TipThe Advanced Search Options - Inventory Receiving section lets you search for the invoices based on the multiple search options available. You can view the items received using an invoice and also receive items on an order using the invoice.
Tip
To view the Advanced Search Options - Inventory Receiving page, click the Advanced Search Options - Inventory Receiving link.
1. Click the Inventory module.
2. In the Actions section, click Receiving > Search Receipts.
3. In the Advanced Search Options - Inventory Receiving section, specify the following search parameters:
o In the Vendor Name list, select the vendor that supplied the item.
o In the PO or Card Number box, type the purchase order number or the credit card number used to receive the item.
o In the Invoice Number box, type the unique invoice number of the item receipt.
o In the Invoice Status list, select the current status of the invoice.
o In the Shipping Location list, select the location where the item is shipped.
o In the Order Number box, type the item order number.
o In the Item Number box, type the unique number of the item received.
o In the Other list, select a parameter based on which you want to search the received item.
o Select the Exact Match check box if you are sure that you have entered the correct text in the PO or Card Number, Invoice Number, Order Number, or Item Number box.
4. Click Search.
The Search Results grid displays the invoices along with the invoices having similar item vendor, shipping location, payment type, and purchase order number sorted in a group.
5. Optionally, click an invoice number to perform the following:
o The Line Items on Order tab displays the orders having vendor and purchase order similar to the invoice selected. You can receive the items on the order by clicking the Receive link. You can also display a specific order by typing the order number in the Order Number box and clicking Search.
o The Invoice Line Items tab displays the items that are received using the selected invoice number. You can edit the details of the items received using the Edit link. You can also add or edit the other charges of the item by clicking the Add New Other Charge to Line Item link or the Edit link respectively.
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Note: In the Invoice page, you can: · Click Finished - Invoice Complete to close the invoice. · Click Continue Later - Keep Invoice Open to keep the invoice open. · Click Edit Invoice to edit the details of the invoice. · Click Cancel Invoice to cancel the invoice. |
