Shipment Processing

Select orders to process

From the Main Menu, go to Distribution/ Order Entry/ Processing/ Order Fulfillment

A. Create a new record. In Batch Name, enter a user-defined batch name.

B. Use the LOV as necessary to populate the remaining fields as indicated:

Acctg Date Enter the Accounting Date to record this transaction. This will also be the shipment date.

Location Inventory location from which to ship the product. If the original location was changed during the receipt process, that change should be reflected here. If multiple locations

are being used, realize this is a default and the system will check all locations involved.

Order Select the order to process. (If the order does not appear, go to Order Entry/ Inquiry/ Open Orders to see order status. Order may be on hold.)

Additional Selection Criteria

If you need to fulfill product by additional methods, you may click the Additional Selection Criteria button to select from additional options. Some are listed as follows. Click the OK button when finished to return to the selection form.

Customer	Specific customer whose project order you'll be processing.
Customer Loc	Customer location to which you'll ship.
Salesperson	Salesperson associated with this project order.
Priority	Leave the default as None because the field won't be used at this time.
Order Type	Select ‘O’ for Regular Order.
Lines	Leave blank for ALL lines. Specific lines may be selected.
Source	Leave blank.
Item Cat	Leave blank.
Item Type	Leave blank.
Item No	If a specific item from a project order is being shipped, select the item.
Ship State	Leave blank.
Carrier	Leave blank.
Ship Date	Leave the default, which is the current date.
Start Date	Always leave blank.
End Date	Leave the default, which is the current date.
Max # of Tickets	Leave the default. (The value represents the maximum number of picking tickets to generate, and is currently set at 10.)
Include	Select All.
Orders on Credit Hold	If an order is on Credit Hold, you must check this box to ship any items on this order
Include Staged Items	Check this box.
Auto Pick All Locs	Un-check this box, unless you would like the system to choose available items from ALL locations.

C. Click Process.

D. The system will indicate that the selected orders are about to be filled (Click OK) and that they were filled successfully. Click OK.

E. Create a new record and continue selecting orders to process.