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Field descriptions: Sales shipment

Field	Description
Number	The sales shipment number. If sequence number rules are defined for the sales shipments on the Sequence number page, the shipment number populates automatically after you save the shipment for the first time.
Ship-to customer	The customer the shipment needs to be sent to. You can select from a list of active customer records.
Shipping date	Defaults to the date you create the shipment. You can edit it.
Stock site	The site the items need to be shipped from. If you created the shipment from the order, the stock site defaults to the order stock site. If you create a shipment manually, you need to enter the stock site. When you select the first order line, if the stock site on the line is different, the document stock site is replaced by the line's stock site.

Lines tab

Field	Description
Allocated quantity	The quantity already allocated in the stock unit.
Allocation status	Status of the stock allocation on the shipment line. Allocated: All quantities are allocated to the line. Partially allocated: Some quantities are allocated to the line. Not allocated: No quantity is allocated to the line yet. Not managed: The item is not stock managed, so no allocation is required. This column is displayed after the shipment confirmation and is not displayed after the shipment is posted.
Customer order reference	The purchase order number used by the customer when they placed the order.
Item description	Defaults to the description on the item record. You can edit it if needed.
Item name	The ordered item.
Origin	The origin of the line. It defaults to Order when it is created from an order line.
Quantity in sales unit	The quantity ordered by the customer in the sales units. Example The Sales unit is a case of 24 bottles and the Quantity in sales unit is 10. It means the customer has ordered 10 cases of 24 bottles each.
Sales unit	The item sales unit.
Stock unit conversion factor	The sales to stock unit conversion factor. The sales to stock conversion factor is managed on the Units tab of the item record.

Detail panel for a sales shipment line

Information tab

Field	Description
Item description	Defaults to the description on the item record. You can edit it if needed.
Item name	The ordered item.
Origin	The origin of the line. It defaults to Order when it is created from an order line.

Sales block

Field	Description
Quantity in sales unit	The ordered quantity in the sales unit.
Sales unit	The sales unit.

Stock block

Field	Description
Quantity in stock unit	The ordered quantity in the stock unit.
Stock unit	The stock unit.
Stock unit conversion factor	The sales to stock unit conversion factor.

Stock tab

Allocation block

Field	Description
Allocated quantity	The quantity already allocated in the stock unit.
Allocation status	A status indicates if the quantity is fully allocated, partially allocated or not allocated.
Quantity	The ordered quantity in the stock unit.
Remaining quantity to allocate	The quantity that still needs to be allocated.

Origin tab

Field	Description
Document type	The origin document type such as sales order.
Origin document number	The origin document number and a link to this document.
Status	The origin document status.

Progress tab

On this tab, you can track the statuses and quantities of the invoicing, return request and return receipt processes for the sales shipment line.

Invoice block

Field	Description
Invoice status	The invoicing status on the shipment. Not invoiced: The invoice linked to the shipment is not yet generated. Invoiced: The invoice linked to the shipment is generated.
Invoiced quantity	The total item quantity on the shipment after the invoice is posted.
Quantity in progress	The total item quantity on the shipment before the invoice is posted.

Field

Description

Invoice status

The invoicing status on the shipment.

Not invoiced: The invoice linked to the shipment is not yet generated.
Invoiced: The invoice linked to the shipment is generated.

Invoiced quantity

The total item quantity on the shipment after the invoice is posted.

Quantity in progress

The total item quantity on the shipment before the invoice is posted.

After the invoice is created, the invoice information is displayed in the grid.

Field	Description
Invoice number	The invoice number and a link to this invoice.
Invoice status	The invoice status: Draft: The invoice is created but needs to be posted. Posted: The invoice is posted.
Invoiced amount	The invoiced amount on the shipment line.
Invoiced quantity in sales unit	The invoiced item quantity on the shipment line in the sales unit.

Return request block

Field	Description
Requested quantity	The quantity of items that are requested for return for the shipment line. If there are several return requests for the shipment line, this is the total item quantity of those return requests. Example Item quantity on the line: 150 each Return request number 1: 10 each Return request number 2: 5 each Requested quantity: 15 each
Return request status	The return request status on the shipment: No return requested: No return request is expected for this shipment line or a return request is expected but not created yet. Return partially requested: A return request is created for some of the shipment line items. Return requested: A return request is created for all the shipment line items.

Field

Description

Requested quantity

The quantity of items that are requested for return for the shipment line. If there are several return requests for the shipment line, this is the total item quantity of those return requests.

