Approve Release Slip

This page allows you to approve the details of the release slip. Tell me more...

Select the “Authorize Release Slip” link at the top of the “Select Release Slip” page.

The “Approve Release Slip” page appears.

The system displays the status of the release slip.

The system displays the following in the header:

Work Flow Status

The status of the document as per Work flow Applicability. The Work flow status will be visible only if "Workflow Applicability" for the transaction is set to Yes in Company Parameter Setup component.

The system displays the following in the “Release Slip Details” group box:

Release Slip No.	Unique identification number of the Release Slip with which it is referred.
Amendment No.	Unique identification number of the Amendment document. The Amendment document is created whenever any modifications are done to the approved document.

Enter the following:

Approval Date

The date on which the document was approved. (Date Format).

The system displays the following:

Release Slip Date	The Date in which the Release Slip document was created. (Date Format). Mandatory.
Folder	Use the drop down list box to select the folder in which the release slip documents are present.
Contract Type	The type of the contract is displayed.
Blanket PO No.	The Unique identification number of the BPO.
Blanket PO Date	The Date of creation of the BPO.
Type	The type of the Release Slip is displayed in this field.
Supplier Code	Code or identification number of the supplier.
Name	Name of the Supplier associated with the supplier code.

Enter the following:

Hold

Check this box if you want this release slip to be put in hold.

The System displays the following:

Buyer	Use the drop down list box to select the code or identifier of the buyer.
Blanket PO Created At	The name of the OU in which the Blanket PO was created is displayed.
Rate Control	The system displays “Yes” or “No” in this field stating that whether rate control is needed or not.

Enter the following:

Remarks

You can enter valid comments about the release slip in this field.

The System displays the following in the “Release Slip Amount Details” group box:

Release Slip Value	The total value of the release slip document is displayed.
Additional Charges	The additional charges incurred for the item is displayed.
Total Value	The total value of the items mentioned in the release slip is displayed.
Currency	The currency in which the value of the release slip is specified is displayed.
Exchange Rate	The Exchange Rate in which the release slip value is calculated is displayed.
Base Currency Value	The Release Slip value calculated in base currency is displayed.

Enter the following in the “Default Entries” group box:

Receipt At	Use the drop-down list box to select the receiving OU of the Line Item. .
Need Date	The Date on which the Item is needed. . (Date Format). Mandatory.
Warehouse Code	Code or identifier of the warehouse where the items are stored.
	Help Facility Available
Accounting Unit	Use the drop down list box to select the financial book associated with the release slip.
CC Usage	Use the drop-down list box to select the user-defined name, which actually points to a Cost Center. The Cost Center for which the items in the release slip has been ordered. In case of Service Item, Adhoc Item CC Usage needs to be specified.
Account Usage	Use the drop-down list box to specify the Account Usage, which is used to get an account code from ARD component (Account Rule Definition). Specifying a AC Usage is mandatory in case the line item is a Non-Stockable item.
Analysis Code	Code/Identifier that is mapped to the account code that is used for analysis purposes. . (Alphanumeric, 5).
	Help Facility Available
Sub Analysis Code	Code/Identifier that is mapped to the analysis-code that is used for analysis purpose. . (Alphanumeric, 5).
Budget ID	Unique identifier for a particular budget associated with the release slip line Items. (Alphanumeric, 6).
	Help facility available.
Proposal No.	Unique identifier created for the capital items stating the cost assigned for it. When a purchase is made, the proposal id is specified thereby helping the purchase division to know the assigned amount for the capital item for that proposal ID. (Alphanumeric, 18).
	Help Facility Available
Customer Code	Code or identification number of the customer. (Alphanumeric, 18).
	Help Facility Available
Drop Ship ID	Unique identification number of the drop ship address details where the items are directly delivered to the customer’s place. (Alphanumeric, 16).
	Help Facility Available

Enter the following in the “Item Details” multiline:

Blanket PO Line No.	The Unique identification number of the line which represents an item in the BPO.
	Help Facility Available

The System displays the following:

Item Code	The code of the item requested by the customer. This appears as a hyperlink and can be accessed to view item related details.
Variant	Variant code is associated with the Item code present in the activity. (Alphanumeric, 4). An item may or may not have a Variant.
Description	Description stating the name of the item code or the item code and variant. In case of Adhoc Item only description is specified without item code and variant.
Blanket PO Balance Qty	The balance quantity, which has to be delivered to the customer, is displayed.

Enter the following:

Quantity

The Quantity ordered for the line item is entered in this field.

The System displays the following,

UOM

The Unit Of Measure in which the customer wishes to purchase the goods from his supplier. This appears as a hyperlink and can be accessed to view Unit Of Measure related details.

Enter the following:

Cost	The Actual cost of the item for making a purchase.
Cost Per	The Basic unit of the UOM specified in which the purchase quantity is measured.
Receipt At	Use the drop down list box to select the name of the place where the customer receives the goods. This field will be filled automatically if the “default entries” push button is accessed.
Warehouse Code	Unique code/identifier of the Warehouse where the items are stored before consumption. This field will be filled automatically if the “default entries” push button is accessed.
	Help Facility Available
Schedule Type	Use the drop-down list box to select the Schedule Type. It can be “Single” or “Staggered”. If Single schedule type is selected, it would instruct the supplier to deliver the items all at a time. If it is Staggered schedule type, the line item quantity is divided in to part deliveries.
Need Date	The Date in which the buyer needs the items. (Date Format). The Need date is filled with a date only when the Schedule type is “Single”. If the Schedule type is “Staggered”, then the need date would be filled in the Schedule Type page where multiple delivery dates are assigned for a particular item. This field will be filled automatically if the “default entries” task is executed.
Accounting Unit	The Financial Book also known as Accounting Unit. There are various financial books available within the Buyers organization. He specifies a particular Financial Book for all the purchase payment related details. The Supplier can also raise payment related documents to that particular financial book also called as Accounting unit. This field will be filled automatically if the “default entries” push button is accessed.

