Receipts |
The Receipts tab displays all receipts associated with a specific purchase order.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on purchase order ID, location, vendor ID or invoice number, status, date (or date range), employee ID (requester, buyer, orderer), and equipment ID, among other values.
Note: Unless you specify a header status, filtering on equipment ID returns all items in all statuses that apply to that ID.
The Purchase Orders screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
The field in the top section of the Receipts tab is display only from the Basic Info tab.
Purchase order ID
Identifier of the purchase order either being defined or that is currently selected in the grid. The description displays to the right of the field.
Data in the fields in the bottom section of this tab provide information about the receipt of each line item. Only the Vendor invoice and the External data fields are editable; all others are display only.
Line number
The line item number to which the receipt transaction applies.
Line item type
The type of line item, such as STOCK PART.
Part ID
Identifier of the part. Will be blank for COMMERCIAL, FEES, and SHIPPING line item types.
Part suffix
Number associated with the part ID, which distinguishes it from other parts with the same part ID. Will be present for STOCK PART line item types; will be blank for COMMERCIAL, FEES, and SHIPPING line item types.
Other ID
User-defined identifier associated with the line item.
When receiving line items for non-stock parts, fees, or shipping and issuing them to a work order, a not-from-inventory part issue is posted to the work order. If an other ID is provided for a non-stock part, fee, or shipping charge, it displays as NON-STOCK PART, FEE, or SHIPPING (whichever applies); Other ID, where Other ID is the Other ID specified on the line item. The Description field displays the purchase order ID and line number.
Description
Description of the other ID.
When receiving line items for non-stock parts, fees, or shipping and issuing them to a work order, a not-from-inventory part issue is posted to the work order. The Comments field displays the full text of the Other ID field followed by as much of the line description as will fit.
Return
Indicates whether the line item was returned. Either N (no) or Y (yes) displays in the field.
Quantity
Quantity that was received.
Unit price
Price of an individual unit.
Discount percent
Discount percentage for the line item.
Net unit price
Net price of the line item. The value is calculated by applying the discount percent to the unit price.
Location ID
Identifier of the inventory location at which the parts were received.
Received
Date and time (in MM/DD/YYYY HH:MM format) that the line item was received.
Vendor contract ID
Identifier of the contract number of the vendor who supplied the item.
Contract line item ID
Identifier of the line item associated with the vendor contract. This field has a list box. This field is optional.
Vendor contract line item IDs are recorded on the Contract Line Items tab of the Data -> Purchasing -> Vendor Contracts -> Contracts screen.
Unit of measure
Unit of measure associated with the received part.
Sales tax rate
Sales tax rate assigned to the line item.
Sales tax amount
Total amount of sales tax charged for the line item.
Shipping amount
Total amount of freight charged for the line item.
Total cost
Total cost of the line item. Equal to the sum of the values in the Net unit price, Sales tax amount, and Freight amount fields.
Note: Total cost of non-commercial line items = total quantity * net unit price of all items. Total cost of commercial line items = work order total cost related to that line item.
Part description
Part description, based on the part ID and part suffix.
Account ID
Identifier of the general accounting system account to charge for the item.
Vendor invoice
Invoice number associated with the item's purchase. The maximum field length is 140 characters. This field is optional.
Received by employee ID
Identifier of the employee who received the part.
Return reason ID
Identifier of the reason for the return.
Return RMA
Return material authorization (RMA) number required to return items to the vendor.
External status
External (outside the application) status. The maximum field length is 30 characters. This field is optional.
Ext date
External (outside the application) date when the external status was set. This field is optional.
Ext PO number
External (outside the application) purchase order number. The maximum field length is 30 characters. This field is optional.
Ext line number
External (outside the application) line number. The maximum field length is five characters. This field is optional.
Ext comment
Text field in which you can type comments. This field is optional.
Ext requisition no
External (outside the application) requisition number. The maximum field length is 30 characters. This field is optional.
Ext requisition status
External (outside the application) requisition status. The maximum field length is 30 characters. This field is optional.
Ext qty
External (outside the application) quantity. The maximum field length is six characters. This field is optional.