Shipments

You can view the list of shipments associated with sales order lines from the Shipments page.

Actions and Custom Links Description
Create Ad Hoc Invoice Manually generate an invoice instead of waiting for the batch process to run.
Generate Accounting Manually generate accounting for the selected shipment.
Generate Accounting Entries Manually generate accounting entries for the selected shipment.
Print Print shipment related documents
Allocate

Reserve items for a customer.

This action takes you to the Shipment Workbench to allocate items.

Manage Delivery Access and edit delivery information.
Plan Picklist

Plan pick items for shipment by selecting the location, bin, and other attributes your warehouse workers will use to pick the items.

This action takes you to the Shipment Workbench to plan pick.

Pick

Pick items for shipment to a customer.

This action takes you to the Shipment Workbench to pick items.

Undo Shipment Confirmation Reverse an uninvoiced shipment to make a correction or a change to the sales order.

To learn more about drop shipments, see Sales Orders for Drop Shipments.

ClosedAdd a Sales Order Line to a Shipment

You can add a sales order line to an open sales order after the shipment has been created, and before it is confirmed or delivered.

  1. From the Sales Order, add a new line, and then release it.

    When the order is released, Kenandy prompts you to create a new shipment or to add to an existing shipment.

  2. Select Existing Shipment to add the line to an existing shipment. Kenandy updates the Quantity Ordered field to reflect the change.

    The original quantity ordered remains the same. If you make adjustments to the quantity, you must release the sales order again to update the shipment with the new quantity.

  3. Verify the Ship-From Location. If the line has not been released, you can change it.
  4. Click Save.

    When the sales order is released, the released quantity is stored as Quantity Planned on the shipment line.

ClosedReverse a Shipment

You can reverse an uninvoiced shipment to make a correction or a change to the sales order.

  1. From the Shipment list view page, click the shipment you want to change.
  2. Click Undo Shipment Confirmation. The shipment is reversed (lock is removed from document), inventory is returned to the facility's books, the sales order status returns to Open so that you can make the change, and the cost of goods is reversed.
  3. After making the correction or change, save the order and then ship it.
ClosedUpdate the Ship Date

The correct shipment date impacts the price when the price determination date is set to the shipment date. When you confirm a shipment, Kenandy date stamps it with the transaction (system) date. However, if the ship confirmation occurred before the transaction date, for example if the shipment left the facility on Friday but the transaction was not recorded until Monday, you can update the date shipped to reflect the actual date. Go to the Shipment page, and then enter the Date Shipped.

Closed Allocate, Plan Pick, and Pick, Items for Shipment

You can allocate, plan pick, and pick items for shipment to customers using the Shipment Workbench. When you click Allocate, Pick, or Plan Picklist, Kenandy takes you to the Shipment Workbench to complete your task.

To learn how to do these tasks, see Shipment Workbench.

ClosedConfirm Shipment

After you record items as picked for shipment, you can confirm the shipment on the Shipment page or using the Kenandy Mobile app to scan items as they're loaded for shipping.

  1. From the Shipment page, click Manage Delivery.
  2. Review and update the shipping information. For example, the Date Shipped defaults to today's date, but you can change it. You can also add a Tracking ID.
  3. Click Confirm Ship, and then return to the shipment.

  4. When you confirm the shipment, Kenandy locks the shipment to prevent further changes, and then generates an inventory change with an inventory transaction to account for the change in inventory.

Kenandy does the following: 

Confirm Shipment of a Partial Shipment

To confirm a partial shipment, first make sure that you have not picked any of the items you don't want to include in the shipment.

Then follow the steps above to confirm a full shipment.

When you confirm a partial shipment, you cannot make any further changes to that shipment or any of its shipment lines. All outstanding items that have Quantity Allocated and Quantity to Pick values are automatically moved to a new shipment.

ClosedShipment Field Descriptions

The following table lists the fields that Kenandy provides. Your system administrator selects the fields that are displayed on your user interface.

Shipment Detail Field Descriptions
Field Description
Company

The list of available companies.

