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The Posting packing slip form is used to post a packing slip document and register items as being received from the supplier. A packing slip document is a guarantee that the company has received items. And, items become the company’s property.

The following are the results of a packing slip posting:

• Packing slip document is printed
• Receipt type in the inventory transaction is updated from Registered to Received
• General ledger accounts are posted (depending on the setup)
• The purchase order status is changed to Received (if all purchase order quantities are posted)

The Posting packing slip form has the following view:

Posting packing slip form

The upper part of the form contains the Parameters and the Other tabs. These tabs are used to set up the packing slip posting process. These tabs contain different fields that will be discussed later in this chapter.

The lower part of the form contains the Overview, Setup, Lines, Line details, Purchases, and Fixed assets tabs. These tabs contain such information about packing slip(s) as a packaging slip number, packing slip lines, and purchase orders.

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Parameters tab

The Parameters tab is used to specify the following:

• Proposed quantity
• Print management system

Posting packing slip form, Parameters tab

Quantity field

The Purchase manager uses the Quantity field to select the quantity that will be filled in by default in the packing slip lines. For example, if the Purchase manager needs to post a packing slip for items that are registered in the warehouse, he or she selects the Registered value. Microsoft Dynamics Ax changes the Update field on the Lines tab automatically. As a result, the packing slip lines will contain the item quantity registered in the warehouse. The Quantity field has the following value:

• Receive now. Often small companies don’t use the Warehouse Management System. In this case, arrival journals and pallet transports aren’t required. To indicate that an item is received into the warehouse, the Purchase manager uses the Purchase order form. In the purchase order line area, there is also the Quantity tab. This tab is used to get detailed information about different quantities that belong to the current purchase order line. To enter the received quantity, the Purchase manager uses the Receive now field.
  

  Purchase order form, Quantity tab

  When the Purchase manager posts the packing slip, the received quantity must be used. She or he just selects Receive now in the Quantity field of the Posting packing slip form and the Update field on the Lines tab of the Posting packing slip form is updated.

• All. If the Purchase manager wants to post a packing slip for the ordered purchase order quantity, this option is used.
• Registered. If the company uses the Warehouse Management System, packing slip lines must contain the quantity of registered item. Not to spend time for defining which items are registered the Purchase manager selects this option and the packing slip quantity is updated automatically (the Update fields on the Lines tab of the Posting packing slip form are updated automatically).
• Packing slip. This option isn’t used during the packing slip posting. It is used when an invoice is posted.

Detailed example

Let’s assume that the Purchase manager orders 200 LCD televisions (item1002) from the Earth Television company (1001 vendor) and receives only 178 LCD televisions. The company doesn’t use the Warehouse Management System. The Purchase manager must post the packing slip document for the received LCD televisions. Initial data: the Purchase manager creates a Purchase order:

1. Go to Accounts payable > Common Forms > Purchase order details.
2. Create a new Purchase order for vendor 1001 with one line: Item number = 1002 Configuration = HD Size = 37 Color = 01 Site = 2 Warehouse = 21 Quantity = 200

Detailed information about the purchase order line quantities can be viewed in the Line area of the Quantity tab. The Purchase manager receives 178 LCD televisions. To enter the received items the Purchase manager goes to the Quantity tab and then in the Line area fills in 178 in the Receive now field.

Purchase Order form, Receive now field

The Purchase manager receives a packing slip from the vendor. After that the Purchase manager posts the packing slip:

1. Click Posting > Packing slip menu button.
2. Fill in the Packing slip field with the number from the vendor packing slip document (you may fill in any value).
3. Go to the Lines tab. Note that the Update field contains the value 200. It means that the packing slip will be posted for all quantity. But the Purchase manager must post packing slip only the received items.
4. The Purchase manager selects Receive now in the Quantity field on the Parameters tab. As a result, the value in the Update field automatically changes to 178.
5. The Purchase manager clicks OK. The packing slip is now posted.

