Delivery Notes General

The Delivery Notes module in the EDI system facilitates the management of delivery notes, ensuring structured tracking of goods received from vendors.

It integrates with sales orders and workflows to streamline approvals and document handling. Users can create, view, and manage delivery notes efficiently while maintaining compliance with organizational policies.

Module Functions

  • Create Delivery Notes: Allows users with proper permissions to generate new delivery notes based on linked sales orders.
  • Approval Workflow: Supports approval and review processes configured within the workflow.
  • Document Management: Enables users to attach supporting documents for validation and record-keeping.
  • Tracking and Audit: Provides detailed tracking of delivery note statuses and history.
  • Dashboard: Provides a centralized list of documents based on organization unit selection.
  • Delivery Notes Create: Outlines the steps for creating a new Delivery Note, including vendor selection and document management.
  • Delivery Notes Details: Displays all relevant information about a delivery note, including linked sales orders, document summary, and attachments.
  • Delivery Notes Settings: Describes configuration options for customizing the module, including attachment storage and item entry permissions.
  • Workflows: Defines the approval workflow for Delivery Notes, ensuring structured review and compliance with business policies.
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Delivery Notes Create

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