Scan Barcode Shipping

Any shipments made out of FORMULATRIX need to be scanned before they are shipped, to ensure that the correct items in the correct quantities are being sent. Scan Barcode Shipping is usually performed by the warehouse team, and occurs after Shipment and Transaction records have been created in TIGA. After Scan Barcode Shipping is completed, the items are ready to be shipped.

Prerequisites

• The related Shipment has already been created in TIGA.

• The related Transaction has already been created in TIGA.

To scan barcode shipping:

1. Open the Transaction table in TIGA Bonded Zone, and click on the related Transaction record.

   OPTIONAL: If you received a notification email from TIGA about the shipment, open the email and click the link next to Transaction. You’ll be taken directly to the transaction record in TIGA.

2. Under the Related Tables, select any of the Transaction Line Items (TALI) records.

3. On the Actions menu, click Scan Barcode.

4. In the Scan Barcode Shipping window, type or select the appropriate information for the following fields:

   • You can scan items by FORMULATRIX (internal) part numbers (Item ID) or by vendor part numbers (Engineering PN). Depending on your situation one of those may be easier to scan or the only one available. TIGA allows you to scan by either two:

     1. To use Item ID, set Scan By to Item ID, and then enter (or use the scanner) the value on the Item ID field.

     2. To use the vendor PN, set Scan By accordingly and set the Engineering PN field.

   • Quantity — Type the requested items’ quantity. Make sure the items’ quantity matches the actual TALI quantity or the quantity of stock available, if the available stock is less than the requested quantity.

   • Storage — Type the name of the storage where the item(s) are stored.

5. Press Enter on your keyboard. The Issuance Line Items table displays the item transaction information.

6. Select all of the items in the Issuance Line Items table.

7. In the lower-right corner of the window, click Analyze. The Under Match Items information should display 0.

   # of Over Match refers to the number of items for which the quantity listed in the Issuance Line Items table exceeds the quantity listed in the TALI, and # of Under Match refers to the number of items for which the issued quantity is less than the requested quantity. If any items are Over Match, you will not be able to submit the shipment in TIGA. Under Match items can still be shipped, but it is recommended to ensure that you are sending as much of the available stock as you can before submitting the shipment.

8. Click Submit. At this point the item inventory for all of the corresponding submitted items will be reduced.

9. Under the Main Table, click the pencil button to edit the record.

10. In the Edit Transactions window, change the record’s Status to Closed.

11. In the lower-right corner of the window, click Update. At this point the item request status will automatically change to Fulfilled and you can prepare the requested items’ shipment to the specified address. Once you have shipped all of the requested items, you should update the shipment information in TIGA. For more information, see Updating Item Requests’ Shipment.

Post Conditions

After you complete the procedure below, the items shipped will be automatically deducted from the total inventory in their respective warehouse locations.

Scan Barcode Shipping is part of the following workflows:

Support Item Requests What to do when support requests an item for a customer
Requesting_Parts• Processing_Item_Requests• Scan Barcode Shipping• Receiving_Parts• Consuming_Parts• Returning Parts.