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Difference between revisions of "Delivery Receipt"
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<div style="text-align: center;"> | <div style="text-align: center;"> | ||
| − | [[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]] | + | [[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt Aids]] | [[Sales Invoice]] |
</div><br /> | </div><br /> | ||
==Delivery Receipt== | ==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. | ||
| + | =====Requirements before using Delivery Receipt===== | ||
| + | |||
| + | *The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Delivery Receipt]] | ||
| + | *#[[Customer]] | ||
| + | *#[[Item Master]] | ||
| + | *#[[Warehouse]] | ||
| + | *For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages: | ||
| + | *#[[Customer Aids]] | ||
| + | *#[[Item Master Aids]] | ||
| + | *#[[Warehouse Aids]] | ||
| + | |||
| + | Notes: | ||
| + | |||
| + | * The customer should have a [[Sales Order]] Record before using this Module, steps on how to create a Sales Order can be seen [[Sales Order Aids|here]] | ||
=====Delivery Receipt List===== | =====Delivery Receipt List===== | ||
| Line 60: | Line 74: | ||
*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction. | *Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction. | ||
**This can be seen in [[Warehouse]] Maintenance Module. | **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]] | + | *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]] |
=====Editing Delivery Receipt===== | =====Editing Delivery Receipt===== | ||
| Line 114: | Line 128: | ||
**This can be seen in [[Customer]] Maintenance Module | **This can be seen in [[Customer]] Maintenance Module | ||
**Past Transactions with '''INACTIVE''' customer prior to its deactivation can still be used. | **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. | + | *'''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. | **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. | *Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction. | ||
**This can be seen in [[Warehouse]] Maintenance Module. | **This can be seen in [[Warehouse]] Maintenance Module. | ||
**Past Transactions with '''INACTIVE''' Warehouse prior to its deactivation can still be used. | **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]] | + | *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]] | ||
| − | * 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]] | + | *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===== | =====Delivery Receipt Record Options===== | ||
Revision as of 11:53, 5 May 2021
Contents
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.
Requirements before using Delivery Receipt
- The user should setup the following Maintenance Module in order to proceed on using the Delivery Receipt
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
Notes:
- The customer should have a Sales Order Record before using this Module, steps on how to create a Sales Order can be seen here
Delivery Receipt List
File:Delivery Receipt Record List.png
Delivery Receipt List
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
| 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 |