Use the Find Receiving Transactions (Summary) window to:

• Access the Receiving Headers Summary window.

• Access the Receiving Transaction Summary window.

• Perform purchase order inquiries at header and line levels.

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:

1. Navigate to the Receiving Transactions Summary window. The Find Receiving Transactions Summary window appears.

2. Select the Supplier and Internal tabbed region.

3. Select the Operating Unit for this search.

4. Enter the Source Type: Internal, Supplier, or All.

5. 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 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 define the search. See: To further restrict the search, below.

6. Choose Results Headers (to go to the Receiving Headers Summary window) or Results Transactions (to go to the Receiving Transaction Summary window). Choose Find.

To enter search criteria in the Customer tabbed region:

1. Select the Customer tabbed region in the Find Receiving Transactions summary 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, create, and view receipt transactions if the customer returns the item. The receipt is created against a return material authorization (RMA) document, which the sales representative uses to authorize the return.

2. Specify any of the following, optional search criteria:

3. 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.

4. Receipt Number

5. RMA Number, which corresponds to the Order Number field on the sales order

6. Line number from the RMA

7. Customer returning the item

8. Customer Number

9. Customer Item Number that the customer used to order the item

10. The lower tabbed regions. See: To further restrict the search, below.

11. Choose Results Headers (to go to the Receiving Headers Summary window) or Results Transactions (to go to the Receiving Transaction Summary window). Choose Find.

To further restrict the search:

1. Specify any of the following, optional search criteria:

2. In the Item region, you can enter the following search criteria: Item, Rev, Category, Description, and Supplier Item.

3. In the Receipt Details region, you can limit the search by Packing Slip, Receiver, Freight Carrier, and Bill of Lading number.

4. In the Transaction Details region, you can limit the search by entering a range of Transaction Dates and Transaction Type.

5. 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).

6. 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.