Run the Confirm sales line process to register that the parts on a sales line have been shipped. As a result, the Sales line complete check box on the Specification tab of the sales line will be selected. All underlying shipping lines will then automatically be confirmed as complete as well.

Note: If you use the Unconfirm sales line process to clear the check box, the confirmation of the shipping lines will not be undone.

Upon the last shipment on the sales line, both the shipping lines and the sales line must be confirmed as complete.

When a sales line has been reported ready, you cannot ship any more parts for the sales line. For example, if you have created three shipping lines for three shipments, and after two shipments it appears that the third shipment is no longer required, you can use the Confirm sales line process to prevent the third shipment from being made.

The Specification tab allows you to check whether and when each sales line has been confirmed as complete. If you still want to ship parts, you first have to clear the Sales line complete check box on the sales line. To clear the check box, run the Unconfirm sales line process from the Edit menu.

Consequences of confirming sales lines as complete

Confirming a line as complete has the following consequences:

• You are no longer able to issue invoices for lines containing parts of the 'Service' and 'Costs' type.
• You are unable to create any new shipping notes for lines containing parts of the 'Production part' or 'Purchase part' type.

Confirm sales lines as complete

If you have not shipped any parts yet and you want to confirm the sales line as complete as soon as the shipment has been made, proceed as follows:

1. In the Shipping module, open the Sales offers and orders form, click the Shipping schedule button, and select the shipping line you want to confirm as complete.
2. Authorize the shipping line using the Authorize command from the Edit menu.
3. Select the Convert line option to only authorize the selected shipping line. You can also choose to authorize all lines in the shipping schedule, and you can choose to undo their authorization.
4. Run the Confirm process from the Edit menu to confirm the shipping line as complete.
5. Now confirm the sales line as complete by selecting the Confirm sales line after creating shipping note item from the Edit menu.

   The Confirm sales line after creating shipping note check box on the left-hand side of the form is now selected, and the Date field is filled with the system date. This indicates that the entire sales line will be confirmed as complete once the shipping note has been created.

6. Create a shipping note.

   Once the shipping notes have been created, the Sales line complete field on the left-hand side of the form will be filled with the values from the fields on the right-hand side. No more shipments can be made now.

Unconfirm sales line

Run the Unconfirm sales line process from the Edit menu to enable shipments again.