We can now return to the Purchase order form and view the Quantity tab in the purchase order lines area. This tab provides the following information:

Purchase order form, Quantity tab, Received field

We can see that 178 items are received and remain uninvoiced and 22 items are ordered and must be delivered.

Posting check box

If this check box is cleared, only the packing slip document will be printed. Otherwise, the packing slip will be posted – the packing slip document will be printed, general ledger and inventory transactions are updated.

Print management system

We have already discussed how to use the print management system. For more information read this article.

Find information about other tabs: Other tab, Overview tab, Setup tab, Lines tab, Line details tab, Purchases tab, and Fixed assets tab.

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Other tab

On the Other tab, you may see the following fields: Check credit limit, Credit correction, Credit remaining qty, and Summary update for.

Posting packing slip form, Other tab

Check credit limit field

The Check credit limit field is used to validate if the company exceeds the Vendor credit limit. What is Vendor credit limit? For example, the vendor informs the company that the credit limit is 3000$. It means that the company can purchase items for 3000$ before actually paying for them. Let’s assume that the company purchases items for 3000$ from this vendor and the company needs another items from this vendor for 200$. In this case, the company must at least pay 200$ for the already delivered items and then purchase from this vendor. Vendor credit limit is set up under the following path Accounts payable > Common Forms > Vendor details > General tab > Credit field group > Credit limit field. The Check credit limit field has the following values:

• None. Vendor credit limit isn’t checked.
• Balance. Vendor balance after posting must be less than the vendor credit limit. Vendor balance is the amount of money that the company must pay. Vendor balance is increased after posting of an invoice. Vendor balance can be located under the following path Accounts payable > Common Forms > Vendor details > Balance button.
• Balance + Packing slip. Vendor balance + all vendor packing slip amounts must be less than the vendor credit limit. Packing slips details can be located by following the path Accounts payable > Common Forms > Vendor details > Inquiry menu button > Packing slip button.
• Balance + All. Vendor balance + all item amounts ordered from the vendor must be less than the vendor credit limit. In this case, even the purchase orders that are not posted are taken into account.

If the vendor limit is exceeded, the packing slip posting is terminated. Detailed example: Let’s assume that the Purchase manager needs to set up the credit limit for the Wind Televisions vendor (1002 vendor) to 150 000$. Credit limit includes the vendor invoiced balance and the packing slip balance. The Purchase manager creates two purchase orders for the following quantities:

• 100 LCD televisions (item1002) in the first order (it is 113 800$)
• 50 LCD televisions (it is 56900$) in the second order.

Create initial data:

1. Make sure that the vendor balance is zero. Go to Accounts Payable > Common Forms > Vendor details > Find vendor 1002 > click the Balance button.
   

   Vendor balance form

2. Set up the vendor credit limit to 150 000$. Go to Accounts Payable > Common Forms > Vendor details > Find vendor 1002 > General tab > Credit field group. Find the Credit limit field and fill in 150 000.

The Purchase manager creates a purchase order for vendor 1002 and purchases 100 LCD televisions (1138$ for each television).

1. Go to Account payable > Common Forms > Purchase order details.
2. Create a new Purchase order for vendor 1002 with one line: Item number = 1002Configuration = HD Size = 37 Color = 01 Site = 2 Warehouse = 21 Quantity = 100

The Purchasу manager receives a packing slip from the vendor. After that the Purchase manager posts the packing slip:

1. Click Posting > Packing slip menu button.
2. Select All in the Quantity field.
3. Fill in the Packing slip field with the number from the vendor packing slip document (you may fill in any value).
4. Go to the Lines tab. Note that the Update field contains the value 100. It means that the packing slip will be posted for all quantity.
5. The Purchase manager goes to the Other tab and selects Balance + Packing slip in the Check credit limit field.
6. The Purchase manager clicks OK. The packing slip is now posted.

