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ENTER A NEW RECEIVER - TASK 2
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Purchase Order (Module 7)
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Receiver Entry Editing (Task 2)
- Enter New Receiver (Sub-task 1)
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Receiver Entry Editing (Task 2)
*********FIRST SCREEN***************************
1. Receiver #: _______(6) Automatically assigned by the system. Press ENTER
2. Arrive date: _______(6) The date that the shipment was received. Press ENTER and today's date will default.
3. Vendor #: _____(5) The vendor number for the shipment. Use TAB to search by name. The vendor's name and address will appear.
4. Pur Order #: ______(6) Purchase order # used to order item(s). Use TAB to scroll all open/issued orders for the vendor. Default value = zero (0) if ENTER is pressed.
5. Warehouse #: __(2) Location where item was received. Defaults to location 01. The address and phone number appear on the screen.
6. Ven Order #: ______(20) Optional - the order number assigned by the vendor.
7. Shipper #: ______(20) Optional - the shipper number assigned by the vendor.
At the bottom of the screen, the following message appears: “NOTE: if you have previously copied this PO you will duplicate items. Copy PO detail to receiver? Yes/No)”. It is a warning to prevent items from being received twice. The first time items are received on the Purchase order, the system defaults to a Yes, however once you have received items from a Purchase Order, the response automatically changes to NO.
**********SECOND SCREEN**************************
This screen contains the items that were on the issued Purchase Order, the following headings appear:
#Rcvd; #Boor; Item #, Description, #Rod Units.
All of the ‘un-received’ items, along with the quantities, from the Purchase Order will appear on the screen and at the bottom of the screen, the following message appears: “Include All, None or Some items above? (A/S/N)”
- Enter A for All and the system assumes everything on the screen, including the quantities, have been received in full. No further action is required.
- Enter N for None, the system assumes no items from the Purchase Order were received. However, at this point you could enter another item that, for example, the vendor sent by mistake but you decided to keep the item.
- Enter S for Some, the system assumes some of the items / quantities were received. The system moves the cursor to the quantity field of the first item. Enter through each item and enter the quantity actually received. At each quantity field, the bottom of the screen indicates: “Use TAB key for item substitution”. In case the vendor sent a replace item for the one you actually ordered, you can ‘substitute’ the sent item for the original item. Note: If the entire quantity is not received, the difference between what is still open on the PO and the quantity received will appear in the #Bkor field
Note: If an item is a serialized item, the user will be prompted to enter a serial number for each item received. Also, once the user leaves this screen and goes back to it, the ‘headings’ will change, to include substitute item and serial number (if appropriate).
- If an error is made while entering information into one of the fields, type Y at the "Any change?" prompt, and press ENTER until the cursor comes to the field that needs to be changed.
- When entering in the item number, if a period is typed in and the vendor's stock number, it will convert to your item number.
**********THIRD SCREEN******************************
0 = No Action - inventory is not updated, nothing happens. You can come back at a later time and finish receiving the items.
1 = Cancel - cancels the receiver, all information entered is gone.
2 = Print Receiver - receiver is printed, but inventory is not updated
3 = Post Items to Inventory - the Quantity On-Hand figures for inventory will reflect the new items received. The items go into Task 22: Received Items (No Invoice).
Some clients choose to not post the receiver at this time but to print an edit list to double check the entries.
NOTE: During posting, if a serialized item is being posted, but there is not room for it in the serialized file, a message to that effect will appear on the screen. The non-serialized items will be posted, but the serialized items will remain in the receiver and this receiver will remain an uncommitted receiver until the serialized file is expanded, and the serialized items are posted to the serialized file.