• Inbound Container Handling Implementation Questionnaire

  • Overview

  • The goal of this document is to facilitate the implementation of the Inbound Container Handling app by implementation teams. A series of questions highlights general use cases and the setup fields that must be configured for each. Setup questions are categorized in the following topics/areas:  

    • General; includes container naming conventions, measuring systems, locations, and others. 
    • Receiving; includes over receiving, undoing receipts, and multiple transfers.   
    • Transfers; includes multiple transfers, transfers processing.  

    Example:  

    1.      Is there a naming format that containers must follow?   (Question/Use case) 

    a.       Container Nos.                                                                  Setup 1 

    b.       Use Default Counter as ID                                               Setup 2 

    Remember to complete the application Onboarding Wizard. This wizard is designed to avoid common issues caused by missing permissions or due to missing registration details.  

    Note that the application includes a total of 5 user-defined fields for each of the following categories:  

    • Free text 
    • Date 
    • Toggle 

  • General

    Identify configurations that influence the creation and general management of Containers, including single vs multiple vendor containers, the naming of containers and the documents it creates, and UOMs. 
    • Basic Container Use:  

    • What is your receiving process like?

      Note that when you receive a container (issue a receipt), you take legal ownership of the goods being transported in it.
    • Container types (single vs multiple vendor), UOMs, and capacity:  
    • Naming of Containers and the documents these create 
    • When a Purchase Order is linked (loaded) to a container, each one of the individual order lines in the document is added to and listed in the container (card). What type of Orders & Lines will be added to containers 

  • Receiving 

    Identify configurations that influence container receiving, including the type of receiving (FOB vs Standard), the locations containers are received to, and how quantities are treated.  
    • When a container is received, the receiver issues a receipt document and takes legal ownership of the container. Containers can be received at the port of shipment (FOB receipt), or at a physical location designated by the receiver (Standard).  
    • Containers can be received in different locations, and each of these locations can have different characteristics 
    • Quantities and over / under receiving 

  • Transfers

    Identify configurations that influence container transfers. These setups are found in the Transfer section of the Container Setup page. 
  • Should be Empty: