Page 1
Billing Drop Shipments
RLM System
Page 2Drop Ship Billing
• Drop Ship billing is very similar to Outside Contractor Billing, except that billing is done to a specific Bates number, not an FGPO
• Therefore, before billing can take place the customer’s order must be received as inventory
• In addition, if the quantity of units being billed is greater than the available units you must contact Order Entry and have them increase the order quantity to allow for the billed units
(Skip to Main Menu)
Page 3Glossary of Training Terms
• The following terms will be used throughout this training program:– Field: A box on the screen into which you enter
information– Value: The information (data) being entered in the
field. Example: Division number, FGPO number– Icon: An image you may click to perform a function
such as select, submit or exit– (Single-)Click: Also “Select.” Hitting the left mouse
button once. This will activate an icon or select a row in a list of values
– Double-click: Hitting the left mouse button twice o the same part of the screen. Used only to select and return a value from a list.
Page 4Using the RLM System
• These are the primary RLM icons you will use:– Search: Located next to entry fields. Clicking this
icon brings up a pop-up window with a list of all possible values for the field (for example, the next to the Division field will show a list of all divisions) (Shift-F9 keys or F21 key)
– Select: Located on the Search pop-up windows. You may click on a line and click Select to return its value to the main screen
– OK (Submit): Located in the bottom right corner of each screen. Processes the information on screen and brings you to the next screen
– Return (Back): Located at the top of each screen. Click this icon to go back one screen (F2 key)
– Exit: Located at the top of each screen. Click this icon to return to the menu or close a pop-up (F3 key)
Page 5
Enter your User ID and
Password here
Note: User ID and Password are assigned by MIS. The fields are NOT case-sensitive.
Sign On
Page 6
Click the check (or hit the Enter key) to proceed
Welcome
Page 7
Enter the company
number in the Company field
If you don’t enter a Company or enter the wrong number, you will receive this
error: Click OK
Select Application
Enter the application number for the menu
or click the correct button in the menu at
left
Enter the application number for the Billing
menu or click the correct button in the
menu at left
Page 8Billing Entry Screen
Enter the security ID assigned to you
by MIS (usually your initials)
Enter the Bates number in the
Control number field or click the icon to select from
a list
Enter your security ID for Picker and
Packer IDs as well
Click OK
Page 9Control Number Selection
If you clicked the icon, this window
appears Type the Account number and press the Enter key to
search by account
Type the Customer PO number here and press the Enter key to search (you may need to add two zeroes to
the start of the number)
Double-click on a line to select it and return to the initial screen
Click OK
Page 10Billing Header Entry
Enter the invoice
(today’s) date here
Enter the total dollar value being billed (no decimal point). You
can skip this and come back later
Verify all the information on the header against the order
Enter or update the routing
number
Enter the number of units being
billed
Click OK
Page 11Billing Detail Lines
• The system will now display a list of styles on the order being billed. Each style and color combination has its own line
• If all the pieces on the order are being billed, you may simply Balance and Print the order (F9 key)
• If any style/color is shipped in a quantity different from the ordered quantity, follow the instructions on the next slides to adjust the billing information.
Page 12List of Styles to Bill
Enter “S” in the “Sel” column to adjust the quantity being billed
Click OK
If any line is not to be billed at this time,
enter “D” in the “Sel” column
000063
Page 13Adjustment of Units Billed (Prepacks)
Click OK
To adjust prepacks you must enter the total pieces shipped (billed) for that style/color
000063
Note: If the quantity of units being billed is greater than the ordered units, you must
contact Order Entry and have them increase the order quantity.
Page 14Adjustment of Units Billed (Open Stock)
…as well as the individual size
quantities being billed for that style/color.
Note: The sum of all the pieces by size must equal the value in
“Pieces Shipped.” Click OK
000063
To adjust 00As you must enter the total Pieces
Shipped (billed)…
Page 15List of Styles with Back-ordered Quantity
The “NO-SHIP” line indicates that a quantity has been
removed from the original order amount
Click “Balance/Check Credit” to complete and print the billing
000063
Page 16Balance
Click OK to return to the
header
If everything balances, the system will return to the billing start screen. If your
pieces or cost are out of balance you will see this screen:
Page 17Uncompleted Invoice
If you exited an invoice without balancing it, the next time you enter the program, you will receive this message
Click “Continue.” The uncompleted invoice will appear
Page 18Deleting a Billing Session (if necessary)
Click the “Cancel Invoice” button
Click OK to continue
working with the invoice
Click “Delete” to remove the
billing information