Shipping System Checks

After the sales order number is entered or scanned in Shipping Data Entry, the following system checks are performed:

The sales order type is checked. Only standard or back order sales orders can be shipped.

The sales order status is checked. If the order is on hold, it cannot be shipped. This includes the customer on credit hold or the customer that has exceeded their credit limit.

If the sales order is being paid by credit card and the card has not been pre-authorized during Sales Order Entry or the pre-authorization has expired, the order cannot be shipped.

If the order has an invalid tax schedule, an invalid salesperson or an invalid ship via, the order cannot be shipped.

If the order has already been entered in Invoice Data Entry, it cannot be accessed in Shipping Data Entry.

If the order is being shipped by another user, it cannot be accessed.

In addition, after the sales order is entered or scanned from the picking sheet the following processing occurs:

An invoice number (shipping number) is automatically assigned to the order.

The shipping status is set to New.

The customer number and name, and sales order-created-by information defaults from the sales order.

All the line items from the order appear on the Shipping Data Entry Lines tab. "SHIP" displays for each line indicating that the line is to be shipped. "DIST" appears for lot/serial items that have not yet been distributed.

The item code, warehouse, unit of measure, and ordered quantity default from the sales order. The shipped quantity and backordered quantity for all line items are initially set to 0.

The Shipped field increments by 1 when the item is scanned or when you enter an item, if the Automatically Increment Quantity check box is selected in the Shipping Setup Options window.

For more information, see Process Shipments.