![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-Sales-GenerateShipments-ProcessFlow.png\" "\\"\\"")
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- Only completed Sales Orders with remaining quantities to deliver are processed.<\/li>\n\n\n\n
- Warehouse selection is mandatory before running the process.<\/li>\n\n\n\n
- The selected Document Action runs automatically on every generated Shipment.<\/li>\n\n\n\n
- Multiple orders for the same Business Partner and location can consolidate into one Shipment.<\/li>\n\n\n\n
- Orders with Unconfirmed Shipments recalculates remaining quantity before adding new lines.<\/li>\n\n\n\n
- Warehouse Orders and On Credit Orders are excluded from generation.<\/li>\n\n\n\n
- Inventory availability is validated before any Shipment is created.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Enter Shipment Generation Criteria<\/strong><\/h3>\n\n\n\nOpen Generate Shipments, select the mandatory Warehouse, optionally narrow by Business Partner or Date Promised, choose a Document Action and consolidation options, then click OK.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Warehouse<\/td> CDC Godown<\/td> Warehouse inventory is shipped from; mandatory<\/td><\/tr> Shipment Date<\/td> (Blank)<\/td> Document date applied to generated shipments<\/td><\/tr> Business Partner<\/td> GLOBAL RETAIL SOLUTIONS<\/td> Optional filter to generate shipments for one customer only<\/td><\/tr> Date Promised<\/td> (Blank)<\/td> Includes only orders due on or before this date<\/td><\/tr> Orders with Unconfirmed Shipments<\/td> Unchecked<\/td> Includes orders that already have Draft or In Progress shipments<\/td><\/tr> Document Action<\/td> Prepare<\/td> Action automatically applied to each generated shipment<\/td><\/tr> Consolidate to one Document<\/td> Unchecked<\/td> Merges eligible orders for the same customer into one shipment<\/td><\/tr> Subtract In Progress Shipment From On Hand<\/td> Unchecked<\/td> Deducts stock already reserved by unconfirmed shipments<\/td><\/tr> Run as Job<\/td> Unchecked<\/td> Runs the process in the background<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNote: <\/strong>Leaving Business Partner blank includes all eligible customers; a narrow filter with no matching open orders results in zero shipments created.`<\/p>\n\n\n\n![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-Sales-GenerateShipment.png\" "\\"\\"")
<\/figure>\n\n\n\nStep 2: Execute the Process<\/strong><\/h3>\n\n\n\nClick OK. The system searches eligible Sales Orders, validates inventory, creates Shipment documents and lines, and displays a Created count with links to each shipment.<\/p>\n\n\n\n
Field Reference \u2014 Example Result<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Created<\/td> 2<\/td> Number of Shipment documents generated by this run<\/td><\/tr> Shipment Processed<\/td> 500011 (07\/08\/2026)<\/td> First generated shipment, with a link to open it<\/td><\/tr> Shipment Processed<\/td> 500012 (07\/08\/2026)<\/td> Second generated shipment, with a link to open it<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n![\"\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-Sales-GenerateShipment1.png\" "\\"\\"")
<\/figure>\n\n\n\nStep 3: Print the Generated Shipments (Optional)<\/strong><\/h3>\n\n\n\nClick OK on the Print Shipments prompt to open a combined delivery note PDF for all generated shipments, or Cancel to skip printing for now.<\/p>\n\n\n\n
Step 4: Review Each Generated Shipment<\/strong><\/h3>\n\n\n\nOpen each generated Shipment and verify the Customer, Warehouse, Shipment Lines, Delivered Quantities, Document Status, and Movement Date.<\/p>\n\n\n\n
Expected Result<\/strong><\/h3>\n\n\n\n\n- Generated Shipment contains all eligible Shipment Lines.<\/li>\n\n\n\n
- Document Status matches the selected Document Action (e.g. Drafted for Prepare).<\/li>\n\n\n\n
