MYOB Greentree

HideShow
  • Contents
  • Index
  • Search
 
Display results with all search words

 

Packing Slip

To maintain a packing slip, enter or select the packing slip number into the Number field within the Packing Slip Detail section of the form.

If you do not know the packing slip number, you can determine it by searching for the sales order on the SO Enquiry form, and then seeing which packing slips are related to it.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

When the packing slip number is entered or selected, these details display on the form:

Branch

Defaults to the branch of the order.

Date Created

Defaults to the date the packing slip was generated using the Generate Packing Slips process.

Date Printed

If the packing slip has already been printed, this defaults to the date it first printed, otherwise it is blank.

Status

This displays the header status of the packing slip, which indicates whether any further processing or maintenance can be applied. These statuses apply:

  • Unconfirmed - There are lines on the packing slip that have not been finalised using the Finalise Packing Slip process.
  • Finalised - All packing slip lines have been finalised using the Finalise Packing Slip process. You cannot edit the lines if the SO Control option Allow editing of finalised packing slip is not selected.
  • Invoiced - All packing slip lines have been invoiced. You cannot edit them.
  • Cancelled - All packing slip lines have been cancelled. You cannot edit a packing slip with this status.

Information

Each packing slip line also has a status, which can be viewed in the table. The header status reflects the lowest status of the packing slip. For example, if some of the packing slip lines have been cancelled, and some have invoiced, the packing slip header status will read Unconfirmed as long as there are still some lines which remain unconfirmed.

Customer Detail

All customer details display in read-only format using the customer of the sales order.

Customer Status

Click this button to view details of the sales order customer. If the SO Preference option Customer status displays enquiry form is selected, the AR Customer Enquiry for displays. If you don't select this option, a limited version of the customer details is shown.

InformationWhere the full AR Customer Enquiry is shown, the Cash/Banking/Credit, Integration, and Web Users sections of the enquiry will not be available to access.

Narration

Enter unlimited text as a packing slip narration for your internal reference. Press F9 to add or view a full form of narration. Press CTRL-Enter to start a new line.

Packer/Picker

This section is applicable if pickers and/or packers are in use. If a packer and/or picker is already been assigned using SO Entry or SO Generate Packing Slips, they displays here.

Click Assign default picker to default the selected picker to all the packing slip lines. Otherwise, you can assign individual pickers at the line level using the table. If you are a user who can assign pickers/packers, you can select or change the picker/packer here.

Is packed (header)

Select this option to indicate the packing slip is physically packed and is ready to dispatch.

Is picked (line - table)

Select this option to indicate the packing slip line is physically picked from the warehouse. If Warehouse Bin Management is in use and a packing area is set up as a transitional area, once the line is saved the Bin Selection updates to show the item located in the Pack area.

InformationThis inventory remains Committed to Sales Order as this has not yet been invoiced. There are no financial transactions created. Invoicing the line removes the inventory from the Packing area.

Print Packing Slip

Click this button to print the selected packing slip directly from the form.

Save Unconfirmed

Click this button to save the packing slip with a status of Unconfirmed,.

Finalise

Click this button to open the Finalise Packing Slips form, and finalise the selected packing slip (applicable only if you have chosen to use this function, as you don't need to finalise packing slips).

Print Invoice

Click this button to open the Generate Invoices form for the selected packing slip (this generates an invoice), and print the invoice from the form.

Generate Invoice

Click this button to activate the Generate Invoices form for the selected packing slip (this generates an invoice), without printing the invoice.

Discount

This is the total discount value (sum of all lines) for the selected packing slip.

Surcharge

If the packing slip has non-stock lines, where the non-stock sales code is classified as a surcharge item, this is the total net value of the surcharge items.

Net

This is the total net value (sum of all lines) for the selected packing slip.

Tax

This is the total tax value (sum of all lines) for the selected packing slip.

Total

This is the total packing slip value (sum of all lines).

Information

You can delete a packing slip by clicking the rubbish icon any time, as long as the status of the packing slip you to delete it.

Intrastat/EC Sales

These fields are only applicable if the company is subject UK Intrastat and EC Sales reporting.

See Also