Sales shipment

After creating a sales order, you need to create the shipment, or shipments for it.

The sales shipment is the second step of the sales process, as illustrated in Sales overview.

On this page you can find the description of the sales shipment workflow. You can also find more detailed information about the following topics:

• How to create a sales shipment from an order
• How to create a sales shipment manually
• How to select sales order lines
• How to allocate stock and serial numbers
• How to manage analytical dimensions
• What other options are available on the lines
• How to confirm the sales shipment
• How to post the sales shipment
• How to add notes
• How to print the sales shipment pick list or multiple sales shipment pick lists
• How to print the packing slip
• How to edit a sales shipment
• How to delete a sales shipment
• How a sales shipment closes
• What the next steps are: generating the sales invoice, managing sales return requests, sales return receipts and sales credit notes

The sales shipment workflow

This is an overview of the sales shipment workflow.

The sales shipment flow in detail

• Create the sales shipment

  The shipping process can be launched in 2 ways:

  1. From sales orders.
  2. By creating sales shipments manually and selecting sales order lines.

  After a shipment is created, whatever the method used, its status is Ready to process.

• Select sales order lines, allocate stock and confirm

  When you create a shipment from a sales order, the sales order lines populate on the shipment. You can edit or delete them, or add other order lines.

  When you create a shipment manually, you select the sales order lines you want to include on it.

  You then need to allocate stock to the stock managed shipment lines or adjust the allocation details if you have already allocated stock to the order lines.

  After the stock is fully allocated to all lines, you can confirm the shipment by selecting Confirm.

  The sales shipment status changes to Ready to ship.

  To add lines or change existing line data, you need to select Revert first. The status changes back to Ready to process.

• Post the shipment

  After lines are fully allocated, the shipment is ready. You need to select Post stock to validate it.

  When errors occur during the posting, a Posting error status displays.

  If not, the shipment status changes to Shipped.

• Invoice the shipment

  After the shipment is shipped, you need to select Invoice to generate the invoice.

  The shipment status changes to Invoiced.

Create a shipment

Remember, you can create sales shipments either from sales orders or from the Sales shipment page.

Create a shipment from the Sales order page

After you select Ship on a sales order, the system processes all the order lines ready for shipping and creates the corresponding sales shipments. The lines ready for shipping are lines at Pending status.

Later in the process, if you reduce quantities on those shipments there will be order lines with remaining quantities to ship. In this case, you will need to create another shipment in one of the following ways:

• On the order, select Ship again.
• Select, from the shipment, the order lines where there are remaining quantities to ship. Refer to Select sales order lines.

Create a shipment from the Sales shipment page

When you create a shipment manually, you first need to define the main, shipping and financial data.

Main data

• Define the stock site and ship-to customer. The other details populate automatically. If not, enter them manually.
• On the Information tab, enter the sales site and any customer reference. The Printed checkbox is selected when you print the sales shipment pick list or packing slip.

Shipping data

• On the Shipping tab, enter the Incoterms^® rule, delivery mode, delivery lead time and delivery date.
• The ship-to address populates depending on the ship-to customer selected. You can edit it or replace it with another one if needed.
• You can enter the number provided by the carrier to track the shipment.

Financial data

On the Financial tab, the bill-to-customer, payment term and bill-to address populate by default. You can edit them if needed.

The financial data is used in the invoicing process, as well as in the payment process performed within your financial solution.

Select sales order lines

When you create the shipment from an order, the order lines ready for shipping populate on the shipment. You can edit them or delete some, and you can add lines from other orders.

When you create the shipment manually, you need to add the order lines you want to the shipment. You need to enter, at least, the sales site, ship-to customer and stock site before you can add any order lines.

To add sales order lines:

1. Select Add lines from orders.
2. All order lines that correspond to the sales site, ship-to customer, and stock site defined at document level display in the Add lines from orders window.

