Work with Sales Shipment Summary

Once a sales shipment has been posted, you can view the sales shipment summary from the Posted Sales Shipment page.

In order to view a sales shipment summary, you need to define the format of the sales shipment summary from the Customer Card page.

Note: To use this feature, you must use containers when shipping.

To define the format of the sales shipment summary

1. Choose the Search icon, enter customers, and select Customers.

2. On the Customer List page, open the record for the customer that you want to define the sales shipment format.

3. On the Customer Card page, on the Shipping FastTab, choose a value for the Sales Shipment Summary Format field.

   • None: A sales shipment summary cannot be viewed for the customer.

   • Shipment-Order-Pack-Item: The sales shipment summary will be organized by sales shipment number, sales order number, shipping container number, and then item number.

   • Shipment-Order-Item-Pack: The sales shipment summary will be organized by sales shipment number, sales order number, item number, and then shipping container number.

4. Close the Customer Card page.

To view the sales shipment summary

1. Choose the Search icon, enter posted sales shipment, and select Posted Sales Shipments.

2. On the Posted Sales Shipments page, select a record.

3. On the Navigate tab, choose the Sales Shipment Summary action.

   A summary of the sales shipment is displayed in the format that was defined for the customer.

4. Close the Sales Shipment Summary page.

To recalculate the sales shipment summary

If required, you can recalculate the sales shipment summary.

1. Choose the Search icon, enter posted sales shipment, and select Posted Sales Shipments.

2. On the Posted Sales Shipments page, select a record.

3. On the Actions tab, choose the Calculate Sales Shipment Summary action.

4. On the Navigate tab, choose the Sales Shipment Summary action to view the recalculated summary.