Receiving Shipments

Running the Receive Load Application Engine Process (PO_RECVLOAD)

Receiving Using Electronic Data Collection

Using the Receiver Interface Push Application Engine Process

"Defining PeopleSoft Purchasing Business Units and Processing Options," Defining Purchasing Business Unit Options

"Inspecting Received Items," Entering Return-To-Vendor Setup Information

"Inspecting Received Items," Inspecting Receipt Items

"Inspecting Received Items," Specifying a Putaway Location Override

"Managing Vendor Returns," Entering Return-To-Vendor Information

Modifying Receipt ChartField Values

"Using Messaging," Processing Inbound Messages

"Working with Delivery Information"

PeopleSoft eSupplier Connection PeopleBook, "Creating Advanced Shipping Notices," Creating Supplier ASNs

Defining Receipt Statuses

Receipt statuses are maintained at the receipt header, line, and distribution levels. After you've entered your receipt header information, selected the PO lines and schedules to be received, entered your quantities, updated pertinent asset information, input putaway information, and saved your receipt; the save time editing on the receipt adjusts the appropriate receipt statuses.

Receipt Header Status Values	Status Definition
Open	Not all edits have passed. One or more receipt lines are in Open status.
Received	All edits have passed. All lines are in Received or Canceled status.
Hold	Receipt is on hold until released by user.
Moved	Item has been interfaced to PeopleSoft Asset Management, PeopleSoft Inventory, or PeopleSoft Production Management.
Closed	All receipt lines have been moved and matched (when required). All interface requirements have been fulfilled and no further processing is required.
Canceled	All lines are canceled. Canceling cannot be reversed.

Receipt Line Status Values

At the line level, the status changes to Received only when all exceptions for the line have been addressed. This means that serializations have been completed and lot-control information has been provided. If the exceptions have not been addressed, the affected lines remain in Open status.

Only when all lines on the receipt have a status of Received will the receipt header have a status of Received. If any receipt lines have a status of Open, the receipt header will have a status of Open.

Using Quantity Tolerances

When you save the Receiving page, the system checks for overshipments of items for which the Reject Quantity Over Tolerance check box is selected on the Purchasing Attributes - Purchasing Controls page.

PeopleSoft Purchasing takes into consideration the PO line quantity, the current receipt quantity, and any quantity previously received for the PO line. When the quantity previously received plus the current receipt quantity is greater than the PO quantity, the difference is compared to the value in the Qty Rcvd Tolerance % (quantity received tolerance percent) field, also specified on the Purchasing Attributes - Purchasing Controls page.

When the tolerance percent is exceeded, the Qty Status (quantity status) field on the Line Status Details page is set to invalid, and the system displays a message indicating a quantity not within tolerance. The tolerance check uses the accepted quantity, which is derived by subtracting the reject quantity from the received quantity.

The system performs this kind of edit for dates, serialization, and lot control as well. You can save the receipt even if the appropriate action has not been taken. The line status remains Open until the serial and lot statuses have been completed and any other necessary adjustments have been made.

See Also

Viewing Receipt Line Status Details

"Defining Purchasing Item Information," Defining Purchasing Item Matching and Receiving Controls

Using Shipment Date Edits

On the Purchasing Attributes - Purchasing Controls page, you can specify, at the item level, the number of days a receipt can vary from the scheduled due date indicated on the PO. If the receipt date is prior to the due date of the PO schedule minus this tolerance value, then the receipt line is marked as early. If the receipt date is past the due date of the PO schedule plus this tolerance value, then the receipt line is marked as late.

See Also

"Defining Purchasing Item Information," Defining Purchasing Item Matching and Receiving Controls

Using Partial Receipt Edits

Use the Partial Qty field on the Purchasing Attributes - Purchasing Controls page to specify your preference for how partial shipments are handled by PeopleSoft Purchasing. You can specify that you want to be able to accept partial shipments when receiving items. Valid options, as well as how they are handled by the system during receipt, are explained in the following table.

Partial Receipt Flag Value	Result when partial quantity is received
Recvd (received)	No error and no warning are issued. Line status is set to Received.
Recvd/Warn (received/warning)	Warning message is issued. Line status is set to Received.
Open	No error and no warning are issued. Line status set to Open.
Open/Warn (open/warning)	Warning message is issued. Line status set to Open.
Error	Shipment cannot be received. Error message is issued. Line status set to Open.

See Also

"Defining Purchasing Item Information," Defining Purchasing Item Matching and Receiving Controls

Using Directed Putaway

Directed putaway is a method of putting away stock that helps optimize available storage space. Directed putaway can also be implemented to create more logical putaway plans. In designating stock for directed putaway, you can select very specific rules about the way in which stock should be put away, such as according to volume and weight constraints. In addition, you can specify that similar items be stored together or that certain materials always be stored in the same area of the warehouse.

In PeopleSoft Receiving, you use the Directed Putaway Locations page to confirm default directed putaway information for an item or override the existing default rules.

See Also

PeopleSoft Inventory PeopleBook, "Receiving and Putting Away Stock," Selecting Direct Putaway Locations

Common Elements Used in This Chapter

Area/Storage Area	Identifies the segment of the warehouse in which this item will be stored. If the item being received requires inspection, the chosen area must be associated with an inspection location. The available values that display in the override storage location fields (Area/Storage Area and Lev 1 - 4) vary depending on the distribution's consigned and non-owned item values.
	If the item is owned, only owned storage locations appear. If the item is non-owned and not consigned, both owned and non-owned storage locations appear. If the item is received as non-owned and consigned, only non-owned storage locations appear.
Distribute by	Value by which the line is to be distributed. If the material is being received by amount only, the default distribution method is Amt.
	Qty (quantity): Designates that the line is to be distributed by quantity.
	Amt (amount): Designates that the line is to be distributed by amount.
Dist Seq (distribution sequence)	Distribution sequence number associated with the selected asset or putaway row. These numbers are assigned to detail rows on the putaway, asset, and device tracking pages. These values can be greater than 1 if multiple lot numbers, serial IDs, or tag numbers exist.
IN Unit (inventory business unit)	Inventory business unit for the distribution. For non-PO receipts, this value defaults from the ship to location. For PO receipts, this value defaults from the PO distribution.
Lev 1 - 4 (level 1 - 4)	Identifies the next levels of storage within the storage area location.
PO Receipt	This check box is selected and unavailable when the receipt is PO-related. The check box is clear and unavailable when the receipt is non-PO-related.
Recv UOM (receiving unit of measure)	The receiving unit of measure.
Std UOM/Standard Unit of Measure	Unit of measure that reflects the most common unit of management for the item.
Stock UOM (stocking unit of measure)	Unit of measure used to put away stock. The stocking UOM is used to stock quantities in a UOM other than the standard UOM. You cannot change the stocking UOM for an item once the stock has been put away in PeopleSoft Inventory.
	Note. If you change the stock UOM, and the UOM conversion option selected for the item on the Business Unit Item Definition - Inventory: Shipping/Handling page is set to any value other than Use Entered UOM, continuing with the change limits the ability of certain batch functions to process the transaction. This includes functions such as the auto move of goods from inspection location to non-inspection location.
Vndr UOM (vendor unit of measure)	Item unit of measure assigned by the vendor.

Setting Up User Receiving Authorizations

Before you receive items on PeopleSoft Purchasing pages, you must:

Provide users with the authority to enter receipt and inspection information.
Define any necessary business rules and default values related to the receiving process.

See Also

"Defining PeopleSoft Purchasing Business Units and Processing Options," Defining Purchasing Business Unit Options

"Defining PeopleSoft Purchasing Business Units and Processing Options," Defining Document Numbering Options

"Defining PeopleSoft Purchasing Business Units and Processing Options," Defining Purchasing Processing Options

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook, "Defining User Preferences," Defining Receiving User Preferences

Receiving Purchase Order Items

To take advantage of the purchasing authorizations established during the requisition and purchasing process, goods and services received need to be referenced against a PO.

Steps in receiving a shipment against a PO might include:

Selecting the PO.
Receiving and rejecting shipment quantities.
Viewing PO comments on receipt lines and schedules.
Viewing receipt lines.
Entering asset information.
Entering inventory putaway information.
Entering serial, lot, and tag information.
Entering device-tracking information.

Not all of these actions are required for every PO receipt, depending on the items received and the method of receiving.

Receiving Non-Purchase Order Items

A non-PO receipt can be interfaced to the same products as a PO receipt, with the exception of PeopleSoft Manufacturing subcontracts, which must be received with a PO. Some information that would be copied from the PO for a PO receipt must be entered or selected when entering a non-PO receipt, while other information appears by default.

You add a non-PO receipt line on the Receiving page in Add mode. You must complete the Vendor and Ship To fields on the Header Details page before entering other non-PO receipt information on the Receiving page.

After you establish this part of the receipt, apply the expense portion of the receipt to the appropriate account by selecting the general ledger unit, account, department number, and distribution quantity on the Receipt Distributions page.

Receipt lines with associated POs cannot be added to non-PO receipts.

See Also

Entering Receipt Header Information

Viewing Receipt Distribution Information

Receiving Items by Amount

You can receive items by amount rather than quantity. In some cases, receipt quantities for services may be difficult to calculate, whereas receipt amounts for services may be more easily calculated over the life of a PO or contract. As phases of the job are completed, you can receive and pay for services in partial amounts, rather than in quantities. This functionality also allows partial receipts, which accommodates the possibility that it may take several receipts to complete a service or project worth 100,000 USD.

When the Amount Only check box is selected on the associated contract or PO, the quantity field for the transaction is set to 1 and made unavailable for entry. The amount of the transaction row is entered in the price field. For Amount Only transaction lines, the open amount and prior received amount are calculated instead of the open quantity and prior received quantity.

The distribution method for Amount Only transactions is always by amount.

Amount Only transactions are always associated with a PO or contract and cannot be an inventory-related transaction (targeted for an inventory business unit). The Amount Only functionality is not available for non-purchase-order transactions, barcode receiving, inspections, and returns to vendor.

