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Shipments

Form ID: (SO302000)

This form is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.


You can use this form to create shipment documents for a sales order or for multiple sales orders of the same customer, as well as to view shipments that the system has automatically generated for sales orders.

In This Topic [Hide/Show]

Back to TopForm Toolbar

The form toolbar and More menu include the buttons and commands described below.

Command Description
Confirm Shipment Changes the shipment status to Confirmed.
Also, the system attaches the file with carrier labels in the Files column on the Packages tab of the current form.
Correct Shipment Reopens the confirmed shipment if it was not billed.
Email Shipment Generates an email with the shipment confirmation in accordance with the SHIPMENT mailing settings of this customer.
Generate PO Receipt Generates a purchase receipt with details copied from the shipment.
This command appears only if the ''''Inter-Branch Transactions'''' feature is enabled on the Enable/Disable Features (CS100000) form and only for customers that have been extended form a company or branch.
This command is available when all of the following conditions are met:
  • The shipment has the Confirmed, Invoiced, or Completed status.
  • The shipment operation is Issue.
  • No purchase receipts have been created for the shipment.
Get Return Labels Generates labels for returns.
Hold Changes the status of the shipment to On Hold. You click this button when you want to make changes in the shipment or to pause its processing.
Open Pacejet Workbench Opens the Pacejet Workbench in a new browser window, where the user can complete the processing of the shipment in Pacejet.The command appears only if the following conditions are met:
  • The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with a Pacejet carrier is specified in the Ship Via box on the Shipping tab (Shipping Information section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Prepare Invoice Creates an invoice for the shipment and changes the shipment status according to the processing workflow.
If a sales order related to the shipment contains at least one negative unbilled line with a non-stock item that does not require a shipment, the system will add this line to an invoice on the Invoices (SO303000) form even if it will lead to a negative invoice balance. This invoice will have the On Hold status, regardless of the state of the Hold Orders on Entry check box on the Order Types (SO201000) form.
If the created invoice contains a cash discount, it is calculated automatically by the system. For details, see Setup and Calculation of Cash Discounts.
Print Labels Opens the Carrier Labels (SO645000) form that shows the labels created for the particular shipment. You can print the labels from this form by clicking Print on the form toolbar.
If the DeviceHub tool application is set up and the default printer is configured for the Carrier Labels (SO645000) printing form, the labels are printed via the DeviceHub. The printed form also opens for information in the new browser tab.
This command appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Print Commercial Invoices Opens the Commercial Invoices (SO645010) form where you can print the commercial invoice for an international shipment—that is, a shipment for which the ShipEngine, EasyPost, or Pacejet carrier is specified in the Ship Via box on the Shipping tab and an address outside of the domestic region is specified on the Addresses tab of current form.
This command appears only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Print Pick List Brings up the Pick List (SO644000) report for the shipment, material issue, or material shipment so you can print it.
Once a pick list has been generated and printed for the source document, this document won’t appear on the Process Shipments (SO503000) form for the Print Pick List action unless the Show Printed check box is selected.
Print Shipment Confirmation Navigates to the Shipment Confirmation (SO642000) report for the shipment or material shipment so that you can print it.
Print Material Issue Confirmation Navigates to the Shipment Confirmation (SO642000) report for the material issue so that you can print it.
This command appears only if the Material Management feature is enabled on the Enable/Disable Features (CS100000) form.
Remove from Worksheet Removes the shipment from the worksheet generated for wave or batch picking. You can remove the shipment only if both of the following conditions are met:
  • The worksheet has the Picked status on the Picking Worksheets (SO302500) form.
  • The shipment or material shipment has no details specified in the Contents of Selected Package table on the Packages tab of the Shipments (SO302000) form.
If you remove the shipment from a worksheet, the system will reset all picked quantities of the shipment to 0.
This command appears only if the Advanced Picking feature is enabled on the Enable/Disable Features (CS100000) form.
Remove Hold Changes the status of the shipment from On Hold to Open. You click this button when the shipment is ready for further processing.
Send to Pacejet Sends the shipment details to Pacejet.This command appears only if the Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
Show Pick List Opens the Pick List dialog box with the details of a single-shipment pick list created for this shipment.
This command appears only if the Paperless Picking feature is enabled on the Enable/Disable Features (CS100000) form, and available if the single-shipment pick list is created for the shipment.
Update IN Generates an inventory transaction depending on the shipment type and operation. The generated inventory transaction will be released automatically if the Automatically Release IN Documents check box is selected on the Sales Orders Preferences (SO101000) form.
Update Shipment with Pacejet Data Retrieves the documents generated for the shipment in Pacejet and attaches them to the shipment. The system changes the Pacejet Status of the shipment on the Shipping tab of the current form to Completed.This command appears only if the Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
Validate Addresses Validates the addresses through integration with a specialized third-party software or service.
This command appears only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Void Shipment in Pacejet Deletes the shipment in the Pacejet carrier service and changes its Pacejet Status on the Shipping tab of the current form to Not Submitted. This command appears only if the Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
View Manifest/Scanform Opens the manifest document in the browser or initiates a download of the document in the PDF format.

Back to TopAddress Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company’s address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

  • If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
  • You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating Acumatica ERP with Web Map Services.

Element Description
Enter a Location A box for searching for the company’s address.
You can do the following by using this box:
  • Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
  • Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.
The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.
In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel Closes the dialog box and cancels the selection of the company address.

Back to TopPick List Dialog Box

This dialog box is available only for shipments for which a single-shipment pick list has been created. You use this dialog box to view the details of the pick list.

