Sales Shipment/Invoice#
This page contains information on how to invoice/ship machines that have been created via a forecast.
This chapter is divided into the following sections:
Creating Sales Shipment/Invoice#
Note
If a sales order remains open in the system for an extended period, you can update the prices and discounts of individual lines before creating the shipment/invoice. To do so, click on Line > Update Price in the menu bar of the Lines FastTab. Select which prices or discounts you would like to update and confirm your selection with OK. The prices or discounts are then updated in the applicable lines. You can also update the prices and discounts of multiple lines at the same time. Simply select the desired lines beforehand.
This section describes how to invoice/ship machines that have been created via a forecast. 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, please proceed as follows:
- Use the quick search (ALT+Q) to find the page Sales Orders.
- The page Sales Orders is displayed.
- Enter the number of the Sales Order you have created beforehand into the search field.
- Open the sales order by clicking on the sales order number.
- Navigate to the lines FastTab and enter the necessary information regarding location and quantity.
- Click Home > Post in the menu bar.
- A dialog window is displayed.
- Specify whether you would like to ship, invoice or ship and invoice the order.
- Confirm your choice by clicking OK.
- The shipment/invoice document will be displayed. You can now further process the document.
You have successfully created a shipment/invoice for a machine created via a forecast. The machine sales process has been completed.