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Receipt screen field descriptions

General Receipt Information (In the top section of the screen)

Receipt date

The date of record for the receipt. Requires proper formatting (mm/dd/yyyy).

Use as item receipt date

If checked, instructs SmartTurn to use the date selected in the Receipt date field as the Item receipt date for each item on this receipt. If left unchecked, the Item receipt date remains null (users can Edit a receipt line item to change the Item receipt date on an individual item). Regardless of whether the Item receipt date is inherited from the receipt, or null, users can edit the Item receipt date in any individual item record in inventory.

Due date

The date the receipt is/was due to be received. For reference only; setting this date does not automate any functions.

Scheduled receipt date

The date the receipt is planned to be received in.

Assigned To

The employee who is tasked with completing this receipt.

Priority

The priority for the receipt.

This field is sorted in lexicographical order, so note that in order to have priority "1" documents listed first, you should enter "01" in this field.

Received by

The user who received the goods.

Vendor

The vendor the goods were from.

The Code of the business affiliate is listed when viewing the receipt.

Owner

Often used for 3PL (3rd Party Logistics) operations to specify the owner of the items on the Receipt. Enter only if applicable. Type in a full or partial name to lookup an owner from your company's business affiliates. More info...

If you enter an Owner on the receipt, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to the Owner on the receipt, and all of the receipt items must have an item master Owner that is either not set or is set to the Owner on the receipt.

The Code of the business affiliate is listed when viewing the receipt.

Broker

If applicable, the third-party agent or intermediary responsible for conducting transactions and services on your company's behalf or on behalf of the owner of the items on this Receipt. More info...

The Code of the business affiliate is listed when viewing the receipt.

Carrier

The carrier providing inbound transportation logistics services for this Receipt. More info...

The Code of the business affiliate is listed when viewing the receipt.

Receipt #

The unique identifier for the receipt created by SmartTurn.

Warehouse

The warehouse receiving the goods.

Date created

Date the receipt record was created.

Created by

The user who created the receipt.

Date received

Date the receipt was received in SmartTurn. If the receipt status is Saved (instead of Shipped), the field is blank.

Status

The state of the receipt. Values include:

  • Saved - This state indicates the receipt has been created. From this status you can edit, receive, or cancel the shipment.
  • Closed - This state indicates that the receipt has received. No more actions can be taken on the receipt.
  • Cancelled - This state indicates that the receipt has been cancelled. No more actions can be taken on the receipt.

 

Receipt Details Tab

Shipment reference

The vendor's shipment reference number.

Container #

The ID for the container that delivered the received items.

Dock #

The number for the dock where the received items were unloaded.

Bill of lading

The number for the shipping list generated by the party shipping the goods to the warehouse.

Billing Tab

General Billing Information

The Billing Tab is only present if this document has an Owner specified in the header.

Billing Status

The status of the billing section: Saved, Closed, or Cancelled.

Total Billable Amount

The total amount to bill the Owner. The sum of the Totals of each line in the Billing Lines table.

Billing Lines table

Line #

The system generated line number for the billing line.

Charge Type

The name of the charge type.

General Ledger Code

The general ledger account number associated with the charge type.

Billing Basis

The Billing Basis answers the question: "How should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).

Computed Qty

The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)

Qty

The actual amount to bill, including the unit of measure for billing lines with Billing Basis of per Unit of Measure. (The Total for the line is calculated as Qty multiplied by Rate.)

Description

A description of what is being billed, such as you might place on an invoice. Optional.

Rate

The unit amount to charge.

Total

The total for the line, calculated as Qty multiplied by Rate.

 

 

 

Comments Tab

Comments

Optional comments regarding the receipt. Limit 200 characters.

History Tab

Date

Date the receipt was modified.

User

User who made the change.

Event

The type of activity: Create, Edit, Cancelled, etc.

Receipt Items table

Line #

The system generated line number for the receipt.

Item #

The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.

Description

The description of the item # from the item master.

Lot #

The lot number assigned to the item. The value comes from the purchase order, if any, but can be edited here.

License #

The license number assigned to the item.

Serial #

The serial number assigned to the item.

Product ID

The ID the vendor has assigned to the item.

Ordered qty

The amount ordered for the purchase order received. (This field is only visible when receiving off a purchase order.)

Received qty

The amount being received on this receipt.

