PO Receipt - Revision history

Mwillard at 23:09, 8 December 2022

2022-12-08T23:09:24Z

Mwillard at 22:16, 8 December 2022

2022-12-08T22:16:25Z

Mwillard at 22:15, 8 December 2022

2022-12-08T22:15:09Z

Mwillard at 20:52, 7 December 2022

2022-12-07T20:52:04Z

Mwillard at 20:28, 7 December 2022

2022-12-07T20:28:02Z

Mwillard at 20:15, 7 December 2022

2022-12-07T20:15:26Z

Mwillard: Mwillard moved page Poreceipt to PO Receipt

2022-12-07T18:46:38Z

Mwillard moved page Poreceipt to PO Receipt

Mwillard: Created page with "==General Information== '''How To Access''' :'''URL''' PoReceipt_S.htm '''Menu Location''' Transaction >> Purchase Order >> PO Receipt '''Function''' The PO Receipt Screen..."

2022-12-07T18:45:17Z

Created page with "==General Information== '''How To Access''' :'''URL''' PoReceipt_S.htm '''Menu Location''' Transaction >> Purchase Order >> PO Receipt '''Function''' The PO Receipt Screen..."

New page

==General Information==
'''How To Access'''

:'''URL''' PoReceipt_S.htm

'''Menu Location''' Transaction >> Purchase Order >> PO Receipt

'''Function''' The PO Receipt Screen is used mark items listed on open purchase orders as received. In addition to the options above, this screen can be accessed from the Purchase Orders screen by clicking the PO Receipts button in the Actions menu.

[[File:PO_Receipt.png]]

==Master Screen Tabs==
===Master Tab===
Use this tab to receive, add, delete or cancel lines.

To mark items received:

1. Select the Purchase Order by entering the purchase order number in the '''PO Number''' field, or a Packing List number in the '''Packing List #''' field.
2. Select the line(s) that has been received and edit line information.
:'''Qty 1:''' Quantity received
:* Numbers in this field will update '''Qty Rec''' once the PO receipt has been saved.
:* To track items returned to a vendor, enter a negative quantity in the '''Qty 1''' field of the item line.
:'''Cost:''' Cost adjustments
:* PO Receipts will update the average cost of stock items based on the cost and quantity of the item received.
:''' Serial/Lot:''' Lot numbers for lot controlled inventory (such as coils)
:'''Bin:''' Item location
:'''Split:''' Split Serial/Lot Details for items received
:* Use this field if items received belong to more than one lot, or will be stocked in multiple bins. Enter the number of splits needed, and then click the scissors button. Additional lines with '''Lot''', '''Qty''', '''Bin''', and '''Country of Origin''' will appear at the bottom of the screen.

[[File:PO_Receipt_Split.png]]

:'''Warehouse:''' Warehouse receiving the stock items
:'''COO:''' The country the items originated from.
:'''AP Note:''' Notes for Accounts Payable
:'''Label Count:''' Number of PO labels to be printed
3. Click the '''Receive Line(s)''' button in the Actions Menu. The '''PDFs''' screen will load with PDF PO Receipt.
:* Do not save the PO Receipt until you have entered the quantity received for each line item.
4. Items marked received will now appear on the '''History''' tab.

<span style=background:lightblue>'''For lines that require several serial/lot numbers, the Import option in the Actions menu should be used.'''</span>

===History Tab===
Use this tab to view the history of all items received for the selected PO, along with related data such as date, quantity, location, cost, and so forth.
__NOTOC__
[[category: Purchasing]]

@@ Line 19: / Line 19: @@
 . Select the line(s) that has been received and edit line information.
-:'''Qty 1:''' Quantity received
+:'''Qty 1''' Quantity received
 :* Numbers in this field will update '''Qty Rec''' once the PO receipt has been saved.
 :* To track items returned to a vendor, enter a negative quantity in the '''Qty 1''' field of the item line.
-:'''Cost:''' Cost adjustments for items received
+:'''Cost''' Cost adjustments for items received
 :* PO Receipts will update the average cost of stock items based on the cost and quantity of the item received.
-:''' Serial/Lot:''' Lot numbers for lot controlled inventory (such as coils)
+:''' Serial/Lot''' Lot numbers for lot controlled inventory (such as coils)
-:'''Bin:''' Item location
+:'''Bin''' Item location
-:'''Split:''' Split Serial/Lot Details for items received
+:'''Split''' Split Serial/Lot Details for items received
 :* Use this field if items received belong to more than one lot, or will be stocked in multiple bins. Enter the number of splits needed, and then click the scissors button. Additional lines with '''Lot''', '''Qty''', '''Bin''', and '''Country of Origin''' will appear at the bottom of the screen.
 :* Enter the serial number for each individual item, or enter the first serial number and click '''Generate Lot/Serial''' in the '''Actions''' menu if the serial numbers are sequential.
@@ Line 32: / Line 32: @@
 [[File:PO_Receipt_Split.png]]
-:'''Warehouse:''' Warehouse receiving the stock items
+:'''Warehouse''' Warehouse receiving the stock items
-:'''COO:''' The country the items originated from.
+:'''COO''' The country the items originated from.
-:'''AP Note:''' Free text field to pass information to the AP Invoice PO line tab.
+:'''AP Note''' Free text field to pass information to the AP Invoice PO line tab.
-:'''Label Count:''' Number of coil tags that should be printed per received coil
+:'''Label Count''' Number of coil tags that should be printed per received coil
 . Click the '''Receive Line(s)''' button in the Actions Menu. The '''PDFs''' screen will load with PDF PO Receipt.
 :* Do not save the PO Receipt until you have entered the quantity received for each line item.