Element Description
Pick List Nbr. The reference number of the pick list.
Status The status of the pick list.
Priority The priority of the picking list which shows the urgency of the picking. This column can have the following values:
  • Urgent
  • High
  • Medium
  • Low
Automatic Shipment Confirmation A check box that indicates (if selected) that when the picker confirms a pick list on the Pick, Pack, and Ship (SO302020) form, the system automatically confirms the related shipment. This check box can be selected for single-shipment pick lists only.
If the check box is cleared, the picker has to confirm the pick list on the Pick, Pack, and Ship (SO302020) form and then confirm the shipment on the Shipments (SO302000) form.
The system copies the state of the check box from the Confirm Shipments on Pick List Confirmation check box on the Create Pick Lists (SO503050) form.
Path Length The total length of the path that a picker will pass while picking the pick list.
Assigned Picker The user account of a picker to whom the manager has assigned the pick list.
Actual Picker The user account of a picker who picked the items in the pick list.
The table toolbar has only standard buttons.
Location The particular warehouse location of items included in pick list.
Inventory ID The inventory ID of the item being picked.
Subitem The subitem code for particular quantities of the item, which is used if the item comes in different sizes, colors, or other variations.
Lot/Serial Nbr. The lot or serial number of particular items of the item.
Quantity The quantity of the item in the pick list.
UOM The unit of measure used for the item in the pick list.
Expiration Date The expiration date of the item, if it is traced for this inventory ID.
Picked Quantity The quantity of item that has already been picked.
Tote ID The ID of a tote that has been assigned to this item.
The dialog box has the following buttons.
Delete Pick List Deletes the pick list. This button is available for pick lists with the On Hold, Assigned, Added in Queue, Picked, and Returned to Queue statuses. When the pick list is deleted, the shipment can be selected on the Manage Picking Queue (SO503075) form again to create another pick list.
Close Closes the dialog box.

Back to TopSummary Area

In the Summary area, you can specify general information about the shipment document.

Element Description
Shipment Nbr. The unique reference number of the document, which is automatically generated by the system in accordance with the numbering sequence assigned to shipments on the Sales Orders Preferences (SO101000) form.
Mat. Issue Nbr. The unique reference number of the document, which is automatically generated by the system in accordance with the numbering sequence assigned to shipments on the Sales Orders Preferences (SO101000) form.
This box appears only for a document of the Material Issue type.
Type The type of the shipment document, which can be one of the following options:
  • Shipment: A document for normal shipments used to fulfill sales orders.
  • Transfer: A document for transfers between warehouses.
  • Material Issue: A document for dispatching materials from a warehouse to a project site.
    • This option appears only if the Material Management feature is enabled on the Enable/Disable Features (CS100000) form.
  • Material Shipment: A material shipment document.
    • This option appears only if the Material Management feature is enabled on the Enable/Disable Features (CS100000) form.
Status The status of the document, which can be one of the following options:
  • On Hold: Indicates that the shipment is on hold, which means that additions and changes can be made and shipment quantities do not affect the item availability. The Hold Shipments on Entry check box, located on the Sales Orders Preferences (SO101000) form, controls whether this check box is selected by default.
  • Open: The shipment is being prepared, and you can print a pick list for a specific shipment (or for multiple shipments). The shipment is still open while items are being picked and packed. After the shipment is packed, if authorization is required at this stage, you can print a shipment confirmation document by using the Shipment Confirmation (SO642000) report.
  • Confirmed: The shipment has been confirmed as shipped.
  • Invoiced: A Sales Orders invoice has been generated for the shipment.
  • Completed: A Sales Orders invoice prepared for the shipment has been released.
Operation The inventory operation to be performed for this shipment: Issue or Receipt.
Shipment Date The date on which the items in the document were shipped. By default, the system inserts the date the shipment is created. You can manually change this date before confirming the shipment.
Date The date when the items in the material issue were shipped. By default, the system inserts the date the material issue is created. You can manually change this date before confirming the material issue.
This box appears only for a document of the Material Issue type.
Description A brief description of the document.
Customer The customer to whom the goods specified in the document should be shipped.
This box does not appear for transfers.
The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Location The customer location to receive the shipment.
This box appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Warehouse ID The warehouse from which the goods should be shipped.
This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Description The description of the document.
Inventory Ref. Nbr. The reference number of the inventory issue generated on confirmation of the material issue.
This box appears only for a document of the Material Issue type.
Total Quantity The quantity of goods dispatched.
This box appears only for documents of the Material Issue or Material Shipment type.
To Warehouse The warehouse to which the goods should be shipped in case of a transfer.
This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form and is available only for transfers.
Shipped Quantity The quantity of goods shipped.
Shipped Weight The weight of the goods shipped.
Shipped Volume The total volume of the items in the shipment.
Packages The number of boxes included in this shipment.
Package Weight The total weight of the shipment that includes the weight of boxes (for boxes determined automatically).
Control Quantity The control value, which you manually enter as a value equal to the shipped quantity if the Validate Shipment Total on Confirmation check box has been selected on the Sales Orders Preferences (SO101000) form.

Back to TopDetails Tab

This tab displays the details of one or more sales orders that will be fulfilled by this shipment. If lot or serial numbers were specified for the items on the sales orders, item quantities are split by their lot or serial numbers.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Line Details Opens the Line Details dialog box, so that you can specify the locations, or lot or serial numbers for the units of the item. For items for which lot or serial numbers are tracked with the When Received assignment method specified on the Lot/Serial Classes (IN207000) form, you can select units with specific lot or serial numbers. For items with the When Used assignment method, you can generate or specify manually the lot or serial numbers for the units to be shipped.
This button appears if any of the following features is enabled on the Enable/Disable Features (CS100000) form: Sales Order to Purchase Order Link, Lot and Serial Tracking, or Multiple Warehouse Locations.
Add Order Opens the Add Sales Order dialog box so that you can add to the shipment the selected items from other sales orders of the same customer.
Inventory Summary Navigates to the Inventory Summary (IN401000) form, so you can view detailed information about stock items available at warehouses.

