Change Shipment Information

When you display the shipment header in the Sales Shipment Confirmation (OC) program, you can change most fields. Few fields can be changed once a shipment is confirmed. Once invoiced, only notes can be maintained.

Review the following fields and enter correct information if necessary:

Field Name	Type / Max Length	Action / Description
Ship via	Optional 3 alphanumeric	Accept the displayed code for the carrier for this shipment or select a different ship via.
FOB	Optional 3 alphanumeric	Accept the displayed code that identifies when the transfer of ownership of this order occurs or select a different code.
Freight terms	Optional 3 alphanumeric	Accept the displayed code for the customer's standard method of payment for freight or select a different code.
Incoterms code	Optional	Accept the displayed Incoterms code or select a different one. If populated, Incoterms (rather than FOB) is printed on order documents.
Dept number	Optional 5 alphanumeric	Accept the displayed department number or select a different department within your organization that gets credit for this sale.
Contact	Optional 35 alphanumeric	Select the customer contact to be printed on shipping documents.
Special instr	Optional 42 alphanumeric	Select a standard special instruction or enter special instructions to be printed on shipping documents.
Date ordered	Required 10 date	Accept the Date ordered from the sales order header, select a different date, or enter a date shortcut.
Date wanted	Optional 10 date	Accept the Date wanted from the sales order header, select a different date that the customer wants the order to be shipped, or enter a date shortcut.
Date shipped	Optional 10 date	Accept the displayed date, select a different date that the order will ship, or enter a date shortcut. This field is not available after you confirm shipment.
Date invoiced	Display only	The date the order was invoiced.
Rev ship date	Conditional/Optional 10 date	After this shipment is invoiced, click Revise ship. Accept the login date and select a reason code that explains why the ship date changed.
Revised reason	Conditional/Optional 5 alphanumeric	After this shipment is invoiced, click Revise ship and select a reason code that explains why the ship date changed.
Order priority	Display only	The code that management uses to identify critical orders
Cust PO number	Display only	The customer's purchase order number
EDI import no	Display only	If this order originated as a sales quotation, imported order, customer project or repetitive billing order, the number the system assigned to that original order
Ship branch	Display only	The branch that is shipping the order
Customer number	Display only	The customer number for this shipment
Ship-to	Display only	The ship-to number if the ship-to address is different from the customer's billing address
Dest customer	Display only	If you are shipping to the customer, the customer's number; if this customer is a dealer and you are shipping directly to the dealer's customer, the number of the end user
Picked by	Display only	The person who picked the items for this shipment
Ship via acct	Optional 20 alphanumeric	The shipper's account number (defaults from Customer Ship-to Maintenance but may be changed here depending on the shipment status)
Shipment gross	Display only	Gross value of this shipment
Freight	Display only	Freight amount for the shipment
Deposit	Display only	Deposits applied to the shipment
Item weight	Display only	Total weight of items on the shipment
Est shpmt wgt	Display only	Estimated shipping weight. See Shipping Weight Calculation.

(Optional) Click Other info to display additional fields and enter or change data in these fields:

Field Name	Type / Max Length	Action / Description
Sales rep 1 - 4	Required 10 alphanumeric	Accept the assigned sales representatives, select different sales rep codes, or click the Lookup icon and use the standard lookup options to select the rep from a list.
Split 1 - 4	Required 4 numeric	Accept the portion of a sales order or line total upon which each sales rep's commission is to be calculated or enter a different portion.
Resale lic 1 - 2	Optional 25 alphanumeric	Accept or enter the customer's resale license. Note These fields may have a different label based on the Sales tax license desc 1 and Sales tax license desc 2 options in the System Options Maintenance (XM) program (Enterprise Options).
Order rev no	Display only	A number that identifies the revision for this order
Sales org code	Optional 2-character code	Accept the displayed organization that takes revenue for this sale. This can be changed if the order is not confirmed.
Sales branch	Display only	The branch that made this sale
AR terms	Required 3 alphanumeric	Accept the displayed payment terms code for this customer or select a different code. The default code comes from the customer's record in the Customer Master Maintenance (CM) program.
Tax	Optional 10 alphanumeric	Accept the displayed tax jurisdiction code and sales tax rate for this order, click the Lookup icon and use the standard lookup options to select the code from a list, or clear the field if the shipment is non-taxable. The default tax comes from the customer's record in the Customer Maintenance (CM) or Customer Ship-to Maintenance (CSM) program.
Gross disc %	Optional 5 numeric in the format 999.99	Accept the displayed default discount or enter a different discount percent. For example, if discount to be applied to the gross amount of the order is 2.5%, enter 2.50. The defaults for these discount fields come from the customer's record in the Customer Maintenance (CM) program.
Accrued disc %	Optional 5 numeric in the format 999.99	Accept the displayed default discount that will be applied after the gross discount has been applied or enter a different percent.
Misc disc %	Optional 5 numeric in the format 999.99	Accept the displayed default discount that will be applied after the gross and accrued discounts have been applied or enter a different percent.

