Receiving Entry

Menu Path: Warehouse Management $Images\bluerarw.gif$ Receipt Processing $Images\bluerarw.gif$ Receiving Entry

Purpose

Select orders, containers, or releases to receive.

Overview

Use Receiving Entry to select purchase orders, transfer orders, shipment containers, or blanket purchase order releases to receive, and start the receiving process. For details of how to process receipts, see Processing Receipts. For information on processing pending receipts, see Processing Pending Receipts.

Note For set up information required to use directed putaway during the receiving process, see Directed Putaway Setups FAQ.

For more information, see Receiving Labels Print.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Receiving Entry window.
Show Data	Click this button to refresh data in the Receipts grid based on the selected criteria.
Print	Click this button to display, output, email, or print a receiving entry report for selected purchase orders.
Receipt	If you are not using the pending receipts process, click this button to display Purchase Order Receipt, which allows you to continue the receiving process. If you are using the pending receipts process, click this button to display Select an Empty Pending Receipt Bin, which allows you to select the pending receipt bin into which you want to receive products.
View PO	Click this button to display Purchase Order Maintenance, which allows you to view and update information for the selected purchase order. Note If you are not authorized to use Purchase Order Maintenance, the Purchase Order Inquiry window appears instead, and allows you to view information for the purchase order. This button is only available if you select the Purchases or Transfers radio button.
View Container	Click this button to display Container Management, which allows you to view details for the selected container. This button is only available if you select the Containers or Releases radio button.
View Shipment	Click this button to display Shipment Management, which allows you to view details for the selected shipment. This button is only available if you select the Containers or Releases radio button.
View Receipt	Click this button to display Pending Receipt Review, which allows you to review and finalize pending receipts. This button is only available if you select the Pending Receipts radio button.

Inquiry Tab Fields and Buttons

Field or Button	Description
Ship To Location	Enter the location prefix or name of the location at which you are receiving products, or click the Lookup buttons to select the location prefix or name.
Dock	Enter the dock at which you are receiving products, or click the Lookup button to select the dock. This defaults to the default dock for your user ID entered in User Extended Options, or if no default dock is specified for your user ID, the default dock for the location entered in Location Maintenance.
All Suppliers	Select this check box to display data for all suppliers. This check box is selected by default. This check box is only available if you select the Purchases radio button.
Supplier	Enter a supplier code or name for which to display data, or click the Lookup buttons to select a supplier code or name. This field is only enabled if you clear the All Suppliers check box.
All Locations	Select this check box to display data for all ship-from locations. This check box is selected by default. This check box is only available if you select the Transfers radio button.
Location	Enter a location prefix or name to display transfer orders shipped from that location, or click the Lookup buttons to select a location prefix or name. This field is only enabled if you clear the All Locations check box.
All Shippers	Select this check box to display data for all shippers. This check box is selected by default. This check box is only available if you select the Containers or Releases radio button.
Shipper	Enter a shipper ID or name to display data for that shipper, or click the Lookup buttons to select a shipper ID or name. This field is only enabled if you clear the All Shippers check box.
All Buyers	Select this check box to display data for all buyers. This check box is selected by default. This check box is only available if you select the Purchases or Transfers radio button.
Buyer	Enter the user ID of a buyer for which to display data, or click the Lookup button to select a user ID. This field is only enabled if you clear the All Buyers check box.
All Shipments	Select this check box to display data for all shipments. This check box is selected by default. This check box is only available if you select the Containers or Releases radio button.
Shipment Number	Enter a shipment number to display containers and releases for a specific shipment, or click the Lookup button to select a shipment number. This field is only enabled if you clear the All Shipments check box.
All Originators	Select this check box to display data for all originators. This check box is selected by default. This check box is only available if you select the Purchases or Transfers radio button.
Originator	Enter a user ID to display orders that originated from that user ID, or click the Lookup button to select a user ID. This field is only enabled if you clear the All Originators check box.
Purchases / Transfers / Containers / Releases / Pending Receipts	Select whether you are receiving from purchase orders, transfer orders, containers, releases, or pending receipts.
Receipts	This grid displays purchase orders, transfer orders, containers, blanket purchase order releases, or pending receipts based on the selected criteria. You can double-click a row in this grid to start the receipt process for it (or review/finalize the receipt for pending receipts). You can select multiple purchase orders or transfers to receive multiple purchase orders or transfers at the same time. You cannot select multiple containers, releases, or pending receipts.
Position to Purchase Order / Position to Container Number / Position to Receipt Number	Enter an order number, container, or pending receipt number to select that order number, container, or pending receipt in the Receipts grid.

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 report. 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. 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 report 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.
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 report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, 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 report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. 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 report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report 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 report. 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.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. 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 report title, page number, and printed date/time on all pages of the report. 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 report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report 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 report to make it easier to read report 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 report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, 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.