- Quantities match what was available and eligible at the time of generation.<\/li>\n<\/ul>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>No shipment generated (Created = 0)<\/td> Business Partner filter excludes all eligible orders, or no orders are completed with remaining quantity<\/td> Remove or broaden the Business Partner filter and confirm Sales Orders are completed with pending delivery<\/td><\/tr> Warehouse mandatory error<\/td> Warehouse not selected<\/td> Select a valid Warehouse before clicking OK<\/td><\/tr> Shipment quantity lower than ordered (Backordered)<\/td> Insufficient available inventory<\/td> Check stock on hand and quantities already reserved by unconfirmed shipments<\/td><\/tr> Duplicate shipments avoided<\/td> Orders with Unconfirmed Shipments left unchecked while a partial shipment already exists<\/td> Enable Orders with Unconfirmed Shipments to recalculate and add the remaining quantity<\/td><\/tr> Orders not included in the run<\/td> Promised Date, Warehouse, or Business Partner filter does not match the order<\/td> Verify filter values against the Sales Order details<\/td><\/tr> Multiple shipments for the same customer<\/td> Consolidate to one Document left unchecked<\/td> Enable Consolidate to one Document to merge eligible orders<\/td><\/tr> Print Shipments dialog skipped<\/td> Cancel clicked instead of OK<\/td> Reopen the generated Shipment and print manually if needed<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review Shipment Lines on each generated document.<\/li>\n\n\n\n
- Complete the Shipment, if generated in Draft or Prepared status.<\/li>\n\n\n\n
- Perform Ship\/Receipt Confirmation, if confirmation is required.<\/li>\n\n\n\n
- Create Shipment Packages, if dispatching through a carrier.<\/li>\n\n\n\n
- Generate the Customer Invoice, if applicable.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Generate Shipments process bulk-creates Customer Shipment documents from completed Sales Orders based on warehouse, dates, and delivery rules, instead […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-20098","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20098","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20098"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20098\/revisions"}],"predecessor-version":[{"id":28360,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20098\/revisions\/28360"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20098"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20098"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20098"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Enter Shipment Generation Criteria<\/strong><\/h3>\n\n\n\nOpen Generate Shipments, select the mandatory Warehouse, optionally narrow by Business Partner or Date Promised, choose a Document Action and consolidation options, then click OK.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Warehouse<\/td> CDC Godown<\/td> Warehouse inventory is shipped from; mandatory<\/td><\/tr> Shipment Date<\/td> (Blank)<\/td> Document date applied to generated shipments<\/td><\/tr> Business Partner<\/td> GLOBAL RETAIL SOLUTIONS<\/td> Optional filter to generate shipments for one customer only<\/td><\/tr> Date Promised<\/td> (Blank)<\/td> Includes only orders due on or before this date<\/td><\/tr> Orders with Unconfirmed Shipments<\/td> Unchecked<\/td> Includes orders that already have Draft or In Progress shipments<\/td><\/tr> Document Action<\/td> Prepare<\/td> Action automatically applied to each generated shipment<\/td><\/tr> Consolidate to one Document<\/td> Unchecked<\/td> Merges eligible orders for the same customer into one shipment<\/td><\/tr> Subtract In Progress Shipment From On Hand<\/td> Unchecked<\/td> Deducts stock already reserved by unconfirmed shipments<\/td><\/tr> Run as Job<\/td> Unchecked<\/td> Runs the process in the background<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNote: <\/strong>Leaving Business Partner blank includes all eligible customers; a narrow filter with no matching open orders results in zero shipments created.`<\/p>\n\n\n\n<\/figure>\n\n\n\nStep 2: Execute the Process<\/strong><\/h3>\n\n\n\nClick OK. The system searches eligible Sales Orders, validates inventory, creates Shipment documents and lines, and displays a Created count with links to each shipment.<\/p>\n\n\n\n
