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Completed Shipments
See first: Invoicing and Receiving Overview
The purpose of the Completed Shipments Queue is to provide a control mechanism for managing receipts.
In Online Selection & Acquisitions (OSA), the Completed Shipments option under Invoicing on the Admin menu, provides system administrators, or users with the appropriate Administrative permissions the ability to generate a list of shipments (Packing Slip Receipts) that have been completely received and are ready for invoicing.
Note: This options is only displayed when the Separate Invoicing and Receiving option is selected on the
About the List
From the Packing Slip Receipts list you can:
- Click the underlined Packing Slip Number to view a list of the items and to begin adding those items to an Invoice.
- REOPEN a Completed Packing Slip to add to, or edit, the items on the Packing Slip.
To View Completed Shipments
- Logon to OSA with a Username granted adequate permissions to work with invoices.
- Click the Admin button and the Administration menu will appear.
- In the Invoicing section click the Completed Shipments link.
- The Packing Slip Receipts screen will appear
displaying a list of the completed shipments.
- Click the underlined entry in the Packing Slip Number column and a
Completed Shipments for Packing Slip Number nnnnn screen will display the packing slip items.
- Select the items you wish to add to the invoice, or click Check All to select all items.
- Under Add Checked Items to this Invoice type the desired Invoice Number in the Invoice Number entry box.
Note: If you do not know the desired Invoice number, or if there is not an existing invoice number, you should review the information in the Invoice Help topics to determine how to proceed.
- Click the rotating red arrow button. You will be advised the invoice has been saved. Click OK.
- Click Invoice below to view information on how to continue handing the Invoice.
To Access Invoicing and Receiving Help Topics
- See Invoice for access to the complete set of Invoice Management instructions.
- See Receive for access to the complete set of Packing Slip Management instructions.
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