Create External Documents from Sales Shipments

Excise Duty Management • Article • 4/29/2023 • 3 min

You can create an External Document for each Sales transaction using the following steps:

On the Excise Duty Setup page, choose the External Document Number and enable the Create External Document toggle.

Select the Search icon , enter Sales Orders, and then choose the related link.
The Sales Orders page opens.
Select the Sales Order that you want to post.
On the action bar, go to Posting > Post.
A dialog appears to select the required option.
Select Ship and click OK.
Select the Search icon , enter External Documents, and then choose the related link.
The External Document is generated for the Sales Shipment with the following information:
- Document Information
  1. Unposted (sales order in Source Document No. and Type)
  1. Posted (posted sales shipment in Posted Document No. and Type)
- Sender Information
  1. Company information, in Sending Main fields.
  1. Location, in Sending Sub fields.
  1. Customs License of Location.
- Receiver Information
  1. Customer, in Receiving Main fields.
  1. Ship-to Address. in Receiving Sub fields.
  1. Customs License of Customer/Ship-to Address.
- Shipping Agent information
- Item Information
  Item information of all item excise lines with Subject to Excise is No or Yes.
Similarly, the External Documents are created for the outgoing Purchase Return and Transfer Documents.