displayed and which are hidden in the document, which fields are required entry fields and which are optional.

    End of the note.

  3. Choose Enter .

  4. Enter an external document number.

    Note Note

    If you do not enter an external document number in this field, the system saves the internal document number as the external document number.

    End of the note.

  5. Enter a document date. This date must be later than the valid-from date of the equipment you want to enter.

  6. Enter a sender and/or a recipient in accordance with the document type. Depending on whether you are dealing with an acquisition, shipping, a change of activity type or a retirement, you must enter a sender and/or a recipient.

  7. Enter your desired equipment or material on item level. Enter a quantity and an activity type for each item. You do not have to enter a quantity for equipment items. The system automatically enters the value 1.

    Note Note

    You can only enter materials for which a material type has been defined in Customizing. Because of the link to Materials Management (MM), during shipping if the sender and/or recipient has reference type Warehouse the system posts a material document when you save the shipping document.

    End of the note.

  8. You can transfer equipment that has been planned from the requisition note to the shipping document by choosing Requirements . This only applies to requirement items that have the status Confirmed .

    The status changes to reflect the fact that shipping has taken place when you transfer a requirements item. If you then delete this item from the shipping document, the status in the requisition note returns to Confirmed and the item is displayed for this recipient again the next time you want to transfer confirmed requirements.

    You can find further information on this subject under Changing and Displaying the Requirements Overview .

    Caution Caution

    At present, the system does not perform a stock check to determine whether the equipment really is on the sending site.

    End of the caution.

  9. Using function Clear usage site a list of equipment and material belonging to the sender appears. In this list you can change the quantity and the activity type and copy them to the shipping document.

  10. Using Header <->Item you can navigate between header and item data, for example if you want to change the document date, recipient, or so on.

  11. Save your shipping document after you have entered all the items.

    A message confirming that the data for the shipping document/shipping document number has been saved appears at the bottom of the screen.

Result

You have created a Shipping Document .