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Purchase delivery note (or commonly known as shipping delivery note) is an official document issued to document the content, quantity and physical delivery of a purchased good during its transportation from one place to another or at the time of delivery. This document, prepared by the seller and sent with the product, is recorded as "Purchase Delivery Note" for the business receiving the goods (buyer).

What is Workcube Receipt Note?

In the Workcube ERP system, it is a business object that records the entry of physical products from external suppliers or subcontractors into the warehouses within the enterprise in accordance with legal regulations (VUK, e-Delivery Note, etc.) and in-company processes. It works directly on the stock table in the Workcube data architecture.

This business object has a multi-layer integration network in the Workcube architecture:

Purchasing Management: It ensures that open purchase orders are transferred to the delivery note stage and closed with balance control.
Warehouse. and Stock Management: Provides a positive reflection of the stock amounts of incoming goods on the basis of warehouse, location and shelf number.
Finance and Accounting: It prepares the ground for invoice matching of dispatched deliveries and triggers temporary account movements.
CRM and Service Management: Customer returns, It manages part entries made within the scope of service acceptance processes and subscription agreements.

The Importance of Purchase Note Entry for a Business

Digitalizing receipt processes and managing them on Workcube provides the following benefits to businesses at operational, financial and strategic levels:

Real-Time Stock Accuracy:By instantly reflecting the accepted products to the stock quantities, incorrectly usable stock information is prevented in sales channels.
Leakage and Error Prevention:By matching the supplier order with the actual delivery quantities, the acceptance of incomplete or excess deliveries is prevented, and supplier performance measurement is automated.
Fully Compliant with the Legal Legislation Compliance: Working fully integrated with e-Delivery Note processes in GIB standards, it reduces legal risks to zero during goods acceptance.
Cost and Profitability Analysis: Accurate recording of material entry costs, additional expenses (freight, customs, etc.) and line-based discounts ensures accurate calculation of product costing.
Full Traceability:Quality management processes are secured by requiring Lot/Party No. and Serial No. tracking, which are of critical importance in sectors such as food, pharmaceuticals, chemicals and automotive, at the time of goods acceptance.

Process Flow / Life in Workcube Cycle

The following table summarizes the standard lifecycle of a goods receipt / receipt process on Workcube ERP:

Stage	Related Module / Document	Description
1. Request & Order	SD / Purchase Order	The required products are ordered to the supplier and passed through the approval mechanism.
2. Goods Acceptance / Control	Warehouse / Goods Reception Area	When the products reach the warehouse, the quantity, damage status and order compliance are physically checked.
3. Delivery Note Entry	Stock / Goods Purchase Delivery Note	Physical delivery note is entered into the system. By selecting the order, the relevant open order lines are called to the delivery note. Or the delivery note is recorded by entering lot numbers, shelf information and additional costs, if any. Stock balances are updated.
4. Invoice and Closing	Finance / Purchase Invoice	The delivery note is converted into an invoice and the current account is debited and the accounting vouchers are automatically is produced.

What Should Be Considered When Managing Receipt Note Transactions?

A. Current Based Delivery Note Number Uniqueness

In accordance with the Tax Procedure Law (VUK) and legal audit, two different records should not be entered with the same delivery note number from the same supplier. Workcube prevents duplicate recording by performing these checks in the background.

B. Accounting Period Lock and Date Consistency

Entering the delivery note date, actual shipment date and transaction date parameters correctly is essential for financial reporting. With period control, Workcube prevents the user from making unauthorized retrospective or prospective transactions outside the active accounting period.

Risk: Issuing delivery notes to closed accounting periods or incorrect fiscal years causes serious inconsistencies in provisional trial balances and inventory cost analyses.

C. Lot / Serial Number and Traceability Integration

If the product is tracked as "Lot" or "Serial Number" during the goods acceptance, it is mandatory to enter the relevant lot numbers into the system on the delivery note lines or to complete the serial number operations. Entries made without entering lot information make it impossible to trace back defective products in the future.

D. Order Balance Control and Partial Delivery

In case orders are shipped in parts (Partial Delivery), the order quantity called to the delivery note must not exceed the remaining quantity in the order. Accepting more goods than the order quantity causes purchasing budget overruns and unplanned filling of warehouse areas.

E. Inter-Period Consignment and Return Relations

Delivery note types and associated delivery note information of products received on consignment or processed for return must be fully defined. Workcube has a dynamic basket structure that supports consignment processes and subscription-based special goods acceptance. In order for consignment transactions to proceed properly, xml settings must be configured beforehand.

Receipt Note Details

Consignment Transactions
- Having the transaction type checked based on xml is allowed to select only consignment type delivery notes when selecting the delivery note in consignment transactions. For example; Even if you are authorized for the goods purchase delivery note transaction type, this transaction type will not appear in the update.
- If the consignment is under project control, if the project is selected on the consignment issue delivery note, it is checked that the same project is selected in the return process. If a project is not selected on the consignment delivery note, it is not allowed to select a project in the return process. When more than one consignment issue delivery note is requested to be returned, it is ensured that the same project is selected in all of them.
The delivery date is included in the line in the Purchase/Sale delivery note detail and Purchase/Sale order selection popups, and the delivery dates in the standard order lines are reflected on the delivery note. Companies that do not want to reflect this on the delivery note should select no to have the dates reflected on the lines in the delivery note details and order selection popups in the delivery note details. Since the delivery date is also used as the expiration date on the purchase delivery note, companies that want to use the expiration date can adjust this parameter according to their own use.
Delivery Note Distribution: If the products on the purchase delivery note will be transferred to different warehouses, they can be distributed to the relevant locations with Delivery Note Distribution. For this, the store/locations in the document and the line must be different.

Purchase Delivery Note Job Functions and Implementation Steps

Bu ekranı %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Shipping Methods / settings.form_add_ship_method Param Wiki

İşleyişe bağlı olarak sevklerin nasıl yapılacağını belirlemek için sevk yöntemleri tanımlanır.

Purchasing Delivery Note Basket Arrangement,Page Designer / stock.form_add_purchase Page Designer Wiki

Satın alınan mal karşılığında kesilen irsaliyelerdir. Stoklara giren tüm fiziki mallar alış irsaliyeleri sayesinde stok hareketlerine kayıt atması sağlanarak stok takibi yapılması için kullanılır.

Purchase Delivery Note,Page Settings / stock.form_add_purchase Xml Setup Wiki

Process Design,Purchase Delivery Note / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

Consignment Entry Delivery Note Transaction Category / settings.list_process_cats Process Cat Wiki