Vendor Shipments

Form ID: (AM310000)

You can use this form to create shipments for shipping items to a vendor for outside processing. You can include in the shipment any of the following items:

The stock item being produced by using a production order
Materials for items to be produced, which you are supplying to the vendor

This form is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.

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
Cancel	Cancels the document and changes its status to Canceled.
Confirm	Changes the shipment status to Confirmed. When you confirm the shipment, the system creates an inventory issue transaction for the lines of the Material type on the Issues (IN302000) form.
Hold	Changes the status of the document to On Hold. You click this button when you want to make changes to the document.
Packing List	Opens the Vendor Shipment Packing List (AM642000) report for the shipment so that you can print it.
Pick List	Opens the Vendor Shipment Pick List (AM644000) report for the shipment so that you can print it.
Remove Hold	Changes the status of the document from On Hold to Open so that you are able to process the document.

Summary Area


Element	Description
Shipment ID	The unique identifier of the vendor shipment.
Type	The shipment type, which is one of the following: Shipment: Contains items to be shipped to the vendor. Return: Contains items to be returned to your organization from the vendor. Any WIP lines are informational only.
Status	The status if the vendor shipment, which can be one of the following: On Hold: The shipment is on hold, which means that you can modify the shipment; the shipment quantities do not affect the item availability. Open: The shipment has been taken off hold and is awaiting confirmation. Complete: The shipment has been confirmed. Canceled: The shipment has been canceled.
Shipment Date	The date at which the items should be shipped to the vendor.
Vendor	The vendor who will perform the outside process and for whom you ship the items.
Location	The vendor location this which the items must be shipped.
Warehouse	The warehouse from which the items will be shipped. This is the Return address on the packing list.
Workgroup	The workgroup responsible for for the vendor shipment.
Owner	The employee in the workgroup who is responsible for the vendor shipment.
Shipped Quantity	The total quantity of the item units to be shipped, which is calculates as the sum of quantities in all document lines.
Control Quantity	The control quantity of the shipment, which must be equal to Shipped Quantity. You must fill this box manually before confirming the shipment. This box is displayed only when the Validate Document Totals on Entry check box is selected on the Production Preferences (AM102000) form.

Details Tab

On this tab, you can view the inventory items on production orders that are to be shipped to the vendor. You can ship items for multiple production orders.

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, where you can define subitems, locations, lot or serial numbers, quantities, and expiration dates for the inventory items to be shipped to the vendor. This button is available if at least one of the following features is enabled on the Enable/Disable Features (CS100000) form: Multiple Warehouse Locations, Inventory Subitems, or Lot and 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.
Add Production Orders	Opens the Production Order Lookup dialog box, where you can select items from any number of production orders to be included in the vendor shipment.

Table 1. Table
Column	Description
Type	The type of the vendor shipment line, which can be one of the following: WIP: The item from the production order, which has been produced. For this type of line, the system does not generate inventory transactions. The production order details will indicate the quantity at the vendor when the shipment is confirmed. Material: The material used to produce the item from the production order. For this type of line, the system generates the material transaction on the Materials (AM300000) form when you confirm the vendor shipment.
Order Type	The type of the production order.
Production Nbr.	The reference number of the production order.
Operation ID	The specific operation of the production order.
Inventory ID	The identifier of the stock item to be shipped to the vendor. The stock item can be one of the following depending on the line type: WIP: The ID of the produced item from the production order. Material: One of the material items from a production order or any item available in the system.
Subitem	The subitem of the item selected in the Inventory ID box. To specify subitems, you click the Line Details button on the table toolbar. If you select multiple subitems, this column displays SPLIT. This column is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) 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.
Warehouse	The warehouse where the item is stored. For the line of the WIP type, the system copies the warehouse from the production order. For the line of the Material type, this is the warehouse from which the item is issued. This column is visible only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Location	The warehouse location where the item is stored. For the line of the WIP type, the system copies the warehouse location from the production order. For the line of the Material type, this is the warehouse location from which the item is issued. This column is visible only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Quantity	The quantity of the item to be shipped. For the WIP line, the system copies the quantity from the production order; you cannot change the quantity. For the Material line, you specify the quantity manually.
UOM	The unit of measure for the item quantity. For the WIP line, the system copies the UOM from the production order; you cannot change the UOM. For the Material line, you can select any UOM valid for the item.
Lot/Serial Nbr.	The lot or serial number of the item. To specify the lot or serial numbers of the particular units, you click Line Details on the table toolbar. If you specify multiple lot or serial numbers the column displays SPLIT. This column is visible only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Expiration Date	The expiration date of the lot-tracked item.
Description	The item description, which the system copies from the Stock Items (IN202500) form.

