Shipments

Form ID: (SO302000)

Note: This form is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

You can use this form to create shipment documents for a sales order or for multiple sales orders of the same customer, as well as to view shipment documents that the system automatically generated for sales orders.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Confirm Shipment	Changes the shipment status to Confirmed. Also, the system attaches the file with carrier labels in the Files column on the Packages tab of the current form.
Correct Shipment	Reopens the confirmed shipment if it was not billed.
Email Shipment	Generates an email with the shipment confirmation in accordance with the SHIPMENT mailing settings of this customer.
Generate PO Receipt	Generates a purchase receipt with details copied from the shipment. This command is displayed only if the Inter-Branch Transactions feature is enabled on the Enable/Disable Features form and only for customers that have been extended form a company or branch. This command is available when all of the following conditions are met: The shipment has the Confirmed, Invoiced, or Completed status. The shipment operation is Issue. No purchase receipts have been created for the shipment.
Get Return Labels	Generates labels for returns.
Hold	Changes the status of the shipment to On Hold. You click this button when you want to make changes in the shipment or to pause its processing.
Prepare Invoice	Generates an invoice for the shipment and changes the shipment status according to the processing workflow.
Print Labels	Opens the Carrier Labels (SO645000) form that shows the labels created for the particular shipment. You can print the labels from this form by clicking Print on the form toolbar. If the DeviceHub tool application is set up and the default printer is configured for the Carrier Labels printing form, the labels are printed via the DeviceHub. The printed form also opens for information in the new browser tab. This command appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features form.
Print Commercial Invoice	Opens the Commercial Invoices (SO645010) form where you can print the commercial invoice for the international shipment with the ShipEngine carrier service—that is, a shipment for which the ShipEngine carrier for international deliveries is specified in the Ship Via box on the Shipping tab of the this form. This command appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features form.
Print Pick List	Brings up the Pick List (SO644000) report for the shipment, so you can print it. Once a pick list has been generated and printed for the shipment, the shipment will not appear on the Process Shipments (SO503000) form for the Print Pick List command unless the Show Printed check box is selected.
Print Shipment Confirmation	Navigates to the Shipment Confirmation (SO642000) report for the shipment, so you can print it.
Remove from Worksheet	If a worksheet generated for wave or batch processing includes this shipment, removes the shipment from the worksheet. The shipment can be removed from the worksheet only if it does not have any details specified in the Contents of the Selected Package table on the Packaging tab of the form. To remove the pick list from the worksheet, you should remove the details in the Contents of the Selected Package table first. If you remove the pick list from the worksheet, the system will reset all picked quantities of the shipment to zero. This command is displayed only if the Advanced Picking feature is enabled on the Enable/Disable Features form.
Remove Hold	Changes the status of the shipment from On Hold to Open. You click this button when the shipment is ready for further processing.
Show Pick List	Opens the Pick List dialog box with the details of a single-shipment pick list created for this shipment. This command is displayed only if the Paperless Picking feature is enabled on the Enable/Disable Features form, and available if the single-shipment pick list is created for the shipment.
Update IN	Generates an inventory transaction depending on the shipment type and operation. The generated inventory transaction will be released automatically if the Automatically Release IN Documents check box is selected on the Sales Orders Preferences (SO101000) form.
Validate Addresses	Validates the addresses through integration with a specialized third-party software or service. This command appears only if the Address Validation feature is enabled on the Enable/Disable Features form.
View Manifest/Scanform	Opens the manifest document in the browser or initiates a download of the document in the PDF format.

Address Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company's address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

Tip:

If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.

You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the *Address Lookup Integration* feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integration with Web Map Services.
Element	Description
Enter a Location	A box for searching for the company's address. You can find the address by doing the following: Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code. Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form. The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area	The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used. In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select	Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel	Closes the dialog box and cancels the selection of the company address.

