You have at least one open sales order or A/R reserve invoice in SAP Business One.
During the pick and pack process in SAP Business One, you can create A/R invoices or deliveries for shipment at any time when the Create button is active, as in the scenarios described below.
Note
You cannot create A/R invoice documents based on an A/R reserve invoice.
Select the checkboxes of the rows of sales orders and/or A/R reserve invoices that you want to release to A/R invoice or delivery documents.
Note
SAP Business One creates separate delivery documents for sales orders and A/R reserve invoices. Documents of either type having the same customer, row-level ship-to address, and ship-to description are copied to one delivery document. The same applies to the creation of A/R invoice documents.
The document type appears in the Detailed view, in the Transact. Type column, as follows:
OR
Indicates that the document is a sales order
IN
Indicates that the document is an A/R reserve invoice
Choose the Create button, and from the dropdown list, select if you want to create Manual Delivery, Automatic Delivery or Manual A/R Invoice.
Note
When you create a delivery or A/R invoice document at this stage, SAP Business One does not create a pick list.
For more information, see Pick and Pack Manager - Open Drawer
Select the checkboxes of the pick list rows you want to release to delivery or A/R invoice documents.
Note
SAP Business One creates separate delivery documents for sales orders and A/R reserve invoices. Documents of either type having the same customer, row-level ship-to address, and ship-to description are copied to one delivery document. The same applies to the creation of A/R invoice documents.
The document type appears in the Detailed view, in the Transact. Type column, as follows:
OR
Indicates that the document is a sales order
IN
Indicates that the document is an A/R reserve invoice
Choose the Create button, and from the dropdown list, select if you want to create Manual Delivery, Automatic Delivery or Manual A/R Invoice.
For more information, see Pick and Pack Manager - Released Drawer
Select the checkboxes of the pick lists you want to release to delivery or A/R invoice documents.
Note
SAP Business One creates separate delivery documents for sales orders and A/R reserve invoices. Documents of either type having the same customer, row-level ship-to address, and ship-to description are copied to one delivery document. The same applies to the creation of A/R invoice documents.
The document type appears in the Detailed view, in the Transact. Type column, as follows:
OR
Indicates that the document is a sales order
IN
Indicates that the document is an A/R reserve invoice
Choose the Create button, and from the dropdown list, select if you want to create Manual Delivery, Automatic Delivery or Manual A/R Invoice.
For more information, see Pick and Pack Manager - Picked Drawer
Do one of the following:
In the Pick List window, in the Picked column, in each item row, enter the number items that you have picked.
Note
If you do not have the full number of items available, you can continue now and create a partial delivery. Later, when you have the item or items in stock, you can complete the transaction and deliver the remaining items. For more information, see Picking Items for Shipment.
Choose the Pick All button.
Caution
When you choose the Pick All button in the Picked column, SAP Business One enters the full number of items that appears in the Released column. You cannot use this option for partial deliveries.
Choose the Create button, and from the dropdown list, select if you want to create Manual Delivery, Automatic Delivery or Manual A/R Invoice.
Note
SAP Business One creates separate delivery documents for sales orders and A/R reserve invoices. Documents of either type having the same customer, row-level ship-to address, and ship-to description are copied to one delivery document. The same applies to the creation of A/R invoice documents.
The document type appears in the Detailed view, in the Transact. Type column, as follows:
OR
Indicates that the document is a sales order
IN
Indicates that the document is an A/R reserve invoice
For more information, see Pick List Window.