Help on Way Bill # / Ref Doc. #

This Help page allows you to search and select a reference document number and transfer the details to the field where it is required. You can search by specifying the type of document that you want to retrieve. You can also carry out a search by specifying the range of purchase orders for which the reference documents have been created, and the range of suppliers on whom these documents have been raised. You can also search by specifying the organization unit in which the reference document has been created. The system retrieves all the reference documents based on the search criteria entered. The selected reference document number is transferred to the required page when it is confirmed.

Click the lens icon positioned next to the “Ref. Doc. #” field.

The “Help on Ref Doc No.” page appears.

Enter the following fields in the “Search Criteria” group box to search for a reference document.

Ref. Doc Type	Use the drop-down list box to select the type of reference document that you want to retrieve. You can select from “Normal GR”, “Drop Ship Receipt” or a “Goods Return Note”.
Originating Point	Use the drop-down list box to select the code identifying the organization unit in which the reference document that you want to retrieve has been created. All the organization units in which the “Goods Receipt” component has been deployed and that have been mapped to the login organization unit will be available for selection.
Currency	Use the drop-down list box to select the code identifying the currency in which the reference document that you want to retrieve has been raised. All the permitted currencies of the company will be available for selection.
Order # From	The starting code in the range of codes identifying the purchase order for which the reference documents that you want to retrieve has been raised (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the purchase orders that are similar to the value entered in this field.

Note: The order number entered in this field must be before the number entered in the “To” field.

To	The ending code in the range of codes identifying the purchase order for which the reference documents that you want to retrieve has been raised (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the purchase orders that are similar to the value entered in this field.
Document # From	The starting code in the range of codes identifying the reference documents that you want to retrieve (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the reference documents that are similar to the value entered in this field.

Note: The number entered in this field must be before the number entered in the “To” field.

To	The ending code in the range of codes identifying the reference documents that you want to retrieve (Alphanumeric, 18). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the reference documents that are similar to the value entered in this field.
Document Date From	The starting date in the range of dates during which the reference documents that you want to retrieve have been raised (Date Format).

Note: The date entered in this field must be before the date entered in the “To” field.

To	The ending date in the range of dates during which the reference documents that you want to retrieve have been raised (Date Format).
Document Amount From	The starting amount in the range of amounts for which the reference document that you want to retrieve has been raised (Decimal).

Note: The amount entered in this field must be lesser than the amount entered in the “To” field.

To	The ending amount in the range of amounts for which the reference document that you want to retrieve has been raised (Decimal).
Supplier # From	The starting code in the range of codes identifying the supplier on whom the reference documents that you want to retrieve has been raised (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the documents that have been raised on suppliers whose codes are similar to the value entered in this field.

Note: The code entered in this field must be before the code entered in the “To” field.

The ending code in the range of codes identifying the supplier on whom the reference documents that you want to retrieve has been raised (Alphanumeric, 16). You can enter the code in full or specify it partially using the “*” character. The system retrieves all the documents that have been raised on suppliers whose codes are similar to the value entered in this field.

Charge Type

Use the drop-down list box to indicate the type of TCD added at PO level. The system lists the following options:

Notional – Select this option if you wish to retrieve all all Ref Doc / Way Bill numbers with notional TCD added at PO level
Payable – Select this option if you wish to retrieve all Ref Doc / Way Bill numbers with pay to supplier TCD added at PO level.
Direct – Select this option if you wish to retrieve all the Ref Doc. / Way Bill numbers that have no TCD added at either PO, RO or GR levels.
All – Select his option if you wish to retrieve all the Ref. Doc. / Way Bill numbers irrespective of addition of TCD.

The system displays “All” by default.

Way Bill #

A number identifying the document sent by the carrier along with the consignment delivered to the receipt location. It could have details like package type, weight, carrier details and vehicle number.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following in the “Search Results” multiline based on the search criteria entered:

Way Bill #	A number identifying the document sent by the carrier along with the consignment delivered to the receipt location.
Ref Doc #	The code identifying the reference document.
Charge Type	Indicates the type of TCD added at PO level.
Order #	The code identifying the purchase order.
Supplier #	The code identifying the supplier.
Supplier Name	The name of the supplier.
Ref Doc Type	Indicates the type of the reference document. It could be “Normal GR”, “Drop Ship Receipt” or a “Goods Return Note”.
Ref Doc Date	The date on which the reference document was raised.
Originating Point	The organization unit in which the reference document was created.

Check the box in the multiline to select a reference document number.
Click the “OK” pushbutton.