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.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
|
Security level: |
All - 0 |
Sub category: |
|
Document ID: |
12.016.882 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
|
Attachment: |
|
Disclaimer |