Automatic generation of a shipping invoice by posting sales shipment.                                                                                                                                                 

Module Description

This module allows you to generate the shipping invoice when posting the sales shipment.

Setup

Setup Origins

In the Origins setup you can decide to delete the order when recording the shipping invoice (as the Microsoft standard would do using the “Ship and Invoice” function when psoting the sales order) by activating the “Cancel Order – Accompanying Invoice” flag:

If the flag is active, the system deletes the sales order when posting the shipping invoice.

Customer masterdata

On the customer card, which requires an shipping invoice, the “shipping Invoice” flag must be activated.

Functionality

Sales order creation

By filled-in the customer on the sales order, if the flag “Shipping invoice” is TRUE in the master data, this will also be display in the header of the document. 

Otherwise the user can activate it manually.

Shipment posting

If the “shipping invoice” flag is active on the sales order header, by clicking on “posting”, the system does not display the following pop-up:

The sales shipment and related invoice are recorded directly.

If the “Delete Order – shipping Invoice” flag is active in the Origins setup, the system deletes the order.