The receipt process handles two main processes: parts that arrive at dock (with or without dispatch advice) and purchase parts that are delivered directly to the end customer. Several circumstances affect the working process, such as serial tracking, and lot/batch tracking.
One of the main principles in the receipt function is the receive case. The receive case functions as a guideline for the current arrival of the working process. However, the flexibility of the receipt function enables you to perform actions even if the current receive case does not include these. The possible receive cases are:
The types of parts that each receive case can manage include:
| Receive Case | Inventory part | Non-inventory
registered purchase part |
No-number part |
| Receive into Arrival | Yes | Yes | Yes |
| Receive into Inventory | Yes | No | No |
| Receive into Arrival, Perform Putaway | Yes | No | No |
| Receive into Arrival, Inspect at Arrival* | Yes | Yes | Yes |
| Receive into Arrival, Inspect at QA* | Yes | No | No |
| Receive into QA, Inspect at QA* | Yes | No | No |
The receive cases with * mark in above table are not supported for shipment order receipts.
When the purchase order line is entered, the Receive into Arrival receive case is indicated by default if there is none specified for the related supplier for the purchase part. It is common with all types of parts to be entered as Arrived once they arrive at the dock. However the procedure will vary depending on the circumstance, such as the part type and the receive case that were indicated on the purchase order line.
Shipment orders with receiver type
Site gets the
default receive case from Site/Shipment
Management. Shipment orders with receiver
type Remote Warehouse
use the following order to find a default receive case:
A quality control can be performed in relation to the receipts. Receipt lines that have an inspection demand generally originate from a purchase order line with the following receive cases: "Receive into Arrival, Inspect at Arrival," "Receive into Arrival, Inspect at QA," or "Receive into QA, Inspect at QA."
Common to all receive cases is the cancellation of arrival and receipt anywhere in the work flow. As a consequence, you can start over by entering the source order arrival. This is however not possible if an invoice has been matched to the purchase order receipt, if any part has been scrapped or returned, or if the connection between the receipt line and the stock location is broken (Note that on a receipt line with a scrapped or returned quantity, you can undo the scrap/return and cancel the receipt.).
The work flow for each receive case, i.e., the included process objects, includes:
| Receive Case | Report Arrival |
Move
into Inspection Location |
Perform Quality Inspection |
Handle Arrival |
Move
into Stock |
| Receive into Arrival | X | X | X | ||
| Receive into Inventory | X | ||||
| Receive into Arrival, Perform Putaway | X | X | |||
| Receive into Arrival, Inspect at Arrival | X | X | X | X | |
| Receive into Arrival, Inspect at QA | X | X | X | X | X |
| Receive into QA, Inspect at QA | X | X | X | X |
The sender has the opportunity to send you a dispatch advice message with information on the delivery, i.e., a DESADV message, received via EDI/MHS. The receiver can receive orders with or without the supplier's serials or lot/batch numbers, and correct faulty messages or change information.
Information on delivery note, dispatched quantity and date of dispatch are updated on the connected purchase order. Once the message is in Created status and all the lines are set to Created or Changed, it will be possible to create a full receipt of the entire shipment. Once the individual part order line is set to Created status, it will be possible to create a partial receipt.
For purchasing the parts arrive from the supplier and is placed at your dock.
For shipment order the parts arrive from a site or a remote warehouse and is placed at your dock.
This process object is divided into three scenarios:
The following receive cases use this process object:
Serial-handling: The arrival registration is performed in different dialogs depending on whether the parts are serial-handled, or if serial numbers will be defined at the arrival registration or afterwards. If you are dealing with serial-handled parts and have decided to postpone the serial number assignment, enter the arrival by using the dialog for parts without serial numbers.
Arrival Report: A printout of the arrival report in connection to the arrival registration can be produced. However, you have the option to print this later on.
Create Purchase Order from Arrival: You have the option to create a new purchase order from the Register Arrivals page. This can be useful when goods arrive without an order from your company. This occurs, for example, when a supplier refills a consignment stock located in your warehouse. When the goods arrive, you then do not have a corresponding purchase order line on which to enter the arrival, thus a purchase order line has to be created afterwards. Once a purchase order line is created, enter the arrival in the usual manner.
