Invoices can be created from another document or directly. StarShip can ship both. Once the Invoice is shipped, the tracking information is written back to the Invoice in SAP.
This section contains general information for manually shipping against Invoices. You can also use StarShip's Shipping Assistant, which simplifies shipping by providing a graphical, step-by-step means of importing, classifying, and packing items originating from source documents. If enabled, it will appear automatically when you import Invoices into StarShip.
Shipping Assistant
If you want to use StarShip's Shipping Assistant, make sure you have the Preferences setting "Always use Shipping Assistant when importing orders" checked in StarShip Setup. You can find it under Shipping Assistant Preferences for Parcel and for Freight.
To launch the Shipping Assistant from the Ship screen, click the Shipping Assistant button in the toolbar:
Make sure you have SAP B1 (version) Invoices selected in the Document field:
If you are entering the Invoice number, type it into the Invoice field.
If you want to browse a list of Invoices, click the magnifying glass next to the SAP B1 for HANA Invoice field.
Use the available filters to narrow down and sort your search results. The default setting for filtering Invoices is the Past Month. If you want to change the date range, you can click on the double arrows next to the filter for a list of other choices.
You can also add more filters to this or you can remove the default filter and change the filters to narrow down and sort your search results. The available filters vary depending upon the currently selected document.
See Search/Batch Processing for more information about Filters, Columns, and the Search/Batch window.
Note : You can click the "Group Related Orders" check box to view related orders grouped by the Ship To Address. The ability to do this is based on checking the "Retrieve related documents when shipping" setting in SAP Options.
This option will process one or multiple Invoices without the user editing the shipment(s). StarShip will process the shipment(s) according to the batch settings you select. You can select to Ship/Process the shipment with or without printing labels and documents. You can also define what StarShip should do if an error occurs. For more information, see Batch Settings.
This option will import the Invoice into the Ship screen. To select a single Invoice, double-click the row (or check the box and click the Load Document button). If any line items have previously been shipped, StarShip retrieves related freight information (if applicable). If items have not been shipped before, or line item detail is not mapped to SAP, you may need to enter additional information, such as freight class. Next, pack the line items in the shipment into packages.
You can pack the shipment manually, by clicking the Packaging View button. In the Packaging View, drag and drop the items into first level packaging (for example, Box).
Line items can be packed using learned or created packaging scenarios (added or modified in Maintain Inventory). If you've shipped any of the items before, StarShip retrieves packaging scenarios and automatically packs those items into first level packaging (boxes, cartons, etc). By default, auto-packing based on packaging scenarios is not enabled. You can enable this setting in Setup > Preferences under Shipment Processing (for Freight or Parcel); check the option, "Automatically pack items based on packaging scenarios." Control how items are packed using the related Auto Pack Preference setting below it.
Note: StarShip supports mixed items in one box. However, StarShip can only learn packaging scenarios for future shipments when you have one type of item in one package. The auto-learning of packaging scenarios is optional and can be disabled.
Items imported from SAP Invoices can be packed automatically into a default box. StarShip will pack loose items into default packaging based on the Preferences setting, "When importing orders, pack all loose items into a default package." This is the default setting; if you want to change this default, uncheck this setting in Parcel or Freight Preferences setup under Shipment Processing. Note that this setting is worded differently for Freight Preferences because it takes pallets into account.
More Information : Line Items
Enter Packaging Details
Packaging
For Parcel shipments, you would enter package detail for existing packages. Remain in the Packaging View and navigate through the packages to weigh them or add package level details on the Packaging tab.
BOL (Freight Shipments)
For Freight shipments, StarShip populates the bill of lading using line item and packing information. Bill of Lading settings in Freight Setup allow you some flexibility regarding how StarShip converts item packaging information into the bill of lading body. Typically, similar items with the same class are grouped under one general description. The commodity description may be edited on the BOL tab. You can also manually enter the BOL.
Enter Freight Billing Info
Enter or modify the freight billing information of the shipment, if necessary.
Select the Shipping Method
If you mapped your Shipping Types in Customize Interface, the Carrier/Service will be automatically populated based on the SAP Invoice. If you need to select the Carrier/Service, select from the drop-down lists. Then, enter shipment detail that was not populated.
Rate the Shipment
Rate the shipment with the currently selected carrier by clicking Rate from the File menu or by pressing Ctrl + Alt + R. To rate shop, click the Rate Shop button in the toolbar or press Ctrl + Alt + S. Select a carrier from the Rate Shop tab. For more information, see Shipping Process > Rating in the StarShip Help.
Ready Date and Time
Enter the shipment's Ready Date (and Pickup Time, for Freight) on the Shipment tab.
Save the shipment
There are two options for saving shipments.
Save: To save a shipment without processing it, select Shipment > Save, press Ctrl + S, or click the Save button on the toolbar. This action saves the shipment as a draft, but does not process the shipment, request pickup from the carrier, automatically print shipping documentation, or write back any information to SAP. The shipment is essentially saved as a draft so you may open it and make changes.
Ship/Process: To process a shipment, select Shipment > Ship/Process or select the Ship/Process button from the toolbar. The shipment is tendered to the carrier. If you set up the bill of lading and/or labels to print automatically, they are now generated. StarShip also performs write-back of Freight and Notes to SAP. Once a shipment is processed, the Shipment Status changes from Open to Processed on the Shipment tab. The status can now be modified.
After you Ship/Process a shipment, StarShip writes the Master Tracking Number to the Logistics tab on the SAP Invoice.
For more information about Sales Order write-back, see Write-Back End Results.