How do I prepare a verified order moved to Shipment for fulfillment and invoicing?

Locate an open shipment generated by a verified order, assign batches (Lots) for picking, generate a pick list (optional), generate Shipment manifest, preparing and releasing an invoice

Shipping and Order – Shipment Screen in Acumatica

• Select 'Sales Orders' via the left side menu and select 'Shipments'
  
  • Select the desired Shipment from generated from a verified Sales order via clicking the 'Shipment Nbr.'
• Optional: Multiple Sales Orders can be added to an existing shipment
  • Click the 'ADD ORDER' above the item grid

• • Select the looking glass in the 'Order Nbr:' box in the add sales order popup window and select the the desired order and the corresponding order number and items will be added to the item grid
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  • Notes:
    • Only Sales Orders from the same customer will be available
    • Sales Orders can only be added to shipments -- SHIPMENTS CANNOT BE COMBINED / MERGED

• Assigning Lots
  • Navigate to the SKU list on bottom half of page
    
    
  • Click the empty cell under 'Lot/serial Nbr.' to open a pop up window with the available lots --> select the desire lot (Do this for each item**)
    • Splitting lots / batches (optional)
      • Select the line / sku you would like to split the lot / batch by clicking the line on the far left (little arrow)
      • select 'LINE DETAILS' to open pop up window
        • Click the '+' symbol to add a line 
        • Click the empty cell under 'Location' and select the desired location
        • Click the empty cell under 'Lot/serial Nbr.' and select the desired Lot / batch
        • Adjust quantities across the split batches totaling the requested amount
• Input the 'Control Quantity' to match the 'Shipping Quantity'
• Select 'HOLD' --> 'REMOVE HOLD'
  • Print Picklist and Shipping Manifest as needed
• Select 'CONFIRM SHIPMENT' --> 'PREPARE INVOICE' to generate an Acumatica invoice 
  
  • By default, this will take you to the specific invoice page
    • Alternatively, you can access any invoice by navigating to 'Sales Orders' via side menu and selecting 'Invoices'
• Once Invoice is verified select 'RELEASE INVOICE' at top of page
  • NOTE: Once an invoice has been released any edits will need to be completed via a return