On the Incoming items page you see all items of your supplier orders with their ordered and shipped quantity. From here you track what has already arrived and what is still expected, and if needed you can mark an item as fulfilled or deleted.
The supplier order process is followed by three item-level worklists, one after the other:
Each row of the list is one item of a supplier order. The Ordered quantity shows how much you ordered, and the Shipped quantity shows how much of it has arrived.
Click Main menu / Procurement / Supplier orders / Incoming items. At the top of the page you see the Actions, Search and View and layout tabs, and below them the table of items. The page opens on the Search tab by default; the image shows the Actions tab. The screenshots in this guide are from the Hungarian interface; in the image captions the Hungarian label is shown in brackets.
On the Search tab you can narrow the results by Partner company name, Document number, Product/Item number, Status (Draft, Closed, Cancellation, Fulfilled, Partially fulfilled), Currency and Pending delivery (yes / no). If you only want to see the items for which the full quantity has not arrived yet, set Pending delivery to yes. The Expand button opens more filters: the Document date period (from–to), Employee and Product manufacturer. You can also save the search, and the page then loads with the saved filters next time.
Click the row of the item in the table, then switch to the Actions tab. Three buttons are available:
The Fulfilled and Delete buttons are executed immediately, without a confirmation question, so when selecting make sure the right row is chosen. If no item is selected, the page shows a warning.
Under the table, the Related documents panel lists the further documents belonging to the selected item, with the columns Document number, Document date, Document type, Issuing employee and Action. If no document is related to the item, the panel shows the text The list is empty.
On the View and layout tab, the Oszlopok (columns), Sorok (rows) and Sorting buttons let you set which columns are visible, how many rows appear on a page and in what order. The names of the first two buttons are shown in Hungarian only.
If you want to review the items expected from a particular supplier, enter the name of the supplier in the Partner company name field and set Pending delivery to yes. This way one list shows what is still missing from that supplier.
Basic filters of the Search tab (none of them is required):
| Field / Element | Required | Description |
|---|---|---|
| Partner company name | The name, or part of the name, of the partner of the supplier order (the supplier). | |
| Document number | The identifier of the supplier order. | |
| Product/Item number | The product name or item number of the item. | |
| Status | Please choose, Draft, Closed, Cancellation, Fulfilled or Partially fulfilled. | |
| Currency | The currency of the supplier order. | |
| Pending delivery | Please choose, yes or no: with yes only the items whose shipped quantity is smaller than the ordered quantity are shown. |
Filters opened by the Expand button:
| Field / Element | Required | Description |
|---|---|---|
| Document date (from – to) | The period of the document date; the date can be selected from a calendar. | |
| Employee | The employee who issued the document; selectable from the drop-down list. | |
| Product manufacturer | The name of the manufacturer of the product. |
Columns of the table:
| Field / Column | Required | Description |
|---|---|---|
| Azonosító (identifier) | The internal identifier of the item. | |
| Supplier order | The identifier of the supplier order. | |
| Document date | The day and time the document was created. | |
| Name | The name of the item. | |
| Item number | The item number of the product. | |
| Ordered quantity | The quantity ordered from the supplier. | |
| Shipped quantity | The part of the ordered quantity that has arrived so far. | |
| Gyártó (manufacturer) | The manufacturer of the product. |
Buttons of the Actions tab:
| Field / Element | Required | Description |
|---|---|---|
| Open order | Opens the supplier order of the selected item in a new tab. | |
| Fulfilled | Puts the item into Fulfilled status; the shipped quantity becomes equal to the ordered quantity. | |
| Delete | Puts the item into Cancellation status and the shipped quantity becomes zero; there is no physical deletion. |
Columns, rows and sorting can be customized on the View and layout tab. The labels of the Oszlopok and Sorok buttons are in Hungarian in every language.
The list shows the items of supplier orders. If the item is still among the Items awaiting procurement, order it from the supplier first. Also check the filters, especially the value of Status and Pending delivery, because they can hide the row you are looking for.
Fulfilled shows that the item has been fulfilled: the shipped quantity becomes equal to the ordered quantity. Delete shows that the item does not have to be delivered: it goes into Cancellation status and the shipped quantity becomes zero. Neither physically deletes anything, and neither asks for confirmation.
On the Search tab set Pending delivery to yes, then click the Search button. The list then shows only the items whose Shipped quantity is smaller than the Ordered quantity.
The panel only shows rows if another document belongs to the selected item. If there is none, the text The list is empty appears, which is not an error.
The page is available at Main menu / Procurement / Supplier orders / Incoming items if the module is assigned to your user. If it is missing, ask the administrator of your company to check the module assignment of your user.
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