Under the Items/Occurrences tab, you register delivery information for the individual item or occurrence. The items ordered from the supplier are displayed in the top part of the window while the different occurrences/individuals for the selected item are displayed in the bottom part of the window. Please note that if individuals have been generated for an occurrence, these are displayed and not the occurrence. When working with registration of delivery statuses, you can choose to register information for the individual item, occurrence or individual, for several at the same time, for all occurrences/individuals of an item, for several items or for the entire order. We will provide more information on this later.
Occurrences/individuals in the delivery
The bottom part of the window displays occurrences/individuals ordered for the items selected above. In front of each occurrence/individual is an icon with the following definitions:
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Icon
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Definition
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The occurrence/individual is on order and no delivery status has been registered
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The occurrence/individual is coming from an additional order and no delivery status has been registered
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Delivery status has been registered for this item, occurrence or individual
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If you only want to specify status and not register any more information on the individual, you can right click and select the status you want (you can also use the shortcut keys Ctrl + 1-9). If you want to remove all statuses for the item, you can select Remove from delivery from the right click menu or press Delete. If no individuals have been entered for a unit, you can also change the quantity specified for delivery, if required by special circumstances. To do so, select Change delivery quantity. Please note however that the occurrence/individual will be displayed as registered for delivery and only the quantity will change.
You can change several occurrences/individuals at the same time. To do so, hold down the Before moving forward we recommend that you read: Delivery Module (DM)
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Advice when registering in the delivery module
Multiple select Items and Occurrences/ individuals
You can change several Occurrences/individuals by hold down Ctrl or Shift keys while marking the occurrences/individuals you want to change. You can then use status selection directly from the menu or use shortcut keys, or you can select Edit or press the Enter key. This will open a similar dialogue box which allows you to change all selected occurrences/individuals. There is a selection box
When you have selectet several Items or Occurrences of Items a selection box will appear in front of each field where you can in the “Edit” window. Use the checkbox to specify which fields you want to edit for all the selected Items/ occurrences. Select the fields you want to use and their value then click OK.
Efficient registration
Register as much information as possible at the highest possible level. If , for example, you want to remove follow-up for several occurrences/individuals, you can remove the selection mark in front of the follow-up field and leave the field empty.
Items in the delivery module
As previously mentioned, the top part of the window displays information on all items in the order. In front of each item is an icon indicating whether delivery status has been registered for any of the occurrences/individuals for this item. The icons have the following definitions:
Icon | Definition |
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| All occurrences/individuals for this item are in order and no delivery status has been registered for any of them |
| All occurrences/individuals for this item are in additional order and no delivery status has been registered for any of them |
| Delivery status has been registered for some of the occurrences/individuals for this item, but not all |
| Delivery status been registered for all of the occurrences/individuals for this item |
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If you want to change delivery status for all occurrences/individuals of an item, you can do so by double clicking, selecting Edit from the menu or pressing Enter for a selected item. This will open the same dialogue box as when you change several occurrences/individuals (which is what we want to do). This is described above. You can also select several items and perform the same operation. You use the same shortcut keys and menu selections to delete and enter status for one or more items as for occurrences/individuals.
If you want to change delivery statusfor all occurrences/individuals in an entire order, you can use the top right-hand button, Change all occurrences.
Advice when registering in the delivery module
To ensure fully efficient registration, you should register as much information as possible at the highest possible level. If you want to register delivery of an entire order, but with a few exceptions, it is advisable to select all the items which are complete, or the entire order, then register that everything has been received and then remove this registration for those items which did not apply, instead of registering this information for each individual item.
The efficient use of shortcut key combinations and shortcut keys will also make registration work much more simple – see copy Navigating in Delivery Panel.register delivery of an entire order, but with a few exceptions. Instead of registering this information for each individual item:
Select all the items which are complete, or the entire order,
Register that everything has been received
Remove the registration for those items which did not apply,
The efficient use of shortcut key combinations and shortcut keys will also make registration work much more simple
Registrate Delivery Status for all occurrences/individuals in an order
Select order
Select “Change all occurrences”
Select the checkbox
Select the satus from the drop-down menu
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Registrate Delivery Status on all Occurrences/individuals of an Item
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Select the Order
Select the “Items / Occurrences” tab
Select one or several Items
Select the status either by:
a. Opening the “Edit multiple records ” window and select the status in the drop-down menu. Open window by either:
i. Right click and select “Edit”
ii. Select “Enter” on your keyboard
iii. Double click on the Item
b. Select the “Status”
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i. Right click on the Item and select “status”.
ii. Use the shortcut keys Ctrl + 1-9
Registrate Delivery Status on Selected Occurrences/ individuals of the Items
If individuals have been generated for an occurrence, these are displayed and not the occurrence. For individual will the quantity always be 1
Select the Order
Select the “Items / Occurrences” tab
Select the Items
Select one or several Occurrences of Items/ Individiual of Occurrence.
Select the status either by:
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a. Opening the “Edit” window and select the status in the drop-down menu. Open window by either:
i. Right click and select “Edit”
ii. Select “Enter” on your keyboard
iii. Double click on the Occurrences /Individiual
b. Right click on the Occurrences/ Individual Select “The status”
b. Select the “Status”
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i. Right click on the Occurrences/ Individual and select “status”.
ii. Use the shortcut keys Ctrl + 1-9
Remove delivery status
Select the Item or Occurrence / Individual
Remove status by either:
Select “Remove from delivery the right click menu
Press “Delete” on your keyboard