Managing Receipts

In this section, we discuss how to:

Enter receipts.
Enter asset information.
Generate tag numbers.
Enter override inventory putaway information.
View inventory item storage details.
Search for available storage locations.
Enter receipt header information.
Access receipt default information.
View purchase order comments.
View return-to-vendor details.
View receipt line status details.
View receipt line details.
View manufacturer information.
View receipt distribution information.
View purchase order distribution details.
Accrue the receipt.

Pages Used to Create Receipts

Page Name	Object Name	Navigation	Usage
Receiving	RECV_WPO	Purchasing, Shipments, Maintain Receipts, Receiving	Create receipts for non-PO and PO line items.
Item Description	RECV_ITEM_DESCR, RTV_ITEM_DESCR_FS, PO_PICK_IT_DESCR	Click the item name link on the following pages: Receiving page Pick Purchase Order page RTV Information page Line Details page Manufacturer Information page Inventory Putaway Information page The item name link is composed of the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.	Enter and view descriptions for a specific item. See "Creating Requisitions Online," Accessing Item Descriptions.
Pick Purchase Order	PO_PICK_ORDERS	Click the Select Purchase Order link on the Receiving page.	Search for and retrieve PO schedules against which to create receipts.
Purchase Order Schedule	PO_PICK_SHIP_QTY	Click the Details link on the Pick Purchase Order page.	View detailed PO schedule information.
Asset Management Information	RECV_WPO_AM	Click the AM Stat Pending or Moved link on the Receiving page.	View and enter information about asset purchases. This information is passed on to PeopleSoft Asset Management. This page is available for entry only if the selected receipt is targeted for PeopleSoft Asset Management. The distribution must have an AM business unit and AM profile designated, and optionally, other AM data.
Generate Tag Numbers	RECV_AUTO_SERIAL	Click the Tag Number button on the Asset Management Information page.	Assign asset tag numbers to selected receipt items.
Generate Serial Numbers	RECV_AUTO_SERIAL	Click the Assign Serial Ids button on the Asset Management Information page.	Assign serial ID numbers to selected receipt items. This page is accessible only if the related item is serial-controlled.
Generate Lot Numbers	RECV_AUTO_SERIAL	Click the Lot ID button on the Inventory Putaway Information page.	Assign lot ID numbers to selected receipt items. This page is accessible only if the related item is lot-controlled.
Inventory Putaway Information	RECV_WPO_PUTAWAY	Click the INV Stat Pending or Moved link on the Receiving page.	View and enter overriding information used to put items away in inventory business unit storage locations. This page is available only if the receipt line is targeted for inventory. This is applicable to PO and non-PO receipts.
Inventory Item Information	RECV_INV_ITEMS_SP	Click the Item Details link on the Inventory Putaway Information page.	View detailed inventory information entered for an inventory-related item.
Storage Location Search	RECV_STOR_LOC_SRCH	Click the Storage Location Search link on the Inventory Putaway Information page.	Search available storage locations for the material that you are receiving.
Directed Putaway Locations	IN_PTWY_LOC_SP	Click the Directed Putaway link on the Inventory Putaway Information page.	Define directed putaway information for receipt items. This link is active only if you have enabled Directed Putaway for the business unit and defined putaway rules on the Putaway Rules page. See PeopleSoft Inventory PeopleBook, "Receiving and Putting Away Stock".
Device Tracking	RECV_WPO_DEVICE	Click the DT Details link on an item row on the Receiving page.	View and enter serial/component and lot/batch information. This page is only accessible for items that have been flagged for device tracking. See PeopleSoft Managing Items PeopleBook, "Working With Items," Using Device Tracking.
Header Details	RECV_WPO_HDR	Click the Header Details link on the Receiving page.	View and enter receipt header information.
Receipt Defaults	RECV_WPO_DEFAULTS	Click the Receipt Defaults link on the Receiving page.	View summary information about the receipt and make changes to the receipt's processing flow by stopping specific information from being processed or interfaced.
PO Header Comments	RECV_PO_LN_COMMENT	Click the PO Header Comments link on the Receiving page.	View comments from the associated PO's header level.
PO Line Comment	RECV_PO_LN_COMMENT	Click the PO Line Comment link on the Receiving page.	View comments from the associated PO's line level.
PO Ship To Comments	RECV_PO_LN_COMMENT	Click the PO Ship To Comments link on the Receiving page.	View comments from the associated PO's schedule level.
RTV Information	RTV_LN_DISP_SEC	Click the Display ReturnToVendor Data link on the Receiving page.	View details about any RTV transactions created for the selected receipt.
Line Status Details	RECV_WPO_STATUS	Click the Line status information link on the Receiving page.	View receipt line status details. Check the status of the receipt prior to saving the actions that you've entered so far.
Line Details	RECV_WPO_DETAILS	Click the Line detail information link on the Receiving page.	View receipt line item details.
Manufacturer Information	RECV_WPO_MFG	Click the Manufacturer information link on the Receiving page.	View manufacturing details for a manufacturing-related item.
Receipt Distributions	RECV_WPO_DIST	Click the Distribution information link on the Receiving page.	View distribution information for the selected receipt.
Projects Information	PC_FIELDS	Click the Project button on the Receipt Distributions page.	Enter information relevant to the project with which this item is associated. The values displayed on this page are defined on pages accessed from the Maintain Projects menu. See PeopleSoft Projects PeopleBook, "Creating and Maintaining Projects," Maintaining Projects.
PO Distribution Details	RECV_WPO_PO_DIST	Click the PO Distribution Details link on the Receipt Distributions page.	View PO distribution information.
Asset Detail	RECV_DISTRIB_AM	Click the Asset Information link on the Receipt Distributions page.	Enter asset information for an eligible item. See "Creating Requisitions Online," Entering Asset Details.
Receipt DOC Status	PRCR_DOCSTAT_INQ	Purchasing, Shipments, Review Shipment Information, Document Status, Receipt DOC Status Click the Document Status Inquiry link on the Receiving page.	Access and review information about procurement documents associated with a receipt. See "Inquiring About Document Status," Viewing Receipt Document Status.
Pre - AM 01	INTFC_PRE_AM_01	Asset Management, Send/Receive Information, Preview AP/PO Information, Pre-AM 1	Preview data in the Pre-Interface Pre - AM 1 table. You can correct information in the fields that are available for data entry. See PeopleSoft Asset Management PeopleBook, "Integrating with Other Applications," Previewing Data in the Pre-Interface Table (Pre — AM 01 Page) .
Accrue Receipt	RUN_RECVACCR_OL	Click the Run PO Receipt Accrual button on the Receiving page. The button is only available if the receipt has been saved and is eligible for accrual.	Run the Receipt Accrual process, the Miscellaneous Charges process, or both. See "Using Receipt Accrual".

Entering Receipts

Access the Receiving page.

If a vendor sent you Advanced Shipment Receipt information using electronic data exchange and the receipts have already been created by the Receive Load process (PO_RECVLOAD), the receipt information appears in the scroll area for your review in Update/Display mode.

Receipt Status	Status of the receipt header. Values are:
	Closed (closed receipt)
	Hold (hold receipt)
	Moved (moved to destination)
	Open (open)
	Received (fully received)
	Canceled (canceled)
Receive Source	Source of the PO for the item being received. Values are:
	On-line (online)
	ASR (Advanced Shipment Receipt)
	Data Cllct (data collection)
Cancel Receipt	Click to cancel the entire receipt. Canceling the transaction cannot be reversed.
Cancel Line	Click to cancel the selected receipt line. Canceling the line cannot be reversed.
	Click the Print Delivery Report button to save the currently entered receipt information and initiate the Receipt Delivery report process (POY5030) in the same business event.
	Click the Copy quantity down button to copy the Receipt Qty (received quantity) value on the selected line to all Receipt Qty fields below it.
	Click the Run PO Receipt Accrual button to access the Accrue Receipt page where you can run the Receipt Accrual process, the Miscellaneous Charges process, or both. The button is only available if the receipt has been saved and is eligible for accrual. An error will display if Do Not Generate Reversal is not selected as the Reversal code on the Journal Generator Template.

Receipt lines

Rev (revision)	Enter a revision number associated with the item ID, if applicable.
Price	For PO-related receipts, this is the price from the PO. For non-PO receipts, this is the Last PO Price value from the Purchasing Attributes page.
Receipt Qty (receipt quantity)/Recv UOM (received unit of measure)	Enter the quantity delivered and the UOM in which it was received. When you enter the receipt quantity for a line, the Accept Qty value is calculated by subtracting the rejected quantity from the receipt quantity.
Accept Qty (accepted quantity)	Quantity of items accepted. When you enter a Receipt Qty value for a line, the accepted quantity is calculated by subtracting the rejected quantity from the receipt quantity. This field is display-only.
Status	Status of the receipt line.
	C (closed schedule)
	H (hold schedule)
	O (open schedule)
	R (received schedule)
	X (canceled schedule)
Serial	Identifies if the receipt line is serial controlled. If you are receiving a description-only PO line (no item ID) and the line is asset-related, the serial option can be selected. For serial-controlled items, you must enter the serial ID at the time of receipt, putaway, or during any inventory movement transaction.
Device Track	Indicates whether a receipt line is device tracked. Default value is selected and unavailable for device tracked items unless they are description-only (no Item ID). Field is available for items that are description-only. Select to device track items that are description-only.
AM Stat (asset management status)	Displays the status of the item's data in relation to PeopleSoft Asset Management. Values are:
	Pending: Indicates that the receipt line is asset-related and is pending interface with PeopleSoft Asset Management.
	Moved: Indicates that the receipt line has been interfaced to PeopleSoft Asset Management.
	N/A (not applicable): The receipt line is not asset-related.
INV Stat (inventory move status)	Displays the item's move or putaway status in PeopleSoft Inventory. This information appears by default based on the value in the Item field. Values are:
	Pending: Indicates that the receipt line is inventory-related and is pending interface with PeopleSoft Inventory.
	Moved: Indicates that the receipt line has been interfaced to PeopleSoft Inventory.
	N/A (not applicable): The receipt line is not inventory-related.
Inspect	If selected, indicates that the receipt line requires inspection.

