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Šis apraksts rakstīts programmas versijai 2026-06-25  

Inspecting Deliveries, Marking as OK and Posting to the Nominal Ledger

Before a Delivery goes out you need to prepare it and approve it. The first step is to print the Picking List. You can do this by clicking the Printer icon in the Button Bar (Windows/macOS) or by selecting 'Print' from the File menu (all platforms). When the Delivery is complete and correct, tick the OK check box and press the [Save] button (Windows/macOS) or tap √ (iOS/Android). Once you have done this, you will no longer be able to modify the Delivery (with the exception of the Language, Declared Value, Packages, Total Volume, Total Weight and Transport No. fields). You will then be able to create an Invoice for the Delivery, which you can do from the Delivery itself or from the originating Purchase Order.

You can also mark a Delivery as OK from the 'Deliveries: Browse' window. Highlight the Delivery in the browse window and select 'OK' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android). If you are using Windows or macOS, you can highlight a range of Deliveries to be marked as OK by holding down the Shift key while clicking. If you need to apply the function to a number of Deliveries that aren't in a range, highlight them while holding the Ctrl (Windows) or ⌘ (macOS) keys before selecting the function. If you are using iOS or Android, you can only highlight a single Delivery at a time, by searching for it, so you can only mark a single Delivery as OK at a time.

When you save a Delivery that you have marked as OK, stock levels of the Stocked Items in the Delivery will be updated. A cost accounting (Cost of Sales) Transaction will also be created in the Nominal Ledger providing the following conditions are met:

  • You have specified in the Sub Systems setting in the Nominal Ledger that Nominal Ledger Transactions will be created from Deliveries.

  • You have specified in the Number Series - Deliveries setting that Nominal Ledger Transactions will be created from Deliveries with Delivery Numbers in the relevant sequence.

  • You have specified in the Cost Accounting setting that Cost of Sales postings will be made from Deliveries or from Invoices with Accruals from Deliveries.

  • At least one of the Items on the Delivery is a Stocked Item (or you are using the Cost Accounting for Plain and Service Items option in the Cost Accounting setting).

  • You have specified a Cost Model for at least one of the Stocked Items in the Delivery.
Please refer here for details of the Accounts that will be used in this Transaction.

When you print the Delivery, the Form Template used will depend on whether you have marked the Delivery as OK. If you have not marked the Delivery as OK, the Form Template will be determined by the Picking List form, otherwise it will be determined by the Delivery Note form. Please refer to the Printing Picking Lists and Delivery Notes page for more details about printing forms and determining Form Templates.

You can use Access Groups to prevent particular users from marking Deliveries as OK. To do this, deny them access to the 'OK Deliveries' Action.

You can have a text (SMS) message sent automatically to the Customer whenever you save a Delivery that you have marked as OK, to inform them that the arrival of their Items is imminent. Please refer to the Contact Delivery Alerts page for details about this feature.

If you are using the Create Invoice when OKing Delivery option in the Order Settings setting in the Sales Orders module, an Invoice will be created automatically whenever you mark a Delivery as OK and save. This Invoice will also be marked as OK immediately and automatically.

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The Delivery register in Standard ERP:

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