To finalize reporting for completed shipments and close monthly data, changing the Report Status is the initial and essential step for confirmation.
Method 1: Update Report Status inside the Shipment
Step 1: Go to Shipment List → View the shipment you want to update.
Step 2: In the “Report Status” field, select the appropriate status:
No report: Default status for newly created shipments
Pending / Waiting: Sales can still edit charges or adjust costing issues
Done Shipment: Sales confirms all Selling & Buying charges are completed
Approve: Accounting confirms the shipment and proceeds with invoicing/collection
Completed: Payment collected → Shipment is locked from further editing
Step 3: Click Change to confirm the status update.
Method 2: Update Multiple Shipments at Once
Step 1: Select the shipments that have completed Billing and Costing → Click Action → Change report status.
Step 2: Change the Report Status to “Done Shipment”, this allows Accounting to identify which shipments have fully completed Billing & Costing and prepare the final period-end Report.
Note: If you want to filter shipments that have already been reported, you can use the "Report Status" filter.
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