Discussion

Difference between revisions of "Delivery Receipt"

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== Delivery Receipt ==
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<div style="text-align: center;">
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[[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]]
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</div><br />
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==Delivery Receipt==
 
This module allows the user to keep track the status of the items to be delivered to the customer if it is on Preparing, Delivered or Cancelled.
 
This module allows the user to keep track the status of the items to be delivered to the customer if it is on Preparing, Delivered or Cancelled.
  
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===== Delivery Receipt List =====
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=====Delivery Receipt List=====
 
[[File:Delivery Receipt Record List.png|center|thumb|Delivery Receipt List]]
 
[[File:Delivery Receipt Record List.png|center|thumb|Delivery Receipt List]]
  
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===== Adding Delivery Receipt =====
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=====Adding Delivery Receipt=====
 
[[File:Adding Delivery ReceiptV2.png|center|856x856px|Adding Delivery Receipt]]
 
[[File:Adding Delivery ReceiptV2.png|center|856x856px|Adding Delivery Receipt]]
  
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* '''Adding Delivery Receipt Information'''
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*'''Adding Delivery Receipt Information'''
  
 
{| class="wikitable"
 
{| class="wikitable"
Line 48: Line 51:
 
|}Notes:
 
|}Notes:
  
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*The user can only edit the Sales Order record if it is on "PENDING" status.
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*The user can only edit the Delivery Receipt record if it is on '''PENDING''' status.
  
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*The Delivery will be automatically set to PARTIAL when:
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*The Delivery will be automatically set to '''PARTIAL''' when:
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**When creating the transaction where the quantity available in the warehouse is less than to the intended order.
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**When creating the transaction where the quantity available in the [[Warehouse]] is less than to the intended order.
  
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*Customer should be on "ACTIVE" status when using it upon creating or editing a transaction.
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*Customer should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
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*Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
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**This can be seen in [[Customer]] Maintenance Module
 +
*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
**This can be seen in [[Warehouse]] Maintenance Module.
 +
* For detailed steps on how to add a Delivery Receipt, you can visit the Delivery Receipt Job Aids which can be found [[Delivery Receipt Aids|here]]
  
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===== Editing Delivery Receipt =====
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=====Editing Delivery Receipt=====
 
[[File:Editing Delivery ReceiptV2.png|center|thumb|862x862px|Editing Delivery Receipt]]
 
[[File:Editing Delivery ReceiptV2.png|center|thumb|862x862px|Editing Delivery Receipt]]
  
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* '''Editing Delivery Receipt Information'''
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*'''Editing Delivery Receipt Information'''
  
 
{| class="wikitable"
 
{| class="wikitable"
Line 100: Line 106:
 
|}Notes:
 
|}Notes:
  
−
*The user can only edit the Sales Order record if it is on "PENDING" status.
+
*The user can only edit the [[Sales Order]] record if it is on '''PENDING''' status.
  
−
*The Delivery will be automatically set to PARTIAL when:
+
*The Delivery Receipt will be automatically set to '''PARTIAL''' when:
−
**When creating the transaction where the quantity available in the warehouse is less than to the intended order.
+
**When creating the transaction where the quantity available in the [[Warehouse]] is less than to the intended order.
  
−
*Customer should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
*Customer should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
−
**Past Transactions with "INACTIVE" customer prior to its deactivation can still be used.
+
**This can be seen in [[Customer]] Maintenance Module
−
*Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
**Past Transactions with '''INACTIVE''' customer prior to its deactivation can still be used.
−
**Past Transactions with "INACTIVE" Warehouse prior to its deactivation can still be used.
+
* '''INACTIVE''' items in the record prior to its deactivation can still be used in the transaction.
 +
**The status of the item be seen in [[Item Master]] Maintenance Module.
 +
*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
**This can be seen in [[Warehouse]] Maintenance Module.
 +
**Past Transactions with '''INACTIVE''' Warehouse prior to its deactivation can still be used.
 +
* For detailed steps on how to edit a Delivery Receipt, you can visit the Delivery Receipt Job Aids which can be found [[Delivery Receipt Aids|here]]
  
−
===== Delivery Receipt Options =====
+
=====Delivery Receipt Options=====
 
[[File:Delivery Receipt Options.png|center|thumb|Delivery Receipt Options]]
 
[[File:Delivery Receipt Options.png|center|thumb|Delivery Receipt Options]]
  
−
===== Delivery Receipt Record Options =====
+
* For detailed steps on how to edit a Delivery Receipt, you can visit the Delivery Receipt Job Aids which can be found [[Delivery Receipt Aids|here]]
 +
 
 +
=====Delivery Receipt Record Options=====
 
[[File:Delivery Receipt Record Options.png|center|thumb|Delivery Receipt Record Options]]Notes:
 
[[File:Delivery Receipt Record Options.png|center|thumb|Delivery Receipt Record Options]]Notes:
  
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*The user can only delete the Delivery Receipt record if it is on "PREPARED" status.
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*The user can only cancel the Delivery Receipt record if it is on '''PREPARED''' status.
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*The Delivery Receipt Status will be changed to "WITH INVOICE" when after delivered, it will be tagged to Sales Invoice Module.
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*The Delivery Receipt Status will be changed to '''WITH INVOICE''' when after delivered, it will be tagged to [[Sales Invoice]] Module.
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*You can Revert to Prepared the Status of Delivery Receipt if it is on "COMPLETE" status.
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*You can Revert to Prepared the Status of Delivery Receipt if it is on '''COMPLETE''' status.
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*Records that has "WITH INVOICE" status can only be reverted to Prepared if the Sales Invoice entry has been cancelled.
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*Records that has '''WITH INVOICE''' status can only be reverted to Prepared if the [[Sales Invoice]] entry has been cancelled.
  
