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Procedure documentationCreating Delivery and A/R Invoice Documents with Pick and Pack Locate this document in the navigation structure

Prerequisites

You have at least one open sales order or A/R reserve invoice in SAP Business One.

Procedure

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 Note

You cannot create A/R invoice documents based on an A/R reserve invoice.

End of the note.
Pick and Pack Manager Window, Open Drawer
  1. 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 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

    End of the note.
  2. 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 Note

    When you create a delivery or A/R invoice document at this stage, SAP Business One does not create a pick list.

    End of the note.

    For more information, see Pick and Pack Manager - Open Drawer

Pick and Pack Manager Window, Released Drawer
  1. Select the checkboxes of the pick list rows you want to release to delivery or A/R invoice documents.

    Note 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

    End of the note.
  2. 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

Pick and Pack Manager Window, Picked Drawer
  1. Select the checkboxes of the pick lists you want to release to delivery or A/R invoice documents.

    Note 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

    End of the note.
  2. 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

Pick List Window

Note Note

For information about opening and viewing pick lists, see Viewing a Pick List.

End of the note.
  1. 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 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.

      End of the note.
    • Choose the Pick All button.

      Caution 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.

      End of the caution.
  2. 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 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

    End of the note.

    For more information, see Pick List Window.