Running the Stock Receipts Report

The Stock Receipts Report provides a detailed list of the items that have been received via purchase orders into one or more branches of the company for a designated time period. Run this report for a one-day period as a review tool to see what came in that day.

Your authorization level on the POE.ALLOWED authorization key determines if you can view, edit, or create new orders from the Stock Receipts program.

For example, a purchasing manager may run a Stock Receipts report to reconcile a set of overdue purchase orders.

To run the Stock Receipts report:

  1. From the Purch > Reports, select Stock Receipts, to display the P/O Receiver Report criteria screen.

  2. In the Br/Tr/All field, enter the branch or territory to include on the report. Type ALL to include all branches and territories.

  3. In the Start Date field, enter the beginning date to include on the report. You can enter a calendar date or a variable date. Press F10 to display a calendar from which to select a date.

  4. In the End Date field, enter the ending date to include on the report. The system populates this field with the date in the Start Date field. You can enter a calendar date or a variable date. Press F10 to display a calendar from which to select a date.

  5. In the Batch field, enter the batch number if stock receipts are entered into the system in batches. The system populates this field with ALL.

Note: Batch loading of stock receipts is not often used because most information is processed in real time.

  1. In the Vendor field, enter a vendor name to include only receipts from a specific vendor. If left blank, the report includes receipts from all vendors.

  2. In the Unreconciled Only field, indicate whether to include items that have not been reconciled against an invoice that has been received in accounts payable.

  3. Y – Lists all stock receipts on the report.

  4. N – Does not include any stock receipts on the report.

  1. In the Purch or Recv Branch field, indicate the branch types for which you are running the report. Press F10 to select Purchasing or Receiving.

  2. In the Unit of Measure Display field, indicate how the report should show the cost associated with each unit of measure (UOM). Press F10 and select one of the following:

  3. Lowest – Displays the lowest to highest UOM.

  4. Ordered – Displays the items in the order they were processed.

  1. Set options, if needed, and generate the report.

  2. Press Esc to return to the main menu.

See Also:

Purchasing Reports Overview