Receipts list

The receipts list shows every receiving document of the active warehouse. A receipt is the one document type for all receiving. An advance ship notice (ASN) is a receipt that has expected lines. There is no separate ASN screen.

How to open it

1. Sign in and select a warehouse. The list is not available in Enterprise mode.
2. In the left sidebar open Inbound.
3. Click Receipts.

The sidebar item is Inbound > Receipts (menu item receipt_list_menu, form receipt_list). The page opens in the main work area. The breadcrumb reads Dashboard > Receipts.

Caption: the receipts list with the toolbar and the Status column. Focus: 1 The Status column (Open, In progress, Closed). 2 The Close Receipt button, which acts on the one selected receipt.

What the screen has

Part	What it is
Toolbar	Seven buttons, described below.
Filter bar	More filters opens filters for the filterable columns.
Grid	One row per receipt, 50 rows per page. A check box at the start of each row selects it.
Columns	Shows or hides columns (18 of 19 are shown at first).
Views	Saves a set of filters and columns.

Click a receipt number, or anywhere on a row, to open the receipt. The receipt opens in the receipt screen.

Columns

The list reads from the API method list_receipt. Every column is read only.

Label	Column	Type	Filter	Notes
ID	id	Whole number	Number	Hidden. It is the row key.
Receipt #	receipt_number	Text	Text	The list is sorted by this column at first.
Owner	owner_id	Whole number	Number	Shows the owner code.
Status	status	Badge	Text	Shows Open, In progress, On hold, Closed or Cancelled. See Receipt statuses.
Type	receipt_type	Text	Text	Normal, CustomerReturn, InterFacilityTransfer, Sscc, CaseLevel.
Receipt Date	receipt_date	Date and time	Date
Expected Date	expected_receipt_date	Date and time	Date
PO	po_id	Whole number	none	See the note below.
RMA	rma	Text	none
Effective Date	effective_date	Date and time	Date
Arrival Date	arrival_date	Date and time	Date
Carrier	carrier_id	Whole number	none	Shows the owner code of the carrier.
Supplier	supplier_id	Whole number	none	Shows the owner code of the supplier.
Door	door	Text	none
Vehicle Plate	vehicle_plate	Text	none
Total Weight	total_weight	Number	none	Shown in the warehouse weight unit.
Total Volume	total_volume	Number	none	Shown in the warehouse volume unit.
Temperature	temperature	Number	none
Completion	completion	Text	Text	Pending, Partial, Full or Over. See Completion values.

The metadata has 10 filterable columns: ID, Receipt #, Owner, Status, Type, Receipt Date, Expected Date, Effective Date, Arrival Date, Completion. The screen counts them as +10 beside More filters.

The column PO is set up to show a purchase order number from a table called purchase_order. This product has no such table. The PO column therefore shows no number.

Not confirmed by code: what the PO column shows when a receipt has a PO id. To verify: open a receipt, type 5 in PO on the Header tab, save, and look at the list.

Toolbar buttons

The buttons are defined in the toolbar receipt_list_toolbar. Some buttons are grey when the selection does not fit. The grey text says why when you point at the button.

Button	Needs	What it does	Task page
New	Nothing	Opens a new empty receipt. The receipt number is filled in for you.	Creating a receipt
Delete	One or more rows	Deletes the selected receipts and all their unreceived lines.	Deleting receipts
Refresh	Nothing	Reads the list again.
Release Hold	One or more rows	Takes each selected receipt off hold.	Releasing a receipt from hold
Put on Hold	One or more rows	Opens the window Put Receipt on Hold and holds each selected receipt.	Putting a receipt on hold
Cancel Receipt	Exactly one row, status Open, InProgress or OnHold, completion Pending	Opens the window Cancel Receipt.	Cancelling a receipt
Close Receipt	Exactly one row, status Open, InProgress or OnHold	Opens the window Close Receipt.	Closing a receipt

The grey text of the conditional buttons is:

• Release Hold and Put on Hold: "Select at least one receipt".
• Cancel Receipt: "Select one receipt that is still open and has nothing received".
• Close Receipt: "Select one receipt that is not already closed or cancelled".

Source: the bindings of the toolbar items rcpt_lrh, rcpt_hold, rcpt_cancel, rcpt_close in crates/libs/wms-lib-sql/sql/wms-meta-ui/migrations/001_baseline.sql. The buttons follow the selection. The toolbar is redrawn each time you tick or untick a row (interaction int_receipt_list_selection).

Row actions

Action	Result
Click a row	Opens the receipt (interaction Interaction_ReceiptRowClick). The header is in the top part, the lines in the bottom part.
Tick the check box	Selects the row for the toolbar buttons. You can tick several rows.

Who can use it

Role	Open the list	New, Delete	Put on Hold, Release Hold, Cancel Receipt, Close Receipt
ADMIN	Yes	Yes	Yes
MANAGER	Yes	Yes	Yes
SUPERVISOR	Yes	No	No. The buttons are refused by default.
OPERATOR	Yes	Yes	No. The buttons are refused by default.
VIEWER	Yes (read only)	No	No

These are the defaults that the server writes at start-up. An administrator can change them. The full table, button by button, is on Who can do what.

What this screen affects

• Delete, Put on Hold, Release Hold, Cancel Receipt and Close Receipt change the status of the receipt and of its lines.
• A closed receipt sends events to subscribers (process.receipt.closed and process.receipt.ready_for_putaway).
• Stock is created by receiving, not by this list. See Receiving a line.

Related pages

• Receipt screen
• Creating a receipt
• Receipt statuses and transitions
• Who can do what
• API: list_receipt, count_receipt
• RF terminal: Receiving > Receive Against ASN finds an ASN with F2. See Receiving against an ASN.