Purchase or Sales compliance documents in the warehouse process
The warehouse employee has insight into the purchase compliance documents and the sales compliance documents that are linked to the warehouse receipt/shipment or inventory put-away/pick. The warehouse employee can add extra attachments to the purchase or sales compliance document.
When opening the logistical document, a notification appears if a purchase or sales compliance document must be approved and contains the control type with receipt/shipment control.
However, you cannot manually add a purchase or sales compliance document from the logistical document. When a compliance document must be added, you need to return to the source document and add it to the purchase or sales compliance documents.
The following procedure describes how the notification is shown via the inventory pick. The below description is the same for all other logistic documents.
- Select the Search icon
, enter Inventory Put-aways, and then choose the related link.
The Inventory Put-aways list page opens. - Select the desired No.
The Inventory Put-away card page opens.
A notification is shown in the blue bar at the top of the page, which states that the document still has purchase compliance documents that need to be approved.
The purchase or sales compliance documents can be opened by clicking the notification and by navigating.
On the Warehouse Receipt/Shipment page, the Purchase/Sales Compliance Documents to Approve field will display the number of compliance documents to approve for all purchase/sales orders listed in the document lines. You can select the field to view these compliance documents.
The Compliance documents overview is displayed only if the purchase or sales compliance documents are applicable and have the control type Receipt Control, Shipment Control, or Invoice control, which must be handled during the receiving or shipping process. The warehouse employee can add extra attachments to the purchase or sales compliance document or other information, such as the document date.
After approving the purchase or sales compliance documents, the warehouse employee can continue with the sales and purchase processes.