Outbound - Release Management - final matching

Final Matching:		Final Matching - Step 1
!	Final matching may be performed either prior to or following the receipt of the Container/Venture (?); however a Packing List must have already been created. (???) BEAR IN MIND THAT DEPENDING ON TRACKING LEVEL THIS MAY OR MAY NOT BE DONE MANUALLY EG. VENTURE LEVEL IT WOULD HAVE BEEN DONE AUTOMATICALLY DURING IN TRANSIT AS A RESULT OF PUTTING IT IN TRANSIT.

From within the Logistics section of the application:

Select	< Final Matching
	This will take you to the Final Matching section (see image right):

Select	< All Products - this will take you to a list scan of all Products with Open Sales Order Line Items (see image right):	Open SO Product Scan
	OR	Open SO Product Scan
	< Specific Products - this will take you to a ............. (see image right):	Open SO Specific Product
	OR	Open SO Specific Product
	< Specific Customer - this will take you to a ............. (see image right):


Select	< Sales Order Line Item # - for the Item you want to match with a Purchase Order Line Item/Venture product.

	This will take you to the next step in the Final Matching process (see image right):	Final Matching- Step 2

	This shows a list of Purchase Order Line Item/Venture products that are available to match against the Open Sales Order Line Item product, with the two sides of the transaction to be matched clearly illustrated.

Final Matching

	Sales Order	- the Sales Order Line Item # that you have selected to match & the Customer.

	ETD	- intially set up during Sales Order Line Level Shipment Maintenance.

	ETA

	Item #	- the Product ID & Description.

	Quantity	- the Quantity ordered.

	Remaining Quantity	- system-generated - calculates based on the Quantity not yet matched to date.

	Matched	- system-generated - calculates based on the Quantity matched to date.

Available Ventures

	Back To Back	- Yes/No - based on whether the Purchase Order/Venture was initially set up as a direct/drop-shipment.

	Venture #	- the Purchase Order Line Item Shipment/Venture products available for matching.

	Vendor ID	- the Vendor from whom the product was purchased.

	Warehouse	- the Warehouse in which the Product is located (if the Container in which the product was shipped has already been received).

	Units Available	- the Quantity of product still available at the Warehouse/in the Purchase Order/Venture to be matched against the Sales Order.

	Units Matched	- system-generated - calculates based on the Quantity matched to date.


Select		< Match - to match the total Quantity of the available product to the Sales Order.
		OR
Select		< Lots - to select specific Lots of the available product to match to the Sales Order. See Lot Level Matching.
		OR
Select		<< AutoMatch - to have the VISCO application automatically assign the available product to match to the Sales Order.


Select		<< Logistics Instructions - to begin attaching specific instructions to the shipment without intending to Release to Logistics at this time.(not show up here, what if multiple ventures in shipment, multiple logistics instructions may be conflicting etc. NO - THE PROBLEM COMES WHEN MORE THAN 1 RELEASE IN A DELIVERY AND HAS LOGISTICS.)
!		Logistics Instructions can be entered here without requiring an immediate Release to Logistics.
		OR

Select	<< Proceed	Final Matching - Step 3
	This will take you to the next step in the Final Matching process (see image right):

	Here you have the option to either:

Select	<< Release to Logistics	Final Matching - Step 4 (Release to Logistics)
	If Release to Logistics is selected you will once again be given the opportunity to attach specific Logistics Instructions to the shipment (see image right).
Select	<< Done
	OR
Select	<< Do not Release
	If Do not Release is selected, the match between the Sales Order Line Item and Purchase Order Line Item/Venture is saved without the realease, however the Purchase Order Line Item/Venture will show in the VISCO application as having been matched i.e. committed, thus preventing a double-match.


Attaching Logistics Instructions to a Match without Releasing:

Select	<< Logistics Instructions - to begin attaching specific instructions to the shipment without intending to Release to Logistics at this time. This will take you the next step in the Final Matching process (see image right):	Final Matching - Step 4 (Logistics Instructions Only)

Enter	Logistics instructions text.

Select	<< Proceed

Select	<< Do not Release

Lot Level Matching - select List

Package Level Matching - select Packages

Venture Level Matching - select "blank"?

Final Matching: