PO0400 Purchase Order and Receiving Scheduled Receipts Reports

Reports

Scheduled Receipts Reports

 

Application Overview

 As soon as you print a purchase order, the items on the order can be thought of as being scheduled to be received.  The purchase order specified a scheduled receipt date that the vendor is expected to meet.  The reports available through this application let you know what is on order and when you can expect to receive the merchandise.  Every purchase order on file is represented, except for blanket‑type orders and orders that have been closed or canceled.  If a scheduled receipt is late, it will be flagged on the report so that you will notice it more easily.  Quantities ordered and received as shown on the report in their stocking unit of measure regardless of the unit of measure in which they were ordered.  The unit of measure's description also appears on the report for reference.

 Scheduled receipts can be printed in order by the vendor from whom they were ordered, by the number of the item that was ordered, or by the job for which they were ordered.  The report by vendor helps you monitor the performance of the vendor and take action on late shipments before the situation becomes serious.  The report by item is valuable if you order the same item from different vendors. It enables you to compare the performance of competing vendors. It also gives you a list of purchase orders  outstanding on a particular item for use in case of shortages.  The report by job is useful for job shops where the late delivery of a single item can signal problems for the entire job.  This allows managers to stay on top of the situation and ward off disasters that result from unavailable material.

 For each report there are many parameters that can be specified.  These parameters provide you with the ability to really pinpoint the specific receivings that you are concerned about.  For instance, if you are interested in seeing only those receivings that are already late, you may specify how many days late a receiving must be in order for it to show up on the report.  A buyer may be concerned only about scheduled receivings on those orders that he initiated.  If so, he may specify this in the range parameters.  These and other similar parameters make these reports a powerful management tool for keeping track of, and identifying problems with, scheduled receivings.

 For each of the three reports, there is a work file that is generated that stores purchase order information in a sequence the report requires.  The very first time you run each of these reports, the file will be generated automatically.  Thereafter, you will have the option of regenerating the work file each time you run the report.  You would want to regenerate the file if orders have been added, changed, canceled, closed, or deleted since the last file generation.  You would also want to generate it again if there have been receivings entered since then.

 In most companies, these activities occur daily, so a work file would become obsolete shortly after its creation.  You may find a certain degree of obsolescence acceptable when weighed against the time required to regenerate the file.  Also, there will be times when you wish to run several versions of the same report, one after the other.  In this case, it would clearly be to your advantage to use the same generation of the work file for each version of the report.  How often you need to regenerate these files depends upon how much traffic there is through your order processing department and how much data obsolescence you can tolerate in the Scheduled Receipts report.


Run Instructions

 Select Scheduled Receipts Report from the pull down P/O Reports window.  The following screen will then be displayed:

 

 

 

    The following options are available:

    • Select the desired mode from the Print Scheduled Receipts Report menu bar
    • Enter the data requested on the screen

     

        To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

     

    Entry Field Descriptions

     

    Name

    Type and Description

    1.   Starting Vendor No                   Starting Item No                      Starting Job No                 

    6 alphanumeric characters for the vendor.

    15 alphanumeric characters for the item. 

    6 alphanumeric characters for the job.

    Depending upon which report you selected, you will be entering one of these three fields. Enter the starting number of the range of numbers that are to be considered for inclusion of the report.  The entry need not be that of a valid vendor, item or job.  Press the F7 key to search for vendor, item, or job numbers.  Press the F8 key to search for vendor or item names.

    Defaults to All.

    2.   Ending Vendor No

          Ending Item No

          Ending Job No

    6 alphanumeric characters for the vendor.

    15 alphanumeric characters for the item. 

    6 alphanumeric characters for the job.

    Enter the ending number of the range of numbers that are to be considered for inclusion on the report.  As for the starting number, the entry need not be that of a valid vendor, item or job.  Press the F7 key to search for vendor, item, or job numbers.  Press the F8 key to search for vendor or item names.

    Defaults to the starting entry's value.

    3.   Starting Promise Date

    A date in the standard date format.

    The promise date is, in effect, the scheduled receipt date.  For many line items, a promise date was never entered because the original request date remained in force. In such cases, the program will use the request date for determining whether the line item should be included on the report.

    Enter the earliest scheduled receipt date that will qualify a line item to be considered for inclusion on the report.

    Defaults to All.

    4.   Ending Promise Date

    A date in the standard date format.

    Enter the latest scheduled receipt date that will qualify a line item to be considered for inclusion on the report.

    Defaults to the starting date's value.

    5.   At Least X Days Late

    3 numeric digits (999).

    If you wish to include on the report only those scheduled receipts that are late, enter here the number of days late a receipt must be.  You may press RETURN to skip this field and disregard the parameter.

    6.   Show Fully Received ?

    Y or N.

