Connect Order Lines

Explanation

This activity is used to connect order lines to a shipment. Order lines are connected to the shipment using the Connect to Shipment right mouse button option on the Shipment/Available Order Lines tab. You can only view the available order lines which are in the Released, Reserved, or Partially Delivered status that have the same customer, delivery address, ship via and delivery terms as the shipment.

When connecting the order lines it will be useful to note the following:

• The supply code for customer order lines must not be Purch Order Dir, Int Purch Dir, Not Decided and Service Order.
• The contents of each address line must match the address stated in the shipment, not only the delivery address ID itself.

Once you have connected the desired order lines to the shipment, they will be available on the Shipment/Connected Order Lines tab. From this point, you can perform all the necessary shipment activities on the connected order lines.

Prerequisites

• The shipment must be in the Preliminary status to connect the lines.

Note: If required, you can reverse a shipment from the Complete status to the Preliminary status, but not from the Closed status to the Preliminary status.

System Effects

• As a result of this activity, order lines will be connected to the shipment.

Window

Shipment 

Related Window Descriptions

Shipment
Shipment/Available Order Lines

Procedure

1. Click the Available Order Lines tab to view all the available order lines that are not yet connected to any shipment.
2. Mark the order lines you want to connect to the shipment. Right-click on the marked order lines and then click Connect to Shipment. The order lines will then be removed from the Available Order Lines tab and displayed on the Connected Order Lines tab.

Note: Alternatively, you can also automatically connect order lines to an existing shipment when an order is released or when the pick list is created. However this is only possible if the order line has the Shipment Creation option as Add to Existing Shipment at Order Release, Create New Shipment at Order Release, Add to Existing Shipment at Pick List Creation, or Create New Shipment at Pick List Creation which which can be defaulted from the Customer/Address/Order Address Info tab or from the Customer Order header.