Help on Ref. Doc #

Help on Reference Document #

In this page, you can search and find the required reference document. You can specify search criteria to enable the system to retrieve the reference document of your choice.

You can specify reference document attributes, part/supplier attributes and other details of a reference document as part of search criteria.

You may enter any, some or all of the search criteria fields to enable the system to search for specific reference documents. However, it is recommended that you specify maximum fields to facilitate advanced and precise search.

Click the icon positioned next to the “Ref. Doc. #” field in the main screen.

The “Help on Ref. Document #” page appears.

Under Search Criteria, specify fields in “Ref. Doc. Details”, “Part/Supplier Details” and “Other Details” group boxes to search and find the required reference document.
In the “Ref. Doc. Details” group box, enter the following fields.

Ref. Doc #	Use the drop-down list box to select the type of the reference document. The drop-down list box displays the following: Purchase Order, Release Slip, Repair Order, Goods Receipt and Repair Receipt. Enter the identification number of the reference document in the input box located alongside. The system retrieves all the reference documents with numbers similar to that you specify here. However, if you do not specify any number, the system retrieves all reference documents of the type you select in the drop-down list box.
Ref. Status	Use the first drop-down list box to indicate whether you wish to specify the status of the reference document, receipt or received part to retrieve reference documents. The drop-down list box displays “Doc. Status”, if the reference document is a purchase order, a repair order or a release slip. However, if the reference document is a goods receipt or a repair receipt, the drop-down list box displays the following: Doc. Status and Line Status Use the second drop-down list box to select the status of the reference document/receipt/received part. If the reference document is a purchase order or a release slip, the drop-down list box displays the following: Open and NT Closed, By default, the system displays the Open status. If the reference document is a repair order, the drop-down list box displays Authorized only. If reference document is a goods receipt/repair receipt, the Pend. User Action, Pend. Serial / Lot Entry, Pend. Receipt Confirmation, Pend. Inspection, Pend. Binning, Completed, Canceled and Rejected. By default, the system displays the Pend. User Action status. Note: Pend. User Action includes all those receipt statuses that require user action and excludes statuses Completed, Canceled and Rejected. If the reference document is a repair order, the drop-down list box displays statuses based on the process parameter “Repair Receipt creation if Repair Order is not in Auth. Status” under the category Repair Order in the Set Purchase Options activity of Logistics Common Master is ‘1’, the drop-down list box displays 'Authorized', 'Acknowledged', 'Confirmed', 'Quoted', 'Amended', 'Under Authorization', 'Returned' and 'Shipped'. However, if parameter “Repair Receipt creation if Repair Order is not in Auth. Status” is’0’, the sole status available for selection would be ‘Authorized’. The system retrieves those reference documents with the status or having line #s with the status that you have selected in the second drop-down list box.
Ref. Doc. Info.	Use the first drop-down list box to select the attribute of the reference document that can be a basis for the search. The drop-down list box displays the following: Warehouse #, Receiving Location, Sub Type, Priority, Category and User Status. The second drop-down list box displays the values for the attribute selected in the first drop-down list box. Select the value for the attribute from the adjacent drop-down list box. The system retrieves those reference documents associated with reference documents with the attribute you have specified here. More Details
Ref. Doc. Date: From/To	The start date and end date of the period in which the reference document was created, in the first and second input fields. By default, the end date is set to the current system date. The start date is set to the date that is two months earlier than the end date.

In the “Part/Supplier Details” group box, enter the following fields.

Part Info.	Use the drop-down list box to select the part attribute that can be a basis for the search. The drop-down list box displays the following: Part # and Part Description. Enter the # or description for the part in the input box provided alongside. You can enter the # or name in full or specify it partially using the “*” character. The system retrieves those reference documents associated with the part that you have specified here.
Part Addl Info.	Use the first drop-down list to select an additional attribute of the received part. The drop-down list box displays the following: If the reference document is a purchase order or a release slip, the drop-down list box does not display any values. If the reference document is a goods receipt, the drop-down list box displays the following: Mfr. Serial #, Mfr. Lot # and Component #. If the reference document is a repair order or a repair receipt, the drop-down list box displays the following: Mfr. Serial #, Mfr. Lot #, Component # and Facility Object #. Enter the value for the selected attribute in the input field located alongside in full or specify it partially using the “*” character. The system retrieves those reference documents associated with the part/component/facility object that you have specified here. More Details
Trading Partner Info.	Use the drop-down list box to select the trading partner attribute that can be a basis for the search. Supplier # and Supplier Name. Enter # or name of the supplier in the input box provided alongside. You can enter the # or name in full or specify it partially using the “*” character. The system retrieves those reference documents associated with the supplier that you have specified here.
View Part Info	Select the check box to display details of part main information.

In the “Other Details” group box, enter the following.

Other Info.

Use the first drop-down list box to select an additional attribute that can be a basis for search. Drop-down list values

More details

Select the “Search” pushbutton.

The “Search Results” multiline displays the following details of reference documents that satisfy the search criteria.

Ref. Doc. #	The identification number of the reference document.
Ref. Doc. Status	The status of the reference document.
Ref. Doc. Type	The type of the reference document, such as Purchase Order, Release Slip or Repair Order.
Ref. Doc. Warehouse #	The receiving warehouse as per the reference document.
Ref. Doc. Date	The date of the reference document.
Part #	The identification number of the part available in the reference document .
Part Description	The description of the part as per the reference document.
Supplier #	The identification number of the vendor of the part.
Supplier Name	The name of the vendor who supplied the part.

Select the check box for the reference document in the multiline.
Click the “OK” pushbutton.