In this guide, we show How to Add a Delivery Note within the Finance Module.
This Guide forms part of the ACCOUNTS PAYABLE USER GUIDE. Click to see Related Guides.
Access: The minimum permissions required to create a new Delivery Note are found in the Finance Module section Config > Setup > Roles & Permissions.
Pre-requisites: In order to create a new Delivery Note, the Supplier must be marked Process Delivery Notes For Supplier in the Commercial Relationship area of the Supplier Basic Details.
Related guides:
- Accounts Payable User Guide
- How to Add a Supplier
- How to Create a Purchase Order
- How to Add an Order Invoice
To begin, go to Modules > Finance > Finance Home Page > Accounts Payable > Deliveries.
Click Add Delivery.
Alternatively go to, Modules > Finance > Finance Home Page > Accounts Payable > Purchase Orders.
Select the related Purchase Order (Order Status Printed).
Click Add Delivery.
Complete the header details (all fields marked * are mandatory).
Click Save.
Select the required item(s) for Delivery.
Click Record/Edit delivery.
Enter the Quantity Delivered.
Click Save to complete the process, or Save & Next to record the quantity of the next item.
Click Save.
Where the remaining items will not be received, click Cancel rest.
Mark all items as delivered
All items can be marked as delivered with a single click when a delivery is received. After clicking on Add Delivery and then saving the Delivery Note Details, the Delivered Items panel displays a Deliver All button.
Clicking on Deliver All, without selecting any lines, will move the Quantity Outstanding over to Quantity Delivered for All Rows.
To reverse this action, click on the rows or use the select all checkbox followed by the new Delete Selected button. This moves the Quantity Delivered back to Quantity Outstanding for the selected rows.
Save must be clicked to complete these processes.