Purchase Order - PO Receipt Query

Pgm: CIPORCTQ –Receipt Query; standard Treeview path: Purchase Order > Queries > Receipt Query

The PO Receipt Query screen allows users to use the inventory criteria to view the associated purchase information and AP invoice entered against the purchase order receipt.

Selection Criteria

Warehouse

Select a specific warehouse in which the PO was received or leave empty to display all.

Item Class

Enter a specific item class or leave empty to display all.

Item Code

Enter a specific item code or leave empty to display all.

From (Date)

Specifies which receipt date to start from.

To (Date)

Specifies which receipt date to end with.

Show Closed Receipt – Checkbox

This checkbox is used to include closed receipts in the query. If checkbox is checked, then all receipts are displayed in the Receiving Ticket Information section. If the checkbox is not checked, all receipts with partial or no invoices assigned are displayed.  Its default value is unchecked. 

Receiving Ticket Information

This section displays a list of all receipts posted within the selected location for the selected date range. If the ‘Show Closed Receipt’ checkbox is not checked, all receipts with partial or no invoices assigned will be displayed. If the ‘Show Closed Receipt’ checkbox is checked, then all receipts will be displayed.

[PO History] – Button

Pgm: POMQRY – Purchase Order History

The [PO History] button is used to examine the individual status of selected purchase orders by vendor.  The information provided consists of general purchase order information such as Vendor code and name, Original/Change, Purchase Order Status, Order Date, Purchase Order Number and Amount.  As well, specific item details on a purchase order basis is available.

Purchase Order – Section

Purchase Order history will display all purchase orders whether unapproved, approved, received, closed and so forth.  To view an individual purchase order, execute a search and enter search criteria.

[PO Receipts] – Button

When the status of the purchase order is Received or Closed, the receipt information can be viewed by placing the cursor on the line of the purchase order and clicking the [PO Receipts] button.  PO receipts will display ship list numbers, quantities received, rejected or claimed, allocations, prices, etc.

Line Item – Section

To view the order information, place the cursor on the purchase order line and view the order and received information in the Line Item.

[Item Receipts] – Button

When an item has been received, receipt details can be viewed by placing the cursor on the line item and clicking the [Item Receipts] button.  Item receipts will display received date, ship list numbers, etc.

[Free Form] – Button

The [Free Form] button opens a pop-up window which provides a detailed description of a Free-Form item (up to 3000 characters). It only displays free-form items, not non-stock and inventory items.

NOTE: The Line column number (10) is not an actual PO detail line number, this is just an indicator that this item is a free-form item.

[PO Approval] – Button

Pop-up window launched from the [PO Approval] button on the Receipt Query screen

The [PO Approval] button is used to examine the progress of the approval status and supplementary information associated with purchase orders.

This screen is comprised of two sections: Purchase Order Detail and Approvers.  The Purchase Order Detail section displays the company to be associated with the purchase order as well as the buyer, expected date of receipt, amount and status of approval.  The Approvers section displays the level of approval, description, approval limit, name, approval date and status.

Invoice Information

This section will show each AP Invoice associated with the receipt currently selected in the Receiving Ticket Information section.