The Create Shipment screen lists open Sales Orders that still have inventory quantities available to ship.
What this screen is for
Use Create Shipment when a Sales Order is ready to ship inventory items.
This screen is not used for non-inventory fulfillment. Non-inventory lines are handled from Open Orders in Sales.
Screen path
Dashboard > Shipping & Receiving > Create Shipment
PAX opens the Shipping Orders modal on the Create Shipment tab.
What users see
The screen lists Sales Orders that are:
OpenorPartially Shipped.- Not deleted.
- Still have open inventory quantity.
The order list includes these columns:
| Column | What it shows |
|---|---|
Order Number |
Sales Order number. |
Customer Code |
Customer code from the order. |
Customer |
Customer name. |
PO Number |
Customer PO number. |
Ship by Date |
Required date from the order. |
Terms |
Customer payment terms on the order. |
Payment Status |
Invoice payment status shown for shipping review. |
Actions |
Includes Create Shipment. |
Use the search box to search by order number, customer, customer PO, terms, payment status, or required date.
Select an order row to expand it. Expanded detail shows inventory lines with line number, part number, description, ordered quantity, shipped quantity, and open quantity.
Warnings before shipment creation
PAX warns users before opening the shipment form when:
- The order's
Ship by Dateis in the future. - The order terms include
PREPAYand the payment status is notPaid.
The user can cancel or continue after reviewing the warning.
What happens behind the scenes
Opening this screen reads Sales Orders and their open inventory lines. Searching, expanding, or collapsing orders does not ship inventory or update the order.
Selecting Create Shipment opens the shipment form for the selected order. The shipment is not posted until the user completes the shipment form and selects Create Shipment there.
The create shipment form filters out non-inventory lines and prepares only inventory lines with open quantity.