Header fields

Period

Current System Period (default), select a period to post to, dates in the grid must be within the date range for the selected period.

Batch Type & ID

Fields show Batch type and Batch ID (read-only).

Vertical toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Edit details (F11)

Edit a receipt batch.

Insert (F4)

Insert a new receipt batch.

Duplicate (Shift+F4)

Insert a batch by duplicating or duplicating contra the current receipt batch. Duplicate Contra will replicate the current receipt batch with reverse signed quantities.

Delete (F3)

Delete the receipt batch. Only available for saved, unposted batches, when the user has permission.

Print report (Ctrl+P)

Print an IC Receipt Batch report of the information in the grid.

Links (Alt+F6)

Opens Links On... for the record, with a list of links for the record. The button changes to indicate if links are present.

Memos (F6)

Memos and alarms can be entered or edited. The button changes to indicate if memos and alarms are present. Opens Memos On... with a list of Memos.

Reprice (Alt+R)

Re-price the batch with changes that occurred since the last save. This will recost receipts and recalculate the totals.

Delete Nil Lines (Alt+D)

Delete all nil quantity lines from the batch. A line is considered nil if the quantity is zero.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.

Batch tab

Location

The location for the receipt transactions.This defaults from the User's Default Location Code.

Changing the Location Code will change the Location on each line. (Accredo Saturn Only)

Date

Date of the transactions. Must be within the Period selected. Defaults to the System Date.

Store Person

The Store Person associated with the receipt batch. This defaults from the User's Default Store Person Code.

Details

Optional description for the receipt batch header.

Branch

The Branch of the Location. (Accredo Saturn Only)

Reference

Reference for the receipt batch.

Comment

Comment for the receipt batch.

Department

The Department of the Location. (Accredo Saturn Only)

Post Status

Posted and Deleted occur as a result of processing options and cannot be changed.

• Unposted, not yet posted, can be edited.
• Open, open and cannot be posted.
• Posted, has been posted and the receipts have occurred, cannot be edited.
• Deleted, has been deleted and moved to history.

Print Status

Shows the batch print status (read-only). Print Status is set to Printed when a the batch is printed.

IC Receipt Batch Grid

Type

The Line Type select Product or Narrative.

Product Code

The product this receipt affects.

UOM Code

(UOM Active Only)

The UOM Code from the Product. If the Product has more than one UOM Code, you can select the code to use.

Quantity / UOM Quantity

The quantity to be receipted.
If UOM Active the Quantity will be calculated as the UOM Quantity * UOM Multiplier.

Unit

Product unit code.

Cost Price / UOM Cost Price

The Cost Price. When a Product code is entered, this is loaded with the appropriate Cost Price from the Product record. It may be edited and will update latest and average costs when the receipts are posted. The UOM Cost Price is calculated as the Cost Price * UOM Multiplier.

Cost Value

The cost value is calculated as the product of the Cost Price and the quantity entered.

Grid Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Zoom (Ctrl+F12)

Zoom to form view to see the batch line details.

Insert (F4)

Insert a line in the grid.

Move up (Shift+Up)

Move down (Shift+Down)

Move the line up or down.

Delete (F3)

Removes the record from the grid.

Sort list (Ctrl+F2)

Sort ascending or descending on a field. Sort order is saved on Save.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Prompt for Delete Line On/ Off (Shift+F3)

Toggle on and off to specify whether to confirm deletes. The default state is set in Users, Groups and Roles - Preferences tab.

Product quantities (Ctrl+Q)

Opens Product Quantity showing quantities at each location (in Accredo Saturn). Product Quantities lookup provides a quick overview of stock availability and pending stock movements as you enter stock transfers, and allows juggling stock 'on the fly'.

Tracking Panel

Show Tracking
Hide Tracking
(Ctrl+T)

Show or hide the tracking detail for the current line.

Stock Panel

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the panel.

UOM Code (UOM Active only)

UOM code for the Product.

In Stk / UOM In Stk

Quantity of the selected product in stock on hand.

Alloc / UOM Alloc

Quantity of the selected product currently allocated to customers.

Avail / UOM Avail

Quantity of the selected product available for sale.

Bk Ord / UOM Bk Ord

Quantity of the selected product on back order for customers.

Ship / UOM Ship

Quantity of the selected product on shipments or receipt batches not yet receipted.

On Ord / UOM On Ord

Quantity of the selected product on order from suppliers.

Commit / UOM Commit

Quantity of the selected product On Order or Shipped that is already committed to a Job.

Transit / UOM Transit

Quantity of the selected product in transit.

Totals Panel

Total Quantity

Total quantity of all the products.

Total Cost

Total cost of all the products.

Total Weight

The total weight of all the products.

Total Volume

The total volume of all the products.

Buttons

Batch List (Alt+L)

Opens IC Receipt Batch List, you can view a list of all unposted batches.

Post (Alt+S)

Post receipt transactions for the IC Product records.

Save (F9)

Save the batch. Blank lines at the end will be trimmed. You can re-open saved batches for further editing and/or posting from IC Receipt Batch List.

Cancel (Esc)

Close without saving.