Table Columns

Column Description
Order Type The type of the document, which is one of the predefined order types or a custom order type defined on the Order Types (SO201000) form.
Document Type The type of the record to which the material issue is related.
This column appears only for shipments of the Material Issue or Material Shipment type.
Document ID The identifier of the record to which the material issue is related.
This column appears only for shipments of the Material Issue or Material Shipment type.
Order Nbr. The reference number of the document.
Inventory ID The inventory ID of the item being shipped.
Subitem The subitem code for particular quantities of the item, which is used if the item comes in different sizes, colors, or other variations.
This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Free Item The free item earned by the customer, if applicable.
This column does not appear for transfers.
Warehouse The warehouse from which the item is shipped.
This column appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Location The location in the warehouse from which the item is shipped.
This column appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
UOM The unit of measure used for the item in shipment.
Shipped Qty. The quantity of the item to shipped.
Issued Qty. The quantity of the item moved.
This column appears only for shipments of the Material Issue type.
Ordered Qty. The quantity of the item ordered.
Open Order Qty. The quantity of the item to be shipped for a sales order.
Picked Qty. The quantity of the item that has been picked.
The quantity is calculated in the line’s UOM.
Packed Qty. The quantity of the item packed in the boxes.
The quantity is calculated in the line’s UOM.
Lot/Serial Nbr. The lot or serial number of particular items of the item.
This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Expiration Date The expiration date of the item, if it is traced for this inventory ID.
Reason Code The reason code used of the item being shipped or moved (for a material issue).
Description The description of the inventory item being shipped or moved (for a material issue).
Inventory Source The source of inventory for the line, which can be either Free Stock or Project Stock. The system inserts the option copied from the corresponding material line on the Project Materials (PM306500) form.
This column appears only if the type of the shipment is Material Issue and the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
PM Transaction The identifier of the project transaction.
The system creates the project transaction and inserts the value when the material issue is confirmed if the line has the None provisioning source on the Project Materials (PM306500) form.
This column appears only the shipment has the Material Issue type. By default, this column is hidden.
Shipment Nbr. The reference number of this shipment in which the line item is listed.
Line Nbr. The line number of the shipment.
Order Line Nbr. The order’s line number that matches this shipment line.
Original Qty. The item’s quantity in the original order.
Gift Message The gift message that was added to the item purchased in the BigCommerce store along with the gift wrapping.
This column is available in the Column Configuration dialog box if the BigCommerce Connector feature is enabled on the Enable/Disable Features (CS100000) form. This column is hidden by default.
Associated Order Line Nbr. The order line number of the item purchased in the BigCommerce store to which the gift wrapping in the current line pertains.
This column is available in the Column Configuration dialog box if the BigCommerce Connector feature is enabled on the Enable/Disable Features (CS100000) form. This column is hidden by default.

Line Details Dialog Box

By using this dialog box, you can view how the specified on the line quantity of the item can be distributed between locations available in the warehouse selected in the Warehouse ID box in the Summary area of the form and you can select the locations, subitems, and lot or serial numbers (from those available in the selected warehouse) for the item’s quantity. Also, you can generate and assign lot/serial numbers to the specified quantities of the stock item if relevant. Whether lot or serial numbers should be generated when the item is received or used depends on the Assignment Method option selected for the lot/serial class of the item on the Lot/Serial Classes (IN207000) form.

This dialog box is available if at least one of the following features is enabled on the Enable/Disable Features (CS100000) form: Multiple Warehouse Locations, Inventory Subitems, or Lot Serial Tracking.

The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.

The Line Details dialog box includes the following elements.

Element Description
Unassigned Qty. The quantity of the inventory item that has no lot or serial numbers assigned.
Quantity to Generate The quantity of the inventory item for which lot or serial numbers should be generated.
Start Lot/Serial Number The lot or serial number to be used as a start number.
This element appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Generate A button that you click to initiate the generation of lot or serial numbers.
This button appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
The dialog box includes a table with the following columns.
The table toolbar has only standard buttons.
Subitem The subitem for the inventory item received, if subitems are used in your system.
This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
Inventory ID The inventory ID of the item being shipped.
Location The location in the warehouse that is selected in the Warehouse ID box in the Summary area.
This column appears only if the Multiple Warehouse Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Lot/Serial Nbr. The serial number of the unit of inventory item or the lot number of the specified quantity of inventory item; you can select from the serial or lot numbers available for the selected warehouse.
This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Quantity The quantity of the stock item with the same subitem code and the same lot/serial number. It is 1 for an item with a serial number.
UOM The unit of measure (UOM) for the specified quantity of the stock item.
Picked Qty. The quantity of the item that has been picked.
Packed Qty. The quantity of the item packed in the boxes.
Expiration Date The expiration date of the specified quantity of the stock item.
This column appears only if the Lot and Serial Tracking feature is enabled on the Enable/Disable Features (CS100000) form.
Description The description of the inventory item being shipped.
The dialog box has the following button.
OK Saves the records generated.

Add Sales Order Dialog Box

You use this dialog box to add items from a selected sales order of the same customer to the shipment. In this dialog box, you can select only those orders that have the same customer location as the location you have specified in the shipment.

You can add items from sales orders of the same customer regardless of whether sales orders of this type must be shipped separately or not. (The Ship Separately check box can be selected or cleared on the Shipping tab of the Sales Orders (SO301000) form.) The dialog box has a Selection area and the Details area.

