Search Tips
Warehouse Receipt Header Import (Shipment Receipt)
Pgm: POSHPREC– Shipment Receiving; standard Treeview path: Purchase Order > Receipt > Enter Warehouse Receipt – [Import] button
Warehouse Receipt Header Import Template
|
Column Name |
Description |
Required |
Type |
Length |
|---|---|---|---|---|
|
Warehouse |
Warehouse code must be a valid code maintained in PO module |
Yes |
Char |
7 |
|
Shipment Number |
Shipment number |
Yes |
Char |
10 |
|
Ship list Number |
Ship list number |
Yes |
Char |
10 |
|
Date |
Receipt date (DD/MM/YYYY) |
Yes |
Date |
10 |
|
Vendor |
Vendor code as found on the purchase order and must be a valid vendor code |
Yes |
Char |
8 |
|
Receiver |
Receiver code must be valid and defined in CMiC Purchase Order module |
Yes |
Char |
30 |
|
PO Number |
Purchase order number |
Yes |
Char |
11 |
|
PO Rel |
PO release number |
Yes |
Number |
11 |
Warehouse Receipt Header Import
Use the [Import] button on Block Toolbar of the Header section of the Enter Warehouse Receipt screen to upload the Warehouse Receipt Header .csv file.
Example of Warehouse Shipment Receipt Header .csv file in Notepad
Click on the [Upload New] button on the Data Import pop-up window. The Upload New File pop-up window will open, allowing users to navigate to the directory that contains the .csv file they would like to upload. Choose the file and click on the [Upload] button. The .csv file must contain the header record as well (for the system to correctly parse the data).
The alternative is to directly copy the records (exclude the header) from MS Excel and paste into the Paste From Excel field in the Data Import pop-up window.
In both cases, Notepad text file or Excel spreadsheet, data would be uploaded to the Data Import pop-up window and would require validation.
Data Import pop-up displaying validated Warehouse Shipment Receipt Header record
Once validated, the data would need to be imported.
Data Import pop-up displaying validated and imported Warehouse Shipment Receipt Header record
Once the file is validated and imported, the Warehouse Receipt Header can be displayed in the Warehouse Entry Receipt screen.
Warehouse Receipt Header (created from imported data) displayed in the Warehouse Entry Receipt screen
Warehouse Receipt Details Import (Shipment Details Receipt)
Pgm: POSHPREC– Shipment Receiving; standard Treeview path: Purchase Order > Receipt > Enter Warehouse Receipt – [Import] button
All the PO Details Imports require the file to be created correctly in order to get the desired receipt details. Each and every PO detail line has a line number. The Purchase Order printout will contain this PO line number which may be used for reference.
When receiving an item, the PO line number must be correctly identified and used. If NOT, the system will receive an item that may NOT be intended to be received by the users.
Warehouse Receipt Details Import Template
|
Column Name |
Description |
Required |
Type |
Length |
|---|---|---|---|---|
|
POSHPD_LINE_NUM |
Warehouse code must be a valid code maintained in PO module |
Yes |
Number |
|
|
PO Number |
Purchase order number matching the receipt header |
Yes |
Char |
11 |
|
Rel |
PO release number matching the receipt header |
Yes |
Number |
11 |
|
PO Line |
Purchase order line number |
Yes |
Number |
|
|
Location |
Warehouse code must be a valid code maintained in PO module |
Yes |
Char |
7 |
|
Rec WM |
Weight Measure code must be a valid CMiC Weight Measure code defined in global tables |
Yes |
Char |
2 |
|
Received Quantity |
Received quantity |
Yes |
Char |
12,3 |
|
Rejected Quantity |
Rejected quantity, if any |
No |
Number |
12,3 |
|
Claimed Quantity |
Claimed quantity, if any |
No |
Char |
12,3 |
Warehouse Receipt Details Import
Use the [Import] button on Block Toolbar of the Details section of the Enter Warehouse Receipt screen to upload the Warehouse Receipt Details .csv file.
