Delivering a sales order
Every order can be delivered. Delivery means a service has been performed or a good was supplied. The customer usually acknowledges receipt of the service or good by signing a delivery note.
A delivery can be considered as a pre-billing element that can be managed by a project manager. The delivery will decrement the order and will therefore have to be validated and converted to an invoice.
From a sales order, two delivery options are available to you: on quantities or on the amounts.
Reference
A delivery note can be sent by email - to the company's employees or customer's contacts - for electronic signature. For more information, refer to Signing a document electronically.

Reminder:
Delivery on quantities is possible if the quantities in the lines exceeds 1.
An order can be totally or partially delivered. When the delivery is partial, an order remainder is generated. The remainder keeps the order's number and the delivered order is renumbered.
1 | From a sales order, go to Edit > Deliver the order on quantities. |
2 | In the Deliver the order on quantities screen, check if the information on the delivery is correct. |
3 | Modify the delivery and expected billing dates or keep the one entered by default. |
4 | In the table below, modify the quantities to deliver if needed. |
5 | Click on: |
- All lines, to automatically enter the delivery rate in the lines with the quantity ordered. We recommend you use this option if the order must be completely delivered.
- Selected lines, to enter quantities to be delivered separately.
- No line, to reset the quantities to be delivered.
6 | Click on Create the delivery to create the delivery, validate the order lines and deliver. |
- Click on Yes to directly validate the delivery.
- If the delivered order lines are recurrent and the sold product is linked to a service, then click on Yes to generate the contract(s) when delivering the order.
The newly-created delivery's record sheet opens.

Reminder: delivery on the amounts is possible if the quantity in the lines is equal to 1.
1 | From a sales order, go to Edit > Deliver the order on the amounts. |
2 | Follow the same procedure as in Deliver the order on quantities. |

The administrator uses this feature when, by error or during the manual retrieval of data, an invoice was issued irrespective of the procedure to follow when delivering an order then billing the delivery.
1 | From the delivery screen, go to Edit > Administration > Mark the delivery as billed. |
2 | Enter the delivery date before validating your choice. |

Timesheets can be linked to a delivery note.
1 | From a delivery's Linked timesheets and expenses tab, select one or several timesheets in the List of time linked to the delivery note. |
2 | Right-click on your selection, then click on Link the selected time lines to the DN. |
3 | Click on Yes to validate the linking. |
The selected timesheets are linked to the delivery note and are displayed in the List of time linked to the delivery note.
To dissociate timesheets, right-click on the relevant lines in the List of time linked to the delivery note, click on Dissociate the selected time lines from the delivery note, then validate the dissociation.

DMF | 020435 SALES DELIVERIES LINK INVOICE TO DELIVERY NOTE |
An independent invoice can be linked to a delivery note:
- validated and not-billed;
- marked as billed, with no associated invoice.
1 | From a delivery's record sheet, click on Edit > Link invoice to delivery note. |
2 | In Invoice to attach, select the invoice in the help list. This list contains all the sales invoices (or credit notes) linked to the delivery, that were booked but not yet linked to a delivery. |
3 | Click on Validate. |
The selected invoice is linked to the delivery note and the delivery is marked as billed. The invoice's date is retrieved as the delivery's billing date.

DMF |
020438 SALES DELIVERIES ADD DELIVERY TO EXISTING INVOICE 020502 SALES INVOICES MODIFY |
An unbilled delivery note can be added to an existing invoice in order to add the lines of the delivery note to the invoice.
The invoice and the delivery note must have:
- The same customer;
- The same delivery site;
- The same billing site.
The invoice must not be booked either.
1 | From an unbilled delivery note, go to Edit > Add to existing invoice. |
2 | In the Invoice field, select the invoice. The help list contains all invoices matching the conditions listed before. |
3 | Click on Validate. |
The delivery note is added to the invoice:
- The delivery note contains the Billed indication in the header.
- The lines of the delivery note are added to the invoice.
- In the History section under the Header tab of the delivery note, the invoice is displayed as a linked invoice.
- In the History section under the Header tab of the invoice, the quotation and/or the order from which the delivery note was created is displayed as a linked management object.
- The billing date of the delivery note is the same as the invoice's.
- If the project, phase or sub-phase are different in the invoice and in the delivery note, the invoice adapts automatically by becoming multi-project, or sigle-project/multi-phase.

You can create several delivery lines from a single line.
1 | In the delivery screen, go to |
2 | In the Split the delivery screen, go to Edit > Validate delivery splitting. |

DMF | 020418 SALES DELIVERIES CANCEL |
1 | From the delivery screen of your choice, go to Edit > Administration > Cancel. |
2 | Enter the Cancellation date. |
3 | Click on Validate, then confirm the cancellation. |
The delivery is canceled.
If the delivery referred to the entire order, already marked as Delivered:
- the canceled delivery is marked as Canceled,
- a delivery with negative values is automatically created and displayed as Canceled;
- the initial order's status changes from Delivered to Canceled;
- an order with negative values is automatically created and displayed as Canceled;
- a non-validated order is created with positive values.
If it is a partial delivery, the initial order is divided into two orders: one order that is delivered with the delivery's amount, and one order that is not delivered with the remaining amount. If the partial delivery is canceled, the delivered order is the only one impacted.

- From a delivery, go to Edit >Delete.
Depending on the type of delivery, deleting:
- reconstructs the sales order from which the delivery was generated, if the delivery is of DEL type;
- switches the status of the delivered time lines from "Billed" to "Validated", if the delivery is of TIM type;
- switches the status of the delivered expense report lines "Billed" to "Validated", if the delivery is of EXP type;
- marks the purchase invoice line as "Not billed" ("Rebilled" box not checked) if the delivery is of PUR type;
- recalculates the next maintenance contract's due date if the delivery is of CRTM type.
A delivery can be deleted only if it is not billed.