Delivery Order

From AutoCount Resource Center
Jump to navigation Jump to search

Delivery Order

This is to create, edit or print delivery order.

Delivery order will affect inventory movement (reduce stock level) but has no effects on G/L entries.


To Create New Delivery Order

Go to Sales > Delivery Order

Click on Create A New Delivery Order

You may key in the details of this new document or copy/transfer from other document.

It is, however, advisable to use 'Transfer from other document' because it can be traced and the outstanding reports will be meaningful.

(Here I am going to transfer document from Sales Order)


DO1.png


DO2.png


Debtor: will be displayed automatically (as per transferred document)

To/Address: the info will be displayed according to selected debtor code.

DO No: <<New>> means to follow auto-running numbering (maintained at Document Numbering Format Maintenance), and the next possible number is displayed at the top bar of the window. You may click on it to key in any number you like.

Date: system date is automatically captured, you may click to change.

Credit Terms: the default credit terms of this debtor will be displayed.

Sales Agent: assign a sales agent (if any). The default Sales Agent can be assigned in Debtor Maintenance.

Ship Via: assign the shipping method (maintained at Shipping Method Maintenance)

Branch: specify the branch of this debtor (if any)

Shipping Info: key in the info of shipping or transportation.


Functional Buttons:


Home Tab:


CFB1.png to be save in K.I.V folder to be use later.


CFB2.png to be save as template. (Refer Common Function in Transaction)


CFB3.png to be save as recurrence. (Refer Recurrence)


CFB4.png to add / insert a detail row. (Insert)


CFB5.png to insert a detail row before the highlighted row. (Ctrl + Insert)


CFB6.png to delete highlighted row. (Ctrl + Delete)


CFB7.pngCFB8.png to move the detail row up/down. (Alt + Shift + Up/Down)


CFB9.png to undo (Ctrl + Z)


CFB10.png to select all detail rows (Ctrl + Alt + A), so that it can be deleted or modified in one shot (using Range Set)


CFB11.png range set (F12)... a range setting windows will be prompted. This is usually used to apply changes to several/all selected detail rows.


CFB12.png to add a subtotal row, showing the subtotal amount.


CFB13.png to add a discount row, and for you to define the group discount by define the percentage % or Value.


CFB14.png to find item package item.


CFB15.png to prompt the item search screen (F9). Type a keyword, select search criteria, click on Search . From the search result, check the check-boxes to select items to be included into the document, then click on OK.


CFB16.png click on this button will display (at bottom section) instant information related to the highlighted item, such as Price History, Stock Balance ...


DO4.png to copy a delivery order which previously already save.


DO5.png to copy existing delivery order to a new delivery order.


DO6(6).png to transfer quotation to delivery order.


DO7(7).png to transfer sales order to delivery order.


CFB17.png to check the delivery order which have already been transferred.


Edit tab:


DO8.png


Copy Whole Document: To copy the whole document to clipboard.

Copy Selected Details: To copy some item details to clipboard. (press ctrl+ highlight the item to copy)

Copy as spreadsheet: To copy the item details and paste into spreadsheet.

Paste Whole Document: To paste the whole document from the clipboard.

Paste Item Detail Only: To paste some item details from clipboard.

Undo Master: To undo (reverse one step) the header section.

Apply Address: To apply different debtor/ creditor address which you have maintain in the address maintenance.

Can Transfer: If this is unchecked, this document will not be allowed to transfer to other document.

Edit MRU Items: to edit /delete historical descriptions (which was keyed in previously). MRU = Most Recently Used

Post to Stock: If this is unchecked, the stock will be not be affected when issuing the document.

Calculate Discount on Unit Price: To calculate the discount based on unit price.

Rounding Method: There are 2 options for rounding, whole document rounding (ver3) and line by line rounding (ver 2).

Refresh Account No: This is to refresh the account no to the default account.

Profit Calculator: To show the profit margin of the item.

Data Entry by Past Sales Records: This is used to create a new document by referring to what were sold in the past to a particular customer. See also Data Entry By Past Records.

Show Tax Summary: To show the summary of the tax.


Details Column

Item Code: click on '+' sign to add a new row and select an item; you may key in the first few number/letters of the item code/description and select from the lookup screen.

Description: this is called detail description... will capture the item description automatically (amendable)

Further Description: click to view/edit Further Description of this item. (the default content can be maintained at Stock Item Maintenance)

Delivery Date: assign the expected delivery date (if needed)

UOM: the default unit of measurement will be captured;

Qty: key in the quantity.

Unit Price: the selling price will be captured (either Standard Selling Price or according to the setting in Tools > Options > Invoicing > Auto Price)

Discount: this is called column discount; you may key in the discount for any particular detail row. The discount could be a value (e.g. 5, 5.5, 10... ), a percentage (e.g. 5%, 5.5%, 10%), or a multi-level discount (e.g. 5+5.5, 5+5%, 5%+5%, 10%+5, 5%+5%+10, .... )

SubTotal: this is the line total (net)

GST Code: to show the GST code.

GST Rate: to show the rate of GST.

GST: to show the amount of GST.

Total (ex): to show the subtotal before tax.

Total (inc): to show the subtotal after tax.

Subtotal (ex): to show the net total amount before tax.

Proceed new D/O: when this is checked, a fresh screen will be ready for new document upon Save; if unchecked will exit the transaction screen upon Save.


Click on Save & Preview ,

DO9.png


DO10.png


To View The Transferred Status


DO11.png


Print Delivery Order Listing


DO12.png


DO13.png


DO14.png


Click on the shortcut label of Delivery Order or go to Sales > Delivery Oder, click on Others menu...


DO15.png


Manage Template: Common Function in Transaction

Manage Recurrence: Refer Recurrence

Load Data Option: to specify the number of recent days when loading data instead of to load all data, so that the loading speed can be further improved. Refer Common Function in Transaction.

Go to menu

IconAcc20.PNG AutoCount Accounting 2.0


IconAcc188.PNG AutoCount Accounting 1.8 / 1.9
Wiki-Payroll.png AutoCount Payroll
Wiki-POS.PNG AutoCount POS
Wiki-AOTG.PNG AutoCount On The Go
Wiki-Accounting-Plugin.png AutoCount Accounting Plug-In Documentations