Holding Shipments via Ship Complete

The video below explains how to use the Ship Complete options within a Sales Order in 10X ERP. You can control whether an order ships in one full shipment, allows one partial shipment before completion, or requires full shipment at the individual line level. These settings impact when the system allows you to generate a shipment—especially when items are backordered. You can also set default Ship Complete preferences at the Customer level so they automatically apply to new Sales Orders.

• Enable Ship Complete On The Sales Order to require all Line Items and Full Quantities to ship in a single Shipment; if any Item is Backordered, the system will not allow you to generate a Shipment.
• Use Ship Partial Then Complete to allow one Partial Shipment followed by one Final Shipment; after the first Shipment, the system requires all remaining Items to be fully Committed before allowing the second Shipment.
• Check Ship Complete At The Line Level to require that specific Line Item to ship in full; if the Committed Quantity does not match the Ordered Quantity, the system will prevent Shipment creation.
• Review Missing Shipment Options when you cannot create a Shipment, as one of the Ship Complete settings (Order or Line Level) may be restricting the action.
• Set Default Ship Complete Preferences On The Customer Record using Always Ship Complete or Ship Lines Complete so new Sales Orders automatically follow the Customer’s Shipping Requirements.