Shipping orders

Shipping orders

A shipping order records the items selected for shipment and their shipping progress. It belongs to the project-management flow that connects ordering, stock, and delivery work.

The order begins in the Draft status and progresses through the shipment stages shown by the shipping-order filters, ending at shipment completion.

mermaid
stateDiagram-v2
    [*] --> Draft
    Draft --> "Goods awaiting issue"
    "Goods awaiting issue" --> "Goods issued"
    "Goods issued" --> "Goods inspected"
    "Goods inspected" --> "Ready for shipping"
    "Ready for shipping" --> "Released for shipment"
    "Released for shipment" --> "Shipment complete"

Before you start

A shipping order starts from a sales job whose items are ready to be selected for shipment. The sales job supplies the order number and related client information that appear on the shipping-order form.

Prerequisites

• Know which sales job supplies the shipment items.
• Have access to create a new shipping order or edit the saved order you need to open.
• For a saved order, work from the order's current status and without unsaved changes when leaving the form.

The new form fills Shipping ordered by from the signed-in user and Shipping ordered on from the current date. Both fields are read-only. The date cannot be later than today.

Find a shipping order

The shipping-order list is where you filter orders by their current shipment status and select an existing row. The list currently displays Sheet no., Order date, P.M Responsible, Client order no., and Job no.

Open the shipping-order list

Prerequisites

• Know whether you are looking for all orders, requested shipments, ready shipments, released shipments, or completed shipments.

Steps

1. Open the Shipping Orders list at /projects-management/shipping-order/view.

2. Select the filter that matches the work you need to locate.

   If you need to…	Select
   Review every shipping order	All
   Review draft orders	Requested shipments
   Review orders ready to ship	Ready for shipping
   Review released shipments	Released shipments
   Review completed shipments	Delivered

3. Select the shipping-order row you need.

Result: The selected shipping order opens for review.

The list also provides a Filter by: control above the status choices. Select the status choice that matches the shipment work you need to review.

Open a new shipping order

Prerequisites

• Have a sales job to use for the new order.

Steps

1. In the project-management list, open the new-record menu.
2. Select Shipping Order.

Result: The new Shipping Order form opens at /projects-management/shipping-order/new.

Understand the shipping-order screen

The new form identifies the sales job first, then shows the order details and shipment items. After the order is saved, it also provides the Last Modifications history tab.

Order information

Shipment progress

The saved order carries the shipment progress fields below. The progress controls become available according to the order's sales-job and shipment state.

The form does not show Inventory, Moved to shipping on, Moved to shipping by, Client Order No., or Contractual Delivery Date. The saved-order tab is Last Modifications; the Comments tab is not part of this screen.

Create a shipping order

A new shipping order connects one sales job to the items that are going to be shipped. Select the correct sales job before selecting items because the sales job supplies the client, order number, job type, and available shipment items.

Prerequisites

• Have a sales job with shipment items available for selection.
• Be on the new Shipping Order form.

Steps

1. In Sales Job Number, select the sales job for the shipment.

2. Confirm that the form shows the related client and sales-order information.

3. Select Product to open the Items for shipment selection dialog.

4. In the dialog, select the items to include in the shipment.

5. Set any optional distribution values that the dialog shows.

   If the dialog shows…	Do this
   Dispatch priority	Choose the priority for item selection.
   Target Qty	Enter the target quantity and review Selected Qty.

6. Select OK in the dialog.

7. Confirm that the selected items appear in Items with their quantities.

8. Choose the save action that matches what you need to do next.

   If you want to…	Select
   Continue editing	Save
   Save and leave	Save and Close

   The form validates the order and its item list. If the order is valid, it is saved with Draft status and remains available for further work.

Result: The order is saved with at least one shipment item. Save and Close displays Your request was completed successfully and closes the form. Save keeps the saved order available for further work.

Handle conditional shipping-order details

Some shipment details become useful only after the sales job or the order reaches the relevant stage. Use the fields that appear for the current order state rather than entering shipment progress before the order is ready for it.

Work with item-selection options

Prerequisites

• Be creating a new order with a selected sales job.
• Have the Items for shipment dialog open.

Steps

1. Select Select all when every available item belongs in the shipment.
2. Select Unselect all when you need to clear the current selection.
3. Review the item rows and select only the items that belong in this shipment.

Result: The dialog contains the item selection you intend to place in Items.

Split an item when the option is available

Prerequisites

• The order is an instant job.
• Dispatch priority is set to manual selection.

Steps

1. In the item-selection dialog, select Split for the item you need to divide.

Result: The split-item flow opens for that item.

Review shipment progress

Prerequisites

• The order has a sales job.

Steps

1. Select Ready for shipment when the order is ready for that stage.
2. Review Confirmed on.
3. Review Confirmed by.
4. Select Released for shipment when the goods are released for shipment.
5. Review Released on.
6. Review Released by.
7. Review Delivered.
8. Review Delivery Date.
9. Review Delivered by when delivery information is available.

Result: The order displays the shipment-progress information available for its current stage.

Out of scope on this screen

The Finish and release to stock action and Inspection template action are not active controls on the shipping-order screen. The generic save-error message is handled outside the shipping-order-specific corrections on this page.

When something goes wrong

Use the message text to locate the correction that the form requires.

After you create or find the order

After saving, a new order is a draft shipping order. It appears under Requested shipments in the shipping-order list. The saved record also provides Last Modifications, which opens the order's log history.

Next steps

• Follow the Warehouse fulfillment flow for the broader shipment handoff.
• Open Delivery notes when the related delivery document is needed.
• Return to the Project management workspace to move between project-management work areas.

Result: You can locate the saved order under Requested shipments, reopen it from the list, and review its Last Modifications history.