Receiving User Guide
About Receiving
The Receiving app allows you to track the quantity of inbound purchase order items and transfer order items received in the warehouse.
This app allows you to search for open orders by order number. In addition to recording the received quantity, you can also assign subinventory, locator, lot, and serial information to any inventory items. The app can be configured to display the expected quantity to receive for each item, allowing you to check whether a received shipment is over or under the expected value.
During the receiving transaction, the app validates the ordered items against their corresponding Oracle Cloud records and updates the record settings.
Receive an ordered item
You can use Receiving to record all items received for a purchase order or transfer order and stored in the warehouse. When using this app, you must complete a single item receipt at a time. You can select F3 at any time to exit the application.
To receive an item, complete the following steps in the app.
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If Printer Name displays, enter the name of the printer you want to use to print a label for this transaction.Step InformationNote:This prompt only displays when one of the following conditions are true.
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Printing is configured for your solution and the app is configured to prompt for a printer name.
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Printing is configured for your solution and no default printer is configured.
If printing is turned on and the app is not configured to display this prompt, then the app automatically selects the default printer without displaying the prompt. -
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For Organization, verify or enter your organization.Step InformationNote:Depending on the app's configuration settings, this prompt may not display. If this occurs, the app selects the default organization configured in Mobile Enterprise Platform.
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For Select Option, select one of the following methods to determine the criteria used to identify the purchase order.
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By PO
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By Supplier
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By Item
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All Open Orders
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By TO
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Complete the appropriate action to determine the purchase order that you want to receive in the transaction.
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If you selected By PO on the previous screen, for Purchase Order, scan or enter the purchase order number.
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If you selected By Supplier on the previous screen, for Supplier, scan or enter the full supplier name. Then, select a purchase order from the displayed results.
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If you selected By Item on the previous screen, for Item Number, scan or enter the item number. Then, select an associated purchase order from the displayed results.
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If you selected All Open Orders on the previous screen, select a purchase order from the displayed results.
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If you selected By TO on the previous screen, for Transfer Order, scan or enter the desired transfer order. Then, select a pick slip from the displayed results.
Expected ResultResult: After you select your purchase order, the app displays all open, expected items on the purchase order. -
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For Select Item to Receive, select the received item from the list of items.
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If the organization is subinventory-controlled, for Subinventory, scan or enter the subinventory where you want to place the product.Step InformationNote: Depending on the app configuration settings, you may be able to override the expected value with a different subinventory.
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If the subinventory is locator-controlled, for Locator, scan or enter the locator where you want to place the product.Step InformationNote: Depending on the app configuration settings, you may be able to override the expected value with a different locator.
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If the item is lot-controlled, for Lot Number, scan or enter the lot number associated with the item.
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If Lot Grade displays, scan or enter the desired grade for the item.Step InformationNote:This prompt only displays when the following conditions are true.
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The item is both lot-controlled and grade-controlled.
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The lot number entered in the previous step is a unique value.
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The OC_PROMPT_LOT_GRADE configuration element in Mobile Enterprise Platform is set to 2, 3, or 4.
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For Qty To Receive (Ea), enter the total quantity that was received.Step InformationNote:
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You must enter a quantity greater than zero.
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You cannot enter a higher quantity than the remaining amount to receive on the purchase order.
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If the item is serial-controlled, for Serial Number, complete one of the following actions.
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To enter serial numbers one at a time, scan or enter each desired serial number.
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To specify a range of serial numbers, select F2 and enter the start and end numbers for the range.
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Review the displayed destination subinventory and locator and select Continue to process the completion transaction.
Results:
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The app records the received quantity.
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The app returns to the list of items to receive for the purchase order.
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If printing is configured for your solution using the OC_PRINT_RECV_LABEL and OC_PRINT_RECV_LABEL_TEMPLATE configuration elements, the app sends a print request to Enterprise Printing Platform for the transaction.
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The app transaction updates various settings in Oracle Cloud. In addition, the app creates a record of the receipt transaction in Oracle Cloud. Refer to Updated Receiving settings in Oracle Cloud.
Updated Receiving settings in Oracle Cloud
The Receiving app allows you to process received items that are associated with purchase orders or transfer orders in Oracle Cloud. Every transaction modifies specific data records in Oracle Cloud.
The app can modify the following data records in Oracle Cloud.
Purchase order settings
The app adjusts the following purchase order setting. To view purchase orders, go to Procurement > Purchase Orders > Manage Orders (tasks).
Status
If all necessary product quantity was received for the purchase order during the transaction, the purchase order status updates to Closed.
Order Life Cycle settings
The app adjusts the following settings on the life cycle summary for the purchase order. To view purchase order life cycles, go to Procurement > Purchase Orders > Manage Orders (tasks).
Received
The received quantity for the order increases by the amount entered in the app.
Delivered
The delivered quantity for the order increases by the amount entered in the app.
Transfer order settings
The app adjusts the following transfer order settings. To view transfer orders, go to the Manage Inventory Transaction Reasons page in Oracle Cloud.
Status
If all necessary product quantity was received for the transfer order during the transaction, the transfer order status updates to Closed.
Line Status
If all necessary product quantity for the item was received during the transaction, the line status updates to Closed.
Fulfillment Status
If some, but not all, quantity was received for the transfer order during the transaction, the fulfillment status updates to Shipped and Partially Received.
If all necessary product quantity was received for the transfer order during the transaction, the fulfillment status updates to Shipped and Received.
Inventory settings
The app adjusts the quantity for the selected inventory items in the transaction.
Quantity: On-Hand
A receipt transaction increases the on-hand quantity for the received item by the value specified in the app, at the specified combination of subinventory, locator, and/or lot. This transaction may also update the available quantity for the item at that location.
Transactions
The app creates a record in Oracle Cloud for every successful transaction.
To view transactions created by the app, go to Inventory Management > Inventory (task) > Review Completed Transactions.
Transactions created using this app receive the following settings.
Transaction
The transaction creates an ID number for the transaction.
Item
The transaction records the name of the received product.
Subinventory
The transaction records the destination subinventory, if any.
Locator
The transaction records the destination locator, if any.
Transaction Quantity
The transaction records quantity completed for the received item.
Transaction UOM
The transaction records the UOM associated with the received item.
Transaction Date
The transaction records the date of the transaction.
Transaction Source Type
The transaction records either "Purchase Order" or "Transfer Order" as the transaction source type.
Source Reference
The transaction records the reference associated with the transaction source type.
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