You establish a sales order's shipping options on the Sales Order Entry Status tab. 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.
Note: You can also access the shipping options and change shipping options for the order or an order's different generations, by using the Detail Scheduling tab. The order status options are the same.
For information about selecting a ship via route type for the order, see Using Ship Via Route Types for Sales Orders.
To choose an order's shipping options on the Status tab:
Review the address that displays in the Ship To area. If the customer needs you to ship this order to a different address, click the Edit button.
Note: If you cannot ship products out of another branch, you might not have authorization to do so. For more information, see Assigning Branches to Users.
Review the Price Branch and Ship Branch columns to make sure the pricing branch and shipping branch are correct for this order.
In the Order Status column, 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 Note: Use the Ship When Specified Behavior control maintenance record to decide how and when you want the system to ship material on generations. New in Release 9.0.6. | 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 Print column, enter a print status.
In the Ship Date column, identify the desired shipping date for each order generation.
In the Ship Via column, identify the desired shipping method for each order generation.
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 tab displays and you must enter payment information. |
More Options for the Status Tab
The following are some common options you might use while working on the Status tab:
To... | Select this menu option... |
view additional details about the order generation , such as required and completion dates, or delivery times | View > Change View Choose a view from the options that display. |
ship any available items | Ship > All Available The status of the affected order generation is changed to Pick Up Now. |
change multiple generations to the same ship date when all items on the order are available | Ship > All Complete |
view the order generation's shipping manifest, if applicable | Edit > Manifest Queue The Shipping Manifest Queue window displays. |
create a reminder to follow up on a bid (active for bids only) | Edit > Bid Follow Up The Bid Follow Up window displays. |
reprint the shipping ticket or access shipping manifest features | Print Options The Order Reprinting Options window displays. |
Edit > Procurement The Order Procurement window displays. | |
Edit > Procurement Confirmation The Procurement Confirmation window displays. |
See Also:
Entering Products and Prices on Sales Orders