The packing slip has been posted because vendor invoice balance + vendor packing slip balance = 0 + 113 800. We see that everything is all right as the vendor open balance (113 800$) is less than the vendor credit limit (150 000$). The Purchase manager creates a purchase order for vendor 1002 and purchases 50 LCD televisions (1138$ for each television). Repeat the same steps as described earlier. The Purchase manager receives a packing slip from the vendor. After that the Purchase manager posts the packing slip. Repeat the same steps as described earlier. When the Purchase manager clicks OK in the Posting packing slip form, the following error message appears: “Credit limit exceeded: Balance 0.00, Order total 170,700.00, Account total 170,700.00 Credit limit 150,000.00, Exceeded 20,700.00”. The reason for this is – if the packing slip is posted, the vendor packing slip balance is 113 800 + 56900 = 170 700, but this is more than the vendor credit limit set to 150 000 which includes the packing slip balance and the invoice balance. Note: The Purchase manager can set up the credit limit type that will be populated in the Posting packing slip form by default. It is set up under the following path Accounts payable > Setup > Parameters > Credit rating tab > Credit limit type field.

Credit correction field

Select the Credit correction check box to display a credit note as a debit in your voucher transactions. This method is used in finance when a negative credit (debit) is used to correct an incorrectly recorded transaction. This kind of credit correction is also known as Storno. Detailed example: We will create the purchase order and post the packing slip. Then, we will create a new line in the purchase order with the negative quantity. Post the packing slip with the selected Credit correction check box. Then, again create a new line in the purchase order with the negative quantity and post the packing slip with the cleared Credit correction check box. Compare the results. Create the purchase order for the Rain Projectors vendor (1101 vendor) with one line for Projection Television (1005) item.

1. Go to Accounts payable > Common Forms > Purchase order details.
2. Create a new Purchase order for vendor 1101 with one line: Item number = 1005 Configuration = HD Size = 42 Color = 01 Site = 2 Warehouse = 21 Quantity = 100

Post the packing slip:

1. Click Posting > Packing slip menu button.
2. Select All in the Quantity field.
3. Fill in the Packing slip field with the number from the vendor packing slip document (you may fill in any value).
4. Go to the Lines tab. Note that the Update field contains the value 100. It means that the packing slip will be posted for all quantity.
5. Click the OK button. The packing slip is now posted.

Create a new line in the purchase order with the negative quantity. And post the packing slip with the selected Credit correction check box. This approach can be used if the Purchase manager posts a greater quantity in the packing slip by mistake.

1. Create a new line in the same purchase order: Item number = 1005 Configuration = HD Size = 42 Color = 01 Site = 2 Warehouse = 21 Quantity = -15
2. Click Posting > Packing slip menu button.
3. Select All in the Quantity field.
4. Fill in the Packing slip field with the Selected value.
5. Go to the Lines tab. Note that the Update field contains the value -15.
6. Go to the Other tab and select the Credit Correction check box.
7. Click the OK button. The packing slip is now posted.

Create one more line in the purchase order with the negative quantity. And, post the packing slip with the cleared Credit correction check box.

1. Create a new line: Item number = 1005 Configuration = HD Size = 42 Color = 01 Site = 2 Warehouse = 21 Quantity = -15
2. Click Posting > Packing slip menu button.
3. Select All in the Quantity field.
4. Fill in the Packing slip field with the Clear value.
5. Go to the Lines tab. Note that the Update field contains the value -15.
6. Go to the Other tab and clear the Credit correction check box.
7. Click the OK button. The packing slip is now posted.

Let’s compare the results. We will now analyze the ledger transaction generated from Selected and Cleared packing slips.

1. Click Inquiries > Packing slip in the upper part of the Purchase order form.
2. The Packing slip journal form with three packing slips is shown.
   

   Packing slip journal form

3. Place the cursor on the Selected packing slip and click the Voucher button. The Voucher transactions form opens.
   

   Voucher transactions form (selected Credit correction check box)

4. Close the form. Place the cursor on the Cleared packing slip and click the Voucher button. The Voucher transactions form opens again.
   

