Create Shipment

Explanation

This activity is used to create a shipment. The shipment will be the base for connecting source order lines to the shipment, creating package structures, creating delivery notes, creating shipping documents as well as sending a dispatch advice to the receiver. All this will eventually be connected to the shipment ID. You should note however, that a shipment can only have one delivery address.

Prerequisites

There are no prerequisites.

System Effects

As a result of this activity, a shipment ID will be created. 

Window

Shipment 

Related Window Descriptions

Shipment 

Procedure

  1. Click New.
  2. Enter a site or use the List of Values to select a suitable value.
  3. Enter a receiver ID or use the List of Values to select a suitable value. The name of the receiver appears automatically.
  4. Save when completed.

Note: Alternatively for customer orders, you can also automatically create a shipment when an order is released or when the pick-list is created. However, this is only possible if the order line has the Shipment Creation option as At Order Release or At Pick List Creation and there is no applicable shipment to connect to. The Shipment Creation option is defaulted from the shipment type of the order line. The value for the Use Price Incl Tax check box of automatically created shipments on the Shipment/General tab, is fetched from the Customer Order/Misc Order Info tab.

For project deliverable shipment plan lines, you can create the shipment using the Create Shipment Line right mouse button option.

Note: Alternatively, you can also create shipment when connecting source lines to shipments via the Source Lines Available for Shipments window. In the first place each line is connected to an existing appropriate shipment (e.g., shipment status, receiver, ship-via, delivery address must be correct), otherwise a new shipment is created and the line is connected to that shipment.