Delivery Notes Create
The Delivery Notes Create module allows authorized users to initiate new delivery notes by selecting a vendor, uploading required documentation, and entering delivery details. The process ensures accurate tracking of items based on purchase orders, with the option to save drafts or immediately forward the document for approval as defined in the workflow.
General Delivery Note information
Users with Delivery Notes Create permission can create a Delivery Note, save it as draft or send it.
- Vendor Selection: Choose a vendor from a popup list.
- Delivery Note Document: Mandatory file upload.
- Document Date: Required field to capture the date of the Delivery Note.
- Summary: Displays a summary of the Delivery Note.
Document Rows
Rows: Delivery Note rows are based on the selected Purchase Order (PO) rows.
- Clicking “Add” opens a popup displaying a list of POs in the new Waiting Delivery status.
- Users can select one or more rows to add to the Delivery Note.
Delivery Note Row Details:
- PO Number & PO Row Number: Displays the linked PO and row reference.
- Description: Fetched from the PO.
- Ordered Quantity: Taken from the PO.
- Open Quantity: Calculated as: Ordered Quantity - Actual Quantity already used in other Delivery Notes for this PO row.
- Actual Quantity: Entered by the user.
Attachments: Users can upload and manage supporting documents.
After the document creation, the document will be sent to an approver and/or reviewer, which are set in the workflow of the module.
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