Sale Shipment Runs

Sale Shipment Runs

Overview

 

This feature is not available in Readysell Lite. 

A sale shipment run is used where you want to generate shipments from sales orders where automatic warehousing is either not being used at the site or is not fulfilling to your expectations.  This process could also print picking slips based on settings on the workstations.

Getting Started

 

Reference

Buttons

Refer to Common Buttons.

Image

Field

Description

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

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

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

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