Element Description
The Selection area consists of the following elements.
Operation The operation to be performed with the inventory: Issue or Return.
Order Type The type of order to be added to the shipment.
Order Nbr. The reference number of the order.
The Details area has the following elements.
Selected A check box that you select to include the line into the shipment.
Inventory ID The inventory ID of the item being shipped.
Subitem The subitem code for particular quantity of the item, which is used if the item comes in different sizes, colors, or other variations.
This column appears only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form.
The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your Acumatica support provider.
UOM The unit of measure used for the item in shipment.
Lot/Serial Nbr. The lot or serial number of the particular item.
Sched. Ship.Date The scheduled shipment date for the added order line.
Quantity The quantity of the item ordered on the line of the sales order.
Line Description The description provided for the line of the sales order.
The dialog box has the following buttons.
Add Adds the selected items.
Add & Close Adds the selected items and closes the dialog box.
Cancel Cancels the changes and closes the dialog box.

Back to TopOrders Tab

The Orders tab of the form has a table with the orders this shipment fulfills.

The table toolbar has only standard buttons.

Column Description
Order Type The type of the order.
Order Nbr. The reference number of the sales or transfer order.
Shipped Qty. The quantity of goods shipped in accordance with the order.
Shipped Weight The weight of the goods shipped in accordance with the order.
Shipped Volume The volume of the goods shipped in accordance with the sales or transfer order.
Invoice Type The type of invoice used to bill the customer for the goods shipped for the sales order.
Invoice Nbr. The reference number of the invoice used to bill the customer for the goods shipped.
Inventory Doc. Type The type of the inventory document that lists the items for this shipment.
Inventory Ref. Nbr. The reference number of the inventory document that lists the items for this shipment.

Back to TopReceipts Tab

This tab, which appears only for shipments of the Transfer type, lists all purchase receipts of the Transfer Receipt type created on the Purchase Receipts (PO302000) form for this shipment.

On this tab, you can click the link to any of the shipment’s transfer receipt and check which items in the receipt have been received at the destination warehouse.

The table toolbar has only standard buttons.

Column Description
Receipt Type The type of the receipt.
Receipt Nbr. The reference number of the transfer receipt, which is also a link you can click to view the transfer receipt on the Purchase Receipts (PO302000) form.
Status The status of the transfer receipt.
Date The date of the transfer receipt.
Post Period The post period of the transfer receipt.
Total Qty. The total quantity of transferred items.
Warehouse The warehouse from which the goods are transferred.
Inventory Doc. Type The type of the inventory document that lists the items of this transfer receipt.
Inventory Ref. Nbr. The reference number of the inventory document, which is also a link you can click to view the items of this transfer receipt.

Back to TopShipping Tab

This tab contains shipping information, including the ship-via code, the free on board (FOB) point, the freight cost, and the carrier’s shipping and delivery settings. If an integration between Acumatica ERP and a carrier is configured, you can update the carrier rates for the scheduled shipment by clicking the Shop for Rates button.

Ownership Section

Element Description
Workgroup The workgroup to approve the shipment.
Owner The employee assigned to approve the document.

Broker Info Section

This section appears only if the following conditions are met:

  • The Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.
  • In the Ship Via box on the current tab (Shipping Information section), a ship-via code is selected that has the following settings on the Ship via Codes (CS207500) form:
    • The External Plug-In check box is selected in the Summary area.
    • In the Carrier box on the Details tab, a carrier is specified for which the FedEx carrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
    • In the Service Method box, the INTERNATIONAL_PRIORITY, INTERNATIONAL_ECONOMY, or FEDEX_GROUND option is selected.
Element Description
Broker The identifier of a freight broker who escorts goods in international shipments and resolves shipping issues.
When the shipment is confirmed, the broker settings are sent to the FedEx carrier service.

Intercompany Purchase Section

This section appears only if the Inter-Branch Transactions feature has been enabled on the Enable/Disable Features (CS100000) form and the customer has been extended from a company or branch.

Element Description
Related PO Receipt Nbr. The link to the purchase receipt generated for the shipment that was created for an intercompany sales order.
Exclude from Intercompany Processing The check box indicates (if selected) that a shipment for an intercompany sales order will not be processed as an intercompany document. That is, it will not be displayed on the Generate Intercompany Purchase Receipts (PO504000) form and the Intercompany Goods in Transit (IN402010) inquiry form.

