Remove Shipped Documents from Search

You can prevent already shipped Invoices, Sales Orders, and Sales Receipts from displaying when browsing documents on the Rate/Ship page. The additional setup in QuickBooks requires Administrator rights to complete.

1. In QuickBooks Enterprise, select Customers > Customer Center and select any customer.
   
2. Select the Additional Info tab and click Define Fields.
   
3. Type SS_SHIP_STATUS into a Label field and click OK.
   
4. The field is added. Click OK to exit.
   
5. In StarShip, go to Setup > QuickBooks Enterprise > Interfaces, select a document and click the Customize Interface button. On the Custom Write-Back Setup page, set the “Shipped” field to StarShip field “Status”.
   
   Custom Write-Back

   See the Custom Write-Back topic for more information.

6. Now when you import and ship a document in StarShip, you will see the SS_SHIP_STATUS field has a value of “Processed” after write-back to QuickBooks.
7. You can filter Processed shipments using a filter on the Rate/Ship page. Click the Add Filter button, select the Shipped field, set it to Not Equal and type in “Processed”. Click Apply.
   When the filter is applied, StarShip will no longer show the Processed (Shipped) documents when browsing documents.