Searching for the required transactions

Use some or all of the following fields on the header of the form, as appropriate, to enter the criteria for the transaction you are searching for:

Note: You can clear the criteria you have entered by selecting Clear Screen from the Action menu.
  1. To access this form, first select Inventory Receipt Note Entry (IRE) from SunSystems. This displays the Inventory Receipt Note Entry form. From the Action menu select Generate Lines. The Receipt Note Search form is then displayed.
  2. Specify this information:
    Receipt Note Reference
    The reference of the receipt note that is to be created if references are not automatically generated.
    Supplier Code
    The supplier on the required transaction.
    Item Code
    The item code on the required transaction.
    Supplier Item Code
    The supplier item code on the required transaction.
    Transaction Reference From and To
    You can enter a range of transaction references to search for using these fields.
    Transaction Type
    You can select one or several of the following options. If you do not make a selection, all transaction types are returned in the search:
    • Purchase Order
    • Purchase Invoice
    • Movement Order.
    Note:  You cannot mix purchase and movement transactions within a single receipt note. Also, all lines within a receipt note must be for the same purchase or movement transaction type.
    Item Type
    You can select one or several of the following options. If you do not make a selection, all item types are returned in the search:
    • Goods
    • Service
    • Charge
    • Non-Inventory.
    Not Yet Due
    Check this check box if you want to search for transactions that have not yet reached their due by dates.
  3. When you have entered the required criteria, select Search from the Action menu. The results of the search are displayed in the grid.
  4. Specify this information:
    Process
    Check the check box in this column against the transaction that the items are to be received against. After you have checked all the required transactions, from the Action menu select Create Lines. This returns you to the Inventory Receipt Note Entry form where you can enter additional details for the receipt note. A new receipt note is created.
    Note: To select all the transactions shown in the grid, choose Select All from the Action menu.
    Quantity Received
    On this form, this field contains the quantity that is still to be received. If a different quantity has been received, this is entered on the Inventory Receipt Note Entry form once you have returned to that form.
    Original Demand Quantity
    The quantity on the original transaction.
    Unit of Measure
    The unit of measure that the quantity is held in.
    Transaction Definition Code
    The purchase or movement type setup code for the selected transaction.
    Transaction Reference Number
    The reference number of the original transaction.
    Line Number
    The number of the line on the original transaction.
    Item Code
    The item code.
    Description
    The description of the item.
    Supplier Code
    The supplier code.
    Transaction Type
    That is, purchase order, purchase invoice, or movement order.
  5. Save your changes.
Parent topic: Selecting the required transactions