Table 1. Pick List Dialog BoxThis dialog box is available only for shipments for which a single-shipment pick list has been created.
You use this dialog box to view the details of the pick list.
Element	Description
Pick List Nbr.	The reference number of the pick list.
Status	The status of the pick list.
Priority	The priority of the picking list which shows the urgency of the picking. This column can have the following values: Urgent High Medium Low
Automatic Shipment Confirmation	A check box that indicates (if selected) that when the picker confirms a pick list on the Pick, Pack, and Ship (SO302020) form, the system automatically confirms the related shipment. This check box can be selected for single-shipment pick lists only. If the check box is cleared, the picker has to confirm the pick list on the Pick, Pack, and Ship form and then confirm the shipment on the Shipments (SO302000) form. The system copies the state of the check box from the Confirm Shipments on Pick List Confirmation check box on the Create Pick Lists (SO503050) form.
Path Length	The total length of the path that a picker will pass while picking the pick list.
Assigned Picker	The user account of a picker to whom the manager has assigned the pick list.
Actual Picker	The user account of a picker who picked the items in the pick list.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Location	The particular warehouse location of items included in pick list.
Inventory ID	The inventory ID of the item being picked.
Subitem	The subitem code for particular quantities of the item, which is used if the item comes in different sizes, colors, or other variations.
Lot/Serial Nbr.	The lot or serial number of particular items of the item.
Quantity	The quantity of the item in the pick list.
UOM	The unit of measure used for the item in the pick list.
Expiration Date	The expiration date of the item, if it is traced for this inventory ID.
Picked Quantity	The quantity of item that has already been picked.
The dialog box has the following buttons.
Delete Pick List	Deletes the pick list. This button is available for pick lists with the On Hold, Assigned, Added in Queue, Returned to Queue statuses. When the pick list is deleted, the shipment can be selected on the Manage Picking Queue (SO503075) form again to create another pick list.
Close	Closes the dialog box.

Summary Area

In the Summary area, you can specify general information about the shipment document.


Element	Description
Shipment Nbr.	The unique reference number of the document, which is automatically generated by the system in accordance with the numbering sequence assigned to shipments on the Sales Orders Preferences (SO101000) form.
Type	The type of the shipment document, which can be one of the following options: Shipment: A document for normal shipments used to fulfill sales orders. Transfer: A document for transfers between warehouses.
Status	The status of the document, which can be one of the following options: On Hold: Indicates that the shipment is on hold, which means that additions and changes can be made and shipment quantities do not affect the item availability. The Hold Shipments on Entry check box, located on the Sales Orders Preferences (SO101000) form, controls whether this check box is selected by default. Open: The shipment is being prepared, and you can print a pick list for a specific shipment (or for multiple shipments). The shipment is still open while items are being picked and packed. After the shipment is packed, if authorization is required at this stage, you can print a shipment confirmation document by using the Shipment Confirmation (SO642000) report. Confirmed: The shipment has been confirmed as shipped. Invoiced: A Sales Orders invoice has been generated for the shipment. Completed: A Sales Orders invoice prepared for the shipment has been released.
Operation	The inventory operation to be performed for this shipment: Issue or Receipt.
Shipment Date	The date when the document has been created.
Description	A brief description of the document.
Customer	The customer to whom the goods specified in the document should be shipped. This box does not appear for transfers. The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true: The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Location	The customer location to receive the shipment. This box appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Warehouse ID	The warehouse from which the goods should be shipped. This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.
To Warehouse	The warehouse to which the goods should be shipped in case of a transfer. This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form and is available only for transfers.
Workgroup	The workgroup to approve the shipment.
Owner	The employee assigned to approve the document.
Shipped Quantity	The quantity of goods shipped.
Shipped Weight	The weight of the goods shipped.
Shipped Volume	The total volume of the items in the shipment.
Packages	The number of boxes included in this shipment.
Package Weight	The total weight of the shipment that includes the weight of boxes (for boxes determined automatically).
Control Quantity	The control value, which you manually enter as a value equal to the shipped quantity if the Validate Shipment Total on Confirmation check box has been selected on the Sales Orders Preferences (SO101000) form.

