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Shipments View

The Shipments view displays pick ticket records generated for specific orders. Pick tickets are generated automatically, by the Fulfillment and Part Locator Engines, or interactively by using the Generate Pick Tickets command on the Service Order screen. For more information, see the Generate PickTickets Command. The user can also create pick ticket records in this view.

The Pending Pick Ticket views, selected from the visibility filter, display only pick ticket records with a status of Open. The user can create records in this view with any status, but only records of status Open appear on return to this view. Table 98 describes items in the Shipments view.

Table 98. Selected Items in the Shipments View

Shipment #

A type-in field for a shipping number. The default is the pick ticket number.

Waybill #

A type-in field for a waybill number. This field is linked to the Waybill # field in the Waybill view.

Pick Ticket Subview

The Pick Ticket subview records the allocated parts that appear in a pick ticket record and allows the user to generate inventory transactions (see Table 91) affecting shipping and allocation of inventory. Table 99 describes a button in the Pick Ticket subview.

Table 99. Selected Item in the Pick Ticket Subview

Process Shipment

Button and command. Generates Ship and De-Allocate inventory transactions, when appropriate, for the allocated pick ticket line items (that appear in the Allocated Lines subview). For the mechanism of this button, see Process Shipment Button. After this button is activated, the Pick Ticket Status field in the Pick Tickets view is set automatically to Closed. For more information, see Shipments View.

Note that for orders of type Internal, the status becomes Shipped instead of Closed.

Allocated Lines Subview

The Allocated Lines subview shows the allocated line items associated with a pick ticket. It also shows the preferred locations in inventory to obtain each line item. This view is read-only. Table 100 describes items in the Allocated Lines subview.

Table 100. Selected Items in the Allocated Lines Subview

Ship/Ship All

These buttons create a record or records in the Shipped Line subview with the same quantity as the Qty field in the Allocated Lines subview. These buttons do not create inventory transactions.


The number of items (of this product) shipped. This number matches the quantity processed for shipping, displayed in the Shipped Line subview. The Process Shipment button determines this value.

Location 1/2/3

These fields may be used to optimize the pick-pack-ship process. They are informational only.

Shipped Line Subview

The Shipped Line subview shows the number of items allocated in the database for shipment by the Ship button. For more information, see the Allocated Lines Subview. The Qty field is read-write and accepts values less than the value in the Qty field in the Shipped Lines subview. Table 101 describes items in the Shipped Lines subview.

Table 101. Selected Items in the Shipped Line Subview


This button allows the user to enter the shipped quantity (in the Qty field) when that quantity is less than the allocated quantity. This creates a record of the type Ship.


The number of items shipped.

NOTE:  If the Shipped Line quantity is less than the quantity in a selected record in the Allocated Lines list, the excess is de-allocated through a De-Allocate transaction. The De-Allocate transaction (and any other transaction) takes place when the user clicks the Process Shipment button.

Serial Numbers Subview

The Serial Numbers subview accepts serial numbers for the selected Allocated line items. Serial numbers for items available in inventory are selected from a dialog box. The number of records cannot exceed the quantity in the Shipped Line subview. The quantity in the Shipped Lines subview cannot be greater than the quantity in the Allocated Lines subview.

This view is active only if the Shipped Lines subview displays a number of shipped items. The New command for adding records is available only if the selected, allocated line references a serialized product.

NOTE:  If a product is serialized by checking the Serialized check box in the Product Field Service Details view, then a serial number is required for all movements and transactions of assets of this product. For more information, see Product Service Details View.

Repair Pick Ticket Subview

The Repair Pick Ticket subview processes the shipment of line items allocated for a repair order. The Pick Ticket, Allocated Lines, and Shipped Line views are identical to those in the Pick Ticket view. For more information, see Pick Ticket Subview. Instead of associating serial numbers with shipped products, this view uses the Repair # subview to associate repair numbers.

The number of repair numbers records must match the Qty field in the Shipped Lines subview. This validation constraint is enforced both for selected products that are serialized and nonserialized.

Waybill View

The Waybill view associates waybill records with pick tickets. Table 102 describes items in the Waybill view.

Table 102. Selected Items in the Waybill View

Shipment #

A type-in field for a shipping number. The default is the pick ticket number.

Waybill #

A type-in field for a waybill number. This field is linked to the Waybill # field in the Waybill view.

Consolidation View

The Consolidation view is a variation of the Pick Ticket view, selected from the visibility filter, that combines line items from existing pick tickets into a single pick ticket. The purpose is to reduce shipping costs. The line items must have the same Ship To address, be shipped from the same inventory location, and have the same order type. All order types, except for Repair Orders, are processed in the this view.

The Consolidation view has two subviews, Qualified Lines and Consolidated Lines.

Qualified Lines Subview

The Qualified Lines subview displays lines allocated for pick tickets that have the following attributes:

  • Open or pending status
  • Same Ship To address
  • Same source inventory location
  • Same order type

Table 103 describes a button in the Qualified Lines subview.

Table 103. Selected Item in the Qualified Lines View


Button and command. Copies the qualified line to the selected pick ticket. The result of this consolidation appears in the Consolidated Lines subview. The donor pick ticket no longer appears in the All Pick Tickets view.

Consolidated Lines Subview

The Consolidated Lines subview shows the products and quantities combined into one pick ticket. The consolidated lines are processed as though they were part of the original order.

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