Reject and Inspect Tab

Inspection processing may be performed as a separate business process for your organization. This involves receiving all goods, moving them to an inventory holding area, and then performing the inspection process. To have your receiving agents process shipments and receipts in this manner, select the Separate Inspection option when setting up your purchasing definitions on the Purchasing Definition - Business Unit Options page. This makes the Insp Qty field unavailable for entry during the receiving transaction. Inspections are performed in a separate inspection transaction using the Inspection page. If you want your receivers to be able to inspect and reject items at time of receipt, do not select the Separate Inspection option.

Reject Qty (rejected quantity)	Quantity of items rejected. The values in the Net Recv (net received) and Accept Qty (accepted quantity) fields are calculated by subtracting the reject quantity from the receipt quantity.
Reject Action	Action for the rejects. Values are:
	C (return for credit)
	R (return for replacement)
	When you enter or modify a rejection against a PeopleSoft Production Management receipt line, and the receipt has already been moved to Production Management, the following adjustments apply when updating the Production Management interface table:
	If the reject action is for credit, the production receipt accepted quantity is decreased as long as the resulting quantity is greater than or equal to the Production Accept Quantity in QTY_UPD_ACCPT_SUOM. The production receipt rejected quantity is increased as long as the resulting quantity is less than or equal to the Production Reject Quantity in QTY_UPD_REJCT_SUOM.
	If the reject action is return for replacement, the production receipt accepted quantity is decreased as long as the resulting quantity is greater than or equal to the Production Accept Quantity in QTY_UPD_ACCPT_SUOM. The production receipt rejected quantity remains the same.
Reject Reason	Reason for the rejection. These user-configured values are defined on the Return Reasons page.
RMA Number (return material authorization number)/RMA Line	If available, enter the RMA number the vendor assigned to the rejected item. Supplying this information helps you and the vendor associate your rejected goods to the original PO. RMA information from any return-to-vendor transactions (RTVs) associated with the receipt line does not update the receipt RMA information.
Net Recv (net received)	Number of items received. This is the received quantity less the quantity of items rejected and returned. The quantity returned is included in this calculation if the RTV return action is return for replacement and the RTV Source Adjust option is selected at the business unit level.
Recv Alloc (receiving allocation)	Values are: FIFO (first-in-first-out): Allocations to the receipt distributions are fulfilled based on the sequence in which they are added to the PO schedule for PO receipts or the receipt line for non-PO receipts.
	Prorate: Allocate the receipt amount across the distributions for the schedule based on what percentage the PO distribution amount is of the PO schedule amount for PO receipts.
Ship To	Location to which the vendor delivered the items.

Optional Input Tab

Hold	Select to put the receipt line on hold. When selected, the receipt line status is set to H (hold).
Due Date	Delivery due date of the received items. This field appears by default from the PO.
Pro Number (progressive number)	Tracking number assigned to the shipment in which the material arrived. This appears by default from the receipt header.
Origin Country	Country from which the received items were shipped. This value is used for Intrastat reporting.
Replacement	Indicate that a shipment is a replacement for a prior return. This is used for Intrastat reporting.
	NA (not applicable)
	RN (replaced goods not returned): Indicates that this shipment is a replacement for goods that were not returned to the vendor.
	RR (replacement of returned goods): Indicates that this shipment is a replacement for goods that were returned to the vendor.
Vndr Itm ID (vendor item ID)	Item ID assigned by the vendor. This value defaults from the PO.
UPN ID (universal product number)	The UPN ID (field name UPN_ID) assigned to a unique combination of item ID, manufacturer ID, and unit of measure.
Insert non PO line (insert non-purchase order line)	Click to add a line to the receipt to receive material that was purchased without a PO number. Complete the Vendor and Ship To fields on the Header Details page before entering a non-PO receipt.

See Also

Accruing a Receipt

Entering Receipt Header Information

"Appendix A: PeopleSoft Purchasing Reports," POY5030 - Receiver Delivery

"Defining PeopleSoft Purchasing Business Units and Processing Options," Defining Purchasing Business Unit Options

"Defining Purchasing Item Information," Defining Purchasing Item Attributes

"Inspecting Received Items"

"Managing Vendor Returns," Rejecting Items Versus Returning Items

"Using Messaging"

"Using Receipt Accrual"

PeopleSoft Global Options and Reports PeopleBook, "Setting Up and Running Intrastat Reports"

PeopleSoft Managing Items PeopleBook, "Defining Items," Defining Shipping and Handling Item Attributes for the Business Unit

PeopleSoft Managing Items PeopleBook, "Working With Items," Using Device Tracking

PeopleSoft Managing Items PeopleBook, "Working With Items," Using Item Quantity Unit of Measure

PeopleSoft Managing Items PeopleBook, "Working With Items," Using Universal Product Numbers

PeopleSoft Setting Up Procurement Options PeopleBook, "Defining Procurement Options," Assigning Codes to Reject and Return Reasons

Selecting Purchase Orders

Access the Pick Purchase Order page.

The search functionality of this page enables you to perform a broad or narrow search based on a variety of search criteria. You can use one or all of the available fields. After your search retrieves a list of items, you can make your selections and have the system place them on your transaction document.

PO Unit	Enter the business unit.
ID	Enter the PO number or purchasing contract number. Entering a contract ID retrieves all of the POs associated with the contract.
Line and /	Enter the PO line and schedule numbers.
Release	Enter the release number of the contract associated with the item, if applicable.
Days +/- Today	Enter a value to further restrict or expand the number of PO schedules displayed within the start date and end date values. This value is added or subtracted from the current date to calculate the start date and end date values. The default value appears from the User Preferences - Procurement: Receiver Setup page. You may also enter the start date and end date.
Start Date and End Date	Used as a comparison against the PO date to determine which schedules are retrieved. These values display by default to the current date plus or minus the value in the Days +/- Today field.
OpenSched	Select to retrieve only PO schedules that haven't been fully received. Clear this check box to select PO schedules that have already been fully received.

Select No Order Qty (no order quantity), Ordered Qty (ordered quantity), or PO Remaining Qty (purchase order remaining quantity) to determine the receipt quantity to be displayed. These fields specify quantities to transfer to the receipt. Accessibility to these fields is determined by the user's blind receipt authorization set on the User Preferences - Procurement: Receiver Setup page.

No Order Qty (no order quantity)	Select to signify that the receipt must specify the actual quantity received. This selection requires a live count of the items prior to receipt in the system. If selected, the copy function does not transfer order quantities to the receipt. All receipt quantities need to be entered manually.
Ordered Qty (ordered quantity)	Select to automatically make the PO quantity the received quantity. This selection defaults in the PO quantity regardless of any prior receipt quantity.
PO Remaining Qty (purchase order remaining quantity)	Select to have the receipt display the numeric difference between the quantity ordered and the current quantity received at the receipt level. Selecting this option replaces the received quantity with the quantity that has not yet been received.
Search	Click to display PO lines and schedules that match the entered criteria.

In the Retrieved Rows scroll area, select a check box to work with a particular line. You can select multiple schedules at once when this page is accessed from Receiving and Return To Vendor pages.

Selected Rows Tab

Prior Rcpt Item (prior receipt item)

Number of items already received.

More Details Tab

PO Amount (purchase order amount)	Monetary value of the merchandise on the selected PO line.
Recv Reqd (receiving required)	Select if receiving is required for this item. If selected, the item is subject to any receiving tolerances defined for the item.
Rcv Tol % (receiving tolerance percentage)	If tolerance is activated for the receipt of this item, the tolerance percentage appears. This percentage determines how much of an overshipment is allowed without having to reject items.
Price	Unit price of the item on the selected PO line.

Running the Receive Load Application Engine Process (PO_RECVLOAD)

"Managing Vendor Returns," Entering Return-To-Vendor Information

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook, "Defining User Preferences," Defining Receiving User Preferences

Viewing Purchase Order Schedule Details

Access the Purchase Order Schedule page.

The purchase order schedule details accessible on this page display by default according to the PO line and schedule you selected on the Pick Purchase Order page.

Purchase Order Quantity and Prior Receipt Qty values do not display if the Blind Receipt Authorization is selected in your user preferences on the User Preferences - Procurement: Receiver Setup page.

See Also

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook, "Defining User Preferences," Defining Receiving User Preferences

Entering Asset Information

Access the Asset Management Information page.

Note. If the defaults for your asset purchases are setup in such a way that you do not need to override them during the receiving process, it is not necessary to access the Assets pages. These rows are generated and populated with defaults at save time. However, if the receipt line is serial-controlled, you must supply the appropriate required information.

If the PO distribution has a PeopleSoft Asset Management business unit and asset profile ID specified, the Asset field on the Line Status Details page is set to Y. When receipt items are identified as asset purchases, use this page to enter or override default asset information to be sent to PeopleSoft Asset Management.

If the item being received requires serialization, the number of rows generated is equal to the distribution quantity converted to the standard unit of measure.
If the item does not require serialization, then one row is generated with a quantity equal to the distribution quantity.
If the asset rows have not been populated automatically, the receiving agent can expand them.

Use this page to accommodate split-funded assets. For example, if you purchased a vehicle to be shared by three departments, use this page to split-fund the vehicle between the departments. This works as designed only if the purchased vehicle is an asset and is not inventory-related, meaning there is no inventory business unit specified for it on the PO distribution. In this scenario, a single asset tag number is assigned to the vehicle and associated with each of the three department distributions.

In addition, if the receipt line is serial-controlled, the system verifies the following for the selected receipt line:

The sum of interface record quantities for any given serial ID is 1.
Only one asset ID is assigned to any given serial ID on the receipt line.
Only one tag number is assigned to any given serial ID on the receipt line.

	Click the Insert Non-Serial Row button to split out distribution quantities to different asset management locations. This generates another asset row for the same PeopleSoft Asset Management business unit. Reduce your earlier asset management quantities for this unit if you split the asset management quantity. The total asset management quantity for this unit must match the total quantity you've accepted.
	Click the Cancel Row button to cancel this asset row information. This row is a child of the distribution line. If the receipt has not been interfaced, this asset row will not be interfaced and will be deleted during receipt interface processing. If the receipt has been interfaced, then a retire asset transaction is passed to PeopleSoft Asset Management.
	Click the Assign Next Asset ID button to temporarily assign a value of AUTO-ASSIGN as the line item's asset ID value. This value is replaced with the next available asset ID value upon saving the receipt.

