In the latest version (24.6.20) if you go to Delivery Notes tab, it will check if you have any sales invoices with inventory location set. If so, then you will see the following message:
Click on it and it will show list of delivery notes that can be created from your sales invoices.
Select them all
And then click Batch Create button
@lubos could you please give us a column on sales invoice that shows delivery note status.
I thought I just brought all my sales invoice into delivery note but am still having more than 500 sales invoices not captured by delivery notes and there is no way to trace it.
Kindly consider adding the column
Dear @lubos
I noticed that you did not consider credit note. When credit note is raised, it is supposed to have effect on inventory in the location but itâs not. Also debit note.
Please look into it asap
Good day !! @lubos
Thank u for above solution. 80% work done but still we had sales from (unspecified location). we used to use that one for our shop sales and have daily transaction from that location⌠rest all location done 99% but kindly update for unspecified location too brother. your early response will be highly appreciated.
all unspecified location Delivery note, not done from above processâŚ
am trying to go to customer one by one and do but not able to do it.
@lubos you have also not considered good receipt. Weldone
any other issue ?
This is exciting!
@lubos thanks for the recent update, kodus to the team. We also look forward to batch creation from purchase invoice to goods receipt to permanently fix the stock for all locations, we know you are surely on these, and we look forward to your ASAP response.
thanks
@lubos can you give solution for alerting or notification like status on sales/purchase invoices to display a warning regarding related wheter delivery note has been created and sent or goods has been receipt? because if we only maintan the number in âqty to deliverâ or âqty to receiptâ would be really struggling because we never know which one our invoices has not been yet to be receipt or delivered?
@lubos a column on Sales invoice tab which would shows delivery notes that are linked to a particular sales invoice would be helpful.
Thank you @lubos for this. I think it should be sales invoices now affect the âQty to deliverâ column. Please check the highlighted message.
Noted. Thank you. Can we have a similar solution for Good Receipt? If possible kindly advise on timelines. Purchase invoices are not showing inventory location and GRN processing is difficult.
I am having trouble getting my quantities back to what they should be with the changes. I have done the above, but I am not sure what else is going on with the inventory transfers and how this plays in to the changes that have been made to quantity tracking.
Firstly, as an artist, I deliver artworks to galleries on consignment, so I need to keep track of what stock is at which gallery, and unsold artworks are often returned to my home stock on rotation. So what I was doing is I have each gallery plus at home set up as inventory locations and was doing inventory transfers. Because one gallery requires a delivery note that includes prices, I had to resort to using the Sales Order to be able to get prices to show, I couldnât use the Delivery Notes option. I have gone through and cancelled the Sales Orders that I did up, but still my figures are all wrong and not sure how I should be adjusting the inventory transfers I did to reflect stock being held there and not yet sold, and how to proceed in the future for these type of stock movements. For all sales, I use sales invoices which I allocate to each location of where that stock was sold from. Purchases are all allocated to home stock. After the changes I have negatives in home stock and far too may at the gallery locations, even after going through all the above and generating good receipts and cancelling the purchase orders. Going forward, should I not be using inventory transfers and delivery or receipts instead?
I must commend you for the work doneso far. However, just like I raised earlier: kindly consider activating a column in sales invoice and credit note to reconcile reconcile delivery note. Also for purchase invoice and debit note to reconcile goods receipt.
Thank you
I have done the Batch Create from past Sales invoices to bring our inventory up to date. It seems to be working for Qty on hand. However, none of the inventory items from our past Sales orders have been removed from Qty reserved when they were invoiced and subsequently delivered.
Our workflow typically follows one of two paths:
Sales order with the labour and inventory items for the job. When the job is completed we copy the Sales order to a new Sales invoice, the customer pays, and we create a Receipt for the money paid. The Receipt is usually linked to the Sales invoice which is in turn linked to the Sales order. We will now have to add the step of creating the Delivery note.Sales invoice and then a Receipt. We will now have to create the Delivery note too.Everything seems to be working fine for Sales orders and Sales invoices that were created since the big changes were introduced a couple of days ago. The problem seems to be that the Batch Create process described by @lubos above did not consider the Sales orders to which the Sales invoices were linked, and so all of the inventory items on those Sales orders are still showing as being reserved.
@lubos are you able to create a means of batch updating the Delivery notes to link them to the Sales orders to which the Sales invoices are linked, thereby hopefully removing their reserved status?
EDIT: I see the above issue is also present with Purchase orders and Qty on order, even though we have been using Goods receipts the whole time.
@lubos SoâŚ
8 Companies, 19 Locations and documents in 10âs of thousandsâŚ, i was unable to do so in cloud here even with a 150mb link, i downloaded and did the batch DN/GR offline, the negative qtyâs for the most part are gone ⌠Will have to check individually for all of them, but for the past 3 days when the location in the invoice tab was gone our team thought it was a bug and continue to issue over 350 invoicesâŚ
-For those invoices we will manually have to generate all the DNâs ?
To understand;
-For any new transactions (Sales/Purchases) we will have to accompany them with DNâs and GRâs ? They donât serve us any purpose as all we are intrested in is âInv qty by Locâ ⌠For the sake of this report we will now have to make these related documents from now on ?
-Inventory Location is now removed in Invoices, so for any client who is issued an invoice, how will the location for the items be selected ? A DN will be compulsory ?
-Since âInv Qty by Locationâ is all we require can we get around by not enabling the other âQty delivered tabs etcâŚâ and keep using it like before or will we HAVE to migrate to this new workflowâŚ?
-Will you be doing some hybrid approcah where simple Sales/Purchase Invoice users can keep using the old workflow ? (If not, then we will bite the bullet and spend a couple of days and migrate all 30+ users to this with all the companiesâŚ, If YES, then we will wait, even thought the Inventory figures are destroyed but Iâll atleast know how to proceed)
-Lastly, Is this change permanent ??
Dear Lubos,
This is too difficult for existing businesses, maybe for the new ones it may work (even though) it was more practical the way it was. Sometimes we needed delivery notes we could create without any problems .
This needs to be reverted ASAP, we are having a big problem with it.
Thanks
Hello Lubos, @lubos
I do the newest batch you created but still have problem between the Qty owned and Qty on hand
and this is my critical problem
so finally I need to now the Qty owned per location
I think this can be easy
Please create new report Qty owned per location and can cross all of this
Actually this is serous problem I canât control my inventory now
I will lose my clients by this way
It has been very interesting to work with Manager until this update
Now a little frustrated as the inventory stocks at the locations are in trouble
For the folks who never want to use Delivery notes and stuff and also extra work for those who donât need
So it will be very sensible to retain inventory locations in Sales and Purchase Invoicing because
There are people who use Manager in low,middle and high level as per their requirment and to their level of know how. All will not need the update which may be welcomed only by high level users