Inbound

Venture Management
venture maintenance
- create container
- container information
- container delivery order
- container traffic instruction sheet
- container view
- break down container

venture transactions
container maintenance
- create container
- container information
- container delivery order
- container instruction sheet
- container view
- breakdown container
container transactions
- create in transit
- undo in transit
- receipt of container
-
delete container

Logistics Elements
ports
warehouses
customs house broker
freight carrier

Queries
venture filtering
inventory management

Reports
venture analysis

Outbound

Release Management
final matching
inventory allocation
process release
delivery maintenance
- create delivery
- delivery information
- view delivery
- delete delivery
- delivery order

- delivery packing list
- ship & invoice


Queries
release sort & filter

Reports
release analysis

 

 

Logistics - Main Menu

 
 
From within the initial entry screen of the application:
 
   
Select   Logistics  
    This will take you to the Logistics Main Menu  
       
    From within this section of the application, the following information is maintained:  
         
       
         
Inbound
         
  Venture/Container Management  

 

         
  Venture Maintenance  

Create a Venture without adding it to a container and manage that Venture's logistics information.

Manage the Documents for that venture including the Certificate of Analysis entry.

Manage the Packing List Information (if applicable) through Lot Entry, Quantity Review, and Packing List views.

         
    Venture Certificate of Anaylsis (optional)   Manage the entry of Certificate of Analysis data. This data can be compared to the original Purchase Specifications indicating whether product "Meets Spec" or not. This data can also be used to later compare against a Customer's Sale Specifications and indicate whether the Venture meets that Customer's Specifications as well. (For Information on how to enter in Specification Headings click here)
         
  Venture Transactions  

Put the Venture that is not part of a container in Transit, remove that Venture from In Transit and put it back to "At Source," receive a Venture that is not part of a Container or Undo the Receipt of a Venture.

Delete A Venture - Only At Source Ventures without packing lists can be deleted.

Warehouse Transfers - Start a transfer, create a Delivery Order for that Transfer, Receive a Transfer, Undo Receipt (Put the Transfer back 'In Transit') or Undo (Remove) all Transfers for a given Venture.

         
  Container Maintenance  

Create a Container and associate Venture(s) with it.

Enter shipping logistics information, track documentation status, upload documents and files to the server and associate them with the Container.

Create system-generated documents:Container Delivery Order, Container Traffic Instruction Sheet.

         
  Container Transactions  

Put a Container In Transit, Undo a Container In Transit, Receive a Container, Delete a Container, begin tracking Venture Costs.

         
  Logistics Elements    
         
  Ports   Maintain a list of Ports - Add, View, Edit, Delete.
         
  Warehouses   Maintain a list of Warehouses - Add, View, Edit, Delete.
         
  Customs House Broker   Maintain a list of Customs House Brokers - Add, View, Edit, Delete.
         
  Freight Carrier   Maintain a list of Freight Carriers - Add, View, Edit, Delete.
         
  Queries    
         
  Venture Explorer  

A Query tool that can be customized to display different details about a Venture in different ways. The user selects initial filtering options through a "Basic" or "Advanced" filter tool then clicks Proceed. A "Venture Explorer Scan" is loaded displaying the results of the query with a list of sortable columns which can also be exported to MS Excel. Additional filtering can be done after the initial filter is run.

         
  Inventory Management   A Query tool that can be customized to display different details about all "Moved to Warehouse" Ventures in different ways. A more traditional view of existing on hand inventory, that can also be exported to MS Excel.
         
  Reports    
         
  Venture Analysis   A function within VIS, which will provide the user with a detailed summary of information about a given Venture. Its purpose is to give the user a complete view of the Venture, including financial information, logistics information and inventory information as well as shipment documentation. It can be accessed from the Main Menu (Venture Management: Venture Analysis or Reports: Venture Analysis).
         
Outbound
         
  Release Management    
         
  Final Matching   (Allocation, Inventory Allocation) -The process of matching goods from available inventory (whether In Transit or Received into a Warehouse) by selecting specific packages from their associated ventures and applying them against open Sales to customers. Inventory Allocation (a more generalized matching process, similar to most other systems) is also available through VIS.
         
    Inventory Allocation   The process of matching goods from available inventory (whether In Transit or Received into a Warehouse) by selecting the warehouse that goods should be drawn from (rather than associated ventures) and applying them against open Sales to customers. Final Matching (a more specific matching process, unlike other systems) is also available through Inventory Allocation.
         
    Process Release    
         
  Delivery Maintenance  

Create a Customer Delivery and associate Venture(s) with it.

Delete Deliveries.

Create system-generated documents: Customer Delivery Order(s), Customer Packing List(s), Route Planning, Invoice.

Ship and generate Invoices.

 

         
  Queries    
         
  Release Explorer   The Release Explorer in VIS can be accessed from Shipment Management in The VIS Main Menu or from the VIS Navigation Bar. Release Explorer is used to identify a given Shipment (or Release) or group of Shipments to a Customer, based on one or many criteria for filtering.
         
  Reports    
         
  Release Analysis    
         

 

 

 

 

 

 

   
 

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