PO NumberPoint of Sale > Complete Direct Ship Orders
Use this routine to complete multiple open direct shipment order lines. You list the lines using specific selection criteria and can then select lines to be completed, enter tracking information, and edit the shipped quantity. The grid also contains an action button next to each order number, providing a read-only view of the order containing the direct ship line.
To narrow your search for direct ship lines by purchase order number, indicate one or more purchase order numbers at this field. If you leave this field blank, your search includes all purchase orders. If you click the Search button, you access a menu with options to View Purchase Orders for a Specific Product and View Purchase Orders for a Specific Vendor. When you click the Action button, you access the Multiple Purchase Order Selection Window.
To narrow your search for direct ship lines by order number, indicate one or more order numbers at this field. If you leave this field blank, your search includes all orders. If you click the Search button, you access a menu with options for View a Customer's Open Transactions and Search for a Sales Order by a Specific Product. When you click the Action button, you access the Multiple Order Selection Window.
To narrow your search for direct ship lines by vendor, indicate one or more vendor codes at this field. If you leave this field blank, your search includes all vendors. If you click the Search button, you access the Vendor Name Search screen. When you click the Action button, you access the Multiple Vendor Selection Window.
To narrow your search for direct ship lines by selling store location, indicate one or more selling store locations at this field. If you leave this field blank, your search includes all locations. If you click the Arrow button, you can select a location from the drop-down list. When you click the Action button you access the Multiple Location Selection Window.
After you specify criteria for selection (above), click the Search button to populate the grid based on your selections.
The grid lists all open direct shipment lines that meet your criteria, whether or not the orders are eligible to be completed.
Once the grid is populated, you can update and attempt to complete the order lines that are displayed.
You can refresh the data in the grid by beginning a new search at any time. However, if you made changes in the grid and did not save them, a warning message displays, providing the option of discarding the changes or not.
When you click the Update button:
All updates made in the grid to the Tracking Number and Ship quantity columns are used to update the associated order(s).
If any lines are checked to be completed, the Order Completion Details screen appears, where you can complete the selected lines one at a time. Note that if an order contains more than one Direct Ship line, only those lines checked are completed.
Once you have taken the appropriate action for all orders that are checked for completion, the Complete Direct Ship Orders is refreshed using the same criteria. Completed lines are removed from the grid.
When an order is completed in this manner, an audit comment is generated, indicating that the order was released for completion using the Complete Direct Ship Orders process.
The grid displays open direct shipment lines matching the criteria you selected. Place a check in the box for each direct ship line you are completing. If you check the box at the top of the grid on the header line, you select all items listed in the grid.
When you check a box, the system validates the line to ensure that it is eligible to be completed. In order to be completed, the line must contain a Ship quantity. When a line for an order is checked, all other lines in the grid for the same order are validated. If the line cannot be completed, the appropriate message is displayed and the check is cleared from the box. If the line passes validation, it is completed when you click the Update button.
Order Number - Sales Order Number; click the Action button to access the View an Existing Sales Order screen.
Ref# - Line Reference Number from the Sales Order
Product - Product ID
Ord - Quantity Ordered
Ship - Shipped Quantity; numeric value less than or equal to the ordered quantity; default is the Ship Quantity from the sales order, additional line item details, direct ship tab. If you update this column, the order is updated when you click the Update button.
Tracking Number - You can enter/update the shipment tracking number in this column. No validation is performed. The order's Shipment Tracking Number is updated with this information when you click the Update button.
Vendor - Vendor code
PO Number - Purchase order number
Acknowledgement# - PO Acknowledgement number
Store (Location)
Product Description
Vendor Name
Customer ID
Customer Name
Order Date