Shipments (SO302000)

Search line in list window

If you are in the list window, the first line in the table is a search line. Each column has a search field which you can click to search for or filter on specific values and narrow down the displayed table rows. You can search and filter in as many columns as you need to, to only display the results you want to view.

There are two types of search fields:

White: here you can type a specific search term to display results in this column containing this exact value. If you search on several (partial) words, you can separate them by a space or % and get different results:
- space: the result contains the words in any order,
- %: the result contains the words in the specific order, and the % functions as a wildcard as well.
Grey: you can click this to open the column filter pop-up window where you can filter the results for this column.

Vad du kan göra från detta fönster

Verktygsraden

Button	Description
Actions	Provides the following actions, which you can perform depending on the status of the shipment: Confirm shipment: Changes the shipment's status to Confirmed, marks the boxes included in the shipment as Confirmed on the Packages tab, and initiates recalculation of packages if there were changes since the shipment was previously saved. Prepare invoice: Generates an customer ledger invoice for the shipment and changes the shipment status to Completed. Prepare drop-ship invoice: Generates an invoice for the shipment, which fulfills a drop-ship order. (This option is available only if the Drop shipments functionality is enabled in your system.) Update inventory: Generates an inventory issue for the shipment. The issue will be released automatically if the Automatically release inventory documents check box is selected in the Inställningar försäljningsorder (SO101000) window. Correct shipment: Reopens the confirmed shipment if it was not invoiced. Cancel return: Cancels the return. Email shipment Generates an email with shipment confirmation in accordance with the SHIPMENT mailing settings of this customer. Print pick list: Brings up the Plocklista (SO644000) report for the shipment, so you can print it. Once a pick list has been generated and printed for the shipment, the shipment will not appear in the Behandla utleveranser (SO503000) window for the Print pick list action unless the Show printed check box is selected in the top part of that window.
Reports	Provides access to the following reports: Print shipment confirmation: Navigates to the Följesedel (SO642000/SO64200S) report for the shipment, so you can print it. Print pro forma invoice: Navigates to the Pro forma invoice (SO64300S) report, so you can print it.

Button

Description

Actions

Provides the following actions, which you can perform depending on the status of the shipment:

Confirm shipment:
Changes the shipment's status to Confirmed, marks the boxes included in the shipment as Confirmed on the Packages tab, and initiates recalculation of packages if there were changes since the shipment was previously saved.
Prepare invoice:
Generates an customer ledger invoice for the shipment and changes the shipment status to Completed.
Prepare drop-ship invoice:
Generates an invoice for the shipment, which fulfills a drop-ship order.
(This option is available only if the Drop shipments functionality is enabled in your system.)
Update inventory:
Generates an inventory issue for the shipment.
The issue will be released automatically if the Automatically release inventory documents check box is selected in the Inställningar försäljningsorder (SO101000) window.
Correct shipment:
Reopens the confirmed shipment if it was not invoiced.
Cancel return:
Cancels the return.
Email shipment
Generates an email with shipment confirmation in accordance with the SHIPMENT mailing settings of this customer.
Print pick list:
Brings up the Plocklista (SO644000) report for the shipment, so you can print it.
Once a pick list has been generated and printed for the shipment, the shipment will not appear in the Behandla utleveranser (SO503000) window for the Print pick list action unless the Show printed check box is selected in the top part of that window.

Reports

Provides access to the following reports:

Print shipment confirmation:
Navigates to the Följesedel (SO642000/SO64200S) report for the shipment, so you can print it.
Print pro forma invoice:
Navigates to the Pro forma invoice (SO64300S) report, so you can print it.

Den övre delen

Here, you can specify general information about the shipment document.

