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Version: 2.0

Delivery Settings

New Delivery

  1. Show Warehouse selection and no default Warehouse chosen – It is required to choose a Warehouse on creation of a document or adding Items.

    Click to check the effect on the workflow

    Warehouse Customer Selection Document Details New Item Document Details Quantity Document Details Remarks

  2. Show Warehouse selection and a default Warehouse chosen – It is required to choose a Warehouse during document creation or adding an Item

    Click to check the effect on the workflow

    Picklists Customer Selection Document Details New Item Document Details Quantity Document Details Remarks

  3. Do not show a Warehouse selection and no default Warehouse chosen – It is required to choose a Warehouse on adding an Item.

    Click to check the effect on the workflow

    Customer Selection Document Details Warehouse New Item Document Details Quantity Document-Details Remarks

  4. Do not show a Warehouse and a default Warehouse chosen – only Pick Lists for a Warehouse chosen in settings are displayed; a Warehouse is not chosen during creation of a Delivery document.

    Click to check the effect on the workflow

    Customer Selection Document Details New Item Warehouse Document Details Quantity Document-Details Remarks

From Pick List

  1. Show Warehouse selection and no default Warehouse chosen – user has to choose a Warehouse on creating a document or adding an Item.

    Click to check the effect on the workflow

    Picklists Document Details Warehouse New Item Document Details Quantity Document Details Remarks

  2. Show Warehouse selection and a default Warehouse chosen – only Pick Lists for a Warehouse set up in settings are displayed; it is required to choose a Warehouse during document creation or adding an Item

    Click to check the effect on the workflow

    Picklists Document Details Warehouse New Item Document Details Quantity Document Details Remarks

  3. Do not show a Warehouse selection and no default Warehouse chosen – it is required to choose a Warehouse on adding an Item.

    Click to check the effect on the workflow

    Picklists Document Details Warehouse New Item Document Details Quantity Document Details Remarks

  4. Do not show a Warehouse and a default Warehouse chosen – only Pick Lists for a Warehouse chosen in settings are displayed; a Warehouse is not chosen during creation of a Delivery document.

    Click to check the effect on the workflow

    Picklists Document Details New Item Document Details Quantity Document Details Remarks

From Sales Order

  1. Show Warehouse selection and no default Warehouse chosen – it is required to choose a Warehouse during creation of a document or adding an Item.

    Click to check the effect on the workflow

    Order Selection Document Details Quantity Document Details Warehouse New Item Document Details Document DetailsRemarks

  2. Show Warehouse selection and a default Warehouse chosen – only documents for a Warehouse chosen in settings are displayed; it is required to choose a Warehouse on adding Items.

    Click to check the effect on the workflow

    Order Selection Document Details Quantity Document Details Warehouse New Item Document Details Document DetailsRemarks

  3. Do not show Warehouse selection and no default Warehouse chosen – it is required to choose a Warehouse on adding Items.

    Click to check the effect on the workflow

    Order Selection Document Details Quantity Document Details Warehouse New Item Document Details Document DetailsRemarks

  4. Do not show Warehouse selection and a default Warehouse is chosen – only documents for a Warehouse chosen in settings are displayed; during creation of Delivery document a Warehouse is not chosen at all.

    Click to check the effect on the workflow

    Order Selection Document Details Quantity Document Details New Item Document Details Document DetailsRemarks

From Draft Delivery

A Warehouse is already defined in a Draft document.

From A/R Reserve Invoice

  1. Show Warehouse selection and no default Warehouse chosen – it is required to choose a Warehouse on adding Items. Items that are not present in this Warehouse are highlighted red.

    Click to check the effect on the workflow

    Reserve Invoice Document Details Quantity Document Details Warehouse New Item Document Details Document DetailsRemarks

  2. Show Warehouse selection and a default Warehouse chosen – only documents for a Warehouse chosen in settings are displayed, it is required to choose a Warehouse on adding Items.

    Click to check the effect on the workflow

    Reserve Invoice Document Details Quantity Document Details Warehouse New Item Document Details Document DetailsRemarks

  3. Do not show Warehouse selection and no default Warehouse chosen – it is required to choose a Warehouse on adding Items.

    Click to check the effect on the workflow

    Reserve Invoice Document Details Quantity Document Details Warehouse New Item Document Details Document DetailsRemarks

  4. Show Warehouse selection and a default Warehouse chosen – only documents for a Warehouse chosen in settings are displayed; during creation of Delivery document a Warehouse is not chosen at all.

    Click to check the effect on the workflow

    Reserve Invoice Document Details Quantity Document Details New Item Document Details Document DetailsRemarks