Choosing an Order's Shipping Options

Shipping options are established on the order's Status screen. When entering sales orders for customers who do not have to pay for their orders upon delivery, this screen is the last screen you complete before processing the order.

To choose order shipping options on the Status screen:

Create or open a sales order and display the order's Status screen.
Review the Prc Br and Shp Br fields to make sure the pricing branch and shipping branch are correct for this order.
In the Order Status For field, identify the desired order status for each order generation:

When...	Use this order status...
the customer is taking possession of the material at the counter or at will call	Pick Up Now
you want to ship an entire order generation on a specific date	Ship When Specified
you want all items on a generation to ship at the same time	Ship When Complete
you want any available items on any order generation to ship as soon as they're available	Ship When Available
you want any line item on any generation to ship as soon as its full quantity is available	Ship Item Complete
the salesperson wishes to be notified through the Customer Calling Queue when any quantity of any line item becomes available	Call When Available
the salesperson wants to be notified through the Customer Calling Queue when all line items within an order generation are available	Call When Complete
the salesperson wishes to be notified through the Customer Calling Queue on a specific date, regardless of inventory availability	Call When Specified
the salesperson is providing a bid to the customer	Bid
the material is being shipped directly from the vendor or is being picked up from the vendor's site	Direct Shipment
you want to cancel a specific generation, or cancel the entire sales order (if only one generation)	Cancel

In the Prt field, enter a print status.
In the Ship Date field, identify the desired shipping date for each order generation.
In the Ship Via field, identify the desired shipping method for each order generation.
Use hot keys, as needed:

To...	Use this hot key...
add or edit administrative details for the order, such as a customer PO number	Header The Sales Order Entry Header screen displays.
edit the order detail information	Body The Sales Order Entry Body screen displays.
review order charges or apply payments	Totals The Sales Order Entry Totals screen displays.
view additional details about the order generation , such as required and completion dates, or delivery times	View A selection list displays. Select a view and press Enter to change the columns to display the requested information.
view the order generation's shipping manifest, if applicable	Manifest Q The Shipping Manifest Queue screen displays.
schedule ship dates for individual products on backorder	Detail Scheduling The Detail Scheduling screen displays.
view all of the items on the order generation	View Items Displays the View Order Entry Items screen.
change multiple generations to the same ship date when all items on the order are available	All Complete
create a reminder to follow up on a bid (active for bids only)	Bid Follow Up The Bid Follow Up screen displays.
ship any available items	Ship Available The status of the affected order generation is changed to Pick Up Now.
reprint the shipping ticket or access shipping manifest features	Print Opt The Order Reprinting Options screen displays.
procure multiple products	Procure The Order Entry Procure Items screen displays.
confirm products for procurement	Confirm The Procurement Confirmation screen displays.

Press Esc. One of the following things happen:

If...	Then...
the customer is not required to pay for the material upon taking possession	the order processes.
the customer is required to pay for the material upon taking possession	the Totals screen displays.