@Tut, @lubos Let me explain this problem in more detail, finding a way to improve this user flow will make using your service much easier. Let me give you an example. As an e-commerce store, each sale would have a sales invoice generated. When the money is received, we mark the invoice paid. When the order has shipped, 99% of your customers probably go to the sales invoice and select “Copy To” -> “Delivery Note”.
Effectively this let’s us track which orders have shipped. If you have 100 sales invoices but only 95 delivery notes, logic has it there are 5 orders that haven’t been shipped yet, assuming you only generate sales invoices for the sale of inventory items (the case for most ecommerce stores). Let’s say I want to find out which orders I haven’t shipped, since no delivery notes have been created for 5 sales invoices. By looking at the delivery notes I can’t see the sales order column, so I have no common id to cross reference with. Likewise, if I go to sales invoices, I cannot see which sales invoices have already had delivery notes issued. I will therefore have to manually check the last 10-15 sales invoices and delivery notes to try and find out which sales invoice have not had their delivery note created.
Yesterday I actually created all delivery notes and goods receipts to start using this system. When I copied over my movements I accidentally made a few duplicate delivery notes. Why? Because I created them by opening the sales invoice and then selected Copy to Delivery Note. If you indicate which sales invoices have had this action done, or introduce the sales order column so we can have some thing to cross reference between the sales invoice tab and delivey note tab, your software will become much easier to use for inventory movement tracking.
I am not telling you how to implement it, I am highlighting a problem in the user flow for a type of interaction that occurs frequently, namely creating delivery notes by copying them from sales invoices and then keeping track of this action to prevent duplicate entries.