Shipping Parts Associated with a SRO

You can create packing slips from posted and unposted transactions for shipping service orders. Follow these steps to generate a packing slip and complete the shipping process for a service order:

  1. Launch the Service Order Packing Slip Generation form to create new pre-ship or post-ship packing slips.
  2. Specify this information:

    Warehouse

    Select the warehouse code for the SRO.

    Pack Date

    Select date that you want to print on the Order Packing Slip. The current system date is the default value.

    All Ship Tos

    Select this check box to generate packing slips for all SROs. Clear this check box to generate packing slips for a specific Ship To location.

    SRO

    Select the SRO to include on the packing slip.

    Line

    The number assigned to the SRO line is displayed.

    Operation

    The operation number associated with the SRO line is displayed.

    Pre-Ship

    Select this check box to show the unposted customer shipment transactions for the SRO.

    Post-Ship

    Select this check box to show the posted customer shipment transactions for the selected SRO.

  3. Click Process to generate the packing slip.
  4. Click Process/Print to generate the packing slip and launch the Service Order Packing Slip form.
  5. On the Service Order Packing Slip form, specify this information to preview or print the packing slip report:

    Pack Slip

    Select a range of packing slip numbers to include.

    Pack Date

    Select a range of dates to include only packing slips that fall within that range.

    Line

    Customer

    Select the range of customers to include for the report.

    Print Options

    Select the options that you want to print on the report.

  6. Click Preview to preview the results before printing.

  7. Click Print to print the report.

  8. Launch the Service Order Packing Slip Maintenance form to ship the packing slip. Specify this information:

    Packing Slip

    Select the system-generated packing slip number.

    Add Button

    Click this button to create a new packing slip via Packing Slip Generation.

    Warehouse

    Select the warehouse code for the SRO.

    Pack Date

    Select date that you want to print on the Order Packing Slip. The current system date is the default value.

    Customer

    Select a customer.

    Drop Ship

    Drop Sequence

    Specify the drop-ship sequence number, if any.

    Weight

    Specify the value of the total weight for the line items on the Order Packing Slip.

    Ship Via

    The ship via code associated with the Ship Via description is displayed. The default value displays from the Order header but can be overwritten.

    # Packages

    Specify the number of packages that will appear on the packing slip.

    Print Button

    Click this button to print the report.

    Pick List Button

    Click this button to launch the Service Order Picklist Report form.

    Add Lines Button

    Click this button to add the line to the packing slip via Packing Slip Generation.

    Serial Button

    Click this button to launch the Serials modal form. This form can be used to view or generate serial numbers for the associated item.

  9. Use these buttons to ship or un-ship the packing slip:

    Ship Line Button

    Click this button to ship the currently selected line.

    Un-Ship Line Button

    Click this button to un-ship the currently selected line.

    Ship All Button

    Click this button to ship all order lines.

    Un-Ship All Button

    Click this button to un-ship all order lines.

Related Topics

Creating a SRO Shipment Listing