Element	Description
Utleveransnr	The unique reference number of the document, which is automatically generated by the system in accordance with the numbering sequence assigned to shipments in the Inställningar försäljningsorder (SO101000) window.
Type	The type of the shipment document, which can be one of the following options: Shipment: A document for normal shipments used to fulfill sales orders. Transfer: A document for transfers between warehouses.
Status	The status of the document, which can be one of the following options: On hold: This status means that the shipment cannot be processed until the Hold check box is cleared. The Hold shipments on entry option is located in the Inställningar försäljningsorder (SO101000) window. Open: This status indicates that the shipment is being prepared, and you can print a pick list for a specific shipment (or for multiple shipments). The shipment is still open while items are being picked and packed. After the shipment is packed and before the shipment is confirmed, you can print a shipment confirmation document by using the Följesedel (SO642000/SO64200S) report, if needed. Confirmed: This status indicates that the shipment has been confirmed as shipped. Completed: This status reflects that a sales invoice was generated for the shipment.
Parkera	This check box indicates (if selected) that the documents cannot be processed further until the check box is cleared.
Åtgärd	The operation to be performed in the Inventory workspace for this shipment: Issue or Receipt.
Leveransdatum	The date when the document has been created.
Customer	(This field does not appear for transfers.) The customer to whom the goods specified in the document should be shipped.
Plats	(This field is only displayed if the Business account locations functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.) The customer location to receive the shipment.
Lagerställe	(This field is only displayed if the Multiple warehouses functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.) The warehouse from which the goods should be shipped.
Till lagerställe	(This field is only displayed if the Multiple warehouses functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window and available only for transfers.) The warehouse to which the goods should be shipped in case of a transfer.
Arbetsgrupp	The work group to approve the shipment.
Uppdragsägare	The user assigned to approve the document.
Levererat antal	The quantity of goods shipped.
Levererad vikt	The weight of the goods shipped.
Levererad volym	The total volume of the items in the shipment.
Kolli	The number of boxes included in this shipment.
Kollivikt	The total weight of the shipment that includes the weight of boxes (for boxes determined automatically).
Kontrollantal	The control value, which you manually enter as a value equal to the shipped quantity if the Validate shipment total on confirmation check box has been selected in the Inställningar försäljningsorder (SO101000) window.
Skriv ut anteckning från orderrad	This check box indicates (if selected) that the order line note will be printed on the document.

The Document details tab

This tab displays the details of one or more sales orders that will be fulfilled by this shipment.

If lot or serial numbers were specified for the items on the sales orders, item quantities are split by their lot or serial numbers.

Button	Description
Allocations	(This button is only displayed if any of the Sales order to purchase order link, or Lot and serial tracking, or Multiple warehouse locations functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.) Opens the Allocations dialog box, so that you can specify the locations, or lot or serial numbers for the units of the of the item. For items for which lot or serial numbers are tracked with the When received assignment method specified in the Lot/serial classes (IN207000) window, you can select units with specific lot or serial numbers. For items with the When used assignment method, you can generate or specify manually the lot or serial numbers for the units to be shipped.
Add order	Opens the Add sales order dialog box so that you can add to the shipment the selected items from other sales orders of the same customer.
Inventory summary	Navigates to the Inventory summary (IN401000) window, so you can view detailed information about stock items available at warehouses.

Button

Description

Allocations

(This button is only displayed if any of the Sales order to purchase order link, or Lot and serial tracking, or Multiple warehouse locations functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)

Opens the Allocations dialog box, so that you can specify the locations, or lot or serial numbers for the units of the of the item.
For items for which lot or serial numbers are tracked with the When received assignment method specified in the Lot/serial classes (IN207000) window, you can select units with specific lot or serial numbers.
For items with the When used assignment method, you can generate or specify manually the lot or serial numbers for the units to be shipped.

Add order

Opens the Add sales order dialog box so that you can add to the shipment the selected items from other sales orders of the same customer.

Inventory summary

Navigates to the Inventory summary (IN401000) window, so you can view detailed information about stock items available at warehouses.

Column	Description
Ordertyp	The type of the order to which the shipment line belongs.
Ordernr.	The reference number of the order to which the shipment line belongs.
Artikelnummer	The ID of the item being shipped.
Gratisartikel	(This column does not appear for transfers.) The free item earned by the customer, if applicable.
Lager	(This column is only displayed if the Multiple warehouses functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.) The warehouse from which the item is shipped.
Plats	(This column is only displayed if the Multiple warehouse locations functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.) The location in the warehouse from which the item is shipped.
Enhet	The unit of measure used for the item in shipment.
Utlevererat antal	The quantity of the item shipped.
Order antal	The quantity of the item ordered.
Ingående antal	The number of items still to be shipped.
Parti-/serienr.	(This column is only displayed if the Lot and serial tracking functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.) The lot or serial number of particular items of the item.
Förfallodatum	The expiration date of the item, if it is traced for this item ID.
Orsakskod	The reason code used for shipments.
Utleveransnr	Read only. The reference number of this shipment in which the line item is listed.
Radnr.	Read only. The line number of the shipment.
Orderradnr	Read only. The order's line number that matches this shipment line.
Ursprungligt antal	Read only. The item's quantity in the original order.
KN-kod	Commodity codes according to the Combined nomenclature (CN) annually revised and published as a Commission regulation in the EU, Requirement for Intrastat reporting (looked up from the Stock items - General information tab - Intrastat section).
Ursprungsland	The country the shipments is sent from.
Description	A short description for the shipment.
Nettovikt	The net weight of the shipment.
Extern länk	A read-only column displaying the external link for the line, collected from the corresponding sales order.
Leveransregel	The shipping rule for the line item. For details, see: About shipping rules.
Kompletterande enhet krävs	Standardised codes (EU) for measure units for Intrastat reporting. Required for certain types of items.
Ej tilldelat antal	The quantity of the stock item that has no lot or serial numbers assigned.
Min. utleverans (%)	The minimal percentage of goods shipped (with respect to the ordered quantity) to consider the order shipped completely. This setting is not applicable to items with specified serial or lot numbers that should be shipped exactly as specified.

