Use the Find Transaction Status window to access the Transaction Status window. You can use this window to review pending transactions before they are processed by the Receiving Transaction Processor. Use the Supplier and Internal tabbed region to search against Purchasing documents. If Order Management is installed, use the Customer tabbed region to search against customer return material authorizations (RMAs).
In addition to searching for receiving transactions created using the application, you can search for Receiving Open Interface (ROI) transactions that are at the pending or error status. After you find such transactions, you can use the Transaction Statuses window to resubmit the selected ROI transactions that are at the pending or error status.
To enter search criteria in the Supplier and Internal tabbed region:
Navigate to the Transaction Statuses window. The Find Transaction Statuses window appears.
Select the Supplier and Internal tabbed region.
Select the Operating Unit for this search.
Enter the Source Type: Internal, Supplier, or All.
Specify any of the following, search criteria:
Enter the Receipt Number.
For source type Supplier, enter the Purchase Order number. If you enter a purchase order number, you can also enter a Release (for blanket purchase agreements), Line, and/or Shipment (for purchase orders) number for the purchase order.
For source type Internal, enter the Requisition Number. If you enter a requisition number, you can enter a requisition Line number.
In the second Shipment field, enter the shipment number of the Advance Shipment Notice (ASN). See: Advanced Shipment Notices (ASNs).
Enter the Supplier. For Source Type Internal, this is the organization. For Source Type Supplier, this is the supplier name, and you can also enter the Supplier Site.
Search for receiving transactions using the transaction category. This field is required.
Select from the following options:
Desktop: Search for transactions created using the application. The transactions display receiving shipment header information and Receiving Transactions Interface (RTI) line information.
Interface: Search for Receiving Open Interface (ROI) transactions. The transactions display Receiving Headers Interface (RHI) header information and Receiving Transactions Interface (RTI) line information.
Both: Search for both application and Receiving Open Interface (ROI) transactions.
Select the group ID of the transaction.
Enter the Current Location.
Use the lower tabbed regions to further restrict the search. See: To further restrict the search, below.
Select the Find to initiate the search and open the Transaction Status window.
To enter search criteria in the Customer tabbed region:
Select the Customer tabbed region in the Find Transaction Statuses window.
This region is used for finding the receipt transaction status for items that a customer has returned to your company. When a sales representative creates a sales order in Order Management and ships the item to the customer, you can find, create, and view receipt transactions if the customer returns the item. The receipts are created against a return material authorization (RMA) document, which the sales representative uses to authorize the return.
Specify any of the following, search criteria:
Line type, such as Return with Receipt of Goods, on the RMA. There are different return line types. Search by RMA line type if you want to see all RMA lines with that line type in your receiving organization.
Receipt Number
RMA Number, which corresponds to the Order Number field on the sales order
Line number from the RMA
Customer returning the item
Customer Number
Customer Item Number that the customer used to order the item
Select the transaction category to search for specific transactions. See Transaction Category for more information.
Select the group ID of the transaction.
The lower tabbed regions. See: To further restrict the search, below.
Select the Find to initiate the search and open the Transaction Status window.
To further restrict the search:
Specify any of the following, optional search criteria:
In the Item region, you can enter the following search criteria: Item, Rev, Category, Description, and Supplier Item.
In the Receipt Details region, you can limit the search by Packing Slip, Receiver, Freight Carrier, and Bill of Lading number.
In the Transaction Details region, you can limit the search by entering a range of Transaction Dates and Transaction Type.
Search for transactions using any one of the processing status criteria:
Pending
Completed
Running
Error
If you leave this field blank, then you can view all pending, completed, running, or error transactions.
In the Shipments region, you can enter the Container, Truck Number, or Bar Code Label indicated on an Advance Shipment Notice (ASN). See: Advance Shipment Notices (ASNs).
In the Destination region, you can select the Requestor, Project, Kanban Card, Task, Deliver-to location, or Job. Using these fields will limit your search results at the distribution level of the order.
To clear existing search criteria:
Select the Clear button to clear any existing search criteria.