Shipments
Form
Use this form to:
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Record shipments of items out of inventory.
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Import shipment and sales return transactions from other Sage ERP Accpac databases or from non-Sage Accpac programs.
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Export shipment and sales return transactions.
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Assign serial and/or lot numbers to shipments of serialized/lotted items if you have the Serialized Inventory and Lot Tracking license installed
If you use the Sage ERP Accpac Order Entry program, you can process shipments and sales returns in either Inventory Control or Order Entry.
Multicurrency ledgers
If you have a multicurrency system, you specify the currency and exchange rate for each shipment or return transaction.
Project and Job Costing integration
If you use Project and Job Costing to assign goods to jobs, the shipment transactions created by Project and Job Costing will appear in Inventory Control showing that goods have been allocated to particular contracts, projects, job categories and WIP accounts.
Note, however, that you cannot assign goods to jobs from the Inventory Control program.
Types of transactions
You use the Shipments form to enter, save, and post shipments of items out of inventory and returns of items (sales returns) to inventory.
You can display or drill down to shipment and sales return transactions from General Ledger after posting unless you delete or clear them. However, you cannot edit the posted transactions.
To enter shipments and returns:
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Double-click the Shipments icon in the I/C Transactions folder.
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Click the New button to start a new shipment or sales return.
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Press the Tab key to accept the program-assigned number or enter a shipment or sales return number up to 22 characters long.
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For Entry Type, select Shipment if you are entering a shipment, or Return if you are entering a sales return.
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Specify the date, fiscal year, and fiscal period to which you will post the transaction in the general ledger, and enter an optional description and reference for the shipment or sales return.
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Enter a customer number and the name of the customer's contact person or position (optional).
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Enter the price list code for the transaction or select one from the Finder. The program automatically selects the default price list for the customer.
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If you have a multicurrency ledger, and you did not select a customer from your Accounts Receivable data, enter the currency code and exchange rate.
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Add the detail lines, specifying the item number, category, location, quantity shipped or returned, unit of measure, prices, and costs.
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If applicable, assign serial and/ or lot numbers to the shipment after specifying a quantity.
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Enter an optional comment.
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When you are ready, click the Save or Post button.
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If the program prompts you to delete the transaction, choose No unless your company always deletes posted transactions. (You cannot view or drill down to transactions if you delete them.)
After using
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Run Day End Processing to update Inventory Control's audit data, costing data (if you cost during Day End Processing), and item statistics after posting shipments or sales returns.
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Print the Shipments Posting Journal to check the shipment and sales return transactions you posted.
Click the Field List button at the top of this topic for information about fields on the Shipments form.
Click here for hints on using forms.
See also