Invoice Shipments

Modified on 01/09/2020 01:07 PM by Sharon Duckett — Categorized as: Documentation, Private, Public, Support

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Invoice Shipments
   Release Shipment
   Shipment List Screen
   Shipment Invoices Screen

Invoice Shipments¶

This task is used to select completed shipments for invoicing.

Select Invoice Shipments from the Navigation Bar or from the Drop Down Menu Order Entry – Billing.

Release Shipment¶

Before you can invoice an individual shipment on the Invoice Shipments screen, the shipment must be released.

1. Open the shipment. 2. From the Actions menu, select Release Shipment. 3. The Ship Status will change to Released.

Shipment List Screen¶

This screen lists all the open Work Orders that have Shipments ready to be invoiced. Only shipments with a Ship Status of Released will be displayed.

Select the desire shipment or “Select All” for all shipments in a work order and then select theOk button.

This will call up the Invoices screen so the shipment can be finalized and invoiced.

Shipment Invoices Screen¶

This is the Invoice screen.

It is important the User and the Location are correct because multiple uses and locations can be accessed from the same computer. These are located in the top right area of the screen.

This screen is similar to the Invoices screen except for the “Order No: xxx” (this is the Work Order number) information is displayed in place of “Ship Via: xxxx”.

The Invoice buttons and the Invoice Actions both function the same as described previously in the Invoices Help Documentation.