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 goods or services are ready, they can be delivered to the customer. Acceptance reports are used to organize the handover of contract items.
1. Creating an acceptance report – 1st way
First, click the STORE tab in the upper gray bar. To create an acceptance report separately, open the Acceptance reports application and click New acceptance report in the left navigation bar. Enter the Friendly name and check the issue date, acceptance date, delivery person, and business unit. Assign the report to a contract using the picker; the customer name is copied automatically. The Contract items table displays all items in the contract. Select the items to copy, or click Copy all from contract to copy every item. The copied items are displayed 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 Contracts edit form. In the left navigation bar, click Quotations and contracts and then All contracts. Open the required Contract, select the Store tab, and click New acceptance report. Enter the Friendly name and check the issue date, acceptance date, delivery person, and business unit. The contract, customer name, and contract items are copied automatically. Click Copy all from contract to copy every item to the acceptance report.
3. Print and complete the acceptance report
When the acceptance report is complete, it can be exported to PDF. The record is saved automatically before the export. In the Print reports section, click Acceptance report and print the document. Save the form. Once all goods or services have been delivered to the customer, open the General tab, change the order status to Delivered, and click Save.