Close Shipment

Explanation

Closure of the shipment can be automatic or manual, and will result in the shipment assuming the Closed status. The shipment being closed means that the goods have left the sender, and no further changes to the content of the shipment is allowed. In order to create a invoice per shipment the shipment must be closed. The only activities still allowed when a shipment is closed, is to create invoice, send or resend the dispatch advice, print shipment documents and transport labels.

There are two ways of performing an automatic closure of the shipment. Either this is done automatically due to how the shipment flow is defined in the shipment type, or by using the Finalize Shipment right mouse button option, which will close the shipment as a result of performing all the necessary shipment activities. You can also close the shipment manually per shipment or per consolidated shipment by using right-clicking and clicking Close. A consolidated shipment is defined as one departure of several shipments from the specified site, to all the delivery addresses of the connected shipments. When executed from the consolidated shipment all connected shipments, ready for closure, will be closed.

Prerequisites

• To close the shipment, the shipment must be in the Complete status, and the delivery must have been performed. 
• For a shipment to be closed automatically in the shipment flow, the shipment type must have been defined accordingly.

System Effects

• The shipment will assume the Closed status.
• It is now possible to create a shipment invoice.
• Any optional events defined to happen at closure of shipment in the shipment type, will be executed.
• The shipment flow proceeds with the next event in the shipment flow if the shipment type allows this.

Window

Shipment 
Shipments
Consolidated Shipment
Consolidated Shipments

Related Window Descriptions

Shipment 
Shipments
Consolidated Shipment
Consolidated Shipments

Procedure

Using Shipment:

1. Open the Shipment window or the Shipments window.
2. Search for the shipment that you want to close by using the Populate or Query function.
3. Right-click and then click Close.

Using Consolidated Shipment:

1. Open the Consolidated Shipment window or the Consolidated Shipments window.
2. Retrieve the consolidated shipment, for which you want to close all connected shipments, by using the Populate or Query function.
3. Right-click and then click Close.

Note that the closure of a shipment can be done automatically in the shipment flow if the shipment type allows this.