Process shipments (SO503000)
In this window, you can select the type of processing, specify criteria for filtering the shipments, and process all of the filtered shipments or only selected ones.
This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.
The window toolbar
| Button | Description |
|---|---|
| Process | Applies the chosen processing to the selected documents. |
| Process all | Applies the chosen processing to all documents. |
The top part
Here, you can define criteria for the documents to be displayed in the table.
| Element | Description |
|---|---|
| Action | The processing option to be used when you click Process or Process all. Select one of the following processing options:
|
| Start date | The start date of the date range for the shipment dates. You can leave the field blank to view all shipments up to the End date. |
| End date | The end date of the date range for the shipment dates. |
| Invoice date | The date of the applicable invoice. |
| Show printed | (This element only appears if one of the following actions is selected in the Action field: Print labels or Print pick list.)
|
| Customer | The customer whose shipments will be displayed. Leave the field blank to view shipments for all customers. |
| Carrier | This field is not in use. |
| Ship via | The ship via code associated with the carrier which will perform or has performed shipping. You can leave the box blank to view shipments with all ship via codes of the carrier. |
| Warehouse | (This field only appears if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.) The warehouse from which the goods are shipped. You can leave the field blank to view shipments associated with all warehouses. |
| Packaging type | The packaging type: Auto and manual, Auto, or Manual. In case an order has been packed manually, no re-packaging can be performed. |
The Shipments table
This displays the shipments that match the criteria you specified in the top part. You can review the list and process all the shipments or only selected ones.
| Button | Description |
|---|---|
| View document | Navigates to the Shipments (SO302000) window, so that you can view all the details of the selected document. |
If you select in the Action field an option other than Prepare drop-ship invoice, the system displays in the table the list of shipments available for processing.
| Column | Description |
|---|---|
| Shipment no. | The reference number of the shipment document. |
| Status | The status of the document, which is assigned automatically. |
| Shipment date | The date when the goods were shipped. |
| Customer no. | The customer number of the customer who ordered the goods or services. |
| Customer name | The name of the customer that ordered the goods or services. |
| Location | (This column only appears if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) The customer location from which the goods or services are ordered. |
| Location name | The name of the location from which the goods or services are ordered. |
| Customer order | The reference number of the order. |
| Warehouse ID | The warehouse from which the shipment was performed. |
| Warehouse description | The name of the warehouse. |
| Work group | The work group that prepared the shipment and shipped the goods. |
| Owner | The user responsible for the shipment. |
| Shipped quantity | The quantity of the shipped items. |
| Ship via | The carrier used for this shipment. |
| Ship via description | The description provided for the carrier. |
| Shipped weight | The total weight of goods in the shipment. |
| Shipped volume | The total volume of goods in the shipment. |
| Labels printed | This check box (if selected) indicates that labels have been printed for this shipment. |
The Receipts table
If you select the Prepare drop-ship invoice option in the Action field, the system displays in the table the list of receipts available for processing.
| Column | Description |
|---|---|
| Receipt no. | The reference number of the receipt document. |
| Status | The status of the document, which is assigned automatically. |
| Date | The date of the document. |
| Customer no. | The customer number of the customer who ordered the goods or services. |
| Customer name | The name of the customer that ordered the goods or services. |
| Location | (This column only appears if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) The customer location from which the goods or services are ordered. |
| Location name | The name of the location from which the goods or services are ordered. |
| Customer order | The reference number of the order. |
| Warehouse ID | The warehouse from which the shipment was performed. |
| Warehouse description | The name of the warehouse. |
| Work group | The work group that prepared the shipment and shipped the goods. |
| Owner | The user responsible for the shipment. |
| Shipped quantity | The quantity of the shipped items. |
| Ship via | The carrier used for this shipment. |
| Ship via description | The description provided for the carrier. |
| Shipped weight | The total weight of goods in the shipment. |
| Shipped volume | The total volume of goods in the shipment. |
| Labels printed | A check box that, if selected indicates that labels have been printed for this shipment. |