Prerequisites- The users' role must have access to the Add app operation in the Delivery-Against Order feature in Sales & Distribution - Operation - Packing through Roles in Ginesys Web - Admin - Security.
- Document Numbering Scheme must be present for the module.
- The masters must be present - Item, Customer, Agent, etc.
Step-by-step guideThe process is divided into the following steps: - Go to Ginesys Web > Sales and Distribution > Operations > Packing > Delivery - Against Order.
- Delivery Challan (Against Order) module will open.
- All the previously created DCs will be listed here.
- Click on Add button.
- Delivery Challan (Against Order) window will open.
- You will get group of icons at the right corner of the window.
- The icons name from left to right are - Expand All, Collapse All, Print Barcode, Print Document Report, Attachments, Clear Form and Open Side Panel.
- Expand All: Clicking on this icon, all the sections will be Expand if they are collapsed.
- Collapse All: Clicking on this icon, all the sections will be Closed if they are expanded.
- Print Barcode: Clicking on the Down Arrow beside this icon, you will get Print Preference option. This option is used to print barcode.:
- Print Document Report: Clicking on the Down Arrow beside this icon, you will get Print Preference option with already created Report File Template. This option is used to print document.
- Attachments: You can Upload some required documents from this option.
- Clear Form: Clicking on this icon, you can Clear all the data already entered.
- Open Side Panel: Clicking on this, you will get the details of the current Delivery Challan as follows:
- Document Summary: In this section you will get the details of Selected Items, Sale Type, Owner Site, Modified by etc.
- Customer Details: You will get the Selected Customer Details like Address, Contact Details, Tax Region, Credit Limit, Overdue Amount etc.
- Customer Statistic: This section describes the Delivered not Invoiced amount, Outstanding Amount, Last Invoice Date etc.
- You will get four sections - General, Quick Item Selection, Item Information and Others.
- General:
- Select the Owner Site (Mandatory Field) for which you want to create the Delivery Challan.
- Select a Document Numbering Scheme, already created in the master, from the drop down list Delivery No. (Mandatory Field).
- Select the Out Stock Point (Mandatory Field) from the Out Stock Point Pop-Up form.
Packet Barcode field will be generated automatically at the time of opening the Delivery Challan(Against Order) window in the Add mode. This is a read only field.
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Note: First 3 characters will be Company Code & last 5 characters will be DCCODE. |
- Select the Destination Site (Mandatory Field) from the Destination Site Pop-Up form. Transporter, Trade Group, Agent, Customer Name and Sale Type will be populated as per Destination Site selection. You can change the Transporter and Agent from the Transporter and Agent Pop-Up window respectively.
- System date will be populated in the Date field (Mandatory Field). You can change the date as per your requirement. You can only select the past date from the system date but not any future date.
- Quick Item Selection:
Select the Order No. from the drop down list. The Sales Order(s) will be listed as per selected Destination Site. (Without Sales Order selection, you cannot scan the item or set barcode.) Note |
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Pre-requisites for Set selection- The profile setting - Allow Set item selection in Receipts must be selected.
You need to select whole set items or need to remove all the items from set. You cannot select partial items from set. |
Select the Scan type - Item or Set. You can scan item barcode or set barcode directly from this field. Enter the barcode of the pending items present in the selected sales. order. The scanned items or set will be listed in the Item Information section.
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title | Impact of Batch/Serial functionality on Quick Item Scan Mode |
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| - On scanning of Item, open a Batch or Serial selection window respectively. (Only those pending batches/serials will be displayed that exists in the picklist no. provided).
- On scanning of Set, open a multi Batch/Serial selection window. (Only those pending batches/serials will be displayed that exists in the picklist no. provided)
- On scanning of (Item + Batch/Serial), Batch/Serial window will not open for selection instead system will auto setoff the quantity and populate the batch/serial number in the grid.
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Note: If the scanned items or set in not present in the selected Sales Order or not pending, then you will get a message - "You have scanned an invalid item/the item is no more pending/the item does not belong to any pending order. Please select another item." If you click on the Continue button, you can entry the correct barcode. |
- Item Information:
You need to add items in the Delivery Challan by using Select Order Mode, FIFO Mode and Alternate Mode.
