Ship and invoice sales orders

Once you have entered a sales order and the goods or services are ready for shipment, you can complete the sales order.

Here's how

1. Open the sales order.

2. Click on Start > Post in the ribbon. You have the following options:

   1. Post: posts the sales order. You can select further options.

   2. Post and Send: posts the sales order and sends the file to a disk. You can select further options.

   3. Post and New: posts the sales order and creates a new sales order.

3. In the respective dialog, select whether you want to ship only, invoice only or ship and invoice at the same time.

4. Click on OK.

The packing slip (receipt) and invoice are then archived in the ECM system.