Process Imported Shipments
Overview
We use the Import Shipment object as a temporary holding place for all shipments processed by the 3PL. There are four ways of inserting shipments.
Order Sources
Order Source | How Shipments are Transmitted |
---|---|
EDI | |
EDIX2 | Your EDI Software Provider can read shipments from the 3PL system, then use the EDI 945 (standard shipment) to insert records into the Import Shipment object. The GoldFinch Sales Order must have been created already. The GoldFinch Process Shipments routine will create Whse. Shipments from the existing Sales Orders. |
3PL B2B | The 3PL can insert B2B shipments directly into the Import Shipments object, bypassing the EDI transmission. The GoldFinch Process Shipments routine will create Sales Invoices directly, without Sales Orders, or Whse. Shipments. |
3PL B2C | The 3PL can insert B2C shipments directly into the Import Shipments table, bypassing the EDI transmission. The GoldFinch Process Shipments routine will create Sales Invoices directly, without Sales Orders, or Whse. Shipments. |
GoldFinch Mappings
Order Sources
Depending on the Order Source, GoldFinch will process Import Shipment records differently.
Order Source | How Shipments are Processed |
---|---|
EDI | |
EDIX2 |
|
3PL B2B |
|
3PL B2C |
|
Creating Sales Shipments or Sales Invoices
After the data has been transmitted, the shipments or invoices will need to be created in GoldFinch by going to the Import Shipments page in the GoldFinch Conversion app.
Select the "Not Processed" view. This view will be filtered on the Processes field = False. If you have orders coming in from different sources, you can create a view to also filter on the Order Source field.
Select all records that you would like to process.
Click the "Process Whse Shipment" button.
![](../__attachments/1295679740/image2020-6-19_16-2-55.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)
The outcome of processing the Whse Shipment will be different deepening on the Order Type.
Warehouse Shipments will be updated for EDI orders
Whse. Shipments will be created from existing Sales Orders for EDIX2 orders.
Sales Invoiced will be created for 3PL B2C and 3PL B2B orders.
Error Text
If there are any errors that will not allow the Whse Shipment line to process, the Import Shipment line will not be processed, and an error text will be written to display the reason the line cannot be processed.
![](../__attachments/1295679740/image2020-6-19_16-11-50.png?inst-v=7859a023-5511-40be-b967-a1e2fed73946)