One of our users would like me to add the Ship Via drop down list from the Sales Order Summary tab to the A/R Invoice Summary tab, and have it able to update the Ship Via on the Sales Order if they change it. They have users that forget to update the ship via info on older sales orders that are being invoiced at a later date.
Has anyone done this or something similar before?
Shouldn’t the update happen when the packer is created?
Or is it okay to ship using something other than what’s on the order? And if so, should the invoice reflect:
A. ShipVia of Order Release
B. ShipVia of the packer
C. Actual ShipVia (if different than the packer)
D. Whatever ShipVia AR decides to put on the invoice
??
The shipment itself stays the same, what they are forgetting to change is the carrier, like FedEx changing to UPS. Then some of our customers refuse shipments if the information is not correct.
For example, they’ll key in a sales order starting with UPS being the carrier. 3 weeks later it is ready to ship, but it’s changed to FedEx. The user that does the shipping, doesn’t know to go back to the sales order and update it from UPS to FedEx so the invoice form displays the correct carrier. So they are wanting to be able to update the carrier on the sales order, with a box on the A/R invoice screen.
So during Packer creation, the Ship Via from the order is ignored, and the packer entry person really selects the actual carrier?
It seems like you should pull the carrier from the packer and not the order.