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Sales Order Fulfillment Buttons

Sales Order Fulfillment

Sales Order Entry Checklists

Sales Order Fulfillment Detail

Access this form using Activities>Accounts Receivable>Sales Order Fulfillment>Double-click any cell on the Summary Level>Sales Order Fulfillment Detail.

Use this form to fulfill sales orders with the check box Send to Fulfillment selected and committed using Activities>Accounts Receivable>Enter Orders. You must enter a Shipping Ticket Number, Shipping Date, select a Location Code and Shipping Method, then enter the Quantity To Ship and click Commit to fulfill the Sales Order.

Note: Items and freight, not selected for Sales Order Fulfillment, will update the Charge Register by creating an Unprinted A/R Invoice (if no cash is involved) or create an online CRS transaction and update the Sales Register (if cash is involved).

Shipping Information

  • Shipping Ticket Number: Enter a unique shipping ticket number or accept the number that the system assigned. When creating a new shipping ticket, the system displays the next available shipping ticket number; you can also accomplish this by pressing the + key. (Shipping ticket number options were set up using Organization>Set Up Modules>Accounts Receivable>Sales Order.) We recommend limiting your entry to strictly alphabetic characters (A through Z) or numeric characters (0 through 9), and avoiding the use of symbols.
  • Shipping Date: Accept the default date or enter a date specific to the document. Future dates are not accepted.
  • Shipping Method: Enter a shipping method, such as UPS Ground or USPS Priority Mail. Once entries have been saved, they are available for selection in the drop-down list.
  • Shipped By: Enter the name of the person who is shipping the sales order.
  • Tracking Number: Enter the tracking number if the shipping company assigns one. Shipping companies identify and trace every package as it moves through their system to its destination by using tracking numbers.
  • Comments: Enter any optional comments related to the entire order.

Table

  • Charge Code: The system displays the charge code entered on the Activities>Accounts Receivable>Enter Orders>Detail tab.
  • Charge Code Description: The system displays the charge code description.
  • Quantity To Ship: The system displays the amount left to fulfill the order. Accept the default or enter the quantity to ship.
  • Ordered: The system displays the quantity ordered.
  • Fulfilled: The system displays the quantity that has been fulfilled.
  • Cancelled: The system displays the quantity that has been canceled.
  • Comments: Enter any optional comments related to this line item.
  • The Delete button is available when this form is Saved but not Committed. If you select the Delete button, you will only be deleting the Shipping Ticket Number, not the Sales Order Number. Thus the Sales Order will not be fulfilled and still available for selection on the Order Fulfillment form.
  • To cancel an item that is in Order Fulfillment, use Activities>Accounts Receivable>Cancel Orders.
  • For more information about the Sales Order module process flow, see Sales Order Entry Workflow.