Creating a Delivery Ticket from a Sales Order

Overview

Use this job aid to create a delivery ticket with a sales order. Creating a delivery ticket is an optional intermediate step between sales order and invoice entry. Delivery tickets can be applied to line items on existing sales orders. Line items on invoices can be applied directly to line items on sales orders, or to line items on delivery tickets. Creating sales orders and delivery tickets is not required for creating an invoice. Creating a delivery ticket immediately records the movement of inventory items without affecting accounts receivable or inventory activity and decreases the quantity on hand and dollar value in the inventory balance file. If the delivery ticket is applied to a line item on an open sales order, the committed quantity is also decreased and the order status is set to filled or canceled. The cost of the sale is recorded when the delivery ticket is entered, but the sale is not recorded until an invoice is applied to the delivery ticket. Delivery tickets can be accumulated throughout the accounting period and invoiced at month-end.

To create a delivery ticket with a sales order:

1. From the Toolbar, click INV for Inventory.

2. From the Inventory menu, select Delivery Tickets.

3. From the Delivery Tickets menu, select Delivery Ticket Entry.

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4. In the Location Code box, click Lookup or type * and press Enter, and then select the location code where you want to maintain the delivery ticket or type the location code where you want to maintain the delivery ticket.

5. In the Ship To Name Id box, click Lookup or type * and press Enter, and then select the customer ordering the merchandise from your company, or type the customer ordering the merchandise from you.

6. If you want to apply the Delivery Ticket to a Sales Order, in the blank box click Lookup or type * and press Enter, and then the pop up box will allow you to define your search.

7. Click OK.

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8. In the Bill To Name Id box, the customer entered in the Ship To Name box displays, to change the customer, click Lookup or type * and press Enter, and then select the customer.

9. Click OK.

10. In the Pickup/Delivery box, type P for pickup or D for delivery.

11. Click OK.

12. In the Price Level box, type 1 for selling price 1 or 2 selling price 2.

13. In the Price Schedule box, click Lookup or type * and press Enter, and then select the price schedule, or type the price schedule. The Print Schedule identifies the price structure to use in calculating a selling price for each line item on this delivery ticket. Price schedules can be maintained on individual inventory item and/or product categories. The selling price for any inventory item is determined by price schedule on individual inventory items, price schedule on product category, and then price level.

14. In the Invoice Terms box, click Lookup or type * and press Enter, and then select the invoice terms, or type the invoice terms.

15. In the Shipment Date box, the default processing date displays, if this date is not correct, type the new date.

16. In the Ticket Status box, type A for Actual or E for Estimate.

17. Click OK.

18. In the Ticket Number box, the default ticket number displays, if this ticket number is not correct, type the new ticket number.

19. At the Is This Correct? prompt, click Yes.

20. In the Item Number and Barcode box, click Lookup or type * and press Enter, and then select the item number, or type the item number you want to limit the display of sales orders with.  In the Item Number, each inventory item on the delivery ticket is referred to as a "line item". The Item Number can be used in conjunction with the Order Number box to limit the display of open sales orders. 

21. In the Item Location box, the default location displays. If permitted in Setup Information, the location code can be overridden. Item Location indicates the accounting location from which the merchandise was shipped. The quantity on hand and inventory value are updated at the location in this box.

22. In the Order Number box, click Lookup or type * and press Enter, and then select the order number, or type the order number you want to limit the display of sales orders with. The Item Number can be used in conjunction with the Order Number box to limit the display of open sales orders. 

23. In the Order Location box, click Lookup or type * and press Enter, and then select the order location, or type the order location you want to limit the display of sales orders with.

24. In the Blend Number box ,click Lookup or type * and press Enter, and then select the number, or type the blend number you want to limit the display of sales orders with.   

25. Click OK.

26. In the Quantity box, type the number of units of measure that the customer ordered. The quantity may be negative for a return merchandise authorization (RMA).

27. In the UOM (unit of measure) box, the default sales unit of measure of the selected inventory item displays, if the default is not correct, type the number of units of measure to commit.

28. Click OK.

29. In the Unit Price box, type the selling price per unit of measure.

30. In the UOM this unit of measure must share the same common unit of measure as the line item. For example, the product is sold in tons and your scale weighs in pounds, therefore you should enter the unit of measure code for pounds. The quantity will default zero during Delivery Ticket Entry or Invoice Entry to force the opening of the Weights box, type the selling unit of measure code, or click Lookup or type * and press Enter, and then select the selling unit of measure, or type the selling unit of measure.

31. Click OK.

32. In the 100% Name Id is used to override the invoice splits on a specific line item. For example, on a delivery ticket on which the farmer and his landlord split the charge for fertilizer, the 100% Name Id box is left blank on the line item for the fertilizer. If the delivery ticket includes a line item for application charges and the farmer must pay 100% of any application charges, type the farmer's name ID in this box. box, click Lookup or type * and press Enter, and then select the name id, or type the name id of the client to be billed 100% for the specific line item. If left blank, normal invoice splits are used for the line item during Invoice Entry.

33. In the Activity Loc Box, click Lookup or type * and press Enter, and then select the location, or type the activity location you want.

34. In the Other Reference box, type any other information important to the transaction.

35. In the EPA#/Targer Pest, click the Lookup or type * and press Enter and select.

36. Click OK.

37. If you want to add additional line items, repeat Steps 26 - 36.

38. If this is the last item number to be entered on the delivery ticket, Click OK.

39. Click Save/Exit.

40. At the Is This Correct? prompt, click Yes.

41. At the Do You Want To Print This Delivery Ticket? prompt, click Yes.

42. Select a delivery ticket form.

     

43. In the Printer box, type the number associated to the place you want your report to print.

44. In the Copies box, type the number of copies of the report you want to print.

45. In the Pages From and To boxes, type the page number range you want to print the report for. Leave the boxes blank to print all pages.

46. Click OK.

Learn more about Delivery Tickets feature: