Sales Order > Sales Order > Ship Sales Order

The Line Items Page in the Ship Sales Order function allows you to review the sales order’s line items and enter the quantities to be shipped.

To enter the ship quantity and other relevant information in this page, perform the following steps:

1.In the Line Items grid, enter the quantities of the line items to be shipped.

•If you want to ship all the open order quantities, click the Ship All button in the grid toolbar for the system to automatically enter the value in the Open Qty field to the Ship Qty field.

•If you ship only a portion of the open quantity, enter the quantity that you want to ship in the Ship Qty field in the selected line item.

•If the sales order has many line items and you want to ship all the order quantities of most of these line items, click the Ship All button and just make the necessary changes on the ship quantities for the other line items.

Notes:

•You cannot enter a value in the Ship Qty field if the drop ship line item has not been received.

•The total of the quantities to be shipped and the shipped quantities in the previous shipments should be less than or equal to the total received quantity for a particular drop ship line item.

2.Review, and accept or enter in the Bin field, a bin from where the line item will be shipped. The default bin is the bin with an on-hand quantity and with the lowest sequence number based on the sequence of bins defined in the Warehouse Maintenance of the selected warehouse.

3.You may click the Hide/Show () button in the selected line item to display the following additional tabs: Details tab, Remark tab, Bins tab, Special tab, Kit Formula tab, Tax Amount tab, and Advance Billing tab.

•Review the item information in the Details tab.

•Enter any remarks about this shipment in the Remarks tab.

•If you want to select a different bin where the item will be shipped from or select multiple bins, enter in the Ship Quantity column in the Bin tab the number of items to be shipped from each bin. You can also access the Bin tab by double-clicking the Ship Qty field in the Line Items grid.

•If the line item is a serialized, lot-controlled or kit inventory item, the Special…field displays a colored reference code SN, Lot or Kit. Specify in the Special tab the serial, lot or kit numbers for the special items that will be shipped. Alternatively, you may also double-click the colored reference code in the Special filed in the Line Items grid to display the Special tab.

•If the Kit field in the Line Items grid displays a colored reference code of Kit or Build Kit, you can click this reference code to display the Kit Formula tab, where you can view the kit formula of the standard or customized kit inventory item.

•Review the sales tax code and other related sales tax information in the Tax Amount tab.

Notes:

•For a non-stock line item, the Special… field will display the reference code SN which you can drill down to access the Special tab. You can then assign a serial number to the units of non-stock items that you will ship.

•If the drop ship line item you want to ship is a serialized or lot-controlled item, you can only select those items with serial/lot numbers assigned to the purchase order receipts for the selected sales order number.

4.For sales orders with existing advance bills, the Advance Billing tab is activated. This tab shows the advance billing # and the line item quantity that is billed in advance. Enter in the Ship Quantity field in this tab the item's quantity that you want to ship.

Notes:

•All line items in an advance bill must be shipped in full at one time (no partial shipments); this will be validated when you save the shipment transaction.

•Shipping an advance bill will change the type of the transaction record from an advance bill to a regular sales invoice which you can access in the Accounts Receivable module.

5.Mark the Cancel All Open Quantity checkbox below the grid if you wish to cancel all the open order quantities in the selected sales order when the shipment transaction is saved.

Note: The Cancel All Open Quantity checkbox is accessible only if the Option to Cancel option was selected in the Cancel Open Quantity during Shipment section of the SO Module Setup function.

6.In the Ship Via field review, and accept or amend the shipping method for this sales order. Alternatively, you may click the List box button to select a different shipping method.

7.In the Freight field review, and accept or enter the freight charge. You may click the Overwrite Freight button to display the Overwrite Freight expanding window where you can enter the weight, freight code or the freight amount.

8.Enter in the Adjustment field the adjustment amount for this shipment, if any.

Line Items Page

Line Items Page

See Also