How To Generate Shipment(Manual) in iDempiere
The Generate Shipments (Manual Info) process is used to create shipment documents from existing completed source documents in iDempiere.The process allows the user to select a Warehouse, Document Source, and Delivery Rule, load eligible source documents, select the required Order or RMA, and manually generate the shipment.
The generated shipment can then be completed based on the selected Shipment Date and Document Action.
Process Work Flow
Business Rules
- A valid Warehouse must be selected before generating a shipment.
- The Document Source determines whether the shipment is generated from an Order or an RMA.
- The source document must be eligible for shipment generation, normally based on its document status and remaining quantity.
- The selected Delivery Rule determines which source documents are considered for shipment.
- Clicking Load retrieves eligible source documents based on the selected criteria.
- When Document Source = Order, eligible Sales Orders are displayed.
- When Document Source = RMA, eligible RMA records are displayed.
- The user must select the required source document before using Generate Manual.
- The Shipment Date determines the date associated with the generated shipment.
- The Document Action determines the action performed on the generated shipment.
- A completed shipment represents the finalized shipment/material movement.
- The generated shipment is linked to its source Sales Order or RMA.
Prerequisites
- Before running the Generate Shipments (Manual Info) process, ensure that:
- A valid Warehouse is configured.
- A Sales Order or RMA has already been created.
- The source document is in an eligible status, such as Completed.
- The source document contains the required product and quantity information.
- The user has permission to generate shipments.
- The required Delivery Rule is configured and applicable.
- Required stock or inventory conditions are satisfied where applicable.
Navigation
Menu → Material Management → Shipment/Receipt → Generate Shipments (Manual Info)
The Generate Shipments (Manual Info) process allows the user to select the source information and manually generate the shipment.
Configuration Steps
Step 1: Select Warehouse — Choose the required warehouse, e.g. Chennai Warehouse. This determines the inventory location associated with the shipment.
Step 2: Select Document Source — Choose Order to generate the shipment from a Sales Order, or RMA to generate the shipment from a return document.
Step 3: Select Delivery Rule — Choose the required delivery rule, e.g. Availability, As soon as possible, or a configured requirement. This determines when the order is eligible for shipment generation.
Step 4: Click Load — After entering Warehouse, Document Source, and Delivery Rule, click Load to retrieve the eligible completed source documents.
Step 5: Select the Completed Order (or RMA) — From the list of completed source documents, select the required record, e.g. SO-10001.
Step 6: Click Generate Manual — This opens the screen where shipment details are entered.
Step 7: Enter Shipment Date — Enter the date associated with the shipment/material movement, e.g. 19-Aug-2026.
Step 8: Select Document Action — Choose the action to apply to the generated shipment, e.g. Complete, to finalize it after generation.
Field Reference
| Field | Sample Value | Purpose |
| Warehouse | Chennai Warehouse | Defines the warehouse from which/through which the shipment is generated |
| Document Source | Order | Determines the source document |
| Delivery Rule | Availability / other configured rule | Determines when/how the shipment should be generated |
| Load | Click Load | Retrieves eligible completed source documents |
Common Issues and Resolutions
| Issue | Cause | Resolution |
| No orders/RMAs displayed after Load | No eligible source document matches the selected criteria | Verify Warehouse, Document Source, Delivery Rule, and source-document status |
| Sales Order not displayed | Order is not in an eligible status or has no remaining quantity | Verify the Sales Order status and shipmentable quantity |
| Wrong documents displayed | Incorrect Warehouse, Document Source, or Delivery Rule selected | Review the process parameters and click Load again |
| Generate Manual cannot be executed | Required source document has not been selected | Select the required Order/RMA first |
| Shipment not generated | Required source data or inventory validation failed | Review the process result/log and correct the source document or inventory issue |
Next Steps
- Review Shipment Lines on the generated document.
- Complete the Shipment, if generated in Draft status.
- Perform Ship/Receipt Confirmation, if confirmation is required.
- Create Shipment Packages, if dispatching through a carrier.
- Generate the Customer Invoice, if applicable.