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===== Delivery Receipt View Record =====
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=====Delivery Receipt View Record=====
 
[[File:Delivery Receipt View Record.png|center|thumb|Delivery Receipt View Record]]Notes:
 
[[File:Delivery Receipt View Record.png|center|thumb|Delivery Receipt View Record]]Notes:
  
 
*The user can edit the details of the record while viewing it.
 
*The user can edit the details of the record while viewing it.
 +
*For detailed steps on how to view a Delivery Receipt, you can visit the Delivery Receipt Job Aids which can be found [[Delivery Receipt Aids|here]]
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{| class="wikitable"
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|+Categories:
 +
! colspan="2" |'''Modules'''
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|-
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|Sales
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|[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]] <nowiki>| </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Financials
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|[[Accounts Receivable]]
 +
|-
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|Maintenance
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|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Warehouse]]
 +
|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Sales Aids
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt Aids]]<nowiki> | </nowiki>[[Sales Invoice Aids]]
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|-
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|Financials
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|[[Accounts Receivable Aids]]
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|-
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|Maintenance Aids
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|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Warehouse]]
 +
|-
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|Others
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|[[Sales Process]]
 +
|}<div style="text-align: center;"></div>

Revision as of 11:55, 14 January 2021


Delivery Receipt

This module allows the user to keep track the status of the items to be delivered to the customer if it is on Preparing, Delivered or Cancelled.

Delivery Receipt List
File:Delivery Receipt Record List.png
Delivery Receipt List
Adding Delivery Receipt
Adding Delivery Receipt
  • Adding Delivery Receipt Information
Field Description Expected Values
1.Delivery Number •Delivery Receipt Reference Number •Auto-Generated after creation
2.Customer •Name of Customer •Text/Set of Customer List provided in Customer Maintenance Module
3.Sales Order Number •Sales Order Reference Number •Sales Order Reference
4.Document Date •Date when the transaction is issued. •Date
5.Target Shipping •Address where the items to be shipped. •Text
6.Warehouse •Warehouse where the item should be ordered •List of Warehouse provided in the Warehouse Maintenance Module
7.Shipping Address •Address where the items to be shipped. •Text
8.Notes •Other remarks for the transaction •Text

Notes:

  • The user can only edit the Delivery Receipt record if it is on PENDING status.
  • The Delivery will be automatically set to PARTIAL when:
    • When creating the transaction where the quantity available in the Warehouse is less than to the intended order.
  • Customer should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Customer Maintenance Module
  • Warehouse should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Warehouse Maintenance Module.
  • For detailed steps on how to add a Delivery Receipt, you can visit the Delivery Receipt Job Aids which can be found here
Editing Delivery Receipt
File:Editing Delivery ReceiptV2.png
Editing Delivery Receipt
  • Editing Delivery Receipt Information
Field Description Expected Values
1.Sales Order Number •Sales Order Reference Number to be attached on the Delivery Receipt Transaction •Sales Order Reference List from Sales Order Module
2.Document Date •Date when the transaction is issued. •Date
3.Target Shipping •Address where the items to be shipped. •Alphanumeric
4.Warehouse •Warehouse where the item should be ordered •List of Warehouse
5.Shipping Address •Address where the items to be shipped. •Text
6.Notes •Other remarks for the transaction •Text
7.Item •Item to be selected for modification •Tick/Untick
8.Quantity •Number of Items to be delivered •Number

Notes:

  • The user can only edit the Sales Order record if it is on PENDING status.
  • The Delivery Receipt will be automatically set to PARTIAL when:
    • When creating the transaction where the quantity available in the Warehouse is less than to the intended order.
  • Customer should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Customer Maintenance Module
    • Past Transactions with INACTIVE customer prior to its deactivation can still be used.
  • INACTIVE items in the record prior to its deactivation can still be used in the transaction.
    • The status of the item be seen in Item Master Maintenance Module.
  • Warehouse should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Warehouse Maintenance Module.
    • Past Transactions with INACTIVE Warehouse prior to its deactivation can still be used.
  • For detailed steps on how to edit a Delivery Receipt, you can visit the Delivery Receipt Job Aids which can be found here
Delivery Receipt Options
File:Delivery Receipt Options.png
Delivery Receipt Options
  • For detailed steps on how to edit a Delivery Receipt, you can visit the Delivery Receipt Job Aids which can be found here
Delivery Receipt Record Options
File:Delivery Receipt Record Options.png
Delivery Receipt Record Options

Notes:

  • The user can only cancel the Delivery Receipt record if it is on PREPARED status.
  • The Delivery Receipt Status will be changed to WITH INVOICE when after delivered, it will be tagged to Sales Invoice Module.
  • You can Revert to Prepared the Status of Delivery Receipt if it is on COMPLETE status.
  • Records that has WITH INVOICE status can only be reverted to Prepared if the Sales Invoice entry has been cancelled.
Delivery Receipt View Record
File:Delivery Receipt View Record.png
Delivery Receipt View Record

Notes:

  • The user can edit the details of the record while viewing it.
  • For detailed steps on how to view a Delivery Receipt, you can visit the Delivery Receipt Job Aids which can be found here
Categories:
Modules
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Financials Accounts Receivable
Maintenance Customer | Item Master | Warehouse
Job Aid Modules
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt Aids | Sales Invoice Aids
Financials Accounts Receivable Aids
Maintenance Aids Customer Aids | Item Master Aids | Warehouse
Others Sales Process
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