Details Tab

This tab displays the details of one or more sales orders that will be fulfilled by this shipment. If lot or serial numbers were specified for the items on the sales orders, item quantities are split by their lot or serial numbers.

Table 2. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Line Details	Opens the Line Details dialog box, so that you can specify the locations, or lot or serial numbers for the units of the item. For items for which lot or serial numbers are tracked with the When Received assignment method specified on the Lot/Serial Classes (IN207000) form, you can select units with specific lot or serial numbers. For items with the When Used assignment method, you can generate or specify manually the lot or serial numbers for the units to be shipped. This button appears if any of the following features is enabled on the Enable/Disable Features (CS100000) form: Sales Order to Purchase Order Link, Lot and Serial Tracking, or Multiple Warehouse Locations.
Add Order	Opens the Add Sales Order dialog box so that you can add to the shipment the selected items from other sales orders of the same customer.
Inventory Summary	Navigates to the Inventory Summary (IN401000) form, so you can view detailed information about stock items available at warehouses.

Table 3. Table Columns
Column	Description
Order Type	The type of the document, which is one of the predefined order types or a custom order type defined on the Order Types (SO201000) form.
Order Nbr.	The reference number of the document.
Inventory ID	The inventory ID of the item being shipped.
Subitem	The subitem code for particular quantities of the item, which is used if the item comes in different sizes, colors, or other variations. This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Free Item	The free item earned by the customer, if applicable. This column does not appear for transfers.
Warehouse	The warehouse from which the item is shipped. This column appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.
Location	The location in the warehouse from which the item is shipped. This column appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.
UOM	The unit of measure used for the item in shipment.
Shipped Qty.	The quantity of the item shipped with the specified properties.
Ordered Qty.	The quantity of the item ordered with the specified properties.
Open Qty.	The number of items with the specified quantities still to be shipped.
Picked Qty.	The quantity of the item that has been picked.
Packed Qty.	The quantity of the item packed in the boxes.
Lot/Serial Nbr.	The lot or serial number of particular items of the item. This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Expiration Date	The expiration date of the item, if it is traced for this inventory ID.
Reason Code	The reason code used for shipments.
Description	The description of the inventory item being shipped.
Shipment Nbr.	The reference number of this shipment in which the line item is listed.
Line Nbr.	The line number of the shipment.
Order Line Nbr.	The order's line number that matches this shipment line.
Original Qty.	The item's quantity in the original order.
Gift Message	The gift message that was added to the item purchased in the BigCommerce store along with the gift wrapping. This column is available in the Column Configuration dialog box if the BigCommerce Connector feature is enabled on the Enable/Disable Features (CS100000) form. This column is hidden by default.
Associated Order Line Nbr.	The order line number of the item purchased in the BigCommerce store to which the gift wrapping in the current line pertains. This column is available in the Column Configuration dialog box if the BigCommerce Connector feature is enabled on the Enable/Disable Features (CS100000) form. This column is hidden by default.

Table 4. Line Details Dialog Box
By using this dialog box, you can view how the specified on the line quantity of the item can be distributed between locations available in the warehouse selected in the Warehouse ID box in the Summary area of the form and you can select the locations, subitems, and lot or serial numbers (from those available in the selected warehouse) for the item's quantity. Also, you can generate and assign lot/serial numbers to the specified quantities of the stock item if relevant. Whether lot or serial numbers should be generated when the item is received or used depends on the Assignment Method option selected for the lot/serial class of the item on the Lot/Serial Classes (IN207000) form.

This dialog box is available if at least one of the following features is enabled on the Enable/Disable Features form: *Multiple Warehouse Locations*, *Inventory Subitems*, or *Lot Serial Tracking*.

Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the *Inventory Subitems* feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.

