Delivery documents and handover record
Period end
Situation
Accounting needs complete delivery paperwork before invoicing.
Recommendation
Track the Delivery Order’s Delivery documents card; the handover record is the print of a delivered DO.
Why
One definition of “documents complete” drives the card, the Missing documents filter and the Create invoice button. Delivery signatures live in the signature ledger; customer confirmation goes through the Signatures module. The record prints only once the DO is delivered. With the documents gate on, a merely shipped DO cannot be invoiced.
Steps
- Deliver and capture the delivery signature.
- Attach required documents.
- Use the Missing documents filter to review gaps.
- Print the handover record from the delivered DO.
- Invoice once documents are complete.
Avoid
- Keep the record as a separate document and edit its figures.
Roles & permissions
Delivery; sales accountant.