Overview
The tutorial demonstrates partial shipments, because they are a special case of full shipments and require different steps. It will lead you through how to adjust Sales Orders and Shipping documents for partial shipments.
Note: All Shipping Orders require a Sales Order be done first
1.0 Partial Shipping With Sales Orders
1.1 Open the Sales Order Form and create a new Sales Order. Fill in the Ship To field, the Employee field, and any other fields as necessary. In the table below select a product from the ItemID drop down field. Enter the amount required in the QtyReq field . Enter any other information for this line item that is required, then change the status of the sales order to Released. You have now created a basic sales order which should resemble the sales order below.
Note that in the sample we have entered two orders for the same Product, with different expected delivery dates (ETA's). These will later be shipped at separate times.
1.2 The Sales List Price and discounts are loaded from the ItemMaster. The Invoice Price is computed from the List Price and Discount. You can change the discount to get a new Invoice Price. Click Preview Sales Order to generate a Sales Order document, as shown below:
1.3 Close the Sales Order Form and open the Shipping Order Form, then navigate to the sales order that was created in the steps above. On the SO Ship Prep. tab, click the Copy button. This will create an identical copy of all SO line items below the originals; however, in the Control field of the copied line(s) there will be a value without "0". See below.
1.4 In the line without "0" in its control value, edit the QtyShip value equal to or less than the original value. Actually, for demo purposes, we will do a partial shipment of the first line item only. So, first we delete the 2ndl line item (left click on the grey square on the left of the line in order to select the whole line, then edit->delete record to delete the record).
1.5 Then, edit the Qtyship quantity to the current shipment(say 2) and add the control characters for PackingSlip(P), Invoice(I) and Shipping Picklist(S)....
1.6 You MUST print shipping documents before proceeding to "SHIP" the shipment. Click on the Shipping Documents tab....
1.7 Then, click on the Invoice button (or any other button).....
1.8 The appropriate Control Code is in brackets on the command button (like Packing Slip(P)) . For example, adding a "P" will bring this item up on the Packing List report. DO NOT DELETE THESE PARTICULAR LETTERS (O,L,K) THAT ERPLITE HAS WRITTEN TO THESE FIELDS. THEY WERE WRITTEN BY THE DATABASE, THIS MEANS THAT THEY ARE REQUIRED!
1.9 You are now ready to make a partial shipment. Go to the Shipping Documents tab and print any needed documents. DOUBLE CHECK TO ENSURE THAT YOU HAVE ALL THE NEEDED DOCUMENTS BEFORE YOU SHIP THIS ORDER, SINCE AFTER YOU SHIP AN ORDER THESE DOCUMENTS CAN NO LONGER BE GENERATED EASILY. Next, go to the Ship tab and click the Ship button.
Note: ERPlite displays a message to tell you that the stores downcount was done. Also, ERPlite has entered an "L" in the control character field so that that record can no longer be printed on packing lists, invoices etc. Thus, when you repeat the above steps for another shipment, only the line items for the new shipment will print on documents. Note that the "0" control records also do not print on shipping documents.