Posted Sales Shipment
When you create a sales document from which the sales shipment originates and for which the shipment has been created and posted, you can access the e-documents. In the search field, enter E-documents.
When the list opens and you select your e-shipment, the Actions menu offers the following options:
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Update Document
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Validate Document
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Download PDF
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Get Changes
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Delete E-document
Update Document
Update Document allows you to enter data that has not been transferred to the e-shipment and add it before sending. For example, you can change the delivery method.
After that, you can send the shipment by using the Send Document action.
After sending, the Send Document action populates the fields on the Electronic Shipments Integration tab.
Validate Document
This action checks the validity of the e-document before it is sent. Validation includes verifying all required structures and formats needed for electronic exchange, ensuring that the document complies with both the system and external service rules.
Download PDF
The Download PDF action allows the e-shipment to be printed, if needed.
Get Changes
The Get Changes action allows you to download information about the customer’s receipt and review all e-documents associated with this e-shipment. This way, you can see the customer’s receipt, i.e., their response to your shipment, including the confirmed quantities and items.
After that, the customer’s receipt can be either accepted or rejected using the Accept or Reject actions.
Delete E-document
This action allows you to delete the selected E-document from the system. Deletion is used when a document was created by mistake or does not need to be sent. After deletion, it is possible to create a new E-document for the same original document, ensuring process continuity and data accuracy.