The Line Details dialog box includes the following elements.
Element	Description
Unassigned Qty.	The quantity of the inventory item that has no lot or serial numbers assigned.
Quantity to Generate	The quantity of the inventory item for which lot or serial numbers should be generated.
Start Lot/Serial Number	The lot or serial number to be used as a start number. This element appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Generate	A button that you click to initiate the generation of lot or serial numbers. This button appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
The dialog box includes a table with the following columns. The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Subitem	The subitem for the inventory item received, if subitems are used in your system. This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Inventory ID	The inventory ID of the item being shipped.
Location	The location in the warehouse that is selected in the Warehouse ID box in the Summary area. This column appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form.
Lot/Serial Nbr.	The serial number of the unit of inventory item or the lot number of the specified quantity of inventory item; you can select from the serial or lot numbers available for the selected warehouse. This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Quantity	The quantity of the stock item with the same subitem code and the same lot/serial number. It is 1 for an item with a serial number.
UOM	The unit of measure (UOM) for the specified quantity of the stock item.
Picked Qty.	The quantity of the item that has been picked.
Packed Qty.	The quantity of the item packed in the boxes.
Expiration Date	The expiration date of the specified quantity of the stock item. This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features form.
Description	The description of the inventory item being shipped.
The dialog box has the following button.
OK	Saves the records generated.

Table 5. Add Sales Order Dialog BoxYou use this dialog box to add items from a selected sales order of the same customer to the shipment. In this dialog box, you can select only those orders that have the same customer location as the location you have specified in the shipment. You can add items from sales orders of the same customer regardless of whether sales orders of this type must be shipped separately or not. (The Ship Separately check box can be selected or cleared on the Order Types (SO201000) form.) The dialog box has a Selection area and the Details area.
Element	Description
The Selection area consists of the following elements.
Operation	The operation to be performed with the inventory: Issue or Return.
Order Type	The type of order to be added to the shipment.
Order Nbr.	The reference number of the order.
The Details area has the following elements.
Selected	A check box that you select to include the line into the shipment.
Inventory ID	The inventory ID of the item being shipped.
Subitem	The subitem code for particular quantity of the item, which is used if the item comes in different sizes, colors, or other variations. This column appears only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
UOM	The unit of measure used for the item in shipment.

Lot/Serial Nbr.	The lot or serial number of the particular item.
Sched. Ship.Date	The scheduled shipment date for the added order line.
Quantity	The quantity of the item ordered on the line of the sales order.
Line Description	The description provided for the line of the sales order.
The dialog box has the following buttons.
Add	Adds the selected items.
Add & Close	Adds the selected items and closes the dialog box.
Cancel	Cancels the changes and closes the dialog box.

Orders Tab

The Orders tab of the form has a table with the orders this shipment fulfills.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Order Type	The type of the order.
Order Nbr.	The reference number of the sales or transfer order.
Shipped Qty.	The quantity of goods shipped in accordance with the order.
Shipped Weight	The weight of the goods shipped in accordance with the order.
Shipped Volume	The volume of the goods shipped in accordance with the sales or transfer order.
Invoice Type	The type of invoice used to bill the customer for the goods shipped for the sales order.
Invoice Nbr.	The reference number of the invoice used to bill the customer for the goods shipped.
Inventory Doc. Type	The type of the inventory document that lists the items for this shipment.
Inventory Ref. Nbr.	The reference number of the inventory document that lists the items for this shipment.

Shipping Tab

This tab contains shipping information, including the customer ship-to address (or address of the destination warehouse for transfers), carrier, and FOB point. If an integration between MYOB Advanced and a carrier is configured, you can update the carrier rates for the scheduled shipment by clicking the Shop for Rates button.

Table 6. Ship-To Contact Section
Element	Description
Override Contact	A check box that you select to not use the default contact information and to type new contact information.
Account Name	The legal business name of the customer to appear on the documents.
Attention	The attention line as it is used in your company's business letters, which would be used to direct the letter to the proper person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Phone 1	The default phone number of the customer.
Email	The email address of the customer shipping contact.

