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Confirm direct delivery goods received

About confirming direct delivery goods received

Purchase Order Processing orders are not automatically marked as received if they use For delivery direct from supplier. In most cases, you will not know the goods have been received at the delivery address. It is therefore standard practice to make the assumption that the goods have arrived unless you are notified otherwise.

The Confirm Direct Delivery Goods Received window allows you to mark purchase orders using a direct delivery address as received.

Note: Once direct delivery goods have been confirmed as received no amendments can be made to the order.

About using direct delivery with traceable numbers

It is possible to use direct delivery with traceable numbers. However, when a traceable item is delivered to an address, you may not always know the serial or batch number. The Sage 200 system deals with this by creating traceable numbers for the quantity required using the temporary traceable number in the following format:

If you know the number, you can enter it using Amend Batch/Serial Number option in Stock Control.

Note: In this instance the system ignores the stock item setting Batch and serial numbers must be recorded when goods are received.

For more information, see Getting started with traceability.

To confirm direct delivery services received

Open: Purchase Order Processing > Order Processing > Goods Received/Despatched > Confirm Direct Delivery Goods Received.

  1. From the Documents dated before date box, select a date. All documents dated before this date are listed in accordance with the filter you choose.

  2. From the Filter by list, choose the type of order and complete any other details required. For example, if you selected Single purchase order from the Filter by list, you would be required to select the order number from the Order no list.

    Using the date and filter, Sage 200 displays a list of all the undelivered orders set up to use direct delivery.

    If you select the All Orders filter, the Select Orders window appears from which you can select the orders you want to confirm as received. When you click OK, you are returned back to the Confirm Direct Delivery Goods Received window where your selected order lines appear.

    Note: If an item has not been authorised and you have not chosen to allow processing of unauthorised purchase orders on the Order Processing tab of the POP settings, the order line will be displayed but you will not be able to select it.

  3. If you want to view an order line in more detail, from the Confirm Direct Delivery Goods Received window, select the order line and click View Order. The View Order window is displayed.
  4. If you only want to despatch a few of the lines appearing in the Confirm Direct Delivery Goods Received window, click Set Receipt Quantities to Zero. This sets the quantity despatched to zero for all lines so you can type in quantity values against those lines that you want to confirm.
  5. Once you have selected the line(s) that need to be marked as received, click Save.
See also

Other tasks

Confirm goods received

Confirm services received

Assign and amend traceable numbers

Purchase GRN Enquiry workspace

Reference

Order processing (POP settings)

Getting started with traceability

Options (stock settings)

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