Basic Info |
The Basic Info tab enables you to view discrepancy details.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on purchase order ID, line number, receiving location ID, vendor ID, part ID and suffix, status, and vendor invoice, among other values.
The field in the top section of the Basic Info tab identifies the data that displays.
Discrepancy ID
Identifier of the discrepancy either being reviewed or currently selected in the grid. Display only; the ID is created automatically.
The fields in the bottom section of the tab provide additional information about the items that were received.
Status
Status of the item. Defaults to OPEN. This field has a list box. This field is required.
Date and time
Date and time (in MM/DD/YYYY HH:MM format) that the discrepancy event was created. Auto-populates with the current date and time when the screen is first accessed, but you can change it. This field is required.
Unit price
Price of an individual unit. Must be greater than or equal to zero. Calculated as (unit price * quantity received) + (unit price * quantity received * sales tax rate/100) + shipping.
Total cost
Total cost of all units. Must be greater than or equal to zero. Calculated as (total cost - shipping)/(quantity received + quantity received * (sales tax rate/100)). Maximum field length is 10 characters, with two digits after the decimal point. Defaults to 0.
Receipt information
If the line item type is STOCK PART or EXTERNAL REBUILD, receipt information fields populate with transaction details for parts received between the date received and the date the action was applied. If the Action applied field is blank, receipt information fields populate with transaction details for parts received between the date received and the current date and time (from PLO_MOVEMENT table). If the line item type is NON-STOCK PART, FEE, or SHIPPING, receipt information fields populate with transaction details from the receipt.
Purchase order ID
Identifier of the purchase order. This field has a list box. The purchase description displays to the right of the field. This field is required.
Note: The purchase order ID and receipt ID may only exist on one discrepancy record.
Purchase order IDs are specified on the Basic Info tab of the Data -> Purchasing -> Parts Order Management screen.
Purchase order line number
Line number of the item being received individually. This field has a list box. The line item's description displays to the right of the field. Required, and must exist on the purchase order.
Receipt ID
Identifier of the receipt. This field has a list box.
Receipt part IDs are listed on the Receipts tab of the Data -> Parts Activity -> Receipts screen.
Note: The purchase order ID and receipt ID may only exist on one discrepancy record.
Date and time
Date and time (in MM/DD/YYYY HH:MM format) that the item was received. Auto-populates when you enter a receipt ID.
If the Receipt ID field is blank, this field is grayed out and not available for entry.
Line item type
The type of line item, such as STOCK PART. This field has a list box.
STOCK PART
NON-STOCK PART
EXTERNAL REBUILD
FEE
SHIPPING
Note: The line item type cannot be changed if the line item status is OPEN.
If the Receipt ID field is blank, this field is grayed out and not available for entry.
The Basic Info tab on the Enterprise Purchasing -> Setup -> Purchase Types screen specifies which line item type (or types) may be used on this screen.
Part ID
Identifier of the part. This field has a list box. If the Receipt ID field is blank, this field is grayed out and not available for entry. Part IDs and suffixes are defined on the Basic Info tab of the Data -> Parts Items -> Primary Information screen.
Part suffix
Suffix associated with the part ID, which distinguishes it from other parts with the same part ID. If the Receipt ID field is blank, this field is grayed out and not available for entry.
Part description
auto-populates based on the information in the Part ID and Part suffix fields. Maximum field length is 140 characters. This field is display only.
Sales tax rate
The sales tax rate. If the Receipt ID field is blank, this field is grayed out and not available for entry.
Sales tax amount
The amount of sales tax. If the Receipt ID field is blank, this field is grayed out and not available for entry.
Shipping amount
The amount charged for shipping. If the Receipt ID field is blank, this field is grayed out and not available for entry.
Vendor contract ID
Identifier of the vendor contract. If the Receipt ID field is blank, this field is grayed out and not available for entry.
Total receipt cost
Total cost to receive the items. Maximum field length is 10 characters, with two digits after the decimal point. Defaults to 0. If the Receipt ID field is blank, this field is grayed out and not available for entry.
Unit of measure
Unit of measure (UOM) associated with the part. Auto-populates based on the value in the Receipt ID field, but you can change it. The UOM must be associated with a conversion factor, which converts the part quantity to the base UOM defined for the part location. If the Receipt ID field is blank, this field is grayed out and not available for entry.
Units of measure and their conversion factors are defined on the Data -> Parts Items -> Setup -> Units of Measure screen.
Quantity
The quantity ordered. Display only from the purchase order.
Return
If this field has a check, parts are being returned to the vendor
Note: You cannot return more parts than were received at the specified receipt location.
Unit price
Price per issue unit of the part (including sales tax, if any). Maximum field length is 10 characters, with four digits after the decimal point. Defaults to 0.
The Data -> Purchasing -> Vendor Contracts -> Parts Prices screen records unit prices of parts covered under vendor contracts.
Discount pct
Discount percentage applied to the part. Defaults to the discount percent, if any, listed on the Data -> Purchasing -> Vendor Contracts -> Parts Prices screen. Otherwise, defaults to the vendor part primary record. Optional, but must be greater than or equal to zero if provided.
Fuel line item information
Tank ID
Identifier of the fuel tank. This field has a list box.
Tank IDs are defined on the Data -> Fuel/Fluid Tanks -> Setup -> Pumps screen.
Fuel/fluid type
Type of fuel or fluid stored in the tank. This field has a list box. This field is optional.
Fuel types are defined on the Data -> Fuel/Fluid Tanks -> Setup -> Fuel Types screen. Fluid types are defined on the Data -> Fuel/Fluid Tanks -> Setup -> Fluid/Product Types screen.