Table 7. Ship-To Address Section
Element	Description
Override Address	A check box that you select to not include the default address information and to type new address information.
Validated	A check box that indicates (if selected) that the address has been validated through integration with a specialized third-party software or service. This element appears only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Address Lookup	A button you click to open the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.
Address Line 1	The first line of the billing address.
Address Line 2	The second line of the billing address.
City	The customer's city.
Country	The customer's country.
State	The state or province of the customer.
Postal Code	The postal code. An input mask for the postal code can be set on the Countries/States (CS204000) form.
Latitude	The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available. This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.
Longitude	The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available. This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

Table 8. Intercompany Purchase SectionThis section is displayed only if the *Inter-Branch Transactions* feature has been enabled on the Enable/Disable Features (CS100000) form and the customer has been extended from a company or branch.
Element	Description
Related PO Receipt Nbr.	The link to the purchase receipt generated for the shipment that was created for an intercompany sales order.
Exclude from Intercompany Processing	The check box indicates (if selected) that a shipment for an intercompany sales order will not be processed as an intercompany document. That is, it will not be displayed on the Generate Intercompany Purchase Receipts (PO504000) form and Intercompany Goods in Transit (IN402010) inquiry.

Table 9. Shipping Information Section
Element	Description
Ship Via	The carrier used for shipping the goods.
Shop for Rates(button)	Opens the Shop for Rates dialog box where you can compare current rates for the sales order offered by integrated carriers and select the most suitable carrier. Additionally, you can manually select the boxes for the order or view the automatically suggested packages if the Automatic Packaging feature is enabled on the Enable/Disable Features form.
Will Call	A read-only check box that indicates, if selected, that the customer picks the goods from the warehouse (will call); if cleared, the check box means that the common carrier is to be used for shipping goods. If the Ship Via box is empty, the check box is selected. If a Ship Via code is specified, the state of this check box directly corresponds to the state of the Common Carrier check box specified for the selected ship via code on the Ship via Codes (CS207500) form.
Freight Class	The freight class to be used for calculating the freight rate for the shipment if the UPS Ground service method is used in the ship via code that is configured for UPS. (The service method of the ship via code is specified in the Service Method box of the Ship via Codes (CS207500) form.)
FOB Point	The point where title of goods passes to the customer.
Shipping Terms	The shipping terms used in relations with the customer.
Shipping Zone ID	The shipping zone of the customer.
Terms of Sale (Incoterm)	The incoterms used by customs to identify the party responsible for the international taxes and duties. The EasyPost carrier service defines whether the customer or vendor is responsible for the import fees of the shipment according to the selected incoterms: CFR - Cost and Freight: Customer CIP - Carriage and Insurance Paid To: Customer CPT - Carriage Paid To: Customer DAP - Delivered at Place: Customer DAT - Delivered at Terminal: Customer DDP - Delivered Duty Paid: Customer DDU - Delivered Duty Un-Paid: Vendor EXW - Ex Works: Customer FCA - Free Carrier: Customer FAS - Free Alongside Ship: Customer FOB - Free on Board: Customer This box appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features form.
Billing Ref# (DHL)	The DHL label which is a reference number that enables DHL eCommerce's grouped invoicing feature. This option allows the customer viewing the reference on the bill from DHL. This box appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features form.
Delivery Confirmation	The type of delivery confirmation to be received from a customer. The confirmation can be one of the following options: None: No confirmation is required No Signature: No confirmation by signature is required Signature: A confirmation by signature is required Adult Signature: A confirmation by only adult signature is required
Endorsement	The endorsement service that a customer can request upon a failed delivery of an order. The following options of the service are possible: No Endorsement Service: No service is provided Address Service Requested: Provides forwarding and address correction services for the order when possible. Forwarding Service Requested: Provides new address notification with returns of the order Change Service Requested: Provides address correction services without forwarding or return of the order Return Service Requested: Provides address correction services and always returns the order Leave if No Response: Provides a service of leaving the order if there is no response from a customer
Residential Delivery	A check box that indicates (if selected) that the shipping address is a residential one.
Saturday Delivery	A check box that indicates (if selected) that the shipment may be delivered on Saturday.
Use Customer's Account	A check box that you select to indicate that the account of the customer with the carrier should be charged for shipping. For exact usage of this option, refer to the website of the carrier. This check box is available only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Insurance	A check box that indicates (if selected) that insurance is required for the shipment.
Freight Currency	The currency to be used for the shipment freight. By default, it is the base currency. This box does not appear for transfers. This box displays only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features form.
Freight Cost	The freight cost of the shipment.
Invoice Freight Price Based On	The document from which the system extracts data to calculate the freight price in the sales invoice created for the current shipment. The default value of this box is Shipment. If the shipping terms are selected in the Shipping Terms box of the Shipping Setting tab, the system fills in this box automatically, based on the value of the Invoice Freight Price Based On box on the Shipping Terms (CS208000) form. The box is read-only.
Override Freight Price	A check box that indicates (if selected) that users can manually enter a freight price and select the price if this shipment meets either of the following conditions: The Shipping Terms box on the Shipping tab is empty. The shipping terms selected in the Shipping Terms box on the Shipping tab contain Shipment in the Invoice Freight Price Based On box on the Shipping Terms (CS208000) form. The system will preserve the manually entered Freight Price value in the shipment and will not recalculate the value if the quantity or shipping settings are modified in the shipment lines. This check box appears only if the Shipment option is displayed in the Invoice Freight Price Based On box.
Freight Price	The amount of freight the customer will be charged for the shipment. This box appears only if the Shipment option is displayed in the Invoice Freight Price Based On box.

