Generating an overview of receipts
Introduction
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.
Description
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.
General
section
Warehouse
Select a warehouse to display
purchase orders for the selected warehouse. Select All to display
purchase orders for all warehouses.
Received
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.
Purchase order
Type or select a purchase order
number to display the selected purchase order. Select the All check box
to display all purchase orders.
Supplier
Type or select a supplier to
display the purchase orders for the selected supplier.
Entry number
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.
Group by
Select None, Purchase
order, Warehouse, Supplier, or Received to group the
purchase orders displayed by the respective options.
Advanced
section
This section is available when you
click Advanced.
Returns
Select the Returns check
box to display purchase orders with returned items.
Item
section
This section is available when you
click Advanced.
Item group
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.
Item
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.
Item
status
Select Active,
Blocked, Discontinued,
and/or Inactive to display purchase
orders of items with the respective statuses.
Assortments
1/2/3/4/5
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.
Buttons
Display
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.
Advanced/Simple
Click Advanced to display
the advanced filter criteria. The Advanced and Item sections
become available. Click Simple to hide the advanced criteria.
Close
Click Close to
exit.
Related
documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.541.968 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
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Attachment: |
|
Disclaimer |