Click Apply to accept the data.
Click Lines to display the items shipped.
Select the item and click Select.
Enter the quantity to be shipped in the Qty in picking field.
Click Other info to display additional fields and correct data if allowed:

Note
You may be able to change these fields for a confirmed shipment if you selected the Allow maintenance of confirmed shipment? option in the System Options Maintenance (XM) program (Order Processing Options) for your branch. If you did not select this option, you must click Reverse.

Field Name	Type / Max Length	Action / Description
Sales UOM	Display only	The sales unit of measure
Description	Required 30 alphanumeric	Accept the displayed item description or enter a different description.
Selling price	Optional 14 numeric in the format 999999999.99999	Accept the displayed price per unit or enter a different price.
Discount %	Optional 4 numeric in the format 99.99	Accept the displayed discount percent for this item on this line or enter a different line discount percent. For example, if discount to be applied to this line is 2.5%, enter 2.50.
Export declaration	Display only	Accept the displayed export declaration code or select a different code (set up in the Export Declaration Codes (TED) program).
Shipping category	Display only	Accept the displayed shipping category or select a different shipping category (set up in the Shipping Category Maintenance (TBLC) program).
Invty acct code	Optional	Accept the displayed inventory account code or select a different code (set up in the Inventory Account Codes Maintenance (TAC) program).
Product class	Optional	Accept the displayed product class, enter a different one or select one from the lookup. Product classes are set up in Product Class Codes Maintenance and assigned to items in Enterprise Item Maintenance (IM)
Open surcharge	Display only	Total surcharges for quantity that has not shipped: Total surcharges x Quantity This field displays only if surcharges apply to this item.
Line value	Display only	Total amount the customer is charged for this line: (Selling price x Qty shipped) + (Surcharge x Qty shipped) - Line discount

Choose the appropriate options:

To	Do This
Exit without changing the quantity picked	Click Cancel.
View the quantity screen or price screen	Click Other info to move from one screen to the other. This button displays only in the Sales Shipment Confirmation (OC) program.
Change the line number	Click Change no. This button may be available when you are adding lines to a shipment.
Display change history for this item on the shipment	Click Audit. This button is available only if audit trail tracking is on for the shipment and changes have been made for the current line.
Enter or change notes for this line	Click Notes. See Enter Notes or Change Notes.
Display serial or lot control numbers, warehouse, and bin locations	Click Ctrl info. See Display Shipment Line Detail. Click OK to return to this program.
Obligate the items on this line or remove them from obligation	Click Obligated. See Obligate Items.
Change the quantity of a component for a configured product	Click Component. See Change the Quantity of a Component. This button displays only if this item is a configured component.
Change the taxes that apply to this shipment line	Click Tax flags. This button displays only in the Sales Shipment Confirmation (OC) program.
Display or charge surcharges for this item	Click Surcharges. The program prompts Correct? Click Yes to confirm or click No to change. See Enter or Change Surcharges for a Line Item. This button displays in the Sales Shipment Confirmation (OC) only if the Customer surcharges active? option in the System Options Maintenance (XM) program (Order Processing Options) is selected.
Accept the changed data	Click OK.
Exit the program	Click Exit.

Click Confirm or choose the appropriate options when you click OK:

Do This

Change a field

Move the cursor to the field, make changes and click Apply.

Delete this shipment

Click Delete. See Delete a Shipment.

Exit without changing data

Click Cancel.

Note
If you confirmed this shipment and then clicked Cancel, the shipment is confirmed. If you do not want this shipment to be confirmed, click Reverse.

Display additional fields

Click Other info.

Enter or change notes for this shipment

Click Notes. See Enter Notes or Change Notes.

Change the ship-to or freight billing address

Click Address and then:

Click	To
Ship-to	Change the ship-to address
Freight	Enter a third-party billing address for freight
Back	Exit without changing

See Enter or Change an Address.

Display lines and change the quantity picked

Click Lines. See Change the Quantity Picked.

Enter or change freight, miscellaneous charges, and a tracking number

Click Totals. See Enter Shipping Charges.

Confirm this shipment

Click Confirm.

If the program displays the message Bill of lading is required for this shipment, you must use the Bill of Lading Maintenance (BLM) program to assign a BOL to this shipment; it can then be confirmed in either OC or BLM.

Reverse shipment confirmation

Click Reverse.

Place this shipment on hold or release it from hold

Click Hold order. See Place a Shipment On Hold or Release a Shipment from Hold.

Enter a revised ship date and select a reason code

Click Revise ship.

This button displays after the shipment has been invoiced.

Apply a deposit to this shipment

Click Deposits. See Apply a Customer Deposit.

Change the manifest status

Click Manifest sts.

This button is active if Manifest required? is selected for the carrier (set in Ship Via Codes Maintenance). The current manifest status (Required or Updated) is displayed above the Ship via field.

Display changes made to this shipment

Click Audit. See Display an Audit Trail. Click Exit after you view the audit trail to return to this program.

Note
Audit trail logging must be activated.

Change the manifest status

Click Approvals.

This button is if order, shipment or invoice approvals are appropriate to this order.

Review your options for this program

Click Prog opts. See Set Confirmation Options.

Accept the data and exit this shipment

Click OK.

Exit the program and return to the menu.

Click Exit.