Shipping Orders are normally created automatically as a result of
the Allocation process, which is usually run automatically or in Fulfillment
Center. However, there are some situations where you might need to create a
Shipping Order manually in the Administration module. One example is when an
assigned Shipping Order can't be fulfilled and needs to be voided and
recreated for a different site. This can be done in the following
places:
Creating Shipping Orders in the Order
Manager
You can manually create one or more Shipping Orders for a
Sales Order that has not yet been Allocated by following these steps.
- In the Main accordion menu, open the Orders Manager.
- Use the search form at the top of the page to find the Order you want to
allocate.
- Click the Order ID to open the Order details dialog.
- Click Fulfill at the top of the dialog. This opens a list of Items
in the Order. Select a quantity and an allocation Site from the drop-down
lists for each Item. Check the Show all Sites box to include all Sites
in the drop-down lists.
- If the Customer has multiple Sales Orders that are ready for Allocation,
allocate them at one time by checking the Include all the approved orders
for this customer box. This adds all of the Customer’s Approved Sales
Orders that are waiting allocation to the list. Click Pick Individual Line
Items for an Order to expand the list of line Items for that Order so they
can be allocated. Click Hide Individual Line Items to collapse the list
of line Items for an Order.
- Click Create Shipping Order. If you allocated Items from more than
one Site, then multiple Shipping Orders are created. If you allocated Items
from more than one Order that are eligible to be combined into a single
Shipping Order, and Shipping Order combining is enabled, then they are
combined.
- The new Shipping Order(s) appears below the list of Items. If Shipping
Order Approvals are not enabled, create a shipment by selecting an Order and
clicking Create Shipment. If Shipping Order Approvals are enabled, then
the Order(s) must be Approved before any shipments can be created.
Creating Shipping Orders in the Shipping
Manager
You can manually create one or more Shipping Orders for a
Sales Order that has not yet been Allocated by following these steps.
- In the Fulfillment accordion menu, open the Shipping
Manager.
- Click New Shipping Order.
- A list of Sales Orders that are in the Waiting Allocation state
appears. Use the search form at the top of the page to narrow the list.
- Select an Order by clicking its Order number in the list. This opens the
Order details dialog for that Order.
- Adjust any details of the Order as needed.
- Click Fulfill at the top of the dialog. This opens a list of Items
in the Order. Select a quantity and an allocation Site from the drop-down
lists for each Item. Check the Show all Sites box to include all Sites
in the drop-down lists.
- If the Customer has multiple Sales Orders that are ready for Allocation,
allocate them at one time by checking the Include all the approved orders
for this customer box. This adds all of the Customer’s Approved Sales
Orders that are waiting allocation to the list. Click Pick Individual Line
Items for an Order to expand the list of line Items for that Order so they
can be allocated. Click Hide Individual Line Items to collapse the list
of line Items for an Order.
- Click Create Shipping Order. If you allocated Items from more than
one Site, then multiple Shipping are created. If you allocated Items from more
than one Order that are eligible to be combined into a single Shipping Order,
and Shipping Order combining is enabled, then they are combined.
- The new Shipping Order(s) appears below the list of Items. If Shipping
Order Approvals are not enabled, create a shipment by selecting an Order and
clicking Create Shipment. If Shipping Order Approvals are enabled, then
the Order(s) must be Approved before any shipments can be created.