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Finalise Packing Slips


This process is enabled if the SO Module Control option Use packing slips is selected. Use it to finalise packing slips when they have been generated and maintained.

Use this form as an additional control step before shipping orders and generating invoices. Before generating invoices using the Generate Invoice form, you can select an option to invoice finalised packing slips only.

You can also specify whether users can edit finalised packing slips before invoicing. Select this option to edit finalised packing slips using the Packing Slip Maintenance form, before invoicing. If you don't select this option, finalised packing slips become read-only and you cannot edit them.

Note: You don't need to finalise packing slips. You can also invoice unconfirmed packing slips.

You can finalise packing slips for any order line that has a status of On Packing Slip. You can run the process from the Packing Slip Maintenance form, or using the Process/Sales Orders menu.

Options Reference

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

Selection Criteria

Reference

To recall a specific set of search filters — for example, you regularly use the same logic to search for packing slips to finalise - enter a reference and then click Save Criteria.

Up to Packing Slip date

When the search criteria is applied, all packing slips with a date up to and including this date are included.

Finalised packing slips/Unconfirmed packing slips

The default value is Unconfirmed packing slips. Change this option to Finalised packing slips to search for packing slip lines with a Finalised status so you can apply the Reset option on this form.

From/To Search Filters

You can search for packing slips to finalise using any or all of these parameters:

  • Branch
  • Location (leave empty to search all locations)
  • Customer
  • Packing Slip Number
  • Customer Order Number

You can also select Search using customer order no. range to enter a range of numbers, or leave it deselected to enter one specific customer order.

Save Criteria

Use this with the Reference field to save search criteria. You can recall the criteria when the process runs in future.

Delete Criteria

Click this button to clear the current search criteria section and return to default selections. You can enter new criteria.

New Criteria

Click this button to clear the current search criteria section and return to default selections, where you can enter new criteria.

Apply Criteria

Click this button to run the search and return packing slips to the table for selection. Each packing slip line is selected, but you can remove the selects if you do not want to include specific packing slips for confirmation. The Select All and Unselect All buttons can be used to update the Select value for all packing slips in the table.

Clear Table

Click this button to clear the sales order detail in the table so that the search can be re-applied if required (for example, to re-enter selections).

Note: Packing slip detail displayed in the table is read only. You can double click on any line and the Packing Slip Maintenance form opens, populated with details of the line that was selected in the table when the form was opened.

Finalise Options

Finalise

Click this button to finalise all selected packing slips. This updates the line status for selected packing slips to Finalised.

Reset

Click this button to re-instate the previous line status for selected packing slips. Click this button when the Finalised packing slips option is selected as a search criteria.

Note: You can also finalise packing slips from the Packing Slip Maintenance form.