Currency

The currency used for the shipment. This field is automatically populated with the value in the Default Transaction Currency field for the company associated with the shipment. You can change this value.
Customer

The customer receiving the shipment.
Date Shipped

Date on which the goods shipped. If the ship confirmation occurs after the shipment left your facility, you can update the date shipped to reflect the actual date. This date drives the transaction date on the inventory change and fulfillment records.

Dimensional Weight

The dimensional weight is based on the cubic space that the goods occupy.

Kenandy verifies that the dimensional weight of a product is within the min/max limits specified on the related Means of Transport.

Duty Calculation ID On the Shipment Header, the duty calculation ID displays the latest finalized import duty and taxes calculation.
Earliest Ship Date

This date is driven by the Earliest Delivery Window (see Customer record) and the Required Date (on the Sales Order).
Estimated Delivery Date

This date is driven by the Required Date (see Sales Order) and the Estimated Ship Date. The estimated delivery date populates the delivery date.
Exceptions Count

A check mark indicates that the shipment cannot be processed any further until the errors have been resolved.
Finalized This flag is set to true when the shipment record is ready for Accounting and no further changes are expected.
Finalized Date The date on which the selected shipment document was made ready for accounting. Kenandy generates an inventory change and transaction to account for the order being shipped.
Freight Forwarder The freight forwarder contact for the shipment. This field is automatically populated from the associated company, but you can change the value.
Has Exceptions Exceptions must be resolved before the sales order can be processed any further.
Historical

An indication of whether this document was processed and accounted for before it was loaded into Kenandy. It does not generate any accounting entry lines and does not affect the GL.

Latest Ship Date This date is driven by the Latest Delivery Window (Customer record) and the Required Date (Sales Order).
Line Exceptions Indicates that lines in this shipment have exceptions.
Load Number When a shipment is created, Kenandy generates a load number to indicate that the sales order is ready to be allocated.

Locked

When a shipment is confirmed, Kenandy locks the document to prevent further changes. If you unconfirm the shipment, the lock is removed.

Maximum Dimensional %

The dimensional weight is based on the cubic space that the goods occupy.

Kenandy verifies that the dimensional weight of a product is within the min/max limits specified on the related Means of Transport.
Means of Transport

Indicates the transport used to ship the goods. The Means of Transport record includes the weight and volume limitations as well as pallet positions available.
Number of Pallets Planned Total number of pallets you plan to use to ship the goods. When you ship the goods, you can record the actual number shipped.
Planned Delivery Date The date on which the shipment is planned to be delivered to the customer. The date is determined by the FOB term (pickup or delivery), which is specified on the sales order.
Planned Ship Date The date on which the shipment is planned to be shipped to the customer.
Posting Date

The date and time that the transaction is posted to a GL account. This field value is automatically updated with the finalized date and time.If you backdate this document by selecting a transaction date and time for a prior period, then this field value is automatically updated if the GL area for the prior period is currently open. To learn more about how this field is populated for backdated documents, see About Backdating a New Source Document.

Ready

A check mark indicates that the shipment is ready for processing by the Shipment Accounting process (batch) job.
Ship From Facility Identifies the Ship-from facility.
Ship From Location Identifies the Ship-from location.
Ship-to City (Read-only) Identifies the Ship-to city.
Ship-to Country (Read-only) Identifies the Ship-to country.
Ship-to State (Read-only) Identifies the Ship-to state.
Ship-to Street (Read-only) Identifies the Ship-to street.
Ship-to Zip Code (Read-only) Identifies the Ship-to zip code.
Shipment The automatically created number of the shipment.
Shipping Method

The shipping method specifies the carrier and service that your company uses. When you create a shipping document you can select the appropriate shipping method. You can set the default shipping method on the Ship-to Customer.

Status

The current status of the order. Options include Planned, Released, Staged, Confirmed.
Total Number of Lines Total number of lines associated with the selected shipment.
Total Pallet Weight Planned Weight of all planned pallets.
Total Planned Weight The sum of the weight from all shipment lines. Planned weight is pulled from the Sales Order. The total shipment weight can be calculated when the pallet requirements are received.
Total Product Volume Planned The sum of product volume from all shipment lines.
Total Product Weight

The weight of the product without pallets. After the pallet requirements have been received, the total shipment weight can be calculated.

