Select Orders or Lines for Shipment

Use the Order Shipment Selection (OSS) program to obligate and create shipments for selected sales orders or order lines. See Background and Road Map for more information.

(Optional) Click Sum/Dtl to switch between a detail (line) and summary (order) display. A program option controls which you see when you first run the program.

Detail shows:

Field Name	Displays
Sel	Selected: This line is obligated or all lines for an order are obligated if partial shipment is not allowed. Blank: It is not selected
Pri	The priority code for this line If the Line priority field is blank, the Order priority field on the sales order header displays. If both are blank, 99 displays.
Order no	The sales order number
Ln	The line number on the order
Customer	The customer number
Date wanted	The date wanted on the sales order line
Exp ship	The expected ship date for the sales order line
Aprv	A check mark indicates the line is approved for shipment
Via	The ship via code that indicates the carrier for this shipment
Item number	The number of the item ordered on this line The item number is preceded with * (an asterisk) if the order line is for a non-stock item. The obligation for non-stock items cannot be changed in OSS.
Qty open	The quantity that has not shipped
Qty obligated	The quantity that is obligated
Avail to pick	The quantity available: The quantity in inventory not obligated for sales orders: On hand - Obligated for other orders For a configured product, the quantity is 0 if any component is not available. If all are available, Avl to pick is the order quantity. Note If a supply order is associated with the sales order line, the available to pick quantity is the quantity obligated to the sales order after the item is received to stock.
Supply	The supply order that fulfills the obligation
Supply avail	The quantity available on the supply order
Description	The description of the item
Customer name	The customer's name

Summary shows:

Field Name	Displays
Sel	Selected: This line is obligated or all lines for an order are obligated if partial shipment is not allowed. Blank: It is not selected
Brch	The shipping branch for this order
Order no	The sales order number
Cust no	The customer's number
Customer name	The customer's name
Ord prty	The priority code from this order header; 99 displays if the Order priority field on the sales order header is blank
Wanted	The wanted date on the sales order header
Aprv	A check mark indicates the line is approved for shipment
Ship partial?	A check mark indicates this customer accepts partial shipments; if blank, this customer requires that all lines of the order be shipped together
Short?	A check mark indicates that one or more lines of this order cannot be fully picked due to a shortage

Select the orders or lines to obligate:
- In summary mode, highlight an order and click Select or double click the order to select all of its lines. A check mark is displayed in the Sel column. Double click the order again to unselect it.
- In detail mode, highlight an order line and click Select or double click the line that you want to ship. A check mark is displayed in the Sel column. Double click the line again to unselect it.
  
  Note
  If a customer does not accept multiple shipments, the program selects all order lines when you click Sel, and the program does not allow you to modify the quantity.
  
  The program displays the message Insufficient stock at this location if the quantity ordered is not in the warehouse and bin designated in the Primary whse and Primary bin loc fields in the Branch Item Maintenance (IMB) program and A is selected for this customer in the Use primary loc field in the Customer Maintenance (CM) program.

Choose the appropriate options:

To	Do This
Review your options for this program	Click Prog opts. See Set Order Shipment Selection Options.
Select an order or line for obligation	Highlight a line and click Select or double click the line. A check mark displays in the Sel column. Double click the line again clear the check mark. See step 2 for additional information.
Go to a related program	Highlight a line and click Jump. See Jump.
Switch between summary (order) and detail (line) display	Click Sum/Dtl. To set which displays on when you first run the program, see Set Order Shipment Selection Options.
Display sales order information	Highlight a line and click Order. See Display a Summarized Sales Order. Click OK to return to this program.
Display details about the ordered item	Highlight a line and click Item. See Display Inventory Status. Click OK to return to this program. This button displays only in detail mode.
Display the customer's record	Highlight a line and click Cust Inquiry. See Display a Customer Record. Click OK to return to this program.
Display information about the supply order and drill to it	Highlight a line and click Supply. See Display Supply. Click OK to return to this program. This button is available only in detail mode.
Create shipments for selected orders or lines without exiting the program	Click Process orders. The program removes the orders you processed from the display.
Enter a quantity less that the quantity ordered for this shipment	Highlight a line and click Modify. Enter the quantity for this shipment. To reverse obligation done by the Sales Order Maintenance (OE) program, enter zero. Click OK to accept the change or Cancel to reject it. This button is available only in detail mode.
Change the order line priority	Highlight a line and click Priority. Enter a new priority. Click OK to accept the change or Cancel to reject it. This button is available only in detail mode.
Select all lines for this order	Click All lines. Note A line must be highlighted for this button active. This button is available only in detail mode.
Refresh the display to reflect current information	Click Refresh.
Exit the program	Click Exit. If you selected orders but did not click Process orders, the program prompts Create shipments/print these orders? Click Yes to create shipments or click No to exit the program without processing the selected orders.