Back | Forward

Files

---

The Files tab enables you to manage files associated with Enterprise Purchasing Receipts.

• Tip: To limit the display of information in the grid and maximize performance, use the filter.

Detail View Header

The field in the top section of this tab defines the data that displays.

Purchase order ID

Identifier of the purchase order either being reviewed or currently selected in the grid. You may only receive against open purchase orders. This field has a list box. The purchase description displays to the right of the field. Required unless the New purchase order and/or new line item field has a check. This field also has a zoom button to the Purchase Orders screen.

• Tip: To help streamline the workflow when you receive multiple single line items on a purchase order (i.e., the Fully receive all line items for receiving location on purchase order field is blank), this field defaults to the last purchase order ID received against. You may change the purchase order ID as needed.

Line number

Line number of the item being received individually. Can either be an existing line item number or a new one that you are appending to the purchase order. Required unless the New purchase order and/or new line item field has a check.

Fully receive all line items for receiving location on purchase order

If this field has a check, the system inserts a receipt for every open line item listed on the purchase order. Canceled work orders are not included. This option eliminates you having to complete a separate process action for every individual line item. The status on all lines changes from OPEN to CLOSED after processing. If you enter a vendor invoice number, it will be copied to each received line item. Lines that do not have a unit price are not received with this action (you must enter a separate receipt for any order line that does not have a price).

• Note: You can enter a new line item and receive all open line items on a PO.

• Tip: Line items for serialized stock parts cannot be processed as a group. You must enter a serial number for each line item.

Receipt ID

The identifier of the receipt. This is auto-filled when a purchase order and line number is entered.

New purchase order and/or new line item

If this field has a check, the receipt being recorded is for a new purchase order and/or new line item. You can use this field to create ad hoc POs or add a line item to an existing purchase order and perform an immediate receipt.

• Note: If you leave the Purchase order ID field blank and place a check in this field, the PO location ID field is populated with your session location and a new PO ID is generated. If you do not have a session location, the PO location ID and Purchase order ID fields remain blank.

• Tip: If you are working with an existing purchase order and place a check in this field, the following actions occur on this tab:

• Entry of receiving location ID, part ID, and part suffix populates the Part description field.

• Entry of receiving location ID auto-populates the Purchase order ID field.

• Entry of part ID, suffix, and vendor ID auto-populates the Unit price and Discount pct fields for the part.

• If the PO ID does not exist, the Line number field displays 1. If the PO ID does exist, the Line number field displays the next line number in the sequence for the specified PO.

• If the PO ID exists and the PO status is OPEN, the Status field displays OPEN.

• If the PO ID does not exist or has a status other than OPEN, the Status field displays the initial default status, but only if it is OPEN. If the initial default status is a value other than OPEN, the Status field remains blank. In Enterprise Purchasing, the default initial status is specified on the Statuses screen.

• If the PO ID exists and the Receiving location ID field is blank, the Receiving location ID field displays the purchase order location.

Detail View

The fields in the screen group in the bottom section of this tab enable you to associate a data file (or files) with an employee. These fields are optional.

• Note: Any receipt attachment(s) entered on this screen will only be applied to the Line Number displayed in the Detail Header

Delete

To delete the entries in the fields to the right, place a check in this field and click Save.

Path and file name

Free-format text field in which you can type the path and file name for data associated with the employee. This field has a file launch button . The maximum field length is 255 characters.

Description

Free-format text field in which you can type a description of the data file. The maximum field length is 50 characters.