Edit a receipt

Depending on the status of the receipt, everything, a part or nothing may be edited.

  • Only a receipt with the status IDLE or PLANNED can be fully edited.
  • A receipt with the status RELEASED or RECEIVED can be partially edited.
  • A receipt with the status COMPLETED or ABORTED cannot be edited.
  1. Choose Inbound Management > Receipts in the Navigation Pane.
  2. Select a receipt.
  3. Do one of the following:
    • Click Edit Receipt .
    • Right-click the receipt and choose Edit Receipt in the shortcut menu.
  4. Where applicable, in the option group Receipt Info, edit the following fields:
    FieldExplanation
    Description Enter the description of the receipt. A personal reference can be entered here. For example: an order form number.
    Expected Receipt Date

    If required, check to edit the expected receipt date. Next, click to select the expected receipt date. You can select an earlier as well as a later date.

    For example: If a receipt is processed later than expected, you can still enter the expected inbound date - even if it is in the past.
    Receipt Type

    In the drop-down menu make a choice between One Step Receipt, Two Step Receipt or Blind Receipt.

    For more information, see Receipts.

    A Blind Receipt cannot be changed to another receipt type. One Step Receipt and Two Step Receipt can be interchanged, but cannot be changed to the receipt type Blind Receipt.
  5. Do one of the following (not mandatory) in the option group Supplier Info:
    • In the field Supplier, enter the name of the supplier and press ENTER.
    • Click Select Supplier , select the supplier and click Finish.
    • Press ALT + S, select the supplier and click Finish.
  6. Do one of the following in the option group Carrier Info:
    • In the field Carrier, enter the name of the carrier and press ENTER.
    • Click Select Carrier , select the carrier and click Finish.
    • Press ALT + R, select the carrier and click Finish.
  7. Do one of the following in the option group Inbound Locations Info:
    • In the field Inbound Locations, enter the name of the inbound location and press ENTER. Repeat to add multiple inbound locations.
    • Click Select Inbound Location / Area , select the inbound location(s) and click Finish.
    • Press ALT + L, select the inbound location(s) and click Finish.
    In the dialog box Wizard Inbound Locations/Areas Selection, you can click the locations one by one and view whether the icon appears in the tab Open Receipts, Open Returns or Inventory. The icon indicates, for example, that there are still open receipts in the selected inbound location(s). Click the relevant tab to view the open receipts.
    • Use the arrows to set the sequence of the inbound locations.
    • To undo the assignment of an inbound location, select the inbound location and click Remove Inbound Location/ Area .
  8. Click Finish.