Delivery bills

Delivery note overview

To view your delivery bills, go to Organization > Services > Delivery bills. You can see the status of your delivery bills on the overview page.

The Delivery note lists section offers various filter options (1).

You can save a filtered list under your own name as a worklist using the Worklist button (2). You will then find this list, which updates itself automatically, in your workplace menu.

Create delivery bill

It is rather unusual to create a delivery bill without linking it to an order. You normally create a delivery bill by transferring an existing order into a delivery bill with a mouse click. The information is taken from the previous form.

If you still want to create an unlinked delivery bill, proceed as follows:

Select Organization > Services > Delivery bills > Add.

In the following form, fill in all the necessary fields and the various tabs.

Note: You can find details about the individual tabs in the Orders article.

Please also note the setting options for the status of the delivery bill.

Create partial delivery

First create an order or select an order that has already been created in the order overview and click on Transfer to LS. A new form opens with the delivery bill.

Customize delivery bill

The delivery bill contains all the items and quantities of the original order. Correct the quantities and, if necessary, remove complete items so that the delivery bill matches your partial delivery.

Save the delivery bill.

You can use the procedure described to create another partial delivery bill at a later date. The pre-filled items and item quantities are automatically adjusted to the remaining quantities by the software. The quantities already delivered are displayed in the corresponding column