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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​

The purpose of the delivery note status change feature is to unify the business state of delivery notes within the organization, ensuring that the same rules are applied regardless of who performs the operation.

By setting the status to Complete, you can restrict editing and deletion, treating the document as a finished delivery note.

On the other hand, by returning it to Open, you can perform corrections or reverts as needed. This switching helps with business standardization and prevents dependency on specific individuals.

By synchronizing inventory operations when changing the status, you can automate the addition and subtraction of inventory associated with delivery completion, which also leads to ensuring compliance and control.

Feature Description​

Delivery Note Status​

There are two statuses for delivery notes:

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.

Inventory Operations During Status Change​

When setting the status to Complete, you can choose whether or not to simultaneously perform a transfer via inventory operation.

If an inventory operation is performed, the following inventory transfers will occur according to the status change:

  • From Open to Complete: Inventory transfer is performed as specified by the source and destination.
  • From Complete to Open: Inventory transfer is performed from the destination specified when changing from Open to Complete back to the source.

Prerequisites for Inventory Operations​

To perform inventory operations upon completion of a delivery note, inventory mapping rules must be configured beforehand.

For details on setting up inventory mapping rules, please refer to Configure Inventory Mapping Rules.

Instructions​

Moving to the Delivery Notes List 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.

tip

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

This page explains individual operations.

Changing from Open to Complete​

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

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

  3. Inventory Operation
    Check the box if you want to perform an inventory operation along with the status change.

    Uncheck the box if you do not want to perform an inventory operation.

  4. Inventory Source
    Configure this if you are performing an Inventory Operation.

    Select the Label and Location from each dropdown.

  5. Inventory Destination
    Configure this if you are performing an Inventory Operation.

    Select the Label and Location from each dropdown.

  6. Click the Set the status to complete.

    Upon successful processing, the status of the delivery note will change from Open to Complete.

Returning from Complete to Open​

This can be operated from either the delivery note list or the delivery note details screen.

Operating 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.

    Upon successful processing, the status of the delivery note will change from Complete to Open.

Operating 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.

    Upon successful processing, the status of the delivery note will change from Complete to Open.

Important Notes​

Inventory Quantity for Inventory Operations​

To perform an inventory operation upon completion, the specified source must have an inventory quantity equal to the quantity in the delivery note.

When returning from Complete to Open, the destination specified at the time of completion must also have an inventory quantity equal to the quantity in the delivery note.