(ITA) Post and print a packing slip with transportation delivery details [AX 2012]

Updated: February 17, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

When you ship goods to customers, the shipment must contain a transportation delivery document (TDD). The TDD provides information about the customer, contractor, owner, and loader involved in the shipment. To print a packing slip with transportation delivery details, you must first set up transportation delivery details.

To print the transportation document and shipping information on a packing slip, you must set up the transportation delivery details in the Accounts receivable parameters and Form setup forms.

  1. Click Accounts receivable > Setup > Accounts receivable parameters.

  2. Click the Shipments link, and then in the Carrier name field, select the name of the carrier for the customer shipment.

  3. Select the Use transportation document information on packing slip check box to display the transportation details on the packing slip when it is posted.

  4. Close the form to save your changes.

  5. Click Accounts receivable > Setup > Forms > Form setup.

  6. Click the Packing slip link, and then select the Shipping details check box to print shipping information, including the carrier details, on the packing slip.

  7. Select the Transportation document check box to print the transportation document details on the packing slip.

    NoteNote

    This check box is available only if the Use transportation document information on packing slip check box is selected in the Accounts receivable parameters form.

  8. Close the form to save your changes.

You can post and print a packing slip with a TDD for a customer shipment. The TDD will contain the following details:

  • The name and primary address of the shipping contractor.

  • The name and primary address of the shipment loader.

  • The name and primary address of the owner of the goods.

  • Any additional declarations, notes, or instructions.

  • The name of the individual who created the packing slip.

If the details of the contractor, loader, owner, and compiler are not set in the Packing slip posting form, the name and address of the legal entity are printed on the packing slip.

  1. Click Sales and marketing > Common > Sales orders > All sales orders.

  2. Select an open sales order, and then click Pick and pack > Packing slip to open the Packing slip posting form. For more information, see Sales posting (form).

  3. On the Parameters tab, in the Quantity field, select All.

  4. Select the Posting check box to post the packing slip.

  5. Select the Print packing slip check box to print the packing slip when it is posted.

  6. Click the Bill of lading tab, and then in the Carrier name field, select the name of the carrier.

  7. Click the Transportation document tab. In the Compiler field, apply the filter to sort the compiler names, and then select the name of the person who created the packing slip.

  8. In the Contractor, Loader, and Owner fields, select the type of party as Carrier, Legal entities, Customer, or Vendor to filter the transportation party, and then select the name for each party.

  9. In the Additional declarations, Additional notes, and Additional instructions fields, enter any additional information to be printed on the packing slip.

  10. Click OK to post and print the packing slip with the transportation document information.

  11. Close the form to save your changes.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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