Running the Purchase Order Receiver Report

The Purchase Order Receiver report is used as a working receiving document when a shipment arrives at the receiving dock. The report helps the warehouse person receiving material from a purchase order to take the appropriate action. If there are open sales orders waiting for the receipt of this purchase order, then there may be no need to put the material on the shelf. The options on the report let you customize the report according to how you run your warehouse.

You can add comments to the report for tagged sales orders. If the order is tagged to a purchase order or a transfer, you can add a comment to the receiver in the warehouse, to indicate that the items should be set aside. For example, for the A - Ship When Available status, you add a comment that states: "District Transfer" Ship Out ASAP. Use the PO Receiver Report Status Commentcontrol maintenance record to set up the appropriate comment for your status.

In addition, if you receive purchase orders or large quantities of material, setting Show Commitments to All and Show Tag Quantities to All displays all sales orders that can benefit from the receipt of this purchase order, even if there is not enough material to cover the sales order demand. Warehouse personnel need to decide which orders receive the quantities of material. These personnel must be able to un-tag sales orders from purchase orders.

Committed orders print in order by ship date. This listing mirrors the way orders are listed on the Future Ledger window. The Exclude All Sales Orders Outside The Plenty Date From Avail Calccontrol maintenance record must be set to No. If set to Yes, the system considers all orders for the report regardless of the plenty date.

To run the Purchase Order Receiver report:

From the Purchase > Reports menu, select P/O Receiver to display the P/O Receiver Report criteria window.
In the Vendor/PO#/ field, enter the purchase or transfer order number that corresponds to the shipment being received. Type in one of the following to display a list of open purchase orders:

Vendor name
Purchase order number
Transfer order number
Release number or order ID

Note: If more than one date is printed on the order, the system prompts you to select the correct order generation.

The system populates the remaining fields with the current information.

Update the following fields as needed:

Field	Description
Ship Date	Displays the date the order was shipped.
Order Status	Enter one or more status codes, listed below, separated by commas to indicate the orders types you want to include on the report, such as O - Open purchase orders. Type ALL to display all status codes on the report.
Product Status	Select the product types to include: All - Both stock and non-stock items. Stock - Stock items only. Nonstock - Non-stock items only. Note: The unit of measure for each product also displays.
Show Commitments	Select the tagged order types to include: All - All sales orders that have committed inventory, meaning they need products, regardless if the purchase order's order quantity is sufficient to meet all requirements. This includes Direct Through Stock inventory. This is the default. Order Quantity - Only those sales order whose need for a product can be fulfilled by the purchase order's quantity. None - No sales order commitments will print. For example, if you order in large quantities for a central distribution center, you may not want to print hundreds of commitments on the report. Note: If you usually receive frequent purchase orders for smaller quantities of material and you need to allocate the material directly to those sales orders to which the material is tagged, then set Show Commitments field to Order Quantity and Show Tag Quantities field to Only This Order.
Show Tag Quantities	Indicate whether to list sales orders being received that are currently tagged to other purchase orders: Only This Order - Only those sales orders specifically tagged to this purchase order. All Orders - All sales orders, regardless of whether they are tagged to this purchase order. Note: You may have a purchase order for stock items intended to replenish certain items in uncommitted inventory. You can then decide if you should not tag an item and fulfill a sales order using this purchase order or wait for the tagged purchase order.
Location Statuses	Select a location type: Primary - Main location where a product is warehoused. This is the default. Secondary - Backup location where product is warehoused if the primary location is full. Floating - Location which can be used temporarily for overflow stock items. Remnant - Location where remaining stock is kept. For example, you stock 8-foot pipe. A customer asks you for a 6-foot pipe. You cut the 8-foot pipe to 6-foot pipe and store the 2-foot remnant in this location. DTS - Direct Through Stock Inventory. This is a status of K for customer-owned inventory.

Use the Edit menu to view and update the order before running the report.
Use the File > Save Defaults menu to save the currently displayed settings in the fields as the default setting for the shipping branch for which the report is being run.
Set options, if needed, and generate the report.

Note: After you complete the P/O Receiver window, you can email the report. Use the Email button or navigate to File > Email to open the Send Email window.

Note: If you select a purchase order to receive and the status is Cancelled, the following message displays: You are about to reprint a purchase order that has been cancelled. Continue Y/N?