   Voucher transactions form (cleared Credit correction check box)

In steps 3 and 4, we can see that the amounts posted to ledger accounts are the same (see the Amount currency field). But the transaction created when the check box is selected has a negative sign in the Amount field. The 142100 ledger account contains the amount of received un-invoiced items. This amount was increased when a packing slip for 100 items was posted. When the Purchase manage posts a packing slip with the negative quantity, the received un-invoiced account is decreased. All ledge accounts have two virtual parts – debit and credit. So, there exist debit and credit amounts for a ledger account. When we post the packing slip for 100 items, the debit amount is increased by 92 300$ (see the voucher transaction for the first packing slip). When we post the packing slip for -15 items, with the selected Credit correction check box, the Debit amount is decreased by 13 845$. When we post the packing slip for -15 items with the cleared Credit correction check box, the Credit amount is increased by 13 845$.

Debit and credit parts of ledger account

Credit remaining quantity field

If during the posting of a credit note (quantity with the negative sign) the Credit remaining quantity check box is selected, the remaining quantity keeps on order. Otherwise, the remaining quantity is set to the deliver remainder quantity minus the credit note quantity.

Detailed example:

Let’s assume that the Purchase manager must purchase 100 Project televisions (item 1005) from the Rain Projectors vendor (1101 vendor). Rain Projectors deliver only 90 items and inform that another 10 items will be delivered later. The Purchase manager finds that 17 items are broken. The Purchase manager returns these items to the vendor and decides to reorder 17 new items.

The Purchase manager creates a purchase order for Rain Projectors (1101 vendor) with one line for the Projection television item (1005):

1. Go to Accounts payable > Common Forms > Purchase order details.
2. Create a new Purchase order for vendor 1101 with one line: Item number = 1005 Configuration = HD Size = 42 Color = 01 Site = 2 Warehouse = 21 Quantity = 100

The Purchase manager posts the packing slip for 90 items:

1. Click Posting > Packing slip menu button.
2. Select All in the Quantity field.
3. Fill in the Packing slip field with any value.
4. Go to the Lines tab. Type 90 into the Update field.
5. Click the OK button. The packing slip is now posted.

Check the result on the Quantity tab.

Purchase order form, Quantity tab

The Purchase manager creates a credit note for 17 items. We assume that item 1005 is not used in the Warehouse Management System, so the Purchase manager updates the Receive now field directly to indicate that items are returned to the vendor. The Purchase manager posts the packing slip with the selected Credit remaining quantity check box.

1. In the line area of the Purchase order form, go to the Quantity tab and type -17 in the Receive now field.
   

   Purchase order form, Quantity tab, Receive now field

2. Click the Posting > Packing slip menu button.
3. Select Receive now in the Quantity field.
4. Fill in the Packing slip field with the Selected value.
5. Go to the Lines tab. Make sure that the Update field contains the value -17.
6. Go to the Other tab and select the Credit remaining quantity check box.
7. Click the OK button. The packing slip is now posted.

To check the result, we return to the Quantity tab in the Purchase order form. This tab contains detail information about the line quantities:

We can see that 73 items are received and 27 are ordered, i.e. the total item quantity remains 100. It means that 17 items have been reordered.

If the Purchase manager clears the Credit remaining quantity check box and post the packing slip, the Quantity tab would have the following view:

Purchase order form, Quantity tab after posting packing slip with cleared Credit remaining quantity check box

We can see that 73 items are received and 10 are ordered, i.e. the total quantity is 83 items. It means that 17 items have been returned to the vendor and no new items have been reordered.

Summary update for field

The Summary update for field determines how multiple purchase orders must be summarized in one packing slip.

The field is used when several purchase orders are taken into account during the posting process.

For example the Purchase manager receives one packing slip document from the vendor (for all purchase orders delivered) and wants to register this document into the system. There are several purchase orders but the packing slip document must summarize the information. In this case, the Purchase manager goes to Accounts payable > Periodic > Purchase order update > Packing slip periodic job. She or he then selects all orders for the vendor and selects Invoice account in the Summary update for field.

