to select, the sales order number associated with the shipping transaction.Use this screen to ship sales order items after recording issue transactions for sales order inventory lines and in-transit line items. You can also record shipping transactions for drop-shipment (DRP) line items.
You must enter one shipping transaction for each ship-to address code on the issue. You can include multiple issue transactions for each shipment. You can enter all relevant shipping data, including freight charges, bill of lading, shipment number, weight, and volume. You must ship items to make them available for invoice creation.
For inventory (INV) and in-transit (INT) component issues, if the absolute value of the sum of issued quantities (not yet invoiced, for all components) is greater than or equal to the component line order quantity, the SO line is ready for invoicing. For drop-shipment (DRP) components, this is determined upon issue.
You cannot delete a shipping transaction if an invoice already exists for the shipment, or if any of the associated issue transactions contain component correction lines posted with the Post Component COGS Corrections option on the Post Sales Order Journal screen.
Customer information is available on the Maintain Customer screen.
This screen contains four tabs:
Shipping Information — Use this tab to enter and view general information related to the shipping transaction.
Customs Information — Use this tab to view information entered on the Customs Information subtask of the Manage Sales Orders screen.
Ship To Address — Use this tab to view information associated with the ship ID for the shipping transaction.
Notes — Use this tab to enter notes for this shipping transaction.
If you select the System option in the Packing Slip group box on the Configure Sales Order Entry Settings screen, leave this field blank. Costpoint assigns the next packing slip number.
If you select the System option and manually assign a packing slip number, this does not update Last System Packing Slip Number on the Configure Sales Order Entry Settings screen.
If you select the Manual option, you can enter a packing slip number of up to 15 alphanumeric characters. You cannot enter spaces in the packing slip number.
If you select the Packing Slip and Invoice Number Combined check box on the Configure Sales Order Entry Settings screen, Cost point assigns the packing slip number you enter here, or number auto-assigned by the system, as the invoice number. This enforces a one-to-one relationship between shipping transactions and their invoices.
Enter, or click to select, the sales order number associated with the shipping transaction.
Enter, or click to select, the shipping ID code of the address where items are shipped. The default ship ID loads from the Manage Sales Orders screen.
These fields display from the Manage Sales Orders screen.
This field displays the organization ID.
Enter the date when this shipping transaction was recorded. The system date defaults in this field.
This field is not used.
Enter, or use to select, the material handler performing this transaction. A valid employee ID is required.
This field displays the sales order transaction currency.
Use this group box to select the status of the shipment. You cannot change the status from Shipped to Pending or On Hold if an invoice already exists for the shipment, or if any of the associated issue transactions contain component correction lines posted with the Post Component COGS Corrections option on the Post Sales Order Journal screen.
Select this option to record the shipping transaction with a pending status. Costpoint does not include pending shipping transactions in the invoice creation process.
Select this option to record the shipping transaction with a hold status. Costpoint does not include on hold shipping transactions in the invoice creation process.
Select this option to record that the shipping transaction has occurred. The system date defaults in the Ship Date field when you select this option. Costpoint includes shipped transactions in the invoice creation process.
This field displays the system date when you select Shipped option.
Click this button to load issues associated with the sales order and ship ID that you enter.
The table window displays the issue transactions for the selected sales order.
This check box indicates whether the issue is excluded from the shipment. Select this check box if you want the issue transaction to be included on the shipment. Each issue defaults with this check box as not selected.
You cannot clear this check box (or remove an issue from the shipment) if an invoice already exists for the shipment, or if any of the associated issue transactions contain component correction lines posted via the Post Component COGS Corrections option on the Post Sales Order Journal screen.
This field displays the issue number.
This field displays the warehouse ID associated with each of the issue transactions.
This field displays the issue date for the issue transaction.
|
Subtask |
Description |
|
RFID Details |
Click this link to access the RFID Details subtask. |
|
PS Std Text |
Click this link to access the Packing Slip Standard Text subtask. |
|
SO Header Documents |
Click this link to access the SO Header Documents subtask. |
|
iRAPT |
Click this link to access the iRAPT subtask. |
|
Issue Detail |
Click this link to access the Issue Detail subtask. |
|
Line Documents |
Click this link to access the Line Documents subtask. |