Purchase order The purchase order associated with this transaction. For example, this may be the purchase order for the resource being received. See Also Release Number The release number for the order. APM automatically enters the next number in the sequence, and you cannot change it. See Also P.O. line The purchase order line for the resource that was purchased. See Also Purchase Type The type of purchase, from the purchase order line. See Also Supplier The number and name of the supplier who will be filling this order. Enter the supplier’s number or name, or click Browse to search for the appropriate supplier. See Also Resource The resource involved in the transaction. For example, it could be the inventory item being issued, an employee's trade on a timecard, or a supplier item being received. See Also Title The name or short description of this item. You can enter up to 250 characters. Unit The serialized inventory resource unit that is affected by the transaction. The list of units becomes available when a serialized resource is selected. See Also Quantity (Ordering UOM) The quantity of the purchase in the ordering unit of measure. See Also Ordering UOM The unit of measure that was used when ordering the purchased material. See Also New unit status The new status of the serialized resource unit that is affected by the transaction. The list of statuses becomes available when a serialized resource is selected. The list changes according to the transaction. See Also Unit status . Select the status for the new units. The list of statuses becomes available when a serialized resource is selected. The list changes according to the transaction. APM creates a new unit for each of the serialized items, with the status you select. Repeat the receipt transaction to receive items with a different status. See Also Required Quantity (Ordering UOM) The required quantity in the ordering unit of measure. APM automatically enters this information, and you cannot change it here. See Also Final receipt/Service complete Whether or not this is the final receipt for the purchase. If there are still more items to be received, or more time to be acknowledged for the service, clear this option on the transaction. If this option is selected, you will not be able to enter another transaction for this purchase order line. See Also Value The value of the transaction. See Also Picked by, Received by, or Recorded by The name of the employee who performed the transaction. For example, for an issue it is the person who issued (picked or delivered) the material. It is not necessarily the person who entered the transaction. For a time sheet, it is the name of the person who recorded the time worked. For a receiving document, it is the name of the person who received the material. If your organization includes multiple sites, the employee record and the transaction entry form must both be owned by the same site. See Also Transaction date and time The date and time of the transaction. APM automatically enters the current date based on your computer’s clock, but you can change this information if necessary. For timecards, enter the date that the work was performed. See Also Warehouse Inventory Group The warehouse inventory group where the resource is located. A warehouse inventory group specifies a group of items contained within a particular warehouse. Each warehouse can have one or more warehouse inventory groups. It is the warehouse inventory group that most users work with on a day-to-day basis. The name of the warehouse inventory group is made up of a combination of the warehouse name and the name of the linked inventory group. The inventory group allows you to indicate that the warehouse items are either owned by your organization or are consignment inventory. Each supplier with whom you have a consignment agreement has its own inventory group. For issue, transfer, and transfer receipt transactions, this is the inventory group from which the material was retrieved. If your organization includes multiple sites and the transaction is a warehouse issue, the warehouse inventory group and the resource transaction must be owned by the same site. For inventory return transactions, this is the warehouse inventory group to which material is returned. For purchase receipt transactions, this is the warehouse inventory group to which the material will be delivered for storage. For adjustment transactions, it is the warehouse inventory group in which the adjusted item is stored. See Also Packing slip The number of the packing slip related to this receipt transaction. See Also Transfer Comment Enter your comments related to this resource transfer transaction. You can enter up to 899 characters. See Also Comment Has Been Read Select this option to indicate that you have read the comments on this transaction. See Also Comment Type a comment up to 255 characters. See Also Display Comment When Receipt is Invoiced Select this option to display this comment on the invoice line when it is created. See Also