Table 2. Line Details Dialog BoxIn this dialog box, you can specify warehouse locations,subitems, lot numbers, or serial numbers for the item highlighted in the table.
Element	Description
Unassigned Qty.	The quantity of the inventory item that has no location specified or 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 box is visible 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 box is visible 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.
Inventory ID	The inventory ID of the item.
Subitem	The subitem for the inventory item, if subitems are used in your system. This column is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) 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.
Location	The location in the warehouse where the item is stored. 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 quantity of inventory item received. This column is visible only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Quantity	The quantity of the inventory item with the same subitem code and the same lot number. It is 1 for items with serial numbers.
UOM	The unit of measure (UOM) for the specified quantity of the inventory item.
Expiration Date	The expiration date of the specified quantity of the inventory item. This column is visible only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Description	The description of the item.
The dialog box has the following button.
OK	Saves the records generated and closes the dialog box.

Table 3. Production Order Lookup Dialog Box
In this dialog box, you can select the items to be added to the vendor shipment. The dialog box displays only items from production orders that meet all of the following conditions:

They have the *Planned*, *Released*, or *In Process* status.

They contain items with the *Ship to Vendor* subcontract source.

They have the same vendor specified on the Outside Process tab of the Production Order Details (AM209000) form as is specified in the Vendor box on the Vendor Shipments form.

They contain the operation for outside processing that has the quantity to produce greater than 0 in the Qty. to Produce column of the Operations table on the Production Order Details form.

The table in the dialog box contains the following columns.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
Selected	A check box that you select to include the item in the vendor shipment to be created.
Order Type	The type of the production order.
Production Nbr.	The reference number of the production order of the item listed in this row. The other values in the row are copied from this production order.
Operation ID	The identifier of the operation dedicated for outside processing.
Inventory ID	The inventory ID of the stock item.
Warehouse	The warehouse where the item is stored.
UOM	The unit of measure for the quantity of the stock item.
Order Description	The description that has been specified for the production order.
Qty. to Produce	The quantity of the item to be produced.
Ship Quantity	The total quantity of the item to be shipped.
Ship Remaining Qty.	The remaining quantity of the item to be shipped, which is calculated as follows: `Qty. to Produce - Ship Quantity`.
The dialog box contains the following buttons.
Add	Adds the selected items to the vendor shipment.
Add & Close	Adds the selected items to the vendor shipment and closes the dialog box.
Cancel	Closes the dialog box without saving your changes.

Shipping Tab

This tab contains shipping information, including the vendor ship-to address (or address of the destination warehouse for transfers), carrier, and FOB point.

Table 4. 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 vendor.
Email	The email address of the vendor shipping contact.

Table 5. 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.
Address Line 1	The first line of the billing address.
Address Line 2	The second line of the billing address.
City	The vendor’s city.
Country	The vendor’s country.
State	The state or province of the vendor.
Postal Code	The postal code. An input mask for the postal code can be set on the Countries/States (CS204000) form.

Table 6. Shipping Information Section
Element	Description
Ship Via	The carrier used for shipping the items.
FOB Point	The point where title of items passes to the vendor.
Shipping Terms	The shipping terms used in relations with the vendor.
Shipping Zone	The shipping zone of the vendor.
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.
Insurance	A check box that indicates (if selected) that insurance is required for the shipment.
Ground Collect	A check box that indicates (if selected) that charges for the shipment will be billed directly to the recipient.
Freight Cost	The freight cost of the shipment. This is informational only.
Override Freight Price	A check box that indicates (if selected) that users can manually enter a freight price and select the price.
Freight Price	The amount of freight that will be charged for the shipment. This is informational only.