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Creating a new Shipment(customer)- Openbravo R2.13

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This is the process for creating a new shipment document for a customer.
Made for Openbravo R2.13

Published in: Business, Technology
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Creating a new Shipment(customer)- Openbravo R2.13

  1. 1. Creating a new shipment document <ul><li>Open the Sales management main menu </li></ul><ul><li>Click on –Shipment(Customer) </li></ul>
  2. 2. Create a new record <ul><li>Click on – New Record- icon </li></ul><ul><li>Note: It does not matter whether you are in the single record view or the list view. </li></ul>
  3. 3. Setup the shipment header <ul><li>Notice that the document No is still not final </li></ul><ul><li>Select the business partner(BP) for this shipment by clicking on the business partner icon. </li></ul>
  4. 4. Picking the BP for this shipment <ul><li>From the business partner selection list, click the radio button highlighting the current BP </li></ul>
  5. 5. Shipment Header details <ul><li>Partner details are now in the shipment document. </li></ul><ul><li>Update the Document type to match the shipment document type. </li></ul>
  6. 6. Saving the shipment header <ul><li>Click on the –Save- icon in order to save the current shipment. </li></ul><ul><li>Notice that the document No is changing to a new format. </li></ul>
  7. 7. Creating the shipment details <ul><li>Click on the button –Create Lines from- in order to create the shipment details </li></ul><ul><li>This will update the tab –Shipment lines- with all the details coming from the Sales order we created before. </li></ul>
  8. 8. Selecting the sales order for the Shipment <ul><li>Select the sales order corresponding to this shipment from the selection dialog. </li></ul>
  9. 9. Selecting the shipment warehouse <ul><li>Select the warehouse locator from where you ship those products </li></ul>
  10. 10. Selecting the products to be shipped Check the product checkbox for shipment Note : Once you select the product and if everything is successful, the system alerts you that the process is completed.
  11. 11. Shipment details <ul><li>Notice that the shipment order has been updated with the Sales order details. </li></ul>
  12. 12. Updating the shipment details On the shipment line tab, we can see that the products have been included. We can update each line according to the specifics of this shipment. For example, We will only ship 23 Destornillador and will thus update this line only.
  13. 13. Shipment document status <ul><li>Document status shows that it is in Draft mode. </li></ul><ul><li>We need to generate the documents and complete the transaction </li></ul><ul><li>Click on button -Complete- </li></ul>
  14. 14. Processing the shipment document status <ul><li>Select the option –Complete- in order to set the document status </li></ul>
  15. 15. Completing the shipment document <ul><li>The document status now shows complete. </li></ul><ul><li>Note: if you get any error messages, you will need to correct them before the shipment document can be completed. </li></ul><ul><li>Check in this case if your products do not contain any attributes. </li></ul>
  16. 16. Listing the shipment documents <ul><li>Click on the –Relation icon- </li></ul><ul><li>you will see that the shipment document is now listed in the view. </li></ul>
  17. 17. Creating another partial shipment <ul><li>Our previous shipment was a partial one since we were missing </li></ul><ul><li>9 destornillador. </li></ul><ul><li>We create an additional shipment. </li></ul><ul><li>We follow the same process as before </li></ul><ul><li>At the -Create lines- step, the screen should show the remaining quantities to ship. </li></ul>
  18. 18. Selecting the product to be shipped <ul><li>Select the correct item to be shipped and also the warehouse location </li></ul>
  19. 19. Checking the Shipment detail <ul><li>Click on the –Shipment detail- tab </li></ul>
  20. 20. Listing the new partial shipment <ul><li>Click on the button –Complete- to set the status of this shipment document. </li></ul><ul><li>Check that it has been added by listing the shipments view. </li></ul><ul><li>If you try to add another shipment for this sales order, the system won’t let you since all the products have been processed. </li></ul>

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