To open the delivery module, open the Project menu and select Delivery. This will open a display of all orders which are cleared for delivery.
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1.List of Orders
Displays all orders which have been locked in the Procurement module. Create new order
Edit layout
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Switch view:
The list of orders can be configured
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to be displayed either
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On the left-hand side
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Above the details.
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“Swith view” to change view.
Display order
Orders can be displayed as
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:
Detailed list
Large or small icons
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Right click the list to display these options.
2.
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Searches
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Searches
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2.1 Search Items in Delivery
The delivery module has its own search function which search for Occurrences/individuals in delivery, based on specified criteria. This function can be used to produce residual lists by searching for
equipment with a specific status
lists of occurrences/individuals for follow-up within a specific period of time
lists of equipment from specific suppliers etc.
2.2 Search through orders
This option will search through all the orders which contain parts of your search word. Your search word can include an order number, order name, agreement number, agreement name or supplier.
Order number
Order name
Agreement number
Agreement name
Supplier.
If you select exact search, the program will only search for exactly what you enter in the search field. You can also use random characters (* or ?) to widen the search result. * specifies one or more random characters, while ? specifies one random character. If you perform a search without selecting Exact search, the program will automatically enter a * character in front of and behind your search word.
Details
The Details tab displays general order information,
3. Order information
You are able to display information about the order:
Details Tab: Displays general order information.
Items/Occurrences: Displays overview of Items and Occurrences.
Supplier
status for the order and an overview of status for the occurrences/individuals in the order. The status for an order is defined by the project – both the quantity of different statuses and their names. Once an order has been cleared for delivery, the status will automatically be assigned as the first alternative. The statuses for the entire order have no direct link with the statuses for the occurrences/individuals of the items. This can be viewed in the list of orders and for the individual item in the search window (see copy Searches and Residual Lists-).
Under Items/Occurrences you can view the quantity of items in an order and their status. The different statuses for the items (occurrences and individuals in an order) are defined by the project and are not directly linked to the statuses for the order. The first line displays how many occurrences/individuals there are in total for the order. The next line shows how many of them have registered a delivery status. The following lines show the different statuses and the quantity for each of these.
Tabs in the delivery window
The next tab is called Item/occurrences and this is where you register status and information for the occurrence/individual; see Delivery registration of FF&E_occurrences. The remaining tabs are project-specific and may therefore vary from project to project. The project may add tabs and fields where you can register more information on an order.
Toolbar
In addition to a Save button which you use to save order information, there is also a button which opens the search window (see copy Searches and Residual Lists) and one which opens the log. This log contains all changes made at order level.