| Parameter |
Description |
Input Method |
Mandatory |
|
| New Entry |
In order to add a new record, please click on this button. |
Button |
Optional |
| Inspection - Batch entry |
By clicking this link, Batch Inspection Entry can be made. |
Icon (link) |
Optional |
| Delivery - Batch Entry |
By clicking this link, Batch Delivery Entry can be made. |
Icon (link) |
Optional |
| Bar-code entry |
By clicking this link, barcode can be used for creating new entries. |
Icon (link) |
Optional |
| Print delivery sheet |
A Delivery Sheet can be generated in PDF form by clicking this link after enabling [Print] box of the entry you wish to Print. |
Icon (link) |
Optional |
| Issue invoice (each time) |
If [Include in MRP] of the[Invoice to] contact of the [Customer] is set to each timein the Contact Master, the Invoice can be generated in PDF form by clicking this link after enabling the [Invoice] box of the entry you wish to issue a invoice. |
Icon (link) |
Optional |
|
| Sales order reference |
It is possible to copy the contents of the sales order by specifying the [Sales order No.] from this list. |
Extended Dropdown Box |
Mandatory |
| Delivery sheet No. |
This is the number automatically assigned for each Delivery Sheet. This number cannot be specified manually. |
Text Input |
Optional |
| Delivery date |
This is the delivery date of this delivery entry. More precisely speaking, this is the shipping date. The delivered quantity will be subtracted from the available stock on the day specified here and this date will appear on the Delivery Sheet. If the [Criteria for recording sales] on the Company Information screen is set to Delivery date, this date will be used for issuing the invoice. |
Date Input |
Mandatory |
| Inspection date |
This is the inspection date for the item. If the [Inspection lead time] is set in the Contact Master, this field will be automatically calculated from the [Delivery date], based on the days set as the [Inspection lead time]. If the [Criteria for recording sales] of the Company Information screen is set to delivery date, this date will be used for issuing the invoice. |
Date Input |
Optional |
| Customer |
This field cannot be set manually. The customer information will be automatically retrieved from the selected sales order on which you wish to register delivery. If the customer information is already displayed here, only the sales orders received from the selected customer can be chosen. |
Display Only |
Optional |
| Consignee |
Select the consignee entity of the sales order. Only the contact with which [Contact type] is set to customer or consignee can be selected. By default, the orderer will be set to this field. The information set to consignee will be used for the Shipping Instruction and the Delivery Sheet. |
Text Input |
Optional |
| Transaction currency |
This is the currency used for the business transactions with this customer/supplier. This can be set in the Contact Master. |
Display Only |
Optional |
| Currency rate |
Displays [Currency rate] applied. |
Numeric Value Input |
Optional |
| Total amount |
Total amount of the items appeared on this entry will be calculated and displayed. |
Display Only |
Optional |
| Balance of accounts receivable |
The balance of accounts receivable based on the delivery entries made in the past is displayed. The displayed balance does not include the amount of this delivery entry. If the [Invoice to] is specified for this customer in the Contact Master, the balance of accounts receivable of the contact designated as [Invoice to] is displayed. This amount is same as the amount seen in the [Supply method] of the Accounts Receivable Balance screen if ased on delivery entry is chosen for the [Amount basis] VIEW OPTION. |
Display Only |
Optional |
| Total gross profit |
This is the total amount of the gross profit expected to gain based on the delivery entry. |
Display Only |
Optional |
| Credit limit |
Displays [Credit limit] set for this customer in the Contact Master. |
Display Only |
Optional |
|
|
Text Input |
Optional |
| Delivery remarks 1-3 |
Any text specific to this delivery can be registered here. |
Text Input |
Optional |
| Enter credit note |
|
Icon (link) |
Optional |
|
| Sales order No. |
Displays [Sales order No.] registered. |
Display Only |
Optional |
| Line |
Shows the line no. of the detail section. |
Display Only |
Optional |
| Sales order due date |
