Visma Net

Process shipments (SO503000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

In this window, you can select the type of processing, specify criteria for filtering the shipments, and process all of the filtered shipments or only selected ones.

The window toolbar

Button	Description
Process	Applies the chosen processing to the selected documents.
Process all	Applies the chosen processing to all documents.

The top part

Here, you can define criteria for the documents to be displayed in the table.

Element	Description
Action	The processing option to be used when you click Process or Process all. Select one of the following processing options: Prepare invoice To generate invoices for the selected shipment documents. Update warehouse To generate inventory documents for confirmed shipments made for sales orders (SO, SA) and some of returns. The issues will be released automatically if the Automatically release inventory documents check box is selected in the Sales order preferences (SO101000) window. Update warehouse - Confirm not invoiceable To generate inventory documents for shipments made for transfer orders and returns with replacements. Email shipment: To generate emails with the shipment confirmation for the selected shipments. Print pick list To create and print pick lists for the selected shipments with the On hold and Open statuses. Confirm shipment To confirm the selected shipment. Print shipment confirmation To print confirmations for the selected shipments. Prepare drop-ship invoice To prepare drop-ship invoices for the selected receipts. When you select this processing option, the system displays in the table the list of receipts instead of shipments. (This option is only available if the Drop shipments functionality is enabled in the Enable/disable functionalities (CS100000) window.)
Start date	The start date of the date range for the shipment dates. You can leave the field blank to view all shipments up to the End date.
End date	The end date of the date range for the shipment dates.
Invoice date	The date of the applicable invoice.
Show printed	(This element only appears if one of the following actions is selected in the Action field: Print labels or Print pick list.) For the Print pick list action, you select this check box to add to the listed shipments those shipments for which pick lists have been already printed. For the Print labels action, you select this check box to add to the listed shipments those shipments for which labels have been already printed.
Customer	The customer whose shipments will be displayed. Leave the field blank to view shipments for all customers.
Carrier	This field is not in use.
Ship via	The ship via code associated with the carrier which will perform or has performed shipping. You can leave the box blank to view shipments with all ship via codes of the carrier.
Warehouse	(This field only appears if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.) The warehouse from which the goods are shipped. You can leave the field blank to view shipments associated with all warehouses.
Packaging type	The packaging type: Auto and manual, Auto, or Manual. In case an order has been packed manually, no re-packaging can be performed.

The Shipments table

This displays the shipments that match the criteria you specified in the top part.

You can review the list and process all the shipments or only selected ones.

Button	Description
View document	Navigates to the Shipments (SO302000) window, so that you can view all the details of the selected document.

If you select in the Action field an option other than Prepare drop-ship invoice, the system displays in the table the list of shipments available for processing.


Column	Description
Shipment no.	The reference number of the shipment document.
Status	The status of the document, which is assigned automatically.
Shipment date	The date when the goods were shipped.
Customer no.	The customer number of the customer who ordered the goods or services.
Customer name	The name of the customer that ordered the goods or services.
Location	(This column only appears if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) The customer location from which the goods or services are ordered.
Location name	The name of the location from which the goods or services are ordered.
Customer order	The reference number of the order.
Warehouse ID	The warehouse from which the shipment was performed.
Warehouse description	The name of the warehouse.
Work group	The work group that prepared the shipment and shipped the goods.
Owner	The user responsible for the shipment.
Shipped quantity	The quantity of the shipped items.
Ship via	The carrier used for this shipment.
Ship via description	The description provided for the carrier.
Shipped weight	The total weight of goods in the shipment.
Shipped volume	The total volume of goods in the shipment.
Labels printed	This check box (if selected) indicates that labels have been printed for this shipment.

The Receipts table

If you select the Prepare drop-ship invoice option in the Action field, the system displays in the table the list of receipts available for processing.


Column	Description
Receipt no.	The reference number of the receipt document.
Status	The status of the document, which is assigned automatically.
Date	The date of the document.
Customer no.	The customer number of the customer who ordered the goods or services .
Customer name	The name of the customer that ordered the goods or services.
Location	(This column only appears if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.) The customer location from which the goods or services are ordered.
Location name	The name of the location from which the goods or services are ordered.
Customer order	The reference number of the order.
Warehouse ID	The warehouse from which the shipment was performed.
Warehouse description	The name of the warehouse.
Work group	The work group that prepared the shipment and shipped the goods.
Owner	The user responsible for the shipment.
Shipped quantity	The quantity of the shipped items.
Ship via	The carrier used for this shipment.
Ship via description	The description provided for the carrier.
Shipped weight	The total weight of goods in the shipment.
Shipped volume	The total volume of goods in the shipment.
Labels printed	A check box that, if selected indicates that labels have been printed for this shipment.

Related concepts

About shipment processing options

Print pick lists for multiple shipments

Related windows

Shipments (SO302000)