Process Shipments

Form ID: (SO503000)

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

On this form, you can select the type of processing, specify criteria for filtering the shipments, and process all of the filtered shipments or only selected ones.

Form Toolbar

The form toolbar includes the buttons described below.


Button	Description
Process	Initiates the selected processing (based on the Action you select) for the documents you have selected in the table.
Process All	Initiates the selected processing (based on the Action you select) for all documents listed in the table.

Selection Area

In this area, you can define the criteria for the documents to be displayed in the table below, as well as the action to be applied if you click Process or Process All.


Element	Description
Action	The action to be taken if you click Process or Process All on the form toolbar. Select one of the following options: Prepare Invoice: To generate invoices for the selected shipment documents. Update IN: To generate inventory documents for confirmed shipments made for sales orders (SO, SA) and some returns. The issues will be released automatically if the Automatically Release IN Documents check box is selected on the Sales Orders Preferences (SO101000) form. Update IN - Confirm Not Billable: To generate inventory documents for shipments made for transfer orders and returns with replacements. Print Labels: To print labels for packages included in the selected shipments. Email Shipment: To generate emails with the shipment confirmation for the selected shipments. Print Pick List: To create and print pick lists for the selected shipments with the On Hold or Open status. Confirm Shipment: To confirm the selected shipments with the Open status. Print Shipment Confirmation: To print confirmations for the selected shipments. When you select this processing option, the system shows only shipments with the Open status. The shipments with the Confirmed status are not shown in the list and cannot be printed on this form. Prepare Drop-Ship Invoice: To prepare drop-ship invoices for the selected receipts. When you select this processing option, the system displays in the table the list of receipts instead of shipments. This option is available only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form. Print Commercial Invoices: To print commercial invoices for international shipments—that is, shipments for which the ShipEngine, EasyPost, or Pacejet carrier is specified in the Ship Via box on the Shipping tab and an address outside of the domestic region is specified on the Addresses tab of the Shipments (SO302000) form. This option appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form. Update Shipment with Pacejet Data: Retrieves the documents generated for each processed shipment in Pacejet and attaches them to the shipment. This option appears if the Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
Date Range	The start and end dates of the date range for the shipment dates. You can leave the left box blank to view all shipments up to the date in the right box.
Invoice Date	The date of the applicable invoice.
Send Documents in One Email	A check box that indicates (if selected) that the system attaches a customer’s documents to a single email to be sent during processing. Attention: You can attach up to 100 documents to one email. If more than 100 documents of a recipient are included in processing, the system creates multiple emails, keeping each email’s attachments within this limit. For example, if 225 documents are being processed for a recipient, the system creates three emails: two emails with 100 documents attached, and one email with 25 documents attached. This check box appears only if Email Shipment is selected in the Action box.
Combine Documents into One File	A check box that indicates (if selected) that the system combines the processed documents into a single file and attaches it to the email. Attention: You can combine up to 100 documents into one file attached to an email. If more than 100 documents of a recipient are included in processing, the system creates multiple emails, keeping the documents of each attachment within this limit. For example, if 225 documents are being processed for a recipient, the system creates three emails: two emails with 100 documents combined into a single file, and one email with 25 documents combined. This check box is available only if Email Shipment is selected in the Action box and the Send Documents in One Email check box is selected.
Show Printed	A check box that you select to add to the shipments listed in the table one of the following: For the Print Pick List action, those shipments for which pick lists have already been printed For the Print Labels action, those shipments for which labels have already been printed This element appears only if one of the following actions is selected in the Action box: Print Labels, Print Shipment Confirmation, Print Commercial Invoices, or Print Pick List.
Customer	The customer whose shipments will be displayed. Leave the box blank to view shipments for all customers. 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.
Carrier	The integrated carrier through which shipping will be or was performed.
Ship Via	The ship via code associated with the carrier that will perform or has performed shipping. You can leave the box blank to view shipments with all ship via codes of the carrier.
Warehouse	The warehouse from which the goods are shipped. You can leave the box blank to view shipments associated with all warehouses. This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Packaging Type	The packaging type: Auto and Manual, Auto, or Manual. If an order has been packed manually, no re-packaging can be performed.
Print with DeviceHub	A check box that indicates (if selected) that when you select a printing action and process documents, the system generates the preview and prints all selected documents using the DeviceHub tool application. This check box appears on the form only if both of the following conditions are met: The DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form. A printing action is selected in the Action box of the current form.
Create Print Job per Document	A check box that indicates (if selected) that the system will create a separate print job for each document sent to DeviceHub from the current processing form. You can use this check box, for instance, to prevent two different documents from being printed on different sides of one sheet. If the check box is cleared and you select multiple documents, the system may combine them into a single print job based on the type of the printed documents. This check box appears on the form only if both of the following conditions are met: The DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form. A printing action is selected in the Action box of the current form.
Define Printer Manually	A check box that indicates that you want to specify the printer to be used for printing documents. If the check box is cleared, the printer is automatically defined by the system. This check box appears on the form only if both of the following conditions are met: The DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form. A printing action is selected in the Action box of the current form.
Printer	The identifier of the printer to be used for printing documents. This box appears on the form only if both of the following conditions are met: The DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form. A printing action is selected in the Action box of the current form. The box is available for selection if the Define Printer Manually check box is selected.
Number of Copies	The number of copies of each document to be printed via DeviceHub. This box appears on the form only if both of the following conditions are met: The DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form. A printing action is selected in the Action box of the current form.

