Sales Shipment/Invoice
Note
If a sales order has the Open status for a long time, you can update the prices and discounts for the individual lines before creating the sales shipment/invoice to take possible price and discount changes into account. To do so, select the desired line(s) in the Lines FastTab of the sales order, then click Line > Update Price in the menu bar. Then, select if only prices or prices and discounts should be updated and confirm your selection with OK. The corresponding prices or discounts are updated in the selected lines.
This chapter describes how to ship/invoice machines with a calculation worksheet. To be able to create a shipment/invoice, you first have to create a sales order. To create a shipment/invoice from a sales order, proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Orders page.
- Open the sales order that you want to ship and invoice.
- Click Home > Release in the menu bar.
- Click Home > Preview Document > Post... in the menu bar.
- In the dialog window, specify whether you want to ship, invoice, or ship and invoice the order.
- Confirm your selection with OK.
- Optional Confirm another dialog window with Yes to open the posted invoice.
You have successfully created a shipment/invoice for a machine with a calculation worksheet. The machine sales process has been completed. Our ERP solution now checks the Return Status of the corresponding calculation worksheets. If the calculation worksheets do not contain any return/trade-in lines or if all documents have been posted completely, the CPQ is deleted and archived depending on your settings. If return/trade-in documents are still open, the CPQ is retained and a message is displayed. In this case, archive and delete the CPQ manually after the return/trade-in has been completed.
Tip
You can view archived sales orders on the Sales Orders Archive page.