Road Map: Sales Shipment Confirmation Inquiry

Use the Sales Shipment Confirmation Inquiry (OCQ) program to display a new, confirmed, or invoiced shipment.

Before you run this program each time

You should run this programs:

Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

You may also have run this program:

AR Invoice Register (RR) to select a batch of confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

You should run these programs:

System Options Maintenance (XM) (Order Processing Options) to set the option Create shipment when supply received? and Customer surcharges active? options.
System Options Maintenance (XM) (Enterprise Options) to set the Sales tax license desc 1 and Sales tax license desc 2 options and to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.
User Maintenance (UIM) to set up user records.
Customer Maintenance (CM) to set up a customer record.
(Optional) Customer Ship-to Maintenance (CSM) to enter customer ship-to addresses that are different from the customer's remit-to address.
Ship Via Codes Maintenance (TSV) to set up ship via codes.
FOB Codes Maintenance (TOB) to set up Freight-On-Board codes.
Freight Codes Maintenance (TFP) to set up freight payment method codes.
Department Codes Maintenance (TDP) to set up departments.
Customer Contact Maintenance (CLM) to enter contacts for customers.
Reason Codes Maintenance (TRCM) to set up reason codes that you can use for explaining a revised ship date.
Sales Rep Maintenance (SM) to set up sales rep records.

Sales Rep Assignment (SRAM) to assign sales reps to the commission hierarchy.

Terms Code Maintenance (TER) to set up codes for cash payment discounts, discount dates, and due dates.

OR

AR Terms Codes Maintenance (RTER) to set up codes for progress payments.

Tax Codes Maintenance (TCM) to set up tax codes.
Item Cost Maintenance (ICM) to set the Taxable? field for each item.
Price-Contract Maintenance (PCM) to set up prices, discounts, contracts, and surcharges.
Cash Receipts Entry (RCE) to enter a customer deposit that can be applied to a sales shipment.
Output Device Maintenance (XDM) to set up the output devices you plan to use.
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

You will most likely run these programs:

Sales Order Line Inquiry (OIQ) to display a summarized sales order.

Open Order Line Report (OLR) to print a list of sales order lines that have not been shipped.
Shipment by Order Inquiry (OSSQ) to display the status of a shipment.
Order Line Shipment Inquiry (OSLQ) to display the shipment for a line.
Open Shipment Line Detail Inquiry (OSDQ) to display sales order lines for which shipments have been created and may have been confirmed, but not invoiced.
Shipping Backlog by Item (SBI) to display a list of items that have not shipped.
On-Time Shipment Report (OAL) to print a list of on-time shipments.