Table of Contents

Shipment Document

A Shipment Document is used to process the outbound movement of goods. Once goods are shipped, they are no longer in stock.

Process

Start by filling in the required general information in the document header.

Document lines

In this section, you specify the relevant storage details for each line. If only the customer item and the required quantity are necessary, you can enter that information directly. However, in some cases, you may need to provide additional details such as specific batches or use Selection Criteria to further define your shipment lines.

Document Detail Lines

Based on the information provided in the document lines, you can select the handling units for shipment and create the corresponding detail lines. To streamline the process, you can use systems Allocation functionality, which calculates which carriers are needed. You can then follow the process to prepare these carriers for shipment. Once you post the document detail lines, the system records a negative stock adjustment, indicating that the goods are no longer in stock.

The field 'Creation Method' specify how the detailline is created. The field is readonly and automatically filled by the system. It can be used for example when a Shipment is already being processed and pallets/detail lines are added manually afterwards. Then you only want to create warehouse activities for the manually created detail lines (Creation Method = Manual) and not for the detail lines that have already been treated (e.g. Creation Method = Warehouse Activity). Possible values are: EDI, Excel Import, Manual, Warehouse Activity, Pick, Scanning

Create a Shipment document

  1. Navigate to the Shipment list page.
  2. Click New to create a new Shipment document.
  3. Fill in the Sell-to Customer No..
  4. Complete the remaining information in the document header, such as the External Document No, which represents the customers reference for this shipment document.

After completing the steps above, proceed to fill in the document lines.

  1. To create a document line, enter the No. field, which represents the customer item number you are shipping. Additionally, you can select a specific batch by clicking the three dots in the Batch No. field. Selecting a batch number and entering the quantity will reserve that specific stock for shipment.
  2. Enter the Quantity, and if needed, complete any additional fields that should be considered as filters for selecting the storage to ship from.
  3. After completing the steps above, the document lines are finalized. The next step is to select handling units for creating the detail lines. This can be done manually or automatically by the system based on the configured allocation.
Note

Handling units whose status is blocked for inventory or for shipment are not offered, neither by the allocation nor by the Select Carriers action, when the Warehouse Setup field Apply Handling Unit Status Filter is set to Yes (the default).

Tip

Use the status function 11154680 - 100 to perform the allocation during the status change after preparing the shipment document. Additionally, use the status function 11154680 - 59 if you want to create warehouse activities for pre-selected carriers to proceed them further.

  1. Once the detail lines are created, the carriers are reserved for shipment. After posting these detail lines, the system processes a negative stock adjustment, indicating that the goods are now out of stock.
Note

When posting the detail lines, this is considered the point at which you load the truck. The shipment detail lines will be posted at the moment the goods are physically removed from your warehouse.

  1. In the last phase you add the services and packages related to this shipment to the document lines.
Tip

Use status function 11154680 - 9 to automatically add package lines based on the shipped package types, and use status function 11154849 - 8 to automatically add related services based on the WMS contract.

Group shipments on a trip

Shipments that leave the warehouse together can be grouped on a WMS Trip. On the Shipment List page, select the shipments and choose Functions > Trip Functions > Create Trip from Selection to create a new trip for them, or Add Selection to Trip to add them to an existing trip. Shipments that are already on another trip are moved after you confirm this.

Sort and filter shipments by region

Each shipment has a Region Code field. The field refers to a region from the Region List page (see Region). Use it to sort or filter shipments by delivery area, for example by post code range.

The Region Code is filled as follows:

  • When you select or change the Ship-to Code on a shipment, the Region Code is copied from the Region Code of that ship-to address.
  • When the ship-to address has no region, or when you clear the Ship-to Code, the Region Code is cleared.
  • You can also enter or change the Region Code manually. Only existing regions can be selected.
  • When the shipment is posted, the Region Code is copied to the posted shipment.

To sort or filter shipments by region:

  1. On the Address Card of each ship-to address, fill in the Region Code field. The field is hidden by default; add it with Personalize.
  2. On the Shipment List page, add the Region Code column with Personalize. The column is hidden by default.
  3. Sort or filter the list on the Region Code column.

The Region Code field is also available, hidden by default, on the Shipment card, the Posted Shipment card and the Posted Shipments list.

Note

Existing shipments are not updated. The Region Code is only filled when the Ship-to Code is validated. Shipments created before this change, or created by an import that sets the ship-to address without validating it, keep an empty Region Code until the Ship-to Code is selected again.

Edit this page