Inspecting and Approving Deliveries

Before a Delivery goes out you need to prepare it and approve it. The first step is to print the Picking List. You can do this by clicking the Printer icon in the Button Bar. When the Delivery is finally OK, click the OK check box and press the [Save] button. Once you have done this, you will no longer be able to modify the Delivery. You will then be able to create an Invoice for the Delivery (from the Order screen).

You can also approve several Delivery records at once by highlighting them in the 'Deliveries: Browse' window and selecting 'OK' from the Operations menu. To highlight several Delivery records, click on the first Delivery to be approved, hold down the Shift key and click on the last.

On approval, stock levels may be amended, depending on the Decrease Available on Deliveries options in the Stock Settings setting (they are otherwise amended when the Delivery is created). Also, if defined in the Sub Systems setting in the Nominal Ledger and in the Number Series - Deliveries setting, a cost accounting Transaction will be created in the Nominal Ledger. Please refer here for details of the Accounts used by this Transaction.

When you print the Delivery, the Form used will depend on whether you have approved the Delivery. If the Delivery is not approved, the Form will be determined by the Picking List document, otherwise it will be determined by the Delivery Note document. Please refer to the Printing Picking Lists and Delivery Notes page for more details about printing documents and determining Forms.

You can use Access Groups to control who can approve Deliveries. To do this, deny access to the 'OKing Deliveries' Action.