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Change the Delivery Note Status

Overview​

This feature allows you to manage the business status of created delivery notes by changing their status.

By switching between the two statuses, Open and Complete, you can align the recognition of delivery note progress among organization members.

Purpose​

Changing a delivery note's status lets you manage its delivery status according to your business process. Setting the status to Complete restricts editing and deletion and lets you treat the delivery note as completed.

In environments that use inventory management, changing a delivery note's status also lets you manage the inventory shipment status.

Feature Description​

Delivery Note Status​

Delivery notes have the following two statuses:

StatusDescription
OpenA state where the delivery note can be edited or deleted. It serves to align recognition as "incomplete" among organization members.
CompleteA state where the delivery note cannot be edited or deleted. It serves to align recognition as "completed" among organization members.

Differences by Inventory Management Method​

Inventory Management (Conventional Method)​

When completing a delivery note, you can choose whether to perform an inventory operation. If you perform an inventory operation, you can choose to deduct the quantity from inventory or transfer the quantity between inventories.

If inventory mapping rules are configured, they are used as the initial values for the source and destination of the inventory operation performed upon completion. Even if inventory mapping rules are not configured, you can perform an inventory operation by specifying the operation type, source, target, and quantity for each SKU.

When you return a delivery note for which an inventory operation was performed upon completion to Open, the inventory operation applied upon completion is reversed.

Inventory Management (New Method)​

When completing a delivery note, you do not choose whether to perform an inventory operation or specify a source and destination.

For delivery notes created from orders, completion updates the delivered quantity based on inventory information reserved in advance and performs shipment and inventory processing.

If only part of the quantity has been processed and an unprocessed quantity remains, the delivery note status may remain Open after the completion operation.

For delivery notes created without source data and not linked to inventory, completing the delivery note does not automatically change the inventory quantity.

Instructions​

1. Move to the Delivery Note Details Screen​

  1. Click the Transactions menu > Delivery Management.

  2. Click the Delivery Invoices tab.
    *It is open by default.

  3. Use the Search field to filter and find the delivery note whose status you want to change.

    Example: Search by setting Delivery Note Status to Open or Completed.

  4. Click the Details button for the delivery note whose status you want to change.
    You will move to the "Delivery Invoice Detail" page.

tip

In the delivery note list, you can also select multiple items and change their status in bulk.

This page explains individual operations.

2. Change from Open to Complete​

Inventory Management (Conventional Method) When Inventory Mapping Rules Are Configured​

  1. Click Set status to complete.
    The "Changing the status of the delivery invoice as 'Completed'" modal will open.

  2. Inventory Operation
    Check the box to perform an inventory operation together with the status change.

    Clear the checkbox if you do not want to perform an inventory operation.

  3. Inventory Source
    Configure this field when performing an Inventory Operation.

    Select the Label and Location from the respective dropdowns.

  4. Inventory Destination
    Configure this field when performing an Inventory Operation.

    Select the Label and Location from the respective dropdowns.

  5. Click Set the status to Complete.

    If the process is successful, the delivery note status changes from Open to Complete.

Inventory Management (Conventional Method) When Inventory Mapping Rules Are Not Configured​

  1. Click Set status to complete.
    The "Changing the status of the delivery invoice as 'Completed'" modal will open.

  2. Inventory Operation
    Check the box to perform an inventory operation together with the status change.

    Clear the checkbox if you do not want to perform an inventory operation.

  3. Operation Type
    Configure this field when performing an Inventory Operation. Select one of the following options:

    • Remove quantity from inventory
    • Transfer quantity between inventories

  4. In Operation, click Add for each SKU. The input fields for the inventory operation are added.

  5. Source
    Configure this field when performing an Inventory Operation.

    Select the Label and Location from the respective dropdowns.

  6. Target
    Configure this field when performing an Inventory Operation with Transfer quantity between inventories selected. Do not configure this field when Remove quantity from inventory is selected.

    Select the Label and Location from the respective dropdowns.

  7. Quantity
    Configure this field when performing an Inventory Operation.

    Enter the inventory quantity to transfer or remove.

  8. Click Set the status to Complete.

    If the process is successful, the delivery note status changes from Open to Complete.

Inventory Management (New Method)​

  1. Click Set status to complete.
    The "Changing the status of the delivery invoice as 'Completed'" modal will open.

  2. Click Set the status to Complete.

    If the process is successful, the delivery note status changes to Complete. However, if only part of the quantity has been processed and an unprocessed quantity remains, the delivery note status remains Open even if the process is successful.

3. Return from Complete to Open​

Depending on how the delivery note was created, the inventory management method, and whether downstream processes exist, you may not be able to return the delivery note to Open.

Operate from the Delivery Invoices​

  1. In the Delivery Invoices, click Revert Status to Open for the delivery note whose status you want to change.
    The "Revert Delivery Invoice Status to Open" modal will open.

  2. Click the Revert button.

    If the process is successful, the delivery note status changes from Complete to Open.

Operate from the Delivery Note Details Screen​

  1. In the Delivery Invoices, click the Details button for the delivery note whose status you want to change.
    You will move to the "Delivery Invoice Detail" page.

  2. Click Revert Delivery Invoice Status to Open.
    The "Revert Delivery Invoice Status to Open" modal will open.

  3. Click the Revert button.

    If the process is successful, the delivery note status changes from Complete to Open.

Important Notes​

When a Delivery Note Cannot Be Completed​

  • A delivery note created from an order cannot be set to Complete if inventory reservation has not been completed. The screen indicates that inventory allocation is pending.
  • A delivery note created without source data for which inventory has been reserved cannot be set to Complete if the related shipment and delivery processing has not been completed.

When a Delivery Note Cannot Be Returned to Open​

  • In Inventory Management (Conventional Method), if an inventory operation was performed when completing a delivery note, the delivery note cannot be returned to Open if the inventory quantity required to reverse the inventory operation is insufficient.
  • A completed delivery note in Inventory Management (New Method) may not be returned to Open if downstream processes exist, such as invoices, export documents, returns, or external integrations.
  • A delivery note from Inventory Management (Conventional Method) that remains after Inventory Management (New Method) is enabled may not be reverted to Open or deleted.