Return request status

The return request status on the shipment:

No return requested: No return request is expected for this shipment line or a return request is expected but not created yet.
Return partially requested: A return request is created for some of the shipment line items.
Return requested: A return request is created for all the shipment line items.

After return requests are created, the return requests information displays in a grid. There are as many lines as return requests.

Field	Description
Quantity in sales unit	The item quantity to return in the sales unit.
Return request number	The return request number and a link to this return request.
Return request status	The return request status: Draft: The return request is created. Pending: The return request is approved. In progress: At least one return receipt is created. Closed: All the return receipts linked to the return request are posted and closed.

Field

Description

Quantity in sales unit

The item quantity to return in the sales unit.

Return request number

The return request number and a link to this return request.

Return request status

The return request status:

Draft: The return request is created.
Pending: The return request is approved.
In progress: At least one return receipt is created.
Closed: All the return receipts linked to the return request are posted and closed.

Return receipt block

Field	Description
Receipt quantity	The quantity of items on the return request to be returned.
Return receipt status	The return receipt status on the shipment: Not returned: A return is expected but no quantity is received yet on the sales return receipt, or the sales return receipt is not yet created. Partially returned: Some items for the return request line need to be returned but not all of them are received yet. Returned: All items for the return request line needed to be returned and they are all received.

Field

Description

Receipt quantity

The quantity of items on the return request to be returned.

Return receipt status

The return receipt status on the shipment:

Not returned: A return is expected but no quantity is received yet on the sales return receipt, or the sales return receipt is not yet created.
Partially returned: Some items for the return request line need to be returned but not all of them are received yet.
Returned: All items for the return request line needed to be returned and they are all received.

After return receipts are created, the return receipts information displays in a grid. There are as many lines as return receipts.

Field	Description
Quantity in sales unit	The quantity on the return receipt in the sales unit.
Return receipt	The return receipt number and a link to the return receipt.
Status	The return receipt status: Draft: The return receipt is created. In progress: Some quantities are received. Closed: All the quantities are received. The return receipt is closed.

Field

Description

Quantity in sales unit

The quantity on the return receipt in the sales unit.

Return receipt

The return receipt number and a link to the return receipt.

Status

The return receipt status:

Draft: The return receipt is created.
In progress: Some quantities are received.
Closed: All the quantities are received. The return receipt is closed.

Line notes tab

The notes you enter on this tab relate to the sales shipment line. If you want to add notes at document level, go to the Notes tab for the sales shipment.

Field	Description
Add notes to customer document	The switch to make the Customer notes text box available. If you keep this switch on, the customer notes print under the corresponding line on the PDF pick list or packing slip.
Customer lines notes	The text box where you can add customer notes. If the Add notes to customer document switch is on, these notes print under the corresponding line on the PDF pick list or packing slip.
Internal lines notes	The text box where you can add notes you want to share with your colleagues about the sales shipment line. Those notes are only for internal purposes. Customers cannot see them.

Detailed stock allocation window

General block

Field	Description
Item	The ordered item.
Remaining quantity	The remaining quantity that needs to be allocated.
Required quantity	The quantity that still needs to be shipped.
Selected quantity	The quantity already allocated.
Stock site	The stock site. It defaults to the stock site defined on the Shipping tab.
Stock unit	The stock unit.

Stock allocation grid

The grid displays all stock lines that match the item you want to ship. There are as many lines as lots, locations and A* stock statuses.

Field	Description
Available quantity	The available quantity in stock at the location.
Location	The stock location at the site, for location-managed sites.
Lot	The lot number, for items managed by lot.
Quantity to allocate	The quantity you want to allocate to this stock line.
Serial number	The serial number status. This column displays when the item is managed by serial numbers. To select: You need to allocate serial numbers to all items from the stock line. Partially selected: You only allocated serial numbers to some items from the stock line. Selected: You allocated serial numbers to all items from the stock line.
Status	The stock status. Only items with stock status A* (Accepted) are considered as available in stock.

Serial numbers grid

Field	Description
From serial number	The first serial number in the serial number range.
Quantity	The quantity of items in the serial number range.
To serial number	The last serial number in the serial number range.

Manage allocations window

Field	Description
Allocated quantity	The quantity allocated on the sales shipment line.
Item	The ordered item.
Required quantity	The quantity on the sales shipment line.
Stock available	The quantity in stock on the stock site when the status is Accepted.
Stock on hand	The total quantity in stock for all statuses (Accepted, Quality control and Rejected) on the stock site.
Stock site	The sales shipment stock site.