Total Shipment Weight

The weight of the shipment, including pallets.
Total Weight Planned

The total weight of the shipment including pallets. The weight calculation uses the estimated number of pallets.
Tracking ID The carrier's tracking ID.
Transaction Date Date and time of the shipment. This field determines the transaction date for accounting purposes.
Transaction Type

Use transaction types to define the business process. For example, the transaction type for a drop shipment is set to Logical Sales Order Shipment, otherwise Sales Order Shipment is used.
Type

Use the type field to define the accounting for the selected source document. For example, the type determines whether the shipment is used to fulfill a sales order or a transfer order.

Options include:

  • Sales Order Shipment
  • Transfer Order Shipment
Weight Out of Range When checked, indicates the weight is over the limit specified in the Means of Transport field.
Weight UOM

Displays the list of available units of measure.
ClosedShipment Line Detail Page Field Descriptions

The following table lists the fields that Kenandy provides. Your system administrator selects the fields that are displayed on your user interface.

Shipment Line Detail Page Field Descriptions.
Field Description
Company Displays the list of available companies.
Description Further describes the line.
Discount Percent Allowed discount for this item.
Extended Cost Extended cost is the item's standard cost multiplied by the number of items purchased.
Extended Price The extended price = Quantity Shipped * Unit Price *(1- (Discount Percent)).
Facility

The facility that the line shipped from.

Finalized

Read only. A check mark indicates that the header is finalized
Historical

An indication of whether this document was processed and accounted for before it was loaded into Kenandy. It does not generate any accounting entry lines and does not affect the GL.

Item The item associated with the product being shipped.
Line Type

Options include Standard.
Location

Identifies the location of the item on the sales order line.
Number of Pallets Planned

Deprecated.

Do not use.

Order Displays the list of available orders.
Order Line Displays the list of available order lines.
Planned Product Volume The planned product volume as specified on the sales order line.
Planned Weight

The weight as specified on the sales order line.
Product

Product being shipped.
Product Weight Weight of product being shipped.
Quantity Allocated The quantity of items in your inventory that you've reserved for this shipment line.
Quantity From Stock

Quantity of items removed from stock to be shipped.

This value is in the stocking UOM for the item.

Quantity Picked

The quantity of items you've picked for shipping.

This value is in the stocking UOM for the item.

Quantity Planned

When a sales order is released, the released quantity is stored as the Quantity Planned. The quantity will not change unless the line is re-released because of a change.

This value is in the selling UOM for the item.

Quantity Shipped

The quantity of items you've confirmed as shipped.

This value is in the selling UOM for the item.

Quantity to Pick The quantity of items you've planned to pick for this shipment line.
Sales Order

Sales order related to the shipment.
Sales Order Line

Displays the list of Sales Order Lines.

Sales order line related to the shipment.
Selling UOM

Selling unit of measure. For information on UOMs and conversion factors, search Kenandy help for 'UOM'.
Ship From Facility Displays the list of available facilities.
Ship From Location Displays the list of available locations.
Shipment The shipment related to this invoice line.
Shipment Line The automatically generated number that identifies this shipment line.
Subtransaction Type

Subtransaction types can be used in conjunction with a transaction type to determine when to generate an accounting entry.

For example, create an accounting rule so that:

  • If transaction type is Purchase Receipt, generate accounting entry.
  • If transaction type is Purchase Receipt and subtransaction type is Expense, skip accounting.

For more information, search Kenandy Help for Accounting Rules.
Taxable

A check mark indicates that the item is taxable. if you have a resale number or you are not a taxable entity, then this item will not be taxed even if the checkbox is selected.
Total Weight Total weight of the item on the selected line.
Unit Price Price per item
Weight Weight of the item.
Weight UOM Displays the list of available units of measure defined for your company.

 

 

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Version: Spring 2017