The Delivery Reporting Tab
Under the Delivery reporting tab you can see a list of order rows according to the selections made under the Create tab and that are possible to delivery report. The information that is shown for the order rows is principally the same as is displayed in the pick list with the corresponding warnings.
Change of unit, if any, during delivery reporting is not saved in any database. It is only a calculation help.
You can read more about the list under Printout samples, list type Delivery reporting.
Functions in the Info menu
By right-clicking in this list you access some extra functions:
- Add part - By using this alternative you can add additional order rows (row type 1) at the bottom of the list with parts from the part register. For example you can use it to add extra packaging. When you make the delivery, an invoice basis is created for these new parts too. Thereby these rows are included on the delivery note and on the invoice, just as with the orders that were originally on the order.
- Add service - By using this alternative you can add additional order rows (row type 3) at the bottom of the list with parts from the service register. For example you can use it to add extra freight costs. When you make the delivery, an invoice basis is created for these new parts too. Thereby these rows are included on the delivery note and on the invoice, just as with the orders that were originally on the order.
- Insert text row – This option makes it possible to add text rows in connection to the delivery reporting. However, to be able to insert a row the corresponding part row must be selected for delivery. An inserted text row can only be deleted by checking the Del. check box. This means that the text row is delivery reported but that it will not be a part of the invoice basis.
- Deliver all rows – By this option all order rows displayed under the tab will be marked as final delivered. This method of delivery reporting provides another warning if any balances are negative. This warning is determined by the Warn if balance is negative during Delivery Reporting setting under the Sales tab in the Settings procedure.
- Show batch number - With this alternative you can replace the order row's delivery period with the batch number that is registered for the stock location balance.
- Coding - When rows are added which contain parts/services where mandatory additional coding can be used, a window appears for the "additional" coding (CC/CU/Project). When the additional coding is mandatory, you cannot save the row unless the necessary information is filled in. The coding window always appears automatically (if the setting is Yes or Mandatory on the account). But you can also open the window manually by using the menu item Coding if you want to make some changes before saving the row.