How to Create Delivery Instruction

Pre-Requisite

1. Login as a Buyer
2. Issue a Purchase Order
3. Supplier acknowledge the PO
4. Open Purchase Module

Step by Step

1. Select “Receipt” on the top menu
2. Select “Create Delivery Instruction” on the left menu
3. Select the PO you want to instruct by clicking on the checkbox

1. Once the checkbox is selected, the PO will be highlighted
2. Click on the “+Create Delivery Instruction” button on the top right

1. Key-in the delivery date
2. Select the Approval Routes

1. Key in how much item to be instructed under the “To Instruct” Column”
2. Clicking the checkbox under “Instruct to Deliver All” will instruct all of the item quantity.
3. You can add notes under the “Notes” column.

1. You can have multiple DI from the same PO
2. Checkbox if deselect will return it to 0
3. Notes will be received by the Supplier and Approver
4. You can either:
   
   1. Preview the DO
   2. Saved it as a draft
   3. Submit the DI for approval

1. This is the PDF example of the Delivery Instruction.

1. DI status will now be “Pending Approval”.

Notes: Delivery Instruction Approval can be opt out