Generating Shipments from an SO

  • 14 December 2020
  • 2 replies

Userlevel 2

Hey Everyone,


I know I have the command <Action: Create Shipment> from the Sales Order screen under Order Summary. This in turn generates a dialogue box with two options (Shipment Date and the Warehouse ID).

The Warehouse ID will auto-fill properly, but I need to access Shipment Date in the dialogue box as it always picks “today”, which isn’t overly helpful in this scenario. 

The only options I have for Dialogue boxes seem to be the “OK” and “Cancel” options in the import scenario. Anyone know if/how I can access the date fields through the Dialogue Box before generating the shipment?


Thanks in advance,


Best answer by Naveen Boga 15 December 2020, 07:52

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2 replies

Userlevel 7
Badge +8

Hi @Michael Hansen 

Are you creating an import scenario to import SO and then trigger Action to create shipment? I am not sure if that works. You may import orders using import scenario and to create shipment, can use ‘Process Orders’ screen (ScreenID:SO501000). This allows you create shipments on business date, all at once.

Hope this helps,


Userlevel 7
Badge +12

Hi @Michael Hansen 

I don’t think the “Create Shipment” action will work through import scenarios as it navigates from SO to the Shipments screen.

As suggested by Vijay, we can use default Acumatica screen “Process Orders” screen to proces the shipments by changing the “Ship Date”, this way you can achieve your requirement.


Please find the screeshot for your reference. Hope this help you!!


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