Direct delivery
Description
The goods delivered directly to the customer can be entered in the direct delivery mask. If the order is assigned, the delivered quantity is also noted on the order items.
Functionality
Input window
This window is used to maintain direct deliveries. You can select a direct delivery by entering the desired number in the Number field and confirming with RETURN. If you want to call up the list window, you can select the menu item "Search". When posting a direct delivery document, the posting date is saved. The posting must be made manually, otherwise the subsequent departments could process incomplete data.
Direct deliveries that should not be entered can also be removed from the list of open order items using the function Release incoming invoice.
| Menu item | Description |
|---|---|
| Edit | - |
| : Create new direct delivery | Create new direct delivery |
| : Save direct delivery | The changes in the opened direct delivery are saved. |
| : Delete direct delivery | - |
| : : This direct delivery | Delete current direct delivery |
| : : All unposted direct deliveries without positions | Delete all unposted direct deliveries without item |
| Print direct delivery | Opens the printer window for the opened direct delivery. |
| Further processing | - |
| : : Booking | Direct delivery document is posted, that is, the direct delivery quantity is entered in the preceding order item as a delivered and staged quantity. |
| : : Cancel booking | Takes back the booking and thus the quantity adjustments to the previous order |
| : : Create return document | Return documents are generated from the selected items. A new return document header is created. |
| : : Extend return document | Return documents are generated from the selected items. A return document opened in the background is extended by the selected items |
| : Positions | - |
| : : Insert | Insert direct delivery items |
| : : Edit | Edit selected direct delivery items |
| : : Delete | Delete selected direct delivery items |
| : Notes | Create/edit notes |
| : distribution list | see distribution list |
| : document history | Opens the document history for the opened direct delivery |
| : Display logistics account | Display logistics account |
| : Create new quality assurance | Create new quality assurance from the selected direct delivery items/ from the direct delivery. |
| Close | Close window |
| Search | Call up list window |
| Symbol | Description |
|---|---|
 | Create new direct delivery |
 | Save direct delivery |
 | Delete direct delivery or all direct deliveries without items. |
 | Print direct delivery |
  | Create/edit notes |
 | Edit distribution list |
 | Display document history |
 | Show logistics account |
 | Create new quality assurance from the marked direct delivery items / from the direct delivery |
 | Create new return document |
 | extend existing return document |
| Field | Description |
|---|---|
| Number | Direct delivery note number |
| Country | Country of origin |
| Entrance | Date of direct delivery |
| Booked | Date of booking, remains blank if the direct delivery has not yet been booked. |
| Editor | Selected editor |
| Forwarding agent | Selected forwarding agent |
| Delivery note | Number of the delivery note of the forwarding agency |
| Statistical period | The statistics period into which the document is posted. You can only post to periods that have been started. Existing documents can only be changed within started periods. |
| Direct storage | Indicates whether the direct delivery is a direct putaway. |
| Positions | Listing of direct delivery items |
| button | Description |
|---|---|
| Items | |
| Insert | Opens the input window for a direct delivery item |
| Remove | Removes the selected direct delivery item from the list. |
| Action | |
| Back | The window closes without saving any changes. If you want to save the changes, you must press the "Save" button. |
| Book | The displayed direct delivery is booked. |
| Delete | Delete direct delivery or all direct deliveries without items. |
| New | The input window is cleared. |
| Save | Changes to the direct delivery are saved. If no changes have been made, the button is locked. |
List window
Used to list direct deliveries.
| Menu item | Description |
|---|---|
| Edit | - |
| : Search | - |
| : : Perform multiple search | Perform multiple search: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time. |
| : : Reset list | Reset direct delivery list |
| : Create new direct delivery | Create new direct delivery |
| : Edit direct delivery | The selected direct delivery is opened in the input window. |
| : Delete direct delivery | One or more selected direct deliveries are deleted without prompting. |
| Print direct delivery list | Opens the printer selection window for the displayed direct delivery list. |
| : Notes | Notes for the selected direct deliveries can be created and viewed here. |
| : Edit distribution list | See distributionlist |
| : Copy to clipboard | Copy list with direct deliveries to the clipboard |
| : Close | Close window |
| Symbol | Description |
|---|---|
 | Perform multiple searches: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time. |
 | Reset direct delivery list |
| Create new direct delivery |
 | Process direct delivery |
 | Delete direct delivery |
 | Print direct delivery list |
| Create/edit notes |
| Edit distribution list |
 | Copy all direct deliveries to the clipboard |
| Field | Description |
|---|---|
| Number | Direct delivery note number |
| Date | Date of receipt |
| Booked | Booking date |
| Forwarder | Freight forwarder |
| Delivery note | Number of the delivery note of the forwarder |
| Country | Country of origin |
| button | Description |
|---|---|
| Back | The window closes. |
| Delete | The selected direct delivery is deleted. |
| New | An empty input window opens. |
| Edit | The current direct delivery is displayed in the input window. |
Selection window
This window is used to select a direct delivery.
