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Question

Several orders and one shipment

  • November 14, 2025
  • 4 replies
  • 67 views

Hey there,

we do have the issue, that we have open orders for the same customer and want to merge the shipment.

So for example customer 1 has 3 open orders and in each order are some items which are available in the warehouse and can be shipped. Now i want to have only one shipment for those items.

Also possible is that we have a customer with 2 open orders and all items are available and should be send in only one shipment.

 

Any ideas how i can do this? At the moment i have to create for each order a shipment.

4 replies

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Hello ​@TamaraW Check this out, it might give you some idea.


I hope it helps!

 


  • Author
  • Jr Varsity I
  • November 14, 2025

Thanks ​@Abhishek Niikam 

I’m alrady aware that i can add manually a second order to an existing shipment.
But i would like to have it in an automation. 

I’ve read that it should be possible with “Process Orders” Screen ID: SO501000
But it seems like it creates one shipment for each sales order and not one shipment, even if it’s the same customer/adress etc.


bwhite49
Captain II
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  • Captain II
  • November 16, 2025

One of the strongest aspects of Acumatica is the ability to create GI processing screens. If this is a regular need, then maybe you need to avoid the “process orders” screen and create a new GI processing screen for this task.

So create a GI that lists order that need to be shipped (filter on ship date, order status, etc.). Exclude orders in the shipping status. I think you will need to add a new column as a calculated field that combines CustomerID/CD and LocationID/CD. This is for the BE.

Next create a business that will ultimately be a “trigger by schedule,” but a “trigger by action” is better for testing, so I would start with that. In the header of the BE screen, you can choose the raise event to be “for group of records.” This is what you want.  The calculated field that combines customerID and LocationID should be used as the grouping field. 

From there, the business event needs an import scenario subscriber. You can use this thread to help with the import scenario design Import Scenario to Create Shipment and Add Sales Order | Community

The end result is a new screen that will create shipments on a schedule that will combine multiple orders where the customerID and locationID match and make separate shipment where they do not. 


jdobish
Pro III
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  • Pro III
  • November 17, 2025

Make sure that you don’t have the ship separately checkbox on the customer. If they are going to the same address through the same ship via, it should combine shipments into a single shipment through the Process Orders Screen.