Configure Default Actions on Complete Shipment
Content
|
---|
There are actions that you can enable or disable when completing the shipment transactions. The related configurations are invoked when the Complete Shipment button is clicked.
Send Email Notification
This shipping configuration, when set to true, allows you to automatically send email notification to the customer's email account provided in the Customer ship to Contact form.
- Go to Setup > Shipping Configuration button. The list of shipping configuration will then display.
- Search for Default.SendNotificationOnCompleteShipment on the list of app config.
- Set the Value = TRUE to enable sending the notification via email.
- Click Save and Close button from the menu.
- From the Shipping module, select From SO or From INV button from the menu. The list of sales order or invoices will then display. Please refer to Shipment Transactions to process any shipping forms.
- By clicking on the Complete Shipment button, you may now check your email inbox to view the notification.
Customize Email Notification Template
This shipping configuration allows you to customize the notification sent to your customer's email address.
- Go to Setup > Shipping Configuration button. The list of shipping configuration will then display.
- Search forDefault.EmailNotificationTemplate on the list of app config.
- Set the Value to the existing email notification template in the report center to change the report content via email.
- Click Save and Close button from the menu.
- By clicking on the Complete Shipment button, you may now check your email inbox to view the notification.
Setting Email Notification Type
This shipping configuration allows you to send the type of file attached in the email notification.
- Go to Setup > Shipping Configuration button. The list of shipping configuration will then display.
- Search for Default.EmailNotificationType on the list of app config.
- Set the Value = HTML or PDF to enable sending the notification via email.
- Click Save and Close button from the menu.
- From the Shipping module, select From SO or From INV button from the menu. The list of sales order or invoices will then display. Please refer to Shipment Transactions to process any shipping forms.
- By clicking on the Complete Shipment button, you may now check your email inbox to view the notification.
Converting Sales Order to Sales Invoice After Completion
This shipping configuration, when set to true, allows you to automatically convert the sales order to sales invoice after the transaction is completed.
- Go to Setup > Shipping Configuration button. The list of shipping configuration will then display.
- Search for Default.ConvertToInvoiceOnCompleteShipment on the list of app config.
- Set the Value = TRUE to enable sending the notification via email.
- Click Save and Close button from the menu.
- From the Shipping module, select From SO or From INV button from the menu. The list of sales order or invoices will then display. Please refer to Shipment Transactions to process any shipping forms.
- By clicking on the Complete Shipment button, you may now check your email inbox to view the notification.
Print Sales Invoice After Completion
This shipping configuration, when set to true, allows you to automatically print the sales invoice after the transaction is completed.
This only works when Default.ConvertToInvoiceOnCompleteShipment is enabled.
- Go to Setup > Shipping Configuration button. The list of shipping configuration will then display.
- Search for Default.PrintInvoiceOnCompleteShipment on the list of app config.
- Set the Value = TRUE to print the sales invoice after completing the shipment. Otherwise, set to FALSE if you want to print the invoice manually.
- From the Shipping module, select From SO or From INV button from the menu. The list of sales order or invoices will then display. Please refer to Shipment Transactions to process any shipping forms.
- By clicking on the Complete Shipment button, you may now check your email inbox to view the notification.
Set Default Invoice Printing Destination
This shipping configuration, when set to true, allows you to automatically convert the sales order to sales invoice after the transaction is completed.
- Go to Setup > Shipping Configuration button. The list of shipping configuration will then display.
- Search for Default.PrintInvoiceDestination on the list of app config.
- Set the Value = 1 or 0 to print the sales invoice by either printing it directly or preview first the document, respectively.
- From the Shipping module, select From SO or From INV button from the menu. The list of sales order or invoices will then display. Please refer to Shipment Transactions to process any shipping forms.
- By clicking on the Complete Shipment button, you may now check your email inbox to view the notification.