Example of Warehouse Shipment Receipt Details .csv template and updated file in Notepad
Click on the [Upload New] button on the Data Import pop-up window. The Upload New File pop-up window will open, allowing users to navigate to the directory that contains the .csv file they would like to upload. Choose the file and click on the [Upload] button. The .csv file must contain the header record as well (for the system to correctly parse the data).
The alternative is to directly copy the records (exclude the header) from MS Excel and paste into the Paste From Excel field in the Data Import pop-up window.
In both cases, Notepad text file or Excel spreadsheet, data would be uploaded to the Data Import pop-up window and would require validation.
Data Import pop-up displaying Warehouse Shipment Receipt Details records ready to be validated
Once validated, the data would need to be imported.
Data Import pop-up displaying validated Warehouse Shipment Receipt Details records ready to be imported
Data Import pop-up displaying validated and imported Warehouse Shipment Receipt Details records
Once the file is validated and imported, the Warehouse Receipt Details can be displayed in the Warehouse Entry Receipt screen.
Warehouse Receipt Details (created from imported data) displayed in the Warehouse Entry Receipt screen
The following is an example of the Receipt Edit Listing report displaying the PO items received.
Example of Receipt Edit Listing Report
Cost Receipt Header Import
Pgm: POINVREC– Shipment Cost Receiving; standard Treeview path: Purchase Order > Receipt > Cost Receipt – [Import] button
Cost Receipt Header Import Template
|
Column Name |
Description |
Required |
Type |
Length |
|---|---|---|---|---|
|
Warehouse |
Warehouse code must be a valid code maintained in PO module |
Yes |
Char |
7 |
|
Shipment Number |
Shipment number |
Yes |
Char |
10 |
|
Ship list Number |
Ship list number |
Yes |
Char |
10 |
|
Date |
Receipt date (DD/MM/YYYY) |
Yes |
Date |
10 |
|
Vendor |
Vendor code as found on the purchase order and must be a valid vendor code |
Yes |
Char |
8 |
|
Receiver |
Receiver code must be valid and defined in CMiC Purchase Order module |
Yes |
Char |
30 |
|
PO Number |
Purchase order number |
Yes |
Char |
11 |
|
PO Rel |
PO release number |
Yes |
Number |
11 |
Cost Receipt Header Import
Use the [Import] button on Block Toolbar of the Header section of the Enter Cost Receipt screen to upload the Cost Receipt Header .csv file.
Follow the same steps as those described in Warehouse Receipt Header Import to upload, validate and import records. The following screenshots will visually guide users through the process.
Example of Cost Receipt Header .csv template in Notepad
Data Import pop-up displaying validated Cost Receipt Header record ready to be imported
Data Import pop-up displaying validated and imported Cost Receipt Header record
Cost Receipt Header (created from imported data) displayed in the Enter Cost Receipt (Shipment Cost Receiving) screen
Cost Receipt Details Import
Pgm: POINVREC– Shipment Cost Receiving; standard Treeview path: Purchase Order > Receipt > Cost Receipt – Import button
Cost Receipt Details Import Template
|
Column Name |
Description |
Required |
Type |
Length |
|---|---|---|---|---|
|
POSHPD_LINE_NUM |
Warehouse code must be a valid code maintained in PO module |
Yes |
Number |
|
|
PO Number |
Purchase order number matching the receipt header |
Yes |
Char |
11 |
|
Rel |
PO release number matching the receipt header |
Yes |
Number |
11 |
|
PO Line |
Purchase order line number |
Yes |
Number |
|
|
Location |
Warehouse code must be a valid code maintained in PO module |
Yes |
Char |
7 |
|
Rec WM |
Weight Measure code must be a valid CMiC Weight Measure code defined in global tables |
Yes |
Char |
2 |
|
Received Quantity |
Received quantity |
Yes |
Char |
12,3 |
|
Rejected Quantity |
Rejected quantity, if any |
No |
Number |
12,3 |
|
Claimed Quantity |
Claimed quantity, if any |
No |
Char |
12,3 |
|
InvWM |
Invoice WM of the line item |
No |
Char |
2 |
|
Price |
Item price override, if required |
No |
Number |
13,4 |
Cost Receipt Details Import
Use the [Import] button on Block Toolbar of the Details section of the Enter Cost Receipt screen to upload the Cost Receipt Details .csv file.
