Overview of receipts

Menu path

Purchase ➔ Reports ➔ Receipts

Introduction

The overview of the receipts screen displays the purchase receipt information for each received item such as the supplier information, amount received, receipt date, and other details for better planning and analysis. You can also find out if an item has been received and when, or if the selected purchase order has been invoiced by viewing the process flow for each purchase order.

What version are you using?

The information in this document is applicable to product update 421 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the purchase receipts?

1. In the Purchase > Reports > Receipts screen, define the search criteria.
2. Click Display.

How do I view the purchase order?

In the Purchase > Reports > Receipts screen, define the search criteria.
1. Click Display.
2. Select a purchase order from the overview.
3. Click PO. For more information, see Creating and maintaining purchase orders.

Keep in mind: The PO button is enabled only if a purchase order is selected from the overview.

How do I export the purchase orders to Microsoft Excel?

1. In the Purchase > Reports > Receipts screen, define the search criteria.
2. Click Display.
3. Click Export.

How do I view the note for the purchase order?

1. In the Purchase > Reports > Receipts screen, define the search criteria.
2. Click Display.
3. Select a purchase order from the overview.
4. Click Note.

Keep in mind: The Note button is enabled only if a purchase order is selected from the overview, and the purchase order has a note attached.

How do I view the attachment for the purchase order?

1. In the Purchase > Reports > Receipts screen, define the search criteria.
2. Click Display.
3. Select a purchase order from the overview.
4. Click Attachment.

Keep in mind: The Attachment button is enabled only if a purchase order is selected from the overview, and the purchase order contains an attachment.

How do I view the financial entries for the purchase order?

1. In the Purchase > Reports > Receipts screen, define the search criteria.
2. Click Display.
3. Select a purchase order from the overview.
4. Click Our ref. For more information, see Viewing item transactions.

Keep in mind: The Our ref. button is enabled only if a purchase order is selected from the overview.

How do I view the address of the purchase order?

1. In the Purchase > Reports > Receipts screen, define the search criteria.
2. Click Display.
3. Select a purchase order from the overview.
4. Click Address.

Keep in mind: The Address button is enabled only if a purchase order is selected from the overview.

How do I view the item card for the purchase order?

1. In the Purchase > Reports > Receipts screen, define the search criteria.
2. Click Display.
3. Select a purchase order from the overview.
4. Click Card. For more information, see Viewing item cards.

Keep in mind: The Card button is enabled only if a purchase order is selected from the overview.

Related documents

• Creating and maintaining purchase orders
• Generating and overview of receipts
• Inserting and deleting columns
• Viewing item cards
• Viewing item transactions