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:

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:

• Assign Lot Numbers or Serial Numbers to an O/E Shipment

• Change payment terms

• Change tax information

• Edit currency exchange rates

• Edit sales splits

• Enter taxes manually

• Import shipments

• Invoice a shipment

• Print invoices

• Ship an Order

• If you use Payment Processing, process, capture, or void a credit card prepayment.

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:

• Customer Bill-To Address

• Customer Ship-To Address

• Item Detail Form

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.

See also

Credit/Debit Note Entry — overview