Delivery Note

SPM documentation - April 20th 2010 – Written by Rémi Equoy

Introduction

The Delivery Note is a document which enables to establish clearly which items are going out from stores.

There are two kinds of Delivery Note:

Automatic type or @ type like @ Sale which is linked to a Requisition (i.e. Customer Order).
free type like Inventory which can be made freely, without any order.

General

Delivery type and order

Customs

Delivery list

General

DN # : This field is defined automatically by using the document default format. You can select another the format or reuse an unused number by pushing the button "...".
Forwarding agent
Date : By default this date field is initialized when the Delivery note is created.
Delivery type : This field describe the kind of link for the Delivery Note. @ type will open a tab to allow a link to an order. Free types are managed into the general data (see General Data). See Delivery type and order topic below.
AWB : Air Way Bill which is compulsory when the Shipped check box is ticked.
Site
Ready to ship : When ticked the Ready to ship date field appears.
Collected by forwarding agent : When ticked a date field appears.*
Shipped : When ticked a date field appears.*
Hand delivered to client : When ticked a date field appears.*

* IMPORTANT NOTE : The items included and ticked in the delivery note are assumed to be Shipped when at least Collected or Shipped or Hand delivered is ticked.

Delivery type and order

When the delivery type is an automatic type (those starting with @), a tab will be displayed depending of the Delivery type :

Delivery type	Linked order / Associated document
@ Sale	Requisition
@ For repair	Repair Order
@ Return from repair	Repair Requisition
@ For exchange	Exchange Requisition
@ Return from exchange	Exchange Order
@ For kit workshop	Work Order

All other other types are named free types. The are managed in the general data and are not linked to any order.

Customs

Delivery list

If the Delivery type is automatic type ,like @ Sale, the list is filled with the expected PN and ordered quantity.

If the Delivery type is free type, like Inventory, PN have to be added with the Add command of the push-down menu :

then

PN lines and Item lines :

Delivery list is composed with PN lines displayed by default with a yellow color and item sub lines which are displayed with white.

Rules :

Only ticked lines will be saved and deducted from the stocks. Non ticked lines will be erased while saving.

Only booked items will be linked to the Delivery Note when this one is an @ (Automatic) kind.

Delivery columns

Selection (check box) : Only ticked lines will be saved. Once ticked and saved, almost modifications are forbidden.

Use [CTRL] with the left click to automatically tick (and select) all lines !

PN : This column unfolds Description, Type of alternate PN and the characteristics columns if the list of Part Number have characteristics.
Ord CD : Ordered condition
Ordered qty : Ordered quantity (available only with @ receipt type)
Outstanding qty : Outstanding quantity (available only with @ receipt type) represent Ordered quantity minus deliveries quantity.
Shipped qty : Quantity out going and unit of measure. The PN level is always with the PN's base unit of measure.
Shipped CD : Condition of the out going items..
SN : Serial Number. This column unfold following columns.
Batch/Lot # : Batch Number or Lot Number.
Internal # : Internal Number.
Manuf. date : Manufacture date.
Cure date
Exp. date : Expiry date.
AMDT : see glossary
CSN : see glossary
TSN : see glossary
CSO : see glossary
TSO : see glossary
Warranty month : define the warranty period in month.
Warranty hours : define the warranty period in
Warranty cycles : define the warranty cycles.
Unit price
Misc. costs : Miscellaneous costs
Certif. : Certificate(s) (see Certificate topic)
Store : Store where items will be withdraw.
Bin # : Location or place for this PN.
Inspection List : see Discrepancy

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