Create a Shipment Invoice—Exercises

IMPORTANT
If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Purpose: The purpose of this exercise is to create stored sales parts with freight information and receive them into inventory in order to use them as complementary parts. 

Enter Customer

Windows:
Customer

  1. Enter C.S.C. Cape Town as customer with XX1030 as Customer No.

General exercise for Customer  

Create Stored Sales Parts

Windows:
Sales Part
Inventory Locations
Inventory Part
Receive Inventory Part

  1. Enter two different Sales Parts.
    Street Car with XX18-304 as Sales Part No
  2. Create relevant Inventory Location.
  3. Create corresponding Inventory Parts
  4. Receive a sufficient number of parts into stock.

General exercise for Sales Part

General exercise for Inventory Locations

General exercise for Purchased Inventory Part

General exercise for Receive Inventory Part

Required Data

Entering Customer Order

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer
Customer Order

  1. Open the customer C.S.C. Cape Town (XX1030) and open the Address tab and set Shipment Creation to Create New Shipment for the default delivery address
  2. Enter a customer order with C.S.C. Cape Town (XX1030) as customer and wanted delivery date in a month's time. The order type should be NO, and you should use your User ID as the coordinator. Note the order number:_______.

  3. Enter two order line with 5 pcs each of the sales part Street Car (XX18-304).

  4. Release the order.

General exercise for Customer  

General exercise for Entering Customer Order

Main Exercises

Create a Shipment Invoice

Purpose: The purpose of this lesson is to familiarize you with the functionality for creating invoices for a shipment

Windows:
Create Shipment Invoices
Customer Invoice

  1. Open the Shipment Order Lines window and search for your order.
  2. Select all of the lines and right click, then click, Shipment
  3. The Shipment window opens and the order lines are connected to the shipment.
  4. Reserve, pick report, complete, deliver and close your shipment
  5. Open the Create Shipment Invoices window and search for your shipment.
  6. Select the shipment and create the invoice by using the operation Create Shipment Invoice
  7. Open the Customer Invoice window to view the created invoice, search for your Shipment ID.

Batch Create Shipment Invoices

Purpose: The purpose of this lesson is to show how to create multiple shipment invoices at a time.

Windows:
Batch Create Shipment Invoices
Customer Invoice

 

Notice the remaining lines in the Create Shipment Invoices window before you do the following steps. Adjust your user parameters in the following steps in order to create invoices for them.

  1. Open the Batch Create Shipment Invoices dialog box.
  2. Specify the company to which the shipments belong. It is not possible to create invoices in multiple companies.
  3. Specify a site belonging to the above company or leave the percentage sign (%) to indicate all the sites of the company.
  4. Similarly, specify the customer number, currency and payment terms or leave the percentage sign (%) to indicate all.
  5. Click OK.
To schedule batch create shipment invoices as a background job:
  1. Click Schedule to open the Create New Task Schedule window. Set the scheduling parameters as required and save. Scheduled tasks can be seen in the Scheduled Database Tasks window.