Creating Shipments 

Purpose

When you create shipments, you can choose deliveries according to certain selection criteria and then assign them to the new shipment.

On the overview screen you can, for example, assign deliveries to the shipment manually or automatically, or also remove deliveries from the shipments. On the selection screen that is within the overview screen you can also enter selection criteria for the relevant deliveries or inbound deliveries.

Process Flow

1. Activities on the Selection Screen

On the selection screen, you can enter selection criteria for the documents (inbound or outbound deliveries) that you want to assign to a shipment. You define the selection criteria that are displayed on the selection screen beforehand. You can use selection variants to specify these criteria. On the selection screen, you specify whether you want the documents due for shipment to be assigned automatically to a shipment document or whether you want to assign them manually once the shipment has been created. There are separate selection screens for inbound and outbound shipments. The selection screen for creating an inbound shipment contains, for example, the selection criteria Vendor and Destination point: Plant; in the case of an outbound shipment, the criteria are Ordering party and Destination point: Shipping point.

2. Activities on the Selection Screen

The overview screen is divided into two sections: One section contains one or several shipment documents, and the other section lists the deliveries that have not yet been assigned to shipment documents. If the documents have not been assigned automatically to a shipment document, you can do this manually on the overview screen. You can also create new shipment documents and move shipment items (inbound or outbound deliveries) within a shipment or from one shipment to another. In addition, you can remove shipment items from the shipment if, for example, you run out of room on a truck. If you decide that you do have the capacity to select additional deliveries or inbound deliveries for additional shipments, you can create a new shipment from the overview screen.

Two views are possible: For example, one view displays the address of the ship-to party, and the other displays the name of the ship-to party. Different data is made available for shipments and shipment items (delivery, inbound delivery).

The settings can be changed through trees and table controls.

You cannot place outbound deliveries and inbound deliveries together in the same shipment document. Nor is it possible to assign Items from a delivery or an inbound delivery to different shipment documents. You must decide at the delivery stage whether order items can be shipped together in one delivery and therefore require only one shipment.

See also:

Creating Shipment Worklist