The ‘PO Receiving Form’ is provided to enable you to enter data into your worksheet at the same time as providing validation and a convenient list of values where appropriate.
It is important to note that the ‘Process Option’ on the PO Receiving Wizard ribbon will determine the validation and pick list provided on the PO Receiving Form.
The Process Options provided should be used as follows:
•Create Use this option if creating an Advanced Shipping Notification (ASN), Deliver, Receipt or Direct Delivery.
•Correct Use this option to correct an existing transaction. Note - Only the Quantity and Comment can be corrected.
•Return Use this option if you are returning items to the supplier or returning items to ‘Receiving’.
•Inspect Use this option for inspection required items.
Position your cursor on the row you wish to contain the data. Either double-click in one of the cells to contain the values, or click on the ‘PO Receiving Form’ icon on the PO Receiving Wizard ribbon shown below.
The following form will display:
Complete the Receipt Header details as appropriate, then select the ‘Receipt Lines’ tab.
This will either display the line transactions already in your worksheet or there will be no lines displayed.
If no lines are displayed select the ‘New’ button on the lower right-hand corner of the form. This will create a new line on the form where you can enter the appropriate details.