@@ Line 4: / Line 4: @@
 :'''URL''' PoReceipt_S.htm
-'''Menu Location''' Transaction >> Purchase Order >> PO Receipt
+:'''Menu Location''' Transaction >> Purchase Order >> PO Receipt
 '''Function''' The PO Receipt Screen is used mark items listed on open purchase orders as received. In addition to the options above, this screen can be accessed from the Purchase Orders screen by clicking the PO Receipts button in the Actions menu.
@@ Line 78: / Line 78: @@
 :'''Theo. Weight''' The amount the coil should weigh
 :* This number is the unit weight on the Item Master for that coil.
-.:'''Actual Weight''' Actual weight of coil received
+:'''Actual Weight''' Actual weight of coil received
 :'''Grade''' Grade of coil being received
 :'''Condition''' Condition in which coil was received

@@ Line 17: / Line 17: @@
 . Select the Purchase Order by entering the purchase order number in the '''PO Number''' field, or a Packing List number in the '''Packing List #''' field.
 . Select the line(s) that has been received and edit line information.
 :'''Qty 1:''' Quantity received
@@ Line 43: / Line 44: @@
 ===History Tab===
 Use this tab to view the history of all items received for the selected PO, along with related data such as date, quantity, location, cost, and so forth.
 ==Coil Information==
@@ Line 64: / Line 78: @@
 :'''Theo. Weight''' The amount the coil should weigh
 :* This number is the unit weight on the Item Master for that coil.
-:'''Actual Weight''' Actual weight of coil received
+.:'''Actual Weight''' Actual weight of coil received
 :'''Grade''' Grade of coil being received
 :'''Condition''' Condition in which coil was received

@@ Line 21: / Line 21: @@
 :* Numbers in this field will update '''Qty Rec''' once the PO receipt has been saved.
 :* To track items returned to a vendor, enter a negative quantity in the '''Qty 1''' field of the item line.
-:'''Cost:''' Cost adjustments
+:'''Cost:''' Cost adjustments for items received
 :* PO Receipts will update the average cost of stock items based on the cost and quantity of the item received.
 :''' Serial/Lot:''' Lot numbers for lot controlled inventory (such as coils)
@@ Line 32: / Line 32: @@
 :'''Warehouse:''' Warehouse receiving the stock items
 :'''COO:''' The country the items originated from.
-:'''AP Note:''' Notes for Accounts Payable
+:'''AP Note:''' Free text field to pass information to the AP Invoice PO line tab.
-:'''Label Count:''' Number of PO labels to be printed
+:'''Label Count:''' Number of coil tags that should be printed per received coil
 . Click the '''Receive Line(s)''' button in the Actions Menu. The '''PDFs''' screen will load with PDF PO Receipt.
 :* Do not save the PO Receipt until you have entered the quantity received for each line item.
@@ Line 58: / Line 58: @@
 :'''Vendor''' Vendor from which the coil is being received
 :'''PO #''' Purchase Order on which the coil was ordered
-:'''Width''' Width of coil
+:'''Width''' Width of coil. Will only display if 'Variable Width/Gauge' is selected on the Coil Defaults screen. This can be entered when adding the line to a PO and defaulted in by using a configuration question with an Rcode of 'WI'.
 :'''Linear Feet''' Linear feet of coil received
 :'''Lbs/ft:''' Pounds per linear foot
@@ Line 68: / Line 68: @@
 :'''Base Metal''' Metal the coils is made out of
 :'''Backer''' Default backer value for the coil
-:'''Thickness''' Thickness of metal which the coil is made out of
+:'''Thickness''' Thickness of metal in inches. Used to calculate the footage based on the density. Will only display if 'Variable Width/Gauge' is selected on the Coil Defaults screen. This can be entered when adding the line to a PO and defaulted in by using a configuration question with an Rcode of 'TH'.
 :'''Coat:'''
 :'''Paint Code''' Paint code of the coil being received

@@ Line 42: / Line 42: @@
 ===History Tab===
 Use this tab to view the history of all items received for the selected PO, along with related data such as date, quantity, location, cost, and so forth.
 __NOTOC__
 [[category: Purchasing]]

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