Shouldn’t this be “Dont track” since already default is set to track at item setup? Also, what is the outcome expected? Is that at Invoice posting inventory is considered to have arrived?
Thank you
This is why the current setup is confusing as I had the exact same question. My post has stated that either enabling the tab enables delivery status tracking everywhere or the wording on the two forms needs to change as suggested and form defaults needs to be updated to allow users to always track delivery for orders.
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I think best would be to allow at setup to decide whether to track or not and give an option to leave at ordering level with the outcome that inventory is received and get updated with invoice. If this not the case, Non-inventory is the solution because inventory tracking is a control activity to ensure the receipt of invoiced items, otherwise frauds can happen: somebody will bear the cost while somebody else benefit from the goods,
@lubos before this update I used on
Purchase Invoice the field “Order number”, which was not a pull down field,
also Goods Receipts the fields “Order number” & “Invoice number” which weren’t pull down menu.
How we transfer the data from these fields to the new pull down fields?
Manual? it would take hours, if the answer is manual
batch update?
cannot be done. actually the new pull down field for invoice number example is not just a number, but a key
@pandhm the latest version (21.10.4) will automatically match your older purchase invoices with purchase orders.
@dalacor raises some very valid points in post #81. Maybe this is all becoming too complex, with options that seem like duplicates even if they are not. I stand by my previous comments about why different choices could be made, if options are available. But there was something intuitive about requiring goods receipts if the tab was enabled. Fewer choices leads to less confusion.
A more relevant question is whether the option of a choice is actually necessary? I don’t know how many people do not want all inventory tracked or all sales/purchase orders tracked? This should be the starting point. Myself personally, I want all my inventory delivery status tracked. Same for Sales Orders.
At one time, I did query the value of delivery status for electronic items such as number of licenses as you don’t deliver a license. But I actually found that having the delivery status helped me pick up when I had sold more licenses to a client, than I had actually ordered. So the delivery status works well even for intangible items such as licenses.
I don’t see the point of enabling the delivery notes tab to only track specific items as the whole idea is to ensure that you have ordered everything, delivered everything and that quantity on hand matches your external counts etc.
So yes, upon thinking about it, I would be in favour of simplifying it by just enabling delivery status when you enable delivery notes tab. Over to the developer now?
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Still Awaiting Status bar Update In Delivery Note
Invoice or Not or partially
@mastertrading if you need to track status on delivery notes whether invoiced, you need to create sales order. This will track both whether items delivered and order invoiced.
Sales order is the unit that is holding all related transactions together (related delivery notes & invoices).
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