Activate:
From the search menu, find App Manager and open it. From that page find and click the Action “Detailed App Setup”.
Find the record “Show Waybill Lines” and checkmark the field Enabled on the line.
Waybill handling:
- Create a new Sales Order for a Customer and add some Item lines to the Sales Order.
(The Waybill Line section should now be not editable). - From the subpage “Waybill Lines”, select the action “Create New Waybill”.
(This creates a new “hidden” Waybill Header, adds the Waybill No. to the Sales Header in the field “Waybill” in the section Shipping and Billing).
(The Waybill Lines are now editable).
- Enter a new Waybill Line:
First Lookup in the Field Package Type, and enter a new Package Type in the table Package Type. For example “Pallet”.
Enter values in the fields Gross Weight and Net Weight.
(The Package No. should be filled in automatically while entering the line).
You can add more Waybill lines if preferred – one line equals one package to ship. - Enter a “Quantity to ship” on the Sales Order lines, which is less than the quantity and will leave the order open.
- Post shipment of the Sales Order.
- Enter a new “Quantity to ship”, still not the full quantity on the line. Post shipment again.
- From the Waybill subpage, select the Action “Packaging Unit”, which open a page for Packaging Unit.
From that Packaging Unit page click the Action “Show package hierarchy from top”. This should now display a line for the Sales Order, and two related line for the two shipments you have made. - Go back to the Sales Order.
From the Waybill subpage, select the Action “Close all Packages”. This should now set all Waybill Lines to “Closed”. - Enter a new “Quantity to ship” on the Sales Order lines, which still is less than the full quantity and will leave the order open.
- Post shipment of the Sales Order.
The Waybill lines should now disappear from the Waybill subpage, and the Waybill No. removed from the field Waybill on the Sales Header.
You are now ready to continue with the Sales Order on a new Waybill by repeating the whole procedure. - From the menu you can search for Waybill and find the Waybill you have just finished.
And from that Waybill you can see the hierarchy of Sales Shipments related to the Waybill, still with the Sales Order in as the first line.
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