Purchasing >  Inquiries >  Receipts >  Receipt lines  

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Use this function to display goods lines received against purchase orders at one or all sites on one, or between a range of dates.

You can inquire by company, site and product, from one or a range of suppliers and receipt numbers, and for one or a range of projects. You can filter the results by the status of the receipt.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

This function is customized to the needs of your organization and your processes. The Inquiry screens function for code 'CPS' determines the way in which you enter information, and how information is displayed and printed.

The Receipt lines inquiry function contains a section for you to enter your selection criteria and a table (grid) in which the results of the search are displayed. 

Header

Presentation

Selection

Use this section to filter or select purchase receipts:

  • Start date. The default Start date is the first date of the month two months before the current month but can be amended.
  • End date. The default End date is the last date of the current month but can be amended.

The search, therefore, covers a 3 month period, by default.

Status

You can filter the results by the status of the receipt using the Status section.

You can use the Criteria action to enhance the selection criteria applied.

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Fields

The following fields are present on this tab :

Selection

This field is used to specify the company code.
The company is automatically loaded with the company of the user's default storage site. It remains modifiable.
SEEINFO It is possible to display the receipts of all the companies by leaving this field blank.In this case, the site field is automatically left blank.

Ce champ permet de renseigner le site de stockage.
SEEINFO Ce site est automatiquement alimenté par le site de stockage par défaut de l'utilisateur. Il peut être laissé vide. Dans ce cas, la consultation portera sur l'ensemble des réceptions de la société.

 

 
  • From receipt no. (field PTHNUMDEB)

Ces champs sont facultatifs. Ils permettent de saisir ou  sélectionner une fourchette de réceptions à afficher.
A défaut d'être renseignés, l'ensemble des réceptions répondant aux autres critères de sélection, est affiché.
Lorsque la consultation est affichée depuis une réception, la référence de la réception est automatiquement renseignée avec celle de la fiche en cours de consultation.

Filter for results within a range of project codes. For a single project, enter the same project code in the from/start Project and to/end Project fields. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

 This field is populated by default with the project code if you accessed this function directly from the project. If you accessed this function from the project structure the project code and project budget/task code is displayed accordingly.

 
  • Start date (field RCPDATDEB)

These two fields are used to define the date ranges.
These ranges are used to filter the receipts with a receipt date included within this time interval.
They are initialized by default in the following manner:

  • the end date is initialized with the current date postponed to the last day of the month,
  • the start date is initialized with the first day of the month coming from the current date minus two months.

This field contains the reference identifying the product.

Status

  • Invoiced (field INVFLGO)

When this box is selected, receipts completely invoiced are selected.

  • Not invoiced (field INVFLGN)

The receipts that are not invoiced or only partly invoiced are selected when this box is checked.

Block number 3

  • Posted (field PSTFLGO)

This check box is used to select the receipts for which an invoice to be received has been generated.

  • Not posted (field PSTFLGN)

This check box is used to select the receipts for which no invoice to be received has been generated.

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Tab Search results

Presentation

This section displays all goods receipt lines that meet the defined selection criteria. The receipt date and pricing information for each line is included.

The columns displayed in the grid or table and the order in which they are displayed is determined by the Inquiry screens function for code 'CPS'.

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Fields

The following fields are present on this tab :

Grid

  • Receipt no. (field PTHNUM)

 

 

 

 
  • Address (field BPAADD)

 

This field displays the associated project code. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).
  • Receipt date (field RCPDAT)

 

 

 
  • Receipt UOM qty. (field QTYUOM)

 
  • STK-PUR conversion (field UOMPUUCOE)

 
  • PUR quantity (field QTYPUU)

 
  • Returned PUR qty. (field RTNQTYPUU)

 
  • Invoiced PUR (field INVQTYPUU)

 

 

 
  • Net price (field NETPRI)

 

 
  • Order no. (field POHNUM)

 

 
  • Shipment number (field SHIPNUM)

 
  • Description (field ITMDES)

