A client is a heavy duty PO user, and their PO's have hundreds of line items. Often a receipt spans multiple PO's. When a receipt comes in, it takes them hours to enter.

They are looking at using the Import | Receipts function as a substitute. At first blush, I can see that it doesn't provide for combining multiple PO's into one receipt, and they are willing to compromise on that. But it does require that the detail line number field be there, and the only surefire way to get that is to export the PO and use the export file as a starting point to create the import file. But there is no way to export a PO.

They are thinking about the possibility of ignoring the PO itself, and importing the receipt as a quick receipt, and then cleaning up the PO. This is not great, but it's the only I can think of to import a receipt without knowing the line number for each detail.

It would be nice if the line number was an optional field, and if it isn't used, to match based on the item number. I realize the same item might appear more than once on a PO, but really, what's the difference which one is selected, so long as over-receipts are permitted.

Also, it would be nice if you could zero out "on backorder" quantities for all items on a PO without having to "complete" it. That way it would be easy to clean up a PO and leave only a few items on backorder.

Does anyone have any better suggestions?

Thanks

Steve

Steve:

Even with hundred's of lines the fastest way to receive is to Receive All and then edit back out the backorders rather than receiving one line at a time.

I'd need to do some research but I think you can import one receipt for multiple PO's.

To get the import spreadsheet you will need GV, which can also give you the Line number.

Not sure how this would save any time as they would still need to enter the quantity received for each line.

A better solution might be to go for a Warehouse Management System add-on, Lenmax or Link2.

Hi Doug

Receiving All doesn't work for them because they are also changing the cost at the same time - what I didn't mention is that they are actually receiving from an invoice, not from a delivery note.

Have you seen the format for importing a receipt? I don't see how GridView can create a file in that format. There are H sections, R sections, M sections, etc.

Steve

Steve:

Sorry, forgot to mention that after they finish updating quantities received and costs in the spreadsheet they will need to run it through a VBA macro to create the import file layout. I don't think anyone would want to update the quantity received or costs in a spreadsheet already laid out in the import file format.