Distribution Information

AM Unit (Asset Management business unit)	PeopleSoft Asset Management business unit associated with the selected distribution line. The PeopleSoft Asset Management unit can be entered for new non-PO receipts, but cannot be changed once the receipt has been saved.
Profile ID	Identifier for the receipt item's product profile defined in PeopleSoft Asset Management.
Capitalize	Designates whether or not the receipt item is capitalized. Values are:
	Non Cap (not a capitalized asset)
	Capitalize (capitalized asset)
CAP # (capital acquisition planning number)	Capital acquisition plan identifier. Defined in PeopleSoft Asset Management.
CAP Sequence (capital acquisition planning sequence)	Sequence number for the capital acquisition plan.
Cost Type	Cost type code for the receipt item, if applicable. Cost types represent different components of the cost of an asset, such as materials, labor, and overhead. For example, you can differentiate between the cost of building an asset and its market value by allocating the cost of production to one cost type and the margin of profit to another cost type. Cost type, in combination with asset category and transaction code, determines into which accounts the costs are entered in the general ledger.

Asset Information Tab

Status	Receipt asset row status. Identifies whether or not this specific asset row has been passed to the PeopleSoft Asset Management system. One asset row can have a status of Moved and another row on the same distribution can have a status of Open.
Serial ID	Serial ID for the distribution sequence. This field is available for entry only when the Serial option is selected for the selected line on the Receiving page.
Asset ID	Asset ID for the distribution sequence. The default value is NEXT. If you do not override this value, NEXT is passed to PeopleSoft Asset Management, where the next asset ID is assigned. You may choose to override the NEXT value and manually enter an asset ID or assign one by using the Assign Next Asset ID button.
Profile ID	Identifier for the receipt item's product profile. This value is not available for change by the receiving agent and is populated by the value on the receipt distribution.

More Details Tab

Custodian

Recipient of the asset item on the selected distribution sequence.

PO Comment

Displays the PO comments for the selected item. Information such as the asset tag number may have been entered upon creation of the order.

See Also

Viewing Receipt Line Status Details

PeopleSoft Asset Management PeopleBook, "Establishing Asset Processing," Setting Up Cost Types

Generating Tag Numbers

Access the Generate Tag Numbers page.

Start Num (start number)	Number at which you want tag or serial numbering to begin.
Multiplier	Number by which you want the tag or serial numbering increased for each sequential item. Note. The multiplier algorithm uses the first number sequence from the right end of the start number as the number to increment. For example, NB-8000-001-ABC would use 001 as the first number sequence, not 8000.
Overwrite	Select to overwrite existing tag and serial number information on the Asset Management Information page with values entered here.
Start Row	Distribution row number at which you want tag or serial numbering to begin.

Entering Override Inventory Putaway Information

Access the Inventory Putaway Information page.

Note. If the defaults for your inventory purchases are setup in such a way that you do not need to override them during the receiving process, it is not necessary to access the Putaway pages. These rows are generated and populated with defaults at save time. However, if the receipt line is serial- or lot-controlled, you must supply the appropriate required information.

Companies typically accept items through receiving and then route them to a staging area. In PeopleSoft Purchasing, items are "staged" until you initiate material putaway. The putaway process assigns the items to appropriate inventory business unit storage locations.

If PO distributions have an inventory business unit specified, the Inventory field on the Line Status Details page is set to Y. When receiving items are identified as inventory purchases, you can override the default information for the putaway process on this page.

	Click the Insert Non-Serial Row button to split out the quantities to different putaway locations. This generates another putaway row for the same inventory business unit. Reduce earlier putaway quantities for this unit if you split a putaway. The total putaway quantity for this unit must match the total quantity accepted.
	Click the Cancel Row button to cancel the selected row of the distribution line. If the receipt has not been interfaced, this putaway row will not be interfaced and will be deleted during receipt interface processing. If the receipt has been interfaced, the putaway rows are removed from inventory.

Distribution Information

Consigned	If selected, indicates that the distribution items are consignment items.
Non-Owned Item	If selected, indicates that the distribution items are non-owned.
Distributed Quantity	Number of items being distributed for this distribution line. This value is dependent on the value entered in the Quantity field.
Location Code	Business unit location where the items will ultimately be located.
Merchandise Amt (merchandise amount)	Merchandise amount allocated to this distribution, expressed in the transaction currency. This value is dependent on the value entered in the Quantity field.
Base Amt (base amount)	Distribution merchandise amount in the PeopleSoft General Ledger business unit currency. This value is dependent on the value entered in the Quantity field.
Default Location	Location designated as the default putaway location for this item. This is not required on the receipt. You can enter an override location on the receipt or assign a default location in inventory before running the Putaway process after the Receiver Interface Push process (PO_RECVPUSH).

Putaway Information Tab

Quantity	Number of items being received for the distribution sequence. The value in this field determines the values that appear in the Distributed Quantity, Merchandise Amt, and Base Amt fields.
Vendor Lot	Identifier assigned to the item's lot by the vendor.
Expire Dte (expiration date)	Expiration date for a lot-controlled item. If the item is a non-inventory receipt line (subcontract, expense only, or an asset-only interface receipt), then this field is left blank. If the item's lot ID has been assigned an expiration date, this value cannot be changed. If the item's lot ID doesn't have an assigned expiration date, the item's shelf life value (if greater than zero) is added to the receipt date to calculate the expiration date. You can override this value. You must enter a shelf life value if one does not already exist.

Putaway Location Tab

IN Unit (inventory business unit)	Identifies the inventory business unit for the distribution. For non-PO receipts, this value defaults from the ship to location. For PO receipts, this value defaults from the PO distribution.
Container ID	Container with which the received item is associated.
Kanban ID	Identification code assigned to the Kanban card associated with the putaway of this item. This code defaults from the kanban details.

Using the Receiving Putaway Integration

If the receipt has not started the putaway process, then all putaway fields on the PeopleSoft Purchasing Receiving Inventory Putaway Information page (quantity, serial ID, lot ID, container, and putaway location) are available for entry, and any changes are immediately propagated to the appropriate STAGED_INF_INV row.
If the receipt has gone through the Load Staged Items process, but an error was found, all putaway fields on this page are available for entry, and any change is immediately propagated to the STAGED_ITEM_INV row. An example of such an error is when information in STAGED_ITEM_INV/STAGED_COST_INV has a putaway status of 3. No data validation is necessary because the Load Staged Errors process validates the information.
If the receipt has gone through the Load Staged Items process without errors, then the only fields available for entry on the PeopleSoft Purchasing Receiving Inventory Putaway Information page are the Quantity field and the Cancel button. All other fields are unavailable for entry. This is necessary because the original putaway information has already gone through validation and cannot be validated again.
If you made a mistake entering the lot ID, serial ID, container, or putaway location on the PeopleSoft Purchasing Receiving Inventory Putaway Information page, cancel the original putaway row by clicking the Cancel button for the row and then inserting a new row with the correct information. This row will go through the Process Receipts process that writes the information to STAGED_INF_INV. The canceled row is deleted from STAGED_ITEM_INV.
If there are multiple staging rows in STAGED_ITEM_INV for a given receipt line/distribution sequence number, you see a warning before the quantity change is propagated to the staging table. This may happen if a user on the putaway side splits a receipt quantity over multiple storage locations. For a quantity increase, the change is made to the original STAGED_ITEM_INV row; that is, the row with the smallest STAGED_NUM. For a quantity decrease, the change is made starting with the original row (smallest STAGED_NUM) and continuing with each subsequent STAGED_NUM row until the total quantity decrease has been applied. If a row's quantity becomes 0, it is deleted from the table.
If a receipt is on a putaway plan (that is, if it has been assigned a putaway plan ID and line) or if it has already been flagged for putaway, a warning appears when a quantity change is made or when the Cancel button is clicked.
If the receipt has gone through the full putaway process, the only putaway fields that are available for entry on the PeopleSoft Purchasing Receiving Inventory Putaway Information page are the Quantity field and Cancel button. All other fields are unavailable for entry. If you need to change other fields, cancel or decrease the quantity of the original row and insert a new one. The new rows will go through the regular Process Receipts process, which then writes the information to STAGED_INF_INV.
If the quantity is increased, the appropriate PHYSICAL_INV, PO_RECEIVED_INV, LOT_CONTROL_INV (if the item is lot-controlled), and BU_ITEMS_INV rows are updated to reflect this change. A row is written to the transaction history table (TRANSACTION_INV) with the quantity increase and a transaction group 010 or 020, depending on whether or not the item requires inspection. If the item is standard-costed, the PPV (purchase price variance) should be calculated and a row written to TRANSACTION_INV. If the item is average-costed, the average cost should be recalculated. If the quantity increase should go through the putaway process, insert a new row on the Receiving page. This enables you to decide for yourself how you want quantity increases to be handled.
If the quantity is decreased, the appropriate inventory tables are searched to determine whether the change is allowed. If the quantity decrease is allowed, the corresponding tables are updated to reflect this change. A row is written to the transaction history table with the quantity decrease.
If there are multiple rows in PHYSICAL_INV corresponding to the receipt line/distribution sequence number, then a warning appears before the quantity change is propagated to PHYSICAL_INV. For a quantity increase, the change is made to the PHYSICAL_INV row corresponding to the smallest STAGED_NUM. For a quantity decrease, the change is made starting with the original row (smallest STAGED_NUM) and continuing with each subsequent STAGED_NUM row until the total quantity decrease has been applied.
If part of the receipt quantity is still in STAGED_ITEM_INV while the rest has been put away, then the STAGED_ITEM_INV rows reflect this change. If the changes cannot be fully transferred to the staging table, then the quantity that has already been put away should be updated. For quantity increases, only the first STAGED_ITEM_INV row is updated. For quantity decreases, STAGED_ITEM_INV is updated first, then if there is an additional quantity to decrease, the putaway quantity is updated.