Shipping Information Section

Element Description
Ship Via The carrier used for shipping the goods.
Shop for Rates Opens the Shop for Rates dialog box, where you can compare current rates for the shipment offered by integrated carriers and select the most suitable carrier. Additionally, you can manually select the boxes for the order or view the automatically suggested packages if the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form.
Will Call A read-only check box that indicates (if selected), that the customer picks the goods from the warehouse. If the check box is cleared, the common carrier is to be used for shipping goods.
If the Ship Via box is empty, the check box is selected. If a Ship Via code is specified in this section, the state of this check box directly corresponds to the state of the Common Carrier check box for the selected Ship Via code on the Ship via Codes (CS207500) form.
Freight Class The freight class to be used for calculating the freight rate for the shipment if a UPS Ground service method is used in the Ship Via code that is configured for UPS. The service method of the ship-via code is specified in the Service Method box of the Ship via Codes (CS207500) form.
FOB Point The point where the title of goods passes to the customer.
Shipping Terms The shipping terms used in relations with the customer.
Shipping Zone ID The shipping zone of the customer.
Terms of Sale (Incoterms) The incoterms used by customs to identify the party responsible for the international taxes and duties. The EasyPost carrier service defines whether the customer or vendor is responsible for the import fees of the shipment according to the selected incoterms:
  • CFR - Cost and Freight: Customer
  • CIP - Carriage and Insurance Paid To: Customer
  • CPT - Carriage Paid To: Customer
  • DAP - Delivered at Place: Customer
  • DAT - Delivered at Terminal: Customer
  • DDP - Delivered Duty Paid: Customer
  • DDU - Delivered Duty Un-Paid: Vendor
  • EXW - Ex Works: Customer
  • FCA - Free Carrier: Customer
  • FAS - Free Alongside Ship: Customer
  • FOB - Free on Board: Customer
This box appears only if the following conditions are met:
  • The EasyPost feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with an EasyPost carrier is specified in the Ship Via box of this section. An EasyPost carrier is a carrier for which the PX.EasyPostCarrier.EasyPostCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Billing Reference # (DHL) The DHL label, which is a reference number that enables DHL eCommerce’s grouped invoicing feature. By using this box, the customer can view the reference number on the bill from DHL.This box appears only if the following conditions are met:
  • The EasyPost feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with an EasyPost carrier is specified in the Ship Via box of this section. An EasyPost carrier is a carrier for which the PX.EasyPostCarrier.EasyPostCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Delivery Confirmation The delivery confirmation type.
This column appears if the following conditions are met:
  • The EasyPost, Shipengine, or Stamps.com feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with an EasyPost, Shipengine, or Stamps.com carrier is specified in the Ship Via box of this section. A carrier has the following type if the noted plug-in is selected in the Plug-In box on the Carriers (CS207700) form:
    • An EasyPost carrier: PX.EasyPostCarrier.EasyPostCarrier
    • A ShipEngine carrier:PX.ShipEngineCarrier.ShipEngineCarrier
    • A Stamps.com carrier: PX.StampsCarrier.StampsCarrier
In this box, you can select one of the following options:
  • None: No confirmation is requested. This option appears for the EasyPost, Shipengine, or Stamps.com carrier.
  • No Signature: Delivery confirmation is requested without a signature. This option appears for the EasyPost or ShipEngine carrier.
  • Signature: A non-authorized signature (from someone at the delivery address) is required for the shipment to be delivered. This option appears for the EasyPost, ShipEngine, or Stamps.com carrier.
  • Adult Signature: Delivery requires a signature of the addressee only, who must be 21 years of age or older. This option appears for the EasyPost, ShipEngine, or Stamps.com carrier.
  • Adult Signature Restricted Delivery: Delivery requires a signature of the specific addressee only, who must be 21 years of age or older. This option appears for the Stamps.com carrier.
  • USPS Delivery Confirmation: USPS delivery confirmation is required for the shipment to be delivered. This option appears for the Stamps.com carrier.
  • Direct Signature: Delivery requires a signature from someone at the delivery address. This option appears for the ShipEngine carrier.
Endorsement The endorsement service that a customer can request upon a failed delivery of an order.
The following options of the service are possible:
  • No Endorsement Service: Does not provide any service
  • Address Service Requested: Provides forwarding and address correction services for the order when possible
  • Forwarding Service Requested: Provides new address notification with returns of the order
  • Change Service Requested: Provides address correction services without forwarding or return the order
  • Return Service Requested: Provides address correction services and always returns the order
  • Leave if No Response: Provides the service of leaving the order if there is no response from a customer
This box appears only if the following conditions are met:
  • The EasyPost feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with an EasyPost carrier is specified in the Ship Via box in this section. An EasyPost carrier is a carrier for which the PX.EasyPostCarrier.EasyPostCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Freight Currency The currency to be used for the shipment freight. By default, it is the base currency. If you change this currency, the system determines the currency rate based on the currency rate type in the SO Freight Rate Type box on the Currency Management Preferences (CM101000) form.
This box does not appear for transfers.
This box displays only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form.
Freight Cost The freight cost of the shipment.
Refresh Freight Cost Initiates the updating of the freight cost for the shipment.
Invoice Freight Price Based On The document from which the system extracts data to calculate the freight price in the sales invoice created for the current shipment.
The default value of this box is Shipment. If the shipping terms are selected in the Shipping Terms box of the current tab, the system fills in this box automatically, based on the value of the Invoice Freight Price Based On box on the Shipping Terms (CS208000) form.
The box is read-only.
Override Freight Price A check box that indicates (if selected) that users can manually enter a freight price and select the price if this shipment meets either of the following conditions:
  • The Shipping Terms box on the current tab is empty.
  • The shipping terms selected in the Shipping Terms box on the current tab contain Shipment in the Invoice Freight Price Based On box on the Shipping Terms (CS208000) form.
The system will preserve the manually entered Freight Price value in the shipment and will not recalculate the value if the quantity or shipping settings are modified in the shipment lines.
This check box appears only if the Shipment option is displayed in the Invoice Freight Price Based On box.
Freight Price The amount of freight the customer will be charged for the shipment.
This box appears only if the Shipment option is displayed in the Invoice Freight Price Based On box.
Packaging Processed in External System A read-only check box that indicates (if selected) that the system does not check the license limit for the number of packages in the shipment. That is, the shipment can have any number of packages.
Additionally, the system applies the following rules to this shipment:
  • The Shop for Rates button becomes unavailable.
  • Carrier labels cannot be obtained. That is, if you click the Get Return Labels command on the More menu for the shipment, the system will display an error message stating that the system cannot provide the labels.
  • Even if the Auto-Packaging feature is enabled on the Enable/Disable Features (CS100000) form, the system does not apply the logic of auto-packaging when you change lines or packaging details in the shipment.
If the check box is cleared, the system enforces all existing license limits on the shipment and does not apply the additional rules.
The check box can be selected only when the shipment is being uploaded to the system in one of the following ways:
  • An API request
  • An import scenario
Pacejet Status The status of the shipment in Pacejet. This read-only box can contain one of the following options:
  • Not Submitted: The shipment has the Open status in Acumatica ERP and has not been submitted to Pacejet.
  • Workbench Processing: The shipment has been confirmed in Acumatica ERP and is now on the Pacejet Shipping Workbench.
  • Completed: The shipment has been confirmed in Acumatica ERP, completed on the Pacejet Shipping Workbench, and updated in Acumatica ERP.
The box appears only if the following conditions are met:
  • The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with a Pacejet carrier is specified in the Ship Via box on the current tab (Shipping Information section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Pacejet Workstation ID The identifier of the workstation that is used in Pacejet for printing the shipping documents if you process the shipment to completion in Pacejet.
The box appears only if the following conditions are met:
  • The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with a Pacejet carrier is specified in the Ship Via box on the current tab (Shipping Information section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.

