Fulfillment and delivery

Picking takes reserved accepted order scope. Dispatch records actual quantity, and delivery attempts record what happened at each stop without treating a visit as acceptance. The team keeps each handoff tied to its source record so changes to a later step do not quietly rewrite the earlier decision.

A route carries several customer shipments. At one stop, the customer accepts only part of a line and refuses the rest. The operator records the attempt and line result; finance bills only title-transferred eligible scope. Keep the approved revision with the work. When circumstances change, record the correction or next decision against that version.

• Pick. Warehouse Operator records the actual quantity taken from eligible reservations.
• Dispatch. Warehouse Manager releases the route; Warehouse Operator records shipment handoff.
• Resolve. Delivery results separate accepted, refused, failed and damaged quantities by line.

The preparation and execution records answer different questions. A planned quantity describes intent; a posted movement, accepted receipt or confirmed payment describes what actually occurred. Keep both when comparing what was promised with what happened.

Agree route release evidence, who operates the route and how proof of handoff is collected. Choose the title rule with sales and finance before the first order is accepted. Document the decision owner for each exception. Give users only the entity and location scope they need. Use a pilot with an ordinary case and a partial or failed case before allowing routine work to depend on the configuration.

The item code and customer or supplier identity should stay stable during migration. Where a document carries a currency or unit conversion, retain the applicable version with that document. A later master change should apply to future work, not change an accepted transaction.

Inspect a partially delivered shipment. Compare the pick, dispatch, visit and line outcome. Confirm that refused quantity stays out of eligible billing and that a repeated delivery event cannot transfer title twice. Ask the preparer and decision maker to review the same case separately. Compare the source quantity, the actual recorded quantity and what remains available for the next step.

The receiving team should be able to explain why the record is ready, what still needs review and who owns the exception. Rehearse a repeat submission and a changed source after approval. Keep the original evidence visible when the case is corrected.

• Delivery Schedule — See released routes, assigned operators and planned stops.
• Delivery Exceptions — Follow partial, failed or refused stops to their next action.

Follow the connected process, then review the record map and access rules.