Use this workflow to find a posted shipment and open shipment documents or export details.
When to use this workflow
Use this workflow when you need to review a posted shipment, print a packing list, print an invoice, reprint a FedEx label, create a return label, or update export fields.
Before you start
Confirm at least one of these search values is known:
- Order number
- Customer
- Customer PO
- Tracking number
Steps
- Go to
Dashboard > Shipping & Receiving > View Shipments. - Search for the shipment if it is not visible in the recent list.
- Select
View. - Review Shipment Information, Ship To Address, and Line Items.
- Select the document or action needed.
- If editing export fields, select
Edit Export Details. - Update
AES ITNorExport License. - Select
Save Export Details.
Document options
| Action | Result |
|---|---|
Packing List |
Opens the packing list PDF for the shipment. |
Invoice |
Opens the related invoice PDF, or asks the user to select one if multiple invoices exist. |
Reprint FedEx Label |
Opens the saved FedEx label PDF when the shipment has one. |
Return Label |
Opens the return label form. |
Commercial Invoice |
Asks for export document options, then opens the PDF. |
Certificate of Origin |
Asks for export document options, then opens the PDF. |
Export document prompts can include:
Chamber of Commerce BlockConvert to kg
What happens behind the scenes
PAX reads the shipment detail record and related line, lot, customer, and address data.
Document generation creates PDFs from existing records. It does not change shipment quantity, Sales Order status, inventory, invoice totals, or GL.
Saving export details updates only AES ITN and Export License on the shipment.
Troubleshooting
The shipment is not in the recent list
Likely cause: The recent list loads the latest shipments first and limits the initial unfiltered result.
Safe fix: Search by order number, customer, customer PO, or tracking number.
Contact support if: A known shipment cannot be found by search.
The invoice button asks which invoice to print
Likely cause: The order has more than one invoice, usually because it shipped in more than one shipment.
Safe fix: Select the invoice that matches the document needed.
Contact support if: The expected invoice is missing.
Reprint FedEx Label is not shown
Likely cause: The shipment does not have a saved FedEx label.
Safe fix: Use available shipment documents or confirm whether the label was generated outside PAX.
Contact support if: A FedEx label was generated in PAX but is not available to reprint.