Table

This table displays the shipments that match the criteria you have specified in the Selection area. You can review the list and process all the shipments or only selected ones.

Table 1. Table Toolbar
The table toolbar includes the buttons described below.
Button	Description
View Document	Navigates to the Shipments (SO302000) form, so that you can view all the details of the selected document.

Table 2. Table Columns for ShipmentsIf you select in the Action box an option other than *Prepare Drop-Ship Invoice*, the system displays in the table the list of shipments available for processing.
Column	Description
Included	An unlabeled check box that you select to include the shipment specified in the row for processing if you click Process.
Shipment Type	The type of the shipment, which can be one of the following: Shipment, Transfer, Material Issue, or Material Shipment. This column appears only if the Material Management feature is enabled on the Enable/Disable Features (CS100000) form.
Shipment Nbr.	The reference number of the shipment.
Status	The status of the document, which is assigned automatically.
Shipment Date	The date when the goods were shipped.
Customer	The customer that ordered the goods or services by its ID.
Customer Name	The name of the customer that ordered the goods or services.
Location	The customer location from which the goods or services are ordered. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Location Name	The name of the location from which the goods or services are ordered.
Customer Order Nbr.	The reference number of the order.
Billing in Orders	The billing option for the shipment. One of the following options can be shown: Aggregated Billing: The shipment includes only sales orders that have the Bill Separately check box cleared on the Financial tab of the Sales Orders (SO301000) form. In this case, if the conditions for aggregated billing are met (for details, see Sales of Stock Items: Mass-Processing of Documents), one invoice will be created for all the sales orders included in the shipments that have this option. Mixed Billing: The shipment includes all sales orders. In this case, for each sales order with the Bill Separately check box selected, a separate invoice will be created. For the sales orders with the Bill Separately check box cleared, one invoice will be created if the conditions for aggregated billing are met. Separate Billing Only: The shipment includes only sales orders for which the Bill Separately check box is selected. In this case, a separate invoice will be created for each sales order in the shipment. The column appears only if the Prepare Invoice action is selected in the Action box in the Selection area.
Bill Separately	A check box that indicates (if selected) that for this document (that is, this shipment or purchase receipt), a separate invoice must be prepared during processing. If the shipments selected for processing belong to same customer, the conditions for aggregated billing are met, and this check box is cleared for them, the system will group these shipments together into same invoice. If you select the check box for a shipment that has Aggregated Billing or Mixed Billing in the Billing in Orders column, and process this line, a separate invoice will be created for this particular shipment, which means that this shipment will not be aggregated in the same invoice with other shipments for the same customer. This column appears only if the Prepare Invoice or Prepare Drop-Ship Invoice action is selected in the Action box in the Selection area.
Warehouse ID	The warehouse from which the shipment was performed.
Warehouse Description	The name of the warehouse.
Workgroup	The workgroup that prepared the shipment and shipped the goods.
Owner	The employee responsible for the shipment.
Shipped Quantity	The quantity of the shipped items.
Ship Via	The carrier used for this shipment.
Ship Via Description	The description provided for the carrier.
Shipped Weight	The total weight of goods in the shipment.
Shipped Volume	The total volume of goods in the shipment.
Labels Printed	A check box that indicates (if selected) that labels have been printed for this shipment. This check box appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Table 3. Table Columns for ReceiptsIf you select the *Prepare Drop-Ship Invoice* option in the Action box, the system displays in the table the list of receipts available for processing.
Column	Description
Included	An unlabeled check box that you select to include the receipt specified in the row for processing if you click Process.
Receipt Nbr.	The reference number of the receipt document.
Status	The status of the document, which is assigned automatically.
Date	The date of the document.
Customer	The customer that ordered the goods or services by its ID.
Customer Name	The name of the customer that ordered the goods or services.
Location	The customer location from which the goods or services are ordered. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Location Name	The name of the location from which the goods or services are ordered.
Customer Order Nbr.	The reference number of the order.
Warehouse ID	The warehouse from which the shipment was performed.
Warehouse Description	The name of the warehouse.
Workgroup	The workgroup that prepared the shipment and shipped the goods.
Owner	The employee responsible for the shipment.
Shipped Quantity	The quantity of the shipped items.
Ship Via	The carrier used for this shipment.
Ship Via Description	The description provided for the carrier.
Shipped Weight	The total weight of goods in the shipment.
Shipped Volume	The total volume of goods in the shipment.
Labels Printed	A check box that, if selected indicates that labels have been printed for this shipment. This check box appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.