Delivery Docket Recording

A delivery docket is a category of transaction that can be useful for reporting and tracking transactions.

When a delivery docket transaction is created and saved, CAPITAL will prompt the operator to enter the transaction number that the delivery docket is related to. This number would refer to an invoice or sales order transaction that has been previously entered in the system.

To set-up a delivery docket do the following:

1. Start the INSTALLATION Workshop program.

2. Under the Install menu select Advanced|Transaction Sequences.

3. From the list of available choices decide which transaction type will be used as a delivery docket. Move the arrow keys to this transaction and type in D. Docket or whatever wording is appropriate here.

4. This should not be transaction type 1.

5. Click on Finished.

6. Under the Install menu select Invoicing|Transaction Behaviour.

7. Next to Delivery Docket select the transaction you wish to use as a delivery docket as per step 3.

To locate a transaction based on a delivery docket number, run the Back Order Movements Report.