Displays [P/O remarks] of this entry. |
Display Only |
Optional |
| Sales order P/N |
[Product number] assigned at the Sales Order Entry screen can be chosen. |
Extended Dropdown Box |
Optional |
| Ship out location |
This is the location to ship this item from. |
Dropdown List |
Optional |
| Item code |
This is the unique code assigned for each item. This code will be used throughout GENESISS to identify the item. If this field appears in the VIEW OPTION, it means that this parameter can be used to filter records. |
Display Only |
Optional |
| Item name |
Name of each item can be defined here. This name does not have to be unique throughout GENESISS. If this field appears in the VIEW OPTION, it means that this parameter can be used to filter records. |
Display Only |
Optional |
| Quantity |
This is the quantity ordered within this sales order. This quantity is to be registered by the parameter, such as [Quantity] in the Sales Order Entry screen. |
Display Only |
Optional |
| Qty. remaining |
This is the [Rem. qty. on sales orders] of this item. |
Display Only |
Optional |
| Qty. delivered this time |
This is the quantity delivered this time. This quantity will be subtracted from the available stock. |
Numeric Value Input |
Mandatory |
|
|
Display Only |
Optional |
| Delivery unit price |
This is the price at the time of delivery. The [Sales order unit price] of sales order has been displayed as default. |
Numeric Value Input |
Optional |
| Unit |
This is the unit of the item sold. |
Display Only |
Optional |
| Sales unit original cost |
This is the original cost calculated for product. This information will not be shown on the quote. This amount is automatically calculated by the following formula.
For internally manufactured items:
[Std. mfg. time (min.)] x [Labor charge (per min.)] both defined in the Item Master.For other items:
[Stock assessment unit price ([key currency])] defined in the Item Master. |
Numeric Value Input |
Optional |
| Tax rate (%) |
This is the tax rate used to purchase or sell this item. The rate defined in the Tax Rate Master will take precedence. |
Numeric Value Input |
Optional |
| Amount |
This amount is calculated by [Delivery unit price] x [Quantity]. |
Display Only |
Optional |
| Sales gross profit |
This is the amount of profit gained by this sales order. This is calculated by the following formula.
([Sales order unit price] - [Sales unit original cost]) x [Quantity]. |
Display Only |
Optional |
| Delivery detail remarks |
Any text specific to this delivery detail entry can be stored here. |
Text Input |
Optional |
| Lot No. |
This is the Lot Number used for manufacturing or purchasing the product. If the items ordered are supplied by more than one lot, please supply all lot numbers separating with comma.
Supplied Lot number can be used to identify the lot when a delivery or an internal manufacturing result entry is made. If the lot tracability is not required, this filed may be left blank. |
Text Input |
Optional |
| Completed |
If the quantity of the delivered items equals to or exceeds to the ordered quantity of the items, this order will be considered as Completed and this check box will be automatically checked.
Also by selecting this check box, this order can be considered as completed even some items ordered may be still undelivered. Once the order is considered as completed, the stock reserved for that order will be canceled (released). |
Check Box |
Optional |
|
| New |
When new line is inserted, the arrow icon will be displayed to highlight the line. |
Icon (link) |
Optional |
| Detail |
By clicking this icon, detail of the entry can be displayed. |
Icon (link) |
Optional |
| Delete |
If this button is clicked after selecting the lines, the the lines selected will be deleted. |
Check Box |
Optional |
| Print |
Document can be generated in a PDF format by clicking the document link after enabling the box for each entry. |
Check Box |
Optional |
| Printed |
This indicates that the document for this entry has been printed (generated in a PDF format). |
Display Only |
Optional |
| Inspection |
If inspection is made for the delivered item, please enable this box. Once this box is enabled, [Inspection date] field will become available. |
Check Box |
Optional |
| Invoice |
