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purchasing [2021/08/19 14:19] – [Submit Transaction] dlmpurchasing [2023/09/05 16:12] (current) – [Purchase Order Detail: Enter Line Items] dlm
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 ======= Purchasing ======= ======= Purchasing =======
 {{:purchasing_menu.jpg?300|}} {{:purchasing_menu.jpg?300|}}
 +
 +\\
  
 ===== Purchase Order Constants ===== ===== Purchase Order Constants =====
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 Toggle to disable/enable the entry of the receipt date rather than taking the current date as the automatic answer in PO.RECEIPTS. Toggle to disable/enable the entry of the receipt date rather than taking the current date as the automatic answer in PO.RECEIPTS.
 +
 +===Enable Description Box in PO Rec===
 +
 +Toggle to disable/enable the item number description box in the PO Receipts Select Items screen. If this setting is enabled, the user will see the highlighted item's description displayed at the bottom of the screen, which can be helpful in allowing the user to select the correct item to receive. 
  
 \\ \\
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-Hitting <enter> with no item number will bring up the Purchase Select Item screen to select item numbers by line item. +Hitting <enter> with no item number will bring up the Purchase Select Item screen to select item numbers by line item.  
-{{:select_item.jpg?300|}}+ 
 +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.  
 + 
 +{{:select_item.jpg?300|}}  {{:Purchase_Select_Item_Desc.jpg?250|}} 
  
 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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   - Remove Rec Detail: Hit this button to remove line items from the received detail.   - Remove Rec Detail: Hit this button to remove line items from the received detail.
   - Submit transaction:  Hit this button to send all received detail for the PO to the ERP system.    - Submit transaction:  Hit this button to send all received detail for the PO to the ERP system. 
-  - 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__. +  - 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**__. 
 \\ \\
  
 =====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.  From the main Purchase Order Receipt screen, hit the Remove Rec Detail button.  
 + 
 +{{:remove_rec_detail.jpg?400|}} 
 + 
 +Enter the item number to be removed: 
 + 
 +{{:purchase_remove_detail.jpg?400|}} 
 + 
 +All received detail for the item on this PO will be displayed. Choose the desired line.  
 + 
 +{{:purchase_select_item_2.jpg?400|}} 
 + 
 +**Please Note**: Hitting <enter> with no item number entered on the Purchase Remove Detail screen will bring up all the item numbers and detail received for this PO.  
 + 
 +{{:purchase_select_item.jpg?400|}} 
 + 
 +Once the desired line is chosen, it will display on the Purchase Remove Detail screen for review.  
 + 
 +{{:purchase_remove_detail_2.jpg?400|}} 
 + 
 +Hit the Remove Detail button to remove the received detail. 
 + 
 +The balance quantity available on the NovoNexus app will be increased accordingly and the removed quantity is now available for receiving.  
 + 
 +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. 
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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 <enter> with no item number will bring up the Purchase Select Item screen to select item numbers by line item.+Hitting <enter> with no item number will bring up the Purchase Select Item screen to select item numbers by line item.
  
 {{:select_item.jpg?400|}} {{:select_item.jpg?400|}}
purchasing.1629397152.txt.gz · Last modified: 2021/08/19 14:19 by dlm