This parameter is set automatically by the program. It is related to the Collection and Shipment Date Code and determines which Masters to be shown by a look-up from a Sales Line or Purchase Line. It is also essential to the TRIMIT Collection Management regarding the correlation between the Collection No., Shipment Date Code and Shipment Date / Expected Receipt Date of the Sales Line / Purchase Line.

To make the program act by look-up as described for the various settings below, you must set a check mark in the Advanced No. Lookup / Advanced No. Lookup parameter of the Sales & Receivables Setup / Purchases & Payables Setup, respectively.

You are allowed to change the Shipment Date Code Handling manually but if you are about to create a conflict between Shipment Date Code Handling and the setting of the Collection No. and Shipment Date Code fields, the program will automatically solve the problem by removing the value(s) from the Collection No. and/or Shipment Date Code field(s).

You have the following options:


Shipment Date Code Handling

Function

Based on Setup

If both Collection No. and Shipment Date Code are empty, this field will by default be set to Based on Setup.

Based on Setup means that the setting of the Shipment Date Code Handling field in the Sales & Receivables Setup / Shipment Date Code Handling field in the Purchases & Payables Setup will be taken into account instead.

Show All Items Related to the Collection and Find Next Shipment Date

If the Collection No. has been filled in and the Shipment Date Code is empty, this field will by default be set to Show All Items Related to the Collection and Find Next Shipment Date.

All Masters related either directly to the Collection No. or to one of the related Collection Shipment Date Codes will be shown by look-up and in the matrix the VarDim Variant Options related to the Collection or the related Collection Shipment Date Codes will be displayed.

The Shipment Date Code of the Sales Line / Purchase Line will be set to the first possible with a Shipment Date / Expected Receipt Date equal to or later than the current work date.
If the Master / Item is also related to a Collection Shipment Date Code earlier than the current work date, the Shipment Date Code of the Sales Line / Purchase Line will be set to earliest Shipment Date Code after the work date, even though the Master / Item is not related to it.
The Shipment Date / Expected Receipt Date will be transferred from the Collection Shipment Date table.

This option in combination with a value in Collection No. and a check mark in the Choose Item Shipment Date Code in Matrix field will enable you to manually select one of the available Shipment Date Codes per Item in the matrix.

Show Only Items Related to the Current Collection and Collection Shipment Date Code

If both Collection No. and Shipment Date Code have been filled in, this field will by default be set to Show Only Items Related to the Current Collection and Collection Shipment Date Code.

Only Masters related to a combination of the current Collection No. and Shipment Date Code will be shown by look-up and in the matrix only the VarDim Variant Options related to the Collection Shipment Date Code will be displayed.
The Shipment Date Code of the Sales Line / Purchase Line will be transferred from the Order Type and the Shipment Date / Expected Receipt Date will be transferred from the Collection Shipment Date table.

This option in combination with a value in Collection No. and an empty Shipment Date Code field will require that you manually select the Shipment Date Code by creation of Sales Lines / Purchase Lines. When you enter a Master No. into the Sales Line / Purchase Line, a page will open for selecting the required Shipment Date Code.
If you decide not to select a Shipment Date Code, you can escape out of the page and enter the order line without any Shipment Date Code. The Shipment Date / Expected Receipt Date will then be transferred from the order header.

Show Only Items Related to the Current Shipment Date Code

If the Shipment Date Code has been filled in and the Collection No. is empty, this field will by default be set to Show Only Items Related to the Current Shipment Date Code.

All Masters related to the Shipment Date Code will be shown by look-up and in the matrix the VarDim Variant Options related to the Shipment Date Code will be displayed.

The Shipment Date Code of the Sales Line / Purchase Line will be transferred from the Order Type and the Shipment Date / Expected Receipt Date will be transferred from the Shipment Date Code table.

This option in combination with an empty Shipment Date Code field will require that you manually select the Shipment Date Code by creation of Sales Lines / Purchase Lines. When you enter a Master No. into the Sales Line / Purchase Line, a page will open for selecting the required Shipment Date Code.
If you decide not to select a Shipment Date Code, you can escape out of the page and enter the order line without any Shipment Date Code. The Shipment Date / Expected Receipt Date will then be transferred from the order header.

None

This option indicates that the TRIMIT Collection Management is deactivated. However, in combination with a Collection No. only Masters related either directly to the Collection No. or to one of the related Collection Shipment Date Codes will be shown by look-up and in the matrix only the VarDim Variant Options related to the Collection or the related Collection Shipment Date Codes will be displayed.
In other words you will have a filter by look-up but no collection management so you will also be able to create order lines with Masters which are not related to the Collection.

See Also