Shipping Parts Associated with an Order

You can create packing slips from posted and unposted transactions for shipping service orders. Follow these steps to generate a packing slip and complete the shipping process for a service order:

  1. Open the Order Packing Slip Generation form to create new pre-ship or post-ship packing slips.
  2. Specify this information:
    Packing Slip
    This is a unique system-generated number used to track items that are packed together.
    Warehouse
    Specify the warehouse code for the physical location of the material to be shipped.
    Pack Date
    Specify the date to print on the Order Packing Slip. It defaults to the current system date.
    Type
    Select the type of order to include on the packing slip.
    SRO, Line, and Operation
    Specify the service order, line and operations to include.
    Pre-Ship
    Select this field to include the unposted customer shipment transactions for the SRO.
    Post-Ship
    Select this field to include the posted customer shipment transactions for the SRO.
  3. Click Process to generate the packing slip.
  4. Optionally, click New Packing Slip if you want the system to create a new packing slip. Perform steps 2-3 again. The New Packing Slip button is enabled when you open the Order Packing Slip Generation form from the Explorer Menu.
  5. On the Order Packing Slip Report form, specify these ranges of values to include:
    • Packing slip numbers
    • Line due dates
    • Customers
    • Open dates
    • Transaction dates
    • Post dates
  6. Specify the Print Options to use.
  7. Click Print to print the packing slip report.
  8. Open the Order Packing Slips form to create the packing slip. Specify this information:
    Packing Slip
    Select an existing number, or click Add to create a new number.
    Warehouse
    Specify the warehouse where the items to be packed are located.
    Pack Date
    Specify the date to print on the Packing Slip. It defaults to the current system date.
    Customer
    Specify the customer number to which the package will be shipped.
    Weight
    Specify the total weight for the line items on the packing slip.
    Ship Via
    Specify the code associated with the Ship Via description to print on the packing slip. The default value displays from the order header but can be overwritten.
    # Packages
    Specify the number of packages to be shown on the packing slip.
    Print Button
    Click this button to print the report.
    Pick List Button
    Click this button to open the Service Order Picklist Report form.
    Add Lines Button
    Click this button to add the line to the packing slip via Packing Slip Generation.
    Serial Button
    Click this button to open the Service Serials modal form. This form can be used to view or generate serial numbers for the associated item.
  9. Use these buttons with the packing slip:
    • Add Lines: Add the line to the packing slip via Packing Slip Generation.
    • Pick List: Open the Service Order Picklist Report form.
    • Print: Print the Order Packing Slip report.
    • Serial: Open the Service Serials form, where you can view and generate serial numbers for the selected item.
    • Ship Line: Ship the currently selected line.
    • Ship All: Ship all lines.
    • Un-Ship Line: Undo shipment for the currently selected line.
    • Un-Ship All: Undo shipment for all lines.