Direct Shipment
This form is used for preparing shipments to one-step sales transactions. One-step transactions are those wherein the ordering and shipment steps are combined. In effect, there is no separate ordering step. As the goods are ordered, they are also delivered with the same document as cover.
Explanation of Header Fields
Shipment No.
Capslock. Required. Cannot be changed by the user after the record has been saved.
Customer ID.
Required. Capslock.
Customer Name
For display only.
Salesperson ID.
Capslock. Required.
Customer PO
Optional.
Description
Optional.
Shipment Date
Required. Default to system date or business date.
Currency
Required. Capslock.
Exch. Rate
Must be greater than zero.
If Currency is the same as the Base_Currency should be set to 1 and cannot be changed by the user.
Ship From
Capslock. Required.
Price Code
Capslock. Optional.
Status
For display only. Posted or Unposted
IC Ref No
For display only. The Inventory Control Ref No. after this invoice is posted.
Net Invoice Amount
For display only.
Return Button
Explanation of Item Tab
Item No.
Capslock. Required.
Description
Look-up field with Item Master.
Ship Qty.
Must be greater than zero. Provide up to 4 decimal places.
Unit
Required. On entry, if new record and empty, default to the item’s sales unit. Must be a valid unit of measure.
Unit Price
Must not be less than zero. Provide up to 4 decimal places.
Discount Rate
Range 0 to 100. Provide up to 2 decimal places.
Line Amount
Computed as Order_Qty * (Unit_Price * Discount_Rate / 100) rounded to 2 decimal places.
If the user changes this field, the Discount_Rate will be automatically updated.
Explanation of Shipping Information Tab
Ship To
Capslock. No defaults.
If user enters a non-blank Address Code, find the entry in Shipment Addresses where for the customer.
Ship. Address
Optional. On entry, if Shipment_Address is blank, initializes based on address entry in the Customer Master.
Explanation of Billing Information Tab
Terms
Capslock. Required. Must be a valid entry in the Payment Terms table.
Price Code
Capslock. Optional.
Billing Address
For display only.
Gross Item Amount
For display only.
Discount
Range 0 to 100. If not zero, compute Trade_Disc_Amt = Gross_Item_Amt * Trade_Disc_Percent / 100. Round to 2 decimal places.
"Field after Trade Discount"
If Trade_Disc_Percent is not zero, this field is for display only.
If Trade_Disc_Percent, must not be less than zero and must not be greater than Gross_Item_Amt.
Total Charges
For display only.
Net Invoice Amount
For display only.
Explanation of Particulars Tab
Check Box
Checked the Check Box if you wish to select this particular
Description
You can optionally edit the Description after the check box is checked.
Explanation of Charges Tab
Charge Type
Capslock.
Description
Required. Can be amend.
Amount
Must be greater than zero.
Explanation of Remarks Tab
This box is optional and is used for entering any additional comments.
Explanation of Attachment Tab
Path
Click the “.. “ button to attached any file from your drives to this document for later reference.
Description
Optional
Created by
For display only
Creation date
For display only