Question	Answer
How does the Asset Management Information page work with the Peoplesoft Purchasing Receiving Inventory Putaway Information page? If a serial ID is changed, will it affect what gets written to the staging tables?	The serial and lot ID fields are identical on the Inventory Putaway Information page and the Asset Management Information page. Changes on one page result in updates to the other page. Additional changes are not required.
If the quantity is changed on either the Receiving page, Review Plan page, or Stockroom Feedback page, are there UOM issues?	The receipt quantity displayed on the Inventory Putaway Information page converts to the standard UOM. The quantity may need to be converted to the stocking UOM if the UOM is modified during the putaway process.

See Also

Entering Asset Information

Entering Override Inventory Putaway Information

Using the Receiver Interface Push Application Engine Process

Processing Receipts

Viewing Receipt Line Status Details

PeopleSoft Flow Production PeopleBook, "Using the Different Replenishment Sources," Using Vendor Replenishment

PeopleSoft Inventory PeopleBook, "Managing Consigned Inventory," Receiving Consigned Stock

PeopleSoft Inventory PeopleBook, "Receiving and Putting Away Stock," Entering Putaway Information

PeopleSoft Inventory PeopleBook, "Receiving and Putting Away Stock," Loading Items Into the Putaway Staging Tables

PeopleSoft Inventory PeopleBook, "Receiving and Putting Away Stock," Viewing Putaway Plans

PeopleSoft Managing Items PeopleBook, "Defining Items," Establishing Item Tracking and Lot-Control Attributes

PeopleSoft Managing Items PeopleBook, "Working With Items," Using Item Quantity Unit of Measure

Viewing Inventory Item Storage Details

Access the Inventory Item Information page.

Shlf Life (shelf life)	Item shelf life expressed in days. PeopleSoft Inventory calculates the lot-expiration date by adding the value of the shelf life to the creation date of the lot. The shelf life value defaults from the value defined on the Business Unit Item Definition - Inventory: Shipping/Handling page.
MSDS ID (material safety data sheet ID)	If this item requires an MSDS, the appropriate MSDS ID appears.
Hazard Code	As required for your business needs, the appropriate code appears. This field is informational only.

See Also

PeopleSoft Managing Items PeopleBook, "Defining Items," Defining Additional Item Attributes

PeopleSoft Managing Items PeopleBook, "Defining Items," Defining Shipping and Handling Item Attributes for the Business Unit

Searching for Available Storage Locations

Access the Storage Location Search page.

Stor Loc (storage location)	Select storage location areas and levels to search.
	Click the Additional Search Criteria button to search on the storage location values that you entered in the Stor Loc fields. Your search results appear in the scroll area.

Entering Receipt Header Information

Access the Header Details page.

Recv Date (received date)/Receipt Time	Date and time at which you physically received the material.
Pack Slip	This field is available only at the header level. The field becomes unavailable when the match status on the receipt is Matched or Partially Matched.
Bill of Lading	The bill of lading that you enter here defaults onto the receipt lines.
Nbr Cartons (number of cartons)	Number of cartons received.
Pro Nbr (progressive number)	Carrier's tracking number for this delivery of materials.
Allow ERS (allow evaluated receipt settlement)	If selected, the receipt can be used by PeopleSoft Payables for ERS (evaluated receipt settlement).
Match Status	Displays the receipt's matching status.
	Matched (fully matched)
	No Match (no match)
	Partial (partially matched)
	To Match (to be matched)
Invoice Dt Op (invoice date options)	This value is used in PeopleSoft Payables voucher processing to determine the invoice date for ERS vouchers. Values are:
	Frt Terms (freight terms): Use freight terms to determine the invoice date.
	Recv Date (receipt date): Use the receipt date to determine the invoice date.
Match Rule	The match rule assigned to the receipt, if applicable.
Freight Terms	Receipt freight terms, if applicable. The freight terms reflect who holds legal responsibility for the material until ownership has passed.
Pallets In	Number of pallets delivered.
Pallets Out	Number of empty pallets returned in exchange.
Port of Unloading	For international shipments when Intrastat reporting is required, identify the port of unloading. This is the actual shipping port where the goods were first unloaded when arriving in the destination country.

See Also

PeopleSoft Payables PeopleBook, "Running Matching"

PeopleSoft Payables PeopleBook, "Structuring Procurement Options for PeopleSoft Payables," Defining Match Rule Controls

PeopleSoft Payables PeopleBook, "Structuring Procurement Options for PeopleSoft Payables," Viewing and Updating Match Rules

Accessing Receipt Default Information

Access the Receipt Defaults page.

Hold Receipt	Select to delay further processing of this receipt until you clear this option. It can be selected before moving the received goods to their destination and is unavailable once the receipt has a status of Moved.
Hold Assets	Select to delay further processing of asset information until you clear this option.
Hold Inventory	Select to delay further processing of inventory and putaway information until you clear this option. This option is unavailable once the receipt has a status of Moved.
Interface Receipt	Select to make this receipt a candidate for interface processing for all interfaces not on hold. Unless this option is clear, the Receiver Interface Push process (PO_RECVPUSH) is invoked upon saving the receipt.

Viewing Purchase Order Comments

Access the PO Header Comments page.

Access the PO Line Comment page.

Access the PO Ship To Comments page.

Send to Vendor

If selected, designates that these comments were sent to the vendor as a part of the PO dispatch.

Viewing Return-To-Vendor Details

Access the RTV Information page.

Action	Return action designated for the returned item.
Disposition	Method of disposal designated for the returned item.
Rev (revision)	Displays the item's revision number, if applicable.
Return Qty (return quantity)	Number of items being returned. This does not include any quantities rejected before receipt.
Ship Qty (ship quantity)	Number of items being shipped back to the vendor. This does not include any quantities rejected before receipt.

See Also

"Managing Vendor Returns," Entering Return-To-Vendor Information

"Managing Vendor Returns," Rejecting Items Versus Returning Items

Viewing Receipt Line Status Details

Access the Line Status Details page.

Receipt Status

Asset	Designates whether the receipt line item is an asset item, along with its status. Values are:
	Moved: The receipt line has been interfaced to PeopleSoft Asset Management.
	N/A (not applicable): The receipt line is not asset-related.
	Pending: The receipt line is an asset item that has not been moved to the assets staging area and is pending interface with PeopleSoft Asset Management.
Mfg (manufacturing)	Designates whether the receipt line item is a PeopleSoft Production Management item, along with its status. Values are:
	Moved: The receipt line has been interfaced to PeopleSoft Production Management.
	N/A (not applicable): The receipt line is not production management-related.
	Pending: The receipt line is production management related and is pending interface with PeopleSoft Production Management.
Inventory	Designates whether the receipt line item is an inventory item, along with its status.
	Moved: The receipt line has been interfaced to PeopleSoft Inventory.
	N/A (not applicable): The receipt line is not inventory-related.
	Pending: The receipt line is inventory-related and is pending interface with PeopleSoft Inventory.
Inspect	Designates whether the receipt line item requires inspection, along with one of the following statuses: Complete or Incomplete.
Serial Control	Designates whether the receipt line item is serial-controlled, along with one of the following statuses: Complete or Incomplete.
Lot Control	Designates whether the receipt line item is lot-controlled, along with one of the following statuses: Complete or Incomplete.
Due Date	Displays the requested due date of the receipt line item.
	The status of the ship date, as well as the number of days by which the ship date was late also appears.
	Date OK (passes date check): Shipment date passed the ship date tolerance check.
	Early Ship (early shipment): Shipment date was too early to pass the ship date tolerance check.
	Late Ship (late shipment): Shipment date was too late to pass the ship date tolerance check.
Qty Status (quantity status)	Displays the tolerance status of the receipt line item's received quantity, along with the percentage of items that were overshipped.
	Qty OK (passes quantity check): Received quantity passed the quantity tolerance check.
	Over Ship (over shipment): Received quantity was greater than the quantity tolerance.
	Under Ship (under shipment): Received quantity was less than the quantity tolerance.
Matching	Indicates if matching is required for the receipt line.
Match Status	Displays the receipt line's matching status.
	Matched (fully matched)
	No Match (no match)
	Partial (partially matched)
Amount Only	If selected, indicates that the receipt line is to be received by amount only.
Intrastat Distribution Status	Used for Intrastat reporting and indicates whether this receipt has been processed by the Intrastat reporting process.
	Distribute (distributed)
	Ignore (ignored)
	Archive (archival entry)
	Reversal (reversal entry)
	Undefined (undefined)
Complete	Selected if the Receiver Interface Push process has completed for the receipt line. This includes the creation of receipt landed cost transactions and receipt notification transactions.

Receipt Quantity

Insp Qty (inspected quantity)	Quantity inspected on the receipt line.
Recv UOM (receiving unit of measure)	Unit of measure in which the items were received.

See Also

Using Quantity Tolerances

Using Shipment Date Edits

Using the Receiver Interface Push Application Engine Process

PeopleSoft Global Options and Reports PeopleBook, "Setting Up and Running Intrastat Reports"

PeopleSoft Payables PeopleBook, "Running Matching"

PeopleSoft Managing Items PeopleBook, "Working With Items," Using Item Quantity Unit of Measure

Viewing Receipt Line Details

Access the Line Details page.

Purchase Order

PO Type (purchase order type)

Type of PO from which the receipt line was created. This is a user-defined value. Types are not used in PO processing, with the exception of Kanban; however, you can use them for tracking and reporting purposes.

Conversion Rate

Convert to PO	Conversion rate applied to the receipt UOM quantity to determine the PO UOM quantity.
Convert to Stock	Conversion rate applied to the receipt UOM quantity to determine the stocking UOM quantity to put away the item.
Configuration Code	If applicable, identification code assigned to specific configuration details for the items.

See Also

PeopleSoft Flow Production PeopleBook, "Using the Different Replenishment Sources," Using Vendor Replenishment

PeopleSoft Managing Items PeopleBook, "Working With Items," Using Item Quantity Unit of Measure

Viewing Manufacturer Information

Access the Manufacturer Information page.

