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- Actual Ship: Displays a date field that will automatically pull the latest Actual Ship date from the shipments on the Shipments tab once all shipments have been marked as Shipped. This field is not editable but is required and once it defaults from the Shipments tab, the transaction will automatically update to a status of Shipped.
- Carrier: Displays a drop-down menu of all active carriers for the user to select the shipment method for the invoiced items. If the address being shipped to has a carrier assigned to it, this field will default to select the assigned carrier. Or, if there is no carrier assigned to the address but there is a carrier selected for the “Default Carrier” Sales preference, this field will default to select the preference carrier. If the selected Carrier is visible to Logistics, the shipments on the transaction will be managed in the Logistics module. Whether or not the Carrier is required is determined by the ‘Do Sales Orders Require a Carrier’ Sales Order preference.
- Deliver On: Displays a text box field for the user to enter the date on which the invoiced items need to be delivered.
- Doc Date: Displays a text box field for the user to enter the date the invoice was made. This field defaults to today’s date.
- PO: Displays a text box field for the user to enter the purchase order associated with the invoice. If the Purch. Order field on the New Invoice window was completed, the PO field will auto-populate to reflect the same entry.
- Ship By: Displays a text box field for the user to enter the date by which the invoiced items must be shipped. This field defaults to the date selected for the Ship by field on the New Invoice window.
- Ship to: Displays a drop-down menu of the available shipping addresses for the customer by ID. The address of the selected address ID is populated as read-only beneath the selection. This field’s title displays a hyperlink that, when clicked, opens the Edit ship-to address window, which allows the user to edit the “Ship Attention To” name, the address, and the phone number without affecting the address or customer record.
- Site: Displays a drop-down menu of all the sites assigned to the workflow group for the address. These sites are determined in the Workflow setup in the System module.
- Status: Displays a drop-down menu of the status options for the invoice. This field defaults to ‘New’ but all available statuses are determined in Status Setup.
- Workflow: Displays a drop-down menu of the workflow options for the invoice. These workflow options are determined in the Workflow setup in the System module.
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- All allocated lot's allocated and on hand balances will decrease.
- A posted SO Shipment transaction will be created in the inventory module for each lot allocation on the invoice, which will only be visible within the Inventory inquiries.