Delivery Note

Applications › Warehouse

Overview

Use the Delivery Note workspace to review delivery-related order lines, select the required record or option, retain the record, attach supporting files, and print the completed delivery note when required. Warehouse managers, project managers, sales representatives, and finance users can use this workspace when a sales job requires documented delivery information.

The available delivery note view displays order-line information, including the order number, sales item, quantity, and unit. It also provides actions for saving, printing, attaching files, and accessing tickets.

Note: The available screens do not show a New or Create action. Use this workflow to work with delivery-note records that are already available in the Delivery Note workspace.

Workflow

1. Access the Delivery Note workspace

1. If the system displays the sign-in screen, enter your credentials in Enter User Name and **Enter Password **.
2. Select Login.
3. From the main navigation, select Warehouse, then select Delivery Note.

Tip: Use the Warehouse application for delivery-note work so that order-line quantities and units can be reviewed before the record is saved or printed.

2. Review the delivery-note lines before saving

1. In the Delivery Note workspace, review the available order lines.
2. Check the visible information for each line:
   • Order number
   • Sales item
   • Quantity
   • Unit
3. Identify the line or record that corresponds to the delivery documentation you need to retain.

The delivery-note view may show multiple sales items for the same order number. Review each displayed line carefully before proceeding, especially where items have similar descriptions but different quantities or units.

3. Decide whether a selection is required

1. If you need to choose a value in the available selection field, use Select....
2. Where the screen provides the selection action, select Select to confirm the chosen item or option.
3. Review the displayed order-line information again after making the selection.

The screens do not provide further field guidance for Select.... Use it only to make the selection required for the delivery-note record currently displayed.

Warning: Do not save immediately after selecting an item if the displayed order number, sales item, quantity, or unit is not the record you intend to document.

4. Decide how to save the delivery note

1. When you want to retain the delivery-note record and continue working in the current screen, select Save.
2. When you want to retain the record and leave the current screen, select Save and Close.
3. If a confirmation message is displayed, select Ok.

Selecting Save retains the current work while keeping the Delivery Note workspace open. Selecting Save and Close retains the current work and closes the current delivery-note view.

5. Add supporting files when required

1. If supporting documentation must accompany the delivery note, select Attach.
2. Confirm that the supporting file is listed in files[].
3. Select Save or Save and Close to retain the delivery note with its attached documentation.

Use attachments for documents that need to remain associated with the delivery-note record, such as delivery support files made available through the attachment action.

Tip: Verify that the required file is visible in files[] before closing the record.

6. Print or access tickets after saving

1. After saving the record, select Print when you require a printed delivery note.
2. Select Tickets when you need to use the ticket action available for the delivery note.
3. If the system requests acknowledgement, select Ok.

Save the delivery note before using Print so that the record you print reflects the information currently displayed on screen.

Examples

Save and print a delivery note for an existing sales order

O23.1001

0.35

2.00

Pie

1. Open Warehouse and select Delivery Note.
2. Review the lines for order

   O23.1001

   , confirming the sales item descriptions, quantities, and units shown in the workspace.
3. Use Select... if the displayed delivery-note record requires a selection, then select Select to confirm it.
4. If supporting delivery documentation is available, select Attach and verify that the file is present in files[].
5. Select Save to retain the record while keeping the delivery-note view open.
6. Recheck the order number and line quantities.
7. Select Print to print the saved delivery note.
8. When the work is complete, select Save and Close.

This process leaves the delivery-note record saved with the reviewed order-line information and any attached supporting files.

Tips

Tip: Review the order number, sales item, quantity, and unit together. A correct order number alone does not confirm that the correct delivery line has been selected.

Note: Use Save when further review, attachment work, or printing is still required. Use Save and Close only when the current delivery-note work is complete.

Warning: If an attachment is required for delivery documentation, confirm that it appears in files[] before printing or closing the delivery note.

Troubleshooting

Related pages

• Warehouse — Overview
• issue goods
• Warehouse — Learning Path
• Return Note
• receiving shipment
• Stocking
• transfer order