Selecting pack slips for creating invoice

This page allows you to search and select a pack slip(s) for creating an invoice. If you know the number identifying the pack slip for which you want to create an invoice, you can enter it directly. Otherwise, you can carry out a search using the code identifying the customer, on whom the invoice must be created and the material has been shipped. You can also search by specifying a range of numbers identifying the pack slip that you want to retrieve and the date range during which the pack slip was raised. You can also search using the login ID of the user who has created the invoice and the organization unit from which the material was shipped. The system retrieves all the pack slips that are in the “Shipped” status based on the search criteria entered.

Select the “Create Pack slip Invoice” link under the “Customer Direct Invoice” business component.

The “Select Pack Slip” page appears.

Enter the following field if you are aware of the pack slip for which you want to create an invoice.

Pack Slip #

The number identifying a pack slip for which you want to create an invoice (Alphanumeric, 18).

Select the “Create Invoice” link provided along side to create a pack slip invoice.

Enter the following fields in the “Search Criteria” group box to search for pack slips based on which the pack slip invoice must be generated. Data- entry in the following fields is optional.

Bill to Customer #	The code identifying the customer on whom the invoice must be raised (Alphanumeric, 16). Mandatory. This code must have been defined in the “Customer” business component and must be in “Active” status.
	Press <Enter> key.
	The system retrieves and displays the name of the bill to customer.
	Help facility available

The system displays the following:

Bill to Customer Name

The name of the customer on whom the invoice is raised.

Enter the following fields in the “Search Criteria” group box:

Shipping Point	Use the drop-down list box to select the code identifying the organization unit from which the material has been shipped. All the organization units that have been set as “Shipping Points” and have been mapped to the login organization unit will be available for selection in the ascending order.
Ship to Customer #	Use the drop-down list box to select the code identifying the customer to whom the material has been shipped. This code must have been defined for the customer selected as “Bill to Customer” in the “Customer” business component. The system leaves the field blank by default on launch of the page.
Ship to ID	Use the drop-down list box to select the code identifying the location to which the material has been shipped. This location must have been defined for the customer selected as “Bill to Customer” in the “Customer” business component. The system leaves the field blank by default on launch of the page.
Pack Slip # From	The starting number in the range of pack slips that you want to retrieve for generating an invoice (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the pack slips that have numbers similar to the value entered here.

Note: The number entered in this field must be before the value entered in the “To” field.

To	The ending number in the range of pack slips that you want to retrieve for generating an invoice (Alphanumeric, 18). You can enter the number in full or specify it partially using the “*” character. The system retrieves all the pack slips that have numbers similar to the value entered here.
User ID	The login ID of the user who has created the pack slip that you want to retrieve (Alphanumeric, 15).
Pack Slip Date From	The starting date in the date range during which the pack slip that you want to retrieve was created (Date Format).

Note: The date entered in this field must be before the date entered in the “To” field.

To	The ending date in the date range during which the pack slip that you want to retrieve was created (Date Format).

Click the “Search” pushbutton to retrieve the search results.

The system displays the following in the “Search Results” multiline based on the search criteria entered:

Note: The system retrieves all the pack slips that are in the “Shipped” status.

Pack Slip #	The number identifying the pack slip.
Pack Slip Date	The date on which the pack slip was created.
Shipping Point	The code identifying the organization unit from which the material was shipped.
Bill to Customer #	The code identifying the customer on whom the invoice must be raised.
Bill to Customer Name	The name of the customer on whom the invoice must be raised.
Ship to Customer #	The code identifying the customer to whom the material was shipped.
Ship to Customer Name	The name of the customer to whom the material was shipped.
Ship to ID	The code identifying the location to which the material has been shipped.

Check the box in the “Select” column of the multiline to mark the pack slips for which you want to raise an invoice.