To enter a Shipment manually, open the Shipment window by clicking on Shipment (Customer) from the Application Menu. The icon in front of the Shipment(Customer) menu item indicates that it is a window.
When the Shipment window is opened any Shipments entered or updated today and those Shipments that are not Completed or Closed will be displayed.
To view Historical records, select the History button on the toolbar.
Then you may choose to see records for the current Day, Week, Month, Year, or All records.
You can also view historical records by using the standard record Search.
To begin a new Shipment record, click the New Record Button.
Select a Document Type and Business Partner.
Partner Location and User Contact will default when the Business Partner is selected.
Select the Sales Order field to display the Order Info window.
The screen displays with all Orders for the Business Partner entered in the Shipment document. You can also enter any of the other search fields (e.g. Order Reference, Date Ordered) to limit the number of records returned.
Double click on the desired Sales Order or select the Sales Order and click the OK button.
You are returned to the Shipment window and the Sales Order field is now populated.
Select the Shipment Line tab to enter the line items to be shipped.
You can enter the Product and Movement Quantity directly or select the Sales Order Line and the Product and Movement Quantity will be updated with the value from the Sales Order.
The Product now is populated with Inner Tube and the Movement Quantity of 100.
In this example, however, we want to ship only 30 Inner Tube.
Update the Movement Quantity to 30 and save the record.
The Unit of Measure will default from the Sales Order. If a UOM Conversion is defined for this Product you may select a different UOM from the drop down list box. You may Order in a UOM and Ship in a different UOM if the appropriate Conversions are defined.
The Confirmation tab is a view only window for displaying Pick Confirmations.
Return to the Shipment tab to Complete the Shipment.
Select the Complete button to complete the Shipment. When the Shipment has been completed 30 Inner Tubes are moved from Reserved Quantity as they have been shipped. 30 Inner Tubes still remain in Reserved Quantity.
Now go to the Sales Order Line for this Shipment.
The Ordered Quantity is still the original 100. The Delivered Quantity is now 30, reflecting the Shipment just processed. The Reserved Quantity is the difference between the Ordered Quantity and the Shipped Quantity.
If you want to ship the remaining 70 Inner Tubes, you can execute the Generate Shipments or Generate Shipments (manual) process or enter a Manual Shipment.