More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any return material number to go directly to its detail.
- Click New to create a new return material authorization.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
The Receipts tab allows you to create a receipt for incoming items to a warehouse to acknowledge that those items have been received. You can create a receipt for items received as part of:
- a purchase order
- an inbound transfer of items to the warehouse from another warehouse
- an expected return of items from a customer
- an expected exchange of items from a customer
Internal Purchase Order Line Receipts
Not all internal purchase order lines can be received. This is because some line record types are used to record costs, charges or services that are not delivered. For instance, the logistics record type is used for purchase order lines where there is a cost associated with a specific item or items, but the cost in isolation is not a deliverable and can't be received.
The following table shows which of the purchase order line record types require a receipt:
| Purchase Order Line Record Type | Description |
Receipt Required |
|---|---|---|
| Blanket Order | This is a line that is based on an existing agreement with the supplier. | Yes |
| Capital Equipment | This type of line item is used to purchase capital equipment. The incoming equipment goes through a receiving process, but it does not become part of inventory. | Yes |
| Contractor |
This purchase order line item type is used to contract for something that is not received. |
No |
| Description | This type of purchase order line is used to buy something based on a description. | No |
| Item | A purchase order line to purchase known parts (i.e., an active part in the Item Master) | Yes |
| Logistics | Purchase logistics - cost here is associated with a specific item or items. Items must be allocated to the line. | No |
| Misc. Charge | If there are miscellaneous charges applicable (e.g., special handling charge for refrigeration, fuel excess fees), they should be created as a separate line item on the Purchase Order. | No |
| On-Site Service | Cost of service performed by a service provider on-site. Not to be used when an item is sent out for service or when service is done by internal personnel. | No |
| Service | Record type for a service type purchase order; one or more parts are sent out and there is an expected receipt | Yes |