Field descriptions: Mass shipment creation

Criteria

Field Description
Company

The company associated with the stock site.

Delivery mode The type of delivery on the sales order: Air, Mail, Rail, Road, or Sea.
From order number
To order number
The sales order reference for the shipment you want to generate. All shipments within this range associated with the stock site and company are displayed.
From sold-to customer
To sold-to customer
Range of customers the sales orders are for.
Incoterms® rule The type of Incoterms® agreed upon between seller and buyer.

Latest shipping date The latest date a shipment can be dispatched.
Stock site

The stock site associated with the shipment.

Advanced selection

Field Description
Amount excl. tax The total amount for the order line without tax based on the confirmed quantity.
Amount incl. tax The total amount for the order line with tax based on the confirmed quantity.
Available stock The quantity of items available in stock.
Confirmed qty. The quantity of items that can be shipped or manually updated.
Customer satisfaction

The percentage of what will be delivered against what was initially expected in the sales order. This percentage is calculated by dividing the sum of the quantity that can be delivered by the quantity that was required in the sales order, but not yet delivered.

Item The item name.
Order number The sales order reference.
Qty. to ship The remaining quantity of stock items to ship based on the sales order.
Remaining stock The quantity of stock items available after shipping the items requested in the sales order.
Shipment amount including tax

The total amount, with tax, for all shipments selected in the grid.

Shipping date
The shipping date planned in the sales order.
Shortage The quantity of items missing in stock. It is displayed when the quantity ordered is greater than the quantity in stock.
Sold-to customer The customer the sales order is for.
Stock availability

The different statuses regarding stock availability by item.

  • Available: There is enough stock to ship your orders.
  • Shortage: Stock is insufficient.
  • Not available: There is no stock at all to ship your orders.

View each individual status for more information about quantities and delivery.

Total demand The total quantity by item required in the selected sales order.

Sales order line detail panel

Quantities

Field Description
Available stock The quantity of items available in stock.
Confirmed qty. The quantity of items that can be shipped or manually updated.
Qty. to ship The remaining quantity of stock items to ship based on the sales order.
Shortage The quantity of items missing in stock. It is displayed when the quantity ordered is greater than the quantity in stock.
Stock availability

The different statuses regarding stock availability by item: Available, Not available, Shortage.

Delivery

Shipping

Field Description
Do-not-ship-before date
Do not-ship-after date

Earliest and latest dates for the shipment to be dispatched.

  • Do-not-ship-before date: The shipment cannot be shipped before this date.
  • Do not-ship-after date: The shipment cannot be shipped after this date.
Shipping date The dispatch date planned in the sales order.
Sold-to customer Customer the sales order is for.

Delivery

Field Description
Delivery lead time

The average delivery lead time in days.

Example: The earliest date the customer can receive their items is April 4. The delivery lead time is 3 days. You shouldn't ship the items before April 1 to make sure the customer does not receive the items before April 4.
Or, the latest date the customer can receive their items is April 29. The delivery lead time is 3 days. You shouldn't ship the items after April 26. To make sure the items are delivered before April 29, enter an earlier date, for instance, April 24.

Delivery mode

The type of delivery selected in the sales order: Air, Mail, Rail, Road, or Sea.

Delivery modes are managed in the Delivery mode page.

Expected delivery date Date in which the shipment should arrive to its recipient.
Incoterms® rule The type of Incoterms® agreed upon between seller and buyer.
Requested delivery date Defaults to the sales order date. If the customer requires a delivery on another date, you need to enter it. The shipping and delivery dates update consequently.

Ship-to address

Address and phone number of the customer the sales order is shipped to.