If [Include in MRP] of the [Invoice to] contact of the [Customer] is set to each time in the Contact Master, this check box appears. To generate the invoice for delivered order for these customer, please enable this check box and click on the [Issue invoice (each time)] link. |
Check Box |
Optional |
| Delivery sheet No. |
This is the number automatically assigned for each Delivery Sheet. This number cannot be specified manually. |
Display Only |
Optional |
| Invoice No. |
This is the Invoice Number generated. |
Display Only |
Optional |
| Line |
Shows the line no. of the detail section. |
Display Only |
Optional |
| Delivery date |
Displays [Delivery date] of this entry. |
Display Only |
Optional |
| Inspection date |
Displays [Inspection date] of this entry. |
Display Only |
Optional |
| Invoice date |
For the Invoice issued, displays the Invoice Date. |
Display Only |
Optional |
| Sales order No. |
Displays [Sales order No.] registered. |
Display Only |
Optional |
| Quote No. |
[Quote No.] is displayed if [Quote reference] is used for this entry. |
Display Only |
Optional |
| Customer order No. |
Displays Displays [Customer order No.] registered. of this entry. |
Display Only |
Optional |
| Date of sales order received |
Displays [Date of sales order received] of this entry. |
Icon (link) |
Optional |
| Sales order due date |
Displays [P/O remarks] of this entry. |
Display Only |
Optional |
| Product number |
Displays Displays [Product number] registered. of the item. |
Display Only |
Optional |
| Customer code |
Displays [Contact code] of the [Customer]
[Customer] set for this entry. |
Display Only |
Optional |
| Customer name |
Displays [Contact name]
of the [Customer]
set for this entry. |
Display Only |
Optional |
| Contact group code 1-3 |
Displays the [Contact group code 1-3] of the contact group with which orderer's [Contact group 1-3] is set to in the Contact Master. |
Display Only |
Optional |
| Contact group name 1-3 |
Displays the [Contact group name] of the contact group with which orderer's [Contact group 1-3] is set to in the Contact Master. |
Display Only |
Optional |
| Invoice to code |
This is the [Contact code] of the [Invoice to] contact of the [Customer] defined in the Contact Master. |
Display Only |
Optional |
| Invoice to: Name |
This is the [Contact name] of the [Invoice to] contact of the [Customer] defined in the Contact Master. |
Display Only |
Optional |
| Criteria for recording sales |
Displays [Criteria for recording sales] defined in the Company Information screen at the time of the entry. |
Display Only |
Optional |
| Invoicing pattern |
This is theThis is the[Include in MRP] set for this Invoice. of the contact set as This is the[Invoice to] set for this Invoice.. |
Display Only |
Optional |
| Tax unit category |
It is possible to filter records by the [Tax unit category]. |
Display Only |
Optional |
| Rounding |
It is possible to filter records by the [Rounding]. |
Display Only |
Optional |
| Consignee code |
This is the [Parent item]
of the consignee contact set for this order. The order's shipping address will be chosen as default. Contacts with which [Contact type]
is set to customer, or consignee in the Contact Master can be chosen. |
Display Only |
Optional |
| Consignee name |
This is the [Contact name]
of the consignee contact set for this order. The order's shipping address will be chosen as default. Contacts with which [Contact type]
is set to customer, or consignee in the Contact Master can be chosen. |
Display Only |
Optional |
| Item code |
Displays [Item code] of this entry. |
Display Only |
Optional |
| Item name |
Displays [Item name] of this entry. |
Display Only |
Optional |
| Show item master |
By clicking this link, you can jump to the Item Master with this item set as the parent item. |
Icon (link) |
Optional |
| Ship out location |
Displays [Ship out location] of this entry. |
Display Only |
Optional |
| Quantity |
This is the quantity registered with this entry. |
Display Only |
Optional |
| Tax rate (%) |
Displays [Tax rate (%)] of this entry. |
Display Only |
Optional |
| Delivery unit price |
Displays [Delivery unit price] of this entry. |
Display Only |
Optional |
| Amount delivered |
Displays [Total amount] of this entry. |
Display Only |
Optional |
| Sales original cost |
This is calculated by multiplying [Sales unit original cost] and [Quantity]. |
Display Only |
Optional |
| Sales gross profit |
This is the amount of profit gained by this sales order. This is calculated by the following formula.