Field	Description
Allocation request status	The sales order stock allocation request status. There are no stock allocation request statuses on sales shipments.
Allocation status	The sales order or shipment stock allocation status.
Assigned order	If the sales order has a work order or a purchase order assigned to it, this checkbox is selected.
Customer	The sales order or shipment customer.
Document	A link to the sales order or shipment where stock was allocated. The documents that show in this grid are the orders that are allocated but not shipped and the shipments that are ready to process.
Document amount	The sales order or shipment total amount excluding VAT.
Document profit	The sales order or shipment total gross profit amount.
Quantity allocated	The total quantity allocated on the sales order or shipment.
Shipping date	The sales order or shipment shipping date.
Shortage	The shortage quantity on the sales order or shipment when the order or shipment is partially allocated or not allocated.

Information tab

Field	Description
Printed	This checkbox is selected when you print the pick list or packing slip.
Reference	Free text area in which you can enter a customer reference.
Sales site	The site that manages the sales. You can select from a list of sites defined as sales sites on the Site page.

Field

Description

Printed

This checkbox is selected when you print the pick list or packing slip.

Reference

Free text area in which you can enter a customer reference.

Sales site

The site that manages the sales.

You can select from a list of sites defined as sales sites on the Site page.

Shipping tab

Field	Description
Delivery date	The estimated delivery date at the customer's site. It's the shipping date plus the delivery lead time.
Delivery lead time	The average delivery lead time in days defaults to the lead time on the ship-to address. If you update the number of days, the system asks if you want to update the shipping date and the delivery date or not.
Delivery mode	If a delivery mode is associated with the ship-to address, this delivery mode populates by default. Delivery modes are managed on the Delivery mode page.
Entity use code	The entity use code only applies if you are using the Avalara tax calculation. It relates to the customer address and provides information about the type of customer they are, and whether they are exempt from VAT.
Incoterms rule	If an Incoterms® rule is associated with the ship-to address, this rule populates by default. Incoterms® rules are managed on the Incoterms® page.
Tracking number	The number provided by the carrier to track the shipment. You can edit this number even if the sales shipment is posted.

Ship-to address

The ship-to address defaults to the customer's shipping primary address. You can edit the address or replace it by selecting another one. You can select from a list of shipping addresses listed on the customer record.

Field	Description
Address line 1 & 2	The address details.
City	The city or town where the address is located.
Country	The country where the address is located.
County State Region Division	The field label and formatting changes according to the selected country.
Name	The company or person at this address.
Phone number	The main phone number for the address.
Post code Postal code	The postcode or ZIP code according to the selected country.

Financial tab

Field	Description
Bill-to customer	The bill-to customer for the order. The Bill-to address shows, by default, the primary bill-to address of the customer and the phone number associated with this address. You can edit the address or replace it by selecting another one. You can select from a list of customer's active addresses.
Payment term	The payment term defaults to the bill-to customer payment term. You can edit it if needed.

Field

Description

Bill-to customer

The bill-to customer for the order.

The Bill-to address shows, by default, the primary bill-to address of the customer and the phone number associated with this address. You can edit the address or replace it by selecting another one. You can select from a list of customer's active addresses.

Payment term

The payment term defaults to the bill-to customer payment term. You can edit it if needed.

Bill-to address

Field	Description
Address line 1 & 2	The address details.
City	The city or town where the address is located.
Country	The country where the address is located.
County State Region Division	The field label and formatting changes according to the selected country.
Name	The company or person at this address.
Phone number	The main phone number for the address.
Post code Postal code	The postcode or ZIP code according to the selected country.

Notes tab

The notes you enter on this tab print on the pick list when the shipment status is Ready to process, or on the packing slip, at document level. If you want to add notes for a particular line, go to the Line notes tab of the line detail panel.

Field	Description
Add notes to customer document	The switch to make the Customer notes text box available. If you keep this switch on, the notes print on the PDF pick list or packing slip.
Customer notes	The text box where you can add notes for the customer. They print on the last page of the PDF pick list or packing slip if the Add notes to the customer document switch is on.
Internal notes	The text box where you can add notes you want to share with your colleagues about the sales shipment. Those notes are only for internal purposes. Customers cannot see them.
Repeat all the line notes on new documents.	If it's switched on, the line notes are repeated on the corresponding invoice and return request lines.
Repeat the document notes on new documents.	If it's switched on, the notes at document level are repeated on the sales invoice and sales return request.