Use the Ship Dates feature anytime your customer needs the products on their order to be delivered on different, pre-specified dates. For example, if your customer wants to place a standing order to have an item delivered on the first of every month for the next six months, you can set up the standing order by creating six different ship dates, over the next six months, for each delivery. Or, perhaps your customer wants to pick up some items now and arrange for the delivery of other items later. Each ship date you create becomes its own order generation.
Once you create an order with different ship dates, you can also view the details of each ship date by toggling between them on the order's Body tab. To see shipment details, make sure you are using a view that includes the shipment-specific details you want to see, such as quantity shipped.
To create a new ship date for an order:
Create or open a sales order and display the order's Body tab. Creating a new order automatically creates the first ship date, based on the ship date you select in the Initial Order Entry window.
Enter the products that are needed on the first ship date.
From the Edit menu, select Ship Dates to display the Ship Date Selection window.
Select New and press Enter to display the New Shipment Creation window.
Complete the following fields, as needed:
|
Field |
Description |
|
New Required Date |
The date by which the customer must receive the order. |
|
New Ship Date |
The date the product is scheduled for transport to the customer. |
|
New Ship Branch |
The branch from which the order will ship to the customer. If the selected branch has insufficient inventory to complete the order, you can ship inventory from one or more of your other branches. |
|
New Ship Status |
The current status of the selected order generation. The system populates this field, but you can change it, if needed. |
Click OK to return to the Sales Order Entry Body tab.
The Price Branch, Ship Branch, Required Date, and Ship Date fields at the bottom of the tab display the new generation information.
Enter the products to be shipped on the new ship date.
Note: To view or change details for a different ship date, see Toggling Between Different Ship Dates below.
Continue processing the order as usual.
Note: When you exit the Body tab on an order with multiple ship date generations, the system asks whether you want to ship everything on the last date. When you exit the Status tab of an order with changed required dates, the system asks if you want to stop and edit the dates.
To toggle between different ship dates:
Create or open a sales order and display the order's Body tab.
From the Edit menu, select Ship Dates to display the Ship Date Selection window.
Review the following fields for each ship date, as needed:
Field | Description |
Prc | A number that identifies the pricing branch, usually the branch from which the sales order is entered. |
Ship | A number that identifies the branch from which the products will ship. |
Required Date | The date by which the customer must receive the items. |
Ship Date | The date the product is scheduled for transport to the customer. |
Invn | The current status of the stated order generation. If the generation has not been invoiced, "Open" displays. |
Status | The order status for the stated order generation. |
Move the cursor to the ship date you want to review or edit and press Enter. The Body tab now displays details for the ship date you selected.
See Also: