Goods Receiving Document View

Inventory > Purchase > Receiving > Select Add button/Highlight line and select Edit button

What is the view used for?

  • In this view you can document all of the goods received.
  • Note that if the goods received match up to your purchase order, you can simply click on Auto populate lines to speed up the process.

Items in the Goods receiving document view can be searched in a filtered search.

Items can be searched for in a filtered search. One filtering line is added for each type of filter. You can even save your preferred filtering settings and they will be available when you open the Goods receiving documents view.

Fields & buttons Description
  • Description
  • Ordered quantity
  • Received quantity
  • Status
  • Received date
  • Variant number

Select a filter type for each search filter line.

Check the box to use the search criteria.
  • Begins with
  • Contains
  • Begins with: Selecting this option allows you to search for the beginning of a value in the fields Item description and Variant number. (This is the default setting)
  • Contains: Selecting this option allows you to search for the number or letters in fields Item description and Variant number. This field is only visible for types that allow free text search. That is Description and Variant number.
  • Equals
  • Greater than
  • Less than
 Equals, Greater than and Less than: These fields are only visible for types that allow search for a specific number or numbers less or greater than a selected number. These fields are Ordered quantity and Received quantity.
Status

Selecting this options allows you to search for documents that have the status Posted. If not selected then the search filters for documents that have the status as Active.
Search field Enter the search criteria. For description and variant number you can enter a free text.

If there are more than one line press this button to delete a search criteria.

You can also unselect the checkbox to exclude a criteria from the search.

Press this button to add search criteria and narrow the filter.

The following actions are available from a drop down menu when this button is pressed.

  • Save as default layout: The search lines you have selected will be saved to the view and opened when this view is opened.
  • Load default layout: If you have edited the search settings since you last opened the view select this option to reload the saved layout.
  • Reset: Select this option to reset the layout to be as displayed in image above.
  • Toggle button locations: Select this option to set the and buttons in front of the filter type.
Button:
Search		 Press this button or hit enter button on keyboard to activate a search with the filters set.

Add and edit items within the Goods receiving document.

Fields & buttons Description
Item ID Displays the item's ID.
Item Displays the item's name.
Variant Displays the variant's description.
Received quantity Displays the received quantity.
Received date Displays the received date. If you use the Auto populate lines action in the right hand menu this field will display the ordered quantity. And you can edit it if needed
Ordered quantity Displays the quantity ordered.
Posted Displays whether or not the statement has been posted or not (Yes/No).
Button:
Post line		 Highlight a line and select this button to post a line.
Button:
Post all lines		 Select this button to post all lines.
Edit Highlight a statement line and select the Edit button to edit the line.
Add Select Add to create a new line.
Delete

Highlight a line and select this button to delete. Note that this only works on unposted statements.

Multiple items can be selected and only the received date and received quantity can be edited all at once.

Ctrl+A can be used as a shortcut to highlight all lines.

View and edit status of the Goods receiving document.

 

Fields & buttons Description
Goods receiving document ID Displays the Goods receiving document ID.
Vendor Displays the Vendor.
Status Select the status of the Goods receiving document.
  • Goods receiving settings - This link takes you to the administrative options for Inventory settings.
  • View vendor - This link takes you to the vendor card.
  • Purchase order - This link takes you to the original purchase order.
  • Auto populate lines - Clicking on this automatically enters the information for goods received to match the purchase order.

User needs to have a permission granted to be able to auto populate lines

See also

 

Reviewed: August 2017
Version: LS One 2017.2