The Allocations dialog box

This dialog box is available if at least one of these functionalities are enabled: Multiple warehouse locations, or Lot serial tracking.)
By using this dialog box, you can view how the specified on the line quantity of the item can be distributed between locations available in the warehouse selected in the Warehouse ID field in the top part of the window, and you can select the locations, lot or serial numbers (from those available in the selected warehouse) for the item's quantity.

Also, you can generate and assign lot/serial numbers to the specified quantities of the stock item if relevant.
Whether lot or serial numbers should be generated when the item is received or used depends on the Assignment method option selected for the lot/serial class of the item in the Lot/serial classes (IN207000) window.

The Allocations dialog box includes the following elements.

Element	Description
Unassigned qty.	The quantity of the stock item that has no lot or serial numbers assigned.
Quantity to generate	The quantity of the stock item for which lot or serial numbers should be generated.
Start lot/serial number	The lot or serial number to be used as a start number. (This element is only displayed if the Lot and serial tracking functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)
Generate	A button that you click to initiate the generation of lot or serial numbers. (This button is only displayed if the Lot and serial tracking functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.)

Column	Description
Item ID	ID of the item to be allocated.
Location	(This column is only displayed if the Multiple warehouse locations functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.) The location in the warehouse that is selected in the Warehouse ID field in the top part.
Lot/serial no.	(This column is only displayed if the Lot and serial tracking functionality is enabled in your system.) The serial number of the unit of stock item or the lot number of the specified quantity of stock item; you can select from the serial or lot numbers available for the selected warehouse.
Quantity	The quantity of the stock item with the same subitem code and the same lot/serial number. It is 1 for an item with a serial number.
UoM	The unit of measure (UoM) for the specified quantity of the stock item.
Expiration date	The expiration date of the specified quantity of the stock item. This column is only displayed if the Lot and serial tracking functionality is enabled.
Description	The description of the item.
OK (button)	Saves the records generated.

The Add sales order dialog box

You use this dialog box to add items from a selected sales order of the same customer to the shipment if sales orders of this type are not required to be shipped separately.
The Ship separately check box can be found in the Ordertyp (SO201000) window.

Element	Description
Operation	The operation to be performed with the inventory: Issue or Return.
Order type	The type of order to be added to the shipment.
Order no.	The reference number of the order.
Item ID	The item ID of the item being shipped.
UoM	The unit of measure used for the item in shipment.
Location	(This column is only displayed if the Multiple warehouse locations functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.) The location in the warehouse from which the item is delivered.
Lot/serial no.	The lot or serial number of the particular item.
Sched. ship. date	The scheduled shipment date of the order.
Quantity	The quantity of the item ordered on the line of the sales order.
Line description	The description provided for the line of the sales order.

Button	Description
Add	Adds the selected items.
Add and close	Adds the selected items and closes the dialog box.
Cancel	Closes the dialog box.

The Orders tab

This tab of has a table with the orders this shipment fulfils.

Column	Description
Ordertyp	The type of the order.
Ordernr.	The reference number of the sales or transfer order.
Utlevererat antal	The quantity of goods shipped in accordance with the order.
Levererad vikt	The weight of the goods shipped in accordance with the order.
Levererad volym	The volume of the goods shipped in accordance with the sales or transfer order.
Fakturatyp	The type of invoice for the goods shipped for the sales order.
Fakturanr	The reference number of the invoice for the goods shipped.
Verifikatstyp lager	The type of the inventory document that lists the items for this shipment.
Ref.nr. lager	The reference number of the inventory document that lists the items for this shipment.

The Delivery settings tab

This tab contains delivery information, including the customer ship-to address (or address of the destination warehouse for transfers), carrier, and FOB point.

The Delivery address contact section

Element	Description
Ange ny kontakt	A check box that you select to not use+ the default contact information and to type new contact information.
Företagsnamn	The legal business name of the customer to appear on the documents.
Till	The attention line as it is used in your company's business letters. This line will be used to direct the letter to the proper person or department.
Telefon 1	The default phone number of the customer.

