Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Order Delivery transaction is used to determine the sales order delivery method, order quantity for delivery and other necessary information. If there is sufficient quantity for the other in the relevant warehouse, the order quantity is fulfilled from the warehouse. If there isn't sufficient quantity, the order is fulfilled from another warehouse by warehouse transfer proposal. When the sales order quantity cannot be fulfilled from the stock warehouses, they can be procured by purchasing or generating a production order. 
In order to record order delivery transactions, select the relevant order line first. Then select Order Delivery option in the right click menu. Order Delivery option will be active only when the order is in Approved, Approving or Shipping status. 
Materials and/or services are listed separately in the Order Delivery > Order Transaction to Be Delivered window with the following column information specified in the Sales Order slip.

  • Date
  • Slip No
  • Type
  • Material/Service Code
  • Material/Service Description
  • Variant Code and Description
  • Procurement Date
  • Quantity
  • Undelivered Quantity
  • Delivered Quantity
  • Quantity to Be Delivered
  • Unit
  • Warehouse 

Image Added 
After selecting the order transactions to be delivered, click on the "Next" button to continue. 

Materials Tracked By Serial/Lot Number in Deliveries with Warehouse Transfer Slip 
Serial/lot input and output transactions are generated automatically in Warehouse Transfer Slips that will be generated as order delivery proposal for the materials tracked by serial/lot number. 
Serial and lot numbers that entered in delivery warehouse prioritized by input slip dates, and they are transferred to the warehouse transfer slip until the number equals to the demand quantity. While system generates output transactions for delivery warehouse, it generates input transactions for demand warehouse. 

Delivery Parameters 
Delivery parameters are used to perform warehouse control for the required stock and determine how the order will be delivered. The inventory level is checked for the stocks demanded in the order both in the demand warehouse and other warehouses. 
While calculating the stock inventory, the required criteria to be taken into consideration are specified by checking the following options:

  • Consider Consignments (Received)
  • Remove Sales Orders
  • Remove Planned Outputs
  • Add Purchase Orders
  • Add Planned Inputs

Image Added 
When clicked on the "Next" button, the "Fulfilled from Stock/Warehouse Transfer Proposals" window opens. This window is divided into two sections. 
On the left section, the order transactions related to the materials, assets, services or material sets recorded in the order slip are listed. On the right section, the delivery proposal is generated. If the delivery type is "Fulfilled from Stock", delivery quantity and warehouse reservation information is entered in the relevant fields. If the delivery type is "Warehouse Transfer", the delivery warehouse and quantity information is recorded. 
The "Next" button is clicked to complete the transaction. 

Selecting the Other Delivery Methods 
If stock quantity required in the order cannot be fulfilled from the demand warehouse specified in the order slip or the other warehouses checked by the warehouse transfer proposals, one of the Other Delivery Methods is selected. 
The following options are listed under the Undelivered Quantities heading.

  • Deliver by Purchase Order
  • Deliver by Purchase Demand
  • Deliver by Tender
  • Deliver by Demand Slip
  • Deliver by Project
  • Deliver by Production Order
  • Deliver by Import

Image Added 
After selecting the delivery method, the "Next" button is clicked, and the Order Delivery window opens. The Order Delivery window will display the slip and order information according to the selected delivery method. Delivery window is divided into two sections. 
On the left section, the order transactions of the material, asset, service or material set specified in the order slip are listed. On the right section, the order delivery information is recorded over the slip generated according to the delivery type.