Creating Shipment from Case
To create a Shipment from a Case:
1. Locate the Case by searching in the sidebar or from a list view in the Cases tab. Click the Case number from which you want to initiate a shipment order.
2. Click Create Shipment Order. The Create Shipment screen is displayed as shown in the following screenshot.
3. Select the owner of the Shipment in the Owner ID field by using Lookup. Owner ID is usually the ServiceMax user who will be processing this shipment in logistics. By default, it will be set to your user name.
4. Select Order Type as applicable.
5. In the From Location section:
a. Select an address type from Address Type. This will automatically populate the selected address and disables the address field.
b. If you select a location using Lookup, the address fields are populated automatically. Alternatively you can also enter the address information manually by entering appropriate values in their respective fields.
6. Select an existing location using Lookup or enter the address in the To Location section.
7. In the Order Lines section:
a. Click Add Lines to add more product returns. If you want to delete one or more products entered, check the records using the check box and then click Delete Lines.
b. Enter a product using Lookup.
c. Enter Expected Quantity.
d. Click Add to add more product shipments. To delete one or more products entered, click Delete beside each record.
e. Check the Use Price Book checkbox and then click Get Price to automatically calculate the price of a product.
 | The price is calculated only if a valid price book is configured for shipments. To enter a price manually, uncheck the Use Price Book check box. |
8. Click Save to save the created shipment order.
The following are the configurable options available for this screen. These settings can be adjusted by your ServiceMax admin.
• Default address type.
• Use Pricebook should be checked by default or not.
• Mapping of fields between Case and Shipment. This includes your organization’s custom fields too.
| | This screen is presented by the Service Flow delivery engine of ServiceMax based on the service flow configuration. To learn more about how to use this screen’s features, see SFM Delivery. In addition, you can click the screen title or the help button to view additional help for this screen, if configured by your admin. |