Difference between revisions of "How To: Mark Un-Delivered Stock as Final Delivery"

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Marking a line as ''Final Del'' will prevent all further deliveries as the outstanding order level will be cleared and the originating Purchase Order line will be flagged as final. This cannot be undone. Marking items as Final Delivery can either be done in the [[Delivery (Goods-In) Tab|<code>[ Delivery Note ]</code>]] tab or in the [[On Order Tab|<code>[&nbsp;Purchase&nbsp;Order&nbsp;| On&nbsp;Order&nbsp;]</code>]] tab.
 
  
=== Delivery Note Tab ===
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Marking a line as ''Final Delivery'' will prevent all further deliveries, as the outstanding order level will be cleared and the originating Purchase Order line will be flagged as final. This cannot be undone.  
#Open the [[Delivery (Goods-In) Tab|<code>[ Delivery Note ]</code>]].
 
#In the lower grid, focus on the item to be marked as Final Delivery.
 
#Right click and from the Context Menu select 'Final Delivery.'
 
#{{ActionSave|}}
 
  
=== On Order Tab ===
 
 
# {{ActionOpenPO}}
 
# {{ActionOpenPO}}
 
# Open the [[On Order Tab|<code>[&nbsp;Purchase&nbsp;Order&nbsp;| On&nbsp;Order&nbsp;]</code>]] tab.
 
# Open the [[On Order Tab|<code>[&nbsp;Purchase&nbsp;Order&nbsp;| On&nbsp;Order&nbsp;]</code>]] tab.
# Use the filters to locate the items to be un-delivered, for example Supplier.<br />'''Note''':  Filters that are 'traffic-lit' need to be green to be used.
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# Use the filters to locate the items to be un-delivered, for example, filter by supplier.
 
# Click the "Go" button.
 
# Click the "Go" button.
# Focus on the stock item that is to be marked as Final Delivery.<br />'''Note''': if more than one stock item is to be marked as Final Delivery you will need to select them.
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# Focus on the stock item that is to be marked as final delivery.<br />'''Note''': if more than one stock item is to be marked as final delivery, you will need to green-select them.
# Right-click and select ''Mark Final Delivery'' from the Context Menu.
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# Right-click and select ''Final Delivery'' from the context menu.
# Click on Yes in the popup
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# In the warning popup click 'Yes'.
# Click on Yes in the warning popup.  
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# In the confirmation popup click on 'Yes'.
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<br />
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'''Notes''':<br />
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*In addition to the above method, lines can be removed from the On Order screen by doing one of the following;
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**Delete the relevant line from the original purchase order;
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**Delete the original purchase order altogether.
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::However, using either of these two methods to remove lines will result in them being excluded from the [[Delivery (Goods-In) Under Deliveries Tab|<code>[&nbsp;Delivery (Goods in)&nbsp;| Under Deliveries&nbsp;]</code>]] screen.
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{{seealso |
 
{{seealso |

Latest revision as of 15:17, 8 August 2019

Page approved.



Marking a line as Final Delivery will prevent all further deliveries, as the outstanding order level will be cleared and the originating Purchase Order line will be flagged as final. This cannot be undone.

  1. Open a Purchase Order screen (show me how).
  2. Open the [ Purchase Order | On Order ] tab.
  3. Use the filters to locate the items to be un-delivered, for example, filter by supplier.
  4. Click the "Go" button.
  5. Focus on the stock item that is to be marked as final delivery.
    Note: if more than one stock item is to be marked as final delivery, you will need to green-select them.
  6. Right-click and select Final Delivery from the context menu.
  7. In the warning popup click 'Yes'.
  8. In the confirmation popup click on 'Yes'.


Notes:

  • In addition to the above method, lines can be removed from the On Order screen by doing one of the following;
    • Delete the relevant line from the original purchase order;
    • Delete the original purchase order altogether.
However, using either of these two methods to remove lines will result in them being excluded from the [ Delivery (Goods in) | Under Deliveries ] screen.


See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

Contact the Khaos Team