Purchase Delivery Notes

Purchase Delivery Note is used to enter the wholesale or retail sales delivery notes issued by the seller in return for the purchased goods or services. It is necessary to make a purchase record for all physical goods added to inventories.

Route: ERP > Sales-Distribution > Shipment-Logistics > Purchase Delivery Note

Purchase Delivery Note XML Settings

If Yes is selected, only consignment type delivery notes are allowed to be selected when selecting delivery note in consignment transactions. E.g; Even if you are authorized for the goods receipt transaction type, this transaction type will not appear in the update.

2 - Project control in consignment transactions

If Yes is selected, the following checks are made regarding the project in consignment returns; If a project is selected on the consignment note, it is checked that the same project is selected in the return process. If a project is not selected on the consignment note, it is not allowed to select a project in the return process. When more than one consignment delivery note is requested to be returned, it is checked that the same project is selected for all of them.

3 - Move the delivery date on the order line to the delivery note

This selection is included in the Purchase/Sale delivery note detail and in the Purchase/Sale order selection popups. In the standard, the delivery dates on the order lines are reflected on the delivery note. Companies that do not want to reflect this on the delivery note should choose no in the order selection popups in the delivery note details and delivery note details. Since the delivery date is also used as the expiry date in the receipt, companies that want to use the expiry date can adjust this parameter according to their own usage.

4 - Check the order date

It checks that the invoice date is not before the order date.

5 - Should product change control be carried out in fixed asset returns?

When Yes is selected, the quantities are checked in the lines for product change control in the delivery note with the inventory return receipt.

6 - Should product change control be carried out in transactions made on the return screen?

When Yes is selected, if the document is a document that has been converted to a delivery note, product change control is performed regarding the quantities in the lines.

7 - Change the subscription in fixed asset returns?

When Yes is selected, the subscription can be changed in the delivery note with the inventory return receipt.

8 - Should transaction type controls be carried out in fixed asset returns?

If it is selected as yes, the transaction type of the transaction with the inventory return receipt cannot be changed, and if it is a transaction type that does not record the inventory return receipt, it cannot be changed with a transaction type that records the inventory return receipt.

9 - Do transaction type checks?

If yes, updating between transaction types with different PROCESS_IDs is prevented.

10 - Show install location?

When it is selected as Yes, it is ensured that the address from which the product is purchased from the current address is selected from the "Loading Location" field.

11 - Should the associated delivery note be mandatory in the consignment return process?

If it is selected as Yes, an associated delivery note must be selected in order to process the consignment return issue.

12 - Is serial number check mandatory?

If it is selected as Yes, it is obligatory to enter the serials of the products with serial tracking.

13 - Should I receive a service application?

It brings service applications according to the selected current.

14 - Show the process?

If yes, the process selection will appear on the page and the relevant stages can be selected.

15 - Warehouse location authorization

If all locations are selected, all locations can be selected regardless of authorization controls.

Purchase registration can be made by selecting the following documents from the “Transaction Type” section on the Purchase Delivery Note Registration screen;

• Consignment Exit Return Delivery Note
  It is the delivery note you create for your returned consignment products.

• Consignment Input Delivery Note
  During the shipment of the consignment goods, the delivery notes issued by the other party are entered into the system with the consignment entry delivery note.

• Purchase Delivery Note
  It is the transport document of the products received from the seller or from the warehouse. Goods inputs are made with the goods receipt delivery notes.

• Producer Delivery Note
  It is used to purchase goods from first and second-class merchants and farmers who are not subject to real tax.

• Retail Sales Return Delivery Note
  This type of transaction is used for the shipment of the products to be returned.

• Inventory Entry Transaction (Service)
  If an entry is made to the inventory for the services provided, this is done through this transaction type.

• Wholesale Return Delivery Note
  This type of transaction is used for the shipment of the products to be returned.

• Input from Producer Delivery Note
  Products from the manufacturer enter the inventories with this type of transaction.

Purchase Delivery Note Definitions

2-Transaction Type: This field is used to select the type of purchase document you have prepared. A list of all the documents we have mentioned above is displayed in this area within your authorization. Click on the field and select the type of document you are editing from the list.

3-Current Account: This field is used to select the supplier from which the purchase is made. Select the relevant supplier from the list by clicking the three dots next to the field.

IMPORTANT: In order for the supplier to be displayed in the current accounts list here, it must be marked as “Dealer” on the Accounts card and the relevant accounting account definitions must be made for the current financial period.

4-Contact Person: Current Account / Contact Person field refers to the company official belonging to the account, the name of the customer representative selected in the upper field is displayed here.

5-Received By: It is used to add the person who received the product.

6-Order: The order field is used to specify the relevant purchase order in the preparation of wholesale or retail delivery notes. Received purchase orders of the current account are displayed in the selection list in this field. If the order is selected, the information in the order will be transferred to the delivery note.

7-Delivery Note Number: The Delivery Note Number field record is used to write the number of the document entered. This field must be filled.

8-Delivery Note Date: The delivery note date field represents the date the delivery note was prepared.

9-Transaction Date: The date of the transaction will come automatically.

10-Subscription No: If you are processing a delivery note associated with a subscription, you can select the relevant subscription from here. 

11-Service Application: If the transaction is made for a service application, for example, if you are purchasing a spare part based on a service application for a machine repair, you can associate the relevant service application with the delivery note from this field. With this association, all related delivery notes can be accessed from within the relevant service record.

12-Project: The project to which this purchase delivery note is related is selected in the project field.

13-Additional Info: In this field, additional information about the delivery note, if any, is defined.

14-Actual Shipping Date: The date and time to be shipped are determined.

15-Warehouse: The warehouse area is used to select the warehouse or location where the product will be delivered. Select the name of the warehouse/location where the goods are delivered by clicking the icon next to the field.

16-Shipping Method: The method of shipping the goods in question is selected.

17-Loading Location: The address defined for the current account (supplier) will be automatically displayed in the loading location information field. If there is more than one address connected to the current, click the icon next to this field and click on the link of the relevant address from the list.

18-Reference: If there are relevant references, they are indicated in this field.

19-Explanation: In this field, a description of the delivery note is entered.

20-Cancel Delivery Note: When you select this box and say “Update”, the delivery note will be canceled. When the delivery note is canceled, the inventories will be restored as if this process never happened.

Tip: If the return type transaction category is selected, the delivery note field will appear. In this way, which delivery note is being returned can be selected and tracked.

The use of the basket area is as follows;

To add products to the basket, click the "+" icon at the beginning of the basket line. A list of products will appear. From here, select the products one by one by clicking on their units. You can also add products to the basket by typing the inventory code, barcode, or serial number and pressing the "enter" key.

You can change their amount manually. Then click the “Save” button. The purchase record you have added must be filled with the relevant document number, document name, date, etc. will be added to the "Inventory Transactions" list together with its information.

For detailed information about using the Basket, you can review the Basket Settings and Usage document.

NOTE: If the delivery note you have entered is linked to the order and the relevant order is selected on the delivery note, the products in the order will automatically arrive in the basket.

The following operations are performed with the help of the links in the upper right;

Delivery Note Distribution: If the products in the purchase delivery note will be transferred to different warehouses, the relevant locations can be selected by clicking on the Delivery Note Distribution link. On this screen, when you select the warehouse and shelf in the line of the relevant product and click the "Save" button, you accept the product to the warehouse and shelf you specified. You can also view the delivery note information that has been distributed.

Inventory Transactions: This link takes you to the inventory transactions page.

With the help of other links, you can view the additional information of the delivery notes, related notifications, detail page, and perform operations such as printing, saving, adding a new delivery note.