Ship Sales Order WMS

Scan or type. Omit dashes if typing. Note that the reservation form will automatically open after inputting or scanning an order number if the order in not fully reserved.

A drop down list is available for each part on the sales order. Part numbers may also be scanned.

Displays the part number description.

Stock unit of measure.

Quantity that will be shipped or reserved for the selected part. The ability to ship more than what was ordered is controlled by the "Sales Order - Over -Ship" security setting. As indicated previously, the quantity in this field will default to the ordered quantity or the reserved quantity if the item master "Default Shipping Qty" field is set to "As Reserved" and inventory has been reserved to the order. 

Indicates if the lot is set for lot control when relieving. If the field indicates "System", users are not required to specify a lot but may do so by clicking the "Reserve" button. If the field indicates "Lot Required", users must specify a lot via the "Reserve" button. If users attempt to ship a sales order that indicates "Lot Required" without specifying a lot, the system will display a prompt indicating that the lines on the sales orders are not fully reserved and a backorder will be created for these lines.

Displays the location type of the lot selected via the "Reserve" form.

Displays the location of the lot selected via the "Reserve" form. Note that when processing a return, signified by entry of negative quantity, the location field will be enabled allowing the user to select where returned material will be placed.

Inform receiving of QC requirement. 

Optional header notes for the sales order.

Defaults to receipt date plus item shelf life. Note that the security setting, "Purchase orders -- receive expired material" allows receiving expired material on Purchase Orders. When receiving an order, user will receive prompt if they don't have that security setting and any of the received lots have an expiration date on or before the received date.

Company-defined lot descriptors. The name of the attribute field that appears on screen is defined in System > Options. 

Displays the serial number for the scanned serial/lot. If the serial/lot is not scanned, the system will display the serial number for the oldest lot in inventory. Users may select another serial/lot via the "Lots" button. Note that WMS application will ignore the serial number for parts that are not marked for serialization. 

Indicates the Deacom Container number being received into inventory. Application Identifier 250 can be used in Barcodes to represent the Container Number.

Ability to specify the actual density when finishing materials. The ability to enter values in this field is controlled by the “Measured Density” flag on the Property tab of the Item Master record.

Saves the part number and lot information and proceeds to next line/lot on the order.

Ships the sales order. Saving should be done once per shipment, not once per line. System will confirm successful shipment and display the backorder number in situations where only partial quantities of the required inventory have been shipped. See the "Lots to Ship" section for additional information.

If clicked, displays the "Reserve" form. The majority of the fields on this form will be for display purposes only. The fields and buttons available on this form are indicated in the "Reserve Form" section below. Note that in situations where items are not set for lot control users are not required to use the reserve button since the system will select the oldest non-expired lot from inventory. Users may however click the "Reserve" button and select another lot if necessary. 

• Note: The "Reserve" button will be disabled when shipping a credit memo since there is nothing to reserve in this case.

Defaults to unchecked. If checked, an entered and scanned order number will automatically ship the order and bypass any later screens including printing and confirmation. If set for document groups, the documents will automatically be printed wherever they are set to print to.

• This checkbox will be disabled when the Reserve form is shown.

Back to previous line/lot data.

The desired shipping method as identified on the sales order. User may select alternative shipped via methods if necessary

Text field used for entering tracking numbers. The information in this field is available for printing on the Bill of Lading.

Memo field which may contain an unlimited amount of text and may be used for special shipping instructions. The contents of this fields are available for printing on part forms and labels.

Memo field which may contain an unlimited amount of text and may be used for in-transit instructions. The contents of this fields are available for printing on part forms and labels.

Enter the actual freight for the total order.

The freight amount that will be billed based on the freight margin defined in Sales > Options > Shipping tab.

If the sales order contains a document group, this box will be open for editing and may be checked to have the document group printed. If a document group is not defined on the order, this box will be grayed out.

Click to display the "Lots to Ship" form. Details regarding this form are outlined below.

Lists the part number from the sales order

Displays the lot number that has been selected and that will be shipped when the "Save" button is clicked on this form.

Indicates the quantity that will be shipped.

Displays additional information such as location, attributes, density and expiration date for the selected lot.

Displays the backorder form where users will confirm the orders and lots that will be shipped. If performing partial shipments, users will make the necessary quantity adjustments on this form. Once finished, users will click the "Save" button presented on the backorder form to completed the shipping process and receive a confirmation message with the backorder number displayed. Note the Qty column is editable on this form. Users can update the quantity that will be shipped at this point. Users cannot ship a quantity greater than what is reserved. If decreasing the amount that will be shipped, users will be notified that the rest of the reserved inventory will be un-reserved where applicable.

Scan or type. Omit dashes if typing.

A drop down list is available for each part on the sales order. Part numbers may also be scanned.

Displays the part number description.

Stock unit of measure.

Displays the default location type for selected part.

Displays the default location for selected part.

Displays the system lot number for the oldest lot in inventory. Users may select another lot via the "Lots" button.

If the selected lot belongs to a master lot, the master lot number will be displayed here.

Displays the user lot associated with the system lot displayed on screen.

Displays quantity of current lot.

Actual quantity that will be reserved. Users can adjust as needed. Users must either scan a barcode or manually type an amount and press Enter on the scanner to confirm the quantity.

Displays the attributes of the selected lot.

Displays the catch weight of the selected lot.

Displays a list of available lots for the selected item that can be selected for reserved. Once the button has been clicked, the "Find" form will be displayed. This form will be display all non-expired on hand lots for the selected part. Once a lot has been selected users may click the "Details" button to see additional information as such as catch weight, serial number, density, and expiration dates and attributes for the selected lot. At this point the user may click the "Back" button to return to the list of available lots or click the "Choose" button to complete the process. Once a lot has been selected, the "Find" form will be closed and the user will be returned to the "Reserve" form to continue with the reserving and selection process. 

• Notes:
  • The sort order of the lots displayed on the "Find" form is determined by the "Sort Lot Chooser By" field on the WMS tab in Inventory > Options.
  • Users that have the security setting "Inventory -- override shelf life" will be able to see and select expired lots when shipping. Additional information on this option is available in the 14.9 release notes section.

Completes the reserving process and displays the "Reserve Parameters" form. Additional information on the form is provided below. Note that once users click the "Save" button on the "Reserve Parameters" form, the system will display a prompt indicating that the lots have been successfully reserved and return the user to the "Ship SO" form.

Removes immediately previous lot from reserve list.

Prints lot label once changes have been saved. Default for the flag is set in the System > Options "Print labels when issuing" flag on the Inventory tab.

If selected, the location and location type of the lots are not changed. Default for the flag is set in the Inventory > Options "Retain location when issuing" flag on the Inventory tab.

Option to select a new location type where the inventory will be moved at the conclusion of the reserving process.

Option to select a new location where the inventory will be moved at the conclusion of the resereving process. A typical example would be a location specifying a series of shelves next to the shipping dock. If the user does not enter a new location and new location type, they will be prompted to confirm they do not wish to specify these values when attempting to save the transaction.

Click to complete the reserving process.