Delivery Settings Section

This section contains various settings for shipments delivered via local and external carrier services.

Element Description
Skip Address Verification A check box that indicates (if selected) that the system does not send the address in the Ship-To Address section on the Addresses tab of the current form for verification in the EasyPost or ShipEngine carrier service when you confirm the shipment.
This box appears only if the following conditions are met:
  • The EasyPost, Stamps.com, or ShipEngine feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with an EasyPost or ShipEngine carrier is specified in the Ship Via box on the current tab (Shipping Information section).
    • An EasyPost carrier is a carrier for which the PX.EasyPostCarrier.EasyPostCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
    A Stamps.com carrier is a carrier for which the PX.StampsCarrier.StampsCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
    A ShipEngine carrier is a carrier for which the PX.ShipEngineCarrier.ShipEngineCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Use Customer’s Account A check box that you select to indicate that the account of the customer with the carrier should be charged for shipping. For exact usage of this option, refer to the website of the carrier.
This check box is available only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Insurance A check box that indicates (if selected) that insurance is required for the shipment.
Residential Delivery A check box that indicates (if selected) that the shipping address is a residential one.
Saturday Delivery A check box that indicates (if selected) that the shipment may be delivered on Saturday.
Additional Handling A check box indicating (if selected) that additional handling is required for the shipment. The check box may be useful if your items have non-standard packages, fragile parts, or irregular shapes.
Email Notifications A check box that indicates (if selected) that email notifications about the shipment’s status are sent to the recipient of the shipment.This check box appears only if the following conditions are met:
  • The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with a Pacejet carrier is specified in the Ship Via box on the current tab (Shipping Information section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Hazardous Materials A check box that indicates (if selected) that the carrier will receive a notification about hazardous materials in the shipment’s contents.This check box appears only if the following conditions are met:
  • The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with a Pacejet carrier is specified in the Ship Via box on the current tab (Shipping Information section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Preprint Return Labels A check box that indicates (if selected) that the carrier will receive a notification about the need for a return label in the returned shipment.This check box appears only if the following conditions are met:
  • The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with a Pacejet carrier is specified in the Ship Via box on the current tab (Shipping Information section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Delivery Instructions The instructions for the delivery. A user can manually specify the instructions to send to Pacejet.This box appears only if the following conditions are met:
  • The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with a Pacejet carrier is specified in the Ship Via box on the current tab (Shipping Information section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.

LTL/FTL Settings Section

This section contains settings for the shipments delivered with the less-than-truckload (LTL) shipping method via the Pacejet carrier service. The section appears only if the N/A or LTL/FTL option is selected in the Delivery Type box on the Ship via Codes (CS207500) form for the shipment's ship-via code.

Element Description
Lift Gate A check box indicating (if selected) that a lift gate is required for the shipment.
Inside Delivery A check box indicating (if selected) that the shipment must be delivered inside the customer’s location.
Limited Access A check box indicating (if selected) that the delivery location has limited access
Pro Bill Nbr. The pro bill number of the shipment. You can manually enter this number to send it to Pacejet when you confirm the shipment.

Back to TopShop for Rates Dialog Box

By using this dialog box (which appears when you click the Shop for Rates button), you can compare up-to-date freight charges by different carriers that are integrated with the system. You can select the carrier with the lowest charges and then adjust packages to minimize the charges further.

If the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form, the system automatically calculates the optimal set of packages for each order or shipment, and you can view and adjust them, if needed. If the Automatic Packaging feature is disabled, you have to define at least one package manually, otherwise the carrier would not be able to return you a valid rate.

To view all available shipping methods, clear the Available Rates filter set for the table by default.

Shop For Rates Dialog Box Elements

Element Description
Shipped Weight The total weight of the order in the base UOM—that is, the weight of the items included in the order. The base weight UOM is specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form.
Package Weight The gross weight of the package included in the order in the base UOM. The base weight UOM is specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form.

Carrier Rates Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Refresh Rates Refreshes the rates available through integration with the carrier system.

Carrier Rates Table Columns

This table displays the current rates that the different carriers will charge for the order.

Column Description
Selected A check box you can use to select the ship-via code (associated with the carrier) for the shipment.
Code The ship-via code associated with the carrier.
Description The description provided for the ship-via code of the carrier.
Amount The amount of freight charges for the sales order shipped via this carrier.
Days in Transit The number of days in transit for the shipment.
Delivery Date The date of the planned delivery of the shipment.

Packages Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Refresh Packages Recalculates packages selected in the Packages table for the carrier.
This button appears only if the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form.
Capture Weight Inserts the weighing result of the default scale of the user account into the Weight column of the table. The system copies this result from the Last Weight column on the Scales (SM206530) form.

Packages Table Columns

This table includes the list of boxes used for this order. If the items should be packed manually, you can select the boxes for packages and specify the weight of each package.

