Create and Confirm a Shipment

Use the Sales Shipment Confirmation (OC) program to create and confirm a shipment, change the quantity picked, and delete a shipment. See Background and Road Map for more information.

Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Order number

Required
12 alphanumeric

Enter the number of the order that you want to confirm, click the Lookup icon and use the standard lookup options to select the order from a list, or click the Lookup icon on the far right to select an existing shipment from a list.

Shipment number

Optional
3 alphanumeric

Enter NEW or leave blank if no shipments exist for this order. Enter the shipment number or leave blank to display the most recently created shipment.

If you enter NEW or leave blank, the program prompts Include all material not currently on a shipment and obligated through [date].

Accept the displayed date, select a different date, or enter a date shortcut. The displayed date is the day after the date in the User transaction date field in the Date-Output Device Maintenance (ZE) program for your current terminal session.
Select Ignore ship date for partial selection? if you plan to click Partial and want to select lines regardless of the Expected ship date.
Choose the appropriate option:

Click	To
OK	Create the shipment.
Partial	Select specific lines for this shipment; see Select Order Lines for a Shipment.
Cancel	End this action.

When you click OK, the program displays the message Shipment [number] has been created for [order number]. Click OK to acknowledge.

(Conditional) Click Totals to display Shipment Totals. If you selected the Show totals screen at entry? program option, Shipment Totals display automatically.
Click Frt detail if you are shipping multiple boxes. See Enter Box Information.

OR

Click Misc charges to enter or change miscellaneous charges. See Miscellaneous Charges.

Click Shipping info to enter freight and a single tracking number for the shipment.
Enter data in these fields:

Field Name	Type / Max Length	Action / Description
Freight	Optional 14 numeric in the format 999999999999.99	Enter the total freight charge for this shipment. Note To enter or change freight charges per box, click Frt detail. See Enter Box Information.
Ship via	Optional 3 alphanumeric	Accept the displayed carrier or select the carrier that you are actually using for this shipment.
Tracking no	Optional 30 alphanumeric	Enter the carrier's tracking number. Note To enter or change tracking numbers per box, click Frt detail. See Enter Box Information.

Click Confirm or choose the appropriate options:

To	Do This
Change a field	Click Shipping info.
Change whether freight and taxes apply to this shipment	Click Frt/Msc taxes. See Apply Taxes to Freight and Miscellaneous Charges. This button does not display in the Secured Confirmation (SOC) or Secured Transfer Confirmation (SITS) program.
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. If the shipment is pending approval, the message Shipment must be approved first; it will be confirmed on approval. Returning to this program after approval, the shipment will be confirmed. If partial shipments are not allowed for the order and any line is not shipped complete, the confirmation is not allowed. The quantity on the order must be changed or the quantity shipped changed or the partial shipment flag must be changed to allow confirmation.
Enter a payment	Click Payment. This button does not display in the Secured Confirmation (SOC) or Secured Transfer Confirmation (SITS) program.
Enter miscellaneous charges	Click Misc charges. See Miscellaneous Charges.
Enter freight and tracking numbers for multiple boxes so that you can print shipping labels for each box	Click Frt detail. See Enter Box Information.
Enter notes for these charges	Click Notes. See Enter Notes.
Close this window	Click Exit.

Choose the appropriate options:

Do This

Change a field

See Change Shipment Information.

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, change the quantity picked if this shipment is not confirmed, and change financial information

Click Lines. See Change the Quantity Picked.

Enter or change freight, miscellaneous charges, and tracking numbers

Click Totals. See Enter Shipping Charges.

Confirm this shipment

Click Confirm.

Reverse shipment confirmation

Note
If this shipment is on a confirmed bill of lading, you must first reverse the bill of lading.

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.

Apply a deposit to this shipment

Click Deposits. See Apply a Customer Deposit.

Review your options for this program

Click Prog opts. See Set Confirmation Options.

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 approval status

Click Approvals. See Display Sales Shipment Approval Status.

This button displays only if approval is required.

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.

Accept the data and exit this shipment

Click OK.