Purchase Order Processing - Purchase Order Receipt EntryFunctionUse this task to enter purchase order receipts into the module. Purchase order receipts are made against orders previously entered with the Purchase Order Entry task, but new detail lines can be added to a purchase order during receipt entry. The Purchase Order Receipt Entry task features appear in two tabs; Basics and Dropship. Buttons on the form provide access for [Serial Entry] items and for adding [Comments].
=> To access this task... Select Purchase Order Receipt Entry from the Purchase Order Processing main menu.
Purchase Order Receipt Entry About the FieldsThe fields of the Purchase Order Receipt Entry task are nearly identical to that of the Purchase Order Entry and Purchase Requisition Entry tasks concerning the heading, ribbon, and detail sections. Begin a purchase order receipt entry from the Receiver Number field by entering a valid receiver number.
To enable edits to the form select .
In the Receiver Number field...
Entering an invalid receiver number results in the following prompt:
In the Purchase Order Number field...
After entering or selecting a valid PO number, the system issues the following prompt:
The PO Receipt Defaults window appears when the Yes button is selected. This window provides check boxes to Receive Complete and/or to Default to Qty Ordered to speed the entry process.
If serialized items are included on the Purchase Order, the system issues the following reminder requiring an additional step noted below to receive such an item. Select [OK] to clear reminder.
When done making selections...
Display only. Entering a valid PO number automatically populates this field as well as the name and address are displayed. If the Display Vendor Comments field in Parameter Maintenance System Parameters is checked, any comments associated with the vendor are also displayed.
Display only. Shows the address of the vendor.
Display only. Shows the name of the vendor contact.
Display only. Shows the phone number of the contact.
Display only. Shows the fax number of the contact.
Display only. If the Display Vendor Comments? field is checked in the Application Parameters task in the Maintenance folder, the comments for this vendor are displayed.
Display only. Displays the dollar total for this purchase order. Basics Tab (back to top)
Display only. Displays the order date for this purchase order.
Display only. Displays the dollar total for this purchase order.
In the Delivery Promised By field... Display only. Displays the dollar total for this purchase order.
In the Don't Deliver Before field... Display only. Displays the dollar total for this purchase order.
In the Receipt Date field...
In the Vendor Ship Via field...
In the Free On Board (FOB) field...
In the Acknowledged By field...
In the Packing List Number field...
In the Std Msg Code field... Display only. Shows the code entered on the purchase order.
AddonSoftware allows for two different types of messages for requisitions/purchase orders: a standard message that prints on all requisitions/purchase orders (i.e., Season's Greetings) and specific messages pertaining to line items (i.e., Requires Part #3342). This field is for the standard message.
In the Warehouse ID field...
When marking this checkbox, the purchase order is closed during the Purchase Order Receipt Register update. This is generally done if all items are received, or if the items not received are canceled (no backorders created). If left unchecked, the purchase order is not closed during the update if open order quantities remain.
Display only. In order to create a dropship PO, a SO must already exist with one or more lines marked for dropship. Shows as entered on the purchase order.
In the Vendor Purch Addr field... Display only. Shows as entered on the purchase order.
When finished making entries to the fields...
Dropship Tab (back to top)
Purchase Order Receipt Entry - Dropship tab
About the FieldsTo enable edits to the form select .
In the Sales Order Number field...
In the Customer Ship-To field... Display only. Displays the ship to address.
Display only. Displays the shipping address for the selected Customer ID.
Item Detail Lines
To enable edits to the form select .
In the Memo/Non-Stock Desc field... A comment editor pop-up is available when using line codes - M - Message Line, N - Non-Stock, O - Other, and V- Vendor Part #. Up to 1024 characters, line feeds and tab characters may be used.
NOTE: Comments can only be edited when in the Edit mode.
Enabling the [Serial Entry/Lotted Entry] button If the inventory is as specified as "Serialized" in the IV Parameters task then the button is labeled [Serial Entry]. If the item on the PO Receipt Entry detail grid is both serialized and inventoried, then the [Serial Entry] button is enabled. If the inventory is as specified as "Lotted" in the IV Parameters task then the button is labeled [Lot Entry]. If the item on the PO Receipt Entry detail grid is both lotted and inventoried, then the [Lot Entry] button is enabled.
When selecting the row in the PO Receipt Entry grid for an inventoried serialized item, the [Serial Entry] button is enabled. Selecting the button launches the following form for the manual entry of lot/serial numbers. The [Auto-assign] button in the right corner will not appear for lotted inventory. PO Receipt Lot/Serial Detail form
In the Lot/Serial No and Qty Received fields...
Auto Generate Serial Numbers
In the First Serial Number field...
In the Quantity to Generate field...
When done making selections...
Select the [Comments] button to launch the Requisitions/PO Comments text box for entering any needed receiving notes to accompany the receiving entry task. The button is enabled by selecting a item row in the PO Receipt Entry grid.
Purchase Order Receipt Entry Comments
Enter text notes and then select the [Exit] button. Comments will appear in the grid row in the Cmt Txt column.
When finished making entries to the fields...
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