Use this function from a radio frequency terminal (ADC) to:

  • Create supplier receipts.
  • Generate notes.
  • Automatically launch the label printing.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

All those fields used to identify a supplier order, a supplier and a stock line are present in this screen. It is not possible to set up the display and entry of these elements by entry transaction.

Tab Receipts

  • Txn (Transaction): This information is loaded based on the first transaction that complies with the setup rule specified in the Transaction paragraph of the Prerequisites.
  • Ord (Order number): you can select an order to be received. In this case, the supplier field is automatically loaded and can no longer be accessed. On entry, only the products displayed on the order lines with quantities still to be received are available. If you have not selected an order, the receipt is a direct one.
  • Site: You cannot enter this field. It is loaded with your default site or with the site entered in function Site definition.
  • Supp (Supplier): when an order has been selected, the supplier code is automatically entered and it is no longer accessible. In direct receipt entry, you must enter the supplier to continue the entry. When a receipt line has been saved, you cannot access the supplier field as long as the receipt has not been created. A receipt can only apply to one supplier.

You then need to enter the stock information on the two Receipt lines sections.
Then:
  • Click OK to validate the line and move to the next line (the number of validated lines is displayed in the top right corner).
  • Click Create to generate the note.

You cannot modify a document line once it has been validated (by clicking OK).

As a general rule, a document line corresponds to a stock movement.

Only Serial numbers can result in the generation of multiple stock movements on one note line: this is true when serial numbers are not managed in Global receipt & issue. When serial numbers are managed in Global receipt & issue, on stock movement is generated regardless of the number of serial numbers that correspond to the entered quantity.

Tab Receipt lines

  • Product: you can enter the code of a product managed on the site or an UPC code for a product. If the UPC code is recognized, it is replaced by the corresponding product. As long as no product is properly entered, the entry remains blocked on this field. If an order number has been specified, only products originating from this order can be entered.
  • Line (Order line number): if the entry is for an order, you can select the product to automatically deduct the line number from the order. If only one order line is linked to this product, the field cannot be accessed. Conversely, when multiple active lines are linked to the product in the order, you can modify the line number and select another.
  • Unit: for a direct receipt, the product is displayed in this field; for an order receipt, the order is displayed in this field.
  • Qty (Quantity): for a direct receipt line, enter the quantity. When the line originates from an order, the quantity is loaded by default but remains available for modification.
  • Ctr. (Container): this field displays the value of the default container entered for the Product-site.
  • LPN (License plate number): this field is not mandatory. If you enter the license plate number, controls apply to determine if it is set to single-lot and/or single-product. If you do not enter it, the license plate number is determined 'on the fly' upon creation, based on the sequence number assigned to the default container. How the license plate number is determined depends on the receipt rules setup.
  • Sta (Status): this field is loaded and controlled based on the defined management rule.
  • Loc (Location): this field is loaded based on the defined management rule and controlled based on the standard rules (entry, etc.). It is available for entry as long as the license plate number is not linked to any stock.
  • SupL (Supplier lot): enter the lot. Depending on the management rule, it can be used as a default value for the lot.
  • Lot: According to the product stock management rule, this information can be assigned or not. If it is not assigned, a sequence counter is used to determine the number.
  • S/Lo (Sub-lot): for products managed by lot and sub-lot, a sub-lot is automatically displayed.
  • Seria (Serial number): enter the product serial number or the first serial number when the quantity is other than 1. If you do not enter a serial number, a sequence number counter is used to define it.
  • Expiration date

Tab Receipt lines

  • Clos (Closing): this field is available when the receipt line originates from an order and the remainder management rule allows it. Refer to the POHCLE - Order line closing Purchase parameter (ACH chapter, REM group).
  • Major/V - Minor/V (Major version/Minor version): these fields are only loaded when the following conditions are met:
    • On the Product record, the Version preloading check box is enabled.
    • On the Receipts entry transaction, the setup must be as follows:
      • Supplier lot and Lot fields set to Entered.
      • Major version and Minor version fields set to Displayed.
      • All check boxes of the Lot block (Expiration, Potency, User field, etc.) must be cleared.
The rules for loading these fields are as follows:
    • When entering an existing lot, the version numbers are always assigned the numbers defined for this lot.
    • When entering a new lot, the version numbers are loaded with the numbers of the current index numbers.
    • If you want to change the value of these fields, you must use the Receipts function in the Sage X3 application.

Specific Buttons

Create

Click this action to:

  • Create the document;
  • automatically launch the printing of labels and/or of the note.
    The setup of the Reports paragraph in the Prerequisites must be defined.
  • Generate a log file where the document number is specified (only if the STOTRACE - Stock update trace level parameter is not set to 'No log' - STO chapter, MIS group).
When you click OK, you go to the next document line but the document is not created.

Cancel

Click this action to cancel the entry in progress.

Local menus

In addition to the generic error messages, the following messages can appear during the entry :

Location problem
This message is displayed once the entry is complete when the location has not been entered but the product is managed by location on the site.
Lot number problem
This message is displayed once the entry is complete when the lot has not been entered but there is no lot sequence number for this product.
Serial number problem
This message is displayed once the entry is complete when the serial number has not been entered and there is no serial number counter for this product.

Tables used

SEEREFERTTO Refer to documentation Implementation