You can decide when and how StarShip writes back shipment information to Sales Orders and Invoices in Sage 100. You can also set up Custom Write-Back to Sage 100 User-Defined fields.
About Write-Back
Freight charges can be written back to either the Sales Order or the Invoice.
Additionally, StarShip is set up by default to create the Invoice when you ship a Sales Order. This means that StarShip will write shipment detail and custom write-back data back to the Invoice. For users who will also set up Custom Write-Back, you would set up the fields under Invoice.
If you do not want StarShip to create the Invoice, then StarShip can write directly back to the Sales Order…in this case, you would check the setting “Do not create invoice when shipping Sales Order document” below. For users who will also set up Custom Write-Back, you would set up the fields under Sales Order.
Write-Back
Configure the following write-back settings to control what happens when you process shipments in StarShip.
When a shipment is processed or voided in StarShip
Always write freight to (source document)
When you save or void a shipment in StarShip, the freight amount is written back to the document you select here: Sales Orders or Invoices.
Do not write freight back to the (source document)
You can choose this option to disable freight write-back to Sage 100.
Do not create invoice when shipping Sales Order document
This option is available for Sales Order write-back. When you check this check box, no invoice is created, and write-back occurs on the Sales Order. The Applied Charge from the shipment is written back to the Sales Order (to Totals > Freight Amount). StarShip also writes notes back to the Sales Order as a line item comment.
If you want to import a Sales Order with a JobOps work item, the option “Do not create invoice” should be enabled. If “Do not create invoice” is disabled, StarShip does not allow importing Sales orders with JobOps Work Ticket items and displays the error message, like “Sales Order contains JobOps work ticket item(s). This Sales Order must be invoiced in MAS first, and then the Invoice can be shipped in StarShip”
This setting affects whether lot/serial distribution is allowed for Sales Orders (available in Sage 100 v4.5 and higher).
Print the associated Sage 100 report
When checked, StarShip will print the associated Sage report to the default printer. The Sage 100 report is defined in Sage in the Form Code field, after clicking the “Accept” button in the “Shipping Data Entry” dialog, or by clicking the “Quick Print” button. By default, the Form Code field is pre-populated with the default form code, or the last used Form Code, in the print dialog.
This feature does not work in the initial release of Sage 100 2013. The problem is resolved in product update 2 (5.00.2.0). For additional information, see Sage release notes, specifically: Sage 100 printing or preview no longer fails when running through pvxcom. DE 101098 KBID 9000841.
Notes Settings
Notes write-back can only be enabled if “Do not create Invoice when shipping Sales Order document” is checked. Notes are written back to the Sales Order as a line item comment. Sage 100 has a 2048 character limit to this field. Notes are configurable as described below.
You can customize the StarShip fields that are written back to the Sales Order for both Freight and Parcel shipments. Under Notes Settings, select the Freight and/or Parcel node to enable Notes write-back.
Write the shipment notes in 9x compatibility format
When checked, StarShip will write shipment notes to Sage 100 Sales Orders in StarShip 9.x format. This setting deals with write-back by location (if shipping with multiple locations).
In version 9.x the location field was optional. The current version of StarShip automatically retrieves the location when writing notes back to Sage 100. Therefore, if you do not want to use the location, you would check this check box and StarShip will disregard location info.
You should deselect this option if you have multiple StarShip locations that ship against the same Sales Orders on the same days. This will prevent the notes from being overwritten. If users process shipments for the same Sales Orders on the same day from different StarShip locations, StarShip will overwrite any notes that were previously written back.
Write the information below to the Sales Order when a Freight/Parcel shipment is processed in StarShip
StarShip writes the information in the Notes Settings section to the Comment field associated with the Sales Order. The Notes are accessed from the Sales Order Entry dialog > Lines tab by clicking on the Comment field in the Package table. Notes settings only apply when StarShip is set up to not create the invoice on write-back.
These are the default shipment fields that write back to Sage 100 for Freight shipments:
These are the default shipment fields that write back to Sage 100 for Parcel shipments:
Modify or Add Fields
You can change the fields that write back by changing the Note Field, or click the Add Note Settings button to add more fields. The Note Tag is the printed title; the information from the StarShip field on the right will appear next to the Tag words in the Comments.