Costpoint Help

Contents of the Manage General Shipments Screen

Use the fields and options to configure the Manage General Shipments screen.

General Info

Field Description
Shipment ID

Enter, or click to select, the shipment ID for this record. Depending on your system setup, Costpoint can assign this ID automatically or you can enter it manually.

If the Inventory license is not enabled, Costpoint assigns shipment IDs based on the settings in Configure Receiving Settings. If the Inventory license is enabled, shipment ID assignment is controlled in the Transaction IDs subtask of the Manage Warehouses screen.

The shipment ID cannot begin with a space.
Material Handler

Enter, or click to select, the employee ID of the material handler for the shipment. This field is required.

The employee must exist as an active employee on the Manage Employee Information screen in Costpoint Employee. Costpoint defaults this field with the user currently logged in to the system.
Warehouse

Enter, or click to select, the warehouse for the shipment. This field is required when the Inventory license is enabled.

If the Inventory license is not enabled, this field is inactive, and shipment IDs are assigned based on the settings in Configure Receiving Settings. If the Inventory license is enabled, this field is active and required, and shipment IDs are assigned based on the Transaction IDs subtask of the Manage Warehouses screen for the selected warehouse.

You can set up warehouses on the Manage Warehouses screen in Inventory. The warehouse ID provides the Ship From address for the general shipper.
Printed Select this checkbox to indicate the printing status. Selecting this checkbox prints documents with “Duplicate” on it.

Shipper Type

Field Description
General Select this option to create a general shipper. When you select this option, all fields on the DD250 and DD1149 tabs are disabled, and the fields on the General Shipper Addresses tab remain active.
DD250 Select this option to create a DD250 form. When you select this option, all fields on the General Shipper Addresses and DD1149 tabs are disabled, and the fields on the DD250 Form tab remain active.
DD1149 Select this option to create a DD1149 form. When you select this option, all fields on the General Shipper Addresses and DD250 tabs are disabled, and the fields on the DD1149 Form tab remain active.

Status

Field Description
Pending Select this option to indicate that the shipment has not yet been placed on hold or shipped.
Hold Shipment Select this option to place the shipment on hold.
Shipped Select this option to mark the shipment as shipped. When you select and save this option, the system does not allow deletions afterward.
Ship Date

This field displays the system date when you select the Shipped option.

Note: After you select Shipped and save the record, you cannot delete the shipment.

Shipping Info

Field Description
Ship Via Enter the name of the shipping carrier/provider.
Insured Select this checkbox to indicate that the shipment has been insured.
Declaration Amount Enter the declared value of the goods in the shipment.
RMA No Enter the vendor's returned material authorization (RMA) number.
PO ID Enter the purchase order number ID.
Tracking Number Enter the carrier-assigned number used to track the shipment.
Order Ref Type Enter, or click ! to select, an order reference type.
Order Ref Enter, or click ! to select, an order reference.
Recipient Email Enter the email address from the customer or vendor contacts.
Autoload Transaction Select this button to autoload transaction.

Subtasks

Subtask Description
Shipment Lines Use this subtask to add, review, and maintain the individual items included in a shipment.
Standard Text Use this subtask to associate predefined standard text entries with a shipment.

Parent Topic:

Manage General Shipments