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Sales Shipment History Inquiry

Sales Shipment History Inquiry

Owned by Emma Greenwood
Last updated: Jan 31, 2022 by Tom Williams

Shipments are used to describe the unique delivery of product on a Sales Order, Sales Return, or Inventory Transfer. A Shipment contains one or more Freight Legs and describes the Items that were/are to be delivered by a single Carrier, on a single Date, and most often (but not always) shipped from the same Site. The purpose of this inquiry is to display shipments associated with sales transactions that have been posted. Users may utilize search options to filter the results. From this inquiry, users may open the corresponding sales transaction, shipment detail or export detail.

(lightbulb) This inquiry also contains columns for each Attribute that is set up for the 'Sales Order' and 'Logistics' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout. Sales Order and Load Management (Logistics) attributes are not included in the help documentation.

Software Version: 2021.06.04 and newer

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Description
Carrier

Used to select one or more Carriers. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Carriers represent entities that transport goods from one location to another. They can be actual freight companies (i.e. UPS or Fed Ex) and/or they can represent a delivery method (i.e. Our Truck, Customer Pickup, Transfer in Storage, or UPS-Air). They are used on Inventory transfers and sales order shipments. 

The lookup contains a list of all 'Active' Carriers.

Customer

Used to select one or more Customers. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

A Customer is a person or organization that buys goods or services from you. They are used in Sales and Sales Programs.

The lookup contains a list of all 'Active' Customers.

Date Range

Used to select the date the transaction was ordered, shipped or invoiced. It is used in conjunction with the Date Type field.