Articles tagged #ITEM RECEIPT
Articles tagged
#ITEM RECEIPT

Re-Bill Items from Purchase Order that were Previously Cancelled

Scenario

Purchase Orders are previously cancelled but user wants to generate all remaining items that is up for billing.

Solution

1.Purchase Order: ClickEditon the affected record
2. ClickItemstab
3. Remove the lines that have a cancelled Bill record
4.Re-input the items and other details
5. ClickRelated Recordstab
6.Item Receipt: ClickEditon the related Item Receipt
7. ClickAction
8. ClickDelete
Note:Retain the Item Receipt record for the correctly Billed item
9.Go back to the Purchase Order record and clickSave
10. ClickBill

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Missing Items when Receiving Purchase Orders

When trying to receive purchase orders, some or all of the line items may not appear on the item receipt form.

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Item Receipt / Item Fulfillment > The Transaction Date Is not within the Date Range of the Selected Posting Period

Accounting Preference: Allow Transaction Date Outside of Posting Period = Warn or Allow

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Non-Inventory Item: Generate Accruals

Non Inventory Items > Generate Accruals = T > Item Receipt has no GL ImpactItem settings at the time the Purchase Order line iscreatedis the basis of whether accruals will be generated or not.Item receipt shows no GL Impact even if Generate Accruals is set to True on the item record.Note:In order for the new setting to take effect, the Purchase Order item line should be created from scratch. As such, making a copy of a Purchase Order that was created before Generate Accruals was enabled will still inherit the old settings. The old settings will also remain if you make a copy of an old Purchase Order, use Copy Previous button to make the new line, and save the Purchase Order.

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Show Sales Order Number Pop-up Message on Item Receipt via Workflow

User wants a pop-up message that shows the transaction number of the relatedSales Orderof theItem Receipt during creation, before setting any field value.

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Item Receipt created from Return Authorization does not have GL Impact

Item Receiptcreated fromReturn Authorization(stand alone) does not post GL Impact ifOverride Rate field (item level) is blank. This will also be the case if the Item Receipt is created from a Return Authorization that is created from a Sales Order, wherein the related Item Fulfillment does not have GL Impact. This is because Item Receipt only posts amount to reverse the effect of the Item Fulfillment.

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Identify Item Receipt PDF Template

To identify Item Receipt PDF Template, check if there is Basic Layout or Advanced PDF/HTML Template used for printing of Item Receipt.

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Role Permissions to Receive Transfer Orders

User wants to add Permissions to a Role in order to Receive Transfer Orders.

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Resolve Error: "The Total Inventory Detail Quantity Must Be XXX" when partially billing a purchase order

User encounters error above when partially billing a purchase order.

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