For direct delivery orders, when a purchase invoice is completed, the relating receipt and despatch note will be auto completed. The set up is by vendor.
To set up the vendor, go to Company > enter into the Vendor company record > click onto the Vendor tab > tick Auto Complete Direct delivery Despatch Note on Invoice
For electronic purchase invoices, when the invoice is imported into Prima and the criteria is met i.e. within the tolerance set in administration, pack size, quantity and price match, the purchase invoice will auto complete and with that the relating receipt note and despatch note is completed also. Effectively the completion of the purchase invoice will complete the relating records in the two other modules.
If the EDI invoice is not automatically completed i.e. the invoice is outside of the tolerance set in administration and/or the pack size, quantity and price does not match then the invoice stays in an outstanding status. Once checked the purchase invoice can be manually completed and the relating receipt note and despatch note will be completed also.
If the purchase invoice is created manually i.e. the vendor is a not EDI vendor, the purchase invoice is created and on completing the invoice the relating receipt note and despatch note is completed.