The System displays the following:

Basic Value	The Basic value of the purchased product based on the Quantity, cost and Per ratio.
	Basic Value = (Quantity * Cost / Per)
Total Value	The actual amount to be paid to the supplier for the items.
Drawing Revision No.	Unique identification number is provided to the revisions or modifications done to the drawing depicting the appearance of the line item.
Adhoc Item Class	Use the drop-down list box to select the Adhoc Items from the list.

Enter the following:

Ref Doc Type	The type of the reference document is entered in this field.
Ref Doc No.	Unique identification number of a reference document is mentioned in this field. The Reference documents can be of any external document from which certain references are taken regarding the items.
Ref Doc Line No.	Unique identification line number present in that reference document is mentioned.

The System displays the following:

Rate Tolerance +Ve	The rate tolerance percentage is displayed in this field.
Project OU	The organization unit in which the project is defined.
Project Code	The unique code identifying the project associated with purchase release slip.
Project Description	The detailed description of the project associated with purchase release slip.
WBS ID	A unique code identifying the work breakdown structure of the item.
Task Code	The task code mapped to the purchase release slip.
Task Desc.	The detailed description of the task code.

Enter the following:

Remarks

The Buyer can key in his comments through which he can convey certain information that are related to him or to the purchase. Additional information can be provided in this field.

Click the “Default Blanket PO Line Item” pushbutton to default the line items of the selected Blanket PO in to the “Item Details” multiline.

Click the “Approve Release Slip” pushbutton to approve the details of the release slip or “Return Release Slip” push button to return the release slip.
Click the “Print” pushbutton to print the Purchase Release Slip document.

To proceed, carry out the following

Select the “Item Details” link at the bottom of the page to view the information pertained to the item information.

Select the “UOM Details” link at the bottom of the page to view the complete details about the selected unit of measure.

Select the “Specify Schedule & Distribution” link at the bottom of the page to state the information regarding the Schedules and about the distribution process.

Select the “Define Terms & Conditions” link at the bottom of the page, to state the terms and conditions pertaining to the items specified.

Select the “Specify TCD Details” link to state the information regarding Taxes, Charges, and Discounts.

Select the “Specify Budget Details” link to state the budget oriented details.

Select the “Specify Dropship Address” link to state the buyer’s address to which the goods are directly supplied when the Purchase Order type is Dropship.

Select the “Cover Release Slip for PR” link to state the coverage details of the items specified in the Purchase Request.

Select the “Cover Release Slip for Sale Order” link to state the coverage details of the items specified in the Sale Order.

Select the “Specify Quality Attributes” link to state the quality attributes of the items.

Select the “Attach Notes” link to attach a small note stating some additional information for particular line information or the business document.

Select the “Tax Calculation - Summary” link to specify the tax details.

Select the “Blanket PO Details” link to view the details of the BPO attached to the release slip.

Select the “Supplier Details” link to view the details of the supplier for whom the Release Slip is created.

Select the “Budget Details” link to view the details of the buyer to show the amount assigned for the purchase of the Item groups. The items are grouped with a unique code and the amount spent for the purchase of certain item groups are listed in that page.

Select the “Proposal Details” link to view the capitalizable items and their details.

Select the “Warehouse Details” link to view the warehouse related details.

Select the “View Disposition Review” link to view the planning done for the items.

Select the “View Earliest Available Date” link to view the earliest date in which the goods are available.

Select the “View Free Stock Details” link to view the items that are not related to any demand and are free to be delivered to the buyers. The Free Stock quantity is kept apart for any urgent requirement of the items. The information regarding the items is supplied and the Free Stock quantity available for those items can be found.

Select the “View Stock Status Review - OU” link to view the stock status in the different organizational units present under an Organization structure.

Select the “View Stock Status Review – WH wise” link to view the stock status in various warehouses.
Select the "Operational Checklist" link to record the check list required for the purchase release slip.

Created By	The Name of the person who created the release slip document.
Created Date	The Date of the creation of the release slip document.
Last Modified By	The name of the person who recently modified the release slip document.
Last Modified Date	The date on which the last modification was made.

Approve Release Slip - An Overview

The information in this screen is categorized as Release Slip Details, Release Slip Amount Details, and Item Details. Only three fields can be updated in the release slip details and they are approval date, hold, and remarks field. All the fields in the release slip amount details information tab appear as read only. You can enter values in the multiline and the default entries tab can be used to fill in values to all the line items in the multiline. The “Default Blanket PO Line Item” push button can be accessed to list the line items present in the blanket purchase order to the multiline. You can access the “Approve Release Slip” push button to approve the details of the release slip. The “Return” push button can be used to return the details of the release slip. The “Print” push button can be accessed to print the release slip document.