Shop for Rates Dialog Box

By using this dialog box (which appears when you click the Shop for Rates button), you can compare up-to-date freight charges by different carriers that are integrated with the system. You can select the carrier with the lowest charges and then adjust packages to minimize the charges further.

If the Automatic Packaging feature is enabled on the Enable/Disable Features form, the system automatically calculates the optimal set of packages for each order or shipment, and you can view and adjust them, if needed. If the Automatic Packaging feature is disabled, you have to define at least one package manually, otherwise the carrier would not be able to return you a valid rate.

Table 10. Shop For Rates Dialog Box Elements
Element	Description
Shipped Weight	The total weight of the order in the base UOM—that is, the weight of the items included in the order. The base weight UOM is specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form. For details on weight calculation, see Units of Weight and Volume.
Package Weight	The gross weight of the package included in the order in the base UOM. The base weight UOM is specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form. For details on weight calculation, see Units of Weight and Volume.

Table 11. Carrier Rates Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Refresh Rates	Refreshes the rates available through integration with the carrier system.

Table 12. Carrier Rates Table ColumnsThis table displays the current rates that the different carriers will charge for the order.
Column	Description
Selected	A check box you can use to select the ship via code (associated with the carrier) for the shipment.
Code	The ship via code associated with the carrier.
Description	The description provided for the ship via code of the carrier.
Amount	The amount of freight charges for the sales order shipped via this carrier.
Days in Transit	The number of days in transit for the shipment.
Delivery Date	The date of the planned delivery of the shipment.

Table 13. Packages Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Refresh Packages	Recalculates packages selected in the Packages table for the carrier. This button is displayed only if the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form.

Table 14. Packages Table ColumnsThis table includes the list of boxes used for this order. If the items should be packed manually, you can select the boxes for packages and specify the weight of each package.
Column	Description
Box ID	The identifier of box used for the package.
Box Description	The description provided for the box.
Length	The length of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The length, along with the width and height, defines the three-dimensional shape of the box.
Width	The width of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The width, along with the length and height, defines the three-dimensional shape of the box.
Height	The height of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The height, along with the width and height, defines the three-dimensional shape of the box.
Linear UOM	The unit of measure (UOM) to be used to calculate the linear dimensions of packages that will be used in shipments of the company. The system copies this UOM from the Linear UOM box on the Companies (CS101500) form.
UOM	The unit of measure for the weight of the box. This box is read-only. The box displays the value specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form.
Weight	The gross weight of the package, including the weight of the box. For an automatically created package, the weight of the box has been added automatically. For manual packages, you can enter the gross weight.
Box Weight	The weight of the box used for the package.
Net Weight	The net weight of the package, excluding the weight of the box.
Declared Value	The estimated value of the package, to be used for insurance calculation.
C.O.D. Amount	The amount to be charged on delivery of the package, you can edit the value if needed.

