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Shipments (form) [AX 2012]

Updated: January 23, 2012

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Inventory and warehouse management > Common > Shipments.

Use this form to create and manage shipments.

The fields in the Ship from, Reservation, and Configuration field groups on the General tab of this form have default values. These default values are defined on the shipment template that is used for the shipment.

You can view the list of shipment templates in the Shipment templates form. (Click Inventory and warehouse management > Setup > Distribution > Shipment templates.)

In the Shipments form, you can change the default values for an individual shipment. If you change a default value from the value that is defined on the shipment template, the process changes accordingly for that shipment.

For example, you change the value of the Automatic addition status field for a shipment from Registered to None. Therefore, the assignment of output orders is postponed for the shipment event. However, the value of the Automatic addition status field on the associated shipment template is still Registered.

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview

View, create, or modify shipments.

General

View more information about the shipment that is selected on the Overview tab.

Buttons

Button

Description

Show lines

View the lines that belong to the shipment.

Functions

Open a menu that contains the following items:

  • Possible shortages – Run an analysis of the current on-hand inventory to verify whether the shipment can be reserved in inventory.

  • Reserve now – Reserve the shipment in the inventory. Shipment lines will be created, and will be added to picking routes and output pallet transports.

    TipTip

    You can repeat the reservation if the shipment contains only lines that do not have a route.

  • Activate picking – Release for shipment the picking routes that are associated with the delivery.

  • Activate pallet transports – Release for shipment the pallet transports that are associated with the delivery.

  • Activate – Release for shipment both the picking routes and the pallet transports that are associated with the delivery.

  • Send – Send the shipment.

  • Cancel reservation – Cancel reservations that were made by the Reserve now function. Picking routes and pallet transports are deleted.

  • Packing slip – Update, print, and modify the packing slip. You can update a packing slip for a shipment if you want to update several orders at the same time.

  • Send ASN – Send an advanced shipment note (ASN) electronically.

  • Ship transfer order – Complete a physical update of the transfer order shipment.

  • Options – Open the Options form, where you can specify the following settings:

    • Use a wizard to create shipments.

    • Specify that when you post a packing slip, it is assumed that all quantities are packed, and a packing slip is printed automatically.

Shipment staging

View and track shipments in the warehouse.

Inquiries

Open a menu that contains the following items:

  • Pallet transport handling – View information about pallet transports.

  • Picking routes – View information about picking routes.

  • Bill of lading – View all bills of lading.

  • Sales orders – View sales orders that are associated with the current shipment.

  • Criteria – Specify the criteria that are used to select inventory orders.

  • Transfer orders – View the transfer orders that are associated with the current shipment.

Print

Open a menu that contains the following items:

  • Shipment list – Print the contents of the shipment.

  • Bill of lading – Print the bill of lading.

  • Invoice (copy) – Print a copy of the invoice that is associated with the shipment.

Process shipment

Process shipment information that is received from the shipping carrier's software. If the order is paid by cash on delivery (COD), the invoice is posted and printed, so that it can be included with the packing slip. If the order is paid by a credit card, the invoice is posted. The total amount of the order is then calculated and submitted to the credit card company for authorization. For more information, see About sales order information for shipping carriers.

Printer setup

Open a menu that contains the following items:

  • Packing slip – Select a printer to print the packing slip to.

  • Invoice – Select a printer to print the invoice to.

Fields

Field

Description

Show shipments

Select which shipments to display, based on the current status of the shipment:

  • All

  • In progress

  • Sent

Shipment

The identifier of the shipment.

Requested ship date

The latest date that the shipment must be delivered to meet the receipt date that the customer requested.

TipTip

This date corresponds to the earliest date in the Requested ship date fields on the shipment lines.

Site

The site that the shipment will be sent from.

Site information is mandatory and cannot be changed if shipment lines exist.

Warehouse

The warehouse that the shipment will be sent from.

Warehouse information is mandatory for shipments that have a shipment type of Consolidated picking. You can change the warehouse information until the shipment has been sent.

Name

The description of the shipment.

Outbound dock

The location where the items will be collected after picking and output transport are completed.

Outbound rule ID

Select the rule to use for outgoing processes.

Joint packing

The terms of joint packing. This information specifies how picking routes and whole-pallet output transports will be generated.

The following options are available:

  • All – The whole shipment can be packed together.

  • Same customer – Orders for a single customer can be packed together. Orders for different customers must be in different picking routes and cannot be included in the same pallet transport.

  • Order – Each order, production, and so on must be packed separately.

Status

The status of the shipment. For more information, see About shipments.

Pick

The status of picking. The following options are available:

  • Blank – Consignment has not been reserved, or no picking routes are associated with the shipment.

  • Registered – All picking routes have been created, but not all picking routes have been released for consignment.

  • Activated – Picking routes have been released for consignment, but not all picking routes have been started.

  • Started – Picking routes have been started, but not all picking routes have been completed.

  • Complete – All picking routes have been completed.

Pallet transport

The status of pallet transports. The following options are available:

  • Blank – Either the shipment has not been reserved, or no pallet transports are associated with the shipment.

  • Registered – Pallet transports have been created, but not all transports have been released for consignment.

  • Activated – Pallet transports have been released for consignment, but have not all transports have been started.

  • Started – Pallet transports have been started, but not all transports have been completed.

  • Complete – All pallet transports have been completed.

Shipment type

The type of picking that the shipment is based on. For more information, see Picking methods.

Dispatch date

The date and time when the shipment was dispatched.

Reservation required

Select this check box to indicate that a shipment can be activated only if all items can be reserved.

Sequence ID

The reservation sequence that will be used for the shipment.

Physical update status

The status of the physical update of the shipment. This status indicates whether all the shipment lines have been updated, whether the lines are waiting to be updated, or whether the lines are ready for update.

Automatic addition status

The status in which output orders can be added to the shipment. Output orders can be added only when they are in the selected status or a status that is below the selected status.

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