There are the following four summary update options available:

1. None. No summary updates are processed.
2. Invoice account. Use this selection to summarize multiple purchase orders into one packing slip. The summarize criteria are invoice account and currency.
3. Order. Purchase orders are summarized by currency and invoice account into one packing slip. Difference between Order and Invoice account options is that in Order case all purchase order will be summarized if it is impossible the summary not performed. When you select Order another Purchase order field appears. In this field, you select which order summarizes all orders from the order range. If Order is selected, you must also set the packing slip number in the Packing slip field. This number will be used for the summarized packing slip.
4. Automatic summary. Select this option to summarize multiple orders according to the criteria that is specified in the Summary update parameters (Accounts payable > Setup > Parameters > Summary update tab > Summary update parameters button).

Detailed example:

In this example, we create 3 purchase orders for the same vendor. Open the Posting packing slip form with the three packing slips. Note how the Summary update for field influences the number of packing slips documents.

1. Create 3 purchase orders:
   • Purchase order 1: Vendor = Earth Televisions vendor (1001 vendor account), Currency = USD
     Purchase line: Item = LCD Television Model 01 (1001 item number), specify any item dimensions, Warehouse = 21
   • Purchase order 2: Vendor = Earth Televisions vendor (1001 vendor account), Currency = USD
     Purchase line: Item = LCD Television Model 01 (1001 item number), specify any item dimensions, Warehouse = 22
   • Purchase order 3: Vendor = Earth Televisions vendor (1001 vendor account), Currency = CAD
     Purchase line: Item = LCD Television Model 01 (1001 item number), specify any item dimensions, Warehouse = 21

Note: Purchase orders have the same vendor, different currencies, and different warehouses.

2. Go to Accounts payable > Periodic > Purchase order update > Packing slip. The empty Posting packing slip form opens.
3. Select All in the Quantity field.
4. Click the Select button. The Purchase update form opens. Clear the Purchase order field and fill in 1001 in the Vendor account field.
   

   Purchase update form

5. Click OK.
6. The Posting packing slip form now contains 3 packing slips.
7. Fill in the Packing slip field for all packing slips.
   

   Posting packing slip form

8. Go to the Other tab.
9. By default the Summary update for field contains the None value.
10. Select Invoice account in the field. Since we create three purchase orders for the Earth Televisions vendor, three packing slips must be summarized into one packing slip. But currencies must also be taken into account. So, as a result only two packing slips will be summarized.
11. To update the grid, click the Arrange button. In my case the packing slip 1 and the packing slip 2 are summarized.
    

    Posting packing slip form. Summary update for: Invoice account

12. If we go to the Lines tab, we can find the lines from two purchase orders.
    

    Posting packing slip form, Lines tab

13. Select Order in the Summary update for field.
14. Select the purchase order that will summarize all the other orders. I select purchase order 000157 in the Purchase order field.Fill in the Packing slip field with the number that will be used for the summarizing packing slip. Fill in 7.
15. Click the Arrange button. The error message shows stating the following: “Cannot make summary update. The following fields are different: Currency.” It is because this type of summary sums all packing slips into one and if by some reason this cannot be done, an error message is shown and summing is not performed.
16. To check the Automatic summary, we must set up what field will be used to summarize the packing slips.
17. Go to the Accounts payable > Setup > Parameters > Summary update tab.
18. And click the Summary update parameters button.
19. The Summary update parameters form opens.
    

    Summary update parameters form

20. Specify the fields that must be equal on packing slips that will be summarized.
21. Let’s include the Warehouse field. Select the Warehouse field in the Available field list and then click the left arrow button (<).
22. Close the form.
23. Automatic update will summarize the purchase orders with equal Invoice account, Currency, and Warehouse. In our case 3 purchase orders have one vendor (i.e. invoice account), two purchase orders have one currency but they have different warehouses. So no orders are summarized.
24. Let’s check. Come back to the Posting packing slip form and select Automatic summary in the Summary update for field.
25. Click the Arrange button.
26. In the result, as it is expected, we will have three packing slips.
    

