Toolbar
Field | Description |
Save
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Click this option to save your changes to the current receiving record.
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Help
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Click this option to display the Vision online help.
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Fields
Field | Description |
P.O. Number
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After you select a purchase order, this field displays the purchase order's number.
- This link is disabled if your security role has no approval to access
.
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Vendor
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This field displays the purchase order's vendor name.
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Buyer
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This field displays the purchase order's buyer name.
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P.O. Status
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This field displays the purchase order's status. You can receive items only for a purchase order whose status is Printed.
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Currency
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This field displays the purchase order's currency code. The currency code is specified through the
Currency Code option on the General tab of the Purchase Orders form.
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Order Date
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This field displays the order date of the purchase order.
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Receipts Grid
Use the Receipts grid to record and view data about each receipt of items in an open purchase order. After a purchase order is closed, this grid is non-editable. You cannot delete a receiving record, but you can delete receipts from the Receipts grid.
If you are using this grid to record receipt of an inventory item, and the item quantity is divided among two or more locations, you must use a row for each location.
Line Items Grid
Use the Line Items grid to enter or edit individual items that are delivered for a purchase order. You cannot edit a receiving record that you did not create.
Line Items Grid Toolbar
Field | Description |
Receive
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Click this option to receive the full shipment of the selected item. This changes the item's receive status to
R and the
Qty Accepted displays data from the
Open Qty.
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Receive All
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Click this option to receive the full shipment of all of the items. This changes each of the items' receive status to
R and the
Qty Accepted for each item displays the open quantity for the item.
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Summary
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Click this option to open the Receiving Item dialog box.
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View P.O. Line
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Click this option to open the Purchase Order Line Detail dialog box for the selected item.
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Line Items Grid Fields
Field | Description |
C/O #
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This field displays the purchase order's change order number, if any.
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P.O. Seq
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This field displays the purchase order line item's line number.
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Item
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This field displays the purchase order line item's item number.
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Description
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This field displays the line item's description, from the purchase order.
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U/M
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This field displays the line item's unit of measure from the purchase order.
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Ordered Qty
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This field displays the line item's quantity from the purchase order.
The total of this column displays in the
Totals line.
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Open Qty
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This field displays the line item's quantity remaining that is still open, calculated as
(Ordered Qty - Other Received Qty - Current Qty Accepted).
The
Totals line displays the total of this column.
When the value in this column is zero, the
Back Ordered check box is not active.
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Qty Accepted
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Enter the quantity of this item that you are accepting in this receipt. Vision uses this data to re-calculate the
Open Qty.
If
Qty Accepted is more than the
Open Qty,
Open Qty is a negative number.
The
Totals line displays the total of this column.
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Qty Rejected
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Enter the quantity of this item that you are rejecting, if any.
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Rejected Item Quality
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Required, when
Quality Code in Receiving is selected on the General tab of
.
Select the quality code for the rejected item's condition at the time of delivery.
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Back Ordered
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Select this option to show that this item is back-ordered.
This check box is disabled if the value in the
Open Qty field is zero.
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Receive Notes
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Enter any comments about the receipt of this item.
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Inv
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This check box is selected if this is an inventory item.
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Inventory Qty
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This field displays if the Inventory application is enabled. When it is enabled, you can adjust an inventory item's quantity if the
Allow Modify of Inventory Qty In Receiving option is selected on the Inventory tab in and you have been set up to approve inventory.
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Inventory U/M
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This field displays if the Inventory feature is enabled. It displays the item's Inventory unit of measure.
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Location
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This field displays the item's default location. You can select a different location.
To divide the items in this lot among two or more locations, you must add a new row to the Receipts Grid.
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Document
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This field applies if Vision has been configured to allow you to upload supporting documents. Click the icon in this field to open the Supporting Document dialog box and upload and associate one or more documents, such as a packing slip, with the line item for the purchase order receiving.
To view previously uploaded and associated documents, click the icon in this field:
- An icon with a green check mark
displays in this field if there are documents associated with the line item.
- An icon with a blue arrow
displays in this field if there are no documents associated with the line item.
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