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The Shipments tab opens with a line item for each shipment. Shipments are determined by the line items’ Carrier, Site, and Ship By date and appear with the following information:
- BOL#BOL: Displays the Bill of Lading number for the shipment. This field is a text field and it is not required. Note: The maximum character limit for this field is 100 characters.
- Carrier: Displays the carrier transporting the shipment.
- Deliver On: Displays the date on which the shipment is to be delivered.
- Export Details: This link opens Export Details form. This form allows users to enter additional information for export shipments.
- Freight $: Displays the cost of the freight.This field cannot be edited on the Shipments tab. The Freight amount needs to be entered on the Load Record..
- Freight Terms: Displays a drop-down menu of freight terms for the user to select the freight terms for the shipment. The field defaults to the Freight Terms configured on the Customer Address reocord. The Freight Terms can also be saved on the Shipment record.
- GL Date: This field allows users to enter a GL Date for the order. If not provided, the date defaults to the Invoice Date when the transaction is saved as Ready to Post. The date must reside within an open fiscal period. Note: This column is not in the system view.
- Invoice #: Displays the Invoice Number. The number can be manually entered, but the Invoice Number is retrieved from an Invoice when the Invoice is printed. The field is editable until the transaction status is Approved. A separate journal entry is created for each invoice assigned to the sales order transaction. The journal entry details can be reviewed by clicking the Journal Details from the header section. If the transaction has multiple invoices, a letter suffix is added to the invoice number starting from the second invoices e.g. ORD123B. The same invoice number is assigned to all shipments with the same invoice date and GL date.
- Invoiced: Displays the Invoice Date. The date can be manually entered, but the Invoice Date is retrieved from an Invoice when the Invoice is printed unless the Transaction Class property 'How Invoice Dates are Assigned' is set to 'Manually Assigned'. The Invoice Date is not automatically updated, if the Shipped/Transation date is changed after printing an invoice. The date can be manually updated before printing a new invoice if necessary. The field is editable until the transaction status is Approved.
- Legs: Displays the total number of legs configured on the Shipment record.
- Load Status: Displays the status of the shipment’s load. The Load Status is automatically changed to Shipped when the Sales Order has only one shipment and the Sales Order is saved as Shipped (Note that the Shipped date must be entered first). If the Sales Order has two or more shipments, then the status of each shipment must be manually changed to Shipped.
- Notes: Opens the noted dialog, which allows users to enter additional notes for the Shipment.
- Ship By: Displays the date by which the shipment is to be shipped.
- Shipment: Displays the shipment number as a hyperlink, when clicked, opens the Shipment/Load Record, which allows users to enter Load details like Freight Costs. The Freight costs entered on the Load Record updates Freight $ amount on the shipment tab.
- Shipped: Displays the date the shipment was actually shipped. This is required to save the Shipment in a status of ‘Shipped’.
- Site: Displays the name of the site to which the shipment is being made.
- Tracking #: Displays the shipment’s tracking number. This is a text field, which allows users to manually enter the tracking number.
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