More Info

The More Info tab enables you to specify additional information for the receipt, such as a list of serial numbers for serialized parts, the work order ID on which to reconcile an issue that was made while the part stock was insufficient (allowed if there is a check in the Allow issues from stock with insufficient inventory field on the Inventory – More Info tab of the Data -> Organization Structure -> Locations -> Primary Information screen), and the employee ID who is receiving the parts.

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; vendor ID, contract ID, and invoice number; status; part; and date/time received, among other values.

The Receipts screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.

Detail View Header

The fields in the top section of the More Info tab are display only from the Basic Info tab.

Purchase order ID

Identifier of the purchase order currently selected in the grid. The PO description displays to the right of the ID. This field also has a zoom button to the Data -> Enterprise Purchasing -> Purchase Orders screen.

Line number

The line item number.

Fully receive all line items for receiving location on purchase order

If this field has a check, all OPEN line items for the purchase order are received. The only exception is serialized parts, for which you must enter a separate receipt because you must enter a serial number. If a receipt batch ID was looked up or specified on the initial receipt, it is assigned to receipt transactions for the specified location. 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).

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.

Detail View

The fields in the bottom section of the tab enable you to reconcile work orders as well as receive multiple serialized parts.

Received serial numbers Table

The Received serial numbers screen group enables you to receive serialized parts. If you are receiving a serialized part, you may enter all the serial numbers at the same time. Only one serialized part may be received per line.

Serial number: Serial number of the received part. The quantity of serial numbers listed on this tab must equal the quantity received listed on the Basic Info tab. Note that the serial number (or numbers) that you receive may be different from the serial number you sent out. This field has a list box.

Closing a line short for a serialized part sent for external rebuild sets the part to scrapped and puts the ordering location back on the serialized part record (the same location used to update the scrapped inventory by 1 using an adjustment). This occurs whether the line item status is set to closed manually or the user sets the line item to be deleted before the part has been received back from the vendor. The part status can then be changed to awaiting rebuild if the user wants to send the part to a different vendor in an attempt to rebuild it.
Tag ID: Identifier of the inventory tag of the real-time locating system (RTLS) for high-value serialized parts. This field is optional. This field has a list box. Tag IDs (known as access keys) are recorded on the System Mgmt -> Setup -> Security Tags -> Access Keys screen.

External rebuild serial number sent to vendor

Serial number of the part that was sent to the vendor. This field auto-populates based on the line ID. This field has a list box.

Note: You cannot change the serial number on an OPEN or CLOSED purchase order line item.

Reconciled work order ID

The work order ID (location ID; calendar year; sequential number) that has stock part issues to be reconciled. If there are outstanding parts to be reconciled, this field is required. This field has a list box.

Tip: Reconciliation may be required if an issue was made while there was insufficient part stock. For more information, refer to the options on the Inventory – More Info tab of the Data -> Organization Structure -> Locations -> Primary Information screen.

Product category ID

Identifier of the product category to which the part belongs. Auto-populates based on the part ID and suffix entered on the Basic Info tab. This field has a list box. Required if line item type is STOCK PART; must be blank if line item type is COMMERCIAL, FEES, SHIPPING, or FUEL; optional for all other line item types.

Product categories are defined on the Data -> Parts Items -> Setup -> Product Categories screen.

Employee receiving

Identifier of the employee who receives the part. Defaults to the employee ID of the logged in user. This field has a list box. The employee name displays to the right of the ID. This field is required.

Note: If the Fully receive all line items for receiving location on purchase order field has a check, the employee receiving ID will be propagated to every receipt created.

Return reason ID

The reason that the part is being returned to the vendor or manufacturer. This field has a list box. Required if there is a check in the Require reason for return to vendor field on the Inventory - Enterprise tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. Otherwise, optional.

Return reasons are defined on the Data -> Enterprise Purchasing -> Setup -> Return Reasons screen.

Return RMA

Return material authorization (RMA) number required to return items to the vendor. If there is a check in the Require RMA on return to vendor field on the Purchasing Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen, this field is required. Otherwise, it is optional.

Return from lot number

Identifier of the lot from which the part was returned. This field has a list box.

Put-away sheet ID

Allows the entry of a put-away sheet ID. This is required if the put-away process is set to AUTOMATIC and part return is enabled for the part. The value is not recorded on the receipt but is used to set the put-away sheet ID on the automatically generated put-away card.

Return put-away card ID

Allows a user to specify a Return Put-Away Card when performing a return. This could be useful if wanting to return items that are in the receiving area or were never put into available inventory. Populating this field automatically triggers a process that verifies and removes the part from its associated Put-away Card.

Verified valid part ID

If you ordered a part on a new or existing purchase order or requisition and did not specify the part ID, when you receive the line item on this screen you must place a check in this field to confirm creation of the new part ID and generate a new part record. You also need to complete the required fields on the Basic Info tab. This field's functionality works similar to generating a new part record by entering a line item on a purchase order. This field must be blank for EXTERNAL REBUILDS because the part ID and suffix must already exist in the application.

Tip: If you insert a new receipt record with a product category that generates a part ID automatically, this field defaults to checked.
Note: The product category defaults from the SYS_EPO table. The measure ID defaults from the SYS_INTERNAL table. The line item type defaults to STOCK PART. When a stock part without a part ID and suffix is received, location, quantity, unit price, sales tax rate, unit of measure, discount percentage, counts, and totals are updated on the purchase order.

OK from unapproved vendor

If this field has a check, you may override the Require approved vendor for STOCK PART line items field on the Purchase Orders tab of the Data -> Enterprise Purchasing -> Setup -> Purchase Types screen.

Return without receiving

If this field has a check, the part was returned to the vendor without being received into inventory.

Note: This option may not be used if parts receipt is enabled; there is a check in the Fully receive all line items for receiving location on purchase order field; there are related work orders; or reconciliation work order information exists.

Fuel line item information

Tank ID

Identifier of the location to which the fuel is to be delivered. This field has a list box. The tank description displays to the right of the field. Required if the Line item type field specifies FUEL; otherwise, must be blank.

Fuel and fluid tank information is defined on the Basic Info tab of the Data -> Fuel/Fluid Tanks -> Primary Information screen.

Fuel/fluid type

Identifier of the fuel type. This field has a list box. Required if the Line item type field specifies FUEL; otherwise, must be blank.

Fuel and fluid types are defined on the Data -> Fuel/Fluid Tanks -> Setup -> Fluid/Product Types screen.