Use the Create shipping notes 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.
The stock is sufficient if a setting specifies that the stock cannot be negative. If negative stock is allowed, you can create a shipping note regardless of the stock quantity.
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. If you are using Revision Management and the stock of part revisions is set to be interchangeable, then the stock of all revisions of a part can be used. If all of the stock of the revisions is insufficient, and negative stock is allowed, only the stock of the revision selected on the sales line will become negative. For each released revision, a line is created on the Stock transactions form.
The data to be used for accounting purposes have been collected.
Note: If the shipped parts have a 'Stock' origin, the stock is transferred using the Create shipping notes process. If the origin is 'Purchase' or 'Production' in combination with 'WIP location', the stock is transferred during the Process shipping notes process.