Receiving Management Module

Under Construction

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The Receiving Management Module is used to receive complete or partial Purchase Order line items.  Inventory quantities are automatically updated when quantities are received.  Once all line items on an order are received the Purchase Order can then be closed and an Accounts Payable Invoice will be filed to the Accounts payable management module. The functional flow of the module is as follows:

1.  Look up a receiving Purchase Order. 2. Receive All PO line items or 3.  Receive partial PO line items.  4. Update the receiving order with the carrier or tracking number (Optional). 5.  Close PO and file Accounts Payable Invoice for payment.

LOOKUP BY ORDER ID - This selection box is used to look up an existing receiving Purchase Order by Order ID.

LOOKUP BY REFERENCE ID - The Lookup By Customer Reference ID selection box is used to look up an existing receiving Purchase Order by the Reference ID number.  The Reference ID number can be any alphanumeric identified.

REFERENCE # -  The Reference # field is used to display user definable reference number for this order.  The reference number field is an alphanumeric field and is assigned within the Purchase Order module.

ORDER DATE - Used to display the date the Purchase Order was created.

REQUIRED DATE - The required date is used to display the requested required by date as issued on the purchase order.  

AP INV DATE - AP Inv Date field is used to display the the projected Accounts Payable invoice or payment date. The AP invoice date is computed based on the terms of the PO.

RECEIVE DATE - The Receive date is used to display the date the order was completely received.  

RECEIVE COMPLETE - The Receive Complete check box is used show a visual that the order has been completely received.  Once all items have been received, a check mark appears in the receive complete box.

RECEIVING ORDER NOTES - The receiving order notes field is used to display any special receiving notes relating to this order.  The receiving notes may be generated when the order is created.

ORDER DETAIL (NOT RECEIVED) TAB - The Order Detail (Not Received) tab is used to display all lines items for the current Purchase Order that have not been received.   

   Look Up By Line No - Combo selection box used to look up a specific line item by line number.

   Look Up By Search Name - Combo selection box used to look up a specific line item by defined search name.

   Look Up By Product Description - Combo selection box used to look up a specific line item by product description.

   Line No - Field used to display the Line Number for the specific PO line item.  The specific PO line number must be retrieved using one of the three Look Up combo selection boxes. 

   Product Description - Field used to display the Product Description for the specific PO line item.  The specific PO line number must be retrieved using one of the three Look Up combo selection boxes.

   Measure - Field used to display the item Unit of Measure for the specific PO line item.  The specific PO line number must be retrieved using one of the three Look Up combo selection boxes.

   Qty Ordered - Field used to display the Qty Ordered for the specific PO line item.  The specific PO line number must be retrieved using one of the three Look Up combo selection boxes.

   Qty Awaiting - Field used to display the Qty Awaiting for the specific PO line item.  The specific PO line number must be retrieved using one of the three Look Up combo selection boxes.

   Qty Received - Required Input Field used to enter the Quantity Received for the specific PO line item.  The specific PO line number must be retrieved using one of the three Look Up combo selection boxes.  Receiving a quantity of Zero (0) effectively cancels the line item from the Purchase Order.   

   Weight - Field used to display the Item Unit Weight for the specific PO line item.  The specific PO line number must be retrieved using the one of the three Look Up combo selection boxes.

   Area - Field used to display the Item Unit Area for the specific PO line item.  The specific PO line number must be retrieved using the one of the three Look Up combo selection boxes.

   RECEIVE ALL - button is used to receive all line items at once.

   (F5) Receive Line Item Quantity - button is used to process the specific quantity to receive entered in the Qty Receive input box.  Quantity can be receive by pressing the F5 key on the key board or by clicking the Receive Line Item Qty button with the mouse.   

   SCROLL BAR - The Scroll Bar is used to reveal additional item display and input fields.  Additional fields may be displayed by clicking the right arrow button on the scroll bar.

       Part # - Field is used to display the part number for the specific field.

       Recv Date - Field is used to display the date the product was received.  This field defaults to the current date.

       Receiving Method - Field is used to display the method of receipt.  This field defaults to the Receive Method display for the entire order.

       Recv Chg - Field is used to record any special item related receiving charges.

       Qty BackOrdered - Field used to display the Quantity Backordered.  

       BO Date - Field is used to display the Back Order or expected arrival date.

       EMP ID - Field is used to display Sales Order Entry Employee ID on the Items Not Receive Tab and displays the Receivers Employee ID on the Items Received Tab.  Note: If an item is un-received the receiver Employee ID is still shown. 

       Prod ID - Field is used to display internal auto generated product ID. 

       Detail ID - Field is used to display the internal auto generated lien item Detail ID.

   BO Other Tax - Field is used to display total items backordered FST or Federal Sales tax when enabled in the Company entry and management module.  NOTE: The Other tax field is not used when US Default are loaded in the Company Entry and Management Module.

   BO Tax - Field is used to display the total items backordered Sales or GST tax for item that have not been received.  

   BO Subtotal - Field is used to display the total items backordered Subtotal for item that have not been received.  

   RCV Other Tax - Field is used to display total items received FST or Federal Sales tax when enabled in the Company entry and management module.  NOTE: The Other tax field is not used when US Default are loaded in the Company Entry and Management Module.

   RCV Tax - Field is used to display the total items received calculated tax for item that have not been received.  

   RCV Subtotal - Field is used to display the total items received calculated subtotal for item that have not been received.  

OTHER TAX - Field is used to display the Federal or FST tax for the Purchase Order.  Note: The Other tax field is not used when U.S. defaults are loaded.

SALES TAX - Field is used to display the Sales or GST tax for the Purchase Order.

SUBTOTAL - field is used to display the subtotal for the entire order.

TOTAL - Field is used to display the Purchase Order Totals.

EXIT FORM--Used to EXIT the current form.