3. Select one order line.

   If the Incoterms^® rule, delivery mode and ship-to address of this order line are different from the ones for the document, those are replaced with the ones for the order line, and the order lines displayed in the Add lines from orders window are sorted accordingly.

4. Select the other order lines you want to add to the shipment.

   Use the filters to search for order lines by shipping date or quantity in the sales unit.

5. Select Add to save the selection.

   The order lines you selected are added to the Lines grid.

   In the Selected order lines panel, which displays after you save the order lines you have selected, you can edit the quantity on the lines. For each line, the remaining quantity and the actual quantity display. You can enter a new quantity to ship. You can only decrease the quantity, so the new quantity must be lower than the order line quantity. This means the order line will be partially shipped. You will need to proceed with the shipment for the remaining quantity later or change the quantity on the order.
   

   You can also edit quantities for a line by selecting Open line panel from the line.
6. Save the shipment.

Allocate stock and serial numbers

Reserving stock from the sales order is a good way of ensuring the items are available. If stock and serial numbers are allocated on the sales order lines, the allocation details are repeated on the shipment lines when you ship the order. If not, you need to allocate stock to the shipment lines to reserve the stock. When you allocate stock, if the ordered items are serial number managed, you also need to allocate serial numbers to the items.

To allocate stock and serial numbers, the line status needs to be Ready to process. To proceed with the shipment confirmation, all lines need to be fully allocated. If you want to proceed with the confirmation but not all lines are fully allocated, you need to remove the lines that are not fully allocated from the shipment. You can still edit allocation details after the shipment is confirmed and its status is Ready to ship.

To allocate stock and serial numbers on an order line, or to edit allocation details:

1. Select the More actions icon on the line then select Allocate stock.
2. All stock lines that match the items you want to ship are displayed in the Detailed stock allocation window. There are as many lines as lots, locations and A* statuses.
   Lots are displayed when the item is lot managed. Locations are displayed when the site is location managed.
   Example

   Quantity to allocate	Available quantity	Lot	Status	Location
   0	500 litres	220001	A	LOC1
   0	860 litres	220002	A	LOC2
   0	70 litres	220003	A1	LOC3
   0	50 litres	220004	A1	LOC3
   0	10 litres	220005	A2	LOC3
   0	10 litres	220006	A	LOC4

3. Select the stock lines on which you want to allocate stock. On each line, enter the quantity you want to allocate until the total of these quantities reaches the quantity shown in the Required quantity field.
4. For each stock line on which there are serial number managed items, create the necessary lines in the Serial numbers grid and allocate serial numbers to the items:
1. From the Serial numbers grid, select Add.
2. In the From serial number field, enter the serial number you want to start the range with.

3. In the Quantity field, enter the quantity of items.

   The last serial number in the serial number range populates in the To serial number field.

   If you modify the first serial number in the range or the quantity, the last serial number in the range updates.

5. Save.

The allocation status updates on the shipment line.

Transfer allocations

On a sales shipment line that is not fully allocated, you can use the Manage allocations action to see which sales orders and shipments have stock already allocated for the same item and stock site. Then you can transfer the allocations from a sales order or shipment to your shipment line. The option to see other sales order and shipment allocation details enables effective decisions when there is a stock shortage.

In the Manage allocations window, there are links to the sales orders or shipments stock already allocated. You can select a link to go the corresponding document to see the allocation details. Or you can transfer the allocation details from this document to the sales shipment line directly without accessing the document. To do so, select the Transfer allocation icon on the line.

To help you decide from which document you want to transfer allocation details, the Manage allocations grid shows the order or shipment amount and profit. This information can be useful because you probably do not want to remove stock from a higher-priority order or shipment.

After you transfer the allocation details:

• The line showing the origin sales order or shipment allocation is no longer displayed in the grid because this document is now deallocated.
• The Allocated quantity field updates to the new allocated quantity.
• The Manage allocations window remains open until the sales shipment line is fully allocated.

