Use this form to match packing slip lines to invoice lines.

Open the form

  1. Click > Common Forms> .

  2. If necessary, click .

  3. On the tab, select a purchase order that already has a packing slip posted for it, and then click > . The form opens.

  4. On the or tab in the lower pane, click the button.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

View packing slip and inventory quantities, and select packing slips to match.

View additional information about the selected packing slip line.

Buttons

Upper pane

Button

Description

Open a menu with the following items:

  • – View related inventory transactions.

  • – Select inventory dimensions to display.

Match the available packing slips to the lines on the invoices.

Disconnect all the matched packing slips on all the lines from the invoices.

Lower pane

Button

Description

Match all the packing slips to the selected invoice line.

Disconnect all the packing slips that were previously matched to the selected invoice line.

OK

Save your changes and close the form.

Cancel

Close the form without saving changes.

Fields

Field

Description

The invoice number that you are matching packing slips to.

The vendor account that is associated with the invoice.

The number that identifies the item.

The configuration that is assigned to the item.

The size of the item.

The color of the item.

The site where the item is stored.

The warehouse location where the item is stored.

The batch number that is associated with the item.

The location where the item is stored.

The pallet that is associated with the item.

The serial number that is associated with the item.

The invoice quantity to update.

The currency amount of the purchase invoice line. This amount includes any available cash discounts.

Displays a check mark if the invoice quantity and the total packing slip matched quantity are equal for the selected line.

Displays a warning icon if the invoice quantity and the packing slip quantity are different for the selected line.

If the check box in the form is cleared and the invoice line is not connected to any packing slips, this field is blank.

This field is available only if the check box in the form is selected.

The quantity of the invoice item that is matched to a packing slip.

The quantity of the invoice item that is reserved in inventory.

If selected, this check box indicates that the packing slip line is matched to the invoice indicated at the top of the form.

The number of the packing slip.

The delivery date that is associated with the packing slip.

The quantity on the packing slip that is remaining to invoice.

The inventory quantity remaining to invoice for the selected packing slip.

The identifying number for the item.

The lot number for the item.

The dimension number for the item.

The date that corresponds to the inventory transaction. This is the date that the item was received into inventory.

The quantity on the packing slip that is ordered, in purchase units.

This is the unit in which the item is purchased. For example, you might purchase an item in kilograms and stock it in grams. The purchase unit is kilogram and the inventory unit is gram.

The quantity on the packing slip that has been received, in purchase units.

The quantity that has not yet been received, in purchase units.

The purchase unit that is used for the packing slip.

The quantity, in the inventory unit of the item.

The quantity on the packing slip that is reserved for an unposted invoice line. The quantity is displayed in the purchase unit of the item.

See Also