We occasionally create a PackID a day or two before the shipment actually ships. We do NOT check the Shipped checkbox at that point. It is our expectation that when we do check the Shipped checkbox a day two later – when the order actually ships – that the Ship date would be updated to the date the Shipped checkbox was checked. This is not happening, however. Our Accounting department really wants the Ship Date accurately reflected in the system, but we also do not want to have to manually edit the field.
Is there a way to make this automatically happen without using a BPM (trying to avoid coding if possible).
Can you add an extra step at the time of creating the PackID to delete the Ship Date on the header? Once it is deleted, when you ship again, it will update correctly to today’s date.
This sounds like staging. Mark the packs staged. When the packs actually ship pull up Stage Ship Confirm Entry, set the “date shift” field to today and mark it shipped. If you’re doing this the day after you actually ship then you would set the date shift to -1, or -2, or -3.
I kind of went about this in a different way, as we also raise the delivery documentation a day or two in advance.
Raise and print off delivery documents - We tweaked our pack slip to display the shipped date as date printed.
We confirm the Shipment either by handheld scanners or marking the delivery note as shipped as it leaves the building.
Instead of triggering the update ship date on when ready to invoice is changed from false -> true we trigger
the ship date to update to todays date (Only if the shipment is not marked as shipped and the ship date is in arrears).
This was done when the GetById BO method runs then ship date updated in post processing.