The deliveries tab displays the information on deliveries that have been recorded against a purchase order. Deliveries must be recorded against a line item for a purchase order.
The top of the deliveries window displays a summary list of all the deliveries that have been made against the current purchase order. The bottom left hand side of the deliveries window displays the details about the currently highlighted delivery. The bottom right hand side of the deliveries window displays summary information about the stock item for the currently highlighted delivery.
The fields on the deliveries tab are:
Line Number - This is the line number of the current purchase order line item that the delivery is being made against. You can select the line number from the list of available line numbers.
Stock Item Details - The system will display the stock item code and description of the stock item for the purchase order line item that the delivery is being made against. If the stock item is a material item, the system will display the words "Material Item" just below and to the right of the stock item description.
Quantity Due - This is the quantity that is still due for the line item that the delivery is being made against. This field is displayed by the system once you have specified a line number, and it cannot be edited from this tab.
Date Due - This is the date that the delivery was expected on. This field is displayed by the system once you have specified the line number, and it cannot be edited from this tab.
Quantity Delivered - This is the actual quantity of the stock item that was delivered. When you select a line number for this delivery, the system will automatically default the quantity delivered to the quantity due. You can change this amount if it is not correct.
Delivery Date - This is the actual delivery date. This defaults to today's date when you add a new delivery.
Delivery Docket - This is to record the docket number for the delivery. This is usually the number on the paper copy of the delivery docket.
Delivered To Details - This is the stock location and bin number for the stock item that the stock delivered was placed into. You must select a stock location and bin from the list of available locations and bins for the stock item.
Order Units - This is the order units for the stock item. This is displayed by the system when you select the line number. You cannot edit this field from this tab.
Issues per Unit - This is the number of issue units per order unit for the stock item. This is displayed by the system when you select a stock item for the line item. This value is set from the stock item details tab, and it cannot be edited from this tab.
The system also displays the stock item summary details. These details are for display only. The stock item summary details are:
Total Stock - This is current quantity of the stock item on hand, measured in issue units.
Due In - This is the total number of issue units of the stock item that are on order but not yet received. This field is calculated by the system from the purchase orders in the Stock Module.
Due Out - This is the total number of issue units of the stock item that have been requested but not yet issued. This field is calculated by the system from the requests in the Stock Module.
Balance - This is the total stock on hand plus the dues in minus the dues out minus awaiting requisitions.
Stock Value - This is the total stock on hand multiplied by the Average Issue Unit Price.
When you receive deliveries of stock that are material items, you can requisition the stock for outstanding work orders that require deliveries of this stock item.
When you add a delivery and save your changes, Pinnacle will display a window which shows you the work orders that require this stock item. The work orders are sorted by priority, then by due date, so the work orders at the top of the list are the more urgent work orders.
You can see the quantity of the stock item that is required by the work order, and the quantity that has currently been requisitioned by this stock item. Pinnacle will automatically distribute the quantity that you have just delivered across the work orders that require the stock, however you can change the amount assigned to each work order if you choose.
Work Order Estimated Materials Tab