Receive PO WMS

Scan the purchase order number or manually type it in. Dashes must be omitted if typing the number manually. If the selected PO is already marked as received, the WMS application will find the first open back order for the selected PO if one exists.

Defines the carrier that delivered the items. The shipped via method will be defaulted from the purchase order if a shipped via method was entered. Users may override this default or select the actual shipped via method from the list at the time of receipt.

A drop down list is available for each part on the PO. Users can also scan part numbers as needed from the PO receiver form to select part numbers.

Part number description. Populates automatically based on part number selection.

Defines the units in which the part will be purchased. This allows material to be stocked by one unit, but purchased by another unit. This field is editable and may be modified by users with the appropriate security to reflect the unit of measure for the materials actually received.

• The units available for selection in this field can be restricted, on a per item basis, via the "Restricted Receiving Unit" flag on the Edit Unit form of the Item Master record.

The gross weight of the part. This field is only editable when the selected unit of measure is based off of a unit type of weight. When the gross weight is changed, the quantity is calculated as gross weight less tare weight

The weight, in base weight units, of the packaging portion of the item. This value defaults from this part's Item Master form. This field is only editable when the selected unit of measure is based off of a unit type of weight.

Represents the vendor's production date for the item(s) to be received. The system will set the expiration date of the lot to be received based on this date and the shelf days for the item. As an example, if the item has a shelf life of 10 days, and the date entered in this field is 05/01/2015, the system will calculate the expiration date for this lot as 05/11/2015.

• Note: If a vendor part is specified on the purchase order and contains a shelf life value, this value will be used instead of the shelf life value specified on the General 2 of the item master record.

Quality group from the item master.

Enter the quantity of the lot that will be received. Users can receive more then the ordered quantity for those items that have a purchase order overage limit defined on the General 2 tab of the Item Master record.

If the text in the field says "System", users do not need to enter anything in this field. If the text in the field says "Lot required", users will need to enter an alpha numeric value for the lot, generally the vendor lot number.

• Note: The security setting "Purchasing - edit user lot" controls if the user lot field is disabled during PO receipt, within the main application and in the WMS.

Determines into which inventory segment items/lots will be moved during receipt or receipt verification(if the Verify Receipts flag is checked on the Purchase Order header). Selection options are:

• Inventory (default)
• Quarantine

This field was added in version 17.04.007.

This field is only enabled if the security "Inventory -- move to quarantine" is set to yes.

The use of this field removes the need to first receive, then move inventory to quarantine, particularly when performing large amounts of receipts or using receipt verification.

This field is set to "Inventory" by default and users can, as needed, select the option to receive and move lots directly to Quarantine.

Display only. The location suggested by the system when using the "Put Away" button during PO Receipt. 

Defaults based on the hierarchy below. The system will check each level of the hierarchy from top to bottom until a match is found. If no match is found, the system will leave the Location Type field blank. A drop down list is available to select the facility location type. Users can also scan the location type, if indicated, from the PO receiver. In Deacom, the location type links the location to the facility. If these boxes are left empty, the system will use the first expired, first out concept.

• Item Facility Default Receive Location Type (based on the Facility specified on the Purchase Order)
• Item Facility Default Location Type (based on the Facility specified on the Purchase Order)
• Item Master Default Receive Location Type, assuming the Location Type is linked to the Facility selected on the Purchase Order being received.
• Item Master Default Location Type, assuming the Location Type is linked to the Facility selected on the Purchase Order being received.
• Default Location Type for the Facility specified on the Purchase Order.
• Beginning in version 17.04.006, when selecting a master lot for receipt, this field will be populated with the selected master lot's Location Type, then disabled. This is to done to ensure that master lots may contain only one Location Type.

Defaults based on the hierarchy below. The system will check each level of the hierarchy from top to bottom until a match is found. If no match is found, the system will leave the Location field blank. A drop down list is available to select the facility locations. Users can also scan the location from the PO receiver. QC is included in parenthesis as a reminder that QC testing will be required for this lot. The list of available locations is maintained at Inventory > Maintenance > Locations within the main Deacom application. If these boxes are left empty, the system will use the first expired, first out concept.

• Default hierarchy:
  • Item Facility Default Receive Location (based on the Facility specified on the Purchase Order)
  • Item Facility Default Location (based on the Facility specified on the Purchase Order)
  • Item Master Default Receive Location, assuming the Location is linked to the Facility selected on the Purchase Order being received.
  • Item Master Default Location, assuming the Location is linked to the Facility selected on the Purchase Order being received.
  • Default Location linked to the Location Type specified above.
• When using the "Put Away" button, users will be able to select the location in this field. Users with the security setting "WMS - allow putaway without physical scan" set to no must scan the location where material will be placed.
• Beginning in version 17.04.006, when selecting a master lot for receipt, this field will be populated with the selected master lot's Location, then disabled. This is to done to ensure that master lots may contain only one Location.

Enabled only for Transfer and Hold purchase orders. Specifies the source location type of the item within the transfer facility. Note that these fields are used On the second receipt of the Transfer and Hold process, as the user should be able to pick which locations they will be specifically receiving from the hold facility into the final facility.

