You can generate an overview of purchase receipts at Purchase/Reports/Receipts. The overview provides information on purchase receipts according to warehouse, supplier, purchase order, and date. It also displays the process flow of each purchase order and you can process the purchase orders by clicking on the processes. For example, click Authorize to authorize the purchase order.
You can filter the purchase orders that you want to display. To filter purchase orders you can specify one or more of the following criteria and click Display. The purchase orders that match the filter criteria are then displayed.
Select a warehouse to display purchase orders for the selected warehouse. Select All to display purchase orders for all warehouses.
Type or select a range of receipt dates to display purchase orders that are received within the selected range of dates. Select the All check box to display purchase orders that are received on any date.
Note: Typing or selecting only the start date will display purchase orders received on the selected date and later dates. Typing or selecting only the end date will display purchase orders received on the selected order date and earlier dates.
Type or select a purchase order number to display the selected purchase order. Select the All check box to display all purchase orders.
Type or select a supplier to display the purchase orders for the selected supplier.
Type the specific entry number to display purchase orders with the entered receipt entry number. Select the All check box to display purchase orders with any entry number.
Select None, Purchase order, Warehouse, Supplier, or Received to group the purchase orders displayed by the respective options.
This section is available when you click Advanced.
Select the Returns check box to display purchase orders with returned items.
Select an item group or a range of item groups to display purchase orders with items linked to the selected item group(s). Select the All check box to display purchase orders with items linked to any item group.
Select an item or a range of item to display purchase orders with the selected item(s). Select the All check box to display purchase orders with any item.
Select Active, Blocked, Discontinued, and/or Inactive to display purchase orders of items with the respective statuses.
Select the assortment(s) to display purchase orders with items that are linked to the selected assortment(s).
Note: The number of Assortment boxes displayed depends on the settings defined at Purchase/Items/Assortments or System/General/Settings, under Item data settings. For example, if three Assortment boxes are defined, then three Assortment boxes will be displayed.
Click Display to generate the overview of purchase receipts based on the selected criteria.
Note: It is possible that not all columns in this example are displayed. You can add or delete columns as required. For detailed instructions on how to customize displayed columns, see Related documents: Inserting and Deleting Columns.
Click Advanced to display the advanced filter criteria. The Advanced and Item sections become available. Click Simple to hide the advanced criteria.
Click Close to exit.