The transfer of delivery from manufacturing company takes place according to the same principles as the transfer of orders. The Delivery Reporting in the manufacturing company will access the Customer Order Transfer which will perform the corresponding delivery in the sales company.
The delivery reporting is blocked for an order in the sales company which has been transferred to the manufacturing company. The Delivery Reporting and Delivery List procedures handle this in the sales company.
Transfer of Delivery to Sales Company
Via the customer code on the order and the configured settings in the Customer Order Transfer Settings procedure you define the sales company. The transfer will be made to the right company for the order number in question and for the identified order row.
The delivered quantity of the order is transferred, invoice basis is created etc. This is managed in the usual way for delivery reporting of a customer order.
Each delivery from the respective manufacturing companies to one (1) main order in the sales company will become partial deliveries to the main order. In the Settings procedure in the sales company, there are rules for how this will take place. The row order of the invoice basis in the sales company will be the same row order as the delivered rows from the manufacturing company. If invoicing takes place between the partial deliveries, a new invoice basis will be created for the main order.
Managing Order Rows Added during the Delivery Reporting
In MONITOR you can add rows during the delivery reporting. This is for example used to add freight and packaging to the invoice basis. These rows will not be transferred to the sales company when delivery reporting from the manufacturing company. They are of course added as usual to the manufacturing company's invoice basis to the sales company, but they will not be included in the invoice basis from the sales company to the end customer. Freight and packaging costs, if any, will in that case have to be added during invoicing of the end customer.
Error Management
If the order is blocked in the sales company (changing of order in the Register Customer Order procedure) you will be notified about this immediately when the order number is entered in the delivery reporting in the manufacturing company.
If something goes wrong during the transfer of delivery to the sales company, the delivery will not be executed in the manufacturing company either.
Delivery Notes
Delivery notes must be in the Crystal Reports format to be able to adapt the forms with the sales company's information in the footer.