Shipping Orders and Items

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

Note: If you use Payment Processing and you selected the Require Capture of Pre-authorized Payments at Shipment option on the PMT Options screen, you must process or void all pre-authorized credit card transactions before you can ship the orders for which the pre-authorizations exist.

To enter shipped quantities on the O/E Order Entry screen:

1. Open Order Entry > O/E Transactions > Order Entry.
2. Select an existing order or create a new one. More...
   1. If you are entering shipped quantities for an existing order, specify the order number.
   2. If you are creating a new order, in the Order Number field, accept "***NEW***" as the order number, and then enter the customer number in the Customer Number field.
3. On the Order tab, enter general order information. More...

   For complete instructions on entering a new order, see Entering an Order .

   To enter general order information:

   • On the Order Type list, select Active.
   • 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.
4. To ship all outstanding items on the order, click the Ship All button.

To ship items for some detail lines on the O/E Order Entry screen:

1. Open Order Entry > O/E Transactions > Order Entry.
2. In the Order Number field, specify the order number.
3. Select a line for which you want to enter shipped quantities. More...

   The number of items available at the selected location and for all locations appears in the inventory quantities area below the Detail table.

   Tip: If you want to view all fields for the selected detail on the O/E Detail Taxes screen, click the Edit icon in the Taxes column.

4. In the Quantity Shipped field, enter the number of items that you want to ship.
5. If you use backorder quantities, update the Quantity Backordered field and update it as required.
6. If you want to add a prepayment to the order, click the Prepayment button. If you use Payment Processing, you can also process a credit card prepayment for the order.
7. On the Totals tab, check the totals for the order. If you want to automatically create an invoice for shipped quantities, select the Create Invoice option on the Totals tab.
8. Post the document.

Last published: 4/8/2016