| Menu item | Description |
|---|---|
| Edit | - |
| : Search | - |
| : : Perform multiple search | Perform multiple search: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time. |
| : : Reset list | Reset direct delivery list |
| : Close | Close window |
| Icon | Description |
|---|---|
| Perform multiple searches: All fields marked in blue are included in this search. With the multiple search it is possible to search for several criteria at the same time. |
| Reset direct delivery list |
| Field | Description |
|---|---|
| Number | Direct delivery note number |
| Date | Date of receipt |
| Booked | Booking date |
| Carrier | Freight forwarder |
| Delivery note | Number of the delivery note of the forwarder |
| Country | Country of origin |
| button | Description |
|---|---|
| Back | The selection is cancelled. |
| Select | The selected direct delivery is taken over. |
Related topics
Technical Documentation
Overview
Structure like goods receipt modules:
- Booking
The document is posted according to the transaction description (EDIT_DIRECT_SHIPMENT, EDIT_DIRECT_SHIPMENT_BACK). The posting must be done manually, otherwise the subsequent departments could process incomplete data. Changes to direct deliveries are now only taken into account in the items.
Direct delivery provider module
Module name
cxDirectShipment.mod
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| DIRECT_SHIPMENT_CHANGED | Direct delivery object | Direct supply has been changed | |
| DIRECT_SHIPMENT_CREATED | Direct delivery object | Direct supply was generated | |
| DIRECT_SHIPMENT_DELETED | Direct delivery object | Direct delivery was deleted |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| EDIT_DIRECT_SHIPMENT | NULL or direct delivery object | Call up input window for direct delivery | Direct delivery editing app |
Direct delivery editing app
Module name
directShipmentEdit.app
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| COMMENT_CHANGED | Object | Comment has been changed | |
| EDIT_DIRECT_SHIPMENT | NULL or direct delivery object | Call up input window for direct delivery | |
| EMPLOYEE_SELECTED | Employee object | Employee was selected | |
| FORWARDER_SELECTED | Forwarding agent object | Forwarding agent was selected | |
| DIRECT_SHIPMENT_CHANGED | Direct delivery object | Direct supply has been changed | |
| DIRECT_SHIPMENT_CREATED | Direct delivery object | Direct supply was generated | |
| DIRECT_SHIPMENT_DELETED | Direct delivery object | Direct delivery was deleted | |
| DIRECT_SHIPMENT_ITEM_CHANGED | Direct delivery item object | Direct delivery item was changed | |
| DIRECT_SHIPMENT_ITEM_CREATED | Direct delivery item object | Direct delivery item was created | |
| DIRECT_SHIPMENT_ITEM_DELETED | Direct delivery item object | Direct delivery item was deleted | |
| DIRECT_SHIPMENT_REGISTER_UNIT_TABLE |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| DELETE_DIRECT_SHIPMENT_ITEM | |||
| EDIT_CARBON_COPY | |||
| EDIT_COMMENT | Object | Open the input window for comments | Comment editing module |
| EDIT_DIRECT_SHIPMENT | NULL or direct delivery object | Call up input window for direct delivery | Direct delivery editing app |
| EDIT_DIRECT_SHIPMENT_ITEM | |||
| EDIT_STOCK_ACCOUNT | |||
| LIST_DIRECT_SHIPMENT | Open list window for direct delivery | Direct delivery list app | |
| PRINT_DIRECT_SHIPMENT | |||
| DIRECT_SHIPMENT_CHANGED | Direct delivery object | Direct delivery was changed | |
| DIRECT_SHIPMENT_CREATED | Direct delivery object | Direct supply was generated | |
| DIRECT_SHIPMENT_DELETED | Direct delivery object | Direct delivery was deleted | |
| SELECT_EMPLOYEE_WITH_USER | |||
| SELECT_FORWARDER | |||
| SHOW_PREVIEW | Widget | Print Preview | Print Preview |
| SHOW_TXN_HISTORY |
Direct delivery list app
Module name
directShipmentList.app
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameter | Function | Security |
|---|---|---|---|
| DIRECT_SHIPMENT_CHANGED | Direct delivery object | Direct delivery has been changed | |
| DIRECT_SHIPMENT_CREATED | Direct delivery object | Direct delivery was created | |
| DIRECT_SHIPMENT_DELETED | Direct delivery object | Direct delivery has been deleted | |
| LIST_DIRECT_SHIPMENT | Collection direct delivery objects or NULL, recipient of the response. | Call list window for direct delivery |
| Message | Parameters | Function | Receive module |
|---|---|---|---|
| EDIT_DIRECT_SHIPMENT | NULL or direct delivery object | Call input window for direct delivery | Direct delivery editing app |
Direct delivery selection app
Module name
directShipmentSelect.app
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| DIRECT_SHIPMENT_CHANGED | Direct delivery object | Direct supply has been changed | |
| DIRECT_SHIPMENT_CREATED | Direct delivery object | Direct supply was generated | |
| DIRECT_SHIPMENT_DELETED | Direct delivery object | Direct delivery was deleted | |
| SELECT_DIRECT_SHIPMENT | Collection direct delivery objects or NULL, recipient of the response | Call up selection window for direct delivery |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| EDIT_DIRECT_SHIPMENT | NULL or direct delivery object | Call up input window for direct delivery | Direct delivery edit app |
| DIRECT_SHIPMENT_SELECTED | Direct delivery object, recipient | Direct delivery was selected |
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