    Answer Y if you wish the report to show line items that have been fully received.  You may wish to see such lines simply so that you can be sure that all lines from a purchase order are represented on the report.  The fact that a line has been fully received can tell you as much about a vendor's performance as lines that still have receivings pending.

    Defaults to N.


     

    7.   Show Canceled Lines ?

    Y or N.

    Answer Y if you wish the report to show line items that have been canceled.  Line items are often canceled because of a vendor in­adequacy of one sort or another.  Therefore, even though a canceled line is no longer scheduled to be received, its appearance on the report can give you valuable information about the order and about the vendor.

    Defaults to N.

    8.   Buyer Code

    2 alphanumeric characters.

    Enter the code of the buyer whose purchase orders are to be repre­sented on the report, or press RETURN to default to All buyers.  If a buyer code is entered, it must be one that is defined in the Buyer Code File Maintenance application.  The buyer's name will display beside the entry.

    If you know the buyer's name but not his code, you can press the F1 key to display the code and name of the first (and subsequent) buyers that are on file.  You may page through all of the Buyer codes in this manner.  When the Buyer code that you require displays, answer Y to the RIGHT BUYER ? question.

    Press the F7 key to search for Buyer codes.

    Defaults to All.

    9.   Notification Initials

    3 alphanumeric characters.

    Every line item specifies the initials of someone who should be notified in the event of problems that arise at any point during the processing of the line item.  This person may be the buyer, or it may be the manager of the area the merchandise or service is ordered for.  Different companies will utilize this field for different purposes.  Whether this parameter is of value to you depends upon what you use notification initials for.  It is another means at your disposal for customizing the scheduled receipts reports.

    Defaults to All.

    10.  Move‑To Location

    3 alphanumeric characters.

    Every line item specifies an area where merchandise should be moved, once the receiving has been pro­cessed.  This code identifies that location.  The specification of a move‑to location is optional, how­ever, so not all companies will find a use for it.  If used, it gives you another parameter with which to customize the report.

    Defaults to All.

    11.  Ship‑To Code

    6 alphanumeric characters.

    Every purchase order specifies an address to which the merchandise should be shipped.  This is ac­complished by assigning a ship‑to code to the order.  If you wish to list scheduled receivings for a particular shipping destination, enter that destination's ship‑to code here.  The entry must be that of a code defined in the Ship‑To file.  The ship‑to location's de­scription will display beside the entry 

    Press the F1 key to display the code and name of the first (and subsequent) ship-to codes that are on file.  You may page through all of the Ship-to codes in this manner.  When the Ship-to code that you require displays, answer Y to the RIGHT SHIP-TO ? question.

    Press the F7 key to search for ship-to codes.

    Defaults to All. 

    The Work File For This Report Was Generated xx/xx/xx. If Any Purchase Orders Have Been Added, Changed, Canceled, Deleted, Or Closed Since Then Or If Receivings Have Been Entered, The Work File Must Be Regenerated For The New Data To Be Included On The Report.

     

    Do You Wish To Regenerate The Work File ?

    Y or N.

    If you have ever run this report before, select Y to regenerate the work file or N to decline.

     

    Answer Y if you want the most up‑to‑date information to be shown on the report.  The data on the report will be the data as of the work file's generation date.  Answer N if the work file was recently regenerated or if the degree of data obsolescence is acceptable to you.

      

    Run Date: Nov 13, 1992 ‑ 12:27pm         Elliott Electronics Co.                                                            Page    1

                                          S C H E D U L E D   R E C E I P T S   B Y   V E N D O R

    Range: All Vendors

           All Promise Dates

           Items Shown Regardless Of Number Of Days Late

           Late Lines Are Shown Preceded By "L"

           Fully Received Lines Are Not Shown

           Cancelled Lines Are Not Shown

           All Buyers

           Notify: All  Move‑To Location: All

     

    Vendor‑No                   Item‑No                       * Job‑No  Po‑Number Prt‑Date     Qty‑Ord     Qty‑Rec Req‑Date Prom‑Dte Ni

    Vendor‑Name                     Item‑Description

    000100 Phone: 213‑723‑8377  CHAR‑GEN          U/M = EA    L  PC100  000001‑00 05/10/92      50.000      10.000 02/03/92          JLB

    Computer Electronics Center     Character Generator At 25 Meg           Item Totals:        50.000      10.000

     Contact: Harvey                Character ‑ Gen ‑ 25

                                PAR‑PORT          U/M = EA    L  PC100  000001‑00 05/10/92      40.000      10.000 02/03/92          JLB

                                    Parallel Port For I/O                   Item Totals:        40.000      10.000

                                    Parallel Port

                                RAM‑ADDRES        U/M = EA    L  PC100  000005‑00 05/10/92      20.000      10.000 02/03/92          JLB

                                    Ram Address Multiplexer                 Item Totals:        20.000      10.000

                                    Ram ‑ Add ‑ Mult

                                SER‑PORT          U/M = EA    L  PC100  000001‑00 05/10/92      40.000      10.000 02/03/92          JLB

                                    Serial Port For Z80 25 Meg              Item Totals:        40.000      10.000

                                    Serial ‑ Port

    000200 Phone: 834‑834‑8388  VID‑AD            U/M = EA    L  PC100  000002‑00 05/10/92      40.000      10.000 02/03/92          JLB

