Auftragsübergreifende Lieferscheine
(Create delivery notes for several orders)
| Maske
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Schritt
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Dialoge
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Steps
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| Verkauf > Lieferscheine
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Auswahl "Neuanlage nur Kunde"
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Sales > Delivery Notes
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Select "New (for customer)
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| Verkauf > Lieferscheine
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Kunde auswählen
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Sales > Delivery Notes
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Select customer
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| Verkauf > Lieferscheine
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Lieferscheintyp: Auswahl "Sammel-Lieferschein (alle offenen)
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Sales > Delivery Notes
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Lieferscheintyp: Select "Sammel-Lieferschein (alle offenen)
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| Verkauf > Lieferscheine
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Speichern
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Sales > Delivery Notes
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Save
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| Verkauf > Lieferscheine
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Auswahl von "Aufträge auswählen"
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Sales > Delivery Notes
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Select "Aufträge auswählen"
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| Verkauf > Lieferscheine
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Entsprechende Zeilen auswählen und bestätigen
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Sales > Delivery Notes
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Choose the corresponding orders and confirm selection
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| Verkauf > Lieferscheine
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Speichern/Druck des Lieferscheins
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Sales > Delivery Notes
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Save/Print the delivery note
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- After the creation of the delivery bill, links to the underlying orders are located in the "Documents" tab.
- You will also find links from the respective orders back to this delivery bill, which has also been stored in the DMS.
Rechnung über mehrere Lieferscheine
(Invoice over several delivery bills)
| Maske
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Schritt
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Dialoge
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Steps
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| Verkauf > Rechnungen
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Auswahl "Neuanlage nur Kunde"
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Sales > Invoices
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Select "New (for customer)
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| Verkauf > Rechnungen
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Auswahl Kunde
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Sales > Invoices
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Select customer
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| Verkauf > Rechnungen
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Auswahl "Sammel-Rechnung (auftragsübergreifend)" bei Rechnungstyp
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Sales > Invoices
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Select "Sammel-Rechnung (auftragsübergreifend)" at field "Account type"
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| Verkauf > Rechnungen
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Auswahl der jeweiligen Lieferscheine
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Sales > Invoices
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Select the respective delivery bills
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| Verkauf > Rechnungen
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Speichern / Druck der Rechnung
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Sales > Invoices
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Save / Print the invoice
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- Please note, since we have already created a cross-order delivery bill in the previous step, we may only need to select a single delivery bill to create the invoice.
Split delivery note / invoice
Split the positions on a delivery note and then create invoice of partial delivery.
| Dialoge
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Steps
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| Sales > Order
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Select "Delivery Note"
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| Sales > Order
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Make sure that "Delivery type" is "Auftrags-Lieferschein (alle offenen)"
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| Sales > Order
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Select the positions with the button "Select Locations (sic)"
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| Sales > Order
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Select the position and amend the quantities, save the position; repeat for all positions of the order
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| Sales > Order
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Save / Print the delivery note
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| Sales > Order
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Select "Invoice"; "Lieferschein-Rechnung für Auftrag" is pre-selected; the delivery note of the partial delivery is pre-selected
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| Sales > Order
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Save / Print the invoice
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Stock, amend quantities
| Dialoge
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Steps
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| Master data > Articles
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Select the article
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| Master data > Articles
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klick on "Available booking" on the "stock" card
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| Master data > Articles > Stock booking
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Change "booking mode" to "Korrektur" (right hand side of dialoge)
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| Master data > Articles > Stock booking
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Enter the correct stock quantity and save
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