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Overview
This screen represents the acceptance/rejection of goods or services that were requested in a Purchase Order or received in a G/S Received Note. Partial acceptance is allowed for both goods and services, it is important to note that the user cannot accept goods or services that are not part of a previously obligated Purchase Order.
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Receive / Return Notes
Field | Description |
Goods/Services Received Note ID | The unique identification code of the Return and Receive Note. |
| Workflow Status | The following are the defaulted states: Created, Approved, and the default status is Created. However, more states can be customized according as part of the Workflow Process Configuration. |
Note Type | Choices include Receive and Return. |
G/S Receive Note Reference | If the Note Type has been set to Return, this is the reference to the Goods/Services Received Note. If the Note Type has been set to Receive, only G/S Received Notes can be referenced. |
| Receipt Type | Refers to Receipt Type ID of Receipt Type of the Receive Note |
| Purchase Order | Indicates the Purchase Order ID that will be defaulted for each item in the Goods/Services Received/Rejected Note Details. |
| Fiscal Year | Fiscal Year when this Goods/Services Received Note was created. Automatically assigned by the system. |
| Fiscal Period | Fiscal Period when this Goods/Services Received Note was created. Automatically assigned by the system. |
| Receive/Return Date | Automatically populated current date by the system, user can change it. It is the date when the goods or services were actually received or returned. |
Issue Date | Date and Time when this Goods/Services Received Note was created. Automatically assigned by the system. |
Loan Period Begin Date | The date is (or was) scheduled to begin for the period covered by a loan. If attribute 'Receipt Type' value has attribute 'Require Term Dates' value equals to 'True', then system ask for this value. |
Loan Period End Date | The date is (or was) scheduled to end for the period covered by a loan. It should be greater than Loan Period Begin Date. If attribute 'Receipt Type' value has attribute 'Require Term Dates' value equals to 'True', then system ask for this value. |
Item Type | Specifies if this value has been created for receiving goods or services. Possible values are: Goods and Services, and the default value is Goods. The system cannot allow both Goods and Services within the same Goods/Services Received Note. This is needed due to receiving purposes, since Services are accepted by the Institution Unit that requested them and Goods are received by a Warehouse. |
| All Details are related to EV | This attribute refers that all the Good Receive Return Note Detailed of the GRN is linked to EV. Hidden attribute, automatically updated by the system when Note type is equal to ¨Receive ¨. |
| Default Purchase Order ID | This attribute used to define the default Purchase Order ID that will be defaulted for each item in the Goods/Services Received/Rejected Note Details. |
| PO uses Multi Coding Block | When the PO selected in the Default Purchase Order ID Uses Multi Coding Blocks by Item, the this field is visible and is used to defines the PO uses Multi Coding Block. |
Receiving/Returning Institution | For the case of goods, this is the warehouse responsible of receiving/returning the goods. When the warehouse selected is intended for Inventory Items storage, only the system will allow Inventory Item details, and the same applies for Fixed Assets. This value will be read only when the Note Type is selected as Return, as the system will copy this value from the referenced G/S Received Note listed in the G/S Receive Note Reference. When the Note Type is selected as Services, this value will reference the Institution Unit that requested the contracted service. |
Receiving/Returning Responsible | This is the employee that accepts/rejects the goods or services. If the user that is entering the Goods/Services Received Note information has an employee, this value will be inferred by the system and cannot be modified. Otherwise, the user should select from a list of the available employees. |
| Responsible Employee | Employee ID of Receiving/Returning Responsible employee. |
Vendor | The companies that sell products or services to the company that you work for. |
| Vendor Reference | It can be reference to document delivered by Vendor. |
| Vendor Document Date | Indicates date of the document received from a vendor. |
Carrier | The carrier that was used for this delivery (From the Vendor to the Institution of Receiving/Returning). |
Packages Received/Returned | The number of packages received/returned depending on the Note Type value. |
| Source | System populated read-only field to show the source of the GSRN. Possible values are Manual and Contract Management. |
| Created By | Indicates who created the GSRN. |
| Creation Date | Indicates the GSRN creation date. Auto updated by the system. |
| Approved By | Indicates who approved the GSRN. |
| Approval Date | Indicates the GSRN approval date. Auto updated by the system. |
Language | Country specific language used for remarks. |
Remarks | Additional notes or comments regarding the Goods/Services Received Note. |