The PO Receipt Type Control allows you to establish rules about which user can access which PO Receipt Type, and also to establish a default PO Receipt Type by Vendor ID.
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Mark the box next to TWK-POP: PO Receipt Type Control*.
This feature requires additional setup. Double-click on TWK-POP: PO Receipt Type Control* to open the PO Receipt Type Setup window.
To set up User ID controls, click the User ID radio button.
If a User control exists, the PO Receipt Type field will be set based on the selection you make here, and the field will be locked. The user will not be able to change the setting. If the Vendor has a default Receipt Type, that will override the User’s setting. The combination of these two allows you to create a default Vendor Receipt Type that the user is not allowed to change.
To set up Vendor ID controls, click the Vendor ID radio button.
The Vendor ID setting provides a default. When the Vendor ID is selected on Receivings Transaction Entry the PO Receipt Type will be set accordingly. The Receipt Type will be editable and can be changed if needed.
However, if the user entering the receipt is also set up in PO Receipt Type control, the field will be locked and not allow changes. The combination of these two settings means that the Vendor will always have a particular type of PO Receipt, and it cannot be changed by the user. The vendor setting overrides the user setting.
The controls also extend to the PO Entry window, where the options under the “Actions Button” will be restricted by the Receipt Type Control.
- If the user has “Shipment” access
- “Receive and Invoice the PO Items” and “Invoice the PO Items” are both removed.
- If the user has “Shipment / Invoice” access
- “Receive the PO Items” is removed