The delivery is a document stage in the Sales process of SAP Business One, which is located after the sales order and before the outgoing invoice. It documents the actual dispatch of stock items to the customer.
In SAP Business One, the delivery (also delivery note as a connecting element between the sales order and the invoice - but only for stock items. No delivery is created for service items. The delivery is therefore not just a logistical record, but an integral part of the document chain.
Context and area of application: The delivery is used in the sales process and in the purchasing process (as a goods receipt). In sales, it forms the logistical step for the movement of goods; in purchasing, it corresponds to the goods receipt upon delivery by the supplier.
Differentiation from related terms:
- customer order: Preliminary stage to delivery; contains the customer's order.
- A/R Invoice: Subsequent stage of delivery; forms the basis of the payment claim.
- Goods ReceiptCounterpart to delivery in the purchasing process - also only relevant for stock items.
- Service articleNon-deliverable items - no delivery notes required.
Examples: A customer orders ten items. If only five of these are available from stock, a partial delivery can be created - provided this is permitted in the business partner master record. The remaining five items can be delivered later. When the delivery note is created, the system automatically checks the available quantity and displays alternative warehouses or items if the stock is insufficient.
Additional functions and special features:
- The delivery can be created from a quotation or order by "Copy to".
- Serial and batch numbers can be managed directly in the delivery note.
- Zero or negative deliveries are suitable for free samples or loaned goods.
- The document status of the delivery shows whether the delivery note has been fully invoiced.
- With the Supply consolidation several delivery notes can be combined into one invoice.
- in the Drop shipment eliminates the need for stock movement - the goods are dispatched directly from the supplier to the customer.
- Of the Delivery note balance in the business partner information shows open deliveries that have not yet been assigned to an invoice or return.
Tip for the practice: Always keep an eye on the open quantity status to avoid unintentional half-open processes in the system.
Versino Financial Suite
With the Versino Financial Suite werden Lieferungen (Lieferscheine) in SAP Business One für Buchhaltung und Controlling deutlich besser analysierbar, berechenbarer und lückenlos dokumentiert. Die Prozesse bleiben vertraut, werden aber um moderne Finanztools herum sinnvoll ergänzt.
Related terms in the glossary:
Mobile warehouse 2025 with Versino Warehouse Pro
Moving average price in SAP Business One
Units of measure in SAP Business One
Warehouse management with SAP Business One
Consignment warehouse in SAP Business One
