Regular delivery time

Enter the standard delivery time specified by the supplier in working days. The delivery date is calculated on the basis of the working calender defined in the Master data tab.

Order confirmation

Activate this option if an order confirmation should be sent by the supplier within the number of working days specified here. The supplier can send the order confirmation by CBL or enter the data himself if he has access to Impact Ordering. If the information is provided by fax or telephone, the purchaser can enter it in the system (see Creating order confirmations).

Activate the option required if the supplier and the purchaser should be notified if an order confirmation has not been issued within the specified number of working days.

Dispatch notification

Activate this option if a delivery advice note should be sent by the supplier within the number of working days specified here.  The supplier can send the delivery advice note by CBL or enter the data himself if he has access to Impact Ordering. If the information is provided by fax or telephone, the purchaser can enter it in the system (see Creating delivery advice notes).

Activate the option Confirmation necessary for entry  if it should only be possible to create a delivery advice note after an order confirmation has been issued.

Reminder on delivery note

Activate these options if you want to send reminders (after the specified number of days) to the user who ordered the goods (the first reminder), but also to the purchaser (the 2. and 3. reminder) that a delivery note must be issued.

No replacement products on delivery note

Activate this option if it should not be possible to record substitute products on the delivery note. Substitute products are products that have been delivered instead of the ordered products

No supplementary product on delivery note

Activate this option if it should not be possible to record additionally delivered products on the delivery note. Additionally delivered products are products that were not ordered but have been delivered.

Delivery note export

Select the dispatch method that should be used for the delivery note. The available options are similar to those for the order dispatch type.

Subsequent delivery

Activate this option if the supplier automatically delivers replacements for goods that were returned or disposed of.

Complaint - send mail to supplier

Activate this option if the supplier should automatically receive an e-mail when a complaint has been closed.

Complaint configuration

In this list you can select a pre-defined complaint configuration that specifies the permitted treatments for each complaint reason. See Complaint configurations list and Complaints - Reasons and treatments for more information.

Allow reorder

Activate this option if it should be possible to reorder goods for which a complaint has been issued.

Partial delivery as standard treatment for short quantity delivery

Activate this option if short quantity deliveries should be automatically treated as partial deliveries. This setting can be changed manually in the complaint details.

Accept as standard treatment for overshipment delivery

Activate this option if over shipments should be automatically accepted This setting can be changed manually in the complaint details.

Confirmation of receipt of goods

With this option you can specify whether receipt of goods should be recorded manually or automatically. If the receipt of goods is recorded automatically by the system, a delivery note is created automatically after the indicated number of days (from the order date or receipt of invoice, as selected).

use delivery date for creation

Amounts/quantities included

Enter the basis for the quantity:

• order only (and cancellation): The receipt of goods is issued based on the order minus already cancelled quantities.
• order confirmation (no dispatch notification): If no order confirmation exists, the data of the order (without cancellations) are taken into account
• dispatch notification (order confirmation if none): Corresponds to the settings of the manual entry. If there is no dispatch notification, the data of the order confirmation are taken into account. If there is also no order confirmation, the data of the order (without possible cancellations) are relevant.

Note: It is recommended to activate the options order confirmation and dispatch notification only if they are used in the system.

Contradiction time

If the receipt of goods is confirmed automatically, the number of days within which the user can contest the delivery can be specified here. The delivery note can only be closed automatically and any existing invoice be further processed after this deadline.

Wrong delivery email

Activate this option if an e-mail should be sent to the purchaser recorded in the basic contract if the automatic receipt of goods establishes that the delivered quantity is different from the expected quantity when closing a delivery note. The purchaser can then create a complaint.

Contradiction time of complaint

If there are differences between the expected quantity (from the order, confirmation of order or dispatch notification)and the goods received, a complaint is created automatically. After the number of days specified here (0=immediately), the purchaser can contradict the automatically created complaint by processing and closing the complaint. If the purchaser does not contradict within this period, the complaint will be closed automatically.

Messages

Activate this option if, in case of differences in the automatically created dispatch  notification or in the automatically created complaint, a message should be sent to all purchasers of the company instead of the purchaser contact entered in the basic contract.

The message regarding a complaint generated by automatic receipt of goods goes either to all purchasers of the affected company or to the purchaser recorded in the Purchaser contact field.