Tab Deliveries is available only for items of Merchandise type. It is divided into the following sections:

• Quantity
• Features
• Subitems
• Lots/Deliveries (the last one is available only for documents for released items).

Sections: Quantity, Features and Subitems are composed of fields identical with those in the tab General. All the changes entered in tab General are synchronized onto the tab Deliveries and the other way around.

Handling of resources on document item

In section Subitems in the form for adding items to documents for released items, next to the table of subitems, there additionally appear fields enabling decreasing (in the case of SI and R) as well as disassociation (in the case of SO) of the resources transferred from a warehouse into a document.

To do so, it is necessary to:

• check a relevant subitem
• enter the quantity which needs to be returned in field Value
• click on the button with down-arrow – [Return]

The resource will be returned to a warehouse again increasing its stock level. In the event when the items in a SO document are not associated with a resource, the system will not undertake any action – it will not decrease the quantity of subitems, however, if the subitems are associated with a specific resource, such association will be deleted, the resource will be returned to a warehouse, but the quantity of subitems will remain unchanged.

For SO and IO documents is available an option of total releasing of resource from many uncompleted subitems at the same time. In order to use it, it is sufficient to mark appropriate subitems and click on the button [Release Resources].

Conditions, which have to be fulfilled in order to release a resource:

• document status – initiated (SO), unconfirmed (SO), confirmed (SO, IO), pending (SO, IO) uncompleted
• quantity higher than zero
• subitem associated with a resource/lot

Conditions, which have to be fulfilled to reserve a resource:

• document status – initiated (SO), unconfirmed (SO), confirmed (SO, IO), pending (SO, IO) uncompleted
• quantity higher than zero
• subitem associated with a resource/lot “sales” subitem in a case of IO

Criteria verified while associating resources with subitems of SO/IO:

• item – compliant with an item of a subitem
• warehouse – compliant with a warehouse of a subitem:
  • if a specific warehouse has been given on a subitem, then resources/lots will be searched only in this warehouse
  • if option <All> has been selected on a subitem of SO, then resources/lots will be searched in all warehouses assigned to a document definition in a center issuing a document
• date of resource/lot creation (warehouse receipt) cannot be later than a current date – not applicable in case of AVCO
• features – compliance of feature values of resources/lots with subitem features values of SO/IO:
  • if a value has been given for features affecting lots on a subitem of an order, all searched resources/lots need to have the same feature value
  • if no value has been given on a subitem of an order for features affecting lots, then all searched resources/lots can have any value for this feature or have no values assigned

Section Lots/Deliveries contains information on the lots/resources of a selected item available in a warehouse.

• it is not available for documents for received items, nor for SQ.
• If an item is stored in a warehouse, appropriate entries will appear in the table.
• In the case of a lack of resources, the table Lots/Deliveries will be empty.

Depending on the set method of queuing resources, the system will verify whether a resource can be released.

• In case of FIFO/LIFO, only these resources are included in a document for released items, which date of delivery is earlier or equal to “stocked” date in this document.
• The AVCO method does not impose such restrictions.

If an item has features affecting the lot assigned, it is possible to filter the table by specific lots (values of features) specified in section Features.

The table placed in that section displays the following information:

• Warehouse – it defines a warehouse in which a given lot is located

The subsequent columns contain attributes which have been assigned to a given item. Their quantity varies depending of the number of properties affecting a lot,

• Quantity – the available quantity, including reservations, expressed in a unit defined in section Calculation
• Quantity in Basic Unit – the available quantity, including reservations, expressed in the basic unit
• Unit Price – the price of one item unit actually located in a warehouse (price is calculated dynamically on the basis of purchase value and available quantity)
• Purchase Value – the value of resources of a given item located in a warehouse expressed in of system currency of a company being the document owner
• Acquisition Value – the purchase value of resources of a given item located in a warehouse, increased by additional costs, expressed in of system currency of a company being the document owner
• Currency – this column is hidden, by default, it presents symbol of system currency of a company being the document owner

In case of FIFO/LIFO method of queuing resources, parameter Show Deliveries located next to the table is also available. Checking it results in changing the method of presenting available quantities – a lot will be divided into resources. Owing to that, three additional columns appear:

• Delivery Date – it specifies the date at which a given resource was received in a warehouse
• Document – it identifies the document with which a given resource was recorded in a warehouse
• Source Document – it specifies the document with which a given resource was originally recorded in the stock records

Change of deliveries in confirmed documents

It is a functionality allowing for changing deliveries in subitem of a confirmed document. For a user to be able to change delivery in a confirmed document, he or she must be assigned to operator group with granted permission to Change of delivery in confirmed documents.

This permission is unchecked, by default, with possibility to check it in Configuration → Company Structure → Operator Groups → selected group edit → tab Other Permissions. The permission is unavailable for French version of a database and for AVCO method of queuing resources.

Conditions which must be fulfilled to be able to change delivery in a confirmed document for released items (SI/SOR/IR-) are as follows:

• the operator is assigned to operator group with granted permission to change delivery in confirmed documents
• the document is not posted
• there is no posted correction to the document
• there is no quantity correction for a subitem
• there is no cost correction for a subitem
• there is no associated document which is posted
• quantity of item being changed is available in stock
• one subitem in section Subitems is marked
• one delivery to be changed is selected
• there is a consistency of warehouses between lots to be changed and deliveries
• there is a consistency of quantity between associated documents, e.g. a SOR was generated from SI for the entire quantity

To be able to change delivery in a confirmed document in Deliveries tab, it is necessary to:

• select a subitem for which the delivery will be changed. In field Quantity in Subitems section there will be quantity displayed in accordance with currently marked item
• check parameter Show deliveries and select delivery which should be uploaded onto document
• click [Change] which will change delivery in the document

It is also possible to change deliveries for many subitems which has been described in article Verification of deliveries.