Initiating Shipment

Overview

Here you will find out what actions to take after the order confirmation.

Controlling Requested Shipment Dates

Once the order is confirmed, you need to monitor its supply:
  1. Go to Warehouse and delivery > Order supply forecast.
  2. Select the order and expand its lines.
  3. Review the State column.
  4. Check the Requested supply date column and compare with the Date of supply column.
  5. Repeat the action for each line of the order.

Forwarding Issues with Supply

If there are any issues or missing items, contact the appropriate department:
  1. Open the required document.
  2. Create a Duty based on the document.
  3. Specify the work name in the Duty field.
  4. Assign it to the responsible user within the database.
  5. Set the Priority and specify the Due date.
  6. Describe the actions to take in the Subject field.
  7. Start and close the document.

Initiating Shipment

Shipment of goods from the warehouse must be initiated for all items available before the requested shipment date.
  1. In the sales order, click the Goods tab.
  2. Select the lines with available stock and click Supply > Ship.
  3. Post the document.

Excluding Items from Supply

If some items cannot be provided, exclude them from the order and inform the involved parties:
  1. In the sales order, click the Goods tab.
  2. Select the Cancelled column for the lines.
  3. Leave relevant Comments.
  4. Post the document.
  5. Notify all involved parties of the changes.