When the sales shipment line is fully allocated, the Manage allocations action is no longer available from the line.

Manage analytical dimensions

Dimensions and attributes are inherited from the sales order lines. You can modify the dimensions, or add dimensions if there are not any, for all lines. Or you can manage the dimensions on each line.

To manage dimensions for all lines:

1. From the More actions menu at record level, select Set dimensions.
2. Select Apply to all lines to apply those new settings to all the existing and future lines or Apply to new lines only to apply those new settings to future lines only.

To manage dimensions for individual lines:

1. From the More actions icon on the line, select Dimensions.
2. Select the dimensions you want for the line.
3. Save.

Options on the lines

You can perform the following actions on the lines.

Confirm a shipment

After the shipment lines are fully allocated, you can select Confirm. This is effectively a pre-validation step.

The shipment status changes to Ready to ship.

You cannot edit any information on the shipment when its status is Ready to ship. If you need to edit the shipment, first select Revert. This changes the shipment status back to Ready to process.

Post a shipment

To validate the shipment, select Post stock. A message indicates that the shipment is posted. The shipment status changes to Shipped. You cannot edit or delete a shipment that is posted.

After the shipment is posted, the Allocated quantity column in the Lines grid is no longer displayed because you can no longer allocate stock. You can only view the issued stock on lines. To do so, from the More actions icon select Issued stock. The Stock issue details window shows the issued quantity, which matches the total quantity allocated on the shipment lines. It also shows the issued quantities detailed per stock line.

Add notes

You can manage internal and customer notes on a sales shipment at document or line level, or both.

Internal notes are notes you want to share with your colleagues. Customers never see these notes. They are for internal purposes only. But you can add notes in the Customer notes text box. These notes display on the PDF pick list or packing slip for the customer's information.

Print the sales shipment pick list or multiple sales shipment pick lists

You can print the sales shipment pick list when the sales shipment status is Ready to process. Stock does not need to be allocated.

You can create the pick list for the current sales shipment only, or create one document grouping multiple sales shipment pick lists.

1. Select Print.
2. In the Select criteria panel, select the stock site.

3. Enter the criteria to create the pick list for the current sales shipment or for multiple sales shipments.

   If you select criteria to include multiple pick lists on the same document, each pick list prints on a separate page.

4. Select OK.

   The PDF document displays. You can print or download it.

   The Printed checkbox is automatically selected.

Print the packing slip

After the shipment is confirmed or posted, you can print the packing slip.

Select Print. The packing slip displays. You can print or download it. The Printed checkbox is automatically selected if you had not printed the pick list.

Edit a shipment

If the shipment is already confirmed, to be able to edit the shipment, first select Revert to change the status back to Ready to process.

After the shipment is posted, you can edit the tracking number only.

Delete a shipment

If the shipment is already confirmed, first select Revert to change the status back to Ready to process, and deallocate stock on lines.

You cannot delete a shipment at status Shipped as it is posted.

Shipment closure

A shipment closes when it is shipped. Its status changes to Shipped.

You cannot close a sales shipment manually. You need to finish the process, or delete the sales shipment.

Next steps

Generate the invoice

After the shipment is posted, the next step is invoicing.

To issue the invoice, select Invoice on the shipment. The system creates the invoice for the shipment in the Sales invoice page.

After the invoice generates for a shipment, the shipment status changes to Invoiced.

Manage return requests and return receipts

When the customer wants to return items, you need to create the appropriate return requests, by selecting Request return on the shipment. Return requests are generated in the Sales return request page.

When items are physically returned, you also need to create, from the Sales return receipt page, return receipts for the return requests.

On the sales shipment, you can track the return request and return receipt details from the Progress tab of each line detail panel. Their statuses display and update along the return request and return receipt workflows.

Manage credit notes

If you have defined, on the return request, that the customer needs to be provided with a credit note, you have to generate it, from the return request. When you select Credit from the return request, the credit note generates on the Sales credit note page.