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This report allows you to view the summary of the receipts at BU or OU or Warehouse level. Report Information.
Select the “Receipt Summary” link under the “INVReports” business component.
The “Receipt Summary” page appears.
Enter the following field details in the “Search Criteria” group box:
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Receipt Summary For |
Use the drop-down list box to select the level at which you want to view the receipt summary. The options available in the drop-down list box are “Warehouse”, “OU” and “BU”. The system displays “OU” as the default value on launch of the page.
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Note: Warehouse code is selected only if Warehouse option is chosen.
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Warehouse Code |
Use the drop-down list box to select the warehouse code. The system retrieves all the warehouses applicable for the login OU in ascending order with the first value as the default value on launch of the page. |
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Supplier Code From |
The starting code in the range of supplier codes by which you want to retrieve the receipt summary details. |
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Help facility available. |
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Supplier Code To |
The ending code in the range of supplier codes until which you want to retrieve the receipt summary details. |
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Help facility available. |
Enter the following details in Date Selection group box:
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Date Selection Option |
Use the drop-down list box to select the date selection option. The options available in the drop-down list box are “Any Date”, “Fin Period” and “Fin Year”. The system displays “Any Date” as the default value on launch of the page. |
Note: “Financial year” is specified only if “Fin Year” option is selected in the Date Selection Option field.
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Financial Year |
Use the drop-down list box to select the financial year. The system retrieves all the financial years defined for the company, which are on or before the system date from the “Accounting Setup” Component. The values are populated in ascending order with first value as the default value. The system displays the starting date and end date of the financial year in the date from and date to fields |
Note: “Financial Period” is specified only if “Fin Period” option is selected in the Date Selection Option field.
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Financial Period |
Use the drop-down list box to select the financial period. The system retrieves the financial periods defined for the financial year selected from the “Accounting Setup” Component. The financial period displayed must be on or before the system date. The values are populated in ascending order with first value as the default value. . The system displays the starting date and end date of the financial period in the date from and date to fields |
Note: “Date From” and “Date To” are user defined only if “Any Date” options is selected in the Date Selection Option field.
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Date From |
The starting range of date (Date Format). The date entered in Date From field must be less than or equal to the Date To field. |
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Date To |
The ending range of date (Date Format). Date To must be less than or equal to the system date. |
Enter the following details in Transaction Detail Selection group box:
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Transaction No. From |
The starting range of transaction number (Alphanumeric, 18). |
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Transaction No. To |
The ending range of transaction number (Alphanumeric, 18). |
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Received From Cost Center. |
Use the drop-down list box to select the cost center from where the receipt has happened. The system retrieves all the cost centers defined for the BU along with an “All” option |
Enter the following detail:
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All Receipt Types |
Check this box if you want to view “Receipt Summary report” for all Receipt types in the Receipt Type Selection group box. This check box is checked by default on launch of the page. |
Enter the following details in “Receipt Type Selection” group box:
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Production Receipt |
Check this box to view “Receipt Summary Report” for “Production Receipt” type alone. |
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Subcontract Receipt |
Check this box to view “Receipt Summary Report” for “Subcontract Receipt” type alone. |
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Maintenance Receipt |
Check this box to view “Receipt Summary Report” for “Maintenance Receipt” type alone. |
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Unplanned Receipt |
Check this box to view “Receipt Summary Report” for “Unplanned Receipt” type alone. |
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Purchase Receipt |
Check this box to view “Receipt Summary Report” for “Purchase Receipt” type alone. |
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Stock Transfer Receipt |
Check this box to view “Receipt Summary Report” for “Stock Transfer Receipt” type alone. |
For viewing the report
Click the “View Report” pushbutton to view the receipt summary report details.
The types of receipts are Production receipt, Maintenance Receipt, Purchase Receipt, Unplanned receipt and Stock Transfer Receipt.
Production receipt – Production receipt is used to record receipt of material into a warehouse from various production plants. Production order or work order is the reference document for the creation of the receipt transaction.
Maintenance receipt - Maintenance receipts record receipts of material into a warehouse from Maintenance points. Maintenance work order is the reference document for the creation of the receipt transaction.
Unplanned receipt - Unplanned receipt records receipt of material into the warehouse without reference documents.
Stock Transfer Receipt – Stock Transfer Receipt is raised automatically when the stock transfer order is issued in shipping.
Purchase receipt – The goods receipt in purchase function automatically fires the purchase receipt. Purchase order or Subcontract order is the reference document for purchase receipt.
This report allows you to view the receipt summary details such as receipt type, receipt document number, receipt date, received from, receipt value, reference document number and reference document type.
You can specify the level at which you want to view the receipt summary that is, OU, BU or Warehouse and other search conditions for viewing the report
You can select the receipt type for which you want to view the summary as production receipt, maintenance receipt, unplanned receipt, purchase receipt or stock transfer receipt.
Output For the Report “Receipt Summary”:
Header Information:
It displays the respective BU/OU/Warehouse, which was selected in the Entry page. It displays the Date From and Date to fields with specific dates based on the date selection option, which was chosen in the report. It also displays Cost center code, which was selected in the entry page in the “Received from Cost Center “. The base Currency and a Unique “Report ID “ are also shown
Column Information:
The column fields displayed are Receipt Type, Receipt Document No., Receipt Date, Receipt value, Received From, Reference Document No. and Reference document type. The information is grouped by warehouse and the respective warehouse codes will be displayed in the group header
- Type of Receipt either Production Receipt / Maintenance Receipt / Purchase Receipt / Sub contract Receipt / Unplanned Receipt / Stock Transfer Receipt will be displayed in the Receipt type column.
- Corresponding Transaction number will be displayed in Receipt document no. column.
- Date of receipt transaction will be displayed in the Receipt date column.
- Total value for the Receipt Qty for the specific document. will be displayed in the Receipt value column.
- The Organizational Unit from which the receipt has happened will be displayed in the Received From column.
- Respective Reference document no. for that transaction and the type of reference document will be displayed in the “Reference doc No.” and “Reference Doc type “ respectively. WOROR- Work order; SDINV – Supplier Direct Invoice; INV_PMRC – Production Receipt, GE – Goods Receipt (General),CT - Consignment, NR – Normal Receipt (GR), CL - Capital .
Footer Information:
The date and Time of running the report will be displayed at the bottom left side of the report.
Corresponding page number will be displayed at the bottom right side of the report.