Delivery Notes (DN)

Overview

The Delivery Note module is used to manage deliveries to Customers.  When a Sales Order or Work Order is copied to a Delivery Note, the Specification is copied to the Item's Note field.

A Delivery Note transaction is generally copied from a Sales Order.

Navigation Example: Main Menu > Workflow > Delivery Notes

How to Create a Delivery Note from a Sales Order

ℹ️ The conditions under which transactions can be copied from one to another is determined by the Transaction Type's Copy Rules. 

  1. Open the Sales Order and click Actions > Copy to Delivery Note to open the copy dialogue.
  2. Select the relevant items and click the Copy button to create the Delivery Note.

How to Create a Delivery Note from Scratch

  1. Navigate to Delivery Notes.
  2. Click New (button) and fill in the details as follows:
    1. Customer = Select a Customer from the dropdown list.
    2. Contact = Select a Contact from the dropdown list.
      1. Note:  If there is only one Contact, the name is automatically selected.
        • Note:  If there is only one Contact, the name is automatically selected.
    3. Rep = By default, the Sales Representative linked to the Customer is selected. You may select a different one.
    4. Category = Select a Category from the dropdown list.
    5. Order No. = Type an order number.
    6. Terms = The default terms for the customer are automatically selected. You may select other terms.
    7. Deliver to = Click the arrow to select a Delivery Address.
      1. Note:  To change the delivery address, click in the block and delete the name of the address using the backspace key. Click the arrow again to select a different address.Note: Click the pencil to edit the address.
        • Note:  To change the delivery address, click in the block and delete the name of the address using the backspace key. Click the arrow again to select a different address.
        • Note: Click the pencil to edit the address.
    8. Select Items in one of the following ways:
      1. Click Add (Popup) (button) to add items from an existing document and select one of these options:
        • Items: Opens a list of items > Select an Item > Click Add (button) at the bottom of the popup.
        • Timekeeping: Opens a list of timekeeping records > Select the relevant records > Click Select (button) at the bottom of the popup.
        • Copy Items (e.g. Copy Items from Goods Issued, Copy Items from Sales Orders):
          • Displays entries for all the copy rules, and displays items based on these copy rules: the Type (All, Flow, Parent, Contact) selected for the Copy Rule determines which items are available.
          • Select the items > Click Add (button) at the bottom of the popup.
      2. Type a search criterion in the Search block (optional)
        • Select an item from the dropdown list in the adjacent block.
        • Type the quantity in the block next to Qty.
        • Click Add (button).
  3. Add Custom Items if applicable: Click Custom (button) and enter the details on the inserted line.
  4. Click Save (button).