Creating a sale shipment set based on delivery runs and extracting sale shipments onto the delivery based on that set

This relies on the customer card/s having the Delivery Run set on the Address on the Address tab on the Card.  And if the sale does not have a customer card on it, but has a customer name and address on the Customer tab, make sure you select the Delivery Run from this tab.

The Sales Orders, Customer tab will need the Delivery Run field added to it, if it hasn't already, along with the Sale Shipment Customer tab requiring this field, if it hasn't already been added. (right click on the Customer tab, left click on Customize Layout, find and select Delivery Run, hold down a left click and add it to that window/tab - remember to save this as a view variant so that the computer remembers the field)

1. From the Navigation panel, open up Sales, click on Deliveries
2. Click on button New
3. Click on button Extract Delivery
   The Extract Delivery window opens
4. Drop the Sale Shipment Set (click on the drop down arrow on the right hand side)
5. Click on button New
   The Sale Shipment Set window opens
6. Give the set a Name, something like Delivery Run North
7. Leave the Query window empty
8. Select the Start Date of the date of the delivery run (this is not a compulsory field at this point, but once you select the run set you will then need to select it on the Extract Delivery window)
9. Select the End Date of the date of the delivery run
10. Select the Carrier if there is an assigned carrier to this delivery run (leave it open if you wish to select it at time of delivery instead)
11. Select the Delivery Run code (Documentation on creating Delivery Runs: Run (Delivery Runs))
12. Sales With No Customer flag
    1. If the flag is off, it will not include sales in the extraction where there is no customer code selected at the time of the sale
    2. If the flag is on, it will include sales in the extraction where is no customer code selected at the time of the sale
13. Click on button Save and Close
    Back in the Extract Delivery Window...
14. Select that run set from the Sale Shipment Set drop down list
15. Click on button OK
16. Review the sale shipments extracted onto the window
17. Click on button Save
18. Click on button Tag As Delivered.  If you tag the items as delivered, you cannot go back and unflag them if the delivery did not get delivered for whatever reason there may be.  However you can actually delete those delivery lines off that were not delivered on that delivery run.
19. Click on button Show in Report, Select Delivery Manifest, click on button Print - this report is used by the driver to get the customers to sign off on each of the deliveries they have received
20. Click on button Show in Report, Select Delivery Run List (From Delivery), click on button Print - this report is used by the driver to record what time they started their run, what time they finished their run and how many deliveries they have done.
21. Once the driver has come back, they can select the lines on their delivery run that they did not deliver and click on button Delete (just above the delivery lines - not the one on the header ribbon), click on button Save and the click on button Post Delivery.
    
    Note: You do not need to include in the query in the sale shipment set anything about extracting a sale shipment that is already marked for delivery or already delivered.  The system knows not to extract something has already been extracted.