Action: Create a Delivery Docket/Receipt

Action: Create a Delivery Docket/Receipt

Creating a delivery docket is easy in QicWorks. Once a Delivery Docket is created your Purchase Order will update to reflect the quantity delivered (see Updated Purchase Order below)
Delivery Dockets do not push to your accounting software.
To create a Delivery Docket the specified Purchase Order must be in Issued mode.

This  help file has been designed to show Users where they can enter Delivery Dockets for items purchased using a Purchase Order.

Via Business Menu - User knows the Purchase Order number this Delivery Docket is for
Click on  Business  from the main menu, then click on  Purchase Orders . Click on the  purchase order number  hyperlink that this Delivery Docket is for. From the Receipts menu click on  Create Delivery Docket .

Create a Delivery Docket

Purchase Order Item Details

Once expanded, you will see the following:

  Expand/Collapse Toggle: Click on expand or collapse this Purchase Order item details.
B   Ordered: Quantity, Unit Cost and Total taken from Purchase Order.
  Received to date: Quantity of goods or services received to date. This value is the last committed quantity - see   E   below.
D    This Docket Value: Enter the quantity received as shown on the Delivery Docket.
E     Committment Values: Enter the value you wish to commit to your billable report.

F     Edit Account Settings: Click to review the Chart of Account, Tax Rate and Department currently assigned to this item. 

G   Transaction History:  Click to expand to see the history of any existing Delivery Dockets, Bills and/or Credit Notes assigned to this Purchase Order. The most recent transactions will appear at the top.

Add Item 

This feature was created to capture unknown costs associated with your purchase order such as packing and freight charges. Any data entered here will update your Purchase Order.

Click on the  Add button  to expand and add an item. Once first item is entered, click add button to continue adding lines/items.

 Purchase Order Item Details

    Field Name
     Start typing to select item code (internal part number) from Pricing Tables. By entering this code, the item's description will prepopulate.
    Free text field to enter the item's description
    Quanity of item purchased
   Unit of Measure for this item ie each, roll, m
     Unit Cost
   Cost per unit for this item
   Total value of this item
    Delete Icon
   Click delete icon to delete line
    Select how you wish to cost this item ie assign to a WBS or particular Task.

By selecting Task, QicWorks will automatically use the WBS assigned to the Task for Job Costings.

If the WBS has both Rates and Quoted financial values a toggle switch will appear for the user to select applicable rate.
  Once the WBS has been selected, QicWorks will enter the default mark up value for that WBS. Users are then able to override this value if required.
  WBS Category Dropdown
  Allocate the cost of this purchase to Purchases, Indirect or Direct Labour, Subcontractor, Equipment or Material within your Job Financial reports.
   Chart of Account
   Select applicable Chart of Account. This is used to prepopulate your Bills and Delivery Dockets. Entering a Chart of Account is mandatory to push the data to your accounting software.
   Tax Code
   Select applicable Tax Code.  This is used to prepopulate your Bills and Delivery Dockets. Entering a Tax Rate is mandatory to push the data to your accounting software.
   Prepopulated if Task has been selected, alternatively click and select Department from dropdown. Departments are used to breakdown your financial reports.

Don't forget to click Save to save your changes.

QicWorks has introduced Save + New plus Push + New button options to help save time.

Updated Purchase Order

You will notice that once you have saved your Delivery Docket/Receipt your purchase order has been updated to show quantities ordered, received and outstanding.

For more information about Delivery Dockets see:  Delivery Docket
For more information about how to view, edit or print a copy of your Delivery Docket see:  Action: Edit, View or Print Delivery Docket
For more information about managing your Bills see:  Bills
For details on how to enter an expense see:  Expense
For more information about when to capture your purchase order values see:  Cost Management

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