Manually Shipping a Customer Order

To manually ship a customer order:

Open the Order Shipping form.

Caution: If the Credit Hold field is selected on either the Customer Orders form or the Customers form, the system does not let you ship the customer order. In a multi-site environment, the system checks the customer's credit limit to determine if it is exceeded.
Select the order you want to ship. You can either:
- Accept the defaults and ship the entire order as it appears on the form by clicking Select All; or
- Select the Select check box on a particular line in the order and ship only that line.
Note: The Ship Partial check box indicates whether this customer accepts partial shipments. This flag is informational only. It does not restrict shipment.
You can also change this information on the form:
- CR Return
- Location
- Lot
- Quantity
- U/M
After the information has been updated, you can then either ship the entire order or ship an individual line.

Note: The Ship Early check box indicates whether this customer accepts early shipments. This flag is informational only. It does not restrict shipment.

After you have successfully shipped the order or line, the Ship Status changes from Ordered to Filled.

Note:

This functionality is different from the Picking, Packing, and Shipping functionality, and it is recommended that you either choose to use the picking, packing, and shipping functionality or use the standard shipping functionality (Order Shipping form). They were not designed to be used together. Even though the two are separate, there is some interaction. If you ship a quantity through Order Shipping or return a quantity through Order Shipping, the Pick Workbench is aware. If there is quantity in use through the Picking, Packing, and Shipping process, the Order Shipping form is aware.
When there is not enough quantity in the primary location to fill a shipment, multiple shipping lines display for the same line when quantity exists in other locations or lots to fill the shipment.
If there is a negative on-hand quantity, you can still ship the order by selecting the On Hand Negative check box. This check box is enabled when the On Hand Neg Flag check box is selected on the Inventory Parameters form.
If the customer has a VAT number, the system verifies that the number is valid as of the transaction date; if not, a warning message displays, but shipment is allowed.
Shipping can be performed for only one warehouse at a time. If you select an order line that has been allocated to a different warehouse, the form will display an error message informing you that you cannot ship this item from the current warehouse.