Delivery Confirmations

A Delivery Confirmation is a document about the article delivery by the supplier. The Delivery Confirmations have no link to the accounting and their registration is unnecessary. The Invoices serve as the tax documents and the Receipt Cards serve as the receipt document.

Note: The concept of Delivery Confirmation has been used since the 3.x Release, before that the concept of Delivery Note In was used.

Picture: Open Menu of Purchase/Supply Module - Delivery Confirmation

The Delivery confirmation book

A book serves for a registration of the confirmation of an article delivery.

Picture: The Delivery confirmations book

The Delivery date date is important. The different date, when the article should be delivered, can be assigned for the individual items of a purchase order. It enables the user to plan the deliveries and evaluate a supplier with respect to the Delivery date.

Delivery Confirmation Document

Basic data (1st page)

Basic data, that serve for a unique identification of a document, are stated on this page of a Delivery confirmation.

Picture: Delivery confirmation - 1st page

Fields Description:

Order	The superior document number, so the purchase order, that the Reserving Card is linked with. If the Delivery confirmation is issued as a free document, this field is empty.
Addresses	The button to display an addressee and a superior firm. For further information see the Addressee chapter.
Delivery	Book, business year and number of the Delivery confirmations.
Status	Field for a selection from code list. This field enables to filter document according to the status, that has been selected by the user.
Supplier	Data about a supplier, who you take off the articles from.
Prices	Total amounts of a delivery confirmation. The gross price, net price and amount of VAT are stated in that line.
Currency	The flag indicates that the document is issued in a foreign currency.
VAT	The checked field indicates that the document is issued incl. VAT.

In the lower part of this form, you can work with notes by using the Notes, the Header Text or the Footer Text tabs. The further description of the work with notes is stated in the Basic Code Lists and Supporting Modules K2 – Notes chapter. The Supplier`s internal text tab serves to display the internal text of a supplier. The Tasks and Activities tabs are also available. The work with tabs is described in the Tasks - document's tab and Activities - document's tab chapters.

Basic data of a header are divided into two tabs.

Data - DELIVERY CONFIRMATION

The Data tab contains basic information of a document header.

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Picture: Data - Delivery confirmation (1st page)

Fields Description:

Cost Centre	Cost centre, which the Delivery confirmation is related to.
Contract Code	It is a random numeric or text statement which serves for the company activities sorting.
Device	Reference to the Device book. It is copied from the Purchase order to the inferior documents.
Code 1, Code 2, Officer	The fields enable the user identification, eventually a reference to the Officers book. For the further description see the Basic Code lists - Code 1, Code 2, Officer chapter.
Form of order	The way, by which the order for an article has been made.
Payment Method	The method of payment for the offtake.
Shipping method	Shipping method of an article.
Method of transport	Method of article transport.
Accepted	Name of an employee who took the articles over.
Exchange Rate	If the Delivery confirmation is issued in a foreign currency (the Currency field is checked), the Currency of the document and the Exchange rate for recalculation is added to this field. Here it is displayed from the Purchase order only.
Matching Symbol	This field serves for setting the matching symbol definition of the accounting documents (see the Accounting - Matching Symbols chapter).
ID Card Number	The field serves for an identification of the person who handed an article over.
Licence Plate	Licence plate of the car, which brought the articles.
Plan type	Selection from a Plan type code list. The Plan Type, that is defined in the Purchase books book on the 1st page in the Plan Type field, is entered by default into the new documents. If you create a Delivery confirmation as a free document to a purchase order, a plan type will be copied from the purchase order.
Date of Issue	Date of issue of a delivery confirmation.
Delivery date	The date of the articles delivery.
Description	A random description of a document.
Issued by	Name of an employee, who issued the Delivery confirmation.
Changed by	The date and name of an employee, who made the last change.

Tax summary - DELIVERY CONFIRMATION

Table of a price recapitulation is displayed in the Tax summary tab.

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Picture: Tax summary - Delivery confirmation (1st page)

Items (2nd page)

The articles, that are delivered from the supplier, are stated on 2nd page of the Delivery confirmation. New item can be inserted in Change mode or in a New record by pressing Ins key. If you issue a free document, the Purchase item form, into that you can select a required article and enter the required data, will be displayed. If you issue a linked document, you select the items from the Heading items book after pressing Ins key.

Picture: Delivery confirmation - 2nd page

The Purchase item form can also be activated by pressing Enter key over the particular items of the Delivery confirmation either in Change mode or in Browse mode. In Change mode it is also possible to edit the required data.

Values in the documents items, including discount, can be adjusted in bulk by using the Change items in bulk button in Change mode. The further description of this function is stated in the Bulk change of documents items and Purchase and Sale Items chapters.

Documents (5th page)

Statement of all documents, that are linked with this document by using a superior document (purchase order), is stated on 5th page of Delivery confirmation card. Transfer among the individual documents is executed by the simultaneous pressing the Ctrl key and the initial letter of a document. The selected document can also be displayed by Enter key.

Picture: Delivery confirmations - the 5th page with the open Receipt cards tab

Ext. documents (9th Page)

External documents and other documents can be assigned onto the 9th page. Further description is stated in the chapter Basic Code Lists and Supporting Modules K2 - 9th Page.

Functions of the Delivery confirmations module menu

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Picture: Functions of the Delivery confirmations module menu

Form – Bulk Actions:

Change Status

It enables to change the Status field in bulk for the selected records.

Change delivery date

The function enables to change these field on the unconfirmed documents of a Delivery confirmation:

Delivery date,
Desired dely date in items,
VAT rate on the items according to the Articles card and Delivery date (if there is no confirmed invoice in on an item).

