Documentation/ Consolidation/ Viewing the original delivery note
Viewing the original delivery note without leaving
While you are consolidating you can open the original delivery note to settle a doubt, without leaving the invoice and without losing the notes you have already ticked.
On this page
What it is for
The suggested delivery notes list shows a number, a date and an amount. That is enough most of the time, but not always: two delivery notes from the same supplier, on the same day, for similar amounts are impossible to tell apart from that.
The preview settles it by showing the document as it arrived, in full.
How to open it
From the delivery notes list, View the original delivery note opens the document in a window over the consolidation screen. That window's header says which delivery note you are looking at.
Close it and you are back exactly where you were: your ticked delivery notes are still ticked and nothing has to be redone.
It works the same on the delivery notes in the AI proposal: each one in the list has its own way into the preview, with no need to accept or drop anything before you look.
What it shows
The delivery note's original file, exactly as it was uploaded, PDF or image. On documents of several pages you can go through them all; on merged delivery notes it shows the whole thing.
It is the source document, not the data read off it: that is the point, to hold what the system read up against what the paper says.
When it is worth opening
| Situation | What to look for on the original |
|---|---|
| Two almost identical delivery notes | The delivery note number and the item detail. |
| An invoice line with no match | Whether the item is on the delivery note under another description. |
| Quantities that do not agree | The units delivered and their unit of measure. |
| A proposed delivery note that does not look right | Supplier, date and contents, before you drop it. |
| A price different from the one invoiced | Whether the delivery note carried a price, and what it was. |
If it will not open
When the file cannot be fetched, the application says so rather than showing you an empty window. The rest of the consolidation is unaffected: you can carry on with the data that was read off it.
The way round it is to open the delivery note from its own list, in another browser tab, and compare from there.