Sales & Receivables Setup

Combine Shipment per Period  •  Article  •  1/29/2025  • 

You can configure the fields on the Sales & Receivables Setup page to enable you to choose to transfer field values between sales documents.
1. Select the Search icon , enter Sales & Receivables Setup, and then choose the related link.
2. On the General FastTab, in the Transfer Field Values group, configure the following toggles as required.

FieldDescription
From Orders to InvoicesTurn on this toggle if you want the system to inherit the Ship-to Address Code, Shipping Method Code, Agent, Bill-to Customer, Currency Code, Payment Terms Code, External Document No. and EDI Inbound Entry No. field values from sales orders header to sales invoices header when selecting the Get Shipment Lines action or the Combine Shipment By action.
NOTE:
  • When you select the Get Shipment Lines action, the system transfers field values from the sales order header to the sales invoice header for each individual shipment that is selected.
  • When you select the Combine Shipments By action, the system transfers field values from the sales order header to the sales invoice header for each individual shipment selected, after grouping shipments based on order or shipment criteria.
  • The system displays a notification indicating that previously populated fields will be overwritten when multiple shipment lines are selected.
  • The system displays an error message when there is an inconsistency in the header fields.
From Return Orders to Credit MemosTurn on this toggle if you want the system to inherit the Ship-to Address Code, Shipping Method Code, Agent, Bill-to Customer, Currency Code, Payment Terms Code, External Document No. and EDI Inbound Entry No. field values from sales return order header to sales credit memos header when selecting the Get Return Receipt Lines action.
NOTE:
  • The system displays a notification indicating that the header fields will be updated with values from the most recent sales return order when the Get Return Receipt Lines action is executed.
When Using Get Posted Doc. Lines to ReverseTurn on this toggle if you want the system to inherit the Ship-to Address Code, Shipping Method Code, Agent, Bill-to Customer, Currency Code, Payment Terms Code, External Document No. and EDI Inbound Entry No. field values from last posted documents to sales credit memos header when selecting the Get Posted Doc. Lines to Reverse action.
NOTE:
  • The system displays a notification indicating that the header fields will be updated with values from the last processed posted sales document when multiple Document No. entries are selected or when the Get Posted Doc. Lines to Reverse action is executed repeatedly.


The EDI Inbound Entry No. field will be visible only if the Aptean EDI extension is installed.