Use this function to:

  • inquire all or part of the deliveries carried out or being carried out for one customer or all customers,
  • target a delivery group using the available criteria.
Using a setup, you can choose which information should be displayed on the screen.

This function only displays the delivery header information but provides you with a direct access to the delivery so you can view it in details.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

This screen is divided in two parts:

  • use the first part to access the main criteria,
  • use the second part to view in a grid the deliveries selected based on the criteria.

Header

In the header, enter the main selection criteria for the inquiry.

Selection

Company (field CPY)

The company and the shipping site are used to select the deliveries of a company or a site grouping or a site.

When the function is accessed, the shipping site proposed by default corresponds to the user's default sales site. The company is then deduced from the user's site.

It still is possible to modify the company or the site. It is entirely possible to view the deliveries for all the companies (the company code and the site code are not entered) or all the sites (the company code is entered but not the site code).

The selected sites are checked depending on the authorizations granted to the user. In effect, if a site is not authorized for a particular user, the latter will not be able to view the deliveries for this site. Likewise, if the inquiry is launched for all the company's sites, the user will need the authorization for all the sites, otherwise they will have to specify an authorized site.
Ship site (field STOFCY)
Customer (field BPCORD)

This field is used to enter a customer code.
The inquiry can concern:

  • a given customer: a customer code must be entered,
  • all customers: the customer code field must be left blank.

SEEINFO Upon opening this function, the customer code is not filled. When accessing this function from the customer record, the customer code will be automatically filled.
From project (field PJTDEB)

In these two fields, you can specify the start and end ranges of the project reference.
You use these fields to filter on the documents whose reference is included within the specified range.

To project (field PJTFIN)
Start date (field DLVDATDEB)

The indicated date ranges are used to filter the documents whose date is included within this interval.
They are initialized by default in the following manner:

  • The end date is initialized with the current date postponed to the last day of the month.
  • The start date is initialized with the first day of the month coming from the current date minus two months.
End date (field DLVDATFIN)

Currencies

Company (field CURS)

The currency of the company or the folder are automatically displayed. The company currency varies depending on the company selected for the inquiry. Based on the setup of the inquiry, three types of amounts can be expressed:

  • The amount in transaction currency. A currency column is usually added next to this amount in order to specify the currency in which this amount is expressed.
  • The amount in company currency In the column header it is mentioned that it is a company amount.
  • The amount in folder currency. In the column header it is mentioned that it is a folder amount.

 
Folder (field CURD)

Category and delivery type

Normal (field LNDN)

Enable this check box to select the deliveries of the Normal category.
You can apply an additional filter on this category by selecting a Delivery type.
Delivery type (field DLVTYPNOR)

This field can only be entered if the category is specified. It is used to filter the deliveries of a same category according to the delivery type.
Loan (field LNDO)

Select this check box to select the deliveries of the Loan category.
These deliveries are intended to be returned before a specific date. In some cases, they can be invoiced when the planned return date is exceeded.

You can apply an additional filter on this category by selecting a Delivery type.
Delivery type (field DLVTYPLND)

This field can only be entered if the category is specified. It is used to filter the deliveries of a same category according to the delivery type.
Subcontract (field SCOFLG)

Enable this check box to select the deliveries of the Subcontract category.
These deliveries cannot be invoiced.

You can apply an additional filter on this category by selecting a Delivery type.
Delivery type (field DLVTYPSCO)

This field can only be entered if the category is specified. It is used to filter the deliveries of a same category according to the delivery type.
Nonbillable (field NONINV)

Enable this check box to select the deliveries of the Nonbillable category.
You can apply an additional filter on this category by selecting a Delivery type.


Delivery type (field DLVTYPNIN)

This field can only be entered if the category is specified. It is used to filter the deliveries of a same category according to the delivery type.

Status

Validated (field CFMFLGO)

This field is used to select the deliveries according to their status:

  • Validated: the good has been issued from stock, it is considered as shipped.
  • Not validated: the delivery is being processed, the goods are in stock.

By default, the deliveries of both statuses are selected.
Not validated (field CFMFLGN)

Tab number 1

The columns present in the delivery table depend on the setup of the screen code chosen.

Grid

Delivery no. (field SDHNUM)

Based on the setup of the delivery inquiry transaction, the following information can be viewed:

  • delivery number
  • delivery customer code
  • date at which the delivery has been shipped or must be shipped
  • planned delivery date
  • delivery status (validated, not validated). When a delivery is validated, the goods are issued from stock and the delivery is considered to be shipped. If it is not validated, it is considered as being processed. The stock is allocated or in shortage, depending on the cases.
  • delivery status (Invoiced, Not invoiced)
  • delivery category
  • tax incl. amount of the delivery expressed in the delivery currency
  • tax incl. amount of the delivery expressed in the company currency
  • tax incl. amount of the delivery expressed in the folder currency
  • code of the carrier responsible for the delivery
  • goods delivery mode
  • if a return has be performed (for versions prior to update 8.0.0: the return only applies to deliveries of the 'Loan' type)
  • if the picking ticket has been printed
  • if the delivery note has been printed
  • delivery sales site
  • delivery shipping site
  • delivery type
Customer (field BPCORD)
Project (field PJT)
Ship date (field SHIDAT)

