Dear @lubos ,
I am writing to propose a refinement to the delivery note creation process in manager.io to prevent discrepancies between sales orders and delivery notes.
The current system allows users to add items from outside a selected sales order, which can lead to inconsistencies. To ensure data integrity and accuracy, I suggest the following logic be implemented:
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Item Selection Lock:
- When a user creates a delivery note by either selecting a Sales Order number or cloning a Sales Order, the list of selectable items should be restricted only to the products listed on that specific sales order.
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Quantity Validation:
- When a Sales Order is selected, the system should enforce a hard validation that prevents the user from entering a delivery quantity that exceeds the reserved quantity.
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Flexibility for Non-Order Items:
- If a user needs to add an item that was not part of the original sales order, they must first de-select or remove the Sales Order reference from the delivery note. This action would unlock the item list and remove the quantity restriction, allowing for a manual, ad-hoc delivery.
Benefits:
This change will ensure that our delivery notes always match their corresponding sales orders unless intentionally created as a standalone delivery, thereby improving order fulfillment accuracy and simplifying our audit trail.
Thank you for your consideration.