Depending on the type (i.e. ReceiptShipment, ReceiptShipment/Invoice, Invoice) selected on the Receive/Match Invoice form a list of available items will be displayed. If a vendor is specified on the Receive/Match Invoice form then only items for that vendor are displayed. On this form is a checkbox to select if this item is to be included along fields to specify quantities received and/or invoiced along with unit prices if enabled via security. Once all items are selected click load at the bottom of this form and the marked items will be returned to the Receive/Match Invoice form where they can be further edited. The options available may be restricted for users that have been assigned a 'Receiving Load Tolerance Filter' in Security.
Load
Upon clicking this button the lines marked as selected will be returned to the Receive/Match Invoice session.
Clicking this button restrict the visible display depending on what is entered in the Vendor and PO Number fields.
If the Receive/Match Invoice form has a vendor specified then this value displayed here and is read only. If not specified then the user can choose any vendor in the system and click the filter button to restrict what is visible and available to Receive/Match against.
Entering a value in this field and clicking filter will further restrict what is visible on this form.
Selecting or entering a value in this field and clicking filter will restrict what is visible based on the Source Company for the Purchase Order.
Selecting or entering a value in this field and clicking filter will restrict what is visible based on the Target Company at the line level.
Selecting or entering a value in this field and clicking filter will restrict what is visible based on the Organization for the Purchase Order.
Optionally update this value to restrict the number of records available for selection.
Select from the list of available options to refresh the sort order for the results. By default, the items displayed will be sorted by PO Number and Item.
The following fields are read only and cannot be modified:
Identifies the Purchase Order that the line displayed belongs to.
Identifies the Vendor that the line displayed belongs to.
Identifies the Item that the line displayed belongs to.
Purchase Order item description.
Identifies the Vendor Item that the line displayed belongs to.
Organization specified on the PO.
Payment Term specified on the PO.
Purchase order Remit To.
Displays the exchange rate for the line.
Quantity that was originally ordered for this item.
How many of the item have been previously received.
The Quantity of the item previously cancelled for the Purchase Order line.
The Quantity of the item previously rejected for the Purchase Order line.
How many of the item have been previously invoiced/matched.
How many of the item have been previously rejected.
Identifies the Currency that the line amount is displayed in.
Only items with this box checked will be returned to the Receive/Match Invoice form. A check box is available as a column heading to select all displayed lines for the Receive/Match Invoice session.
Amount received for this item.
Amount to invoice for this item.
Unit price for the item.