1. Home
  2. /
  3. User Guides
  4. /
  5. Distribution
  6. /
  7. Dispatching
  8. /
  9. Delivery handling
  10. /
  11. Working with outbound shipments
  12. /
  13. Create an outbound shipment

Create an outbound shipment

Related topics

The following describes how to manually create an outbound shipment and how to add sales order lines to it.

Prerequisites
Sales order lines can only be added to an outbound shipment if the following is true:

  • The sales order type that is used to enter the order must have the Shipment prep field set to YES.
  • The warehouse defined on the shipment header is the same as the one defined on the sales order line.
  • The values entered in Manner of transport and Vehicle in the shipment header are accepted by the Handling/Hazard code defined on the order line.
  1. Select the Work with outbound shipments menu item.
  2. On Work with outbound shipments, Headers, click Add to create a new outbound shipment.
  3. You access the Shipment header panel. Values must be entered in these fields:
    4. Shipment number
    The system will automatically assign a new shipment number.
    Description
    Enter a description of your shipment.
    Warehouse
    Enter the code that identifies the warehouse that will dispatch the goods.
    Disp date
    Enter the date that the goods will be dispatched to your customer. Today’s date is defaulted, but can be changed.
    Disp time
    Enter the dispatch time.
    Handler
    Enter a code from Work with signatures identifying the employee responsible for this transaction.
    Manner of transport
    Enter a code from Work with manners of transport to indicate how the goods will be transported to your customer.

    Click OK.

  4. You access the Shipment lines panel. Click Select lines to add sales order lines to your outbound shipment.
  5. On the Select lines panel, enter information in the search fields to narrow down the number of sales order lines that will be added to your outbound shipment. Note: The search parameters that you enter will be saved. These will also be available to you in the Work with unattached lines routine.

    6. Click OK.

  6. You access Select sales order lines. Mark the order lines that you want to add to your shipment and click Select/De-select.

    7. Tip: The S column is set to YES when a sales order line is selected.

    When you have marked all the lines that you want to add to your shipment, click Add sel lines.

  7. On Confirm selected lines, click OK to confirm the selected lines or Exit to cancel. Click OK.
  8. You return to Shipment lines where all order lines that have been added to the outbound shipment are displayed. On this panel you have several options. You can:
    • Click Delete to delete order lines from the shipment.
    • Click Move to move order lines to other shipments.
    • Click Maintain order or Maintain line to maintain sales order headers or lines.

    Exit the routine.

Related topics