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| Note: You can add items to one Delivery Challan different mode. |
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title | Impact of Batch/Serial functionality on Item Selection |
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| Changes in Item Grid Four new columns have been added in the grid - Batch/Serial No., Mfg. Date, Valid Upto and Inventory Tracking Above columns are added in all three Delivery Challan forms - Adhoc, Against Order and Against Reservation. All column types are “View only”, i.e. no modification is allowed. The columns are hidden by default but can be visible by selecting from the column chooser. Values are displayed as populated from the various Item selection modes. Note : Quantity of serial managed items can’t be changed in grid. Error Message on attempting to change quantity - ”Quantity of serial managed items can’t be changed” [OK]. Displayed data will be shown as hyperlink On clicking on the record(having value), popup window will be displayed. Batch Detail window on item scan will open in display mode. Window will display details of Batch/Serial information for the respective batch
Validations : Quantity for serial managed items must be Scan Unit for that item. Serial Number can not repeat for an item. ”Duplicate serial number is not allowed for an item.” Batch/serial details are not required for items where, inventory tracking = item wise. ”Batch/Serial details are not applicable for this item”. Note: batch/Serial details include, batch/serial number, pricing information and expiry information.
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title | Impact of Batch/Serial functionality on DC against Order |
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| - Items will be populated from the Order.
At the base grid, Delivery Qty. should be less than Available Batch/Serial Qty. and Pending Order Qty. If Delivery Qty. > Available Batch/Serial Qty., Error Message: "Delivery Qty. cannot be greater than Available Batch/Serial Qty. <qty>." [OK] If Delivery Qty. > Pending Order Qty., Error Message: "Delivery Qty. cannot be greater than Pending Qty. <qty>." [OK] In DC against Order, Unique records to be populated for Combination of I Code, Batch/Serial no. & Order no. If above combination is already present in the base form, then append the qty., otherwise add a new row in base form.
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title | 1. Select Order Mode |
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| - Click on the Select Order Items.
- Order Mode window will open.
- Select how the items will be populated - Select an order and populate all the pending item or Select an item and populate all Pending orders.
- Select an order and populate all the pending item:
Select the Sales Order from the drop down list. Tip |
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Note: Transporter and Agent are not mandatory fields. If the Transporter is not present, the Sales Order will be listed as per Agent and vice versa. If both Transporter and Agent are not present , then the Sales Order will be populated as per selected Destination Site. |
- You can select your choice of scanning - Item barcode or Set barcode.
- Enter the barcode of pending Item or Set present in the selected Sales Order.
Click on the Show Item button. Warning |
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After opting for Select an order and populate all the pending item, if you put an item barcode in the Scan Barcode field, you will get a warning message - "Please select an order to display items." |
- That particular item will be populated. If you do not scan any barcode then all the pending items, present in the selected Sales order, will be populated.
- Select an item and populate all Pending orders:
- Scan the Item or Set barcode from the Item Barcode field and press Enter key.
- Scanned item will be populated with Order No., Item Description, Rate etc in which the item is present.
- You will get Search Criteria like Divisions , Sections, Category etc. to search particular item from the list.
- Select one or more than one of them from the list.
Put in the Delivery Oty. You can click on the Deliver all Pending Qty. button to populate all the pending quantity in the Delivery Qty. field. Tip |
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Note: In case of set selection, if Set Item's Delivery Qty. exceeds Pending Qty. then Excess Set Delivery window will open. Total item quantity present in the selected set is displayed in the Delivery Qty. field. If you confirm to proceed with excess quantity then the order quantity will be amend with the excess quantity. Otherwise you have to reenter the Delivery Quantity and proceed again. |
- Click on the Populate button.
All the selected items will be listed with Rate, Deliver Qty., Pending Qty., Amount in the Item Information section. Info |
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id | Impact of Batch/Serial functionality on Order Mode Flow |
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title | Impact of Batch/Serial functionality on Order Mode Flow |
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| - Three new columns have been added in the Order Mode → Item Information grid: Batch/Serial No., Mfg. Date and Valid Upto
All column types are “View only”, i.e. no modification is allowed. Columns have been added after Item description. The columns are hidden by default but can be visible by selecting from the column chooser.
- Select a Document and populate all pending Items
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| Click on the FIFO Mode. FIFO Mode window will open.
You will get two filters - Transporter and Agent. You can select the items which is present in the selected Transporter and Agent through Select Item, Scan Item and Import Barcode. - The selected Item or Set will be populated in the Item Information section.
You can modify the quantity by putting the desire quantity in Assign Quantity field. Tip |
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Note: Assign Quantity must be less than or equal to Pending Quantity. If the Assign Quantity is more than the Pending Quantity, then you will get an error message beside the item - "Delivery Quantity cannot be more than Pending Quantity." |
- Click on the Populate button.