    CompuPart Computer Services     Video Addressing Module                 Item Totals:        40.000      10.000

     Contact: Garish Hilltop        Vid ‑ Address

    Run Date: Mar  8, 1993 ‑ 11:10am         Elliott Electronics Co.                                                            Page    1

                                            S C H E D U L E D   R E C E I P T S   B Y   J O B

    Range: All Jobs

           All Promise Dates

           Items Shown Regardless Of Number Of Days Late

           Late Lines Are Shown Preceded By "L"

           Fully Received Lines Are Shown Preceded By "F"

           Cancelled Lines Are Shown Preceded By "X"

           All Buyers

           Notify: All  Move‑To Location: All

           All Ship‑To Codes

    Job‑No  Item‑No         Item‑Description               * Vend‑No Po‑Number Prt‑Date U/M    Qty‑Ord     Qty‑Rec Req‑Date Prom‑Dte Ni

    PC100   CHAR‑GEN        Character Generator At 25 Meg  L  000100 000001‑00 05/10/92 EA      50.000      10.000 02/03/92          JLB

                            Character ‑ Gen ‑ 25                              Item Totals:      50.000      10.000

            CLOCK           25 Meg Clock For Mother Board  L  000400 000004‑00 05/10/92 EA      30.000      10.000 02/03/92          JLB

                            Clock ‑ 25M                                       Item Totals:      30.000      10.000

            DATA‑BUS        Data Bus/Buffer 25 Meg         L  000300 000003‑00 05/10/92 EA      60.000      10.000 02/03/92          JLB

                            Data ‑ Buffer                                     Item Totals:      60.000      10.000

            DATA‑CONTRL     Data Control Module            L  000300 000003‑00 05/10/92 EA      50.000      10.000 02/03/92          JLB

                            Data ‑ Control                                    Item Totals:      50.000      10.000

            DISPLAY         Display Blanker For 25 MVideo  L  000300 000003‑00 05/10/92 EA      20.000      10.000 02/03/92          JLB

                            Display For Video Card                            Item Totals:      20.000      10.000

            KEYBOARD        Key Board For System Computer  L  000400 000004‑00 05/10/92 EA      20.000      10.000 02/03/92          JLB

                            25 MHZ                                            Item Totals:      20.000      10.000

            MEMMGR          Memory Manager For CPU Board   L  000400 000004‑00 05/10/92 EA      50.000      10.000 02/03/92          JLB

                            MEM ‑ Manager                                     Item Totals:      50.000      10.000

