Forms Used to Plan Transportation Shipments

Form Name

Form ID

Navigation

Usage

Customer Service Inquiry

W4210E

Sales Order Processing (G4211), Sales Order Detail

Access forms to create a shipment during order entry, or quote freight online after an order has been placed.

Sales Order Detail Revisions

W4210A

On the Customer Service Inquiry form, click Add.

Create a shipment during order entry.

Work With Online Invoice

W42230A

Select Order on the Customer Service Inquiry form, and then select Order, and then Online Invoice from the Row menu.

Review the estimated freight charges for the order.

Work With Shipments

W4915B

Shipments and Loads (G4911), Work With Shipments

Access forms to select order lines for shipment consolidation.

Shipment Detail - Order Lines

W49151A

Select a shipment on the Work With Shipments form, and select Add/Remove SO Lines from the Row menu.

Select order lines for shipment consolidation.

Select Order Lines

W49151B

Select Order Lines from the Form menu on the Shipment Detail - Order Lines form.

Select the record or multiple records with order lines to consolidate.

Shipment Revisions

W4915K

Select the shipment to revise on the Work With Shipments form, and click the Select button.

Review any of the tabs and determine where the shipment is in the transportation process.

Additional Shipment Revisions

W4915N

Select Additional Info from the Form menu on the Shipment Revisions form.

Review fields and make any changes that are necessary.

Shipment Detail

W4915C

Select Detail from the Form menu on the Shipment Revisions form.

Review shipment detail information.

Shipment Pieces Revisions

W4915D

Select a shipment on the Work With Shipments form, and then select Revisions, and then Pieces from the Row menu.

Define shipment pieces.

Shipment/Load Options and Equipment Revisions

W4915E

Select a shipment on the Work With Shipments form, and select Revisions and then Options and Equip from the Row menu.

Assign options and equipment to a shipment.

Work With Routing Options

W4980A

Select a shipment on the Work With Shipments form, and then select Routing Options from the Row menu.

Review routing options.

Approve Shipment

W4915L

Select a shipment or shipments on the Work With Shipments form, and select Approve Shipment from the Row menu.

Approve shipments.