New Delivery

info

Some forms' order and availability during document creation may vary depending on individual settings. Click here to find out more.

• Press the Delivery in the main menu to create a delivery document.

• The Source Warehouse window will appear. Choose the desired warehouse by clicking its row.

caution

Searching through the records is available in every window in which a Filter row is displayed by typing in at least a part of a name, e.g., a part of a Warehouse name, in the Warehouse Selection window.

caution

This step can be skipped by clicking the right arrow icon. In this case, Source Warehouse can choose from setting Item details.

It is possible to set up a default Warehouse. In this case, the Warehouse Selection screen is skipped, and the Warehouse set as default is chosen automatically.

• The Customer Selection window will appear.

Clicking a row of a Customer picks it and leads to another window.

• The Document Details screen appears.

You can add an Item to the list in different ways.

A. Add new Item from the Item's list.

Add an item manually:

Add an item by scanning its barcode: You can scan an Item's barcode, which leads you directly to the quantity screen. This is the barcode of non-managed item A00001.

Scanning the barcode leads directly to the quantity screen.

B. Add a SU to the item's list.

You can create a New SU or add an existing SU.

• There are items added in the Document Details screen:

Remarks screen

You can add remarks, change document series, or set the supplier ref no on the remarks screen. Add a UDF to the previous screen or save the document.

• Message info about the created delivery no appears.

  

• The Delivery document is posted in SAP Business One.