Siebel Field Service Guide > Shipping and Receiving > Process of Managing Shipping >

Shipping Products in Orders (End User)

The Shipments view displays pick tickets that are generated for specific orders. The Fulfillment and Part Locator Engines automatically generate pick tickets. Also, you can use the Generate PickTickets command in the Service Orders screen to generate pick tickets. For more information about generating pick tickets, see About the Fulfillment Engine.

You can create pick ticket records in the Shipments view. If you select the Pending Pick Ticket views from the visibility filter, then only pick ticket records with a Status field value of Open appear in the view. The default shipment number in the Shipment number (#) field is the pick ticket number.

Serialized products have a check in the Serialized field in Fulfillment view in the Service Information view in the Products view of the Administration - Product screen. You must enter serial numbers for all movements and transactions of assets for serialized products.

This task is a step in Process of Managing Shipping.

To ship the products in an order

1. Navigate to the Shipping screen, then the Shipments view.
2. Drill down on the Pick Ticket field for a selected pick ticket.
3. In the Allocated Lines list, select a line.
4. If the selected line relates to a product for a serialized asset, then create a new records for the product in the Serial Numbers list.

   The number of records in the Serial Numbers list cannot exceed the value in the Qty field in the Pick Ticket view.

5. If the selected line relates to a repaired product, then add repair numbers for the product in the Repair number (#) list of the Repair Pick Ticket view.

   The number of records in the Repair number (#) list must equal the value in the Qty field in the Repair Pick Ticket view.

6. In the Allocated Lines list, click Ship to ship the products for 1 or more selected lines, or click Ship All to ship the products for all lines.

   A shipped quantity in the Pick Ticket view or the Repair Ticket view that is equal to the allocated quantity for the lines is generated. Inventory transactions are not yet created.

7. If you want to ship a lesser quantity of product for the line, then click New in the Pick Ticket view or the Repair Ticket view, and change the quantity in the Qty field in that view.

   NOTE:  If the shipped quantity is less than the quantity for the corresponding quantity in the Allocated Lines list, then the quantity difference is de-allocated in a De-Allocate transaction. The De-Allocate transaction (and any other inventory transaction) occurs after you click Process Shipment in the next step.

8. In the top Pick Ticket form, click Process Shipment to create inventory transactions for the selected lines in the Allocated Lines list and for the specified quantity in the Pick Ticket view or the Repair Ticket view.

   The appropriate inventory transactions are generated. For more information about the processing logic for shipments, see About Shipping Orders.

   The Ship Qty field in the Allocated Lines list is populated with the shipment quantity, and the Status field in the top Pick Ticket form changes to Shipped for internal orders and to Closed for other orders.

   NOTE:  If the Qty field on the Pick Ticket view or the Repair Ticket view does not contain a value, then inventory transactions are not created when you click Process Shipment.