 

 
  • Line amount - tax (doc) (field LINAMT)

 
  • Line amount - tax (co) (field LINAMTSOC)

 
  • Line amount + tax (doc) (field LINATIAMT)

 
  • Line amount + tax (co) (field LINATIAMTS)

 
  • Landed cost coef. (field CPRCOE)

 
  • Purchase cost per unit (co) (field CSTPUR)

 
  • Purchase cost per unit (doc) (field CSTPURDOC)

 
  • Line type (field LINTYP)

 
  • Fixed cost per unit (co) (field CPRAMT)

 
  • Purchase cost (co) (field LINCSTPUR)

 
  • Purchase cost (doc) (field LINCSTPURD)

 

 
  • Weight (field QTYWEU)

 

 
  • Volume (field QTYVOU)

 

 

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Action icon

Receipt

Click Receipt from the Actions icon to view the purchase receipt details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.

Supplier order

Click Supplier order from the Actions icon to view the purchase order details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.

Purchase journal traceability

Click Purchase journal traceability from the Actions icon to open the Journal traceability inquiry where you can view or browse through the hierarchy of documents created from this purchase receipt line.

 

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Specific actions

Click the Search action to load the table (grid) with purchase receipt lines that meet the entered selection criteria.

The maximum number of lines displayed is defined in the Inquiry screens function for code 'CPS'.

The following fields are included on the window opened through this button :

Selection

  • Active memo (field MEMO)

 

This screen defines the criteria for the selection and display of the receipts to be viewed.

Selection criteria:
- Company/Site: the company is compulsory.
- BP (Business Partners).
- Other optional criteria

Display criteria:
- Receipt display order in the grid by number or by date.
- A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.

This screen defines the criteria for the selection and display of the receipts to be viewed.

Selection criteria:
- Company/Site: the company is compulsory.
- BP (Business Partners).
- Other optional criteria

Display criteria:
- Receipt display order in the grid by number or by date.
- A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.

 

 
  • From receipt no. (field PTHNUMDEB)

This screen defines the criteria for the selection and display of the receipts to be viewed.

Selection criteria:
- Company/Site: the company is compulsory.
- BP (Business Partners).
- Other optional criteria

Display criteria:
- Receipt display order in the grid by number or by date.
- A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.
  • To receipt no. (field PTHNUMFIN)

 

Filter for results within a range of project codes. For a single project, enter the same project code in the from/start Project and to/end Project fields. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the value of this field includes a character such as an exclamation mark '!' this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

 This field is populated by default with the project code if you accessed this function directly from the project. If you accessed this function from the project structure the project code and project budget/task code is displayed accordingly.

 
  • Start date (field RCPDATDEB)

This screen defines the criteria for the selection and display of the receipts to be viewed.

Selection criteria:
- Company/Site: the company is compulsory.
- BP (Business Partners).
- Other optional criteria

Display criteria:
- Receipt display order in the grid by number or by date.
- A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.
  • End date (field RCPDATFIN)

 

 

 

 

Status

  • Invoiced (field INVFLGO)

This screen defines the criteria for the selection and display of the receipts to be viewed.

Selection criteria:
- Company/Site: the company is compulsory.
- BP (Business Partners).
- Other optional criteria

Display criteria:
- Receipt display order in the grid by number or by date.
- A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.
  • Posted (field PSTFLGO)

 
  • Printed (field PRNFLGO)

 
  • Not invoiced (field INVFLGN)

 
  • Not posted (field PSTFLGN)

 
  • Not printed (field PRNFLGN)

 

Display

 
  • Sort order (field TRI)

 

Close

Click the Criteria action to access additional selection and display criteria. You can filter the receipt lines to be processed by analysis group and modify the sort order.

Screen code. You can select the required customized inquiry screen, if you are using personalized inquiries.

 Please see the Inquiry screens documentation.

You can save one or several sets of criteria using the Memo action. You can recall these using the Recall action or delete them using the Delete memo action.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation