When to use this

A manufacturing order is done, parts are packed, and the customer is waiting. This is the workflow that gets them out the door.

Menu: Plating → Logistics → Deliveries.

Most deliveries are auto-created when the MO is marked done (see the bridge: MrpProduction.button_mark_done() → auto-creates fp.delivery in draft). You won't usually create one by hand — you pick it up in draft and finish the details.

Delivery lifecycle

State	What it means
Draft	MO finished, delivery record exists, nothing scheduled yet
Scheduled	Date + driver/carrier assigned, but not dispatched
En Route	Driver has left the dock
Delivered	Proof of delivery captured
Cancelled	Customer cancelled or reassigned

Finishing a draft delivery

Open a delivery in Draft. Fill:

Field	What to set
Scheduled Date	When it ships out
Delivery Method	Our Driver / FedEx / UPS / Purolator / Customer Pickup
Driver	If "Our Driver" — pick from field service techs
Tracking Reference	Waybill # for couriers, blank for our driver
BOL Number	Auto-generated on scheduling
Contact	Who signs at the destination
Special Instructions	Loading dock hours, appointment needed, etc.

Generate the BOL + CoC

Click Generate Documents. This creates:

BOL (Bill of Lading) — carrier paperwork
Packing slip — line-by-line carton contents
CoC (Certificate of Compliance) — pulled from fp.certificate on the linked work orders

All three are attached to the delivery and emailed to the customer on dispatch (if the notification template is configured).

Dispatch

Click Mark Scheduled then Mark En Route when the driver leaves.

The chain-of-custody log (fp.chain.of.custody) automatically records:

Handoff from shipping to driver
GPS breadcrumbs (if our driver, via fusion_tasks)
Handoff from driver to receiving

Proof of delivery

On arrival, the driver (or carrier) captures:

Signature (tablet / photo of waybill)
Delivered date-time
Received-by name

Click Mark Delivered on the delivery record. This:

Sets actual_ship_date + tracking_ref on the linked portal job
Transitions portal job → shipped
Sends auto-email with CoC + invoice + tracking ref (if configured)

What can go wrong

Customer on account hold

Shipping blocked until hold is cleared. x_fc_account_hold flag on the customer is checked on every delivery dispatch for non-manager users. Accounting clears, then you can ship.

Missing CoC

No certificate record exists yet for one of the WOs. Quality hasn't signed off. Block dispatch until CoC is in hand.

Wrong carrier label

Change Delivery Method on the delivery, re-generate documents, re-print.

Partial shipment but the SO blocks it

Check the SO — Block Partial Shipments was ticked at order entry. Either ship everything or go back and un-tick it (requires manager approval if the customer required it).