Changing the shipment transaction date for Billing charges

If the shipment of goods needs to be added to the system for a different date or time than the current date or time when the shipment is confirmed in the application, you can specify this information prior to completing the shipping. This is may be needed in a paper-based operation if the outbound paperwork is processed the day after the order was actually shipped.

The transaction date can be changed from the shipment order header, the shipment order detail, or the pick detail. To specify a date for all items shipped on an order, modify the header to reflect the date to use. To override any header value with a different date for one or more order detail records, you can update the information on the order detail line. Additionally, if only specific picks need to have their date updated, the date can be altered at that level.

The system uses the current date and time as the default value when each shipment transaction is specified as the billing date and time.

This is the priority used to determine which date is used:

  1. If a transaction date override is specified on the pick detail record, use that date and time for the shipment transaction
  2. If a transaction date override is specified for the order detail line, use that date and time for the shipment transaction.
  3. If transaction date override is specified for the order header, use that date and time for the shipment transaction
  4. If an override is not specified, use the current date and time that the shipment is confirmed.
Note: Changes to the date used by Infor WMS Third-Party Logistics Billing for shipment transactions, must be completed prior to confirming the shipment. You cannot change the system dates after the shipment is posted with the incorrect date.