Shipments from invoice

The system may support a scenario where a shipment is created from an invoice.

This is convenient when the invoice is the “main” document and the warehouse shipment is created afterwards.

When creation is available

The shipment creation button in the invoice card is typically available if:

the invoice is active (not cancelled);
a shipment type is set for the invoice type;
the invoice has lines that need to be shipped (the “to ship” quantity is greater than zero).

If a shipment has already been created for all positions, the button is not shown.

When creating a shipment from an invoice, the system:

Creates a new shipment document.
Copies key fields from the invoice:
- partner;
- department (if used);
- warehouse/location;
- delivery address.
Creates shipment lines from invoice lines:
- only item (goods) lines are included;
- quantity in the shipment equals the “to ship” quantity in the invoice line;
- the shipment line is linked to the invoice line.
Opens the created shipment for further work.

An invoice type can have an “Automatically create shipment” setting.

If enabled, when the invoice moves to a ready state (or when item lines appear), the system automatically creates a shipment.

If the shipment was created automatically, the system may keep the invoice and shipment synchronized in some cases:

if the invoice is cancelled and there was only one shipment — the shipment is cancelled automatically;
if the partner was changed and there was only one shipment — the partner is updated in the shipment;
if the item or quantity in an invoice line was changed — the item and quantity are updated in the shipment line.

Practical meaning: the shipment stays consistent with the invoice while you work with the documents.