The Shipment Transactions option located in the right click menu (F9) of shipment slips in the "Under Way" status is used to generate dispatches related to the orders and hot sales transactions, take returned goods and put these returns in distribution.
The Sales Orders tab is used to generate dispatches for order related lines entered in shipment slip. All order related shipment lines with quantity that is not transferred to the dispatch are listed. Lines which will be transferred to the dispatch are checked, and dispatch is generated automatically by using the "Generate Dispatch/Receipt" option located under the Operations menu. The type of dispatch is specified using the "Shipment Slip Dispatch/Receipt Type" parameter located under the System Settings > Administration Default Values and Parameters > Sales Management Parameters > Other Transactions menu.
The Hot Sales Transactions tab is used to generate dispatches for the shipment lines in line with the hot sales transaction. Hot sales transactions refer to order related transactions of which AR/AP record is not specified. Shipment lines are listed and checked. Then dispatch slip is generated by clicking the "Generate Dispatch/Receipt" option located under the Operations menu. The quantity, unit price, VAT and Amount information in this dispatch cannot be changed. However, AR/AP, Trading Group and Payment Plan information can be changed. Shipment lines which are transferred to the dispatch can be deleted over this dispatch slip, but a new material/service/asset line cannot be entered. The newly added line can only be of discount, expense and promotion type. You can perform Apply Campaign, Clear Campaign, Apply Discount and Apply Promotion transactions for hot sales dispatches from the Operations menu in dispatches. When clicked on the Save button, a dispatch is generated in Approved status for all hot sales transactions that are transferred.
The Return Transactions (In Process) tab is used to generate return slips for dispatches which are transferred to the shipment slip and will be returned by the other party. Sales dispatches which will be returned within the scope of the shipment slip are listed. The "Take Back" option located in the Operations of the relevant line is clicked to open the return slip for the dispatch. Only Return Quantity, Unit Price, VAT and Amount information can be changed in this return slip before saving. This shipment related return slip is generated in Approved status. After generating the return slip, hot sales transaction is added to the shipment lines in the number of returned quantity of the material.
The Return Transactions tab is used to select from the existing return dispatches to indicate that return transaction is performed within the scope of the shipment. The sales dispatches browser opens from Dispatch No field, and the relevant return slip is selected to relate to the shipment.
If the selected return slips are not in Approved status, they are approved, and the shipment is related to the slip. hot sales transaction is added in the number of returned quantity of the material. These return line can be deleted. Once they are deleted, shipment relation and hot sales transaction of the return slip is removed.