Combine Shipments Batch Job
This batch job can be used when you have sales orders that have been shipped but not yet invoiced. The batch job gathers all the uninvoiced shipments into one invoice or multiple invoices. You can also choose to have the invoices posted automatically as part of the batch job. And you can choose whether or not the batch job calculates invoice discount.
The program finds all the sales headers in which Combine Shipments has been selected. For each of these, it finds the sales shipment header (that is, the shipment created from the sales order header). The associated sales shipment lines are used to create lines on the sales invoices that the batch job creates.
Important
The batch job does not mark the shipments that are retrieved and therefore creates new combined shipments every time it is run. If you want to repeat the batch job, you must therefore remember that already created invoices must first be deleted.
You can define what is included in the batch job by setting filters. You can also determine how the batch job is executed by filling in the fields on the Options FastTab. Fill in the fields as follows:
Options
Posting Date: Enter the posting date for the invoice(s) that the batch job creates. This field must be filled in.
Document Date: Enter the document date for the invoice(s) that the batch job creates. This field must be filled in.
Calc. Inv. Discount: Insert a check mark in the check box to have invoice discounts calculated automatically. If there is a check mark in the Calc. Inv. Discount field in the Sales & Receivables Setup window, the amount will always be calculated automatically.
Post Invoices: Insert a check mark in the check box to have the invoices posted immediately.
Only Std. Payment Terms: Insert a check mark in the check box to include shipments with standard payments terms. If you select this option, you must manually invoice all other shipments.
Copy Text Lines: Select this field if you want manually written text on the shipment lines to be copied to the invoice. Note that automatically inserted standard or extended texts will always be copied.
Tip
For more information on how to work with batch jobs, see How to: Run Batch Jobs and How to: Set Filters. For assistance in finding specific pages, see Search.