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Difference between revisions of "Delivery Receipt"

(Tag: 2017 source edit)
(Tag: 2017 source edit)
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*#[[Item Master]]
 
*#[[Item Master]]
 
*#[[Warehouse]]
 
*#[[Warehouse]]
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*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages:
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*The user must have the following record in order to proceed on using the [[Delivery Receipt]]
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*#[[Customer Aids]]
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*#[[Sales Order]]
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*#[[Item Master Aids]]
 
−
*#[[Warehouse Aids]]
 
−
 
 
−
Notes:
 
−
 
 
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* 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]]
 
  
 +
{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: "Open Sans", Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"
 +
|+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" |Delivery Receipt Record Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Status
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! style="background-color:rgb(234, 236, 240);text-align:center;" |Description
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|- style="box-sizing: inherit;"
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| style="" |'''PREPARED'''
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| style="" |If the Delivery Receipt has been created.
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|- style="box-sizing: inherit;"
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| style="" |'''DELIVERED'''
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| style="" |If the Delivery has been successfully delivered.
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|- style="box-sizing: inherit;"
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| style="" |'''WITH INVOICE'''
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| style="" |If the Delivery Receipt has been issued with an Invoice.
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|- style="box-sizing: inherit;"
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| style="" |'''CANCELLED'''
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| style="" |If the Delivery is cancelled.
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|}
 +
<br />
 
=====Delivery Receipt List=====
 
=====Delivery Receipt List=====
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[[File:Delivery Receipt Record List.png|center|thumb|Delivery Receipt List]]
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=====Creating Delivery Receipt=====
  
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=====Adding Delivery Receipt=====
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# Go to Sales then Click [[Delivery Receipt]]
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[[File:Adding Delivery ReceiptV2.png|center|856x856px|Adding Delivery Receipt]]
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# Click '''Add''' '''Delivery Receipt'''
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# Choose Customer then Tag the [[Sales Order]]
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# Fil up the necessary fields
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# Tick the Checkbox of the item/s to be delivered.
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# Enter the quantity of the tick item/s then click '''Save'''.
  
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*'''Adding Delivery Receipt Information'''
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<br />
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{| class="wikitable" style="margin: auto;"
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{| class="wikitable"
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|+Creating Delivery Receipt Information
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!'''Field'''
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!Field
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!'''Description'''
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!Description
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!'''Expected Values'''
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!Expected Values
 
|-
 
|-
 
|1.Delivery Number
 
|1.Delivery Number
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|•Date
 
|•Date
 
|-
 
|-
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|5.Target Shipping
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|5.Target Shipping Date
 
|•Address where the items to be shipped.
 
|•Address where the items to be shipped.
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|•Text
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|•Date
 
|-
 
|-
 
|6.Warehouse
 
|6.Warehouse
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|7.Shipping Address
 
|7.Shipping Address
 
|•Address where the items to be shipped.
 
|•Address where the items to be shipped.
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|•Text
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|•Alphanumeric
 
|-
 
|-
 
|8.Notes
 
|8.Notes
 
|•Other remarks for the transaction
 
|•Other remarks for the transaction
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|•Text
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|•Alphanumeric
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|}Notes:
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|-
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|9.Item
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|•List of Items to be quoted
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|•Item List provided in the Item Master Maintenance Module
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|-
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|10 Description
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|•Description of the Item
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|•Alphanumeric
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|-
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|11.Warehouse
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|•Warehouse where the item should be ordered
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|•List of Warehouse provided in the Warehouse Maintenance Module
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|-
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|12.Available on Hand
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|•Quantity available in the Warehouse.
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|•Numeric
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|-
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|13.Quantity Left
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|•Remaining quantity of the item to be delivered
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|•Numeric
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|-
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|14.Quantity(Qty)
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|•Quantity of items to be delivered
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|•Numeric
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|-
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|15. UOM (Unit of Measure)
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|•Unit of Measure of the Item
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|•Types of Unit of Measure provided in the Unit of Measure Maintenance Module.
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|}
 +
 
 +
 
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Notes:
  
 
*The user can only edit the Delivery Receipt record if it is on '''PENDING''' status.
 
*The user can only edit the Delivery Receipt record if it is on '''PENDING''' status.

Revision as of 11:33, 25 November 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.

Requirements before using Delivery Receipt
Delivery Receipt Record Status
Status Description
PREPARED If the Delivery Receipt has been created.
DELIVERED If the Delivery has been successfully delivered.
WITH INVOICE If the Delivery Receipt has been issued with an Invoice.
CANCELLED If the Delivery is cancelled.


Delivery Receipt List
Creating Delivery Receipt
  1. Go to Sales then Click Delivery Receipt
  2. Click Add Delivery Receipt
  3. Choose Customer then Tag the Sales Order
  4. Fil up the necessary fields
  5. Tick the Checkbox of the item/s to be delivered.
  6. Enter the quantity of the tick item/s then click Save.


Creating 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 Date •Address where the items to be shipped. •Date
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. •Alphanumeric
8.Notes •Other remarks for the transaction •Alphanumeric
9.Item •List of Items to be quoted •Item List provided in the Item Master Maintenance Module
10 Description •Description of the Item •Alphanumeric
11.Warehouse •Warehouse where the item should be ordered •List of Warehouse provided in the Warehouse Maintenance Module
12.Available on Hand •Quantity available in the Warehouse. •Numeric
13.Quantity Left •Remaining quantity of the item to be delivered •Numeric
14.Quantity(Qty) •Quantity of items to be delivered •Numeric
15. UOM (Unit of Measure) •Unit of Measure of the Item •Types of Unit of Measure provided in the Unit of Measure Maintenance Module.


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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