Supplier Delivery Order Applet

Purpose and Overview

The Supplier Delivery Order Applet is where your organisation records a supplier delivery order (SDO) — what a supplier is shipping, to whom, and in what quantity — before or while goods are in transit. It gives procurement and logistics a structured hand-off to warehouse receiving.

Where this fits in procurement

Internal Delivery Order is a different document type used for internal outbound delivery flows. It is not the same as a supplier delivery order, even though some shared screens in BigLedger reuse similar layouts.

Procurement flow

Purchase Order (FINAL)
        ↓
Supplier Delivery Order   ← this applet
        ↓
GRN / Stock In            ← warehouse confirms receipt
        ↓
Purchase Invoice          ← finance three-way match

Who uses this applet?

Procurement and buyers — Create SDOs and link the correct supplier and header details.

Warehouse and logistics — Review expected delivery lines before or during receipt.

Administrators — Configure Application Settings, defaults, printable formats, feature visibility, and permissions.

Driver coordinators — Manage Driver Listing (supplier-linked driver login accounts) when that menu is enabled.

Before you start

• Confirm the supplier exists in master data (Supplier Applet).
• Know your Company, Branch, and Location for the delivery context.
• If your process ties SDOs to a PO, confirm the PO is FINAL and open quantities still apply (follow your tenant’s knock-off rules).
• Prepare shipment evidence: supplier reference, expected delivery date, and line quantities.
• Confirm you have create, update, and (if required) delete permission on this applet.

Glossary

Document statuses

Actions on the edit screen

• SAVE — Saves changes while the document is still editable. Hidden if your administrator enabled Hide generic save button in Application Settings.
• DELETE — Removes a draft document (double-click to confirm). Hidden when posting status is FINAL.
• FINAL, VOID, and DISCARD may exist in your tenant’s workflow but are not shown on the standard edit header in the current applet build. If your process requires posting or void from the listing, ask your administrator which controls are enabled for your role.

Who can perform actions? Create, save, delete, and posting actions depend on permission sets and feature visibility. Your administrator assigns these.

Key Features Overview

Quick Start Guide

For procurement: create a supplier delivery order

Goal: Start a new SDO from the listing.

1. Click Supplier Delivery Order in the sidebar (opens Supplier Delivery Order Listing).
2. Click + (tooltip Create).
3. On Main Details, complete Company, Branch, and Location (all required).
4. Open Account → Entity Details and select the supplier (Entity Id opens Select Supplier).
5. Click CREATE. A success message confirms the delivery order was created.
6. Open the new row from the listing as Edit Supplier Delivery Order, go to Lines, add items, then click SAVE.

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, Bill To, Ship To as your process requires).
3. Open Lines → Add Line Item (opens Select Item). Add or edit lines as allowed by posting status.
4. Click SAVE. At least one line is required before save is enabled.
5. Use DELETE at the bottom only on drafts when policy allows (double-click to confirm).

For driver coordinators: Driver Listing

Goal: Manage supplier-linked driver login accounts (not delivery order documents).

1. Click Driver Listing in the sidebar.
2. Use + (tooltip Create) to open Driver Login Create.
3. Select Supplier, enter the driver’s email or phone, and complete verification steps your administrator configured.

For administrators: first-time orientation

1. Open Settings from the sidebar.
2. Walk through Application Settings, Default Selection, Printable Format Settings, Custom Status, and Email Template as needed.
3. Configure Feature visibility and permissions. See Configuration & Settings.

User interface

Sidebar (typical)

• Supplier Delivery Order — listing and documents.
• Driver Listing — driver login accounts linked to suppliers.
• Settings — company configuration (when permitted).
• Personalization — personal defaults (when enabled).

Supplier Delivery Order Listing

• Screen title: Supplier Delivery Order Listing.
• Toolbar: + (tooltip Create), advanced search, column tools.
• Click a row to open Edit Supplier Delivery Order.

Create (new document)

• Tabs: Main Details, Account only.
• Account sub-tabs: Entity Details, Bill To, Ship To.
• Actions: RESET, CREATE.

Required fields to enable CREATE

Edit Supplier Delivery Order (existing document)

• Tabs: Main Details, Account, Lines.
• Actions: SAVE; DELETE on drafts when permitted.
• Invalid tabs show in red until validation passes.

Required fields to enable SAVE

After FINAL, you cannot add lines, change the supplier, or delete the document. Line edit and delete controls are also restricted.

Configuration & Settings

Most permission work belongs with IT or tenant administrators.

Under Settings

Also available: Webhook, Feature visibility, and standard BigLedger permission screens.

Under Personalization

Integration

Supplier master data — SDOs resolve to supplier entities from the Supplier Applet.

Branches and locations — Captured on Main Details for organisational and delivery context.

Line knock-off (when enabled) — Depending on company document flow settings, line items may support knock-off from other document types (for example internal sales orders or invoices). Purchase Order and GRN knock-off tabs are not exposed on the standard line-add screen in this applet. Follow your administrator’s configured flow.

What happens after you save an SDO?

1. Warehouse or receiving uses the SDO as expected delivery reference.
2. Goods are received in Purchase GRN Stock In (Internal) per your process.
3. Finance matches PO, GRN, and purchase invoice for payment.

Related guides

• Purchase Order (Internal)
• Purchase GRN Stock In (Internal)
• Purchase GRN (Internal)
• Internal Purchase Order Supplier Access
• Supplier Applet

FAQ

Where are Lines when I create a document?

Lines appears only on Edit Supplier Delivery Order, not on the create screen. After CREATE, reopen the document from the listing, add lines, then SAVE.

CREATE is disabled — what should I check?

Complete Company, Branch, Location, and Entity Id (supplier). Red tabs indicate missing required fields.

SAVE is disabled on edit — what should I check?

Confirm header and supplier fields are valid and you have at least one line item. If currencies differ, ensure the forex rate is valid.

Can I create duplicate supplier delivery orders?

The applet has no built-in duplicate document action. Your team may create multiple SDOs for separate shipments; follow internal policy so references stay traceable.

Can I edit a finalized (FINAL) document?

No for practical purposes. FINAL locks supplier selection, blocks adding or deleting lines, and hides DELETE. To correct a posted SDO, follow your void-and-recreate policy or ask your administrator.

What happens after VOID?

The document posting status becomes VOID. If the SDO was knocked off to another document, void may be blocked until knock-off links are resolved. Create a new SDO if the shipment still applies.

Are lines editable after FINAL?

Adding, deleting, and most line changes are blocked when posting status is FINAL, VOID, or DISCARDED.

I cannot see Driver Listing

Driver Listing is controlled by feature visibility and your role. Ask your administrator to enable the menu entry.

The + (Create) control is disabled

You need create permission. Ask your administrator to check permission sets and feature visibility for Supplier Delivery Order.

I expected FINAL or VOID on the edit screen but only see SAVE

In the current applet build, posting buttons on the edit header are not shown by default. Use SAVE for day-to-day edits. Ask your administrator if listing-level or workflow posting actions are enabled for your tenant.

Who configures webhooks, email templates, and permissions?

Use Settings, or delegate to IT / tenant administrators.

Troubleshooting

Still stuck? Capture the document reference, screen name, and time, then contact your BigLedger administrator.

Related Documentation Links

• Purchase Order (Internal)
• Purchase GRN Stock In (Internal)
• Purchase GRN (Internal)
• Internal Purchase Order Supplier Access
• Supplier Applet