Revision	Revision code associated with the receipt item.
Production ID	If the item is associated with a PeopleSoft Production Management production kit, this field displays the item's associated production ID.
Operation Sequence	Number designating the sequence in which this material is used in the production sequence. If you have a production ID for building a bicycle, each step in building the bicycle is an operation sequence. For example, you may have operation sequences associated with the production ID for painting the bicycle frame, installing handlebars, and installing tires.

The following verifications are performed by the system when you receive PeopleSoft Manufacturing subcontracted purchases.

You receive an error if you try to receive a quantity for an operation sequence that is greater than the accepted quantity for the previous operation sequence for that same production ID.

For example, suppose that you send out 100 frames for painting (operation sequence 1). You receive them and have to reject 10 and physically scrap them. You have 90 frames remaining and send them out to have handlebars installed (operation sequence 2). If you try to receive 95 frames back from operation sequence 2 (possibly across multiple receipts), the system prompts you with an error. You cannot receive the quantity of 95 because the accepted quantity of the previous operation sequence was only 90.
You receive an error if you try to receive a quantity for which the previous operation sequence has not yet been received.

For example, suppose that you send out 100 frames for painting (operation sequence 1) and haven't received them back. If you try to receive frames back from having handlebars installed (operation sequence 2), you receive an error. You cannot receive frames back from having handlebars installed, because they have not yet been received back from being painted.

See Also

"Defining Purchasing Item Information," Defining Purchasing Item Attributes

PeopleSoft Production Management PeopleBook, "Maintaining Production Orders and Production Schedules"

Viewing Receipt Distribution Information

Access the Receipt Distributions page.

More Distribution Details Tab

Consigned	Designates whether the item is consigned or not. You may override the setting on this page for non-PO items only. This setting can only be overridden if it defaults from the item as consigned. If the setting defaults as not consigned, this setting cannot be overridden.
Non-Owned	Designates whether an item is owned or non-owned. This value is set at the item level. An item is non-owned if it is maintained in inventory but is not owned by the associated business unit.
IN Unit (inventory business unit)	If the item is an inventory item, displays the inventory business unit associated with the item.
Qty Std UOM (quantity in the standard unit of measure)	Quantity of items being distributed, expressed in the standard UOM.
AM Unit (Asset Management business unit)	PeopleSoft Asset Management business unit assigned to the PO for the selected receipt items by the originating PeopleSoft Purchasing business unit.
Profile ID	Identifier of the item's product profile.
Qty VND UOM (quantity in the vendor's unit of measure)	Quantity of items being distributed, expressed in the vendor UOM.

See Also

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook, "Defining and Using ChartFields," Understanding ChartFields

PeopleSoft Inventory PeopleBook, "Managing Consigned Inventory," Receiving Consigned Stock

PeopleSoft Managing Items PeopleBook, "Working With Items," Using Item Quantity Unit of Measure

Viewing Purchase Order Distribution Details

Access the PO Distribution Details page.

EmplID (employee ID)

Employee for whom the item is being purchased.

Purchase Order Details Tab

SUT Code Pct (sales/use tax code percentage)	The percentage reflecting the sum of the percentage rates of all the tax authorities contained within the tax code SUT. Tax codes consist of a group of tax authorities defined on the Tax Code page. The distribution tax code defaults from the PO schedule.
VAT Percent (value-added tax percentage)	The VAT code used for this distribution. The VAT code is normally used to classify VAT activity and is associated with a tax rate.

See Also

"Defining PeopleSoft Purchasing Business Units and Processing Options," Preparing Your PeopleSoft Purchasing VAT Environment

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook, "Defining and Using ChartFields," Understanding ChartFields

PeopleSoft Global Options and Reports PeopleBook, "Understanding Value Added Taxes (VAT)"

PeopleSoft Working With Customers and Orders PeopleBook, "Calculating Sales and Use Tax," Defining Tax Codes

Accruing a Receipt

Requirements for Eligibility for Accrual

For both PO and non-PO receipts:
1. The receipt must not be fully matched.
2. The receipt status must be Moved, Not Recv'd (not received), Open, Partial, Received, or Canceled.
For PO Receipts, the Accrual PO Receipt Flag in the associated Purchasing business unit must be selected.
For Non PO Receipts, the Accrual Non/PO Receipt Flag in the associated Purchasing Business Unit must be selected.

Access the Accrue Receipt page.

Accounting Date	Mandatory. The default value is the current date. An error will display when you click OK if the date used is not in an open period.
Default Entry Event Code	Displays only if Entry Events are enabled on the Installation Options — Entry Event page, and cannot be left blank if Entry Events are required. The values available are set at the business unit level. A warning will display when you click OK if this is not a purchase order receipt and entry events are optional and the field is blank.
	For PO receipts with no Entry Event Code on the PO distribution line, the value selected here will populate the expense and accrual accounting lines. The encumbrance line will be blank.
	If there is already an Entry Event Code on the PO distribution line, it will not be replaced by the value selected on this page and the Entry Event Code will populate expense, accrual, and encumbrance accounting lines.
	For non-PO receipts, the value selected here will populate the expense and accrual accounting lines.

Run Receipt Accrual Option

Both	This will be selected by default if there are miscellaneous charges for this receipt. Select to run the Receiver Interface Push process to update miscellaneous charges and also run the Receipt Accrual process.
Misc. Charges Process	Select to run the Receiver Interface Push process to update miscellaneous charges.
Receipt Accrual Process	Select to run the Receipt Accrual process.

"Using Entry Events"

"Using Receipt Accrual"

Modifying Receipt ChartFields

In this section, we discuss how to modify receipt ChartFields.

While it is unusual for the receiving department to change distribution information copied directly from the PO, PeopleSoft Purchasing has built this flexibility into the system should your business practices require this functionality.

Page Used to Modify Receipt ChartFields

Page Name	Object Name	Navigation	Usage
Receipt ChartFields - ChartFields	RECV_ACCOUNT	Purchasing, Shipments, Receipt ChartFields, Chartfields	Modify ChartField values for receipt distribution lines.
Item Description	RECV_ITEM_DESCR_FS	Click the item name link on the Receipt ChartFields - ChartFields page. The item name link is composed of the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.	Enter and view descriptions for a specific item. See "Creating Requisitions Online," Accessing Item Descriptions.
Projects Information	PC_FIELDS	Click the Project button on the Receipt ChartFields - ChartFields page.	Enter information relevant to the project with which this item is associated. The values displayed on this page are defined on pages accessed from the Maintain Projects menu. See PeopleSoft Projects PeopleBook, "Creating and Maintaining Projects," Maintaining Projects

Page Name

Object Name

Navigation

Usage

Receipt ChartFields - ChartFields

RECV_ACCOUNT

Purchasing, Shipments, Receipt ChartFields, Chartfields

Modify ChartField values for receipt distribution lines.

Item Description

RECV_ITEM_DESCR_FS

Click the item name link on the Receipt ChartFields - ChartFields page.

The item name link is composed of the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.

Enter and view descriptions for a specific item.

See "Creating Requisitions Online," Accessing Item Descriptions.

Projects Information

PC_FIELDS

Click the Project button on the Receipt ChartFields - ChartFields page.

Enter information relevant to the project with which this item is associated. The values displayed on this page are defined on pages accessed from the Maintain Projects menu.

See PeopleSoft Projects PeopleBook, "Creating and Maintaining Projects," Maintaining Projects

Modifying Receipt ChartField Values

Access the Receipt ChartFields - ChartFields page.

Receipt Lines

Vndr Rcpt Qty (vendor receipt quantity)/Vndr Accept Qty (vendor accept quantity)	Received and accepted quantities expressed in the vendor UOM.
Dist Qty (distribution quantity)	Distribution quantity to be charged to the ChartField combination.

See Also

Entering Receipt Header Information

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook, "Defining and Using ChartFields," Understanding ChartFields

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook, "Defining User Preferences," Defining Receiving User Preferences

Tracking Receipt Activity

In this section, we discuss how to track receipt activities.

Pages Used to Track Receipt Activity

Page Name	Object Name	Navigation	Usage
Receipt Activity and Comments - Activity	RECV_ACTIVITY	Purchasing, Shipments, Receipt Activity and Comments, Activity	Enter and track activities associated with a receipt. You can set up reminders for receiving activities and activities that should be done after the goods are received. Enter as many activities as necessary.
Receipt Header Comments	RECV_COMMENTS_SEC	Click the Header Comment link on the Receipt Activity and Comments - Activity page.	View and enter header-level comments for the selected receipt. See "Creating Requisitions Online," Entering Comments .
Receipt Line Comments	RECV_COMMENTS_SEC	Click the Line Comment link on the Receipt Activity and Comments - Activity page.	View and enter line-level comments for the selected receipt. To access this page, enter the appropriate receipt line in the Receipt Line field. See "Creating Requisitions Online," Entering Comments .

Page Name

Object Name

Navigation

Usage

Receipt Activity and Comments - Activity

RECV_ACTIVITY

Purchasing, Shipments, Receipt Activity and Comments, Activity

Enter and track activities associated with a receipt. You can set up reminders for receiving activities and activities that should be done after the goods are received. Enter as many activities as necessary.

Receipt Header Comments

RECV_COMMENTS_SEC

Click the Header Comment link on the Receipt Activity and Comments - Activity page.

View and enter header-level comments for the selected receipt.

See "Creating Requisitions Online," Entering Comments .

Receipt Line Comments

RECV_COMMENTS_SEC

Click the Line Comment link on the Receipt Activity and Comments - Activity page.

View and enter line-level comments for the selected receipt.

To access this page, enter the appropriate receipt line in the Receipt Line field.

See "Creating Requisitions Online," Entering Comments .

Using Advanced Shipment Receipts

In this section, we discuss how to:

Access advanced shipment receipt (ASR) information.
Access ASR PO header details.
View ASR shipment details.
View ASR shipping address details.
Enter ASR lot and serial ID information.

Note. If your installation includes PeopleSoft eSupplier Connection, your suppliers can enter advance shipment notifications directly into the PeopleSoft system. Once a supplier ASN is submitted, it becomes an advance shipment receipt in PeopleSoft Purchasing.

