Delivery Order
Guide to the Delivery Order form for recording product shipments from a sales order and posting stock out.
When to Use
This form is used when goods are shipped before, or separately from, the sales invoice. A delivery order posts inventory out and the COGS journal, but does not create a receivable and does not record sales revenue.
- Menu: Sales & POS / Orders & Fulfillment / Delivery Order
- Route:
/form/deliveryorder - Header table:
deliveryorder - Main details:
deliveryorderdetailanddeliveryorderrewarddetail
Entry Steps
- Select the division, date, time, and customer.
- Select the sales order if the shipment comes from an order. The system can pull the header, product details, and rewards from that order.
- Check the quantity shipped, unit, serial number, expiry date, and department of each item.
- Fill in the shipping method and memo if needed.
- Save. The system posts stock out and the COGS journal based on the latest COGS.
Form Fields
| Field | Required | Explanation |
|---|---|---|
Division (division) |
Yes | Shipping division and the source of the delivery order number. |
Invoice (salesid) |
Yes | Delivery order number generated from the type deliveryorder. |
Invoice Reference (salesidref) |
Yes | Internal reference, automatically follows the delivery order number. |
Date (salesdate) |
Yes | Shipping date. |
Time (salestime) |
Yes | Shipping time. |
Transaction Status (kind) |
No | Internal transaction status. |
Customer Code (customerid) |
Yes | Customer receiving the goods. |
Customer Name (customername) |
No | Customer name from the customer master data. |
Address (customeraddress) |
No | Customer address from the customer master data. |
Sales Rep Code (salesman) |
No | Sales representative responsible for the shipment. |
Sales Rep Name (salesmanname) |
No | Sales representative name. |
Sales Order (salesorder) |
No | Originating sales order number. The lookup only finds the customer's orders that have not been invoiced yet. |
Delivery Details (deliveryorderdetail) |
Yes | Products and quantities shipped. Shown after a sales order is selected. |
Product Reward (deliveryorderrewarddetail) |
Yes | Reward products shipped along with the order. |
Shipping (shipment) |
Yes | Shipping method or courier service. |
Note (memo) |
No | Shipping remarks. |
Change Note (memoedit) |
No | Note entered when editing. Used as the journal memo if filled in. |
Printed (printed) |
No | Becomes active after the document is printed. |
Audit (usercreate, useredit, updatetimestamp) |
No | Information on who created and modified the record and when it was last changed. |
Delivery Details
- Delivery details come from
deliveryorderdetailwith the relationsalesid. - Save validation makes sure the total detail quantity is greater than zero.
- Products in the normal goods category reduce the stock of that product.
- Package products reduce the stock of the package components according to the composition
productpackage. - Reward products are posted as inventory transactions of the reward type.
Stock and Journal
After saving, the system deletes the old inventory and journal entries for the same number, then recreates the shipment posting.
| Part | System Effect |
|---|---|
| Inventory | Creates inventory.invout for the goods shipped with transtype sales or reward. |
| COGS | Takes the latest COGS from the table cogs per product, serial number, date, and division. |
| Journal | Debits the COGS account or the reward account, credits the product's inventory account. |
| Deleting a delivery order | Deletes inventory and journaltrans related to the delivery order number. |
Common Problems
Check the customer and the order status. The sales order field searches the customer's orders that have not been invoiced yet.
Fill in the delivery details with a quantity greater than zero. Save validation reads the detail quantity footer.
Quick Add from the Search Field
If the icon + appears next to a search field, you can complete shipping data directly from this form without interrupting the delivery order entry.
Sales Representative
Available on the field Sales Rep Code in the shipment header. If the responsible sales representative does not exist yet, click + to add the sales representative master data, then select it again on the same delivery order.