([Sales order unit price] - [Sales unit original cost]) x [Quantity]. |
Display Only |
Optional |
| Transaction currency |
Displays Contact Master: [Transaction currency]. |
Display Only |
Optional |
| Delivery unit price (Foreign currency) |
Displays [Delivery unit price] in [Transaction currency] chosen for this customer in the Contact Master. |
Display Only |
Optional |
| Currency rate |
Displays [Currency rate] applied. |
Display Only |
Optional |
| Amount delivered ([Foreign currency]) |
Displays [Amount delivered] in [Transaction currency] chosen for this customer in the Contact Master. |
Display Only |
Optional |
| Sales original cost ([Foreign currency]) |
Displays [Sales original cost] in [Transaction currency] chosen for this customer in the Contact Master. |
Display Only |
Optional |
| Sales gross profit ([Foreign currency]) |
Displays [Sales gross profit] in [Transaction currency] chosen for this customer in the Contact Master. |
Display Only |
Optional |
|
|
Display Only |
Optional |
|
|
Display Only |
Optional |
| Item group code 1-3 |
Displays [Item group code] of the item group (which is defined in the Item Group Master) to which the [Item group 1-3] of the item delivered belongs to (which is defined in the Item Master). |
Display Only |
Optional |
| Item group name 1-3 |
Displays [Item group name 1-3] of the item group (which is defined in the Item Group Master) to which the [Item group 1-3] of the item delivered belongs to (which is defined in the Item Master). |
Display Only |
Optional |
| Manufacturer |
Displays [Manufacturer] status of this entry. |
Display Only |
Optional |
| Specification |
Displays [Specification] of this entry. |
Display Only |
Optional |
| Shelf No. |
Displays [Shelf No.] of this entry. |
Display Only |
Optional |
| Completed |
Displays [Completed] status of this entry. |
Display Only |
Optional |
|
|
Display Only |
Optional |
| Sales order staff |
This is the staff registered as [Staff (Own company)] on the Sales Order Entry screen. |
Display Only |
Optional |
| Ship out lot |
|
Display Only |
Optional |
| Lot No. |
Displays [Lot No.] of this entry. |
Display Only |
Optional |
| Template sheet |
This is the [Template (Invoice)] specified for this customer, defined in the [Item name] and this template is used for issuing the Invoice for this customer. If the template is not specified in the Contact Master, the template sheet chosen at the Select Template dialog will be used. |
Display Only |
Optional |
| Delivery detail remarks |
Displays [Delivery detail remarks] of this entry. |
Display Only |
Optional |
| Delivery remarks 1-3 |
Displays [Delivery remarks 1-3] of this entry. |
Display Only |
Optional |
| Contact remarks 1-5 |
Displays Contact Master: [Contact remarks 1-5]. |
Display Only |
Optional |
| Item remarks 1-5 |
Displays [Item remarks 1-5] defined in the Item Master. |
Display Only |
Optional |
| Consignee zip code |
This is the [Zip code] of the consignee contact set for this order. The order's shipping address will be chosen as default. Contacts with which [Contact type] is set to customer, or consignee on the Contact Master can be chosen. |
Display Only |
Optional |
| Consignee address 1 |
This is the [Address 1] of the consignee contact set for this order. The order's shipping address will be chosen as default. Contacts with which [Contact type] is set to customer, or consignee on the Contact Master can be chosen. |
Display Only |
Optional |
| Consignee address 2 |
This is the [Address 2] of the consignee contact set for this order. The order's shipping address will be chosen as default. Contacts with which [Contact type] is set to customer, or consignee on the Contact Master can be chosen. |
Display Only |
Optional |
| Consignee Tel. |
This is the [Tel.] of the consignee contact set for this order. The order's shipping address will be chosen as default. Contacts with which [Contact type] is set to customer, or consignee in the Contact Master can be chosen. |
Display Only |
Optional |
| Consignee FAX |
This is the [Fax.] of the consignee contact set for this order. The order's shipping address will be chosen as default. Contacts with which [Contact type] is set to customer, or consignee in the Contact Master can be chosen. |
Display Only |
Optional |
| Consignee E-Mail |
This is the [E-Mail] of the consignee contact set for this order. The order's shipping address will be chosen as default. Contacts with which [Contact type] is set to customer, or consignee in the Contact Master can be chosen. |
Display Only |