"Using Messaging"

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook, "Defining and Using ChartFields," Understanding ChartFields

PeopleSoft eSupplier Connection PeopleBook, "Creating Advanced Shipping Notices "

Common Elements Used in This Section

ASR Item	If the ASR uses a different item ID, such as the vendor's item ID, that item ID appears.
ASR Seq (ASR sequence)	If multiple ASRs were sent in the same transmission, designates the sequence in which they were inserted.
ASR Stat (ASR status)	Values are:
	Error (ASR error): Indicates that there was an error in processing the transaction. Click the Error Message Text link to access details about the error.
	New (ASR new): Designates a new transaction that has not been processed by the Receive Load process.
	Processed (ASR processed): Indicates that the transaction has been processed by the Receive Load process and a receipt has been created.
	Ready (ready for processing): Indicates that the transaction has been reset from Error status after corrections were performed.
	Validated (ASR validated): The ASR is being processed by the Receive Load process. This is the only time at which the ASR will have this status.
	Canceled (ASR canceled): Indicates that the transaction has been canceled.
Msg (message)/Message Number	If the ASR Stat is set to Error, displays the message number that identifies the type of error that occurred.
Order No (order number)	Order number assigned by the vendor that sent the ASR.
Pro Number (progressive number)	Tracking number assigned to the package in which the material was delivered.

Pages Used to Use Advanced Shipment Receipts

Page Name	Object Name	Navigation	Usage
ASR Review	RECV_AOLN_EC	Purchasing, Shipments, Review Shipment Information, Advanced Shipment Receipts, ASR Review	Access information about receipts received using the ASR enterprise integration point (EIP) or created by supplier-entered ASNs.
Item Description	RECV_AOLN_IT_DESCR	Click the item name link on the ASR Review page. The item name link is composed of the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.	Enter and view descriptions for a specific item. See "Creating Requisitions Online," Accessing Item Descriptions.
Header Details	RECV_AOHD_EC	Click the Header Details link on the ASR Review page.	Access PO header details for the selected ASR.
Shipment Header	RECV_ASHD_EC	Click the Shipment Header link on the ASR Review page.	View shipment details for the selected ASR.
Address	RECV_ADDR_EC	Click the Address link on the ASR Review page.	View shipping address details for the selected advanced shipment receipt.
Lot/Serial	RECV_AOLS_EC	Click the Lot/Serial link on the ASR Review page.	Enter lot and serial ID information for lot- and serial-controlled items.
Pick Purchase Order	PO_PICK_ORDERS	Click the Select Purchase Order link on the ASR Review page.	Select PO items and attributes that you want to reconcile with a receipt received by ASR (advanced shipment receipt). See Selecting Purchase Orders.

Accessing Advanced Shipment Receipt Information

Access the ASR Review page.

EIP Control ID (enterprise integration point control ID)	Identifier assigned to the message that imported the selected batch of ASRs.
	Note. If your installation includes PeopleSoft eSupplier Connection, the system assigns an EIP control ID when a vendor submits a supplier ASN using the Advance Shipment Notification component.
	Click the Cancel button to cancel the ASR. Canceling an ASR cannot be reversed.

ASR Lines Tab

PO Unit (Purchasing business unit)	Purchasing business unit associated with the ASR. You can override the PO unit by changing the PO Business Unit value on the Header Details page. You can change the value for one PO line on this page or change the information on the Header Details page to populate the change to all PO lines at once.
Purchase Order	Enter the PO number associated with the ASR. You can use this field to correct PO key information. You can change the value for one PO line on this page or change the information on the Header Details page to populate the change to all PO lines at once.
Line	Enter the PO line number associated with the advanced shipment receipt. You can use this field to correct PO key information.
Sched Num (schedule number)	Enter the PO schedule number associated with the advanced shipment receipt. You can use this field to correct PO key information.

More Line Data Tab

Unit of Measure	Item unit of measure used on the PO.
Qty Shipped (quantity shipped)	Quantity shipped expressed in the shipment unit of measure.
Rev Override (revision override)	Enter a value if the revision on the ASR is different from the revision value on the PO.
Revision	Revision number associated with the item ID, if applicable.
Vendor Contract ID	If applicable, enter the identification code assigned to any associated vendor contract.

See Also

Accessing Advanced Shipment Receipt Purchase Order Header Details

Access the Header Details page.

Shipment Number	The shipment number assigned by the vendor or supplier to the ASR shipment.
PO Business Unit (PeopleSoft Purchasing business unit)/Purchase Order	PeopleSoft Purchasing business unit and PO associated with the ASR. Changes that you make to the values in these fields are reflected on the Advanced Shipment Receipt - ASR Review page.

PeopleSoft eSupplier Connection PeopleBook, "Creating Advanced Shipping Notices "

Viewing Advanced Shipment Receipt Shipment Details

Access the Shipment Header page.

Shipment Header

EC Primary Event Code (electronic collection primary event code)	EDC primary event code generated by the system when the message is processed.
EC Secondary Event Code (electronic collection secondary event code)	EDC secondary event code. This is an internally assigned value.
OM Unit (order management business unit)	Order management business unit associated with the ASR, if applicable.
Customer ID	Identification code assigned to your organization by the vendor.
Inventory Business Unit	Inventory business unit associated with the ASR, if applicable.
Process Instance	Identification code assigned to the process instance that loaded the ASR.
ShipTo Set	Ship to address setID assigned to the shipment.
Ship To	Ship to address assigned to the shipment.
Location	Vendor location code.
Device ID	Identification code assigned to the device that generated the ASR. This is an information-only field value that can be supplied on the input transmission.
DtTime (date and time)	Date and time at which the ASR was received.
Cancel ASR	Select to cancel the entire ASR. Canceling a receipt cannot be reversed.

Viewing Shipping Address Details

Access the Address page.

Demand Line No (demand line number)	Displays the demand line number from the vendor shipping system. This value is informational only.
Customer Address Type	Indicates the type of customer address that appears on the page. Values are H (ship to customer) and S (sold to customer).

Entering Lot and Serial ID Information

Access the Lot/Serial page.

Lot Seq No (lot sequence number)	Number assigned to give a record a unique identifier for processing purposes.
Shipping	Unit of measure used to ship the ASR items.
Lot ID	If the item is lot-controlled, enter the lot ID assigned to the item.
Serial ID	If the item is serial-controlled, enter the serial ID for the item.

See Also

PeopleSoft Managing Items PeopleBook, "Defining Items," Establishing Item Tracking and Lot-Control Attributes

Receiving Using Electronic Data Collection

In this section, we discuss how to:

Initiate receiving using EDC.
Update ASRs staged by the Receive Load process using EDC.
Receive an entire PO using EDC.
Receive a PO line using EDC.
Receive a PO schedule using EDC.
End an EDC receiving transaction.

You can use EDC to enter receipts in PeopleSoft Purchasing. Use the Purchasing Receiving - Receiving page to complete five receiving-specific transactions using an EDC system. You may also choose to manually enter data on this page to create receiving data that could have been automatically entered using an EDC device.

When you save an EDC transaction page, the page clears so that you can enter another transaction immediately. These transactions are saved in the transaction log until they are picked up by background processes. These background processes can be set up to continually scan the transaction log.

When you enter the transaction data using these data collection pages, selected pieces of information on the page trigger edits that validate the data entered. In addition, the background processes validate all information before any updates are performed.

See Also

PeopleSoft Working With Third-Party Applications PeopleBook, "Designing Your Electronic Data Collection System"

PeopleSoft Working With Third-Party Applications PeopleBook, "Managing Supply Chain Management Integration Points"

PeopleSoft Working With Third-Party Applications PeopleBook, "Using an Electronic Data Collection System"

Common Elements Used in This Section

Area	Identify the segment of the warehouse in which this item will be stored. If the item being received requires inspection, the area chosen must be associated with an inspection location.
Device ID	Identification code assigned to the device that scanned the transaction.
End Trans (end of transaction)	Set to Y to signal the end of the transaction.
Lev 1 - 4 (level 1-4)	Identify the next levels of storage within the Area location in which you want the items stored.
Number	Identifies the number of records scanned during the transaction.
Tag Number	If this is an item that is tracked as an asset, the asset tag number is required.
Trans Nbr (transaction number)	The last number assigned to the last record that was inserted in the transaction log.
Vendor Lot	For a lot-controlled item, identifies the vendor-assigned lot ID associated with the item.

Pages Used to Receive Items Using Electronic Data Collection

Page Name

Object Name

Navigation

Usage

Purchasing Receiving - Receiving

BCT_PO_RECEIVING

Data Exchanges, Create Transactions, Receiving, Purchasing Receiving, Receiving

Complete five receiving-specific electronic data collection transactions.

Transaction Maintenance

BCT_CTL_UPD

Data Exchanges, Transaction Error Handling, Maintain Transactions, Transaction Maintenance

View EDC receiving transactions in the transaction log. The transaction log provides access to transaction detail pages that enable you to correct transaction errors.

See PeopleSoft Third-Party Applications PeopleBook, "Managing Supply Chain Management Integration Points," Using Transaction Maintenance.

Initiating Receipt Using Electronic Data Collection

Access the Purchasing Receiving - Receiving page.

Select one of the following options in the Trans Code (transaction code) field to access the associated page function:

0101	Enter transaction code 0101 to update an ASR staged by the Receive Load process.
0102	Enter transaction code 0102 to receive an entire PO.
0103	Enter transaction code 0103 to receive a PO line.
0104	Enter transaction code 0104 to receive a PO schedule.
0105	Enter transaction code 0105 to end the receiving transaction.

Note. Fields on this page hide and appear depending on the electronic data collection transaction code that you enter in the Trans Code field.

Updating Advanced Shipment Receipts Using Electronic Data Collection

Access the Purchasing Receiving - Receiving page and enter transaction code 0101 in the Trans Code field.

Use the version of the page that appears to update an ASR previously staged by the Receive Load process.

Container ID	Container that holds the items being received.
Ship No (ship number)	Shipment number assigned to the ASR shipment. This is a required field on this page.

