QuantityThe field has several occurrences on the Shipping schedule form. Only one of them can be changed; the others cannot. In the field that can be changed, you can specify the quantity you will ship from this shipping line. If the actual shipment is specified in the Shipping module, you can still change this quantity, as this field contains the planned shipping quantity. If you change the quantity in the first field, the contents of the other two fields will change automatically.
The Quantity field is displayed on the other locations for your convenience. For example, the field is displayed next to the informational fields showing the quantity already shipped on this shipping line, the quantity still to be shipped, etcetera. You cannot change the field contents on these locations.
The planned shipping date is initially copied from the Confirmed shipping date field on the Specification tab of the sales line.
If you are using a main shipping schedule, the planned shipping date on a shipping line will be based on the date set in the main shipping schedule to which the shipping line is linked. If you make changes to the main shipping schedule, those changes will also be applied to the planned shipping date on the shipping line. The confirmed shipping date may be different.
The confirmed shipping date in the shipping schedule is initially copied from the Confirmed shipping date field on the sales line.
If the line is part of a clustered shipment (main shipping schedule), this field shows the main shipping schedule the shipment is included in.
The field has several occurrences on the Shipping schedule form. Only one of them can be changed; the others cannot. In the field that can be changed, you can specify the quantity you will ship from this shipping line. If the actual shipment is specified in the Shipping module, you can still change this quantity, as this field contains the planned shipping quantity. If you change the quantity in the first field, the contents of the other two fields will change automatically.
The Quantity field is displayed on the other locations for your convenience. For example, the field is displayed next to the informational fields showing the quantity already shipped on this shipping line, the quantity still to be shipped, etcetera. You cannot change the field contents on these locations.
The Already shipped field will be filled when a shipping note is created for this shipping line. This quantity is automatically monitored based on the data in the Shipping module. This is an informational field that cannot be modified.
When the shipping note is processed, the quantities shipped are registered permanently. This means that if you change the quantities delivered after you have created a shipping note, this change will be visible in the Already shipped field only after the shipping note has been processed.
The 'Still to ship' field will be filled when a shipping note is created for this shipping line. The total 'To ship' quantity will then be reduced by the quantity stated on the shipping note, and this result will be filled in in the 'Still to ship' field. This is an informational field that cannot be modified.
When the shipping note is processed, the quantities delivered will be registered permanently, and the outstanding quantity in the Still to ship field will, if necessary, be updated. This means that if you change the quantities delivered after you have created a shipping note, this change will be visible in the Still to ship field only after the shipping note has been processed.
This field shows the date on which the sales line was confirmed as complete by running the Confirm sales line process. You can undo the confirmation of a sales line using the Confirm sales line process.
The 'To ship' field will be filled when the shipping line with a 'To ship' quantity is applied in the Shipping module. This is an informational field that cannot be modified.
Once the corresponding shipping note has been created, the 'To ship' field will be reset to '0', as the 'To ship' quantity is then considered to have been shipped.
If in the Shipping module a shipping line has been authorized with the Authorize option from the Edit menu (Sales offers and orders form, Shipping schedule button), the Authorization check box in the Sales module will be selected.
This field shows the user who created the current shipping line. This is an informational field that cannot be modified.
The Complete field will be activated if the shipping line has been confirmed as complete in the Shipping module using the Edit menu > Confirm option (Sales offers and orders form, Shipping schedule button).
The confirmation can be undone in the Shipping module (Edit > Unconfirm shipment). When the confirmation is undone, the Complete check box on the shipping line will be cleared again.
This is an informational field that cannot be modified.
Use the Credit limit check option to check a debtor's financial position. Various checks can be performed at various times.
Sales offer/order, Sales line with 'Offer' status, Sales lines with 'Order' status
To perform a credit limit check when a sales offer or sales order is entered, when a sales offer is converted into an order, when sales lines with an 'Offer' status are entered and/or when sales lines with an 'Order' status are entered, you can choose from the following settings:
Tip: The Customer tab on the Default values form allows you to specify a default value for this field that will apply to all customers. This value will be filled in automatically when a new customer is added. You can modify the default value at any time if another value should be used for a particular customer.
Note: The message will appear only if you execute the Order from offer process while status handling is enabled, which means that you have set an option to change the status type 'Offer' into 'Order' when the process is executed.
Note: The Sales order permission option enables you to block the order entry for a particular customer if he does not meet the proper requirements. The customer will be blacklisted as a result. This blacklisting feature applies to the customer of the order; the credit limit check applies to the debtor of the order.
When creating shipping notes
When creating shipping notes, you can choose from two settings:
Tip: The Customer tab on the Default values form allows you to specify a default value for this field that will apply to all customers. This value will be filled in automatically when a new customer is added. You can modify the default value at any time if another value should be used for a particular customer.
Tip: To ignore the credit limit for a particular shipment and ship the goods anyway, open the Shipping module and select the sales order. Now click the Shipping schedule button and select the shipping line. The Specification tab shows more information about credit limit overruns. Then open the Edit menu and select Cancel credit limit check. The credit limit will not be checked now, and you can create a shipping note.
Sums with 'Offer' status, Sums with 'Order' status
If you select these check boxes, the sums on offer and order lines with an 'Offer' and/or 'Order' status will be included in the total of the customer's open items. The credit limit check will not only be based on the open items total, but also on the sums of new offers or orders that have not been invoiced yet.
The Credit information form lists the sums taken into consideration during the credit limit check.
These fields show the quantities you will obtain from purchasing, stock, and production respectively. It is possible to change the field, but you should bear in mind that the origin quantities on the sales line must match the origin quantities on the shipping line. If you change the quantities, a warning will be displayed.
Note: The Purchase, Stock and Production fields should collectively contain the full quantity from the Quantity field. If the sum of these fields does not match the quantity in the Quantity field, a message will be displayed. In this case, you can confirm the data on the shipping line only after you have corrected the quantities.
This field contains the sum of the quantities from the Purchase, Stock, and Production fields. This is the quantity for which an origin has been specified.
Note: The Purchase, Stock and Production fields should collectively contain the full quantity from the Quantity field. If the sum of these fields does not match the quantity in the Quantity field, a message will be displayed. In this case, you can confirm the data on the shipping line only after you have corrected the quantities.
This is an informational field that cannot be modified.
This field shows for how many parts you have not specified an origin yet. This field contains the difference between the number of parts for which an origin must be specified (Quantity field on the Origin tab), and the number of parts for which you have already specified an origin (Total specified field on the Origin tab). You cannot modify the field.