Confirming dispatched items

After the dispatch note has been produced and the items received by the customer, you can confirm the amounts dispatched are correct, or make any amendments to the record as necessary. To do this, use the Inventory Dispatch Confirmation (IDC) form.

Specify this information:
Dispatch Transaction Reference

The reference for the dispatch transaction as shown on the dispatch note.

Sales Order Reference

The transaction reference of the original sales order.

Dispatch Transaction Line

The number of the line on the dispatch note.

Quantity Dispatched

The quantity dispatched. This may differ from the amount originally ordered.

Quantity Delivered

The quantity delivered to the customer. This may differ from the amount shown in the Quantity Dispatched field.

Unit of Dispatch

The unit that the item was dispatched in.

Status

Each static data record contains a status code that determines the current processing status of the record. A status is assigned to each static reference record, for example to every account, asset, customer and supplier. It determines the current processing status of the record.
- Open - this status is set automatically when you add a new record, for example, if you create a new account. Open items are available for input, inquiry, processing and reporting.
- Hidden - a record with a hidden status does not appear on any inquiries but is available for input, processing and reporting.
- Suspended/Held - a suspended record.
- Closed/Completed - a closed record cannot be used for input or processing. For example, you cannot post transactions to a closed account or analysis code.
You can alter the status of a record at any time. You must use the options on the Action menu to change the status.

Item Code

The code for the item.

Short Heading

The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.

Description

The full name or description of the data item or record. This is used to identify it on reports and inquiries.

Item Type

The type of item defined on the item master. Types are: Goods, Service and Charge.

Sales Order Line Number

The number of the line on the original sales order.

Batch Control

Indicates whether or not the item is batch controlled.

Customer Code

The code for the customer.

Customer Name

The name of the customer.

Email Address

The customer's e-mail address, if applicable.

Batch Reference

The batch reference applied for traceability purposes as defined in Batch Reference Setup (BRS).

Expiration Date

The expiration date for the batch. You can obtain the audit trail history of expiry dates for the batch. This is available from the Batch Reference Setup (BRS) function.
The following options are available from the Action menu:

Confirm Line

This confirms the dispatched items for the selected line only.

Confirm All

This confirms all the lines on the dispatch note.
Note: Once all lines on the dispatch note have been confirmed, you are prompted with a message asking you whether or not you wish to print a supplementary dispatch note.

Manual Allocations

This displays the Manual Inventory Allocations form if this is required.

Serial Numbers

This displays the Manual Inventory Allocation Assign Serial Number form which enables you to assign and unassign serial numbers as required if the item is serialized.

Supplementary Print

This displays the Document Format form which enables you to print a supplementary copy of the dispatch note.
Save your changes.