The effects of an arrival entry include:
| Receive Case | Inventory part | Non-inventory registered purchase part | No-number part |
| Receive into Arrival | Status:
To be Received Inventory parts: Placed on one or more arrival locations. Next step: (Handle Arrival), Move into Stock |
Status:
Received Next step: The receipt is completed. |
Status:
Received Next step: The receipt is completed. |
| Receive into Inventory | Status:
Received Inventory parts: Placed on one or more stock locations, e.g., a picking location. Next step: The receipt is completed. |
||
| Receive into Arrival, Perform Putaway | Status: Received Inventory parts: Placed on one or more arrival locations. Transport tasks created suggesting move to the best possible location(s). Next step: Execute transport task. |
||
| Receive into Arrival, Inspect at Arrival | Status:
To be Inspected Inventory parts: Placed on one or more arrival locations. Next step: Perform Quality Inspection |
Status:
To be Inspected Next step: Perform Quality Inspection |
Status:
To be Inspected Next step: Perform Quality Inspection |
| Receive into Arrival, Inspect at QA | Status:
To be Inspected Inventory parts: Placed on one or more arrival locations. Next step: Move into Inspection Location |
||
| Receive into QA, Inspect at QA | Status:
To be Inspected Inventory parts: Placed on one or more inspection locations. Next step: Perform Quality Inspection. |
The following receive cases use this process object:
Due to the receive case "Receive into arrival, inspect at arrival," the inspection should be performed and the inspection results should be entered in an inspection location, i.e., a quality assurance location. Move the parts into an inspection location.
The following receive cases use this process object:
If necessary information is entered in IFS/Quality Management, you can create an analysis in the receipt function and then enter test results in the aforementioned component. Notice that these control operations are not connected to inspection codes or to the entry of inspection results in IFS/Purchasing. The testing results can be used as guidelines when entering the inspection results in IFS/Purchasing.
The inspection should then be performed and the inspection results entered. The quantity to inspect is calculated by the inspection code. In connection with reporting, the inspection results' faulty parts can be scrapped, returned for rework, or returned for credit. A replacement order can be created for parts that are returned for credit. If for some reason you have entered a scrap or return by mistake, you can undo this action. To do so, enter an inspection approval for parts where the scrap or return is undone.
Once the quality inspection is completed, the receipt is also completed and the receipt line acquires the Received status with regards to lines with non-inventory registered purchase parts and no-number parts. Also, the receipt line with inventory registered purchase parts acquires the To be Received status.
Note, that you cannot perform quality inspection for shipment order. If you want to return you can create a new shipment order and if you want to scrap you can do so in inventory.
The following receive cases use this process object (This process object can be regarded as optional since no activity is crucial for the working process.):
Before the inventory parts are received into a stock location, you can add or update information such as the expiration date, W/D/R number, lot/batch number, split into serials, and printing of barcode labels, depending on the settings for the part.
The following receive cases use this process object:
When the arrival registration and any required inspection is performed (with or without an inspection location), the inventory parts should be moved into one or more stock locations, e.g., a picking location.
Once moving into a stock location, the receipt line with inventory parts acquires the Received status and the receipt-handling is completed.
For parts with perform putaway enabled, the best possible location is found and the parts are moved to that location. Transport tasks are created.
In some cases you have the need for receiving the part into arrival or QA in one address and then do a transportation to another address where the final receipt should be done. This can be handled by initiating a move with shipment order for parts and handling units in arrival and QA location. A shipment order will be created with the purchase order receipt as demand code and reference on the shipment order line. The selected parts or handling units will be excluded from the purchase order receipt and will be added back to the purchase order receipt in the new location once the shipment order is received.
This process is used when the requirement of the purchase comes from a customer order and the parts are to be sent from your supplier directly to the end customer, without passing through your warehouse. This data is entered in a specific page, and the end result being that the purchase order is closed and the customer order line receives the Delivered status, i.e., if no partial deliveries remain on either orders.
The direct delivery function is initiated when a customer order with the supply code "Purchase Order Direct" is entered and released. This generates a purchase requisition that should be released and converted to a purchase order. The purchase order then needs to be released.
When you have received the delivery note from your supplier, enter the delivered quantity and confirm the transaction. The purchase order is automatically closed and the status is changed from Released or Confirmed to Closed. The customer order receives the Delivered status and the customer can be invoiced, assuming that no partial deliveries remain on either orders. If the supplier has partially delivered an order and is unable to fully deliver this, it is possible to manually close the purchase order.