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If the installation parameter RCPTCURR is set to RCPT, Datastream 7i applies the current active exchange rate when you approve the receipt. |
Follow these steps to receive parts against purchase orders.
Open the Receive goods form (SMRECV).
Click the Record view tab. Datastream 7i displays the Record view page.
Transaction—Enter a description of the receipt in the adjacent field. Datastream 7i assigns a transaction number after you save the record.
Organization—Click to select the organization to which the transaction belongs if you use multi-organization security.
Class—Click to select the class of the return. The classes shown belong to the TRAN entity.
Purchase order—Click to select the purchase order that has not been completely filled. Datastream 7i completes the data in the middle and bottom sections based on purchase order information.
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To receive direct materials directly to work orders, choose COMPANY for From and EVENT for To. Datastream 7i automatically populates From and To and their adjacent fields based on the selected Purchase order. |
Req. filter—Enter the requisition number for which to display purchase orders in the Purchase order list of values. If you know the requisition number for which you have purchased materials to receive, you can enter the requisition number as a filter. Datastream 7i only displays purchase orders that contain line items associated with the specified requisition in the list of values for Purchase order.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.
After creating the header and obtaining a transaction number, specify exactly what materials were received.
Click the All lines tab. Datastream 7i displays the All lines page and displays a message asking whether you want to Retrieve parts.
Click OK. Datastream 7i retrieves the outstanding order lines.
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Datastream 7i provides two methods for retrieving outstanding order lines: automatic retrieval and manual retrieval. To retrieve outstanding order lines manually, click Cancel, and then click Retrieve parts on the All lines page. Datastream 7i retrieves the order lines. |
Datastream 7i displays one part line for all outstanding parts tracked by asset and the total quantity to be received for Quantity. If Quantity is greater than 1 for a part tracked by asset, click Asset lines, or click in Equipment to select the asset.
Quantity—Choose one of the following options:
If the number of parts ordered is the same as the number of parts received—Leave Quantity as is.
If you received fewer or more parts than you ordered—Enter the received quantity. If you receive only a partial order (e.g., you ordered 100 widgets and only 50 came in), receive the materials and apply the transaction against the purchase order. When the rest of the order comes in, apply a new transaction to close the purchase order. You cannot amend the first transaction.
Bin—Click to select the bin.
Lot—Click to select the lot.
Quantity scrapped—Enter the number of parts that could not be repaired if the purchase order is for external repairs.
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The sum of Quantity and Quantity scrapped cannot be greater than the Outstanding quantity. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.
When you are satisfied with the contents of the receipt transaction, change the transaction Status to R—Ready for printing and then to A—Approved/completed. You must save the transaction after each change of status to commit the status change to the database. Datastream 7i will not update the inventory records until the transaction has been approved.