One moment please...
 
Exact Globe+   
 

Creating and processing shipment for sales orders

Introduction

In Exact Globe Next, you can create and process shipments with tracking numbers for your deliveries. The tracking number allows customers to keep track of the sales orders.

Menu path

Go to Order ➔ Entries ➔ Shipping, select a sales order, and then click Shipping.

Fields

Information pertaining to the sales order is displayed at the top of the screen. A list of options appears if you press F2 in the Item column and Project column. From the list, make your selection and click Select.

Item

Type or select the shipping method for the selected sales order. By default, the shipping method displayed is based on the Shipping via defined at the Sales orders screen (go to Order ➔ Entries ➔ Sales orders, select the relevant sales order, and then click Open), under the sales order header. This information is mandatory. You can also create shipping methods at System ➔ Logistics ➔ Shipping methods.

Description

This column displays the description of the shipping method selected. This column cannot be edited.

Status

This column displays the status of the shipping method. This column cannot be edited.

Packages

Type the number of packages that will be delivered to the debtor for the selected shipping method. By default, “1” is displayed.

Note: This column depends on the settings defined at System ➔ Logistics ➔ Shipping methods. The shipping methods that are defined at System ➔ Logistics ➔ Shipping methods are considered as phantom items (items that cover a logical set of costs, discounts, payment conditions, or components).

If the Shipment check box in the Tracking number section at System ➔ Logistics ➔ Shipping methods is selected, the phantom item created will be a batch item. If the Packages check box is selected, the phantom item created will be a serial item (for example, if “3” is defined in the Packages column, 3 shipping lines will be created).

Sales unit

This column displays the unit of the shipping method. The sales unit of the shipping method is based on the Unit defined at the shipping method maintenance (go to System ➔ Logistics ➔ Shipping methods, select the relevant shipping method, and then click Open). This column cannot be edited.

Tracking number

Type a tracking number for the shipping method. By default, the tracking number will automatically be displayed if the Generate tracking number check box is selected at System ➔ General ➔ Settings, under Order settings in the Shipment section.

Note: The tracking number is mandatory if the Generate tracking number check box at System ➔ General ➔ Settings, under Order settings in the Shipment section is selected. If the Generate tracking number check box is not selected, the Tracking number column is not enabled. Also, the tracking number will be generated automatically only if a tracking number has been manually entered before.

Project

Type or select the project code for the sales order. By default, the project code displayed is based on the project code generated in the Project code box at the conditions screen (go to Order ➔ Entries ➔ Sales orders, select the relevant sales order, click Open, and then click Conditions), under the Analytical group section.

Note: The project code is automatically generated for the sales order only if the Generate project check box is selected at System ➔ General ➔ Settings, under Order settings, in the Entry section. If the Generate project check box is not selected, the Project column (in the Shipment screen) will be empty.

Buttons

Sales order

Click this to view the selected sales order. For more information, see Creating and maintaining sales orders.

Process

Click this to process the shipment for the selected sales order. For more information, see Printing receipt label for sales order shipments.

Note: When you print or process the shipment for EDI sales orders before the early ship date defined at the sales order line, a warning message, "Sales order is before the Early ship date. Do you want to continue?" is displayed. Click Yes to process the shipment or No to cancel.

Cancel

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.936.638
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
 Disclaimer