Search Receiving Order
Required Permissions
- View Receiving Orders
- ability to search and view Receiving Orders
- Modify Receiving Orders
- ability to add, view, edit, cancel and close Receiving Orders
- View Reports
- ability to print and export Receiving Orders List Report
Search Receiving Order
- Go to Orders tab of the main menu.
- Select Receiving -> Search Order menu item.
The following window displaying Receiving Orders opens:
- Specify the necessary search criteria in Search Receiving Order frame:
The following optional filters can be applied:
| Filter | Comment |
|---|---|
| Number | |
| PO Number | |
| Site | Drop-down list of active Sites that you have access to. The necessary Site can be searched by the ellipsis button [...] as well. CoreIMS automatically prepopulates this field if you have a specified Default Site (please refer to Users section). |
| Company | Drop-down list of active Companies. The necessary Company can be searched by the ellipsis button [...] as well. |
| Owner | Drop-down list of active Companies marked as Owner. The necessary Company can be searched by the ellipsis button [...] as well. Visible only if Ownership mode is set up as Item level or Stock Level in System Settings. If you (your CoreIMS user) have a specified Owner (please refer to Users section), you will be able to search for Receiving Order(s) only of this Owner or without owner. |
| Order Type | Drop-down list of Order Types. |
| Status | Drop-down list of the predefined system values: New, In Process, Closed, Canceled. |
| Item | Drop-down list of active items. The necessary item can be searched by the ellipsis button [...] as well. Multiple Select is supported. |
| Order Date | You can specify the date range of Order Date for the Receiving Order(s) you are looking for. |
| Due Date | You can specify the date range of Due Date for the Receiving Order(s) you are looking for. |
| Complete Date | You can specify the date range when the Receiving Order(s) you are looking for was closed. |
| Shipping Order # | You can specify the number of Shipping Order to search for Receiving Order(s) that is involved in the cross-docking procedure with this Shipping Order. |
| Amount Ordered | You can specify the range of Amount for which the Receiving Order(s) you are looking for was ordered. |
| Amount Received | You can specify the range of Amount for which the Receiving Order(s) you are looking for was received. |
| Priority | Drop-down list of the predefined system values: Rush, Low, Medium, High. |
| Comment | |
| Address (Receive From) | CoreIMS automatically prepopulates this field if Default country is specified in System Settings. |
| Return | Check this flag if you want to search for Return Orders. |
| Custom Fields | If Receiving Order has any Active Custom Fields. |
CoreIMS allows you to do the following when searching:
1) search by the beginning or by any part of text fields;
2) set checkboxes to one of three states for searching;
3) hide/unhide search filters;
4) collapse/expand the filter area;
5) fasten/unfasten the filter area.
- Once you specify all necessary filter criteria, click Enter or Apply Filter button.
The results that satisfy the search criteria will be loaded to Receiving Orders frame:
If needed, reset previously specified filter criteria by clicking Reset Filter button.
You can also search for Receiving Orders created by you (your CoreIMS user) by clicking Display My Orders button:
- once you click Display My Orders button, it will be renamed to Display All Orders button - you can click it in order to display back orders created by all users.
Use navigation buttons
to switch the pages of the grid.
You can also customize the view of the grid and use Ctrl+F for searching.
View and Edit Receiving Order
You can view and, if needed, edit the necessary Receiving Order by double-clicking on it on the grid:
Edit Receiving Order window opens:
Please refer to Receiving Orders section to find out which operations are available for you from this screen.
Receiving Orders List Report
You can print or export Receiving Orders List report displaying the data from the grid on Search Receiving Order screen. To this end use Print or Export button accordingly.
Troubleshooting
1. The Order cannot be found.
Check if you specified the necessary search criteria.