Use this information to post packing slips and update shipping carrier information for sales orders. If the configuration key is selected, shipping information for a sales order must be transferred to the shipping carrier software from Microsoft Dynamics AX before the invoice for the sales order can be posted.

You can view shipping information in the sales form and in the form.

Note Note

If the check box is selected for the shipping carrier software interface, the form is displayed for each packing slip that you post. Use this form to enter information to simulate the information you would receive from the shipping carrier software. When you are satisfied that shipping carrier information is set up properly within Microsoft Dynamics AX, clear the check box to enable the system to transfer information from the shipping carrier software.

Post packing slips using logistics

Use this procedure to post packing slips for shipments.

  1. Use the form in Microsoft Dynamics AX to post the picking list and print picking slips.

  2. Use the picking slips to pick the items and take the goods to the shipping area.

  3. Use the form in Microsoft Dynamics AX to enter packing slip information and print a packing slip. When you post the packing slip, information about the sales order and shipment is transferred to the shipping carrier software. To do this, complete the following steps:

    1. Click > Common Forms> .

    2. Select an open sales order and click > .

    3. Select the and check boxes.

    4. Clear the and check boxes.

      Note Note

      You can enter information in the fields on the tab, but it is not transferred to the shipping carrier software. This tab is available only if the configuration key is selected.

    5. In the lower pane, make any changes that are needed.

    6. Click OK. The packing slip is printed and posted. Information is transferred to the shipping carrier software. You can view the shipment information in the form.

  4. Use the shipping carrier software to verify information about the shipment, including shipping charges and package weight, and print shipping labels.

  5. Use the shipping carrier software to process packages, generate labels, and transfer information to Microsoft Dynamics AX. You can view the information in the form.

Post packing slips using warehouse management

Use this procedure to post packing slips for shipments that are picked and packed using warehouse management. This procedure assumes that you have already created output orders, posted picking lists, and printed picking slips. For more information, see Create an output order. When you post the packing slip, information about the sales order and shipment is transferred to the shipping carrier software.

  1. Click > Common Forms> .

  2. Use the form in Microsoft Dynamics AX to enter packing slip information and print a packing slip. To do this, complete the following steps:

    1. Select a shipment and click .

    2. Select the and check boxes.

    3. Clear the and check boxes.

      Note Note

      You can enter information in the fields on the tab, but it is not transferred to the shipping carrier software. This tab is available only if the configuration key is selected.

    4. In the lower pane, make any changes that are needed.

    5. Click OK. The packing slip is printed and posted. Information is transferred to the shipping carrier software. You can view the shipment information in the form.

  3. Use the shipping carrier software to verify information about the shipment, including shipping charges and package weight, and print shipping labels.

  4. Use the form to select a shipment and click . The following things happen:

    • Information is transferred to Microsoft Dynamics AX. You can view this information in the form.

    • If the order is C.O.D., the invoice is posted and printed so it can be included with the packing slip.

    • If the order is paid by credit card and the check box in the form is selected, credit card information is submitted to the credit card company.

      Note Note

      If the card is approved, the invoice is posted and printed so it can be included with the packing slip. If the card is rejected, a message is displayed and the invoice is not printed. You can remove the shipment from further processing, and then notify the employee who is responsible for invoicing that the credit card was rejected.

    • For the invoices that are posted, shipping charges are moved to the invoice as miscellaneous charges. For more information, see About posting sales order packing slips to update information for shipping carriers.

See Also