Select Order Lines for a Shipment

When you click Partial in Sales Shipment Confirmation (OC), or Secured Confirmation (SOC), you can select specific lines to ship. For example, you can select lines 1 and 3 if you want to ship them together today. Then you can ship line 2 later.

Note
In the Sales Order Maintenance program, this feature is available only if you selected the Prompt for ship-thru date? Program option and Ship partial? is selected for the customer.

The program displays these fields:

Field Name	Displays
Ln	The line number for this item
Sel	Selected: This line is selected to be included in this shipment Blank: It is not selected
Order no	The number of this sales order
Date wntd	The date wanted for this sales order line
Exp ship	The expected ship date for this sales order line
Via	The code for the shipping carrier for this shipment
Item number	The number of the item ordered on this line
Qty obligated	The quantity that has been obligated for this order
Selected	The quantity to be shipped; zero if this line is not selected
On hand/Available	The quantity of the item that is on hand if you entered O for the View O=On hand or A=Available Program option The quantity that is available if you entered A for the View O=On hand or A=Available Program option See step 4.
Description	The description of the item
Customer item	The customer's number for this item

Click Sel to the left of the line you want to include in this shipment.

Click All to select all lines. Then click Sel to remove specific lines from selection for this shipment.

Click a line (not Sel), click Modify, and enter the quantity to ship if you want to ship less than the full quantity for this line.

(Optional) Click a line (not Sel) to highlight it and choose the appropriate options:

To	Do This
Display order details	Click Order. See Display a Summarized Sales Order. Click Exit to return to this program.
Display the item status	Click Item. Press F1 to display the help for the Inventory Status Inquiry (ISQ) program. Click Exit to return to this program.
Display the customer's record	Click Cust Inquiry. See Display a Customer Record. Click OK to return to this program.
Change the quantity for the selected line that you want to include in this shipment	Click Modify. The program prompts Enter quantity to be shipped. Enter a correct quantity (11 numeric) for this shipment.
Return to the main screen	Click Return.

(Optional) Click Prog opts to review your options. To change them:

1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.
2. Click the Sort tab to set sort order.
3. Click the Selection tab to select specific records.
4. Click the Program tab to set this program specific option:

Field Name

Type / Max Length

Action / Description

View O=On hand or A=Available

Optional

Enter

To display in the Available column

The quantity of the item in on hand inventory

The quantity of the item that is available.

The Calc available using committed/ obligated option in the System Options Maintenance (XM) program (Inventory Control Options) determines the calculation of available.

If selected O for obligated, Available =On hand - Obligated

If selected C for Committed, Available =On hand - Committed

Click Save to save these options for future use.
Click OK to apply these options or click Cancel to exit without applying them.

Choose the appropriate options:

To	Do This
Review your options for this program	Click Prog opts. See Set Options for Reports and Inquiries.
Cycle through Item number, Description, and Customer item	Click Item no/Desc.
Switch between Wanted and Exp ship	Click Date.
Display all lines or only selected lines	Click Selected/All.
Select all lines	Click All. Then click Sel to remove lines from your selection.
Exit the program	Click Exit. The program displays the message Shipment [number] has been created for [sales order number]. Click OK. See Enter the Sales Order Header or Create and Confirm a Shipment.