Run the Create shipping note for shipping line process to register shipments of parts. The data on the shipping note can then be used to create sales invoices. The data recorded in shipping notes include:

• The sales order or sales offer for which you want to ship parts
• The quantity you will ship
• The date of the shipment

Tip: You can choose how you want shipping notes to be created: you could create a new shipping note for every order, or you could include multiple orders on a shipping note. Use the Create shipping note setting on the Customer tab of the Default values form to indicate your choice. If a different setting applies to a specific customer, modify the field on the customer's Customer card.

Conditions

Shipping notes can be created only if:

• The To ship field on the Shipping schedule form contains a quantity.
• The shipping line on the Shipping schedule form has been authorized (Shipment authorization field).
• The sales line has an 'Order' or 'Actual costing' status.

Results

The shipping notes created are displayed on the Shipping notes form (Shipping module). During the execution of the process, the following changes are made automatically:

• The shipping details in orders or offers have been updated (Already shipped quantity and Still to ship quantity).
• The To ship, Shipping date, and Shipment authorization fields in the shipping schedule have been filled in.
• In case of deliveries from stock, the stock has been updated.

The data to be used for accounting purposes have been collected.