Fields & Definitions for Purchase & Receiving Mgmt

 

Supplier Name The supplier or vendor with whom the order was placed.
P O Number The Purchase Order number of the order.
CO Number The Change Order revision status of the order placed.
Supplier PL No The number of the supplier’s Packing List.
Receiver No The Purchase Order Dock Receiving number.
Date Received The date the Purchase Order Receiving was completed.
Buyer The initials of the buyer for the order.
Item The Purchase Order Item Number.
Part Number The number the user has assigned to the part.
Rev The revision number assigned to the part.
Purch UOM The Purchased unit of measure. (May be different than stocking unit of measure).
Package The package type assigned to part in Inventory Control module. 
Balance The un-received quantity.
Received Qty The quantity received in Purchase Order Dock Receiving.  See Article #1240 for more detail on why the system will not allow user to enter in a fraction of a number, and an alternative.  Note: Users must have special access in order to receive overages,  There is a checkbox to allow overages within Security/User Rights for PO Receiving.    Note: The overage is applied to the entire PO order qty - it does not go down to the schedule level.  Example:  If you have an order qty of 100 and an allowed overage of 5% the system will allow you to receive in a total overage of 105.  But if you have only scheduled a qty of 25 and go to recieve in qty of 30 the system will allow you to do so, because it has not met the order overage yet. 
Accept Qty The quantity accepted within Purchase Order Receiving.
Reject Qty The quantity rejected.
Reject Reason The rejection reason Pull down list, (which is created within the System Setup Return/Shortage Reasons), is to allow the users to be able to select the Reject Reason code rather then writing notes and to be more consistent.  
Part Mfgr The manufacturer for the part.
MPN The manufacturer part number.
Description The description pertaining to the part number.

For the Highlighted Line Item:

Due Date  The date the item was due to the user’s dock.
Balance The un-received balance of the order.
Accept Qty The quantity accepted in Purchase Order Receiving.
Reject Qty The quantity rejected which will be placed in the Material Review Board warehouse.
Distribute To This is classification of the distribution of the item when received, either to regular Inventory Receiving or  to Allocate to a specific Work Order or Project.
Requestor On MRO and Services Purchase Orders, the name of the requestor is indicated.
N/A For future use.
WO Number The number of the Work Order for which the item was purchased.
Warehouse The name of the warehouse where the accepted quantity will be placed.
Location The specific location within the warehouse.
Note Schedule notes pertaining to that specific item and scheduled date.
Material Type  The material type listed is at the AVL level
Inspection Required This will be visible ONLY when selected in the Inventory module.  Check box when complete.  If box is NOT checked user will NOT be able to save record.
Certificate Required This will be visible ONLY when selected in the Inventory and/or PO module.  Check box when complete.  If box is NOT checked user will NOT be able to save.  
First Article Required This will be visible ONLY when selected in the Inventory module.  Check box when complete.  If box is NOT checked user will NOT be able to save record.
Enter any special notes pertaining to the 1st article.
Lot Code Lot Code number assigned to part.
Exp. Date Expiration date of Lot Code.
Reference User assigned number or code for reference
Lot Qty Qty of parts lot includes.
Reject Qty Qty of parts rejected out of lot.
Serial Number Serial numbers assigned to parts.
Reject Check box if that serial number is being rejected.
Insp Exception Note This information is displayed as reference information for processing the Receipts through the system.
Insp Excep Doc. This information is displayed as reference information for processing the Receipts through the system.

Directive Buttons:

 

The Item Inspection Note screen will be editable in the Add/Edit mode within the PO Receiving module (not editable when in view mode).  This button will turn Red when information has been entered.  The information added in the PO Receiving module will also be viewable in the Purchase Order module. 

  If this button is displayed in Red related documents have been attached to this item in the ICM module and may be viewed by depressing the "View Inventory Item Related Documentation" button.  For further detail see Article #2396.  
Depress this button to view Item Master Notes for that specific part.  If there are Item Master Notes the button will be Red.  
Depress this button to view PO Item notes entered in the Purchase Order.  If there are PO Item notes the button will be Red.
Depress this button to view PO notes entered in the Purchase Order.  If there are PO notes the button will be Red. 
 

Depressing this button will bring up the following screen. If shortages exist for the current line item the button will be Red.  For further detail see Article #105 .

The system shows all the shortages for the part that is received, if:

  1. the WO is not closed or cancelled 
  2. the WO balance is more than 0
  3. the kit line "Ignore Kit" flag is not on
  4. the Kit status is "Released"

It is up to the user to decide which receipt has to be applied to which shortage.

Work Order Shortage List field definitions:

Work Order Due Date The date the Work Order was due to be completed and ready to ship.
Work Order Number The number of the Work Order.
Customer The name of the customer listed on the Work Order.
Product Number The Product number listed on the Work Order.
Revision The revision listed on the Work Order.
Shortage Quantity The amount of the Work Order shortage.

Qty Issued

The quantity issued to the Work Order shortage. System does not allow you to issue quantities greater than the shortage quantity.  For more detail see Article #2479.

Balance

The balance of the shortage after issuing parts to WO.

Approved 

This will be checked if the AVL that you are receiving is an approved AVL for that shortage.  This will give the users the needed information on screen to make the decision to use or not use a non-approved AVL to fulfill a shortage. 

Incoming Receipts field definitions:

PO REC Due Date The date the Purchase Order Receiving was completed. 
Available Qty The quantity accepted within Purchase Order Receiving. 
Warehouse The name of the warehouse where the accepted quantity will be placed.
Location The specific location within the warehouse. 
Part Mfgr The manufacturer for the part.
MPN The manufacturer part number.
Allocated To If the parts have been allocated to a WO or project when PO was created.
Requestor On MRO and Services Purchase Orders, the name of the requestor is indicated.
Lot Code Lot Code number assigned to part.
Exp Date Expiration date of Lot Code. 
Reference User assigned number or code for reference

Highlight WO Shortage and drag Incoming Receipt here to issue field defintions:

Work Order The number of the Work Order.
PO Rec Due Date The date the Purchase Order Receiving was completed.
Warehouse The name of the warehouse where the accepted quantity will be placed.
Location The specific location within the warehouse.
Part Mfgr The manufacturer for the part.
MPN The manufacturer part number.
Qty Issued The quantity issued to Work Order Shortage
Lot Code Lot Code number assigned to part.
Exp Date Expiration date of Lot Code.
Reference User assigned number or code for reference