To open the screen DELIVERY NOTE, click the Transactions èè Sales èè"Delivery note" from the menu bar.
Logic of Screen : By default the Screen is on Edit mode.
To Add DELIVERY NOTE Detail
Click on the Icon or Press Ctrl+ N to enter in New mode. The Labels marked in Red are mandatory. Fill in the necessary Information and click on save icon or Ctrl + S to save the information.
To Modify DELIVERY NOTE Detail
Click on the Icon or Press Ctrl+ O to enter in Edit mode. The Labels marked in Red are mandatory. Modify the necessary Information and click on save icon or Ctrl + S to save the information.
To Delete DELIVERY NOTE Detail
Click on the Icon or Press Ctrl+ D to Delete the Information.
Note:
1 System will delete the data only if there are no transactions associated with these data.
2. Link is provided on the entire Dropdown List box with which you can Add or Modify the existing records
The various fields in the screen are described below:
Doc No |
Auto generated running serial no. |
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Source Id |
To select the source from where you are preparing this delivery note |
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Doc Date |
To enter the Date of the Cash Sales Invoice |
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Location |
Particular location of company |
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Status |
To display the status, The 3 statuses are:
Cancelled |
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Division |
To display from which Division Sales Invoice being raised |
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Department |
To display from which Department Sales Invoice being raised |
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Due Date |
To enter the due date of the sales invoice. |
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CustomerID |
To select or to enter the customer from the search window |
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LPO no |
Local purchase order no |
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CurrencyID |
To enter the base of rate for the cash sales invoice |
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Rate |
Displays the exchange rate for the base currency selected |
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SalesmanID |
To enter the employee no or select from the dropdown, the name of the employee is displayed. |
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Remarks |
To enter the remarks or query if any for the sales invoice |
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The various fields in the grid are described below:
No. |
Auto generated serial number |
Barcode |
Unique number generated for the item selected from the search window. |
Ref no |
The reference number of the chosen item |
Item ID |
To enter the Item Id of the part being invoiced |
Description |
To display the Description of the item number invoiced. |
Loc. Bin |
Section inside company location(warehouse) |
Batch ID |
Item size or item lot(manufacturing and expiry date |
UOM |
To enter or select the unit of measurement for the sales item selected |
Quantity |
To enter the Quantity of the item being invoiced |
inv Qty |
Actual quantity invoiced |
FC rate |
Foreign currency amount |
Functionality:
Ø The Tab key can be used to navigate from the current column to the next in order.
| Ø | The Add button can be used to add details under grid. |
| Ø | The Delete button can be used for deleting details under grid. |
The Save button can be used for Saving the entire delivery note.
While in the pending status, to cancel the Note, click the button Cancel. No changes can be made to the delivery Note once it is cancelled.
While in the pending status, to approve it click Approve button.
| Ø | An approved Issue Note cannot be cancelled. |
| Ø | . The Underline hyperlinked labels are used to Add/Modify/Delete respective masters. |
| Ø | The Exit button can be used to exit from current screen /form. |
| Ø | Screen has two modes |
| v | Edit Mode-:In this mode user can type key value to retrieve the record. |
| v | New Mode-:In this mode user can make new entry. |
List View for Delivery Note
To open the screen LISTVIEW OF DELIVERY NOTE, click the List View èè Accounts èèDelivery Note from the menu bar.
List View will enable you to view all the data of Delivery Note with which you can Search, Filter and export the data in XML, EXCEL, WORD, PDF, HTML, ETC. You can also Edit details of Delivery Note by ‘Double Clicking’ on desired data.