Line Items
Line Items Listing
From the Line Items Listing, users can see all the items for all the created Purchase GRNs. The Purchase GRN Tab provides a visualization from the Hdr level, and the Line Items Tab offers a visualization from the Line level. By searching with the Purchase GRN No, users can see the number of items that have been received under any particular Purchase GRN. Essentially, it works like a report for all the created Purchase GRNs.
Line Items Edit
Line Items Listing - Item Details Tab
Main Details: Users can edit the item that they have selected. Number fields such as Unit Price, Quantity Base, etc., are editable and will affect other fields automatically.
Delivery Instruction: In the Delivery Instruction section, users can add instructions and set the delivery date. In the Delivery Message Card, users can add a message with the sender and receiver.
Copied From
Copied To
Doc Link
The Doc Link Tab displays from where this Purchase GRN document has been copied (e.g., Purchase Requisition, Purchase Quotation, etc.) and where this Purchase GRN has been used after creation (e.g., Purchase Invoice). Essentially, the Doc Link Tab visualizes the Purchase GRN document flow to other systems.
Line Items Listing - Serial Number Tab
There are several types of items in the Doc Item Maintenance Applet. Those that contain inventory are basic items. Basic items have serial numbers, batches, batch expiry dates, etc. While receiving the basic item, items can be scanned one by one to update the GRN. Serial numbers can either be scanned or imported altogether. In the case of small businesses, it’s only possible to scan one by one.
Line Items Listing - Costing Details Tab
The Costing Details Tab shows all the costing details about the selected item:
Company Code
Location Code
Quantity
Moving Average Unit Cost
FIFO Unit Cost
Manual Unit Cost
Last Purchase Unit Cost
Line Items Listing - Pricing Details Tab
The Pricing Details Tab shows all the pricing details:
Pricing Scheme Code
Pricing Schema Name
Purchase Unit Price
Modified Date
A new page of “Edit Pricing Details” will be displayed on the right side when one of the pricing details is clicked, and the changes can be saved by clicking the Add button.
Line Items Listing - Issue Link Tab
The Issue Link Tab shows the list of linked issues, including Project, Issue Number, Issue Summary, Issue Description, Assignee, and so on. A new Edit Issue Page will be displayed on the right side when one of the issue links is clicked.
Details: Drop-down fields like Project, Issue Type, Assignee, Reporter, Summary, Description, Parent, and Created Date are selectable.
Planning: Fields such as Target Start Date, Target End Date, Actual Start Date, Actual End Date, Calculated Start Date, Calculated End Date, Baseline Start Date, Baseline End Date, Billing Currency, Billing Amount, Cost Currency, Cost Amount, Story Point, Manday Target, Manday Allocated, and Manday Billing can be filled.
Attachment: Upload files from the local device by dragging and dropping files on the field or clicking the Upload File button.
Comment: A list of comments can be viewed in this tab.
Subtasks: A list of subtasks can be viewed in this tab.
Linked Issues: A list of linked issues can be viewed in this tab.
Worklogs: A list of worklogs can be viewed in this tab. The Log Time tab will be displayed on the right side when the ‘+’ button is clicked. Fields such as Activity Type, Date, Duration, and Description can be filled.
Activity: A list of activities can be viewed in this tab.
To edit Line Items, users need to click on the line item they want to change. For editing any particular item, all fields are the same as the steps of adding items and are editable. In the Doc Link Tab, it will show the Doc No that the item is copied from and copied to. The other tabs are the same as Adding Line Items. Users need to click “Save” after making the changes.
Search Bar
Users can search for any particular Purchase GRN using the search bar and typing the key data they would like to search for. Users can also search using Item Code, Item Name, Transaction Amount, and so on.
Pagination
Pagination allows users to determine the number of entries they would like to see on each page (5/10/20/25/50/75/100).
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