Field Reference \u2014 Example Result<\/strong><\/h3>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>Created<\/td> 2<\/td> Number of Shipment documents generated by this run<\/td><\/tr> Shipment Processed<\/td> 500011 (07\/08\/2026)<\/td> First generated shipment, with a link to open it<\/td><\/tr> Shipment Processed<\/td> 500012 (07\/08\/2026)<\/td> Second generated shipment, with a link to open it<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<\/figure>\n\n\n\nStep 3: Print the Generated Shipments (Optional)<\/strong><\/h3>\n\n\n\nClick OK on the Print Shipments prompt to open a combined delivery note PDF for all generated shipments, or Cancel to skip printing for now.<\/p>\n\n\n\n
Step 4: Review Each Generated Shipment<\/strong><\/h3>\n\n\n\nOpen each generated Shipment and verify the Customer, Warehouse, Shipment Lines, Delivered Quantities, Document Status, and Movement Date.<\/p>\n\n\n\n
Expected Result<\/strong><\/h3>\n\n\n\n\n- Generated Shipment contains all eligible Shipment Lines.<\/li>\n\n\n\n
- Document Status matches the selected Document Action (e.g. Drafted for Prepare).<\/li>\n\n\n\n
- Quantities match what was available and eligible at the time of generation.<\/li>\n<\/ul>\n\n\n\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>No shipment generated (Created = 0)<\/td> Business Partner filter excludes all eligible orders, or no orders are completed with remaining quantity<\/td> Remove or broaden the Business Partner filter and confirm Sales Orders are completed with pending delivery<\/td><\/tr> Warehouse mandatory error<\/td> Warehouse not selected<\/td> Select a valid Warehouse before clicking OK<\/td><\/tr> Shipment quantity lower than ordered (Backordered)<\/td> Insufficient available inventory<\/td> Check stock on hand and quantities already reserved by unconfirmed shipments<\/td><\/tr> Duplicate shipments avoided<\/td> Orders with Unconfirmed Shipments left unchecked while a partial shipment already exists<\/td> Enable Orders with Unconfirmed Shipments to recalculate and add the remaining quantity<\/td><\/tr> Orders not included in the run<\/td> Promised Date, Warehouse, or Business Partner filter does not match the order<\/td> Verify filter values against the Sales Order details<\/td><\/tr> Multiple shipments for the same customer<\/td> Consolidate to one Document left unchecked<\/td> Enable Consolidate to one Document to merge eligible orders<\/td><\/tr> Print Shipments dialog skipped<\/td> Cancel clicked instead of OK<\/td> Reopen the generated Shipment and print manually if needed<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Review Shipment Lines on each generated document.<\/li>\n\n\n\n
- Complete the Shipment, if generated in Draft or Prepared status.<\/li>\n\n\n\n
- Perform Ship\/Receipt Confirmation, if confirmation is required.<\/li>\n\n\n\n
- Create Shipment Packages, if dispatching through a carrier.<\/li>\n\n\n\n
- Generate the Customer Invoice, if applicable.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
The Generate Shipments process bulk-creates Customer Shipment documents from completed Sales Orders based on warehouse, dates, and delivery rules, instead […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-20098","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20098","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20098"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20098\/revisions"}],"predecessor-version":[{"id":28360,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20098\/revisions\/28360"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20098"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20098"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20098"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Open Generate Shipments, select the mandatory Warehouse, optionally narrow by Business Partner or Date Promised, choose a Document Action and consolidation options, then click OK.<\/p>\n\n\n\n Note: <\/strong>Leaving Business Partner blank includes all eligible customers; a narrow filter with no matching open orders results in zero shipments created.`<\/p>\n\n\n\n Click OK. The system searches eligible Sales Orders, validates inventory, creates Shipment documents and lines, and displays a Created count with links to each shipment.<\/p>\n\n\n\n Click OK on the Print Shipments prompt to open a combined delivery note PDF for all generated shipments, or Cancel to skip printing for now.<\/p>\n\n\n\n Open each generated Shipment and verify the Customer, Warehouse, Shipment Lines, Delivered Quantities, Document Status, and Movement Date.