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 on Line > Update Price. 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 section 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, please 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 on **Home ** > Release the menu bar.
- Click on 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.
- Confirm another dialog window with Yes, if you want 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 and the sales order is automatically transferred to the sales orders archive. You can view archived sales orders on the Sales Orders Archive page.