Maximum Available Qty

The maximum amount that the Received qty can be without over-receiving the order.

For example, if the purchase order calls for 10 boxes of light bulbs to be received, and you already received 6 boxes on another receipt, then the Maximum Available Qty is 4 boxes.

This field is only available if you customize the page.

Expire date

For perishable goods: the expiration date associated with an inventory item. For reference only: The SmartTurn system will not alert or prompt you when the date passes. The system also does not prevent you from assigning an expiration date in the past or far into the future. Format is mm/dd/yyyy.

Items on the receipt that are Expiration Date Controlled cannot be received without an Expire date.

Dim Wt

The total dimensional weight of the line item. The default value is taken from the purchase order, if there is one, or calculated from the item master and Received qty, if there is not. You can edit it here if needed.

This field is only available if you customize the page.

Cube

The total cube or volume of the line item. The default value is taken from the purchase order, if there is one, or calculated from the item master and Received qty, if there is not. You can edit it here if needed.

This field is only available if you customize the page.

Pallets

The total number of pallets of this line item. The default value is taken from the purchase order, if there is one, or calculated from the item master and Received qty, if there is not. You can edit it here if needed.

This field is only available if you customize the page.

Pallets Filled

The total number of pallets filled by this line item, The default value is take from the purchase order, if there is one, or calculated from the item master and the Received qty, if there is not. This field is different from Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled, but 2 Pallets.

This field is only available if you customize the page.

Pallet Packing Ratio

The amount of inventory on this line item divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are: the Pallet Packing Ratio is 1.0 only when all pallets are completely full. For example, if 10 cs fit on one pallet and you have 15 cs and 2 Pallets, then the Pallet Packing Ratio is (15 / (10 * 2)) = (15 / 20) = 0.75.

This field is only available if you customize the page.

Putaway Unit

The unit of measure in which the inventory item is stored. More info...

This field is only available if you customize the page.

Putaway Dim Wt

The total dimensional weight of the inventory item when it is stored.

This field is only available if you customize the page.

Putaway Cube

The total cube or volume of the inventory item when it is stored.

This field is only available if you customize the page.

Putaway Pallets

The total number of pallets on which the inventory item will be stored (if the inventory is not consolidated with any other existing, identical inventory items).

This field is only available if you customize the page.

Putaway Pallets Filled

The total number of pallets filled by this inventory item. This quantity is different from Putaway Pallets only when you have some partial pallets. For example, if 10 cs fit on one pallet and you have 15 cs, then you have 1.5 Pallets Filled but 2 Pallets.

This field is only available if you customize the page.

Putaway Pallet Packing Ratio

The amount of inventory being put away divided by the possible quantity given the number of pallets. It is a measure of how full the pallets are.

This field is only available if you customize the page.

Location

The location where the item is put away upon receipt. If you key in this value, SmartTurn provides auto-complete suggestions for only those locations that have unused capacity. Similarly, if you choose the Put to Same Loc option, the Location finder screen displays only locations with unused capacity.

Totals

Total weight

The total weight of the items on the receipt. The weight is listed separately for each different weight unit of measure for the items listed. For instance, if the item masters for all items listed use pounds as the weight unit of measure, Total weight is displayed in pounds. If some item masters use pounds and some use ounces, Total weight is displayed partly in pounds and partly in ounces.

Total qty

The total quantity of the items on the receipt. The quantity is listed separately for each unit of measure on the receipt.

Additional Receipt Items fields (In the detail screen if you check the box and then view or edit the line item)

Group

The Item Master Group to which this item belongs. This is an optional classification of item masters created by the administrator. The default group is "All". (If the group is "All" it usually means that your company has not assigned an item master group to this inventory's item master.)

Details

Miscellaneous details about the item.

PO Number/Line

The purchase order number and the corresponding line item (row) of the purchase order on which this item appeared.

Owner reference

The reference field the owner of this item uses for tracking purposes.

Customer ref #

The reference field the customer of this item uses for tracking purposes.

Condition

The condition of the item. Values are: Damage, Excellent, Fair, Good, Poor, Unknown.

See Also

Receipts

Viewing receipts

Viewing a list of receipt items across all receipts

Viewing expected receipts

Receiving a purchase order

Creating a blind receipt

Saving a receipt

Editing saved receipts

Cancelling a receipt

Importing receipt item data

Exporting a receipt to a spreadsheet

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