Packing Slip
How to use Packing Slip in Shipments & Delivery: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create the shipment or delivery record, identify the source transaction and parties, and record transport details. Review packing, quantities, addresses and status before confirming movement. Carrier integration is used only where configured.
This page is a record page in Logistics → Shipments & Delivery. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Delivery Note, Series, From Package No., Items.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Packing Slip from Logistics → Shipments & Delivery, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Delivery Notedelivery_note | Link Required | Indicates that the package is a part of this delivery (Only Draft) Linked record: Delivery Note |
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
From Package No.from_case_no | Int Required | Identification of the package for the delivery (for print) |
To Package No.to_case_no | Int Optional | If more than one package of the same type (for print) |
Itemsitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Packing Slip Item |
Net Weightnet_weight_pkg | Float Optional · Read-only | The net weight of this package. (calculated automatically as sum of net weight of items) |
Net Weight UOMnet_weight_uom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Gross Weightgross_weight_pkg | Float Optional | The gross weight of the package. Usually net weight + packaging material weight. (for print) |
Gross Weight UOMgross_weight_uom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Letter Headletter_head | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Letter Head |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Packing Slip |
Child tables
Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Batch Nobatch_no | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Batch |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Quantityqty | Float Required | Enter a numeric value using the required unit and precision. |
Net Weightnet_weight | Float Optional | Enter a numeric value using the required unit and precision. |
UOMstock_uom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Weight UOMweight_uom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Page Breakpage_break | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.