Delivery note (SAP Business One)

A document issued by the supplier containing detailed information about the items shipped.
It is usually sent together with the goods and, if signed by the recipient, serves as proof of delivery. A document within the document chain in SAP Business One.

It enables the customer to check the delivery and can also be used for the delivery of free samples, goods or loaned goods. Delivery notes are created in the sale managed. No new delivery notes may be created during an inventory.

Document chain and relationships

The delivery note is part of the document chain on sale.
It follows the customer order and goes to the A/R Invoice ahead.
Delivery notes can be generated directly from a sales order or a Service call be created.

Status and quantities

The field "Deliveries" shows the current status of open deliveries to the customer.
A delivery is considered openif it has been created but has not yet been fully completed by an invoice, return or manually. Partially open deliveries are possible.
The delivery note is closed when the entire quantity has been invoiced in an outgoing invoice. The "Open crowd" shows which article quantities have not yet been processed in follow-on documents.

Editing and functions

By activating the checkbox "Allow partial delivery of order" only parts of a sales order can be copied into a delivery note.
Document lines can be summarised in the delivery note.
That Delivery date Individual items can be customised.
Zero or negative documents can appear in the delivery note.
The associated Journal entry can be viewed via the outgoing invoice.

Reports

"Delivery note balance"Displays the status of the delivery notes.
"Open vouchers"Shows documents that have not yet been completely transferred to follow-on documents.
"Backlog report"Shows which quantities from customer orders still need to be delivered.

Effects on warehouse and accounting

When a delivery note is created, the Stock reduced.
In the background, the Turnover and the Demand booked to the customer.

Versino Financial Suite

the Versino Financial Suite macht Lieferscheine in SAP Business One für die Buchhaltung und das Finanzmanagement transparenter, leichter auswertbar und sorgt für eine lückenlose Dokumentation im Zusammenspiel mit allen nachgelagerten Finanzprozessen.

Approval process

The delivery note can be Approval process are subject to. Possible document statuses are
- Approved
- Parked receipt outstanding
- Parked document authorised

SAP B1 blog