Ship Acumatica Shipments

StarShip allows you to import and ship against Acumatica Shipments that are Open or that come from the Warehouse associated with the company in StarShip. Shipments that are On Hold cannot be shipped. This section contains general information for manually shipping against Acumatica Shipments.

You can also use StarShip’s Packing Assistant, which simplifies shipping by providing a graphical, step-by-step means of importing, classifying, and packing items originating from source documents. If enabled, it will appear automatically when you ship against an Acumatica Shipment. The Packing Assistant is enabled in Setup > Preferences > Freight > Packing Assistant (for Freight) or Setup > Preferences > Parcel > Packing Assistant (for Parcel).

Process a Shipment

These are basic steps for shipping an Acumatica Sales Order. For general information about shipping, see Process a Shipment.

1. In StarShip, click the Rate/Ship menu item.
2. Select the Shipments heading.
3. Type in the Shipment Number or search for a Shipment using the available filters. Note: If you don’t see any Shipments in the Documents list, try adding a Filter.
   The documents that display in the Shipment Editor can be affected by two Acumatica options: Disable Search of Source Documents and Refresh List of Source Documents After Shipping.
   Filters

   If using filters, click Add Filter and then enter your specific criteria. Certain filters, like Ship Via, also allow you to select from a list of existing values.

   If you duplicate filters in your search, you will receive an error message. The “Or” condition created by duplicate filters is not supported by Acumatica. You will need to revise your search filters. For more information about filters, see Source Documents Search.

4. Click the Create Shipment button.
5. Select or confirm the shipping method – Carrier and Service – in the Transportation section. (You can also Rate Shop to select a carrier and service.)
6. Pack line items (if not packed) and enter the weight of the first box or use an electronic scale to read the weight in the Packaging section. Click Next to navigate to the next package and repeat the weighing process.
   
   More information

   More information about Packing Line Items.

   For Freight shipments, StarShip populates the bill of lading using line item and packing information. Bill of Lading settings in Freight Preferences allow you some flexibility regarding how StarShip converts item packaging information into the bill of lading body. Typically, similar items with the same class are grouped under one general description. The commodity description may be edited on the BOL tab.
   You can also manually enter the BOL.
7. Enter or select any Shipment Details, such as Shipment Options, and any other shipment information that wasn’t populated.
8. Rate the shipment with the currently selected carrier by clicking Rate from the menu or by pressing Ctrl + Alt + R. To rate shop, select Rate Shop from the menu or press Ctrl + Alt + S. Select a carrier from the Rate Shop tab.
9. Click Ship/Process or save the shipment.
   • Save: To save a shipment without processing it, select Shipment > Save or press Ctrl + S. This action saves the shipment as a draft, but does not process the shipment, request pickup from the carrier, automatically print shipping documentation, or write back any information to Acumatica. The shipment is essentially saved as a draft so you may open it and make changes.
   • Ship/Process: To process a shipment, select Shipment > Ship/Process or hit F3. The shipment is tendered to the carrier. If you set up the bill of lading and/or labels to print automatically, they are now generated. StarShip writes back the shipment information to Acumatica. If you get a pop-up window asking for translated values, see the Value Translations section below for more information.

Value Translations

If you did not set up Custom Write-Back, you will receive a value translations dialog asking you to provide the correct Acumatica values to write back to the Shipment. Enter the values in the Source Write-Back Value column and click Save. StarShip will remember these value translation the next time you ship. When no value is entered for a Source Field, that information will not write back to Acumatica and this dialog will appear again the next time you ship. To provide a complete list of Acumatica values for these fields and prevent seeing this dialog again, configure Custom Write-Back settings.

Notes about Acumatica Shipments

Ship Via Filter

StarShip now allows you to add a “Ship Via” filter to search for Acumatica Shipments using the Ship Via. You can select from a list of the Ship Via methods you have set up in Acumatica.

Transfer Shipments

StarShip supports Transfer Shipments, shipments for transfers between warehouses.

Non-Stock Items

Non-stock items are only imported into StarShip if “Require Shipment” is checked in Distribution > Inventory > Maintain Non-Stock Items.

Packaging

With Acumatica Shipments, package contents are not imported into StarShip. If you need access to package contents in StarShip – for example, if you create packing lists, or use custom EDI – you should define packages/package contents after importing the Shipment into StarShip instead of creating packages in Acumatica. Should you still want to create packages in Acumatica, see Package Contents for more information about changing field mapping in StarShip to accomplish this.

Line Item Warehouse

Line Items in Acumatica have a Warehouse ID associated with them; only line items that have a matching Warehouse ID to the Warehouse connected to the company in StarShip will be included when the Shipment is imported.

Line Item Ship On Date

Line Items in Acumatica can have a “Ship On” date associated with them so that partial shipments can be scheduled for one shipment.

If the latest Ship On date for items in a shipment is greater than the Ready Date in StarShip, you will be prompted to provide the Ready Date for the shipment with the following message:

“One or more items has been set to ship after the current shipment ship date. Any items set to ship after the selected ship date will be removed from the shipment.”

You now have the opportunity to set the Ship On date to match the future date — OR — you can select today’s date and any line items with a future date will be removed from the shipment.