A Purchase Delivery transaction can be raised from a pre-prepared Purchase Order, which has already been sent to the supplier.
The procedure is as follows:
Select Supplier. Enter the Supplier name, or click on the ? button for the Supplier List, then click to highlight and Select [F3].
Supplier Reference. This must be completed.
Click on the "Select" button at the bottom of the screen. This list of available transactions that are available for the Purchase Delivery to be raised from, will appear.
Click to highlight on the appropriate Purchase Order and Select [F3].
This will automatically recall the items which have been requested on the Purchase Order. If there are any differences in quantity between the items ordered and the items delivered, click on the box in the "Delivered" column and enter the correct quantity delivered.
Further lines may be added [INS] for items not originally on the Purchase Order.
5. Enter details as required.
Location. Ensure the correct location is being used. Click on the down arrow key to change if necessary.
Purchase Delivery Date, Actual Dispatch Date, In Store Date. To change if required, use the [up/down arrow keys] to change the day, and the [up/down arrow keys + shift key] to change the month.
6. Process [F9]
If all items on the Purchase Delivery have been delivered exactly as the Purchase Order has requested, and there have been no adjustments, then it may be completed immediately, and "Close Source" selected, being the original Purchase Order. This will have the effect of completing the Purchase Order, and no further documentation will be able to be raised from it. This will also have the effect of completing the Purchase Dispatch and no further documentation, such as a Purchase Invoice will be able to be raised from it.
Hold. Further adjustments may be made to the Purchase Delivery transaction.
Process, but do not complete immediately. This will allow a further version of the transaction, but the original transaction will stay Confirmed but not Completed, and another document such as a Purchase Invoice will be able to be raised from it.
