Use this screen to print receipt travelers.
A "receipt traveler" represents a document that is typically provided to inventory personnel, which displays purchase order and receipt information; it also displays QC (Quality Control) details, if applicable.
This document, generally, is housed in inventory departments and is used as a reference to provide receiving details, such as product quantities, stock locations, and backorder information. Receipt travelers can also be housed in accounting departments. Here, you can verify the items that were received, accepted, or rejected. This document also allows you to track serial numbers.
You should print this report after recording receipts. You can attach this document to items for identification purposes.
After you have entered your selection criteria in this screen, you can select the Preview Default Report icon to print a copy of the receipt traveler to your screen, thus allowing you to review the data to ensure its accuracy and verify the content based on your selection criteria. You can select the Print Default Report icon to send the data to a printer.
You can use this screen to print receipt travelers, as needed.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Warehouse
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to eight alphanumeric characters to designate the warehouse ID from which to start.
The data in the Lookup originates from the Warehouses screen.
Enter, or use Lookup to select, up to eight alphanumeric characters to designate the Warehouse ID at which to end.
The data in the Lookup originates from the Warehouses screen.
Receipt
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the receipt number from which to start.
The data in the Lookup originates from the Receive Purchase Orders screen (Materials\Transactions\Receipts).
Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the receipt number at which to end.
The data in the Lookup originates from the Receive Purchase Orders screen (Materials\Transactions\Receipts).
Receipt Date
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Calendar Lookup to select, the receipt date from which to start. You must enter the date in the MM/DD/YYYY format.
Enter, or use Calendar Lookup to select, the receipt date at which to end. You must enter the date in the MM/DD/YYYY format.
Purchase Order
Option
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the purchase order number from which to start.
The data in the Lookup originates from the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the purchase order number at which to end.
The data in the Lookup originates from the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Select Traveler Types to Print *
Use the drop-down box to make a selection. Your choices are "By Receipt," "By Line," and "Both."
Select the receipt traveler type that will determine how receipts will be grouped on the receipt traveler. The system-defined types are as follows:
By Line - Select this option to print receipts by purchase order line number. Receipt travelers for inventory parts will always be printed by line.
By Receipt - Select this option to group receipts by purchase order receipt ID.
Both - Select this option to print receipts by purchase order line number and purchase order receipt ID.
You established the default settings for the Select Traveler Types to Print field in the Print on Traveler block of the Receiving Settings screen (Administration\Configure\Materials).
Select this checkbox to print receipts for inventory parts only.
Print Previously Printed Travelers
Select this checkbox to include previously printed travelers on the report. These travelers must satisfy your selection criteria.
* A red asterisk denotes a required field.
Costpoint retrieves information from the RECPT_HDR (Receipt Header) and RECPT_LN (Receipt Line) tables as you execute this report.