Creating Delivery, A/R Invoice, Inventory transfer, and Issue for Production Documents with Pick and Pack

Prerequisites

You have at least one open sales order, A/R reserve invoice, production order, or inventory transfer request 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

Select the checkboxes of the rows of sales orders, A/R reserve invoices, production orders, and/or inventory transfer requests that you want to release to A/R invoice or delivery documents.
Note
SAP Business One creates separate delivery documents for sales orders, A/R reserve invoices, production order, and inventory transfer requests. 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.
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.

End of the note.

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

Pick and Pack Manager Window, Released 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, A/R reserve invoices, production order, and inventory transfer requests. 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.
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

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, A/R reserve invoices, production order, and inventory transfer requests. 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.
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.

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.
  
  End of the note.
- 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.
  
  End of the caution.
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, A/R reserve invoices, production order, and inventory transfer requests. 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.

More Information

Working with Pick and Pack

Delivery