Editing Pending Receivers

Receivers that you have not exported to Counterpoint are saved to your CPMobile device as pending receivers. You can modify pending receivers before exporting them. For example, you can add new items, change received quantities, or remove existing receiver lines. You can also change the receiver number, vendor, and received date for a pending receiver, if necessary.

To edit a pending receiver, tap Pending Receivers on the Receivings screen, and then tap the receiver you want to edit on the ClosedPending Receivers screen.

ClosedAdding Items to a Receiver

To add an item to the receiver, scan the item's barcode or look up the item, just as you would when creating a new receiver.

ClosedUpdating Received Quantities

Use the buttons to modify the received quantity for an item:

  • Tap the button to decrease the received quantity by 1.

  • Tap the button to increase the received quantity by 1.

You cannot reduce the received quantity of a line on an receiver that already exists on the server. A Closedmessage appears if you attempt to do so, alerting you that the received quantity for the line cannot be reduced.

To modify the received quantity for a gridded item, tap the button to Closedexpand the receiver line, and then:

  • Tap the button to decrease the received quantity for a grid cell by 1.

  • Tap the button to increase the received quantity for a grid cell by 1.

You can also tap the receiver line for a gridded item to display the Closedgrid table, and then modify the received quantity for each cell.

To modify the received quantity for a serialized item, tap the button to Closeddisplay the serial numbers that have already been entered, and then:

  • Enter or scan new serial numbers to increase the received quantity.

  • Swipe a serial number and tap the button to decrease the received quantity.

ClosedChanging the Received Unit

By default, when you add an item to a receiver, the received unit for the item is automatically set to the item's selling unit in Counterpoint.

To change the received unit for an item with alternate units, tap the receiver line, tap the Closedunit button for the unit you are receiving, and then tap Done.

ClosedDeleting Receiver Lines

To remove an item from a receiver, swipe the receiver line and tap the button.

ClosedChanging the Receiver Number

By default, each receiver you export to Counterpoint is automatically assigned a Receiver #, based on the Next receiver # value assigned to your workgroup.

To manually specify a receiver number, tap the Receiver button to display the ClosedReceiver header, tap the Receiver # field, tap the button to clear the field, and then enter the Receiver # value you want to assign to the receiver.

You cannot change the receiver number for a receiver that was created for a purchase order or for an existing receiver that you loaded from the server.

ClosedChanging the Vendor

To change the vendor for a receiver, tap the button next to the Vendor # field on the ClosedReceiver header, and then select or look up the new vendor.

You cannot change the vendor for a receiver that was created for a purchase order or for an existing receiver that you loaded from the server.

ClosedChanging the Received Date

By default, CPMobile automatically uses the date on which each receiver was created as the received date for the receiver.

To change the received date for a receiver, tap the Received Date field on the ClosedReceiver header and use the date picker to specify the new received date.

Entering Miscellaneous Charges

The Receiver screen displays the miscellaneous charge fields that are enabled on the Misc charges tab of the Purchasing Control window (Setup > Purchasing > Control) in Counterpoint.

To record or modify a miscellaneous charge amount, tap the corresponding Misc Amount field, Closedenter or edit the miscellaneous charge value, and then tap OK.

When you export a receiver to Counterpoint, miscellaneous charges you record in CPMobile are saved to the receiver, replacing the corresponding values on the server if the receiver already exists.