Summary

The Receipts window is used to view the receipts created in the Receiving process (PO> Receiving). If you receive purchase orders in the PO module, the Receipts window will display a list of receipts. You cannot modify receipts from this window.

When receiving Purchase Orders (PO> Receiving), you can receive only one purchase order per receipt, so each receipt in the window will be attached to a single purchase order. You can receive multiple PO line items on a single receipt, so there can be several different items associated with each receipt.

Step by Step

1     View a filtered list of receipts.

• Open the Receipts window (PO> Display> Receipts).
• Enter information into the search criteria and click the Search button   to filter the receipts that display in the window.
  • The User field is used to filter the receipts by the user that created the receipt. A user will be attached to a receipt when the receipt is created in the Receipts step (PO> Receiving> Receipts).
  • The On or After field is used to filter the receipts by receipt date. The receipt date of a receipt is the transaction date set during the Receipts step (PO> Receiving> Receipts> Transaction Date and Transaction Time fields).
  • The PO Number field is used to filter the receipts by the purchase order attached to the receipts.
  • The Receipt Number field is used to filter the receipts by receipt number. Receipts are assigned a sequential number when they are generated in the Receiving process (PO> Receiving> Receipts).
  • The Commodity Code field is used to filter the receipts by the commodity code attached to the purchase order line item being received. Commodity codes are used to compare the prices of AP vendors. For example, you can set up printer paper as a commodity and then track and compare the vendor prices and quantity discounts on printer paper.
  • The Product Code field is used to filter the receipt by the product code attached to the purchase order line item. A product code is generally the code or serial number the vendor uses to reference the product on the purchase order line item. Product codes are entered on purchase order line items when they are created using the Purchase Orders process (PO> Purchase Orders> Purchase Orders> Create a PO line item).
• Click EXCEL EXPORT to generate an MS Excel worksheet of the receipts that display in the window. All of the information that displays in the window will be included in the export.
• The ability to open individual receipts will be enabled in an upcoming service pack.