Shipment Orders for cross-border movements

Question

Hi,I am looking for advice on a situation I am facing.My customer works mainly in welding and coating. Their project sites are often far away from the main warehouse site. Because of this, I want to keep welding and coating stock at the customer’s project location.My idea is to create remote locations and move stock from the warehouse to these remote locations using shipment orders.When the remote location is in the same country as the site, this works fine.However, I am having a problem when the remote location is in another country.In that case, customs clearance is required, and I need a proforma invoice. I am not sure how to create a proforma invoice when the shipment order is created directly from Inventory.The PO–CO process does not work here because the project location belongs to the same company. Also, I cannot create a new site every time there is a new project.How would you handle this situation?Do I need to create the customs documents manually in this case?

TntAnnmaS · Answer

To handle this with proper customs documents, use a Shipment from your main site and then Print Shipment Pro Forma Invoice from that shipment.

1. Create the shipment from your warehouse

Open Shipment page
- Navigation (typical): Navigator → Distribution / Sales / Shipment → Shipments (page name often Shipment or Shipments).
Create a new shipment header
- In Shipment: click New.
- Enter:
  - Customer = your welding/coating customer.
  - Site = your main warehouse site.
  - Delivery Address = the project location (you can maintain separate delivery addresses on the customer).
  - Shipment Type = export/project type you use for cross‑border moves.
- Save the shipment.
Add lines (parts to send to project)
- From the Shipment Lines or Lines tab:
  - Use Add Line / Connect Source Lines (depending on setup) to connect the inventory lines you want to ship.
  - If you use “handle parts in shipment inventory”, you can add free shipment lines for inventory parts and then pick from stock.

2. Process the shipment

Reserve and pick
- On the Shipment page, run the normal flow (buttons/commands may vary):
  - Reserve (if required).
  - Create Pick List / Print Pick List.
  - Report Picking.
- Shipment status moves through Preliminary → Completed as you process it.
Deliver / Close
- When picked, use Deliver on the shipment; status remains Completed or then Close when finished.
- At this point, goods are logically moved from warehouse to the project delivery address; stock location in IFS can be the special “project” location you defined.

3. Print the shipment pro forma invoice (for customs)

From the same Shipment header:
- Use command: Print Shipment Pro Forma Invoice (available in the Report/Print or command menu).
In the print dialog:
- Select the output channel/printer and execute.
The Shipment Pro Forma Invoice will show:
- Consignee = the project delivery address.
- For each line: customs value, customs statistics number, net weight.
- Totals for net/gross weight, volume, customs value, which are what customs typically need.

You can also configure the Shipment Type so that the Shipment Pro Forma Invoice prints automatically at a main step (e.g., Deliver or Close) instead of manually.

This way you do not need a PO–CO or new site for every project, and you avoid manual customs paperwork beyond this pro forma invoice generated from the shipment.

1. Create the shipment from your warehouse

2. Process the shipment

3. Print the shipment pro forma invoice (for customs)

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