1. Example Business Scenarios

In some customers’ real-world processes, a Shipping Order often functions as a shipping notification / shipping request / shipping instruction rather than the final shipping outcome. Typical Business Process: an Order Manager creates a Shipping Notification based on a Sales Order; the Shipping Notification syncs to the ERP for outbound processing; the ERP then syncs the final outbound result back to the CRM as a Shipping Order.

Common workflow for a Shipping Notification is as follows:

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2. Enabling Shipping Notifications

2.1 Prerequisites

• You must enable B-tier integrated Inventory Management. If Inventory Management is not enabled, or if you use the A-tier full-feature Inventory Management, you cannot enable Shipping Notification mode.
• New tenants default to Shipping Notification mode.
• Existing tenants can switch Shipping Order behavior to Shipping Notification mode manually.

2.2 How to Enable Shipping Notification Mode

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Go to the Inventory Management Admin Console, then Basic Settings -> Shipping Order validation parameters. Set it to: “When creating/editing a Shipping Order, do not validate Warehouse, Inventory, Batch, Serial Number and other inventory-related logic.” This enables Shipping Notification mode.

3. Creating a New Shipping Notification

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• When creating a Shipping Notification, the Warehouse field may be left blank.
• For product line items on a Shipping Notification, Batch and Serial Number can be left blank for products governed by batch or serial management.
• When saving a Shipping Notification, the system will not validate any inventory-related rules.

4. Syncing Final Results from ERP to CRM Shipping Orders

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• Shipping Orders (the final outbound record) cannot be created manually in the CRM; they are created only when synced from the ERP.
• After a Shipping Order is created successfully, the system automatically updates the related Shipping Notification’s “Outbound Successful” field to “Yes.”
• Only when the Shipping Notification’s “Outbound Successful” field equals “Yes” can you confirm receipt based on the Shipping Notification.