Use the Find Receiving Transactions window to find source documents for which you can enter receiving transactions. Use the Supplier and Internal tabbed region to search for Purchasing documents. If Order Management is installed, use the Customer tabbed region to search for customer return material authorizations (RMAs).
To enter search criteria in the Supplier and Internal tabbed region:
Navigate to the Find Receiving Transactions window by selecting Receiving Transactions from the menu. Enter desired search criteria as described in the following steps.
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, optional 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.
Use the lower tabbed regions to further restrict the search. See: To further restrict the search, below.
Select the Find button to initiate the search and open the Receiving Transactions window.
To enter search criteria in the Customer tabbed region:
Select the Customer tabbed region in the Find Receiving Transactions window.
This region is used for finding 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 and create receipts and delivery transactions if the customer returns the item. You create the transaction against a return material authorization (RMA) document, which the sales representative uses to authorize the return.
Specify any of the following, optional 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
The lower tabbed regions. See: To further restrict the search, below.
Select the Find button to initiate the search and open the Receiving Transactions 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 number, Revision number, Category, item Description, and Supplier Item Number.
In the Receipt Details region, you can limit the search by Packing Slip, Receiver, Freight Carrier, and Bill of Lading number.
In the Transaction Detail region, you can limit the search by entering a range of Transaction Dates.
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.