    Purchase Order

    1. Why Receiving Non-Inventory Items in PO Will Cause General Ledger Inventory Account Out of Balance?
    2. Order Has Been Printed But Not Posted
    3. When does the Purchase Line History data get updated?
    4. Can I Edit the Ship Date Field in PO Line Item Screen?
    5. Getting PO Lock File Problem During PO Printing
    6. Feature - Notes Tracking from PO Warehouse Receiving to Inventory Transfer Management to Inventory Transaction
    7. Feature - Prevent MM Item from Purchasing
    8. Feature - Include Or Exclude UDC in Buyer's Desk
    9. Feature - Item Number Verification After Serial Number Scan
    10. PO05S1 Purchase Order and Receiving Receivings Audit Trail Report
    11. PO05S2 Purchase Order and Receiving Drop Shipment Receivings Report
    12. PO0104 Purchase Order and Receiving Release Blanket Orders
    13. PO0105 Purchase Order and Receiving Purge Closed Purchase Orders
    14. PO0200 Purchase Order and Receiving Print Purchase Orders
    15. PO0300 Purchase Order and Receiving Purchase Order Inquiry
    16. PO0400 Purchase Order and Receiving Scheduled Receipts Reports
    17. PO0600 Purchase Order and Receiving Purchase Line History Report
    18. PO0700 Purchase Order and Receiving Cash Requirements Projection Report
    19. PO0800 Purchase Order and Receiving Commodity Code Vendor Report
    20. PO0900M Purchase Order and Receiving Vendor Performance Analysis Report
    21. PO1000 Purchase Order and Receiving P/O Setup
    22. PO1101 Purchase Order and Receiving Buyer Code File Maintenance
    23. PO1201 Purchase Order and Receiving Comment Code File Maintenance
    24. PO1301 Purchase Order and Receiving Reject Reason Code File Maintenance
    25. PO1401 Purchase Order and Receiving Ship-To File Maintenance
    26. PO1501 Purchase Order and Receiving Item Vendor File Maintenance
    27. PO1502 Purchase Order and Receiving Purge Item Vendor File Maintenance
    28. PO1601 Purchase Order and Receiving Vendor Service Address
    29. PO1700 Purchase Order and Receiving Clear Year-to-Date Statistics
    30. PO1800 Purchase Order and Receiving Open Purchase Orders Reports
    31. POCLSMNU Purchase Order and Receiving PO Close Processing
    32. POIMPMNU Purchase Order and Receiving Purchase Order Import
    33. POINVMNU Purchase Order and Receiving Invoice Processing
    34. POORDEXS Purchase Order and Receiving Purchase Order Export
    35. POEQMNT Purchase Order and Receiving Purchase Order Requisition
    36. POREQPST Purchase Order and Receiving Post Requisitions
    37. PORSTSCN Purchase Order and Receiving Reset P/O Rec/Inv Qty
    38. POUPDSTA Purchase Order and Receiving Update Vendor Statistics
    39. POWHRMNT Purchase Order and Receiving Warehouse Recovery Process
    40. POWRIMNT Purchase Order and Receiving Warehouse Receiving Import
    41. Feature -- PO Ship-to File Maintenance Determine Drop Ship Location by State/Zip Code Tables
    42. Feature - Warehouse Receiving Serial Number Validation
    43. Feature - Buyer's Desk Inventory Class Selection Criteria
    44. Feature - PO Ship-To File Received to Transit Location
    45. Purchase Order Line Item Add or Change Event
    46. PO0000 Purchase Order and Receiving Overview 1
    47. PO0000 Purchase Order and Receiving Overview 2
    48. PO0000 Purchase Order and Receiving Overview 3
    49. PO0000 Purchase Order and Receiving Overview 4
    50. PO0000 Purchase Order and Receiving Overview 5
    51. PO0000 Purchase Order and Receiving Overview : Index
    52. PO0100 P/O and Receiving Purchase Order Processing 1
    53. PO0100 P/O and Receiving Purchase Order Processing 2
    54. PO0100 P/O and Receiving Purchase Order Processing 3
    55. PO0100 P/O and Receiving Purchase Order Processing 4
    56. PO0100 P/O and Receiving Purchase Order Processing 5
    57. PO0100 P/O and Receiving Purchase Order Processing: Index
    58. PO2000 P/O and Receiving Receivings Processing 1
    59. PO2000 P/O and Receiving Receivings Processing 2
    60. PO2000 P/O and Receiving Receivings Processing 3
    61. PO2000 P/O and Receiving Receivings Processing 4
    62. PO2000 P/O and Receiving Receivings Processing 5
    63. PO2000 P/O and Receiving Receivings Processing 6
    64. PO2000 P/O and Receiving Receivings Processing 7
    65. PO2000 P/O and Receiving Receivings Processing 8
    66. PO2000 P/O and Receiving Receivings Processing 9
    67. PO2000 P/O and Receiving Receivings Processing: Index
    68. POFRMMNT P/O and Receiving P/O Form Setup 1
    69. POFRMMNT P/O and Receiving P/O Form Setup 2
    70. POFRMMNT P/O and Receiving P/O Form Setup 3
    71. POFRMMNT P/O and Receiving P/O Form Setup 4
    72. POFRMMNT P/O and Receiving P/O Form Setup 5
    73. POFRMMNT P/O and Receiving P/O Form Setup: Index
    74. PORCNMNU P/O and Receiving P/O Reconciliation Process 1
    75. PORCNMNU P/O and Receiving P/O Reconciliation Process 2
    76. PORCNMNU P/O and Receiving P/O Reconciliation Process 3
    77. PORCNMNU P/O and Receiving P/O Reconciliation Process: Index
    78. How to Retrieve Open Purchase Orders Through SQL SELECT Statement
    79. Feature - Receivings Processing Mass Receiving Changes
    80. Feature - Warehouse Receiving Mass Receiving
    81. How to Remove Outstanding PO from Received Not Invoiced Report
    82. Feature - Add Events for Addition of PO Header and Line
    83. Feature - Allow to Enter Unit Cost in PO Warehouse Receiving Add Mode
    84. Feature - Ability to Create a CSV Export in PO Edit List When "Show Headers Only" = "Y"
    85. Feature - Added PO by Comment Code List to the Schedule Receipts Reports
    86. Feature - Support Negative PO Line Item Unit Cost
    87. Feature - Added F4=Revision Option to PO Inquiry Drill Down
    88. Feature - Add Serial Number Support to PO Warehouse Receiving Import
    89. Multiple Users Print Purchase Orders at the Same Time
    90. Feature - F1 Key Next Manual Check Support in Invoice Processing

    Feedback and Knowledge Base