Overview
| Note |
|---|
This feature is not available in Readysell Lite. |
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Refer to Common Buttons.
| Image | Field | Description |
|---|---|---|
| New | Create a New sale shipment Run |
| Save | Save changes as you go |
| Attach File | If you want to attach any files like spreadsheets or user guides etc, use this button on the sale shipment run you have already created. It can only be attached to a Sale Shipment run that has a transaction Number assigned to it and the transaction also must be saved first before you can attach anything to it. |
 | Extract Orders | Used to extract from sales orders or service orders to be turned into Sale Shipments. |
| Generate Shipments | Once you have extracted the data into the SALSRN (Sale Shipment Run), edit the lines if required first, then use the Generate Shipments button to turn them into sale shipments. |
| Delete | Used to delete the sale shipment run if you no longer want it. You cannot delete a Posted Sale Shipment Run |
| Cancel | Used to cancel your last lot of changes and restore you back to your last save. If you haven't saved the sale shipment run at all before and the transaction Number is 0, then when you hit Cancel, it will completely cancel the sale shipment run as the transaction Number was 0 |
| View Variants | If you create a different view of columns in the List view, the list of all of the sale shipment runs (according to the filter you're working off) you can save it as a View Variant so that the system remembers your view you created. If you do not save it as a view variant, then when the next upgrade is sent to your site, it will trash off all the views you have created but not saved as a view variant. If you update an existing view variant, please make sure you drop down the view variant, select Rename View Variant (do not change the name), and click on OK to save it. |
Fields
| Field | Description |
|---|---|
| Type | The transaction type. For a standard Sale Shipment Run, the transaction type is SALSRN |
| Number | Is the transaction number for the Sale Shipment Run. Every transaction in Readysell has a transaction number |
| Status | The status of the sale shipment run |
| Date | The date of the sale shipment run |
| Description | The manual description you entered onto the Sale Shipment Run, or it can use the name of the sale shipment run set you've used when you extracted orders to the sale shipment run. |
Lines tab
| Field | Description |
|---|---|
| Customer | Which customer is on the sale/service order from which the order was extracted |
| Charge To | The Charge To used on the sale/service order |
| Sale Order | The Sale Order transaction number |
| Service Order | The Service Order transaction number |
| Value Ex Tax | The Value Ex Tax of the Sale/Service order |
| Tax Value | The Tax Value of the Sale/Service order |
| Value Inc Tax | The Value Inc Tax of the Sale/Service order |
| Sale Shipment | The Sale Shipment number once you Generate Shipments for those sale/service orders |
| Note | Any Notes on the sale/service order |
General Tab
| Field | Description |
|---|---|
| Site | The Site to be used for this sale shipment run |
| Value Ex Tax | The total Value Inc Tax of the Sale Shipment Run |
| Value Inc tax | The total Value Inc Tax of the Sale Shipment Run |
| Email Batch Generated | Will be flagged if an Email Batch was Generated during this process |
| Print Sale Shipments | Will be flagged if Sale Shipments were Printed during this process |