    Posting packing slip form. Summary update for: Automatic summary

Find information about other tabs: Parameters tab , Overview tab, Setup tab, Lines tab, Line details tab, Purchases tab, and Fixed assets tab.

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Overview tab

This tab shows packing slips that will be posted and printed. The user can select several packing slips to work with simultaneously. To be able to do this, click the Select button. The standard Inquiry form will be shown. Fill in the required values in the Criteria field and then click Ok.

For example, if you want to post packing slips for all purchase orders at a time, clear the Criteria field for the Purchase order range and then click OK.

Purchase update form

As a result, the Overview tab in the Posting packing slips form will contain all packing slips required to be posted. In my demo data, the Overview tab has the following view:

Posting packing slip form with several purchase orders

Packing slip field

The Packing slip field is used to specify a packing slip number. This number is taken from the vendor packing slip document. This document is sent to the Purchase manager via a fax, an e-mail, or with the items. A single identification number in a vendor and a company packing slip document helps track back the supply chain.

Find information about other tabs: Parameters tab , Other tab, Setup tab, Lines tab, Line details tab, Purchases tab, and Fixed assets tab.

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Setup tab

The Setup tab shows the information about a certain packing slip.

Setup tab

The Purchase manager can change the transaction date and the document date.

Packing slip date field

Let’s assume that the vendor delivered items on March, 9 with a packing slip document. The Purchase manager was ill on that day. But, the warehouse worker still receives the items and places them to store in the warehouse on March, 9. The Purchase manager comes to the office on March, 10. He or she needs to post the packing slip document backdated. In this case, the Purchase manager clicks the Setup tab and enters March, 9 in the Packing slip date field.

Find information about other tabs: Parameters tab , Other tab, Overview tab, Lines tab, Line details tab, Purchases tab, and Fixed assets tab.

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Lines tab

The Lines tab contains the information about packing slip lines.

Lines tab

The Purchase manager can only edit the following three fields here: Update, Unit price, and Close.

Update field

The Update field contains the value for the quantity of items received from the vendor. The Purchase manager can adjust the quantity. For example, the vendor delivers items in two equal parts with the interval of two days (Vendor sends packing slip document with each part). In this case, two packing slip documents for a purchase order will be posted. When the first packing slip is posted, the system, by default, fills in all quantities (from the purchase order line) in the Update field, but the Purchase manager bisects this value manually.

Net amount field

The Net amount field also can be adjusted. Since the value from this field is used to update general ledger accounts, it is not important for the packing slip posting process as the main goal of the Packing slip posting is registering item quantity but not the price into the system. But, companies can use general ledger accounts during posting of packing slips to track item values not yet invoiced (This is set up for each item via an inventory model group: Inventory management > Setup > Inventory > Inventory model group > Setup tab > Ledger integration field group > Post physical inventory check box).

Close field

The Close field is used to close the line. What does “close the line” mean? Let’s assume that the Purchase manager creates a purchase order for 10 Bottle items. She or he agrees the order details with the vendor. It turns out that only 8 items are delivered and received. If the Purchase manager chooses to wait for another 2 items, after posting the Packing slip the purchase order must remain in the Open order status; otherwise, the status of the purchase order must be Received. Later, the Purchase manager returns to the Purchase order form, finds all purchase orders of the Open order status and works with them. Note: when the quantity in the Update field is equal to the ordered quantity, the purchase line is closed automatically. Detailed example: Let’s assume that the Purchase manager orders 100 LCD televisions (1002 item) from the Earth Television vendor (1001 vendor) and receives only 98 LCD televisions. The Purchase manager calls the vendor and receives the information that 2 LCD televisions will not be delivered because of a lack. The Purchase manager must post the packing slip document for 98 LCD televisions and close the line.
Initial data. The Purchase manager creates the purchase order:

1. Go to Accounts payable > Common Forms > Purchase order details.
2. Create a new purchase order for vendor 1001 with one line:
   • Item number = 1002
   • Configuration = HD
   • Size = 37
   • Color = 01
   • Site = 2
   • Warehouse = 21
   • Quantity = 100

Detailed information about purchase line quantities can be viewed on the Quantity tab in the line area of the Purchase order form. The Purchase manager goes there and finds the following information:

Quantity tab

The Purchase manager receives the items and the vendor’s packing slip. After that the Purchase manager posts the packing slip by doing the following:

1. Click Posting > Packing slip button.
2. On the Overview tab, fill in the Packing slip field with 111 (vendor packing slip number).
3. On the Lines tab, fill in 98 in the Update field.
4. Select the Close check box.
   

