Viewing Receipts

< Previous section  |  Table of Contents  |  Index  |  Next section >

The Receipt table viewer lets you examine shipment receipts. For example, if you want to create a new receipt or edit an existing one, you begin by opening the Receipt table viewer.

The Receipt table viewer window contains the following:

View section: Shows the list of current receipts.

Entry Date: Click this heading to sort the list by receipt date. Click again to reverse the order (from ascending to descending or vice versa).

Purchase Order: Click this heading to sort the list by purchase order number. Click again to reverse the order.

Purchase Order Vendor: Click this heading to sort the list by vendor. Click again to reverse the order.

Waybill: Click this heading to sort the list by waybill number. Click again to reverse the order.

Description: Click this heading to sort the list by description. Click again to reverse the order.

Total Receive: Click this heading to sort the list by the total cost of what was received. Click again to reverse the order.

Apply Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.

Details section: Lists basic information about the selected receipt.

Receipt Activity section: Lists the items or services received on the selected receipt.

New Receipt: Opens a window to create a new receipt. Fields in the new receipt will either be blank or assigned default values (as specified in the Defaults for Receipts section).

: This drop-down button offers several possible actions:

Edit: Opens an editor window to let you edit the selected record.

View: Opens an editor window where you can examine the selected record.

: Deletes the receipt that's currently selected.

: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The button has an accompanying drop-down list containing the following:

Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.

Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.

: Updates the list to reflect any recent changes.

Defaults for Receipts section: Shows any defaults to be used when creating new receipts.

Edit Defaults: Opens a window to let you change the displayed default values.

: Updates the list to reflect any recent changes.

For more on receipts, see Receipts. For more on creating and editing receipts, see Editing Receipts. For more on purchase orders, see Purchase Orders. For more on table viewers in general, see Using Table Viewers.

< Previous section  |  Table of Contents  |  Index  |  Next section >