Shipment Entry form -- Overview

$image\field_bt.gif$ Shipment Entry Form — Overview

Use the Shipment Entry form to:

Enter and post shipments — for existing orders or without entering orders first.
Add miscellaneous charges to existing orders.
Create invoices automatically for posted shipments.
Print picking slips and invoices (if you created an invoice) immediately after posting shipments.
Import and export shipments.
Assign serial numbers and/or lot numbers if you have installed and activated Sage ERP Accpac Serialized Inventory and Lot Tracking.
If you use Payment Processing, capture or void credit card prepayments for orders.

Note:

You can skip the order process and enter items directly on a shipment and automatically create the invoice. On a new shipment, enter the customer number, and then add the item details. (Do not specify an order number.)
You can recall and edit a shipment until you invoice it or until the order is fully shipped.

For information about a tab, click the corresponding link, below:

Shipment	Customer	Taxes	Retainage
Optional Fields	Sales Split	Rates	Totals

For help on the History and Prepayment buttons that appear on the Shipment Entry form, click the following links:

For help on particular tasks, choose one of the following topics:

Double-click the Shipment Entry icon in the O/E Transactions folder to add or edit shipments.

For help on the Shipment Entry popup forms, choose from the following:

Use the buttons on the form to:

Post the displayed order or invoice.
Open the detail form (Item/Tax...).
Close the Invoice Entry form or a “zoomed” form.
Process or void a credit card prepayment, or capture a pre-authorized credit card payment.

For help on fields and buttons in the Invoice Entry form, click the Field List button at the top of this Help page.