Is there a built-in way to create a delivery note without updating stock?

ERPNext
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1

Is there a built-in way to create a delivery note without updating stock?

2

It is possible, but we do not recommend overriding the entire stock method because it will affect the valuation rate and disturb the stock ledger entry and it’s very tricky to implement.

3

@NCP got it, but I have a scenario where I need to update the status of a sales order from ‘To Delivery’ to ‘Completed’. For this, I usually create a delivery note. Instead of doing this, can I simply update the status and per_delivery field to ‘Completed’ and 100% respectively? Is this a good idea?"

4

hmm :thinking:

I think not, but test it locally if the requirement is fillful.

5

@NCP Yeah, this fulfills my requirements, but I’m unsure about the potential impact. Could this cause any significant issues in the ERP system?

6

You have to test it locally and check the effect with customization and without customization.

7

Hi, Have you proceeded with this. stuck with a similar requirement where we need to raise a pre shipment invoice with packing slip and batch qty reference ?

8

Hi All

Incase of service item to be procured and received wont hitting stock ledger. Service GRN does not impact stock ledger as as well accounting (unless provisional accounting is ON within company master).

On the other hand, Perpetual Inventory System may not serve the purpose but Periodic settings are where stock ledger will be recorded and may require accounting postings in GLs later.

There is no other way around since itemized nature of ERPs and Inventory system are extensive in nature and do not allow to jump processes drastically.

9

I totally get your point and I completely agree with it. But its a business requirement from the end customers for shipping clearances we need to bypass the system for shabby ways to accommodate such requests.

Thinking out loud on a higher level, somehow to achieve this we have to make user to choose the purpose of DN ( in my case its for generating a pre shipment invoice ), based on it we will not allow to not submit DN instead just create packing slips with a dummy batch and destruct that batch later while the DN still remains in draft state without affecting the actual stock ledger. Need to check how it goes and where will it impact further.

10

Is the use of Workflow an option for your requirement ?

11

Hi @navinrc

Please remember SO status will not be updated in this case.

The custom doctype can record such a case for delivery and wont be hitting stock ledger BUT updating SO status will be another challenge.

12

Workflows can work to some extent for my scenario, but my main problem is that the pre shipment invoice is required before even the batch is manufactured.
So in order to achieve it we have to have a flow where when a pre-shipment type DN is raised a material receipt for the item has to be triggered into a dummy batch created and then once the user completes generating packing slips and the pre shipment invoice they can move to the next workflow state. Then another stock entry of type material issue and is_scrap_item checked to discard it. And then when the actual batch is manufactured a new DN with actual batch and packing slips for it to be raised and then invoice for it. Not sure if there are any hidden hiccups here.

13

Hi @ahsantareen Right, so there has to be 2 DN raised
→ 1 with dummy batch before being manufactured which will be discarded after generating pre shipment invoice and this DN will not be submitted
→ another DN where actual batch produced will be present and will be allowed to submit it to affect the stock ledger. I feel its a very bad approach and a hacky way but I’m not able to think of a better approach unfortunately.
Thanks.