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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)

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Enter your User ID and

Password here

Note: User ID and Password are assigned by MIS. The fields are NOT case-sensitive.

Sign On

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Click the check (or hit the Enter key) to proceed

Welcome

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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

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Page 13Adjustment of Units Billed (Prepacks)

Click OK

To adjust prepacks you must enter the total pieces shipped (billed) for that style/color

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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

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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

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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