View a Sales Shipment Summary
After a sales shipment has been posted, from the Posted Sales Shipment page, you can view the sales shipment summary.
Before you view a sales shipment summary, you must define on the Customer Card page, the format of the sales shipment summary.
Note
To use this feature, when shipping, you must use containers.
If required, you can recalculate a sales shipment summary.
To define the format of the sales shipment summary
Choose , enter customers, and then choose the related link.
The Customers page opens.
Select the record for the customer for which you want to define the sales shipment format, and then on the action bar, choose Manage > View.
The Customer Card page opens.
On the Shipping FastTab, in the Sales Shipment Summary Format field, select one of the following values:
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.
To view the sales shipment summary
Choose , enter posted sales shipments, and then choose the related link.
The Posted Sales Shipments page opens.
Select a record for which you want to view a sales shipment summary.
On the action bar, choose Navigate > Shipment > Sales Shipment Summary.
The Sales Shipment Summary page opens and displays a summary of the sales shipment in the format that was defined for the customer.
To recalculate the sales shipment summary
Choose , enter posted sales shipments, and then choose the related link.
The Posted Sales Shipments page opens.
Select a record for which you want to recalculate the sales shipment summary.
On the action bar, choose Actions > Calculate Sales Shipment Summary.
On the action bar, choose Navigate > Shipment > Sales Shipment Summary.
The Sales Shipment Summary page opens and displays the recalculated summary.