Receiving Count Audit

Menu Path: Warehouse Management $Images\bluerarw.gif$ Receipt Processing $Images\bluerarw.gif$ Receiving Counts $Images\bluerarw.gif$ Receiving Count Audit

Purpose

Audit a receipt count.

Overview

Use Receiving Count Audit to review and receive a receipt count demand for purchase orders, containers, and returns. After you select a receipt count demand ID, you can view exactly what was counted, what was ordered, and what was on an Advanced Shipping Notice (ASN). For more information on entering product counts for receipt count demands, see Receiving Count Entry.

After the receipt count demand is marked as complete, you can also use Receiving Count Audit to adjust the unit of measure, adjust the quantity, use the default receiving unit of measure, receive the product, and request a recount.

For information on using Receiving Count Audit with Wireless Warehouse, see Wireless Warehouse Receiving Process Flow.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Receiving Count Audit window.
Receive	Click this button to mark the product as received. This button is only available if the receipt count demand ID entered in the Receipt Count ID field is already marked as completed. After you click this button, receipt count putaway Wireless Warehouse tasks are automatically created if the Auto Create Putaway check box is selected in Dock Maintenance for the dock. Note If you receive products that were not on the original order, the order is updated. If the Auto Create Putaway check box is selected for the receiving dock in Dock Maintenance, the Auto Print on Create check box is cleared for the receipt count putaway task for the zone of the directed putaway bin in Zone Task Options, and a license plate was entered for the receipt count demand, Receipt Count Putaway Task Printing Screen appears, and allows you to output a receipt count putaway demand for the received products.
Recount	Click this button to recount the product for the receipt count demand. This button is only available if the receipt count demand ID entered in the Receipt Count ID field is already marked as completed. When you initiate a recount, the revision number is increased by one and the receipt count demand is output based on the options selected on the Print Options tab.
Adjust Quantity	Click this button to display Receipt Count - Adjust Quantity, which allows you to change the receiving quantity for the row selected in the Count Records grid. This button is only available if the receipt count demand ID entered in the Receipt Count ID field is already marked as completed.
Distribute Quantity for Product	Click this button to display Distribute Product Receipt Count, which allows you to manually update received quantities from multiple purchase orders associated with a container for a selected product in the Count Records grid.
Adjust UM's	Click this button to display Receipt Count - Adjust UM's, which allows you to change the receiving unit of measure for the row selected in the Count Records grid. This button is only available if the receipt count demand ID entered in the Receipt Count ID field is already marked as completed.
Use Default Receiving UM	Click this button to use the default receiving unit of measure for the row selected in the Count Records grid. This button is only available if the receipt count demand ID entered in the Receipt Count ID field is already marked as completed.
Adjust Lots	Click this button to display Receipt Count - Adjust Lots, which allows you to adjust lot numbers for the receipt count demand.
Adjust Serial	Click this button to display Receipt Count - Adjust Serial, which allows you to adjust serial numbers for the receipt count demand.
Notes	Click this button to display Notes Entry, which allows you to view notes for the purchase order or container for a selected receipt.
Adjust Disposition Codes	Click this button to display Receipt Count - Adjust Disposition Codes, which allows you to change the disposition codes for the receipt count demand. This button is only available if the receipt count demand ID entered in the Receipt Count ID field is already marked as complete and is for a return order.
Add Item	Click this button to display Receipt Count Add Item, which allows you to add a product to a return order. This button is only available if the receipt count demand ID entered in the Receipt Count ID field is already marked as complete and is for a return order.
Compare Revisions	Click this button to display Receipt Count - Compare Revisions, which allows you to compare count revisions of the receipt count demand ID entered in the Receipt Count ID field. This button is only available if multiple revisions exist for the receipt count demand ID entered in the Receipt Count ID field.

Fields and Buttons

Field or Button	Description
Receipt Count ID	Enter a receipt count demand ID, or click the Lookup button to select a receipt count demand ID.
Receive From	Select whether to receive product based on an ASN or the actual count. These radio buttons are only available if the receipt count demand ID entered in the Receipt Count ID field is already marked as completed.
Receipt Complete	Clear this check box if you do not want to mark the receipt count demand as complete. This check box is only available if the receipt count demand ID entered in the Receipt Count ID field is already marked as completed.

Main Tab Fields and Buttons

Field or Button	Description
RA #	Enter the return authorization number if one exists. This field is only available if the receipt count demand is for a return order.
Customer Ref #	Enter the customer reference number if one exists. This field is only available if the receipt count demand is for a return order.
External Receipt #	Enter the external receipt number if one exists. This field is only available if the receipt count demand is for a return order.
Default Disposition Code	Enter the default disposition code, or click the Lookup button to select the default disposition code. This field is only available if the receipt count demand is for a return order.
ASN Records	This grid displays ASN records for the selected receipt count ID. To view more records in this grid, click the Zoom tab, and then click ASN. This grid is not available if the receipt count demand is for a return order.
Count Records	This grid displays counted records for the selected receipt count ID. To view more records in this grid, click the Zoom tab, and then click Count. Double-click a row in the grid to display Receipt Count Detail, which displays more detail for the record.
Trailer Records	This grid displays trailer records of the order for the selected receipt count ID. To view more records in this grid, click the Zoom tab, and then click Trailer Records.
Discrepancy	Select the records you want to compare in the Discrepancy grid. You can compare the following: ASN/Count - Compare the ASN and counted records. ASN/PO - Compare the ASN and trailer records. Count/PO - Compare the counted and trailer records.
Discrepancy	This grid displays the differences between the records for the selected receipt count ID based on the radio button selected to the left of the grid. To view more records in this grid, click the Zoom tab, and then click Discrepancy. Products that were not on the purchase order, return, or container appear in red.

Zoom Tab Fields and Buttons

Field or Button	Description
Zoom	Select the records you want to view. These radio buttons correspond to the grids on the Main tab. If you select the Discrepancy radio button, products that were not on the original return order appear in red.
Discrepancy	Select the records you want to compare in the Zoom grid. These radio buttons only appear if you select the Discrepancy radio button. You can compare the following: ASN/Count - Compare the ASN and counted records. ASN/PO - Compare the ASN and trailer records. Count/PO - Compare the counted and trailer records.
Zoom	This grid displays counted records for the selected receipt count ID. If the Count radio button is selected, you can double-click a row in the grid to display Receipt Count Detail, which displays more detail for the record.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the receipt count demand. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the receipt count demand attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output receipt count demand. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output receipt count demand, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output receipt count demand, or click the Lookup button to navigate to and select a location and file name. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the receipt count demand on all pages of the receipt count demand. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the receipt count demand title, page number, and printed date/time on all pages of the receipt count demand. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the receipt count demand, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the receipt count demand, or click the Lookup button to select a language. If you enter a language in this field, the receipt count demand is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the receipt count demand to make it easier to read the data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the receipt count demand. This Lookup button is only enabled if you select the Horizontal Shading radio button.
Number of Copies	Enter the number of copies of the receipt count demand to print. This field is only enabled if you select the Printer radio button.
Process	Select whether the receipt count demand is generated by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the receipt count demand, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.