Enabled only for Transfer and Hold purchase orders. Specifies the source location of the item within the transfer facility. The values within this dropdown list correspond to the select source location type. Note that these fields are used On the second receipt of the Transfer and Hold process, as the user should be able to pick which locations they will be specifically receiving from the hold facility into the final facility

Denotes the name of the master lot to receive the purchase order into. A master lot name must be specified if Receive as Master Lot is checked. The master lot will be defaulted as the next numerical master lot number if System Generate Master Lot is checked in System Options.

Beginning in version 17.04.006, the system now automatically clears the 'To Master Lot' textbox after each receipt if the 'Make Master Lot' option is not visible on the WMS Form/User Layout. This helps eliminates errors where users may forgot to change the master lot number after receiving multiple pallets, leading to errors in inventory management.

The total weight of the master lot being created.

Optional header notes for the purchase order.

Defaults to receipt date plus item shelf life. Note that the security setting, "Purchase orders -- receive expired material" allows receiving expired material on Purchase Orders. When receiving an order, user will receive prompt if they don't have that security setting and any of the received lots have an expiration date on or before the received date.

Company-defined lot descriptors. The name of the attribute field that appears on screen is defined in System > Options. 

Displays the serial number for the scanned serial/lot. If the serial/lot is not scanned, the system will display the serial number for the oldest lot in inventory. Users may select another serial/lot via the "Lots" button. Note that WMS application will ignore the serial number for parts that are not marked for serialization. 

Indicates the Deacom Container number being received into inventory. Application Identifier 250 can be used in Barcodes to represent the Container Number.

Ability to specify the actual density when finishing materials. The ability to enter values in this field is controlled by the “Measured Density” flag on the Property tab of the Item Master record.

Option to receive as a master lot. The master lot concept is used in situations where miscellaneous quantities and containers of items are to be grouped together for example on a pallet in order to allow for easier storage and to eliminate the need for multiple moving transactions within the system. Additional information is available via the Receiving Purchase Orders page.

• If an item has the "Make Master Lot At Receipt" property flag checked, this field will be checked and disabled.
• If using WMS Form Layouts the system will check to see what is set in the "Default Value" value for this field. If the default value is set to "No", this field will not be checked. In this case the "To Master Lot" field will be empty and enabled for entry. Users can check then check this "Receive As Master Lot" field and be able to select any existing master lot to add to an existing master lot.
• Beginning in version 17.04.006, when receiving as a master lot, the system has been enhanced to ensure that master lots (and items within the Master Lots) can only be assigned to a single location and inventory type during the receiving process. If a user attempts to select multiple locations for a master lot, a prompt will appear indicating the new requirement.

Option to print the PO label once all lines have been processed and the PO has been saved. 

Notes:

• If the print label box is checked, then the user will be presented with the printer selection form when completing the transaction. The printer selection form contains options to select the number of copies to print, the printer where the labels will be printed and the remember settings field. The remember settings field contains a drop down box with three options: Line, Order and Never. Line sets the functionality of remembering the print settings just for the selected line. Order will remember your print settings during the whole order, and Never will not retain any print settings.
• If this box is not checked, and user clicks the "Print" button, the system will automatically check this box and continue with PO label printing.

Option to print the Master Lot label for the Lot(s) being finished to be printed after the PO has been saved.

• If this field and the above "Print Label" field is checked, the system will present the user with two print label forms, one for the PO label and the other for the Master Lot label.

Option to print the PO lot label before finalizing the location committed to the system during a Purchase Order receipt.

• Useful in situations where the user often does not know the location in which the material will be placed until they have found the available slot in the warehouse.
• The process is defined on the Putting Away Inventory page.

Save line/lot data and proceed to next line on PO.

Back to previous line/lot data.

Refreshes the form, updating any quantities that may have been received from the order already.

• Useful when multiple users are receiving the same form to avoid overlap, if "Allow Multiple Users to Receive Simultaneously on WMS" is checked in Purchasing Options.

Undo line/lot data on displayed line. The "Undo" form contains a system lot column. Business Case - A customer requested the ability to verify the system lot in cases where a label printing issue occurred during receipt. Confirming the system lot when undoing the receipt allows for a quick and simple fix for times when a label is not printed during the receive PO transaction. The user will need to know exactly what system lot they are undoing to ensure they do not undo a lot that was already brought off the truck and moved to a storage area.

Receive PO with all previously entered line/lot data. 

• Notes:
  • You should use Save once per delivery, not once per line. Once the save button has been selected, the system presents user with a confirmation screen where backorder amounts can be entered. A zero all button allows all items to be backordered if necessary. The system will create a backorder PO for un-received lines/quantities, this setting is controlled by the Vendor Master backorder setting. Next, as a result of the Save button being selected, the system confirms successful receipt and backorder creation and returns the user to the PO header selection screen.
  • If two scanners have entered the same purchase order number and have also entered quantities to receive for the same item, the application will sum the quantities and present this quantity on the confirmation screen of the first scanner that saves the order.