I was wondering does anybody use Shipment Confirmation form as Delivery Note and Cargo Shipping Order? If so, how is it set up? (Just for reference we are not using any Integrated Carries options).
Normally those 2 documents are generated separately but in Acumatica I cannot see any other documents related to Shipment as Shipment Confirmation.
Thank you in advance for any tips.
Best answer by ChandrasekharMView original
You can use shipment conformation (printed form) to achieve this objective. The shipment confirmation form could be accessed by following,
The Shipment Confirmation report can also be run from the “Shipments” Screen.
@Malgorzata As your rightly pointed that you are NOT using the Acumatica Carrier plugins, the Cargo Form has to be customized similar to the Shipment Confirmation.
Or maybe I am mixing something up and in case of not using Carrier integration the whole process should go through Purchase Order with non-stock freight item and additional form should be implemented there?
I am sorry for confusion and thank you for the support.
@Malgorzata Yes, you can have a new report “Cargo Note” or a Subreport in the existing Shipment Confirmation report to print both the reports on the same time, without a need for an additional new action. If a new Action is required, this can also be achieved by a simple customization.
@ChandrasekharM mentioned you can have both reports print at the same time by using one report as a subreport inside the other, which likely could be the quickest if the customization doesn’t seem to fit, but the table structure should be similar enough to be able to add one report to the other without too much difficulty.