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purchasing [2021/08/19 17:50] dlm [Purchase Order Detail] |
purchasing [2023/09/05 20:12] (current) dlm [Purchase Order Detail: Enter Line Items] |
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======= Purchasing ======= | ======= Purchasing ======= | ||
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===== Purchase Order Constants ===== | ===== Purchase Order Constants ===== | ||
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Toggle to disable/ | Toggle to disable/ | ||
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+ | ===Enable Description Box in PO Rec=== | ||
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+ | Toggle to disable/ | ||
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- | =====Purchase Order Detail===== | + | =====Purchase Order Detail: Enter Line Items===== |
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- | *Hitting < | + | Hitting < |
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+ | Please note, if the **Enable Description Box in PO Rec** constant is enabled, the user will see the item description of the highlighted item displayed at the bottom of the screen, as shown below in the screenshot on the right. | ||
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Once the Item Number is entered, the following fields will automatically fill in. These are display-only fields, based on the information entered for the PO in the ERP system.: | Once the Item Number is entered, the following fields will automatically fill in. These are display-only fields, based on the information entered for the PO in the ERP system.: | ||
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* Delivery Date | * Delivery Date | ||
* Balance Quantity | * Balance Quantity | ||
- | * Item Desciption | + | * Item Description |
* Delivery Quantity | * Delivery Quantity | ||
* Material Certification | * Material Certification | ||
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Once the lot number has been entered and accepted, the user will be redirected back to the Purchase Detail screen. | Once the lot number has been entered and accepted, the user will be redirected back to the Purchase Detail screen. | ||
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- | \\ | + | After entering a line item, the user can either continue to add Line Items on the Purchase Detail screen or exit the Purchase Detail screen by hitting the esc key. |
- | =====Add Additional | + | |
- | Continue to add Line Items until the Purchase | + | **Once back at the main Purchase Order Receipt screen, the user has four options:** |
+ | - Enter Line Items: Hit this button to return to the Purchase | ||
+ | - Remove Rec Detail: Hit this button to remove line items from the received detail. | ||
+ | - Submit transaction: | ||
+ | - Exit the function: Hit the esc key to exit the function. __**All received detail for the PO will be saved in the app, but will not be sent to the ERP system**__. | ||
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=====Remove Rec Detail===== | =====Remove Rec Detail===== | ||
- | \\ | + | The Remove Rec Detail feature allows the removal of one or more of the received line items to be removed from the PO Receipt before the detail is submitted to the ERP system. |
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+ | Enter the item number to be removed: | ||
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+ | All received detail for the item on this PO will be displayed. Choose the desired line. | ||
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+ | **Please Note**: Hitting < | ||
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+ | Once the desired line is chosen, it will display on the Purchase Remove Detail screen for review. | ||
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+ | Hit the Remove Detail button to remove the received detail. | ||
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+ | The balance quantity available on the NovoNexus app will be increased accordingly and the removed quantity is now available for receiving. | ||
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+ | Continue to remove and/or receive line items until the transaction is ready to be submitted to the ERP system. | ||
=====Submit Transaction===== | =====Submit Transaction===== | ||
Enter <esc> to return to the initial PO Receipts screen. Click on the Submit Transaction button. | Enter <esc> to return to the initial PO Receipts screen. Click on the Submit Transaction button. | ||
- | {{: | + | {{: |
===Please Note:=== | ===Please Note:=== | ||
- | *The Clear Data button can be used if you do not want to submit the transaction. | + | *The Remove Rec Detail |
- | *Corrections and negative quantity transactions are not allowed once they are submitted. | + | *Corrections and negative quantity transactions are not allowed once the details |
- | *Please correct | + | *Please correct errors in the ERP system |
=====Print PO Labels===== | =====Print PO Labels===== | ||
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* If 1234567 is the long part number for item 100, entering 1234567 into the Item Number field will bring up results for item 100. | * If 1234567 is the long part number for item 100, entering 1234567 into the Item Number field will bring up results for item 100. | ||
- | * Hitting < | + | Hitting < |
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