Creating a New Fulfillment Notification

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Overview

 

A new Fulfillment Notification based on an existing Order can be raised from the Documents page, Fulfillment Notification Summary or Fulfillment Notification View page:

 

Do-it Select create_fulfillment_button in the dropdown list and Click go

 

The Fulfillment Notification Creation Page is displayed.

 

create_fulfillment_header_save

 

The header details of the Fulfillment Notification is highlighted in yellow and this header must be saved before any lines can be added. If auto-numbering for Fulfillment Notifications has been disabled within the Admin - General Admin module, a Fulfillment Notification number must be entered.

Once this number has been entered, or if auto-numbering for Fulfillment Notifications has been enabled the save button can be clicked on to save the header and create the Fulfillment Notification.

 

create_fulfillment_saved

 

It is also possible to edit an existing Fulfillment Notification that has not yet been sent to the buying organisation (see Editing a Fulfillment Notification).

 

Now that the Fulfillment Notification header has been saved, you can:

 

Do-it Click back to return to the previous screen.

 

Do-it Click PrintPreview to print the Fulfillment Notification

 

Do-it Click DocumentDelete to delete the Fulfillment Notification

 

Do-it Click DocumentSend to send the Fulfillment Notification to the buying organisation

 

Do-it Click edit to change the Fulfillment Notification header / comment details

 

Do-it Click addnew to the right of Document_attachments_box to add an attachment to the Fulfillment Notification

 

Do-it Click AddMultiple to add all lines from the Order lines

 

Do-it Click add within the Request For Quote lines to add a single line to the Fulfillment Notification

 

 

NOTE: You may not be able to send an Fulfillment Notification without entering further information (for example one or more order response lines). Until these actions are complete, the send button will be unavailable:

 

DocumentSendGrey

 

Details displayed on this page include the following:

 

       Bullet Dated - The date of the Fulfillment Notification as stated by the supplier organisation.

 

       Bullet Raised - The date & time that the Fulfillment Notification was raised by the system.

 

       Bullet Shipping Date - the date that the products / services contained within the Fulfillment Notification were shipped

 

       Bullet Delivery Date - the date that the products / services contained within the Fulfillment Notification were delivered

 

       Bullet Sent - Whether or not you have sent the document to the buying organisation.

 

       

fulfillment_header_view

 

 

Further details displayed include:

 

       Bullet Related Documents - Other documents that are associated with this Order Response. Clicking

       on a document will cause the display to switch to that document

 

Bullet Attachments - any attachments added to this document.

 

       Bullet Comments - Further comments added by you regarding this Order Response.

 

Line details displayed include:

 

       Bullet Line - A number indicating the sequence of the lines

 

Bullet Order Line - The line number from the original Order for this item

 

       Bullet Item Code, Item Aux, Description & Comments - The code used for the goods or services, any auxiliary information,

its description and any comments about this line of the Fulfillment Notification

 

       Bullet Quantity - The number of units of the item being included within this Fulfillment Notification

 

       Bullet Unit - The unit of measure of the item

 

       Bullet Packaging - Packaging information about this line of the Fulfillment Notification

 

       Bullet Dimensions - The dimension information about the lines of this Fulfillment Notification e.g. volume, weight etc.

 

fulfillment_line_header

 

 

The Audit contains details of status changes and, if sent, details about the transmission.  To view the Audit details:

 

Do-it Click expand next to Audit and the full details will be displayed:

 

fulfillment_audit_notsent