Linking Good Receipt/Delivery Note to Purchase/Sales

1

How to link a Good Receipt/Delivery Note to a Purchase/Sales, if the Good Receipt/Delivery Note occurred before the Purchase/Sales was made? Should the Purchasing/Sales department ask the Logistics department to change the Good Receipt/Delivery Note after the Purchase/Sales has been entered?

Previously there were no problems with Inventory location, because actually we didn’t need Sales/Purchase Quote, Sales/Purchase Order and Delivery Note/Good Receipt.

Now the Manager requires us to use Good Receipt/Delivery Note. We were forced to add new users for Good Receipt and Delivery Note data entry. And with this change, we hope that a field can be added to link Delivery notes/Good Receipts to Purchase/Sales, so that we don’t need to change the correct Delivery Notes/Good Receipts.

Or if possible, the Inventory Location can be returned to the Purchase/Sales/Debit Note/Credit Note. This will be much better for users who do not need Delivery Note/Good Receipt Recording.

2

Actually you dont need to link it.
-Lets say you have delivered 5x qty to Customer and then invoiced your customer for 8x Qty (Ordered to send 3 more) which means you have to deliver 3x more.
-Then again you delivered 5x (Maybe they again ordered to send more) Now you created an invoice for only 2x qty.
-Now for the second delivery note of 5x qty 3x belong to first invoice and 2x to the second invoice. But you can only select one invoice on a delivery note.
So, i think it is not necessary to link delivery notes to invoices as long as the total qty invoiced to customer is equal to total qty delivered to customer no matter in how many Invoices and DNs. As over delivery and under deliveries are common in businesses.
Or maybe @lubos can guide us better here.

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It’s not necessary to link it. Qty on hand figures will be the same regardless.

When creating delivery note or goods receipt, you can select invoice number on these documents. But this is just for information purposes.

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When Delivery Notes and Good Receipts are used, we must be able to know which delivery note is for which sales invoice or vice versa.

What we record must match the actual event including the Transaction Date and Timestamp. That’s why I don’t want users to change transaction data that is already correct just to connect Delivery Note with Sales Invoice.

5

@Mabaega I see. What you are asking is ability to select delivery note on sales invoice and goods receipt on purchase invoice. Correct?

The ability to select delivery note on sales invoice can be added. I think it doesn’t hurt even though it’s not required.

1 Like
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What if there are more than 1 delivery note for an invoice? Would there be ability to select more than 1 Delivery notes?
I would suggest a column on the Sales invoices tab which would show all deliveries notes (Separated by a comma) which are linked to a particular invoice.
Or even better if they are automatically allocated to invoices like Receipts to invoices when option is left automatic.
@Mabaega even if ability to select DN on invoice is added then incase invoice is created before delivery then you would have to edit the invoice to select the delivery note on invoice.

If you were not using Orders,DNs before then this update shouldnt have disturbed your workflow. The only step you have to take now is Copy to-New Delivery Note after creating an invoice which would autofill the invoice so you wont have to link it later.

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I suppose in the edit screen you can add as many delivery notes as you’d like.