3.4.1.�Issue Stock to Shipping

3.4.1.1. Issue Line to Shipping

Once Sales Order (or Transfer Order) Line Items are ready to be shipped, they must be issued to Shipping. Shipping is a two-step process. Quantity is first issued to Shipping, and then it is shipped.

Note

For Job Items linked to Sales Order Items, the act of issuing to Shipping serves a dual purpose. On the one hand, quantity is issued to Shipping. But at the same time, production for the linked Job Item Work Order is also posted. Issuing to Shipping is the only way to post production for a Job Item Work Order.

To issue Stock to Shipping, select the "Issue Stock to Shipping" option. The following screen will appear:

Issue Stock to Shipping

Note

Before a Sales Order can be shipped successfully, Sales Account and A/R Account Assignments for the specified Customer must be in place.

When issuing Stock to Shipping, you are presented with the following options:

Sales Order #: Enter the Sales Order Number of the Sales Order whose Stock you want to issue to Shipping.
Transfer Order #: Enter the Transfer Order Number of the Transfer Order whose Stock you want to issue to Shipping.
From: Displays the Source Warehouse if a Transfer Order is selected.
To: Displays the Destination Warehouse if a Transfer Order is selected.
Require sufficient Inventory: Select to ensure you have enough Quantity on Hand of a Line Item prior to issuing Stock to Shipping. If selected, this option will prevent you from issuing Line Item quantity to Shipping if doing so would force Quantity on Hand for the Item Site to fall below zero. Not selecting this option means issuing Stock to Shipping may drive Item Site Quantity on Hand negative.

Note

If your site is configured to enable Sales Order Reservations, which, by definition, require sufficient Inventory before Items may be shipped, then the "Require sufficient Inventory" option will be hidden.
Line Items: Display lists Sales Order Line Items available for Shipping. If the Scheduled Date for an unshipped Line Item is in the future, the line will display in green text. If the Scheduled Date for an unshipped Line Item is not in the future, the line will display in red text. Once shipped, all Line Items revert to black text.
Issue Items Using Bar Code: This is an optional field which allows you to issue stock to Shipping using a Bar Code scanner. Enter a UPC Code for a Sales Order Line Item using a Bar Code scanner—or manually enter the UPC Code. The UPC Code for an Item is stored on the Item master. Once the code is entered, specify a quantity and then select the FIND button to issue the Line Item quantity to shipping. You may also hit the ENTER key on your keyboard to select the FIND button. This field also supports the scanning of Work Order bar codes, if the Work Order is linked to a Sales Order. The Sales Order Number must already be entered for the Work Order scan to be successful. If the scan is not successful, then you know the Work Order does not belong to the Sales Order.

Tip

Most scanners allow you to change a setting that automatically sends the ENTER command after a scan. This allows keyboard-free entry.

Qty.: Specify the quantity of Line Items to be issued using a UPC Code. To issue the Line Item quantity to shipping, select the FIND button—or hit the ENTER key on your keyboard to select the FIND button.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen without issuing stock to Shipping, returning you to the application desktop.

Note

If an Order is marked "Ship Complete," you will be prevented from shipping the Order until all Line Item quantities are issued to Shipping.

SHIP ORDER: Select to Ship the specified Sales Order, as described in Section�3.4.3, “ Ship Order”.
ISSUE STOCK: Highlight a Line Item, then select this button to issue stock to Shipping. You may also double-click on a Line Item to reach the Issue Stock screen.

Note

If an Item issued to Shipping is a Multiple Location Control (MLC) Item, you will be prompted to specify the Location you want to issue stock from.

ISSUE LINE BAL.: Highlight a Line Item, then select this button to issue the balance of the Line to shipping.
RETURN STOCK: Highlight a Line Item, then select this button to remove the Line from Shipping, returning the stock to Inventory.

Tip

If your site integrates UPS WorldShip with the system, you should process Orders in WorldShip after they have been issued to Shipping—but before they have been shipped. For more information, see Section�3.4.4, “ Topic: UPS WorldShip Integration”.

ISSUE ALL BAL.: Select to issue all Line Items to Shipping simultaneously.
FIND: Compares the UPC Code entered in the "Issue Items Using Barcode" field with the UPC Codes for the listed Sales Order Line Items, then issues to Shipping the quantity specified in the "Qty." field. The FIND button may be selected using your mouse—or by hitting the ENTER key, which corresponds to the FIND button. Because the FIND button corresponds to the ENTER key, you can scan in a UPC Code and then hit ENTER to issue a quantity of one to Shipping. If you prefer, you can scan in a UPC Code and then specify a different quantity before hitting ENTER.

3.4.1.1.� Issue Line to Shipping

To issue a Line Item to Shipping, highlight the Line Item, then select the ISSUE STOCK button. You may also double-click on the Line Item. The following screen will appear:

Issue Line Item to Shipping

When issuing a Line Item to Shipping, you are presented with the following options:

Sales Order #: Displays Sales Order Number for specified Line Item.
Item Number: Displays Item Number for specified Line Item.
UOM: Inventory Unit of Measure.
Warehouse: Displays Warehouse identified on Sales Order Line Item.
Qty. Ordered: Displays quantity of Item ordered.
Qty. Shipped: Displays quantity of Item already shipped for specified Order.
Qty. Returned: Displays quantity of Item returned for specified Order.
Balance Due: Displays balance of Line Item remaining to be shipped for specified Order.
Qty. at Shipping: Displays quantity of Item at Shipping for specified Order.
Qty. to Issue: Enter the quantity of Items you want to issue to Shipping for specified Order.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without issuing Stock to Shipping, returning you to the application desktop.
ISSUE: Select to issue the specified Line Item quantity to Shipping. If the specified Item is a Multiple Location Control Item, you will be brought to the "Distribute Stock To/From Warehouse Locations" screen.