In Dynamics 365 F&O, a packing slip (also known as a delivery note) is a document that accompanies shipments of goods and serves as proof of delivery. It typically contains details about the items shipped, including quantities, descriptions, and shipment dates. In the context of sales orders or transfer orders, a packing slip is generated when the goods are physically shipped from the warehouse.
Key functions of a packing slip in Dynamics 365 F&O:
- Documentation of shipment: It outlines what has been sent to the customer or recipient, ensuring transparency.
- Inventory updates: Upon posting a packing slip, the system updates inventory records to reflect that the goods have left the warehouse.
- Legal and compliance: It can be used for legal and audit purposes, documenting the delivery of goods as part of the sales transaction.
A packing slip in Dynamics 365 F&O is primarily used in the Accounts Receivable (AR) module. It is associated with the sales process, where goods are shipped to customers. The packing slip confirms the physical delivery of goods to the customer and plays a role in sales order processing.
In contrast, Accounts Payable (AP) typically deals with vendor transactions, where you might encounter documents like purchase orders or vendor invoices but not packing slips directly, as it focuses on receiving goods rather than shipping them.