How to: Create Data Sheets from Source Documents

You can instruct the program to create data sheets from source documents. A data sheet will be comprised of the data collection lines of the appropriate type which have been defined for master records that are included as part of a source document.

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

To create data sheets from a source document

In the Search box, enter Purchase Orders, and then choose the related link.
Open the purchase order for which you want to create data sheets.
On the Navigate tab, in the Order group, choose Data Sheets. The Data Sheets window appears.
On the Actions tab, in the New Document group, choose Create Data Sheets. The Create Data Sheets window appears.

The upper portion of the Create Data Sheets window displays each location that has been 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 that has been assigned to the source document and location is presented in 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 would appear in the Entities FastTab. By default, all locations and entities will initially be selected for inclusion in the new data sheets.

Remove the check mark from the Include field for any locations and entities that you do not want to be included as part of new data sheets.
Choose the OK button.

The program creates a new data sheet for every selected location. Each data sheet is comprised of the lines that were selected in the Create Data Sheets window. New data sheets are displayed in the Data Sheets window.