<\/p>\n\n\n\n The Generate Shipments process bulk-creates Customer Shipment documents from completed Sales Orders based on warehouse, dates, and delivery rules, instead […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,78],"tags":[],"class_list":["post-20098","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-sales"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20098","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=20098"}],"version-history":[{"count":5,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20098\/revisions"}],"predecessor-version":[{"id":28360,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/20098\/revisions\/28360"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=20098"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=20098"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=20098"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Field<\/strong><\/td> Sample Value<\/strong><\/td> Description<\/strong><\/td><\/tr><\/thead> Warehouse<\/td> CDC Godown<\/td> Warehouse inventory is shipped from; mandatory<\/td><\/tr> Shipment Date<\/td> (Blank)<\/td> Document date applied to generated shipments<\/td><\/tr> Business Partner<\/td> GLOBAL RETAIL SOLUTIONS<\/td> Optional filter to generate shipments for one customer only<\/td><\/tr> Date Promised<\/td> (Blank)<\/td> Includes only orders due on or before this date<\/td><\/tr> Orders with Unconfirmed Shipments<\/td> Unchecked<\/td> Includes orders that already have Draft or In Progress shipments<\/td><\/tr> Document Action<\/td> Prepare<\/td> Action automatically applied to each generated shipment<\/td><\/tr> Consolidate to one Document<\/td> Unchecked<\/td> Merges eligible orders for the same customer into one shipment<\/td><\/tr> Subtract In Progress Shipment From On Hand<\/td> Unchecked<\/td> Deducts stock already reserved by unconfirmed shipments<\/td><\/tr> Run as Job<\/td> Unchecked<\/td> Runs the process in the background<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n <\/figure>\n\n\n\nStep 2: Execute the Process<\/strong><\/h3>\n\n\n\n
Field Reference \u2014 Example Result<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Description<\/strong><\/td><\/tr><\/thead> Created<\/td> 2<\/td> Number of Shipment documents generated by this run<\/td><\/tr> Shipment Processed<\/td> 500011 (07\/08\/2026)<\/td> First generated shipment, with a link to open it<\/td><\/tr> Shipment Processed<\/td> 500012 (07\/08\/2026)<\/td> Second generated shipment, with a link to open it<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n <\/figure>\n\n\n\nStep 3: Print the Generated Shipments (Optional)<\/strong><\/h3>\n\n\n\n
Step 4: Review Each Generated Shipment<\/strong><\/h3>\n\n\n\n
Expected Result<\/strong><\/h3>\n\n\n\n
\n
Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
Issue<\/strong><\/td> Cause<\/strong><\/td> Resolution<\/strong><\/td><\/tr><\/thead> No shipment generated (Created = 0)<\/td> Business Partner filter excludes all eligible orders, or no orders are completed with remaining quantity<\/td> Remove or broaden the Business Partner filter and confirm Sales Orders are completed with pending delivery<\/td><\/tr> Warehouse mandatory error<\/td> Warehouse not selected<\/td> Select a valid Warehouse before clicking OK<\/td><\/tr> Shipment quantity lower than ordered (Backordered)<\/td> Insufficient available inventory<\/td> Check stock on hand and quantities already reserved by unconfirmed shipments<\/td><\/tr> Duplicate shipments avoided<\/td> Orders with Unconfirmed Shipments left unchecked while a partial shipment already exists<\/td> Enable Orders with Unconfirmed Shipments to recalculate and add the remaining quantity<\/td><\/tr> Orders not included in the run<\/td> Promised Date, Warehouse, or Business Partner filter does not match the order<\/td> Verify filter values against the Sales Order details<\/td><\/tr> Multiple shipments for the same customer<\/td> Consolidate to one Document left unchecked<\/td> Enable Consolidate to one Document to merge eligible orders<\/td><\/tr> Print Shipments dialog skipped<\/td> Cancel clicked instead of OK<\/td> Reopen the generated Shipment and print manually if needed<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Next Steps<\/strong><\/h2>\n\n\n\n
\n