About Shipments
You use the I/C Shipments screen for shipping items out of inventory, and for returning items to inventory (sales returns).
You can display or drill down to posted shipment and sales return transactions
from General Ledger, unless you delete or clear them. However, you cannot edit the posted transactions.
Note: You cannot modify posted shipments or sales returns.
Shipment Entry Information
For each shipment transaction, you enter the following "header" information:
- Contact. Enter the person or position you use to contact the customer.
- Currency Enter the currency in which you will enter prices, and the rate of exchange between the price list currency and the functional currency.
- Customer Number. If you use Accounts Receivable, enter code
to identify the customer.
- Entry Type. Select Shipment or Return.
- Optional fields. If optional fields are set up to use in shipment transactions, you can click the Add/Edit link to the right of the option to add shipment optional fields, or edit any automatically inserted optional fields.
- Posting Date.
- Price List. Specify the code for the price list to use as the default
for the shipment details.
- Ship Date. Enter the transaction date.
- Shipment Description and Shipment Reference. Use these fields to add any additional descriptive information you want about the shipment or return for example, a purchase order number or an invoice number.
- Shipment Number. Each shipment transaction is assigned a unique number to distinguish it from other shipments for audit control
purposes.
- Year/Period. The posting date determines the year and period to which
the transaction is posted in your general ledger. You cannot change the Year/Period field directly.
Shipment Detail Information
For each shipment detail, you enter the following information:
- Category. Inventory Control displays the category from the item record as the default entry in this field, but you can specify a different category.
- Comment. Add any comments you want to appear on the Shipments Posting Journal for the detail line. (Optional)
- Item Description. Inventory Control displays the description from the item record.
- Item Number. Use this field to identify the item being shipped or returned.
- Location. Specify the inventory location from which you are shipping or to which you are returning the units.
- Optional Fields. If optional fields are set up for use in shipment details, you can enter information in the detail optional fields by selecting the detail line, and then clicking the Optional Fields column heading in the Detail table.
- Price List. Specify the code for the price list to use for the detail.
- Quantity. Specify the number of units to ship or return.
-
Unit Cost and Extended
Cost. When shipping items that use the user-specified costing method, enter
the unit cost or the extended cost. (You cannot enter costs when shipping
items that do not use user-specified costing method.) Inventory Control automatically displays the item's
most recent cost, but you can change it.
- Unit of Measure.
(the unit of measure for the quantity being shipped or returned.)
-
Unit Price and Extended
Price. Inventory Control calculates the extended price by multiplying the unit
price by the quantity being shipped or returned. You can change the amounts.
There are no restrictions on the number of detail lines you can enter
on shipments and sales returns.
For information on the calculation of item costs, see Costing Methods Reference List.
Integration with Other Programs
- You can process shipments and sales returns in either Inventory
Control or Order Entry.
- If you ordered goods through Sage 300 Purchase Orders, you should receive the shipment in Purchase Orders.