Difference between revisions of "Delivery Receipt"

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**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.
  
===== Tagging Delivery Receipt as Delivered =====
+
=====Tagging Delivery Receipt as Delivered=====
  
# Select a Delivery Receipt Record that is on PREPARED status
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#Select a Delivery Receipt Record that is on '''PREPARED''' status
# Click the drop down arrow then select Tag as Delivered
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#Click the drop down arrow then select '''Tag as Delivered'''
# Under attachment screen, upload a file as a proof of delivery
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#Under attachment screen, upload a file as a proof of delivery
# Click Attach.
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#Click Attach.
  
 
Notes
 
Notes
  
* The user can only tagged as delivered a Delivery Receipt if it is on '''PREPARED''' status
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*The user can only tagged as delivered a Delivery Receipt if it is on '''PREPARED''' status
* The user must attached a file as a proof of delivery in order to proceed.
+
*The user must attached a file as a proof of delivery in order to proceed.
** The user may request for a feature that skip the attachment process.
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**The user may request for a feature that skip the attachment process.
  
===== Reverting Delivery Receipt to Prepared =====
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=====Reverting Delivery Receipt to Prepared=====
  
# Select a Delivery Receipt Record that is on DELIVERED status
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#Select a Delivery Receipt Record that is on '''DELIVERED''' status
# Click the drop-down arrow then select Revert to Prepared.
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#Click the drop-down arrow then select '''Revert to Prepared'''.
  
 
Notes:
 
Notes:
  
* The user may only Revert the Delivery Receipt to Prepared if its on COMPLETE status
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*The user may only Revert the Delivery Receipt to Prepared if its on '''COMPLETE''' status
** Delivery Receipt that has status of WITH INVOICE can only be reverted if the Sales Invoice record corresponding to it has been cancelled.
+
**Delivery Receipt that has status of '''WITH INVOICE''' can only be reverted if the [[Sales Invoice]] record corresponding to it has been cancelled.
** To cancel the Sales Invoice, the Auto-Generated Accounts Receivable from the Sales Invoice must be cancelled.
+
**To cancel the Sales Invoice, the Auto-Generated [[Accounts Receivable]] from the [[Sales Invoice]] must be cancelled.
  
 
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Revision as of 11:16, 20 January 2022


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. Fill up the necessary fields in the Header part

Creating Delivery Receipt Header 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

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.

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.Item •List of Items to be quoted •Item List provided in the Item Master Maintenance Module
2 Description •Description of the Item •Alphanumeric
3.Warehouse •Warehouse where the item should be ordered •List of Warehouse provided in the Warehouse Maintenance Module
4.Available on Hand •Quantity available in the Warehouse. •Numeric
5.Quantity Left •Remaining quantity of the item to be delivered •Numeric
6.Quantity(Qty) •Quantity of items to be delivered •Numeric
7. UOM (Unit of Measure) •Unit of Measure of the Item •Types of Unit of Measure provided in the Unit of Measure Maintenance Module.
Editing Delivery Receipt

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.
Tagging Delivery Receipt as Delivered
  1. Select a Delivery Receipt Record that is on PREPARED status
  2. Click the drop down arrow then select Tag as Delivered
  3. Under attachment screen, upload a file as a proof of delivery
  4. Click Attach.

Notes

  • The user can only tagged as delivered a Delivery Receipt if it is on PREPARED status
  • The user must attached a file as a proof of delivery in order to proceed.
    • The user may request for a feature that skip the attachment process.
Reverting Delivery Receipt to Prepared
  1. Select a Delivery Receipt Record that is on DELIVERED status
  2. Click the drop-down arrow then select Revert to Prepared.

Notes:

  • The user may only Revert the Delivery Receipt to Prepared if its on COMPLETE status
    • Delivery Receipt that has status of WITH INVOICE can only be reverted if the Sales Invoice record corresponding to it has been cancelled.
    • To cancel the Sales Invoice, the Auto-Generated Accounts Receivable from the Sales Invoice must be cancelled.


Delivery Receipt Options
Actions Available base on Delivery Receipt Record Status
Status View Edit Print Tag as Delivered Revert to Prepared Cancel
PREPARED
DELIVERED
WITH INVOICE
CANCELLED

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.
Categories:
Modules
Sales Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Financials Accounts Receivable
Maintenance Customer | Item Master | Warehouse
Job Aid Modules
Maintenance Aids Customer Aids | Item Master Aids | Warehouse Aids
Others Sales Process