277.9 Receipt location lists[//]

These lists are meant to support the functionality for protecting receipt of items for locations other than the local location. This functionality also allows virtual switching of the workstation to a non-local location to allow receipting of non-local items subject to user permissions.

The receipting and invoicing of items ordered for any location will be controlled by use of “receipt location” lists. Each receipt location will have a number of lists containing “valid” locations for selected material types associated with it and only items ordered for these locations and material types may be received and invoiced. The lists will be used to “restrict” the view of copies to be received / invoiced during the receipting/invoicing process of the acquisitions process.

Note

If receipt location lists are not created the receipting and invoicing process will function normally, with no restrictions applied to the data displayed during the receipting and invoicing processes.

After choosing this option an overview screen will be displayed:

Options on the screen

New list: choose this option to add a new list. See section 277.9.1 for details.

Modify list (+): select a list and then this option to modify the location and/or material type information. See section 277.9.2 for details.

Modify general data (+): select a list and then this option to amend the description in the various languages.

Delete list (+): select a list and then this option to delete the list.

277.9.1 New receipt location list[//]

New list: choose this option to add a new list. After choosing this option an input form will be displayed:

Fields on the screen

User location: choose a valid location from the dropdown list.

List name: enter the name of the list.

List description: optionally enter descriptions of the list in various languages.

Next you must add the valid receiving locations and material types. See section 277.9.2 for details.

If you do not define any material type, but only locations, this implies a total restriction. If you do not add material types to orders, you must at least add the material type “!!!-undefined” to make the restriction by location work.

277.9.2 Modify receipt location list[//]

Modify list (+): select a list and then this option to modify the location and/or material type information. After choosing this option an overview screen will be displayed:

Options on the screen

Modify material types: use this option to add or delete material types. See section 277.9.1.1 for more details.

Add receiving locations: after choosing this option a list of valid locations will be presented. Choose one or more locations.

Delete receiving locations (+):select a receiving location and then this option to remove it from the list.

277.9.2.1 Modify material types[//]

Modify material types: use this option to add or delete material types. After choosing this option, the system will switch to the following screen:

Options on the screen

Add material types: after choosing this option a list of valid material types will be presented. Choose one or more material types.

Delete material types (+): select a material type and then this option to remove it from the list.

Note

If you do not define any material type, but only locations, this implies a total restriction. If you do not add material types to orders, you must at least add the material type “!!!-undefined” to make the restriction by location work.