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Sales Delivery

Sales-Menu

All OIM/Invoices from Microsoft Dynamics GP are accessible in the menu.

List View

Sales-List

1️⃣ Search functionality

2️⃣ Customer-specific search option

3️⃣ Product-specific search option

4️⃣ Calendar View

5️⃣ Pivot View

6️⃣ Graph View

Form View

Sales-Form

1️⃣ OIM/Invoice status indicator

2️⃣ OIM/Invoice document number

3️⃣ Microsoft Dynamics GP information retrieval option

4️⃣ Supplementary information from Microsoft Dynamics GP

5️⃣ Delivery initiation button

Step 1: Process Initiation

This process is initiated by the TCS team based on sales invoices.

Assign OIM/Invoice to Delivery

  • Navigate to the Sale menu and locate the required OIM/Invoice. Assign
  • Select the OIM/Invoice for delivery assignment.
  • Alternatively, multiple OIMs/Invoices can be selected simultaneously as illustrated below: Multi-Select
  • Click the Confirm button. Confirm-Assign
  • Enter the Partner Reference and other required details.
  • Click the Assign button to complete the assignment.

Step 2: Physical Delivery

Execute the physical delivery of items from pallets according to the record and validate the delivery.

Validate Delivery (Warehouse Team)

  • Navigate to the Inventory menu. Inventory
  • Select Delivery from the options.
  • Locate the delivery order (searchable by OIM/Invoice Number or Partner Reference Number).
  • Assign Lot/Serial number: Allocate
    • 1. Click on Assign Lot/Serial number.
    • 2. Click on Add a line.
    • 3. Select the appropriate Lot/Serial number line.
  • Click Save to preserve your changes.
  • Click the Validate button to confirm the delivery. Validate

Step 3: Process Completion

  • The status will update to Done upon successful validation.
  • Click the Print button to generate a Delivery Slip. Print
  • The system automatically updates inventory records.
  • Based on the completed delivery, the system generates a Transfer Entry (Delivery Note) in Microsoft Dynamics GP - On Discussion