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CounterPoint SQL V8.3.5 Release Notes

70

Enter a Receiver No for the new receiver that will be created by the import process, or click Auto-assign to use the Next receiver # value for your workgroup.

NOTE:

The Auto-assign button is available only if a Next receiver # value is assigned to your workgroup on the Numbers tab of the Workgroups window (Setup / System / Workgroups).

Enter the date you received the items in the Received date field, and then specify the user ID of the user who received the transferred items in the Received by field.

Select one of the following Quantities are in options to define how the unit for each item in the import file is determined:

y

Order unit – Select this option to import each item in the unit specified for the item on the original purchase order.

y y

Vendor unit – Select this option to import each item in its vendor unit. Stocking unit – Select this option to import each item in its stocking unit.

NOTE:

If a row in the import file references a unit-specific barcode, the item is imported in the corresponding unit, overriding the Quantities are in setting.

If you chose the Receive a PO option, you must also select one of the following options from the Items not on PO field to define how items in the import file that are not on the purchase order you are receiving will be handled:

y

Add lines – Select this option to create a new receiving line for each item in the import file that is not on the original PO.

y

Skip lines – Select this option to ignore items that are not on the original PO.

The Advanced tab allows you to define the remaining import parameters.

Specify the fields in the import file that contain the Item number and Quantity, values for each receiving transaction.

Select the Assume qty 1 check box to always use a quantity of 1 for each imported line.

If you are importing receiving transactions for serialized items, specify the field in the import file that contains Serial number values.

NOTE:

Each row in the import file that references a serialized item should include a Quantity of 1 and a single Serial number value. If the import file includes a serialized item row with a Quantity greater than 1, you must add the additional Serial number values to the resulting receiver before posting.

Specify the field in the import file that contains the Cost value for each receiving transaction, or select the From PO check box to use the cost specified in the original purchase order for each item.

If the import file includes items for multiple purchase orders, specify the field in the import file that contains the PO number for the items you are receiving, or select the Import all lines check box to import all lines in the import file. This field allows you to import only those lines that match the PO number you specified on the Main tab.

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