Table 15. Shop for Rates Dialog Box Buttons
Button	Description
OK	Closes the dialog box and saves the information specified about the packages for the shipment.

Packages Tab

On this tab, you can view a table showing the packages (boxes) prepared and shipped with their tracking numbers specified (for carriers with which integration has been configured) for the shipment, and specify the contents of each box.

Table 16. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Refresh Packages	Initiates recalculation of packages for the shipment. This button is available only if the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form.


Column	Description
Confirmed	A check box that indicates (if selected) that shipping of the box specified on the line has been confirmed. If you specify the packaging details on the current form, you select or clear this check box manually. If you specify the packaging details on the Pick, Pack, and Ship (SO302020) form, the system automatically selects this check box after the confirmation of the package on the Pick, Pack, and Ship form.
Box ID	A box used for the package.
Type	The type of package: Auto or Manual. Only automatically created packages (boxes) can be refreshed and re-packed.
Description	The description of the item or description of the box contents; required for return labels.
Length	The length of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The length, along with the width and height, defines the three-dimensional shape of the box.
Width	The width of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The width, along with the length and height, defines the three-dimensional shape of the box.
Height	The height of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The height, along with the width and height, defines the three-dimensional shape of the box.
Linear UOM	The unit of measure in which the box dimensions are specified. The system copies this UOM from the Linear UOM box on the Boxes (CS207600) form. Note: The measurement system that is used by the integrated carrier is specified in the Carrier Units box on the Carriers (CS207700) form. If the linear UOM specified for the carrier differs from the company’s linear UOM, you must define the conversion rules between these units of measure on the Units of Measure (CS203100) form so that shipping rates can be calculated correctly.
Weight	The gross weight of the package. For packages that have been suggested automatically (those with Auto selected in the Type column), the system added the weights of the boxes automatically. For each box added manually, the gross weight must be specified.
UOM	The unit of measure for the weight of the box. This box is read-only. The box displays the value specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form.
Declared Value	The amount of the package specified for insurance, you can edit the value if needed.
C.O.D. Amount	The amount to be charged on delivery of the package, you can edit the value if needed.
Tracking Number	The tracking number provided for the package by the carrier. The tracking number is available only if the integration with carrier is configured in your system.
Return Tracking Number	The tracking number of the return package. This number is provided by the external carrier. The system automatically inserts this number when you click Get Return Labels on the More menu.
Tracking URL	The tracking URL returned from the EasyPost label purchase process. The URL is only visible for a Ship via code of the EasyPost type.
EEL/PFC (EasyPost)	The code that indicates the value of the goods shipped.
Custom Ref. Nbr. 1	An auxiliary reference number to appear on the carrier label for the box.
Custom Ref. Nbr. 2	An additional auxiliary reference number to appear on the carrier label for the box.

Table 17. Contents of Selected Package Table
In this table, you specify and review the details of the inventory items that have been packed in the box that is currently selected in the upper table of this tab.
Note: If the *Automatic Packaging* feature is enabled on the Enable/Disable Features (CS100000) form, the system clears the package contents on the recalculation of the packages for the shipment.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Shipment Split Line Nbr.	The number of the line split in the shipment document.
Inventory ID	The inventory ID of the item packed in the selected box.
Lot/Serial Nbr.	The lot or serial number of the item packed in the box.
UOM	The base unit of measure of the item.
Quantity	The quantity of the item packed in the current box (specified in the base UOM).