Packing Slip

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To edit a packing slip, enter or select the packing slip number in the Number field in the Packing Slip Detail section of the form.

If you do not know the packing slip number, search for the sales order on the SO Enquiry form, and then find which packing slips are related to it.

Branch

Defaults to the branch of the order.

Date Created

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

Date Printed

If the packing slip has already been printed, this is the date it was first printed. Otherwise, it is blank.

Status

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

• Unconfirmed - There are lines on the packing slip that have not been finalised using the Finalise Packing Slip form.
• Finalised - All packing slip lines have been finalised using the Finalise Packing Slip form. You cannot edit the lines if the SO Module 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.

Note: 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 form displays. If you don't select this option, a limited version of the customer details is shown.

Note: Where the full AR Customer Enquiry is shown, you cannot access the Cash, Banking, Credit, Integration, and Web Users sections of the enquiry.

Narration

Enter 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 enabled if pickers and/or packers are in use. If a packer and/or picker is already been assigned using the SO Entry form or the SO Generate Packing Slips form, they display 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 or packers, select or change the picker or 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, the Bin Selection updates to show the item in the Pack area when the line is saved.

Note: This inventory remains Committed to Sales Order. 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 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.

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 open the Generate Invoices form for the selected packing slip without printing the invoice.

Discount

This is the total discount value for the selected packing slip.

Surcharge

If the packing slip has non-stock lines and if 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 for the selected packing slip.

Tax

This is the total tax value for the selected packing slip.

Total

This is the total value of the packing slip.

Note: You can delete a packing slip by clicking the trash can icon, as long as the status of the packing slip enables you to delete it.

• SO Packing Slip Maintenance (IEC)
• Packing Slip Lines
• Warehouse Personnel Maintenance
• Invoice Dating
• AR Invoice
• SO Module Control

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