Based on the setup of the delivery inquiry transaction, the following information can be viewed:

  • delivery number
  • delivery customer code
  • date at which the delivery has been shipped or must be shipped
  • planned delivery date
  • delivery status (validated, not validated). When a delivery is validated, the goods are issued from stock and the delivery is considered to be shipped. If it is not validated, it is considered as being processed. The stock is allocated or in shortage, depending on the cases.
  • delivery status (Invoiced, Not invoiced)
  • delivery category
  • tax incl. amount of the delivery expressed in the delivery currency
  • tax incl. amount of the delivery expressed in the company currency
  • tax incl. amount of the delivery expressed in the folder currency
  • code of the carrier responsible for the delivery
  • goods delivery mode
  • if a return has be performed (for versions prior to update 8.0.0: the return only applies to deliveries of the 'Loan' type)
  • if the picking ticket has been printed
  • if the delivery note has been printed
  • delivery sales site
  • delivery shipping site
  • delivery type
Deliv date (field DLVDAT)
Validated (field CFMFLG)
Invoiced (field INVFLG)
Loan (field LND)
Valuation + tax (field DLVINVATI)
Currency (field CUR)

Based on the setup of the delivery inquiry transaction, the following information can be viewed:

  • delivery number
  • delivery customer code
  • date at which the delivery has been shipped or must be shipped
  • planned delivery date
  • delivery status (validated, not validated). When a delivery is validated, the goods are issued from stock and the delivery is considered to be shipped. If it is not validated, it is considered as being processed. The stock is allocated or in shortage, depending on the cases.
  • delivery status (Invoiced, Not invoiced)
  • delivery category
  • tax incl. amount of the delivery expressed in the delivery currency
  • tax incl. amount of the delivery expressed in the company currency
  • tax incl. amount of the delivery expressed in the folder currency
  • code of the carrier responsible for the delivery
  • goods delivery mode
  • if a return has be performed (for versions prior to update 8.0.0: the return only applies to deliveries of the 'Loan' type)
  • if the picking ticket has been printed
  • if the delivery note has been printed
  • delivery sales site
  • delivery shipping site
  • delivery type
Amount + tax (company) (field DLVATISOC)
Amount + tax (folder) (field DLVATIDOS)
Carrier (field BPTNUM)
Delivery mode (field MDL)
Return status (field RTNSTA)
Printed PT (field PRNNPR)
Printed PS (field PRNNDE)
Sales site (field SALFCY)
Ship site (field STOFCY)
Delivery type (field SDHTYP)
Nonbillable (field NONINV)
button.

You can access the displayed delivery, providing that you have the required authorizations.
Sales journal traceability

Click this action to display the log of sales documents.

Specific Buttons

Criteria

Use this action to access the previously-defined criteria, as well as the following additional criteria:

Start and end delivery no.

This criteria is used to define delivery ranges to be viewed.

Start date and end date

This criteria is used to select deliveries by date

Invoiced

This check box is used to select invoiced deliveries.

Not Invoiced

This check box is used to select not invoiced deliveries.

Returned

This check box is used to select the deliveries that are totally or partially returned.

Not returned

This check box is used to select the not returned deliveries.

In this screen, you can also select the delivery sort criteria. By default, these are sorted by delivery number, but they can also be sorted by delivery date.

You can save the selection criteria under a memo code in order to recall them later on.

The STD memo code is specific since it is the one that is systematically applied upon entering the inquiry. For this memo code in particular, the date range is not kept in order to always display by default the quotes of the last two months and of the current month.

Next

Click this action to go to the next page if the table contains more lines than can be displayed in a screen.

Return

Click this action to go to the previous page if the table contains more lines than can be displayed in a screen.

Use this graphical inquiry to view the delivered tax excl. amount by period. The amount is broken down in the different delivery categories (Normal, Loan, Subcontract).

When accessing this inquiry from the delivery list inquiry, the selection criteria used by the calling function are retrieved. When returning from this inquiry, the date ranges are restored as they were.

Use this graphical inquiry to view the delivered tax excl. amount by period. The delivered amount is sub-divided based on the amount that remains to be invoiced and on the already invoiced amount. This means that the sub-contract deliveries and the loan deliveries whose loan return date is not exceeded are not taken into account.

When accessing this inquiry from the delivery list inquiry, the selection criteria used by the calling function are retrieved. When returning from this inquiry, the date ranges are restored as they were.

Use this graphical inquiry to compare the delivered tax excl. amount and the returned tax excl. amount by period and by delivery category.

When accessing this inquiry from the delivery list inquiry, the selection criteria used by the calling function are retrieved. When returning from this inquiry, the date ranges are restored as they were.

Use this graphical inquiry to compare the ranking of the return reasons by returned tax excl. amount over a given period.

When accessing this inquiry from the delivery list inquiry, the selection criteria used by the calling function are retrieved. When returning from this inquiry, the date ranges are restored as they were.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation