Manually Shipping a Customer Order
To manually ship a customer order:
- Open the Order
Shipping form.
CAUTION: If
the Credit Hold field is selected on either the Customer Orders
form or the Customers
form, the system does not let you ship the customer order. In
a multi-site environment, the system checks the customer's credit
limit to determine if it is exceeded.
- Select the order you want to ship. You can either:
- Accept the defaults and ship the entire order as it appears
on the form by clicking Select All; or
- Click the Select check box on a particular line in the
order and ship only that line.
NOTE: The Ship
Partial check box indicates whether this customer accepts partial
shipments. This flag is informational only. It does not restrict shipment.
- You can also change the following information on the form:
- CR Return
- Location
- Lot
- Quantity
- U/M
After the information has been updated, you can then either ship
the entire order or ship an individual line.
NOTE: The Ship
Early check box indicates whether this customer accepts early
shipments. This flag is informational only. It does not restrict shipment.
After you have successfully shipped the order or line, the Ship Status
changes from Ordered to Filled.
Notes
- This functionality is different from the Picking, Packing, and
Shipping functionality, and it is recommended that you either choose
to use the picking, packing, and shipping functionality or use the
standard shipping functionality (Order Shipping form). They were not
designed to be used together. Even though the two are separate, there
is some interaction. If you ship a quantity through Order Shipping
or return a quantity through Order Shipping, the Pick Workbench is
aware. If there is quantity in use through the Picking, Packing, and
Shipping process, the Order Shipping form is aware.
- When there is not enough quantity in the primary location to fill
a shipment, multiple shipping lines display for the same line when
quantity exists in other locations or lots to fill the shipment.
- If there is a negative on-hand quantity, you can still ship the
order by selecting the On
Hand Negative check box. This check box is enabled when the On
Hand Neg Flag check box is selected on the Inventory Parameters
form.
- If the customer has a VAT number, the system verifies that the
number is valid as of the transaction date; if not, a warning message
displays, but shipment is allowed.
- Shipping can be performed for only one warehouse at a time. If
you select an order line that has been allocated to a different warehouse,
the form will display an error message informing you that you cannot
ship this item from the current warehouse.
Related Topics
Order Entry Steps