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Daily, weekly or based on your companies company's individual shipping schedule, you will need to extract your orders that are ready to be shipped out of AMS to send to your compliance house and/or your shipping company.

The daily shipment extract is done in Order Management.  Order Management is located in the PS module; menu item PSORM.ORM.  Your first step is to double click on the menu item ORM.  It will take you to the log in screen pictured above.  Here you will be required to enter your clerk ID and password (if required). You will also need to enter a room and register.  Although entering a room and register is seemingly optional,  for extracting orders you must enter a room and a register.

Note

You can find and set up these clerks in the Maintain Clerk Master File (MCL).  Registers are maintained in the Maintain Register Master File (MRM).

There are drop down menus for both these options to help you choose.  Most AMS users will be performing this extract in a back office register. You will, most likely, have a register set up to perform jobs like the shipping extract. Once you have entered all the necessary information needed in the log in screen, you will select Accept.


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If you have already printed the documents previously, but need to select them again for an extract you will choose the Reprint options.  If you have already printed the documents as well as extracted the data, but you want to do another Data Export you would need to select the Print and Reprint Documents option.  After this selection has been made the Document Print Selection screen will come up.  This is where you will choose what you would like to extract and/or view, print email, etc.  If you are shipping in house, you probably will select both the Data Extract and the Packing Documents.  If you are sending a an excel spread sheet to the shipping company anything but the data export is probably unnecessary.   Ordinarily, you will want to skip the will calls and the futures and then sort by order.  The futures will most likely be pulled separately from you regular ship sales.  Your will calls are, by definition, not shipping; you will not want them to be exported to your shipping company
In the Destination statement you should have VIEW.  This is telling the system the you would like to view the extract.  This will cause the extract to pop up on your screen after you have selected Print.  You can send this extract to yourself or another AMS user.  If your user name is CHELSEA, you use INBOX=CHELSEA.  You can also email the extract; EMAIL:chelsea@ammsoftwarechelsea@amssoftware.com. 
 Now, you can select the print option.
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