Create and Confirm a Shipment (Secured)

Use the Secured Confirmation (SOC) program to create and confirm 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 order number that you want to confirm or click the Lookup icon and use the standard lookup options to select the order from a list. You can confirm shipments for your branch only.

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.
1. Click Shipping info to enter freight and a single tracking number for the shipment.

Click Frt detail if you are shipping multiple boxes. See Enter Box Information.

1. 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.
Misc chrgs	Optional 14 numeric in the format 999999999999.99	Enter handling, expediting, or other charges that apply to this shipment.
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.

1. Click Confirm or choose the appropriate options:

To	Do This
Change a field	Click Shipping info.
Confirm the shipment	Click Confirm.
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 after you click Exit:

To	Do This
Display additional fields	Click Other info.
Enter notes for this shipment	Click Notes. See Enter Notes.
Display lines and quantities	Click Lines. See Change the Quantity (Secured).
Enter freight, miscellaneous charges, and a tracking number	Click Totals. See Enter Shipping Charges.
Confirm this shipment	Click Confirm.
Enter a revised ship date and select a reason code	Click Revise ship and then Modify. This button displays only after the shipment has been invoiced.
Enable barcode scanning of the order type, order number, and shipment number	Click Prog opts. See Set Confirmation Options.
Display approval status	Click Approvals. See Display Sales Shipment Approval Status. This button displays only if approval is required.
Exit the program	Click OK.

Choose the appropriate options when you click OK:

To	Do This
Display the selected record	Click OK.
Display the previous record in the file	Click Prev.
Display the next record in the file	Click Next.
Exit the program	Click Exit.