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Action from Sales order without WMS

Settings

Scenario

Starting Point Transport order creation

Tracking Information

Tracking No. available

Tracking URL available

Standard BC Tracking No.

Unposted Documents

A

Sales Order -> Transport Order(1)

Header

Yes

Yes

Line

Yes

Yes

Posted Sales Shipment

Header

Yes

Yes

Line

Yes

Yes

Posted Sales Invoice

Header

No

No

Yes

Line

No

No

Unposted Documents

B

Posted Sales Shipment -> Transport Order(2)

Header

Yes

Yes

Line

Yes

Yes

Posted Sales Shipment

Header

Yes

Yes

Yes

Line

Yes

Yes

Posted Sales Invoice

Header

No

No

No

Line

No

No

Sales Order

Header

No

No

Line

No

No

Action from Sales order with WMS

Settings

Scenario

Starting Point Transport order creation

Tracking Information

Tracking No. available

Tracking URL available

Standard BC Tracking No.

Unposted Documents

C

Warehouse Document -> Transport Order (3)

Header

Yes

Yes

Line

Yes

Yes

Posted Sales Shipment

Header

Yes

Yes

Line

Yes

Yes

Posted Sales Invoice

Header

No

No

Yes

Line

No

No

Unposted Documents

D

Posted Sales Shipment-> Transport Order (4)

Header

Yes

Yes

Line

Yes

Yes

Posted Sales Shipment

Header

Yes

Yes

Line

Yes

Yes

Posted Sales Invoice

Header

No

No

No

Line

No

No

Sales Order

Header

No

No

Line

No

No

...

Posted documents

When setting the ShipIT 365 setting to posted documents you will not be able to create a transportorder directly from the sales order or the warehouse shipment. You only can use posted documents to create the transportorder.
Because of the posted documents structure we are not always able to store the track and trace information from the transportorder

Action Shipment from Sales order without WMS

Settings

Scenario

Starting Point Transport order creation

Tracking Information

Tracking No. available

Tracking URL available

Standard BC Tracking No.

Posted Documents

E

Sales Order

Header

No

No

Line

No

No

Posted Sales Shipment -> Transport Order (5)

Header

Yes

Yes

Line

Yes

Yes

Posted Sales Invoice

Header

No

No

Line

No

No

Action Shipment from Sales order with WMS

Settings

Scenario

Starting Point Transport order creation

Tracking Information

Tracking No. available

Tracking URL available

Standard BC Tracking No.

Posted Documents

F

Sales Order

Header

No

No

Line

No

No

Posted Warehouse Shipment -> Transport Order(6)

Header

Yes

Yes

Line

Yes

Yes

Posted Sales Invoice

Header

No

No

Line

No

No

...

...

Info

When Working with the TF Scanning software above information is not applicable