Receiving Documents, Reports, and Online Inquiries Exceptions

Several reports and inquiries are provided in the system to help you during the receiving phase.  They are summarized below:

Expected Receipts Report

This report lists purchase order releases by due date according to the selection criteria entered on the report request.  This report would be useful in helping the receiving department plan its workload.  To request this report:

1.   Choose the Expected Receipts Report Request option.  The Expected Receipts Report Request screen is displayed.

2.   The screen is displayed with an X in the request field.  Enter the appropriate selection criteria.  Press the Enter key.

Receipt Reports

Two reports are provided to help keep track of receipts:  Receipts by Receipt Number (PO680A) and Receipts by Receipt Date (PO680B).  To request these reports:

1.   Choose the Receipt Report Request option.  The Receipt Report Request screen is displayed.

2.   Enter an X next to the type of report you are requesting.  Enter the appropriate selection criteria.  Press the Enter key.

Receipt Notice

This turnaround document is printed if you are using the two-step receiving process.  After the Receipt Entry conversation has been used to record the receipt of goods, the Receipt Notice is printed (either immediately or end of day, as entered in the Receipt Entry conversation).  This report can then be given to the receiving department to use to record the results of their quantity control counting.

Identification Tags

These documents can be used to identify goods for putaway into inventory.  They are printed as a result of the Quantity Control conversation, and also may be printed immediately or at the end of the day.

Receipt Exception Reports

These reports are printed as a result of the Receipt Exception Recording conversation.  The Quantity Variance Notice (PO670A) highlights quantity exceptions, and the Quality Control Notice (PO670B) highlights quality exceptions.  These reports also can be printed immediately or at the end of the day; in addition, the conversation allows you to assign custom identification numbers to these reports.

Receipt Inquiry

This inquiry allows you to view receipts by purchase order number, by item, or by vendor, or view a single receipt or receipt line. To perform the inquiry function:

1.   Choose the Receipt Inquiry option.  The Receipt Inquiry Function Select screen is displayed.

2.   Enter an X next to the desired inquiry (selected receipt, by purchase order, by item, or by vendor).  Enter the appropriate selection criteria.  Press the Enter key.

3.         If you are performing an inquiry by item or vendor, the appropriate list screen is displayed.  You may select any line for detail display by entering an X in the Select field and pressing F5- Display Detail.