Select Shipment

If the Import Costing module is in use, you can create an invoice from a shipment using the Select Shipment form. You don't need to first process a receipt transaction for the shipment.

When you save the invoice transaction, the updates for receiving selected shipment lines are also processed. This creates two general ledger journal batches: one for the receipt, and one for the invoice.

The form displays purchase orders that are placed in a shipment, but have not been received:

Unselected Shipments Table

This table displays all purchase orders of the selected supplier that are in a shipment containing at least one unreceived line.

To select a shipment to invoice, highlight the shipment reference in this table, and click the Select >> button to move it into the Selected shipments table. This assumes all lines in the selected shipment is included in the invoice. Use << Deselect to transfer a selected shipment back into the deselected table.

Note: If you only want to select specific lines within a shipment to invoice, highlight the shipment reference in the deselected shipments table. Line detail of the shipment updates to the table at the base of the form. You can then click the Select box beside the lines to include for invoicing.

Selected Shipments Table

This table displays all the shipments you have selected for invoicing. You can use << Deselect or Deselect all to move shipments back into the Unselected shipments table.

Note: When you position to a shipment in the selected table, the shipment line detail displays in the table at the base of the form. You can click the Select box beside lines in the shipment to include them for invoicing.

Shipment lines that you select to invoice populate the Line Items form. You can delete lines from the table by pressing Shift-F2.

If only part of a shipment (or part of a line quantity) is invoiced, the shipment is available on the Select Shipment form for future invoicing until all line quantities are fully invoiced.