SpendMap User Guide (v16.2)

Enable receipt entry (keep POs open until matched to Packing Slip)?

•Check this box to enable the Receiving Module, otherwise POs will be received automatically when they are processed.

•If you will be entering receipts for some POs but not others, you can use the auto receipts feature on an order-by-order basis, rather than disabling the entire module with this setting.

•Before you start processing receipts, please review Getting Started with Receiving.

Allow modification of account codes when receiving?

•Determines whether or not you can change the account code fields (G/L Account, Cost Center, Project, Job) that default from the PO when receiving individual line items in details mode.

Update item lead-time with actual delivery?

•Update the supplier’s lead time specified in the [SUPPLIER] Tab of the Item Master File based on the actual lead-time (difference between PO date and receipt date) when receipts are processed. This can help you keep your lead times accurate, which will ensure that the delivery dates that default on new POs will be realistic.

Adjust PO value for increase in PO quantity?

•This feature relates to invoice discrepancies.

•If you are using the Invoice Approval  Module and the invoice discrepancy feature, check this box to update (increase) the dollar value of POs when you receive more than the original PO quantity (using the “Override PO quantity and close” check-box on the Single Line Receipt Details Screen).

•Doing so will avoid potentially unnecessary invoice discrepancies since the supplier will be invoicing you for a higher dollar value than on the original PO (due to the higher quantity).

•However, if you want these invoices to cause a discrepancy, do NOT check this box and the PO value will remain as is.

View all PO line items when process imported receipts and invoices?

•This option affects what you will see when you select the [PROCESS] button in Process Imported Receipts and Process Imported Invoices.

•If enabled (), instead of being brought right to the Receipt/Invoice Line Item Details Screen, you will see a list of line items on the applicable PO where you can select a line item to match the receipt/invoice to. This allows you to confirm that you have the right line item in the context of all other lines on the PO.

Prohibit the entry of the same packing slip for the same PO line item

•This will prohibit the use of the same packing slip number more than once per PO line and location code, to help prevent the entry of duplicate receipts.

Enable Blanket Orders and Releases?

•Check this box to allow the creation of Blanket Orders and Releases, both of which are available but optional when using the Receiving Module.

•If you don't use Blanket Orders and Releases, disabling this option will eliminate certain menus and system prompts that don't apply to regular orders (ie. non-Blanket Orders).

Update item history comment for receipts with

•Determines what will show in the Comment Column for purchase transactions in View Item History and related reports.