The item(s) will be populated with Order No., Rate, Item Description etc in the Item Information section of the Delivery Challan (Against Order) window. Info |
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id | Impact of Batch/Serial functionality on FIFO Mode |
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title | Impact of Batch/Serial functionality on FIFO Mode |
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| Three new columns have been added in the grid - Batch/Serial No., Mfg. Date and Valid Upto All column types are “View only”, i.e. modification is not allowed. - The columns are hidden by Default.
Changes in column selection are retained in grid state.
On Scan behaviour Only ICODE scanned: Open a Batch or Serial selection window/or auto populate as the case may be. (Behaviour of this section would be similar to Scan item → Automatic mode; Only those pending batches to be displayed that exists against the picklist for the scanned item). ICODE + BATCH/SERIAL: window will not open for selection instead system will auto populate the batch/serial number in the grid. On Set Scan: Multi item Batch/Serial selection window to open for on scanning item set. (Only those pending batches to be displayed that exists against the picklist for the scanned item).
On Import Barcode Search Criteria: On clicking on Search button, As in current scenario, all items along with batch/serial details, according to search criteria gets populated in the item information grid. On clicking populate, System will auto setoff the order and populate along with the batch/serial number in the main item grid.
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The validation occurs in the following order - Negative stock check > Delivery of expired items |
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title | 3. Alternate Order Items |
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| User can deliver one or multiple items against a specific order, where items belong to the same article but are different from the item(s) ordered. Tip |
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Note: User can access Alternate Order Item mode only if that user has enabled the setting - Allow selection of Alternate Item in Delivery Challan. |
- Click on the Alternate Order Item.
- Alternate Mode window will open.
- Order Item Details:
- Select the Sales Order for which alternate item(s) to be delivered.
- Select the item(s) against which alternate item will be delivered.
- Item Name, Article, Pending Qty., Rate will be populated.
- Matching Receive Item: This section is used to select different items to be delivered against the above selected order item.
- Select the delivery item(s) through Select Item, Scan Item, Create Item etc.
- The items will be populated in the grid.
- Total Number of items and total Amount of items will be calculated and populated.
- Click on the Populate button.
The selected items will be populated with Order No., Rate, Item Description etc in the Item Details section. Info |
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id | Impact of Batch/Serial functionality on DC Ag. Order - Alternate Mode |
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title | Impact of Batch/Serial functionality on DC Ag. Order - Alternate Mode |
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- Three new column has been added in the Matching Delivery Item grid: Batch/Serial No., Mfg. Date and Valid Upto
All column types are “View only”, i.e. no modification is allowed. The columns are hidden by default but can be visible by the column chooser. Changes in column selection are retained in grid state.
Workflow: Clicking populate behaviour Item grouping logic Barcode wise - Batch No. Wise - Order No. wise - Rate wise.
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The validation occurs in the following order - Negative stock check > Delivery of expired items. |
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- Total No. of Item, Total No. of Qty and Basic Value will be calculated and populated.
- If you click on the Image Modified button left side of the populated item, you will get two option in the drop down list - Delete Record and View Properties.
- Delete Record: You can delete the populated item from the list as per your requirement.
- View Properties: You can check the item details by clicking on this option. It will open the Item Master window but you cannot edit any details.
- You can put in the Remarks for the Delivery Challan in Others section.
Now click on the Save button. If the selected items have Negative or Zero stock, you will get a Warning - Negative Stock Alert! window. There are two options - Ignore and Cancel. If you click on Ignore, the Delivery Challan will be saved with negative stock. If you click on Cancel, then you will get back the Item Information section to remove the Item(s) and re-select item(s) without negative stock.
If the customer exceed the credit limit set in the Customer Master and if the Credit Verification Failure Alert Method is set as Warning, then you will get a alert message - "The Customer is either exceeding the Credit limit or the Overdue limit. Do you want to proceed?".
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Note: The profile security - Credit Verification Failure Alert Method have following three value: - Stop: If profile value is set as Stop, then generate alert with options - Alert: "The Customer is either exceeding the Credit limit or the Overdue limit. Cannot Proceed!" and stop execution.
- Warning: If profile value is set as Warning, then generate alert message - "The Customer is either exceeding the Credit limit or the Overdue limit. Do you want to proceed?".
- Ignore: If profile value is set as Ignore, then do not get any message and proceed to save.
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- If you click on Proceed, the Delivery Challan will be generated and you will get a message - "Document <DC No.> saved successfully. Packet Barcode: <Barcode No>".
After saving the Delivery Challan, you will get a Packet Panel. In this panel, you will get the packet details like Packet No., Packet Barcode, Total Item Quantity.
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Note: After saving one Delivery Challan, the Customer details section in the header part will remain same. You can create more than one Delivery challan for one customer. |
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