Adding items to a package document
Before adding items to a package, it is necessary to select a customer. Items are added to the package by clicking [Add]and selecting one of the available options from the menu:
all the items from the selected sales order (SO)
all the items from the selected sales invoice (SI)
all the items from the selected receipt (R)
all the items from the selected sales order release (SOR)
The selection of given type of document opens the list of relevant documents. The list presents only the documents issued to the secondary customer who was earlier selected on the package document. After indicating the selected document, all items included in that document will be added to the package. The items of only confirmed and posted documents can be added to the package.
Note: The button available on a package document above the list of items allows for the addition of items only from the list of sales order release documents.
Note: Given item can be added to a PC document only once. The system does not allow for the addition of items to a PC document which have already been added to another PC document.