Shipping Orders and Items

You can enter shipped quantities on the O/E Order Entry screen or on the O/E Shipment Entry screen. More...

To ship items for one or more orders on the O/E Shipment Entry screen:

1. Open Order Entry > O/E Transactions > Shipment Entry.

2. In the Shipment Number field, press the Tab key to accept *** NEW *** as the shipment number. More...

   Order Entry will assign a shipment number when you post the shipment. If you do not want Order Entry to assign the number automatically, you can type the new number yourself, and then press the Tab key.

3. In the Customer Number field, enter the customer number. More...

   Tip: You can skip this field and use the Order Number Finder to select by order number, PO number, salesperson, customer number, etc.

   If you enter a customer number, you can also:

   • On the Customer Number menu, click Pre-Transaction Credit Check to check the customer's credit status and determine whether you should continue with the shipment.
   • Click the Zoom button beside the Customer Number field to view or edit customer address and contact information.

   On the Customer tab, you can change customer information such as tax code, price list, and payment terms.

4. Select the order(s) for which you are creating the shipment. More...

   • If you are shipping goods for a single order, type the order number or select it using the Finder .
   • If you are shipping goods from multiple orders, select the From Multiple Orders option, and then specify orders using the O/E Create Shipment from Orders screen, which you open by clicking Create Shipment from Orders on the From Multiple Orders menu. For more information, see O/E Create Shipment from Orders Screen.

     Note: If you use Payment Processing, you must capture or void all outstanding credit card pre-authorizations for any orders that are included in the shipment before you can post the shipment.

   • If you want to to ship items without creating an order first, see the next procedure in this topic, "To ship items on the O/E Shipment Entry screen without creating an order first."
5. If you want to automatically create an invoice for the shipped quantities, select the Create Invoice option on the Shipment tab or the Totals tab. (If you want to create the invoice later, use the O/E Invoice Entry screen.)

6. Enter the shipped quantities, and then:

   • To ship all quantities on the order, click Ship All.
   • To create a partial shipment (that is, to ship only some of the details), enter the quantity to ship in the Quantity Shipped field for each detail line you are shipping. (If necessary, tab to the Quantity Backordered field.)

7. As needed, enter prepayments, add optional field information, assign one or more salespeople, change currency exchange rates, and check totals. More...

   • To enter a prepayment for the shipment, click Prepayment. For more information, see Entering a Prepayment.
   • On the Optional Fields tab, add optional field information.
   • On the Sales Split tab, assign or credit a salesperson. If you are shipping multiple orders, you should always check the allocation on this panel.
   • On the Rates tab, review and change currency exchange rates as needed.
   • On the Totals tab, check the totals for the shipment.

   Note: For more information about performing these tasks on the O/E Shipment Entry screen, see O/E Shipment Entry Screen.

8. Post the document.

To ship items on the O/E Shipment Entry screen without creating an order first:

1. Open Order Entry > O/E Transactions > Shipment Entry.

2. In the Shipment Number field, press the Tab key to accept *** NEW *** as the shipment number. More...

   Order Entry will assign a shipment number when you post the shipment. If you do not want Order Entry to assign the number automatically, you can type the new number yourself, and then press the Tab key.

3. In the Customer Number field, enter the customer number. More...

   Tip: You can skip this field and use the Order Number Finder to select by order number, PO number, salesperson, customer number, etc.

   If you enter a customer number, you can also:

   • On the Customer Number menu, click Pre-Transaction Credit Check to check the customer's credit status and determine whether you should continue with the shipment.
   • Click the Zoom button beside the Customer Number field to view or edit customer address and contact information.

   On the Customer tab, you can change customer information such as tax code, price list, and payment terms.

4. If you want to ship goods without creating an order first, leave the Order Number field blank.

5. On the Shipment tab, enter general shipment information. More...

   • Check the shipment date.
   • If your company uses templates to fill in default field entries, select a template.
   • If the customer has a purchase order number, enter the number.
   • Select the warehouse location from where you are shipping goods. The default location can come from the customer record or order template. You can change it for the transaction, and for each detail line.
   • If the customer wants goods shipped to a particular location, use the Ship-To Location field to select it. You can click the links to the right of the field to edit the ship-to location, or click the New icon to add one to Accounts Receivable.
   • If you want Order Entry to calculate tax automatically for the transaction, select the Calculate Tax option.
   • Enter a description and reference information if applicable.

6. Enter shipment details in the Detail table. More...

   1. In the Type field, specify whether you are entering an item or a miscellaneous charge.
   2. In the Item Number/Miscellaneous Charge field, enter an item number. If you are using a scanner, click in the field before scanning the bar code.
   3. Check the Price List and Location fields. You can change the default price list (determined by the customer account) and location (from the shipment header fields).
   4. In the Quantity Shipped field, enter the number of items that you are shipping. Order Entry displays a matching order quantity in the Quantity on Order (Order UOM) field, and updates available item quantities displayed in the inventory quantity area below the Detail table. You cannot enter a backordered amount.
   5. In the remaining fields for the detail line, enter any other required information.

7. As needed, enter prepayments, add optional field information, assign one or more salespeople, change currency exchange rates, and check totals. More...

   • To enter a prepayment for the shipment, click Prepayment. For more information, see Entering a Prepayment.
   • On the Optional Fields tab, add optional field information.
   • On the Sales Split tab, assign or credit a salesperson. If you are shipping multiple orders, you should always check the allocation on this panel.
   • On the Rates tab, review and change currency exchange rates as needed.
   • On the Totals tab, check the totals for the shipment.

   Note: For more information about performing these tasks on the O/E Shipment Entry screen, see O/E Shipment Entry Screen.

8. Post the document.