Column Description
Box ID The identifier of box used for the package.
Box Description The description provided for the box.
Editable Dimensions A check box that indicates (if selected) that the dimensions of the box can be changed—that is, you can change the values in the Length, Height, and Width columns of the current dialog box.
The state of this check box is copied from the state of the Editable Dimensions check box specified for the box on the Boxes (CS207600) form and cannot be edited.
Length The length of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The length, along with the width and height, defines the three-dimensional shape of the box.
Width The width of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The width, along with the length and height, defines the three-dimensional shape of the box.
Height The height of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The height, along with the width and height, defines the three-dimensional shape of the box.
Linear UOM The unit of measure (UOM) to be used to calculate the linear dimensions of packages that will be used in shipments of the company. The system copies this UOM from the Linear UOM box on the Companies (CS101500) form.
UOM The unit of measure for the weight of the box.
This box is read-only. The box displays the value specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form.
Weight The gross weight of the package, including the weight of the box. For an automatically created package, the weight of the box has been added automatically. For manual packages, you can enter the gross weight.
Box Weight The weight of the box used for the package.
Net Weight The net weight of the package, excluding the weight of the box.
Declared Value The estimated value of the package to be used for insurance calculation. The shipment’s insurance is calculated if the Insurance check box in the Delivery Settings section (Shipping tab) of the current form is selected.
C.O.D. Amount The amount to be charged by the carrier on delivery of the package.
The system sends this amount to the carrier service when the following ship-via codes are selected for the shipment:
  • A ship-via code with an EasyPost carrier. An EasyPost carrier is a carrier for which the PX.EasyPostCarrier.EasyPostCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
  • A ship-via code with an ShipEngine carrier. A ShipEngine carrier is a carrier for which the PX.ShipEngineCarrier.ShipEngineCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.

Shop for Rates Dialog Box Buttons

Button Description
OK Closes the dialog box and saves the information specified about the packages for the shipment.

Back to TopAddresses Tab

This tab contains the customer’s shipping contact and address that are used by a carrier who delivers the goods.

Ship-To Contact Section

This section is shown for shipments of all types except Material Issue.

Element Description
Override Contact A check box that you select to not use the default contact information and to type new contact information.
Account Name The legal business name of the customer to appear on the documents.
Attention The attention line as it is used in your company’s business letters, which would be used to direct the letter to the proper person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Email The email address of the customer shipping contact.
Business 1 The customer’s primary number.
Cell The customer’s cell number.

Issue-To Contact Section

This section is shown for a shipments of the Material Issue type.

Element Description
Override Contact A check box that you select to not use the default contact information and to type new contact information.
Account Name The legal business name of the customer to appear on the documents.
Attention The attention line as it is used in your company’s business letters, which would be used to direct the letter to the proper person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Email The email address of the customer shipping contact.
Business 1 The customer’s primary number.
Cell The customer’s cell number.

Ship-To Address Section

This section is shown for shipments of all types except Material Issue.

Element Description
Override Address A check box that you select to not include the default address information and to type new address information.
Address Lookup Opens the Address Lookup dialog box.
For the description of the dialog box, see Address Lookup Dialog Box.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration is not set up, the View on Map button is displayed instead.
Address Line 1 The first line of the billing address.
Address Line 2 The second line of the billing address.
City The customer’s city.
Country The customer’s country.
State The state or province of the customer.
Postal Code The postal code. An input mask for the postal code can be set on the Countries/States (CS204000) form.
Latitude The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.
This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of Acumatica ERP with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating Acumatica ERP with Avalara Avatax and Integrating Acumatica ERP with Vertex Tax Provider.
Longitude The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.
This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of Acumatica ERP with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating Acumatica ERP with Avalara Avatax and Integrating Acumatica ERP with Vertex Tax Provider.
Validated A check box that indicates (if selected) that the address has been validated through integration with a specialized third-party software or service.
This element appears only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.

Issue-To Address Section

This section is shown for a shipments of the Material Issue type.

Element Description
Override Address A check box that you select to not include the default address information and to type new address information.
Address Lookup Opens the Address Lookup dialog box.
For the description of the dialog box, see Address Lookup Dialog Box.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration is not set up, the View on Map button is displayed instead.
Address Line 1 The first line of the billing address.
Address Line 2 The second line of the billing address.
City The customer’s city.
Country The customer’s country.
State The state or province of the customer.
Postal Code The postal code. An input mask for the postal code can be set on the Countries/States (CS204000) form.
Latitude The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.
This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of Acumatica ERP with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating Acumatica ERP with Avalara Avatax and Integrating Acumatica ERP with Vertex Tax Provider.
Longitude The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.
This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of Acumatica ERP with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating Acumatica ERP with Avalara Avatax and Integrating Acumatica ERP with Vertex Tax Provider.
Validated A check box that indicates (if selected) that the address has been validated through integration with a specialized third-party software or service.
This element appears only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopPackages Tab

On this tab, you can view a table showing the packages (boxes) prepared and shipped with their tracking numbers specified (for carriers with which integration has been configured) for the shipment, and specify the contents of each box.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Refresh Packages Initiates recalculation of packages for the shipment. This button is available only if the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form.
Capture Weight Inserts the weighing result of the default scale of the user account into the Weight column of the table. The system copies this result from the Last Weight column on the Scales (SM206530) form.

