Delivery & Certificate of Conformity
Delivery notes can be raised against one or multiple works orders
Delivery/C of C – delivery/C of C number
Desp Note Date* – Delivery note date, mandatory field
Status – status of delivery note, Unfinished, Issued or Cancelled
Dispatch Date – date the goods are being delivered, use if different from the Dispatch Note Date
Delivery Type – interim or final
Delivery Method – method for delivery drop down options
Transit Time – number of days for transit, brought through from delivery method settings
Tracking Number – tracking number assigned by courier company
Customer
For deliveries to customers
Name – customer name
Delivery Address – delivery address as per default options in customer record
Contact – default contact as per options in customer record
C of C Address – certificate of conformity address if different from delivery
Supplier
For deliveries to suppliers
Name – name of supplier
Delivery Address – default delivery address as per supplier record
C of C Address – certificate of conformity address if different from delivery
Delivery Details
Displays detail of the on-time delivery window for this customer, this information is setup within the customer record
Days Early – acceptable number of days the delivery can be early
Days Late – acceptable number of days the delivery can be late
Action Button
Use the Action button to display an additional options menu. Right clicking will replicate this action.
Print Interim Delivery Note
Opens the print preview page for an interim delivery note (used as an alternative delivery note layout)
Print Final Delivery Note
Opens the print preview page for a final delivery note
Print Interim C of C
Opens the print preview page for an interim C of C (used as an alternative delivery note layout)
Print Final C of C
Opens the print preview page for a final C of C
Email Interim Delivery Note
Opens a new email message page with the interim delivery note attached as a PDF
Email Final Delivery Note
Opens a new email message page with the final delivery note attached as a PDF
Email Interim C of C
Opens a new email message page with the interim C of C attached as a PDF
Email Final C of C
Opens a new email message page with the final C of C attached as a PDF
Mass Issue
Used to mass issue delivery notes, this action will lock the delivery note where no changes can be made.
Selection Criteria
Select from Delivery Notes for the current Customer
Select from Delivery Notes for all Customers
Select the delivery notes to issue, use CTRL & Shift to select multiple lines.
Issue All Selected, will close the window.
Mass Invoices
Used to create invoices direct from the delivery note screen
Selection Criteria
Select from Delivery Notes for the current Customer
Select from Delivery Notes for all Customers
Only Include Issued Deliveries
Select the delivery notes to create an invoice, use CTRL & Shift to select multiple lines.
Default the Invoice date to:
the current date – uses the current date
the delivery date – uses the delivery date
the dispatch date + transit – use the dispatch date plus the day’s transit
this date – drop down date picker
Invoice will open where additional items can be added including any delivery charges.
Notes
Notes relating to the certificate of conformity can be added within this box and will display at the beginning of the certificate
Delivery Note Table
The delivery note table collates all the batches included on this delivery/certificate number
Works Order – works order reference
Seq – works order sequence number used within assemblies
Required – date the works order was required, used to reference delivery date vs required date for KPI (Key Performance Indicator) purposes
Delivery Status – delivery status, Early, On-Time and Late
Batch – batch number
Qty – quantity on the batch
Description – description of the works order
Drawing Number – drawing number of part on works order
Drg Iss – drawing issue number
Part Number – part number
Part Iss – part issue number
Edit Quantity
To edit the quantity against the batch, click on the Edit button to open the quantity change window.
Old Quantity – displays the old quantity
New Quantity – new quantity can be inserted
Update the Works Order Batch – updates the works order batch, and recalculates the invoice price
Create Works Order Batch (for under deliveries) – tick to have Tricorn create a new batch for outstanding amounts
Change to save
Batch Notes for Delivery and Certificate of Conformity
Notes can be added to the delivery or certificate of conformity batches and will print at the bottom of each document respectively.
Use the edit button to open the Notes Editor window
Add Batch
Use this button to add deliverable batches to the delivery note. The Batches Available for Delivery window will open, select all those required on delivery note.
Remove Batch
Use this button to remove batches from the delivery note.
Traceability
Use this button to view/add or remove traceable items from the printed Certificate of Conformity.
Materials – displays all material traceability
Parts – displays all parts traceability
Tooling – displays tooling traceability
Subcontract – displays subcontract traceability
Swap Batch Numbers – use to change the batch numbers on the Certificate of Conformity
Remove Traceable Record
If a traceability record is not required on the Certificate of Conformity highlight the required record to remove from the middle section of the trace window (above), use the button remove.
Add to Stock
Use this button to add the items to stock if no longer required to be delivered. The delivery note number is used as a reference on the stock record.
Auto Trace
If Auto Trace is switched off within the settings and the occasional traceable record is required use this button to add to the printed Certificate of Conformity.
Issue
Use this button to Issue the current delivery note, once issued the delivery note/certificate of conformity will be locked, no further changes can be made.
Cancel Delivery Note
Use this button to cancel the delivery note. Delivery notes to be cancelled must be at a status of Issued.