Exact Globe+

Overview of goods to be received

Introduction

To retrieve an overview of all orders which are yet to be received, go to Purchase/To be processed/To be received. This function allows you to retrieve all orders, per warehouse, (including unauthorized orders) of which receipt has not yet taken place.

Description

You can filter the purchase orders that you want to display. To view the purchase order overview, you can define one or more of the following criteria and click Display. The purchase orders that match the search criteria you have defined are then displayed. A list of options appears if you click the Browse button in the Warehouse box, Supplier box, and other boxes. From the list, select an option and click Select.

Purchase order section

Warehouse

Select a warehouse to display purchase orders for the warehouse. This information is mandatory.

Supplier

Select a creditor or a range of creditors to display only purchase orders from the selected creditor(s). By default, the All check box is selected. This means purchase orders from all creditors will be displayed.

Purchase order

Select a purchase order number or a range of purchase order numbers to display only purchase orders with the selected purchase order number(s). By default, the All check box is selected. This means all purchase orders will be displayed.

Item

Select an item or a range of items to display only purchase orders for the selected item(s). By default, the All check box is selected. This means purchase orders for all items will be displayed.

Extra section

Reference date

Select a reference date to display only purchase orders that contain order lines with a fulfillment date before and on the selected reference date.

Display section

Show

Select Purchase units or Sales units to display purchase orders to be received by respective units.

Buttons

Display

Click Display to generate the overview based on the defined criteria.

When a purchase order line is selected, the following are available:

Purchase order — The purchase order number and the description are displayed
Supplier — The supplier’s account number and name are displayed.
Created — The resource name that created the overview is displayed.
Reference — The reference number of the purchase order is displayed.
Buyer —The resource name who is the buyer of the purchase order is displayed here.
Shipping via — The shipping method for the purchase order is displayed.
Item — The item of the purchase order is displayed.
Warehouse — The receiving warehouse of the item in the purchase order is displayed.
Fulfillment date - Click Fulfillment date to modify the fulfillment date of the selected purchase order line. This button is enabled only when a purchase order line is selected.
Export - Click Export to export the selected overview to Microsoft Excel.
Purchase order - Click Purchase order to open the selected purchase order for view. This button is enabled only when a purchase order line is selected.
Close - Click Close to exit.

Close

Click Close to exit.