Searching for outbound shipments

The Shipment outbound page provides a simple user interface to search for and view all outbound shipments available in your system. The page provides extensive search capabilities by using granular level information such as plan number and customer PO number.

Procedure

  1. Click Shipment > Outbound.
  2. Select a type from the Document type list.
    Choice Description
    <blank> Search for shipments in either sales orders or outbound transfer orders.
    Sales order Search for shipments in sales orders.
    Transfer order Search for shipments in outbound transfer orders.
    The default is set to Sales order.
  3. Select a shipment level from the Search for list. This option determines the scope of the search and how much information to show in the search results.
    Choice Description
    Shipment Search for entire shipments. The search results show general shipment information such as shipment number, carrier service, and date.
    Shipment container Search for containers in a shipment. The search results show specific containers such as container ID, shipment #, type, SCM, tracking #, and ship date.
    The default is set to Shipment.
  4. Optional: Enter search criteria.
    • To view all shipments across all enterprises, leave the rest of the fields blank.
    • Enterprise drop-down menu is available only if you have more than one enterprise within your network.
    • Customize search criteria provides the capability to configure the search fields that display on the page. This option provides other fields to help you narrow your search results.
    • Date range fields include preset range options and custom range options to specify relative dates or specific date ranges.
      • Preset range options include options such as "Today", "Yesterday", or "Last 7 days". These options are helpful in saved searches as the query uses the relative dates, depending on when the search is run.
      • To customize relative dates, click Custom range > Relative. The first field (Last # minute/hour/day) is the relative start date and the second field "Relative to" is the relative end date. For example, a custom relative range "Last 2 hours relative to Yesterday 11:59 PM" searches for records that were created between 9:59 PM yesterday and 11:59 PM yesterday.
      • To choose specific dates, open the Date range field and then click Custom range > Absolute.
    • Save search saves the search criteria for future use. After you save, you can reload the saved criteria by clicking Saved searches at the top of the page and select your saved search.
  5. Click Search. By default, the results are sorted by the date of creation of the shipment.
    • For Shipment searches:
      • Results are sorted by expected ship date in descending order so the date with the furthest future date is at the top.
      • To reassign a pending shipment, select the checkbox beside the shipment and click Reassign pending shipments. You can only reassign Sales order shipments.
      • To view more details about the shipment, click the shipment number.
    • For Shipment container searches:
      • Results are sorted by ship date in descending order.
      • To view more details about the shipment, click the shipment or shipment container number.
  6. On the details page, you can explore the various tabs to view different information.
    The information that is available depends on the shipment level that you are searching (shipment or shipment container).
    Information that is available on each page
    Shipment details page Shipment container details page
    The following information is available on the Shipment details page. The following information is available on the Container details page.