VAT and Gross amounts will be recalculated after the change of a VAT rate. If there is an unconfirmed invoice in on an item of a Delivery confirmation, amounts on this document will be changed too.

Delivery Confirmation Report

Delivery Confirmations


Process No.: ZAS006	Report ID: SZAS005	File: DLP_DOK01.AM
Report description: Delivery Confirmations. The report enables to save parameters into the „.xml“ file. It is possible to export into the „.pdf" file in bulk and send by e-mail.
Address in the tree: [Purchase / Supply] [Delivery Confirmations] [Printing of documents - lists]

Report parameters:

BarCode - No

Yes - a bar code is displayed.

Batch - Yes

Yes - It displays the batches for an item.

BatchAttr - 0

0 - nothing is displayed; 1 - batch parameters are displayed; 2 - required batch parameters are displayed.

BusinessRegister - Yes

Information about the Business register from the Setting of own companies are displayed. No - it is not displayed.

CodeOfCurrency - No

Yes - It displays a code of currency (e.g. USD). No - It displays a sign of currency (e.g. $).

CombineOrigItem - Yes

Yes - it merges the items with the same "OrigItemF" (if it is not different in a price and the other attributes).

ContactsFrom - 1

1- It displays contacts of the user, who issued the document, 2 - it displays contacts of the user, who prints the document.

DefaultExport - No

It is described together with the other export parameters in the Report parameters for a bulk sending by email chapter.

Description - Yes

Yes - it displays information from the Description field from the 1st page of the document.

DescriptionFromItem - Yes

Yes - it displays a supplement that is entered into the Description field on an item of a document.

DraftLabel - Yes

Yes - a "DRAFT" text is displayed at the background of the report, if a document is not confirmed. No - a "DRAFT" is not displayed.

Export_... - different parameters

Export parameters, that are summary described for all documents in the Report parameters for a bulk sending by email chapter, are a part of a report.

Interactive - No

No - an input form for entering the parameters values is displayed.

KeepEnvelopeFormat - No

Yes - the empty place under a place for window of an envelope is hidden. The effect of a saved space is multiplied if the parameter "BarCode" is set on "No". It has meaning, if the user does not use the window envelopes, he does not want to fold the printed document to an envelope according to the cam line guide of a document.

Yes - a place is not hidden - the line between items and the address part will always be in one third of a page.

LangAccordToParams - No

If the report should be printed in a language that is set in the "Field language" and "Report language" parameters, then you have to set a value of the parameter on "Yes".

LeftEnvelopeWindow - No

Yes - address of a customer is printed in the right side (determined for sending documents by mail in abroad where a window for a wrapper is in the left side); No - address of a customer is on the left side.

LeftShift - 5

By how many mm the edge of the report is moved to the left (it serves for setting for a print on a printer).

LogoPictureFooter - 0

Parameter adjusts the footer logo display. If the parameter is empty, a logo according to the setting of theFooter picture parameter in the Administration - setting of own companies function will be displayed. 0 - nothing is displayed, but a place keeps free (for a headed paper), 1 - no picture or free space. Name of a file with png suffix - specific picture in the Pictures directory of the given firm.

LogoPictureHeader -

Parameter adjusts the header logo display. If the parameter is empty, a logo according to the setting of theHeader picture parameter in the Administration - setting of own companies function will be displayed. 0 - nothing is displayed, but a place keeps free (for a headed paper), 1 - no picture or free space. Name of a file with png suffix - specific picture in the Pictures directory of the given firm.

NumberOfItem - 1

0 - no number is displayed, 1 - it displays a number of a sales order item; 2 - it displays a purchase order number. Always in "#001" format.

OneLineItem - No

Yes - it always displays a document item on 1 line.

SerialNumber - No

Yes - it displays the serial numbers for the items.

Sign - @Vyst;;;

Parameter has got 5 positions:

1. position determines a person, whose signature should be displayed. It may be a picture called according to Logname of a user, who has issued the document (@Vyst) or who prints the document - so according to the current login (@akt), or the current Logname. Picture has to always be in format Logname.png and it has to be located in Pictures directory.

2. position: picture height.

3. position: distance from the left edge.

4. position: distance of a picture from the upper edge of the given section.

5. position: picture width.

Example: (Sign - @vyst;27;47;0;83) It prints a signature of a user, who has issued the document, 27 points high, 47 points indented from the left margin, by the upper margin. A picture is 83 points wide.

SortBy -

Field is filled with a field value from the sales items (e.g. Art_No;Abbr. or CF_CeJePlM). Items on a document will be sorted according to the parameter value. Parameter is empty by default.

If a value of this parameter is filled in, then items will not be combined, even if the CombineOrigItem parameter is set on Yes.

StateOfOrigin - No

Yes - it displays a code of tariff and a country of origin at the items. If it is filled on a batch, it displays information from a batch; else it displays data from the Article card.

SupplFromArticles - 0

0 - Nothing is displayed, Empty value - Business text from the Article card is displayed, otherwise the entered supplement from the Articles card (e.g. supplement of the DB type) is displayed.

SupplFromCustomer - DZ

0 - Nothing is displayed, Empty value - Business text from the Customer card is displayed, otherwise the entered supplement from the Customer card (e.g. supplement of the DZ type) is displayed.

SupplFromItem - TX

0 - Nothing is displayed, empty value - text from the Text tab in a document item is displayed, otherwise the entered type of supplement from an item is displayed.

SupplFromClient - TEXT

TEXT value displays information from the field General information from the own company. Otherwise it displays the entered type of supplement from the Client parameters.

Title -

The entered value of the parameter is displayed as a title of the report. If the parameter is empty, an original name of the document is displayed (e.g. Invoice).