{"id":18399,"date":"2018-03-20T12:26:22","date_gmt":"2018-03-20T12:26:22","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=18399"},"modified":"2024-03-27T04:32:27","modified_gmt":"2024-03-27T04:32:27","slug":"simplified-oe-module-report-shipment-details","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-shipment-details\/","title":{"rendered":"Simplified OE Module Report (Shipment Details)"},"content":{"rendered":"<p>Sales Shipment\u00a0is a confirmation document sent to the customers before delivering the goods or services.\u00a0Sales Shipment\u00a0can be created once your prospective customer accepts the quote. It is sometimes difficult to find those shipments quickly when required. Hence, we have developed a report UI from which you can export the Shipment data, Order data &amp; Invoice data from <a href=\"https:\/\/www.sagesoftware.co.in\/product-sage-300-erp\" target=\"_blank\" rel=\"noopener\">the single user interface in an excel format<\/a>.<br \/>\nIn this blog, we will look details about shipment data &amp; the columns in details.<br \/>\n<strong>New Stuff:-\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-invoice-details\/\" target=\"_blank\" rel=\"noopener noreferrer\">Simplified OE Module Report (Invoice Details)<\/a><\/strong><br \/>\nBelow is the UI that we have developed.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/7-2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-18400 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/7-2.png\" alt=\"\" width=\"439\" height=\"285\" \/><\/a><br \/>\nOn this UI, you have the option to select transaction type like Order, Shipment &amp; Invoice. Depending on your selection, the report will export the data. In addition, you can filter by date, customer number &amp; location.<br \/>\nIf you select Shipment type &amp; export it then data will get export in below format.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/8.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-18401 size-full\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/03\/8.png\" alt=\"\" width=\"1279\" height=\"62\" \/><\/a><br \/>\nExcel includes fields such as Shipment No, Shipment Date, Customer Number, Customer name, Ship To Location, Location, Ship Via Code, Description, Reference, Tax Group, Terms Code, Shipment Subtotal, Shipment Discount Amount, Total Tax Amount, and Shipment Total.<br \/>\nBelow is the detail explanation of all the fields:-<br \/>\n<strong>Shipment No<\/strong>&#8211; Header level Shipment No field<br \/>\n<strong>Shipment date<\/strong> \u2013 Header level Shipment date field<br \/>\n<strong>Customer number<\/strong> &#8211; Header level Customer number field<br \/>\n<strong>Customer name<\/strong> &#8211; Header level Customer name field<br \/>\n<strong>Ship to location<\/strong> &#8211; Header level ship to location field (Description)<br \/>\n<strong>Location<\/strong>&#8211; Header level Location field (Description)<br \/>\n<strong>Ship Via Code<\/strong> &#8211; Header level ship Via Code field (Description)<br \/>\n<strong>Description<\/strong> &#8211; Header level description field<br \/>\n<strong>Reference<\/strong> &#8211; Header level Reference field<br \/>\n<strong>Tax Group<\/strong> &#8211; Header level Tax Group field from Tax tab<br \/>\n<strong>Terms Code<\/strong> &#8211; Header level Terms Code field from Customer tab<br \/>\n<strong>Shipment subtotal<\/strong> &#8211; Detail level Order subtotal field<br \/>\n<strong>Shipment discount<\/strong> <strong>amount<\/strong> \u2013 Header level shipment discount from taxes tab<br \/>\n<strong>Total tax<\/strong> <strong>amount<\/strong> &#8211; Header level total tax amount field from taxes tab<br \/>\n<strong>Shipment Total<\/strong> &#8211; Header level Shipment Total field Total tab<br \/>\nIn our next blog, we will discuss Invoice entry data that is to be export from this UI.<br \/>\n<strong>Note: \u2013\u00a0<\/strong>We can add or remove fields as per your requirement.<br \/>\n<strong>Also Read:-<\/strong><\/p>\n<ol>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/12\/29\/ap-payment-register\/\" target=\"_blank\" rel=\"noopener noreferrer\">AP Payment Register<\/a><\/li>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/12\/21\/gl-register-report\/\" target=\"_blank\" rel=\"noopener noreferrer\">GL Register Report<\/a><\/li>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/13\/export-open-order-details\/\" target=\"_blank\" rel=\"noopener noreferrer\">Export Open Order Details<\/a><\/li>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/02\/17\/export-invoice-information\/\" target=\"_blank\" rel=\"noopener noreferrer\">Export Invoice Information<\/a><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Sales Shipment\u00a0is a confirmation document sent to the customers before delivering the goods or services.\u00a0Sales Shipment\u00a0can be created once your prospective customer accepts the quote. It is sometimes difficult to find those shipments quickly when required. Hence, we have developed a report UI from which you can export the Shipment data, Order data &amp; Invoice\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-shipment-details\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[776,1013,2567,2672,2674],"class_list":["post-18399","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-details","tag-format","tag-sales-shipment","tag-shipment","tag-shipment-details-format"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Simplified OE Module Report (Shipping Details)<\/title>\n<meta name=\"description\" content=\"We will look at shipping data and columns 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