Table Columns

Column Description
Confirmed A check box that indicates (if selected) that shipping of the box specified on the line has been confirmed.
If you specify the packaging details on the current form, you select or clear this check box manually.
If you specify the packaging details on the Pick, Pack, and Ship (SO302020) form, the system automatically selects this check box after the confirmation of the package on the Pick, Pack, and Ship (SO302020) form.
Box ID A box used for the package.
Type The type of package: Auto or Manual. Only automatically created packages (boxes) can be refreshed and re-packed.
Description The description of the item or description of the box contents; required for return labels.
Editable Dimensions A check box that indicates (if selected) that the dimensions of the box can be changed—that is, you can change the values in the Length, Height, and Width columns of the current tab.
The state of this check box is copied from the state of the Editable Dimensions check box specified for the box on the Boxes (CS207600) form and cannot be edited.
Length The length of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The length, along with the width and height, defines the three-dimensional shape of the box.
Width The width of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The width, along with the length and height, defines the three-dimensional shape of the box.
Height The height of a box of the type, expressed in the unit of measure specified in the Linear UOM column. The height, along with the width and height, defines the three-dimensional shape of the box.
Linear UOM The unit of measure in which the box dimensions are specified. The system copies this UOM from the Linear UOM box on the Boxes (CS207600) form.
The measurement system that is used by the integrated carrier is specified in the Carrier Units box on the Carriers (CS207700) form. If the linear UOM specified for the carrier differs from the company’s linear UOM, you must define the conversion rules between these units of measure on the Units of Measure (CS203500) form so that shipping rates can be calculated correctly.
Weight The gross weight of the package. For packages that have been suggested automatically (those with Auto selected in the Type column), the system added the weights of the boxes automatically. For each box added manually, the gross weight must be specified.
UOM The unit of measure for the weight of the box.
This box is read-only. The box displays the value specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form.
Declared Value The estimated value of the package to be used for insurance calculation. The shipment’s insurance is calculated if the Insurance check box in the Delivery Settings section (Shipping tab) of the current form is selected.
C.O.D. Amount The amount to be charged by the carrier on delivery of the package.
The system sends this amount to the carrier service when the following ship-via codes are selected for the shipment:
  • A ship-via code with an EasyPost carrier. An EasyPost carrier is a carrier for which the PX.EasyPostCarrier.EasyPostCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
  • A ship-via code with an ShipEngine carrier. A ShipEngine carrier is a carrier for which the PX.ShipEngineCarrier.ShipEngineCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Tracking Number The tracking number provided for the package by the carrier. The tracking number is available only if the integration with carrier is configured in your system.
Return Tracking Number The tracking number of the return package. This number is provided by the external carrier. The system automatically inserts this number when you click Get Return Labels on the More menu.
Tracking URL The tracking URL returned from the EasyPost, Pacejet, FedEx REST, UPS REST, and Stamps.com label purchase process.
This column appears if the following conditions are met:
  • The EasyPost, Pacejet, FedEx, UPS, or Stamps.com feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with an EasyPost, Pacejet, FedEx REST, UPS REST, or Stamps.com carrier service is specified in the Ship Via box on the Shipping tab (Shipping Information section).
    • An EasyPost carrier is a carrier for which the PX.EasyPostCarrier.EasyPostCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
    A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
    A FedEx REST carrier is a carrier for which the PX.FedExRestCarrier.FedExRestCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
    A UPS REST carrier is a carrier for which the PX.UpsRestCarrier.UpsRestCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
    A Stamps.com carrier is a carrier for which the PX.StampsCarrier.StampsCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
EEL/PFC (EasyPost) The code that indicates the value of the goods shipped.
This column appears if the following conditions are met:
  • The EasyPost feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with an EasyPost carrier is specified in the Ship Via box on the Shipping tab (Shipping Information section). An EasyPost carrier is a carrier for which the PX.EasyPostCarrier.EasyPostCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Custom Ref. Nbr. 1 An auxiliary reference code that will appear on the carrier label for the box.
You specify a value in this column according to the reference list of the carrier service.
For details on the reference codes for the EasyPost carrier service, see API Documentation.
For details on the reference codes for the ShipEngine carrier service, see Custom Label Messages.
Custom Ref. Nbr. 2 An additional auxiliary reference number that will appear on the carrier label for the box.
You specify a value in this column according to the reference list provided by the carrier service.
For details on the reference codes for the EasyPost carrier service, see API Documentation.
For details on the reference codes for the ShipEngine carrier service, see Custom Label Messages.
Non-Standard Container A check box that indicates (if selected) that the carrier will receive a notification about the nonstandard dimensions of the container for the package.This column appears only if the following conditions are met:
  • The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with a Pacejet carrier is specified in the Ship Via box on the Shipping tab (Shipping Information section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Additional Handling A check box that indicates (if selected) that the carrier will receive a notification about the need for additional handling for the package.This column appears only if the following conditions are met:
  • The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with a Pacejet carrier is specified in the Ship Via box on the Shipping tab (Shipping Information section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
SSCC The serialized shipping container code (SSCC), which is used to identify, scan, and track the container in the retail chain.This column appears only if the following conditions are met:
  • The Pacejet feature is enabled on the Enable/Disable Features (CS100000) form.
  • A ship-via code with a Pacejet carrier is specified in the Ship Via box on the Shipping tab (Shipping Information section). A Pacejet carrier is a carrier for which the PX.PacejetCarrier.PacejetCarrier plug-in is selected in the Plug-In box on the Carriers (CS207700) form.
Invoice Number The number of the invoice prepared for a sales order with international shipping. You specify this number to provide the Stamps.com carrier service with the details required for the customs declaration. This column is empty by default.
By default, this column is hidden.

Contents of Selected Package Table

In this table, you specify and review the details of the inventory items that have been packed in the box that is currently selected in the upper table of this tab.

If the Automatic Packaging feature is enabled on the Enable/Disable Features (CS100000) form, the system clears the package contents on the recalculation of the packages for the shipment.


The table toolbar has only standard buttons.

Column Description
Shipment Split Line Nbr. The number of the line split in the shipment document.
Inventory ID The inventory ID of the item packed in the selected box.
Lot/Serial Nbr. The lot or serial number of the item packed in the box.
UOM The base unit of measure of the item.
Quantity The quantity of the item packed in the current box (specified in the base UOM).