Follow the same steps as those described in Warehouse Receipt Details Import to upload, validate and import records. The following screenshots will visually guide users through the process.
Sample of Cost Receipt Details .csv file in Notepad containing records ready to be uploaded
Data Import pop-up displaying validated Cost Receipt Details records ready to be imported
Data Import pop-up displaying validated and imported Cost Receipt Details records
Cost Receipt Details (created from imported data) displayed in the Enter Cost Receipt (Shipment Cost Receiving) screen
Job Receipt Header Import
Pgm: POJOBREC– Job Shipment Receiving; standard Treeview path: Purchase Order > Receipt > Enter Job Receipt – [Import] button
Job Receipt Header Import Template
|
Column Name |
Description |
Required |
Type |
Length |
|---|---|---|---|---|
|
Warehouse |
Warehouse code must be a valid code maintained in PO module |
Yes |
Char |
7 |
|
Receiver |
Receiver code must be valid and defined in CMiC Purchase Order module |
Yes |
Char |
30 |
|
Vendor |
Vendor code as found on the purchase order and must be a valid vendor code |
Yes |
Char |
8 |
|
PO Number |
Purchase order number |
Yes |
Char |
11 |
|
PO Rel |
PO release number |
Yes |
Number |
11 |
Job Receipt Header Import – Example
Use the [Import] button on Block Toolbar of the Header section of the Enter Job Receipt screen to upload the Job Receipt Header .csv file.
Follow the same steps as those described in Warehouse Receipt Header Import to upload, validate and import records. The following screenshots will visually guide users through the process.
Example of .csv Job Receipt Header template and updated file in Notepad
Data Import pop-up displaying validated Job Receipt Header record ready to be imported
Data Import pop-up displaying validated and imported Job Receipt Header record
Job Receipt Header (created from imported data) displayed in the Enter Job Receipt (Job Shipment Receiving) screen
Job Receipt Details Import
Pgm: POJOBREC– Job Shipment Receiving; standard Treeview path: Purchase Order > Receipt > Enter Job Receipt – [Import] button
Job Receipt Details Import Template
|
Column Name |
Description |
Required |
Type |
Length |
|---|---|---|---|---|
|
POSHPD_LINE_NUM |
Warehouse code must be a valid code maintained in PO module |
Yes |
Number |
|
|
PO Number |
Purchase order number matching the receipt header |
Yes |
Char |
11 |
|
Rel |
PO release number matching the receipt header |
Yes |
Number |
11 |
|
PO Line |
Purchase order line number |
Yes |
Number |
|
|
Shipment Number |
Shipment number |
Yes |
Char |
10 |
|
Ship list Number |
Ship list number |
Yes |
Char |
10 |
|
Date Received |
Date of receipt (DD/MM/YYYY) |
Yes |
Date |
10 |
|
Rec WM |
Weight Measure code must be a valid CMiC Weight Measure code defined in global tables |
Yes |
Char |
2 |
|
Received Quantity |
Received quantity |
Yes |
Char |
12,3 |
|
Rejected Quantity |
Rejected quantity, if any |
No |
Number |
12,3 |
|
Claimed Quantity |
Claimed quantity, if any |
No |
Char |
12,3 |
Job Receipt Details Import
Use the [Import] button on Block Toolbar of the Details section of the Enter Job Receipt screen to upload the Job Receipt Detail .csv file.
Follow the same steps as those described in Warehouse Receipt Detail Import to upload, validate and import records. The following screenshots will visually guide users through the process.
Example of Job Receipt Detail template and updated file in Notepad
Data Import pop-up displaying Job Receipt Details records ready to be validated
Data Import pop-up displaying validated Job Receipt Details records ready to be imported
Data Import pop-up displaying validated and imported Job Receipt Details records
Job Receipt Details (created from imported data) displayed in the Enter Job Receipt (Job Shipment Receiving) screen