   Posting packing slip form, Close check box selected

5. Click Ok.

The following error message will be shown: “Underdelivery of line is 2.00 percent, but the allowed underdelivery is only 0.00 percent.” The Purchase manager can’t close the line with 1002 item if the delivered quantity is less than the ordered! Hm… it may be because of the item setup. Let’s check it out:

1. Go to Inventory management > Common Forms > Item details > Find item 1002 > Reference tab > Purchase order field group > Underdelivery field.
2. Make sure that this field contains the 0 value, i.e. a purchase order line can’t be closed if ordered quantity is less than the posted quantity.
3. The Purchase manager agrees with the boss that the underdelivery for LCS television item can be set to 5 percent.
4. The Purchase manager fill in 5 in the Underdelivery field.

The Purchase manager returns to the purchase order and repeats the posting again. Now, the packing slip is posted and the line closed. The Purchase manager returns to the purchase order and makes sure that the purchase order status is updated to Received. He or she then notes that the Quantity field on the Lines tab remains unchanged, i.e. equal to 100. The Purchase manager goes to the Quantity tab to view the detailed information about the quantities:

Purchase Order after posting packing slip with selected Close check box

The Purchase manager finds out that 98 items are received and only 98 items must be invoiced. Now I will ask you to perform the same procedure but with the Close check box cleared. The result will be as follows: The Purchase order status remains Open order. The Quantity tab contains the following values:

Purchase Order after posting packing slip with cleared Close check box

We see that 2 items must be delivered.

Find information about other tabs: Parameters tab , Other tab, Overview tab, Setup tab, Line details tab, Purchases tab, and Fixed assets tab.

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Line details tab

The Line details tab contains detailed information about the line. The underlined field can be updated.

Posting packing slip form, Line details tab

Update field

The Update field is the same field as on the Lines tab.

Deliver remainder field

The Deliver remainder field is used to set up how many items must be delivered from this vendor. For example, the Purchase manager creates a purchase for 15 Bottle items from the Big Bottle vendor. She or he agrees the order details with the vendor. It turns out that only 8 items are delivered and received. The Purchase manager calls the vendor and receives the information that only 3 items will be delivered later. When posting the packing slip, the Purchase manager enters 8 in the Update field and 3 in the Deliver remainder field. Note: when the Purchase manager posts the packing slip for 3 items, the system will check if the underdelivery for the Bottle item is allowed. In this example, the underdelivery is calculated in the following way: (15 – 8 – 3) / 15 * 100% = 26.67%.

Find information about other tabs: Parameters tab , Other tab, Overview tab, Setup tab, Lines tab, Purchases tab, and Fixed assets tab.

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Purchases tab

The Purchases tab contains the information about the purchase order included in one packing slip. Purchase orders can be grouped by different criteria in one packing slip. We discuss how purchase orders can be summarized in this article (see the Summary update for field).

Posting packing slip form, Purchases tab

Find information about other tabs: Parameters tab , Other tab, Overview tab, Setup tab, Lines tab, Line details tab, Purchases tab, and Fixed assets tab.

Technorati Tags: Purchases tab (Posting packing slip form)

The Fixed assets tab is used in relation with fixed assets. If, for example, we need to transfer a value from the selected packing slip line to a fixed asset (fixed assets acquisition transaction), we can set this on this tab. The Fixed assets tab will be explained when Fixed Assets area will be studied.

Find information about other tabs: Parameters tab , Other tab, Overview tab, Setup tab, Lines tab, Line details tab, Purchases tab.