Deliveries
Booking In Of Your Orders
This article will help you create deliveries based on an invoice. It applies for Purchase-to-Pay (P2P/AIM) set up only. This is a quick and easy process, providing the ability to record deliveries using a supplier invoice as a template.
AIM/P2P is the advanced side of Pi's Finance module. Contact your Account Manager if you would like to learn more and to see if your suppliers are P2P compatible.
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TABLE OF CONTENTS
Getting Started
- Select the Deliveries module from the left-hand navigation bar
- Select Create From Invoice
- Within the Select invoice page use the search fields to find an invoice
- Click Create delivery
You can also create deliveries via an AIM invoice, using the Deliveries tab within the invoice itself:
Completing Deliveries
- Make sure a Delivery date (and time) has been entered
- Check that you are happy with all products you have been invoiced for, and that the Invoiced and Delivered quantities match (if short delivered, enter the delivered amount in the Delivered quantity text field)
- Click Save to complete
The delivery date and time will help ensure your book in is accurate - this especially helps when it comes to tracking stock count and budget spend, plus helps to highlight any discrepancies between what has been received vs invoiced.
You can add notes and request credits directly through your AIM invoice.
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