Video tutorial
Tutorial content:
- Creation of an acceptance report
- Example of creating an acceptance report – 1st way
- Example of creating an acceptance report – 2nd way
- Create print templates in PDF format
- Sample transfer report
Once the goods or services are ready, it can be delivered to the customer. The acceptance reports are used to organize the handover of items within the contract.
1. Creating an acceptance report – 1st way
First, click on the STORE tab in the top gray bar. Acceptance reports can be created separately by clicking on the Acceptance reports application and then clicking on New acceptance report in the left navigation bar. We will fill the Friendly name of the report in the form, check the date of issue, the date of accept, the Delivery person and the Business unit. We assign the report to a specific contract using a picker. This step will automatically copy the customer's name. In the table Contract items we see all the items that the contract contains. We can now copy the items we selected to the acceptance report. However, if we want to copy all items, we click on the Copy all from contract button. We now see all copied items in the Acceptance report items table.
2. Creating an acceptance report – 2nd way
The creation of an acceptance report is also possible directly from the edit form Contracts, which can be accessed from the left navigation bar by clicking on Quotations and contracts and then clicking on All contracts . On the page, we will open the required Contract from the list, where on the Store tab we will click on the New acceptance report button. We will fill friendly name of the report in the form, check the date of issue, the date of accept, the Delivery person and the Business unit. The data for the contract field, the customer name and the contract items were copied automatically. To copy all items to our acceptance report, click on the Copy all from contract button.
3. Print and complete the acceptance report
If we have the acceptance report ready, we can export it to a PDF document – in this case, the record will be automatically saved beforehand. In the section Print reports we will click on the button Acceptance report and then we will print our document. We will now save the form. Once all goods or services have been delivered to the customer, we click on the General tab and change the order status to Delivered. Finally, click on the Save button.