Deliveries

The Deliveries area allows users to view Purchase Orders and Credit Orders that have a Requested For date assigned.

The Deliveries calendar displays a row for each Site in the system, along with a Region column for each Site, showing the Region assigned to the Site from the Region dropdown in the Site’s Details page.

Users can navigate the calendar using the right arrow to move forward by two weeks and the left arrow to move back by two weeks. The TODAY button returns the view to the current week.

The column for the current date is highlighted in green to indicate today’s date.

Viewing Deliveries

Purchase Orders and Credit Orders with a Requested For date are displayed in the calendar by highlighting the relevant Site and Date cell using the Tab Colour defined in the Settings Details page.

The user can select a highlighted cell in the calendar to open the delivery popup for the selected Site and Date.

The delivery popup contains multiple columns which each display key information for Purchase Orders and Credit Orders that have a Requested For date matching the selected date, as described below.

The header of the delivery modal contains the Site that the popup is relating to along with the selected date.

• PO Number – Displays the PO/CO Number for the Purchase Order or Credit Order, which is automatically generated by the system when the order is sent.
• Supplier – Displays the Supplier associated with the Purchase Order or Credit Order, which is derived from the Supplier dropdown in the Purchase Order Details or Credit Order Details page.
• Site – Displays the Site associated with the Purchase Order or Credit Order, which is derived from the Site dropdown in the Purchase Order Details or Credit Order Details page.
• Plot – Displays the Plot associated with the Purchase Order or Credit Order, which is derived from the Plot dropdown in the Purchase Order Details or Credit Order Details page.
• Record – Displays the Record associated with the Purchase Order or Credit Order, derived from the Record dropdown in the Purchase Order Details or Credit Order Details page. This can be a Plot Build Stage, Variation, or a Customer Care Number if the Purchase Order was created through the Customer Care Materials tab.
• Sent Date – Displays the Sent Date for the Purchase Order or Credit Order, which is the date they were approved and sent.
• Delivery Requested For – Displays the Delivery Requested For date for the Purchase Order or Credit Order, which is derived from the Requested For date selector in the Purchase Order Details or Credit Order Details page.
• Delivered Date – Displays the date the Purchase Order or Credit Order was marked as delivered, which is the date the Delivered checkbox was selected in the Purchase Order Details or Credit Order Details page.

The user can select a Purchase Order or Credit Order row from the table, and the system will navigate directly to the selected record.