Optional |
| Person to contact (customoer) |
This is the [Staff (Own company) ] of the consignee contact set for this order. The order's shipping address will be chosen as default. Contacts with which [Contact type] is set to customer, or consignee in the Contact Master can be chosen. |
Display Only |
Optional |
| Consignee remarks 1 |
This is the [Contact remarks 1-5] of the consignee contact set for this order. The order's shipping address will be chosen as default. Contacts with which [Contact type] is set to customer, or consignee in the Contact Master can be chosen. |
Display Only |
Optional |
| File |
If any files are attached with this entry, displays yes. |
Display Only |
Optional |
| Last update date |
Displays the date on which this entry was updated last time. |
Display Only |
Optional |
| Last updated by |
Displays the user by whom this entry was updated last time. |
Display Only |
Optional |
|
| View option preset |
Customized VIEW OPTION settings can be saved and reused. Click on the icon in the right to save the filter setting. |
Dropdown List |
Optional |
| Sales order No. |
It is possible to copy the contents of the quote by specifying the quote number shown in the list. This field is available only for new sales order. |
Dropdown List |
Optional |
| Customer order No. |
It is possible to filter records by the Displays [Customer order No.] registered.. |
Dropdown List |
Optional |
| Product number |
It is possible to filter records by the product number. |
Dropdown List |
Optional |
| Quote No. |
It is possible to filter records by the Displays [Quote No.] registered.. |
Dropdown List |
Optional |
| Delivery sheet No. |
Displays [Contact name] registered for this entry. |
Dropdown List |
Optional |
| Customer code/name |
It is possible to filter records by the [Contact code] or the [Contact name] registered for this entry. |
Dropdown List |
Optional |
| Contact group |
It is possible to filter records by the contact group. |
Dropdown List |
Optional |
| Item code/name |
It is possible to filter records by the [Item code] or the [Item name] registered for this entry. |
Dropdown List |
Optional |
| Item group |
It is possible to filter records by the item group. |
Dropdown List |
Optional |
| Manufacturer |
It is possible to filter records by the [Manufacturer] registered for this entry. |
Dropdown List |
Optional |
| Specification |
It is possible to filter records by the [Specification]. |
Dropdown List |
Optional |
| Shelf No. |
It is possible to filter records by the [Shelf No.]. |
Dropdown List |
Optional |
| Ship out location |
It is possible to filter records by the [Ship out location]. |
Dropdown List |
Optional |
| Invoice to code/name |
It is possible to filter records by the [Contact code] or the [Contact name] of the [Invoice to] of the [Customer] defined in the Contact Master. |
Dropdown List |
Optional |
| Consignee code/name |
It is possible to filter records by the [Consignee code] or the [Consignee name] of this entry. |
Dropdown List |
Optional |
| Staff code/name |
It is possible to filter records by the [Staff code] or the [Staff name] of this entry. |
Dropdown List |
Optional |
| Sales order staff |
It is possible to filter records by the [Sales order staff] of this entry. |
Dropdown List |
Optional |
| Delivery date |
It is possible to filter records by the [Delivery date]. |
Dropdown List |
Optional |
| Inspection date |
It is possible to filter records by the [Inspection date]. |
Dropdown List |
Optional |
| Total amount |
It is possible to filter records by the [Total amount sold]. |
Dropdown List |
Optional |
| Lot No. |
It is possible to filter records by the [Lot No.]. |
Dropdown List |
Optional |
| Delivery remarks 1-3 |
It is possible to filter records by the [Delivery remarks 1-3]. |
Text Input |
Optional |
| Show detail |
By setting this parameter to show, detail of the sales order can be listed in the list screen as well. Following two Options are available. hideshow |
Dropdown List |
Optional |
| Print status |
Print status can be used for filtering records. Following three options are available. (all)not printed onlyprinted only |
Dropdown List |
Optional |
| Invoicing pattern |
|
Dropdown List |
Optional |
| Cut-off date group |
This parameter is to be used for filtering clients in the Invoice Issuance (for Cut-Off Date Invoice) or in the Delivery Entry screen. Please note that the system does not issue Invoices automatically upon the date set by this setting. 31 indicates the end of month. |
Dropdown List |
Optional |
