To Add Sales Orders to a Shipment

You can create a shipment manually on the Shipments (SO302000) form, and add to it the lines of one sales order or multiple sales orders of the same customer to it.

To Add Sales Orders to Shipment

1. Open the Shipments (SO302000) form.
2. In the Type box in the Summary area, select Shipment.
3. Select the customer in the Customer box.
4. Change the default warehouse and location, if needed.
5. In the Operation box, select Issue.
6. In the Shipment Date box, select the date of the shipment.
7. On the Details tab, add the lines of each order to be shipped as follows:
   1. Click Add Order on the table toolbar. The Add Sales Order dialog box appears.
   2. In the Order Type box, select the type of the order whose lines you want to add to shipment.
   3. In the Order Nbr. box, select the reference number of the order whose lines you want to add to shipment. The lines available for shipping appears in the table.
   4. Select the unlabeled check boxes next to the lines to be shipped.
   5. Click Add & Close at the bottom of the dialog box.
8. Save the shipment.

Notes About the Procedure

The notes in this section describe the nuances of the UI elements available on the form, such as when an element is required and when it is not, and when the system fills in settings by default. This section can include other notes.

Note the following about this procedure:

• You can add to a shipment sales orders only if they have the same customer and warehouse specified.
• You can add the sales orders to a shipment regardless of whether the orders of this type need to be shipped separately.