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Fulfillment from Order

In the header of the delivery note, by pressing the button Expected deliveries, the form will open where it is possible to filter the orders related to the customer of the document.

Through this procedure, it is possible to create a delivery note from the fulfillment of the corresponding order. It is then possible to enter the items into the delivery note, fulfilling either completely or partially an entire order or a line item.

To use this procedure, there are some initial conditions that must be met:

  • The supplier of the orders must be the same as the delivery note;
  • The order you want to fulfill must have the flag Printed set;
  • The document types must be compatible.

Procedure:

The filters for supplier and currency will automatically be carried over based on the supplier selected in the delivery note.

Once all desired Filters are set, clicking the Search button will display a row in the grid for each printed and unfulfilled order, or partially fulfilled.

NOTICE

The procedure retrieves all data present in the order, and as a consequence, the conditions present in the order will also apply, even if these have currently changed.

In the results grid, the user then has the option to:

  1. select the entire order. To do this, simply select the flag present at the beginning of the order row.
  2. select only some of the Items proposed. To do this, simply select the flag present at the beginning of the item row.
  3. select only some items but only for a specific quantity. In this case, the user will need to modify the quantity to fulfill.

To complete the procedure, click the Transfer button, which will retrieve all the data present in the order and will report it in the delivery note.

Specific buttons:

Search allows you to apply the search filters to the entire database of entered and not yet fulfilled or only partially fulfilled orders.
Transfer allows transferring the selected items in the underlying window to the grid of the Work Account delivery note's Delivery tab.
Expand allows expanding the entire tree of orders in the underlying grid to view the items contained in them.
Collapse allows compressing the view of item rows, displaying only the order rows.
Select all allows selecting all items from the list.