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Shipping Orders

This job aid contains instructions related to preparing and confirming shipments in MYOB Acumatica.

Creating a Shipment for an Order

  1. Open the Sales Orders (SO301000) form.

  2. In the Order Type box, select the order type of the order for which you want to create a shipment.

  3. In the Order Nbr. box, select the reference number of the order for which you want to create a shipment.

  4. On the form toolbar, click Create Shipment.

  5. In the Specify Shipment Parameters dialog box, which appears, specify the date of the shipment and the source warehouse. Click OK to close the dialog box.

  6. On the Shipments (SO302000) form, which opens, check the settings on the Shipping tab, and make any needed changes.

  7. On the Packages tab, manually specify the packages to ship, or review the system's automatically specified packages if you have configured automatic packaging.

  8. On the form toolbar, click Save.

 

Creating Shipments for Multiple Orders

  1. Open the Process Orders (SO501000) form.

  2. In the Action box, select Create Shipment.

  3. Select the unlabelled check boxes next to the orders that you want to process in the table.

  4. Click Process on the form toolbar.

  5. In the Processing dialog box, click Close when processing completes.

 

Finding and Reviewing a Shipment Linked to an Order

  1. Open the Sales Orders (SO301000) form.

  2. In the Order Type box of the Summary area, select the order type of the order for which you want to review the shipment.

  3. In the Order Nbr. box, select the reference number of the needed order.

  4. On the Shipments tab, click the Document Nbr. link in the needed row in the table.

  5. Review the shipment on the Shipments (SO302000) form, which opens.

 

Confirming a Shipment

  1. Open the Shipments (SO302000) form.

  2. In the Shipment Nbr. box, select the reference number of the needed shipment.

  3. If required, specify the Control Quantity for the shipment.

  4. On the form toolbar, click Confirm Shipment. Once the operation completes successfully, the system changes the status of the shipment to Confirmed.

  5. If the processed shipment is of the Transfer type, to complete the confirmation of the shipment, on the form toolbar, click Update IN to generate an inventory two-step transfer transaction and to move the stock out of the source warehouse.