Materials' shipping statuses are tracked through material and AR/AP records and the shipping transactions can be realized if necessary.
Whether the materials at invoice lines will be shipped or not is determined by using "Claimant Stock" option which is located at the heading info part of the slips/invoices.
Marking the "Claimant Stock" option means that the materials in slip/invoice will not be shipped; they will be kept at safekeeping warehouse of the company.
Regardless of the determined dispatch shipping status from the sales/purchasing parameters, the status of the dispatch which belongs to the invoice that its "Claimant Stock" option is marked, will be "Not Shipped".
When a dispatch in "Delivered" status is transferred to an invoice, whose "Claimant Stock" option is marked, the status of the dispatch is kept.
When an invoice's "Claimant Stock" option is removed, all the dispatches' shipping statuses are changed.
The claimant materials that have not been sent and kept at firm's warehouses can be tracked from both AR/AP and related material definitions and shipping transactions are done.
Claimant Stock Transactions at AR/AP Lists
"Claimant Stocks" option is reached from the AR/AP records list' F9 menu, in order to track and deliver the claimant stocks.
By using the "filters" option of Claimant Materials list, the shipping transactions are performed by filtering the transactions according to material or slip numbers.
At Claimant Stock list, the sales dispatches are listed belonging to the related sales invoice of a material, which have been saved after "Claimant Stock" option is marked. And then the materials' shipping transactions are performed one by one or collectively.
When "Deliver" button is clicked for the related line, the related dispatch is opened only for that line and the quantity to be delivered is entered.
In the event of performing the shipping transaction collectively, the materials to be shipped at claimant stocks list are selected and "Deliver" button is clicked. The related dispatches are listed according to slip numbers. The quantity to be delivered is entered and a new dispatch is generated in "Delivered" status.
The materials' discount and surcharge amounts are recalculated according to the delivered quantities.
When the dispatches' statuses are changed into "Delivered" status by users which have been generated in "Not Shipped" status (belonging to the invoices containing claimant materials), the related material quantity is subtracted from the claimant stock, the quantities of the claimant stock list are updated.
Shipped Claimant Stocks
It is the option which is used to list shipped claimant stocks from material cards or AR/AP records browser. Located in F9/right mouse button menu of AR/AP cards and material cards lists. Shipped claimant stock are listed in this window with Shipment Date, Date, Slip Number, Slip Status, AR/AP Code/Title, Quantity and Unit info. Materials can be filtered with Filters option and so it is provided to list the materials matching with the specified conditions in filter lines. By using "Undo Shipment" option, a part of shipped materials or all of them can be taken back. When this option is clicked, the dispatch belonging to related material is displayed; after the amount to be taken back is entered in related slip line, the slip is saved. A new slip is generated for the returned material amount.