If you want to invoice more than one shipment at a time, you can
use the combined shipments feature.
Before you can create a combined shipment, more than one sales
shipment for the same customer in the same currency must be posted.
In other words, you must have filled in two or more sales orders
and posted them as shipped (but not invoiced). The Combine Shipments check box must also be
selected on the Shipping tab of
the Customer Card in order to use the functionality.
To Manually Combine Shipments:
You can manually combine shipments on an invoice by using the
Get Shipment Lines
function.
Insert a new header by pressing F3 and press Enter to
automatically assign the next number from the number series.
In the Sell-to Customer No.
field, click the AssistButton and select the customer who will
receive the invoice for the shipped items.
Click Functions,
Get Shipment Lines.
Select shipment line that you want to include in the
invoice:
To insert all lines, select all lines and click OK.
To insert specific lines, select the lines (hold down the
CTRL
key to select multiple lines that are not together) and click
OK.
If an incorrect shipment line was
selected or you want to start over, you can simply delete the lines
on the invoice and re-run the Get
Shipment Lines function.
To post the invoice, click Posting, Post.
If a customer is also recorded as a contact in the
Relationship Management application area, and if you have specified
an interaction template code for invoices in the Relationship Management Setup
window, when you select Post
andPrint to print the
invoice, the program automatically records an interaction in the Interaction
Log Entry table.
To Automatically Combine Shipments:
You can automatically combine shipments and have the option of
automatically creating invoices using the Combine
Shipments batch job.
On the Options tab, fill in
the fields. For Help about a specific field, click the field and
press F1.
For Help about fields on the other tabs, click the field and
press F1.
Click OK to start the batch
job.
Note that you will need to manually post the invoices if the
Post Invoices check box was not
selected on the batch job.
Removing Shipped and Invoiced Orders
When shipments are combined on an invoice and posted, a Posted
Sales Invoice is created for the invoiced line(s). The Quantity Invoiced field on the originating
Blanket Sales Order or Sales Order is updated based on the invoiced
quantity.
When you invoice shipments in this way, the orders from which
the shipments were posted still exist, even if they have been fully
shipped and invoiced.
To Remove Open Sales Orders:
Remove orders individually using the Delete (F4) function.
Remove multiple orders using the
Delete Invoiced Sales Orders
batch job.
To Remove Open Blanket Sales Orders:
Remove orders using the
Delete Invd Blnkt Sales Orders
batch job.
Sales Invoice window.
and select the customer who will
receive the invoice for the shipped items.