Receiving Count Create

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

Purpose

Create, edit, or delete receipt count demands.

Overview

Use Receiving Count Create to define and maintain receipt count demands for purchase orders, containers, and returns.

Creating a Receipt Count Demand

To create a receipt count demand:

Click the New button in the ribbon.
Enter a location prefix for the receipt count demand in the Location field, or click the Lookup buttons to select a location.
Enter a receiving dock for the receipt count demand in the Dock field, or click the Lookup button to select a receiving dock.
Select PO, Container, or Return for the Count Type based on what you are receiving.
Enter the purchase order, container, or return order number for the receipt count demand in the Reference Number field, or click the Lookup button to select a purchase order, container, or return order number. Enter the reference number that corresponds to the receipt count demand type you selected in step 4.
Click the OK button in the ribbon. The receipt count demand is created. The Question dialog box appears, and asks if you want to print the count sheet for the receipt count demand.
Click the Yes button if you want to print the count sheet for the receipt count demand, or No if you do not want to print it. If you print the count sheet, and have set up the receiving zone for wireless receiving in Zone Task Options, a Wireless Warehouse task is created.

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

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Receiving Count Create window.
New	Click this button to create a new receipt count demand.
Update	Click this button to update the dock for the selected receipt count demand. Note You can only update the dock before counting begins or a task is started. You cannot update the dock after the receipt count demand is printed.
Delete	Click this button to delete the selected receipt count demand if it has not been counted, and close all related Wireless Warehouse tasks. You cannot delete a receipt count demand if a Wireless Warehouse task is in process.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Print	Click this button to print the count sheet for the selected receipt count demand. No paper or wireless task is created until the receipt count demand is printed. The format of count sheets is based on the options for the selected dock.
Create Additional Count Sheet	Click this button to print another copy of the count sheet. If you are using Wireless Warehouse, you create another task when you print another count sheet. You can use this button to create multiple Wireless Warehouse tasks when a receipt count is being performed by more than one person. The format of count sheets is based on the options for the selected dock.

Main Tab 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. If you are creating a new receipt count demand, the ID is incrementally assigned.
Location	Enter a location prefix or name for the receipt count demand, or click the Lookup buttons to select a location prefix or name. This defaults to the default ship-to location entered for your user ID in User Extended Options.
Dock	Enter the dock for the receipt count demand, or click the Lookup button to select a dock. The dock's directed putaway bin should be where the receiving will take place. The selected dock also determines the format of the count sheets. For information on setting up docks, see Dock Maintenance.
Count Type	Select the type of receipt count demand to create. You can create receipt count demands for purchase orders, contains, and return orders.
Reference Number	Enter the purchase order, container, or return order number for the receipt count demand, or click the Lookup button to select a purchase order, container, or return order number. Enter the reference number that corresponds to the selected receipt count demand type.
Revision	This field displays the revision number for the receipt count demand. If the receipt count demand has not been recounted, this number is 1.
Printed	This check box is selected if the receipt count demand was output.
Partially Counted	This check box is selected if at least one product has been entered or scanned for the count.
Count Complete	This check box is selected if the receipt count demand has been completed. If you are allowed to complete receipt count demands, you can complete them in Receiving Count Complete.

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.
Subject	Enter a subject for the receipt count demand email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the receipt count demand title.
Report File Prefix	Enter a prefix for the receipt count demand file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed receipt count demand. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button, and only enabled if you select the Run Now 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.