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Process Orders - Create Shipment (Automation Schedule)


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Are we able to set up a Create Shipment automation schedule that creates a shipment based on the sched shipment date/request date earlier than the actual shipment date?

 

Ex.

Sched Shipment Date/Request Date is June 20th.

We want the shipment to be created on June 18th with a shipment date of June 20th. So when June 20th rolls around, we just have our warehousing team confirm the shipment on its way out.

 

I’d expect this to be easy to set up but seems as though this processing screen only works on the day of shipment? I must be missing something here.

4 replies

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  • Author
  • Varsity III
  • 112 replies
  • June 16, 2023
jwarren wrote:

Are we able to set up a Create Shipment automation schedule that creates a shipment based on the sched shipment date/request date earlier than the actual shipment date?

 

Ex.

Sched Shipment Date/Request Date is June 20th.

We want the shipment to be created on June 18th with a shipment date of June 20th. So when June 20th rolls around, we just have our warehousing team confirm the shipment on its way out.

 

I’d expect this to be easy to set up but seems as though this processing screen only works on the day of shipment? I must be missing something here.

Think I figured this out by just dropping the shipment date filter from the filter values on automation schedule.

 


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  • Freshman I
  • 10 replies
  • February 27, 2025

can you share the screen shots of what you have configured?  We working on go-live and want to test automation schedule for “process shipments” for sales orders and i keep getting zero results.

 


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  • Jr Varsity I
  • 37 replies
  • February 28, 2025

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  • Jr Varsity I
  • 37 replies
  • February 28, 2025

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