The Delivery address section

Element	Description
E-post	The email address of the customer shipping contact.
Ange ny adress	A check box that you select to not include the default address information and to type new address information.
Adressrad 1	The first line of the invoicing address.
Adressrad 2	The second line of the invoicing address.
Ort	The customer's city.
Land	The customer's country.
Kommun	The county or province of the customer.
Postnummer	The postcode. An input mask for the postcode can be set in the Countries/counties/postcodes (CS20400S) window.

The Delivery information section

Element	Description
Utleverans via	The carrier used for shipping the goods.
Betalningsansvar transport	The point where title of goods passes to the customer.
Leveransvillkor	The shipping terms used in relations with the customer.
Leveranszon	The shipping zone of the customer.
Hemleverans	This check box indicates (if selected) that the shipping address is a residential one.
Lördagsleverans	This check box indicates (if selected) that the shipment may be delivered on Saturday.
Försäkring	This check box indicates (if selected) that insurance is required for the shipment.
Fraktvaluta	(This field does not appear for transfers.) The currency to be used for the shipment freight. By default, it is the currency of the sales order, but you can change it if needed.
Fraktkostnad	The freight cost of the shipment.
Fraktbelopp	The amount of freight the customer will be charged for the shipment.

The Intrastat section

Element	Description
Transaktionstyp	The 1-digit code that describes the nature of the transaction (according to EU regulations for Intrastat reporting).
Transportsätt	The method of transportation. You can choose between: 0. Unknown 1. Transport by sea 2. Transport by rail 3. Transport by road 4. Transport by aeroplane 5.Consignments by posts 7. Fixed transport installations 8. Transport by inland waterway
Behållare	This check box indicates (if selected) that the shipment gets marked as shipped in container for Intrastat reporting purposes.

Element

Description

Transaktionstyp

The 1-digit code that describes the nature of the transaction (according to EU regulations for Intrastat reporting).

Transportsätt

The method of transportation. You can choose between:

0. Unknown

1. Transport by sea

2. Transport by rail

3. Transport by road

4. Transport by aeroplane

5.Consignments by posts

7. Fixed transport installations

8. Transport by inland waterway

Behållare

This check box indicates (if selected) that the shipment gets marked as shipped in container for Intrastat reporting purposes.

The Packages tab

On this tab, you can view a table showing the packages (boxes) prepared and shipped for the shipment.

Button	Description
Refresh packages	Initiates recalculation of packages for the shipment. This button is only available if the Automatic packaging functionality is enabled in your system.

Column	Description
Confirmed	This check box indicates (if selected) that shipping of the package specified on the line has been confirmed.
Box ID	The box used for the package.
Type	The type of package: Auto or Manual. Only automatically created packages (boxes) can be refreshed and re-packed.
Description	The description of the item or description of the box contents; required for return labels.
Vikt	The gross weight of the package. For packages that have been suggested automatically (those with Auto selected in the Type column), the system added the weights of the boxes automatically. For each box added manually, the gross weight must be specified.
Enhet	The unit of measure in which the weight of the package is specified.
Tullvärde	The amount of the package specified for insurance, you can edit the value if needed.
Postförskottbelopp	The amount to be charged on delivery of the package, you can edit the value if needed.
Spårningsnummer	Here you can enter a tracking number for the package.
Kundref.nr. 1	An auxiliary reference number to appear on the carrier label for the box.
Kundref.nr. 2	An additional auxiliary reference number to appear on the carrier label for the box.

The Webhook notification tab

Knapp	Beskrivning
Visa feedback från meddelanden	Öppnar fönstret Webhook-meddelande, feedback där du kan se meddelanden som mottagits från det externa integrationssystemet.
Skicka meddelandet på nytt	Skickar meddelandet på nytt.

Kolumn	Beskrivning
Klart	Om meddelandet skickats visas True i kolumnen. If it failed, the value is False.
Händelse	Här anges om ett konto skapats eller uppdaterats. En av följande händelser anges: Enhet skapad Enhet uppdaterad Enhet raderad - är bara tillgängligt för konton Dokumentstatus är ändrad Extern åtgärd är utlöst
Status	Anger meddelandets status: Skickad Skickad på nytt Tillgänglig Förbrukad
Källa	Här visas varifrån händelsen skickats. Visma.net ERP Om detta är källan, kan statusen vara Skickad eller Skickad på nytt. API:er Om detta är källan, är statusen Tillgänglig. Den kan då skickas till det externa integrationssystemet. Extern integratör Om detta är källan, är statusen Förbrukad. Kunden bekräftar att meddelandet mottagits.
Dokumentstatus	Anger att dokumentet har en ny status. Till exempel, när en försäljningsorder ändrar status från Parkerad till Öppen.
Användare	Användaren som gjort en ändring i enheten.
Datum	Datumet då ändringen gjordes.
Meddelande	En unik meddelandeidentitet som skickats.