How to: Ship Outbound Transactions
The Order Shipping window displays released outbound transactions that have not yet been shipped. You can select a transaction, enter pertinent shipping information, then post the shipment from this window.
The Order Shipping window supports varying levels of warehouse complexity. If certain warehouse transactions must be completed before a document can be shipped, they are automatically generated through the shipping process. The program uses the warehouse requirements that have been defined for an outbound transaction's assigned location to determine the warehouse documents that are created from this window.
The Order Shipping window will not display open documents. A document must be released before it is displayed in this window.
To ship outbound transactions
- In the Search box, enter Order Shipping, and then choose the related link.
- Select the outbound transaction you want to ship.
If you are shipping outbound transactions in a 3 document location, you can select multiple lines.
- On the Navigate tab, in the Order group, choose Ship.
A window in which shipping information can be entered is displayed. The window that is displayed depends on how the outbound transaction's assigned location has been set up:
- For 1 document locations, the source document appears.
- For 2 document locations, the Inventory Pick window appears.
- For 3 document locations, the Warehouse Shipment window appears.
Alternatively, you can create a staged pick in a 3 document location. For more information on this, see the topic How to: Pick Items with a Warehouse Staged Pick.
- Fill in shipping information for the transaction lines.
If you are shipping items in a 1 document bin-controlled location, you will need to move items to the location's shipment bin before the order shipment can be posted.
If you are shipping items in a 3 document location, you will need to create and register a directed pick before the warehouse shipment can be posted.
- Post the shipping document.
The outbound transaction will be deleted from the Order Shipping window if the items on it are fully shipped.
Posting outbound transactions in the Order Shipping window only posts shipments. Orders must still be invoiced directly from the source documents.