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Difference between revisions of "Delivery Receipt"
(Tag: Visual edit) |
(Tag: Visual edit) |
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|}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 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. |
| − | * 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. |
<br />'''Editing Delivery Receipt'''[[File:Editing Delivery ReceiptV2.png|center|thumb|862x862px|Editing Delivery Receipt]] | <br />'''Editing Delivery Receipt'''[[File:Editing Delivery ReceiptV2.png|center|thumb|862x862px|Editing Delivery Receipt]] | ||
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|}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 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. | + | **Past Transactions with "INACTIVE" customer prior to its deactivation can still be used. |
| − | * 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. |
| − | ** 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. |
'''Delivery Receipt Options''' | '''Delivery Receipt Options''' | ||
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*The user can only delete the Delivery Receipt record if it is on "PREPARED" status. | *The user can only delete 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. | *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. | *Records that has "WITH INVOICE" status can only be reverted to Prepared if the Sales Invoice entry has been cancelled. | ||
| Line 124: | Line 125: | ||
[[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. |
Revision as of 13:42, 30 October 2020
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
| 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 Sales Order 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.
- Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
Editing Delivery Receipt
File:Editing Delivery ReceiptV2.png
Editing Delivery Receipt
| 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 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.
- Past Transactions with "INACTIVE" customer prior to its deactivation can still be used.
- Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
- Past Transactions with "INACTIVE" Warehouse prior to its deactivation can still be used.
Delivery Receipt Options
File:Delivery Receipt Options.png
Delivery Receipt Options
Delivery Receipt Record Options
File:Delivery Receipt Record Options.png
Delivery Receipt Record Options
Notes:
- The user can only delete 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.