Approve Shipment

Explanation

This activity is used to approve shipments.

Often, additional documents have to be sent with shipments, particularly if the shipment is an export order. In such instances, there is a requirement that deliveries should not be allowed until these additional documents have been received by the warehouse. The Approve before Delivery check box in the header of the Shipment window is selected when additional documents are required, where the shipment delivery should be halted until such documents have been received. The shipment header right mouse button option Approve will update the shipment when the documents have been received. A value for the user name in the Approved By field then appears automatically on the Shipment/General tab. If the check box on the header is selected and the Approved By field is not populated it will not be possible to deliver the shipment.

When creating a new shipment, a check will first be made on the shipment type connected in the header. If the Approve before Delivery check box is selected against the shipment type, the same check box will be selected in the shipment header. If not, you could manually select the check box if needed.

Prerequisites

• The Approve before Delivery check box in the shipment header should have been selected.

System Effects

• If Approve before Delivery check box in the shipment header is not selected, standard functionality will apply.
• If the Approve before Delivery check box on the shipment header is selected, and the Approved By field is empty, then it will not be possible to deliver the shipment.
• If the Approve before Delivery check box on the shipment header is selected and the Approved By field is populated it should be possible to deliver the shipment. Once the Approved By field is populated, if the user finds out that some more documents are necessary before delivery, you can manually select the check box which will result in the populated name in the Approved By field being removed. The shipment header right mouse button option Approve allows the user to update the shipment when additional documents have been received. This will stamp the user ID into the Approved By field on the Shipment/General tab.

Window

Shipment
Shipments

Related Window Descriptions

Shipment
Shipments

Procedure

To deliver all the connected source lines:

1. Open the Shipment window or the Shipments window.
2. Retrieve the shipment for which you want to deliver all the shipment lines, by using the Populate or Query function.
3. Right-click and then click Approve.