Receipt Form

SPM documentation - January 22th 2010 – Written by Rémi Equoy

Introduction

The Receipt Form is a document which enables to establish clearly which items are received or added into stores.

There are two kinds of Receipt Form:

Automatic type or @ type like @ Purchase which is linked to a Purchase Order.
free type like Inventory which can be made freely, without any order.

General

Receipt type and order

Customs

Receipt list

Check PN

General

RF # : This field is defined automatically by using the document default format. You can select another the format or reuse an unused number by pushing the button "...".
Date : By default this date field is initialized when the Receipt Form is created.
Physically receipt date : This date comes from the reminder when the Physically received check box have been update in the reminder form (see Reminder)
Receipt type : This field describe the kind of link for the Receipt Form. @ type will open a tab to allow a link to an order. Free types are managed into the general data (see General Data). See Receipt type and order topic below.
Site
Forwarding agent
Bill of entry
Supplier COC# : Certificate Of Conformity given by the supplier.
AWB : Air Way Bill. Compulsory when @ type.

Receipt type and order

When the receipt type is an automatic type (those starting with @), a tab will be displayed depending of the Receipt type :

Receipt type	Linked order / Associated document
@ Purchase	PO - Purchase Order
@ For repair	Repair Requisition
@ Return from repair	Repair Order
@ For exchange	Exchange Order
@ Return from exchange	Exchange Requisition
@ From kit workshop	Work Order

All other other types are named free types. The are managed in the general data and are not linked to any order.

Customs

The Check PN enables to update PN information of PN received. RF must be saved

Receipt list

If the Receipt type is automatic type ,like @ Purchase, the list is filled with the expected PN and ordered quantity.

If the Receipt type is free type, like Inventory, PN have to be added with the Add command of the push-down menu :

PN lines and Item lines :

Receipt list is composed with PN lines displayed by default with a yellow color and item sub lines which are displayed with white.

Rules :

When creating a new Receipt Form, the quantity received have to be typed into the PN line to create an item sub line.

When item line have been displayed, any modification of the received quantity of the PN line will not be allowed. However, the quantity will be computed with the item quantities.

Only ticked lines will be saved and added to the stores. Non ticked lines will be erased while saving.

Once saved, almost data cannot be modified. This feature enables to prevent stock errors . Open the Item form to modify or to fix an existing receipt.

Receive an alternate

The user have the ability to receive an alternate in a Receipt Form by using the push-down menu (right click).

A list of alternate part number will appears, depending of the PN line and the alternate(s) of the concerning part (see PN / Alternate topic).

A particular case occurs when receiving an alternate in an exchange process : The list will be not only populated with alternate(s) but with alternates plus obsolete Part Numbers.

Receipt columns

Selection (check box) : Only ticked lines will be saved. Once ticked and saved, almost modifications are forbidden.

Use [CTRL] with the left click to automatically tick (and select) all lines !

PN : This column unfolds Description, Type of alternate PN and the characteristics columns if the list of Part Number have characteristics.
Ord CD : Ordered condition
Ordered qty : Ordered quantity (available only with @ receipt type)
Outstanding qty : Outstanding quantity (available only with @ receipt type) represent Ordered quantity minus receipt form's received quantity.
Priority : Express the ranking (available only with @ receipt type)
Received qty : Received quantity and unit of measure. The PN line is always with the PN's base unit of measure.
Received CD : Received condition.
SN : Serial Number. This column unfold following columns.
Batch/Lot # : Batch Number or Lot Number.
Internal # : Internal Number.
Manuf. date : Manufacture date.
Cure date
Exp. date : Expiry date.
AMDT : see glossary
CSN : see glossary
TSN : see glossary
CSO : see glossary
TSO : see glossary
Warranty month : define the warranty period in month.
Warranty hours : define the warranty period in
Warranty cycles : define the warranty cycles.
Unit price with Currency
Misc. costs : Miscellaneous costs
Certif. : Certificate(s) (see Certificate topic)
Store : Receiving store
Bin # : Location or place for this PN. Defined by the store.
Inspection List : This column displays the discrepancy number when a discrepancy have been detected. (see Discrepancy)
Number/Order : Order's number
End user : Order's customer
Priority level : Order's priority

See also : Delivery Note - Part Number - Item - Check PN -

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