Supplier Delivery Order Applet

Purpose and Overview

The Supplier Delivery Order Applet is where your organisation records supplier delivery orders in one place: search and open documents from a central listing, capture main and account (supplier) details, maintain lines after the document exists, and—when your project enables it—use Driver Listing for driver-related access. Behaviour follows the same configurable document pattern as other BigLedger procurement applets (field settings, printable formats, feature visibility, permissions, webhooks).

Who uses this applet?

Procurement and buyers

• Create delivery orders and keep supplier and header information accurate.

Warehouse and logistics

• Confirm delivery-related data and line detail on existing documents.

Drivers or logistics coordinators

• Use Driver Listing when that menu is enabled for your role.

Administrators

• Tune Application Settings (field configuration), defaults, printable formats, custom status, email templates, webhooks, feature visibility, and access through the standard Settings tools.

What problems does this solve?

Without a dedicated applet, delivery instructions and supplier delivery context are often scattered across email and spreadsheets, which weakens traceability and makes hand-offs to receiving harder.

With this applet, you get:

• A single Supplier Delivery Order Listing with search and grid tools.
• A consistent document workspace for main details, account, and lines (lines are maintained on the edit screen in the current build).
• Optional Driver Listing for workflows your organisation turns on.
• Settings and Personalization aligned with other BigLedger applets.

Key Features Overview

Quick Start Guide

For procurement: create a supplier delivery order

Goal: Start a new document from the listing.

1. Click Supplier Delivery Order in the sidebar (opens Supplier Delivery Order Listing).
2. Click + (tooltip Create) when it is enabled for your role.
3. The header shows Create Internal Delivery Order (shared create component—the document type is still a supplier delivery order for this applet). Complete Main Details and Account on the tabs shown.
4. Click CREATE to save (use RESET only if you intend to clear the draft). Follow your process for any further steps (for example opening the document again in Edit Supplier Delivery Order to add Lines).

For logistics: edit lines and delivery context

Goal: Update an existing supplier delivery order.

1. On Supplier Delivery Order Listing, click the row to open Edit Supplier Delivery Order.
2. Review Main Details and Account (supplier, billing or shipping pickers, and related sub-screens your training covers).
3. Open the Lines tab to add or change line items (Add Line Item / Edit Line Item flows open auxiliary screens such as Select Customer listings—labels follow shared components).
4. Click SAVE when the header allows it. A DELETE control may appear at the bottom; use it only when policy and document state allow (confirm when the button asks to click again).

For drivers or coordinators: use Driver Listing

Goal: Work in the driver workspace when it is visible.

1. Click Driver Listing in the sidebar.
2. The screen title is Driver Listing. Use + (tooltip Create) or Search as your administrator trained you.
3. Use the grid and row actions your build provides.

For administrators: first-time orientation

Goal: Point the applet at your organisation’s defaults and access rules.

1. Open Settings from the sidebar (owner or admin roles often see this entry; exact layout depends on your shell).
2. Walk through Application Settings, Default Selection, Printable Format Settings, Custom Status, and Email Template as needed, then Feature visibility and permission tools your governance requires.
3. See Configuration & Settings for a compact menu summary. Delegate detailed permission matrix work to IT or tenant administrators.

User interface

Sidebar (typical)

• Supplier Delivery Order — main listing and document entry.
• Driver Listing — driver workspace when enabled.
• Settings — company configuration (when your role may access it).
• Personalization — personal defaults and sidebar order (when enabled).

Supplier Delivery Order Listing

• Screen title: Supplier Delivery Order Listing.
• Toolbar: + with tooltip Create, advanced search, and column toggle (exact controls match your theme).
• Click a row to open Edit Supplier Delivery Order for an existing document.

Create Internal Delivery Order (new document)

• Back (arrow, tooltip Back) returns toward the listing when enabled.
• Tabs on create: Main Details, Account (other tabs such as Lines may appear only after save or only on edit, depending on build and Application Settings).
• Actions: RESET, CREATE.

Edit Supplier Delivery Order (existing document)

• Header title: Edit Supplier Delivery Order.
• Tabs: Main Details, Account, Lines.
• Actions: SAVE (hidden when Application Settings hide the generic save control). FINAL, VOID, DISCARD, and similar actions may be available in your build; in the stock template some of those buttons are commented out—rely on what your screen shows.
• DELETE at the bottom may require a second click to confirm.

Driver Listing

• Screen title: Driver Listing.
• Toolbar includes + (tooltip Create) and a Search field.
• Grid uses server-side paging; columns follow your configuration.

Configuration & Settings

Most detailed permission and role work belongs with your IT or tenant administrators. Below is the menu layout used by this applet so you know where to look.

Under Settings

Your routing also includes Webhook and Feature visibility, plus the usual BigLedger permission screens (permission wizard, permission sets, user, team, role, and client-side permission listings). Exact labels in the sidebar can match your shell theme.

Under Personalization

Integration

Supplier delivery orders sit in the purchase and logistics footprint:

• Supplier master data — documents resolve to supplier entities; listing and search depend on maintained suppliers.
• Branches and locations — used when your Main Details or Account flows capture them.

Related guides

• Internal Purchase Order Applet
• Internal Purchase GRN Applet
• Internal Purchase Order Supplier Access Applet
• Supplier Applet (master data)

FAQ

1. Why does the create screen say “Create Internal Delivery Order”?

That header comes from a shared create layout. In this applet you are still creating a supplier delivery order; use Supplier Delivery Order Listing and your trained save path to confirm the record type your tenant stores.

2. I only see Main Details and Account when creating—where are Lines?

In the current create template, Lines is not a tab on the create screen; after CREATE, open the document from the listing as Edit Supplier Delivery Order and use the Lines tab. Your administrator may change tab visibility through Application Settings or tab ordering.

3. CREATE is disabled on the create screen—what should I check?

Complete required fields on Main Details and Account until validation passes (invalid tabs may show in red). If CREATE stays disabled, ask your admin whether additional mandatory fields or permissions block submission.

4. I cannot see Driver Listing in the sidebar

Driver Listing is controlled by feature visibility and your role. Ask your administrator to enable the menu entry and confirm your user is allowed to open that route.

5. The + (Create) control on the listing is disabled

You need create permission on this applet. Your administrator should check permission sets or user permissions and feature visibility for Supplier Delivery Order.

6. Why do pickers say “Customer” when this is a supplier delivery order?

Some shared account components reuse customer wording in titles (for example Select Customer Listing). In context, pick the entity your implementation uses for the supplier or account link—follow internal training or ask your admin.

7. I expected a VOID or FINAL button on edit but only see SAVE

Those actions can be hidden or disabled by posting status, Application Settings, or commented-out UI in a given build. Use SAVE as shown; if your business process requires void or final, ask your administrator whether another screen or workflow step applies.

8. Who configures webhooks, email templates, and permissions?

Use Settings for Webhook, Email Template, and the permission and Feature visibility screens, or hand off to IT / tenant administrators so day-to-day users do not change access by mistake.

Troubleshooting

Still stuck? Capture the document reference (if any), screen name, and time, then contact your BigLedger administrator or internal help desk.

Related Documentation Links

• Internal Purchase Order Applet
• Internal Purchase GRN Applet
• Internal Purchase Order Supplier Access Applet
• Supplier Applet (master data)