Items in Delivery Notes should be able to be used in invoices. For example, If I create a new delivery note with 3 items, Those 3 items should be shown on “Uninvoiced” category. Or we should be able to use the “Copy to New Invoice” option Or Both Or sum up all our delivery notes for a certain c…

Yeah, I know what you mean. Delivery notes didn’t keep up with rest of the system in terms of added functionality. Items column will be added to delivery notes sometime next month.

I am facing similar issue. Last month we delivered a new material to a customer. Terms with that customer was, I will issue invoice if the quality approved otherwise I will return the item. We send material with delivery note and waiting for customer approval to issue invoice. The real problem is…

What is your question, @ahmedansar ? You can create a delivery note. If the customer approves, you will issue a sales invoice. The customer hasn’t purchased the item, so you still own it. How would you like things to be any different?

@Tut is right. From accounting point of view, you still own the item because customer didn’t purchase it. Your item is at different location (your customer site). Manager currently tracks how many items you own. It doesn’t track where are these items located. This is upcoming feature called “Wareho…

Thanks for your quick reply. Yes you are correct from accounting point view. But practical side it makes some issues. Example : in month end some customer will request to give material but give invoice next month. As mentioned above for new customers and new products for old customers we gives de…

A fundamental principle of accounting is to record transactions as they occur. Any good accounting system is designed with this principle in mind. Otherwise, it will not accurately show your company’s true financial position. If you deliver goods to a customer without providing a sales invoice, you…

In the ideal world you should be able to do both as both are universally practised: Create the Delivery Note first and then copy to Sales Invoice. Create the Sales Invoice first and then copy to Delivery Note Managers convention of - customer sales invoice first, then create delivery order from s…

I agree with Mr. Brucanna. Our system should have flexibility to do in both ways. I need to make delivery note first and copy to sales invoice.

[image] ahmedansar: Our system should have flexibility to do in both ways. I need to make delivery note first and copy to sales invoice. I will be fixing this workflow issue in upcoming days. Delivery notes will be a lot easier to create from scratch.

Thank All, Waiting for the update

Delivery Notes should be able to be handled with invoices

Tut Split this topic March 31, 2017, 1:10pm 16

2 posts were split to a new topic: Change inventory location

Topic		Replies	Views
About delivery notes and sales invoice	10	2545	January 18, 2023
Create invoices from delivery notes or goods receipt	5	646	January 18, 2023
Delivery notes: Items not deducted from inventory	7	1273	January 18, 2023
Delivery note	5	551	January 18, 2023
Feature Request : Delivery Note	5	872	January 18, 2023

Delivery Notes should be able to be handled with invoices

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