Delivery Details are those details specific to Purchase Orders that give information to suppliers on delivery address and instructions. Many delivery sites can be accommodated. This is particularly useful when purchased parts and materials need to be sent directly to customers or sub-contractors. Care must be taken to ensure that correct stock transactions take place when the goods are delivered to external locations. The system assumes ALL ordered part items will be received into stock in the form they were ordered.

A list of existing delivery details is provided in the top right corner.

To select a delivery detail record, click on the appropriate line on the list. To edit a record, double-click on the line. Existing codes cannot be changed.

Both individual text and standard purchase text can be assigned to a delivery detail. If the small Show button is clicked, a list of standard purchase texts is presented as an aide-memoir. Double-clicking on a text in the list will apply it to the record during edit.

File Path

File > System Manager > Delivery Details…

This file path takes you to the Goods-Inwards Delivery Details Maintenance window.

This window has three tabs.

Instructions tab

Delivery Point Code

Delivery point code

Delivery Point list

The list shows all delivery details held on file. Click on a line to select the record and show all details on the window. Double-click to edit details.

Purchase Order delivery instructions

Instructions for Purchase Order delivery.

Language Swap icon

Click to open the Language Swap Maintenance by Record or File window, as applicable, to translate available text into swap languages.

Standard text

Standard text.

PO delivery instructions Code

Lists all purchase standard texts. Double-click on a line to enter it for this delivery details record.

Show button

Click this button to display a list of alternatives for the field alongside the button. Double-clicking on a list line will enter the value from the list.

Add button

This will create a Copy of the current record displayed on the window. You will then be able to change the details. Confirm with an OK, or abandon the new record with a Cancel.

Delete button

Execute this button to permanently remove the currently selected record from the file. If you are permitted to delete the item, you will be asked for confirmation, otherwise an explanation will be given.

Print button

To print a report of all delivery details on file. Right-click to select report destination.

Revert button

Reverts the data to the last saved session.

Save button

The save button updates the data you have entered, or confirms the selection and/or processes the function you have called.

Address tab

Delivery Point Details

Here you can enter all the delivery details for this customer.

Contact Tab

Delivery point contact

All delivery point contact information (if any) entered here.

Compiled in Program Version 6.00.  Help date last modified on 11 December 2023

Class wdeledit (Goods-Inwards Delivery Details Maintenance) last modified 25 May 2022 FP: File > System Manager > Delivery Details…

The post Manager Controls: Goods-Inwards Delivery Details Maintenance        appeared first on Caliach.

OVERVIEW

In the Delivery Details Maintenance window, you can set up as many delivery points as your business requires eg. Goods In, Head Office, Storage Warehouse etc.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Goods-Inwards Delivery Details Maintenance

File > System Manager > Delivery Details…

This file path takes you to the Goods-Inwards Delivery Details Maintenance window

Instructions Tab

To enter a new goods inwards address, click the Add button. You can add as many new delivery points as required.

Enter a two-character delivery point code of your choice.

In the Purchase Order delivery instructions field, enter any instructions you would like to appear on your purchase order for deliveries to this address eg. Please include a packing note with ever delivery.

Standard Txt PO delivery Instructions – completing this box is optional. These instructions can be set up in the purchasing standard Text Maintenance Window.

Address Tab

Enter all relevant information for the delivery point in this window.

The description field can be the name you call the delivery point eg. Warehouse 2.

The Comments field is for your reference only and does not print out on any report.

Incoterms field has a drop-down menu. To choose from the list click the show button – this does not have to be completed.

In the places field you can insert a named place or port – this does not have to be completed.

Contact Tab

Click on the + button on the right hand side to enter point of contact for this address eg: Warehouse Manager. You can only add one point of contact for each delivery point.

In ‘Dear’ field, you can enter how you would like any letters to start eg. Dear Julian

Description field is for your reference only eg. Head office. This makes it easy to select the correct address when you have multiple delivery points.

IP Voice field is for Internet telephone numbers if relevant.

Comments field is for information that will go on the Contact photo page

A photo can be inserted into the small box next to the comments box by copying an image and pasting it to this box. This can then be used for identification by right click on the image, select zoom then print. (see image below)

BUTTONS AND FIELDS

Delivery Point Code

This shows the delivery point details for purchase orders.

Delivery Point List

This list shows all delivery point details held on file. Use the drop down to show all records and click on the record to show all details in the window.

Address

Delivery point address and contact information is entered here.

Contact

Information and image of the point of contact for the delivery point entered here.

Add Button

This will create a Copy of the current record displayed on the window. You will then be able to change the details. Confirm with the save button or abandon the new record with revert.

Delete Button

Select this button to permanently remove the currently selected record from the file. If you are permitted to delete the item, you will be asked for confirmation before you can continue.

Print Button

Select to print a report of all delivery details on file. Right-click to select report destination.

Revert Button

This will revert to the previously saved details.

Save Button

This will save new details entered.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wDelEdit (Goods-Inwards Delivery Details Maintenance) FP: File > System Manager > Delivery Details…

The post Delivery Details Maintenance appeared first on Caliach.