How to create data sheets from source documents

You can instruct the program to create data sheets from source documents. A data sheet consists of the data collection lines of the appropriate type defined for master records included as part of a source document.

The following steps describe how to create data sheets from a purchase order. The same procedure applies to sales returns, outbound documents such as sales orders and purchase returns, transfer orders, and released production orders. For simplicity, only a purchase order is described in detail.

Steps

1. In the search box, enter Purchase Orders, and then choose the related link.

2. Open the purchase order for which you want to create data sheets.

3. On the Navigate tab, in the Order group, choose Data Sheets. The Data Sheets page appears.

4. On the Actions tab, in the New Document group, choose Create Data Sheets. The Create Data Sheets page appears.

   The upper portion of the Create Data Sheets page displays each location assigned on one of the source document lines. A separate data sheet can be created for each location. When you select a location, every record with defined data collection lines assigned to the source document and location appears on the Entities FastTab. For example, if a purchase order's location code, vendor, and items all have defined receiving data collection lines, each of these records appears on the Entities FastTab. By default, all locations and entities are initially selected for inclusion in the new data sheets.

5. Clear the Include field for any locations and entities you do not want included in the new data sheets.

6. Choose OK.

The program creates a new data sheet for every selected location. Each data sheet consists of the lines selected in the Create Data Sheets page. New data sheets appear in the Data Sheets page.