Purchase Order Product Receipt, Document Output
Overview
Purchase Order Product Receipts are accessed from the Purchase Ledger module. Product receipt is the process of recording that products that were ordered have been received, so that the purchase order (PO) lines can then be processed for invoicing. In some cases, products go through preregistration, where additional information from the supplier is recorded before the products are received. When products arrive, they are first marked as Registered. The products might then go through additional processes, such as quality management, before they are finally marked as Received.
A typical purchase order which has been received is shown below:
Purchase Order Product Receipt Document Outputs can either be generated by SSRS (SQL Server Reporting Services) or by using Electronic Reporting (ER).
SSRS, Purchase Order Product Receipt Output Document
Print management setup allows the system to be configured to use the SSRS format. The report format dictates the SSRS report format.
Purchase Order Product Receipts can be configured to be:
- Sent to Print Archive
- Report rendered to screen
- Physically printed to a printer
- Saved to a file
- Emailed
A typical SSRS document layout output is shown below:
ER, Purchase Order Product Receipt Output Document
Print management setup allows the system to be configured to use the ER Excel format. The report format dictates the Excel report format.
The Purchase Order Product Receipt is available to select as the Report Format after it has been published to the ER Configuration
ER has it’s own Reporting Destination configuration which differs from the Print Management configuration for SSRS.
Purchase Order Product Receipts can be configured to be:
- Emailed
- Sent to the Print Archive
- Saved to a file
- Rendered to screen
- Sent to Power BI
Additionally, ER formats for Excel and Word can be automatically converted to PDF by enabling the “Convert to PDF” functionality through Feature Management
Once enabled the Office document is automatically converted to PDF
A typical Excel document layout output is shown below:
Enhancements to Document Outputs
The ER functionality for Configurable Business Documents allows your IT Team to develop changes to the report layout using familiar tools such as Microsoft Word and Microsoft Excel. The advantage of using ER using the office tools and configuration through ER allows document changes to be applied to any environment including Production without any downtime.
Otherwise, the document output can be developed using the X++ language by developing changes in Visual Studio and consequently deploying a Deployable Package to an environment through the normal release process.