Auto-Receive Load Options

The Load Options page automatically appears on the initial load of items into a "New Auto-Receive Session".  These options give the user the ability to restrict, based on selected criteria, which records are loaded.  

Items available for a user to load may be further restricted by establishing Filter Templates.  If no restriction parameters exist and no load options are input, all records available to the user will be loaded into the New Receive Session.

Available restriction parameters are listed below.  Otherwise, simply select LOAD to move all available items into the new session.

Document Toolbar

Load

Entry Fields

Requester

Allows the user to enter or select from the zoom based on a requester whose requisition line items will be loaded into the current session.

Requisition

Allows the user to enter or select from the zoom based on a specific requisition number to load into the current session.

PO Number

Allows the user to enter or select from the zoom based on a specific Purchase Order Number to load into the current session.

Vendor

Allows the user to enter or select from the zoom based on a specific Vendor to load into the current session.

LocationSite ID

Allows the user to enter or select from the zoom based on a specific LocationSite ID to load into the current session.

Item

Allows the user to enter or select from the zoom based on a specific Item to load into the current session.

Project

When the WorkPlace Project Solution is licensed, users will be able to enter or select from the zoom based on a specific Project to load into the current session.

Phase

When the WorkPlace Project Solution is licensed, users will be able to enter or select from the zoom based on a specific Project Phase to load into the current session.

Activity

When the WorkPlace Project Solution is licensed, users will be able to enter or select from the zoom based on a specific Project Activity to load into the current session.

Vendor Item

Allows the user to enter or select from the zoom based on a specific Vendor Item to load into the current session.

Currency

Allows the user to enter or select from the zoom based on a specific Currency, when multi-currency is being used, to load into the current session.

Organization

Allows the user to enter or select from the zoom based on a specific Organization to load into the session.

Sort Order

Select from the drop down list to sort records loaded into the Receiving Session.

Max Rows

This is the maximum number of rows that will be loaded.