Create separate Packing Slips for Debit and Credit items on a Sales Order

You can create separate Packing Slips on the same Sales Order for debit and credit items. This can be set for individual customers.

Introduction

Receivable Account Setting

Introduction

Where you would like to separate the debits and credits on a Sales Order for specific customers, you can set this on their Receivable Account record. This can be done individually for the customers that need it. This then creates separate debit and credit Packing Slips for a Sales Order for these customers.

Return to Top of Page

Receivable Account Setting

This feature can be selected for individual customers in their Receivable Account Options tab.

• Go to Receivables > Receivable Accounts.
• Select the Receivable Account you wish to update.
• Go to the Options tab > Packing Slip options section.
• Separate debits and credits on packing slips: Check this field.
• Click Save and close.

When you create a Sales Order for any customer where this flag has been set, the debit and credit items will be separated to two packing slips.

Repeat this step for any other customers as required.

Return to Top of Page