Hello! Is there a way to create a shipment for a Sales Order line prior to the ship-on date associated with that line?
We are trying to track our on time delivery when it comes to shipments and we don’t only want to study what causes delays but also want to study what are some root causes that allows certain jobs to ship ahead of time. However, currently Acumatica prevents creating a shipment before the ship-on date. (Ex. I won’t be able to create a shipment today for a Sales Order line that has a Ship-On Date one week from now without changing that date.)
Also, is there a direct way to allow for this to happen without going through workarounds that leads to extra keystrokes?
I.e.
- Creating a shipment through the Sales Order → Changing the Shipment Date in the Pop-Up window to match the lines being shipped → Backdating the shipment date in the shipment once it is created.
- Creating a shipment manually → Selecting the Add Order button → Selecting the lines and changing the Scheduled Ship Date column to match today’s date → Clicking on Add & Close
Was wondering if there was a customization out there or if someone has found a more efficient way out there or if you define the Requested/Ship-On/Actual Shipment dates differently to power an On-Time delivery GI.
Thank you!

