Navigating the form

Overview

Consists of five main sections:

• Display options for the information in the form. The options are defined and saved under a user-defined file name on the Setuptab.

• Filter options for the information displayed in the form.

  The filter is applied to the Linessection and the Receiptssection. The options would typically be useful to filter on expected arrivals on the current day for one or more warehouses. For the text fields such as Warehouses, more than one name can be entered separated with a comma.

  For example, when filtering on lines for Warehouses= "MW," the Linessection can also display lines for other warehouses but they will be identified as the Out of range.

• Overview of expected receipts, grouped by date, warehouse, and order number.

• For the selected receipt, a detailed list of expected receipt lines.

• Totals information for the lines selected in the Select for arrivaloption and for all lines in progress.

Setup

Setup option for the information to be displayed on the Overviewtab.

Update

Refresh data displayed in the form after a change of one or more of the range options.

This is useful if the Update on range changeoption on the Setuptab is not selected.

Start arrival

Register that the selected receipts have arrived and create an item arrival journal as defined on the Setuptab.

The button is enabled when one or more receipts have Select for arrivalselected and these receipts have one or more lines that have not yet been registered.

Select all

Select the Select for arrivalfor all receipts. This option is used if all receipts should be registered as having arrived.

Clear all

Clear the Select for arrivalfor all receipts.

Show all selected

Filter the list of receipts so that only those that have the Select for arrivaloption selected are displayed.

Journals

Show arrivals from receipts- Open the arrival journal and show all the receipts.

Show arrivals from lines- Open the arrival journal and show the selected line.

Packing slip ready journals- Open the journal with receipts that are ready to be updated with packing slip information.

Note
If a specific warehouse is selected in the Rangesection, the filter is also used when opening Packing slip ready journals.

Show lines

Select which lines to show for the receipts:

All- Show all lines, regardless of status.

In progress- Show lines for receipts where the progress is Completeor Partly. This means that for each line, either the full or part of the quantity has been registered in an arrival journal.

Not complete- Show lines for receipts where the progress is Noneor Partly. This means that for each line, nothing or only part of the quantity has been registered in an arrival journal.

Setup name

Name of the setup options as defined on the Setuptab.

Select for arrival

Select this option to indicate which receipts or receipt lines to start the arrival process for by clicking the Start arrivalbutton.

Status date

The expected or if available, the confirmed delivery date for the purchase order.

Reference

The type of transaction that is the basis of the receipt or receipt line. For example, a purchase order or a production order.

Quantity

The quantity that still has to be registered in an arrival journal.

Receipt in progress

Indicates how far in the process the receipt is:

None- None of the lines in the receipt are registered in an arrival journal.

Partly- At least one of the lines in the receipt is registered in an arrival journal.

Complete- All the lines in the receipt are registered in an arrival journal.

Account number

The account number for the reference transaction, such as the vendor account number.

Name

The name of the journal to register arrivals.

The names are defined from Inventory management> Setup> Journals> Journal names, warehouse managementFor more information, see Journal names, warehouse management (form).

Warehouse

The receipt warehouse used in the arrival journal. If no warehouse is specified, the receipt warehouse on the line is used.

Vendor reference

For purchase orders only. The vendor reference comes from the purchase order. It is frequently unique per order and is useful for filtering purposes.

Quantity

The quantity that has not yet been registered in an arrival journal.

Quantity in progress

The quantity that has been registered in an arrival journal.

Quarantine control

On the receipt. Indicates whether one or more lines in the shipment are subject to quarantine control.

On the individual lines: A small icon indicates whether the line is subject to quarantine control.

Out of range

The icon indicates that this line falls outside the range that is specified for lines under Range.

Lines that are out of range display in the list because they belong to the receipt. However, they are not included when Select allis used.

In progress

The icon indicates that the line has been registered in an arrival journal.

Update on startup

Update date in the form when it is opened.

Update on range change

Update data when one of the values under Rangeis changed and focus changes from the updated field.

An alternative to selecting this option is to update manually by clicking the Updatebutton.

Computer name

The name of the computer. This information is used to copy and save setting under Maintenance.

Setup name

The name of the options that are used to filter the data displayed on the Overviewtab and the update logic defined.

Modify...

Save the options that are used to filter the data displayed on the Overviewtab.

Save as- Save the current settings under a new name.

Save- Save the current options under the name in the Setup namefield.

Delete- Delete the options under the name in the Setup namefield.

Copy setup from other user's settings- Copy the settings from another user. This could be useful if one computer in the inbound dock has been set up with the appropriate options.