Frequently Asked Question

1. Packing Slip

  Invoice transaction type of "P"

1. Inventory is relieved at the time the packing slip is created, OR;
2. Inventory on hand does not change and the packing slip quantity shows as committed until the Packing Slip is confirmed
3. The inventory on packing slips is not part of the daily replenishment report.  The replenishment report includes these parts the day the packing slip is confirmed.
4. Unconfirmed Packing Slip report will provide a summary list of all outstanding packing slips
5. The Packing Slip will need to be confirmed using the Packing Slip Confirmation.  The menu path is Sales Desk > Packing Slip/Stk Transfer > Packing Slip Confirmation
6. The confirmation allows quantities to be changed with part either backordered or cancelled
7. Part numbers can not be added or changed
8. The day end will create the invoice for any packing slips confirmed that day
9. Based on Parameter setting, packing slips can be consolidated to a single invoice based on matching customer and purchase order
10. Allowing the use of packing slips also provide  the ability to use Stock Transfers to move product between locations

2.  Z type Pick Ticket

  Invoice transaction type of "Z"

1. Pick tickets are grouped by Purchase order number
2. Inventory is relieved at the time the pick ticket is created
3. The inventory on pick ticket is not part of the daily replenishment report.  The replenishment report includes these parts the day the pick ticket is closed.
4. Inquiry of open pick tickets is available from the invoice screen using Shift F8
5. Part numbers and quantities cannot be changed or added on  a pick ticket
6. Pick tickets are closed from the invoice screen using Shift F2.  This allows the selection of a single customer or leaving the customer blank will display all open pick tickets.
7. When closing the pick ticket, all pick tickets for that purchase order will be included on a single invoice.

3. Order Transaction

  Invoice transaction type of "O"

1. Can relieve inventory at the time of creation based on parameter setting
2. The inventory on orders is not part of the daily inventory replenishment report.  The replenishment report includes these parts the day the order is invoiced
3. Inquiry of open orders is available from the invoice screen
4. Counter person will see a message when calling up a customer that order exists and can list them
5. After an order is recalled, the clerk is given the option to invoice the order each time
6. Order can't be consolidated to a single invoice.   One order, one invoice.