Rule - How to create shipments from partial orders
In Paragon, when creating shipments from orders, you have the ability to manually remove lines that were part of your order but should not be part of the shipment. However, if your order has a large number of lines, manually removing each line is not efficient. Therefore, this document explains how to use a rule that allows shipments to be created from certain order lines that the user previously selected.
This will be achieved by adding an on/off attribute to indicate which order lines should be added to any automated shipment. This attribute can either be added on the order lines or on the order header. If the attribute is set as on on the order header, all of the lines on that order will be added to the shipment. If the attribute is not on on the order header, then the system will check all the order lines individually to verify if the attribute is set at on at the line level.
This rule will also work on shipments that are created from invoices or pack orders, if those have a reference to orders. As usual, please contact us at support@paragon-erp.com for help setting up rules.
Step 1: Create necessary attributes
You will need to create one (1) attribute as explained below. Note that you can name it a different way than what is suggested, but you will need to modify the rule (see step 4 in this article). This will be necessary if you want to enter the attributes in a different language than English.
Create an on/off attribute and name it ready to ship (suggested). You can enter a default value depending on your business process. For example, if you usually want all order lines to be added to shipments, perhaps with some exceptions, set the default value to on. On the other hand, if you plan to regularly ship partial orders, enter the default value as off. That means that you will always need to manually activate the line orders you want to ship.
Step 2: Add the attribute to the order screen
Go to the settings page by hitting the settings button, then select screen setup from the system card.
Select the order module, and hit the edit button.
We will need to add the attribute on both the order lines and on the order header.
First, let's add it on the order lines. Hit on the edit line attributes button.
Using the add button, add the attribute you just created.
Make sure the always show box is checked.
Now, we will add the attribute on the order header. Here, you have two choices regarding where you want this attribute to be; on the summary page or on the more tab. The above instructions correspond to step 4 and step 7 of the How to set up transaction screen article.
Step 3: Install the rule
Rules are initially created by Jonar - all you have to do is install and activate them.
This rule should be saved under the after_create_ship trigger.
Step 4: Modify the rule if needed
This step is necessary only if you entered different names than the one suggested in step 1.
Locate the following text in the rule and modify the words in " " by your attributes name.
var attributeReadyToShip = 'readyToShip' //TODO put here your attribute name
Do not modify the words on the left of the "=" symbol.
Step 5: Modify the attribute in transactions
Now it's time to use your new attribute. On orders from which you want to create shipments, modify the attribute based on the following:
- If the default value is on, in orders which you don't want to ship all order lines, change the attribute value to off for both the header and the order lines you don't want to ship
- If the default value is off:
- In orders which you do want to ship all order lines, change the attribute value to on in the order header
- In orders which you do not want all order lines to be shipped, change the attribute value to on on order lines you want to ship
Please note that if the attribute on the order header is set as on, it will have priority on the attribute on the order lines. For example, if the order header attribute is set as on, but some order lines are set as "off", all the order lines will be added to the shipment.
Step 6: Create shipment and see your rule in action
Now go ahead and create your shipment! In order for the rule to run, you need to create a shipment from another transaction such as an order, a pack order, or an invoice. If you create the shipment from a pack order or from an invoice, those transactions need to have a reference to a sales order.
Here is an example of an order where only the t-shirts are ready to ship. The ready to ship attribute for those 3 items were set as on, and the other ones were not.
We are now creating a shipment from this order:
We successfully created a ship order with only the items that were ready to ship!
What now?
So now that you have installed and activated your rule, you can always deactivate it if you need to. If you have any other questions about rules - don't forget that you can contact us at support@paragon-erp.com.
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