Receiving Entire Purchase Orders Using Electronic Data Collection

Access the Purchasing Receiving - Receiving page and enter transaction code 0102 in the Trans Code field.

Use the version of the page that appears to receive all lines of the specified PO.

Receiving a Purchase Order Line Using Electronic Data Collection

Access the Purchasing Receiving - Receiving page and enter transaction code 0103 in the Trans Code field.

Use the version of the page that appears to receive a specific PO line.

Receiving a Purchase Order Schedule Using Electronic Data Collection

Access the Purchasing Receiving - Receiving page and enter transaction code 0104 in the Trans Code field.

Use the version of the page that appears to receive a specific PO schedule.

Ending an Electronic Data Collection Receiving Transaction

Access the Purchasing Receiving - Receiving page and enter transaction code 0105 in the Trans Code field.

Use the version of the page that appears to end the transaction when you have finished receiving a shipment.

Loading Receipts Received Using Enterprise Integration Points and Electronic Data Collection

In this section, we discuss how to run the Receive Load process (PO_RECVLOAD) to load transactions into the PeopleSoft Purchasing tables. Receipts can be received through the following methods:

Advanced Shipment Receipt (ASR) enterprise integration point (EIP).
PO Receipts EIP.
Electronic data collection (EDC) system.
Supplier-entered advance shipping notifications (PeopleSoft eSupplier Connection is required).

These transactions enable you to bypass manual receipt entry using the Receiving page.

The Receive Load process requires that a PO exist before a receipt can be created. Therefore, it is only able to create PO-related receipts. The process does not load non-PO receipts.

Loading ASR Transactions

When you load ASR transactions, the Receive Load process uses the PO line number and line quantity to allocate or cascade quantities to all open or unreceived schedules. Allocations are done on a sequential basis.

If the PO line quantity is 100:

Schedule 1 quantity is 20, status is open.
Schedule 2 quantity is 30, status is closed or already received.
Schedule 3 for a quantity of 20, status is open.
Schedule 4 for a quantity of 30, status is open.

If the ASR is for a quantity of 100:

20 will be allocated to schedule 1.
20 will be allocated to schedule 3.
60 will be allocated to schedule 4, which will result in an overshipment.

Note. ASR transactions can include supplier-created ASNs from PeopleSoft eSupplier Connection.

Loading EDC Transactions

If you are using an EDC system to load receiving transactions, load the receipt data to the data collection transaction log.

Loading WMS Transactions Using the PO Receipts EIP

If you use a warehouse management system (WMS) application, the transactions are loaded from the WMS application like the EDC transactions. However, in the receipt confirmation transaction from the WMS application, the inventory business unit can be included to associate receipts to the appropriate distribution line. If the inventory business unit is included, the receipt quantity is applied to that business unit's distribution line. If you have selected the Allow Receipt Load Cascade option on the Purchasing Definition - Business Unit Options page, the receipt quantity is applied against the next schedule. This applies only to WMS 0103 transactions.

If the receipt confirmation transaction from the WMS application includes a storage location, the storage location sent from the WMS application overrides the default storage location for the putaway of the item.

Receiving Using Electronic Data Collection

"Defining PeopleSoft Purchasing Business Units and Processing Options," Defining Purchasing Business Unit Options

"Using Messaging," Processing Inbound Messages

PeopleSoft eSupplier Connection PeopleBook, "Creating Advanced Shipping Notices," Creating Supplier ASNs

PeopleSoft Third-Party Applications PeopleBook, "Using an Electronic Data Collection System," Using the Electronic Data Collection Transactions

PeopleSoft Third-Party Applications PeopleBook, "Working With Warehouse Management Systems"

Pages Used to Load Receipts Received by Enterprise Integration Points and Electronic Data Collection

Page Name

Object Name

Navigation

Usage

Receiver Load

RUN_RECVLOAD

Purchasing, Shipments, Load Receipts, Receiver Load
Data Exchanges, Process Transactions, Load Purchase Order Receipts, Receiver Load

Run the Receive Load process.

Pick Purchase Order

PO_PICK_ORDERS

Click the Select Purchase Order link on the Receiver Load page.

Select PO items and attributes that you want to put through the Receipt Load process.

See Selecting Purchase Orders.

Running the Receive Load Application Engine Process (PO_RECVLOAD)

Access the Receipt Load - Receiver Load process page.

Receiver Load Options

Fields on this page hide and appear depending on the value that you enter in the Receiver Load Options field. Select one of the following options in the Receiver Load Options field to access the associated page function.

Load Data Collect Trans (load data collection transactions): Select to process data collection transactions that are in the transaction log. This includes transaction data received using EDC and WMS systems.

See Loading Electronic Data Collection Transactions Using the Receive Load Process .

Load ASR Transactions (load advanced shipment receipt transactions): Select to load Advanced Shipment Receipt transactions, also known as ASN transactions, into the Purchasing tables.

See Loading ASR Transactions Using the Receive Load Process.

Loading Electronic Data Collection Transactions Using the Receive Load Process

Access the Receipt Load - Receiver Load page and select Load Data Collect Trans in the Receiver Load Option field.

Use this version of the page to process data collection transactions in the transaction log.

The Load Data Collection Transactions process, like the other data collection processes, is set up to continuously scan the transaction log as long as there are transactions in the log. If no transactions are in the log when a process scans the log, the process shuts down and can be restarted by the Process Scheduler. Use of the Process Scheduler with this background process ensures that it runs continuously.

Loading ASR Transactions Using the Receive Load Process

Access the Receipt Load - Receiver Load page and select Load ASR Transactions in the Receiver Load Option field.

Use this version of the page to load ASR or ASN transactions into the Purchasing tables.

Processing Receipts

In this section, we discuss how to process receipts. Processing receipts in PeopleSoft Purchasing involves two processes:

Receiver Interface Push process (PO_RECVPUSH)
PS/Receipts Assets & Putaway process (RECEIPTS).

Working together, these processes load receipt information into PeopleSoft application tables managed by the PeopleSoft Inventory putaway process, PeopleSoft Asset Management asset load process, and PeopleSoft Production Management routing process.

Depending on individual receipt characteristics, each receipt transaction should be processed by at least one of these processes. A receipt's status changes from Received to Moved once it has been successfully processed.

Note. These processes also generate receipt landed cost transactions and any applicable receipt notification messages. For this reason, it is important to run these processes on all receipts.

Using the PS/Receipt Assets & Putaway Multiprocess Job

Using the Receiver Interface Push Application Engine Process

The Receiver Interface Push process moves data to the PeopleSoft Asset Management interface table, where it is picked up by the asset batch process. This process can be executed in one of two ways:

If you know the receipt being processed contains inventory-related lines, asset-related lines, or lines that contain both, run the Receiver Interface Push process as part of the PS/Receipts Assets & Putaway process.
If you know the receipt being processed has no inventory-related lines, run the Receiver Interface Push process independent of the PS/Receipts Assets & Putaway process.

Before a receipt can be a candidate for the independently run Receiver Interface Push process, the following criteria must be true:

The Flag Items for Auto-Putaway check box on the User Preferences - Inventory page must be selected. If this check box is not selected, the item will be staged for inventory.
The receipt's status must be Received.
The Hold Receipt check box on the Receipt Defaults page must be clear.
The Interface Receipt check box on the User Preferences - Procurement: Receiver Setup page must be selected. If the user's option for Interface Receipt is set to Y, then the value on the receipt defaults to Y, and unless overridden on the receipt, the Receiver Interface Push process is invoked when the receipt is saved.

You can run the Receiver Interface Push process from the Process Receipts page.

See Also

Accessing Receipt Default Information

Using the PS/Receipt Assets & Putaway Multiprocess Job

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook, "Defining User Preferences," Defining PeopleSoft Inventory User Preferences

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook, "Defining User Preferences," Defining Receiving User Preferences

Using the PS/Receipt Assets & Putaway Multiprocess Job

The PS/Receipt Assets & Putaway process processes receipts that contain inventory-related lines, asset-related lines, or lines that contain both. If the receipts that you are processing contain asset-related lines, then the Receiver Interface Push process runs as part of the PS/Receipt Assets & Putaway process.

The PS/Receipt Assets & Putaway process runs the following processes automatically:

Receiver Interface Push process
PeopleSoft Inventory Load Staged Items process (INPSSTGE)
PeopleSoft Inventory Putaway process (INPPPTWY)
PeopleSoft Inventory Putaway Plan report (INS3500)

Before a receipt can be a candidate for the PS/Receipt Assets & Putaway process, the following criteria must be true:

Criteria discussed in "Processing Receipts" and "Using the Receiver Interface Push Application Engine Process" must be met.
The Hold Inventory check box on the Receipt Defaults page must be clear to enable to process to move received items to PeopleSoft Inventory.
The Hold Asset check box on the Receipt Defaults page must be clear to enable the process to move received items to PeopleSoft Asset Management.

The PS/Receipt Assets & Putaway process inserts any applicable putaway rows from the receipt and loads them into the Putaway staging table for the inventory putaway segment of the process.

When a receipt requires corrections to asset-applicable lines, assets previously interfaced can have their quantities both increased or decreased. In addition, if an asset row is canceled on the receipt, a retirement transaction is created and sent to PeopleSoft Asset Management.

Notifications of the receipt of subcontracted purchases are routed to PeopleSoft Production Management through the PS/Receipt Assets & Putaway process. The identifying keys of the work order from the original request, along with details about the receipt are passed to the Production Management receipt process. When a subcontracted receipt is updated, the Production Management receipt process is notified of any changes to the accepted and rejected quantities.

When processing a receipt for a subcontract that has a data collection receipt source, transaction log entries are created that are later processed by PeopleSoft Production Management batch processing. When processing a last operation receipt, Subcontract Receipt to Stock (0112) transactions are created. Otherwise, Subcontract Receipt Operation (0113) transactions are created.

The successful completion of this process generates landed cost transactions. After these transactions are generated, the process complete status on the receipt line is set to Yes. In addition, receipt notification messages are generated for applicable PeopleSoft Inventory par locations for non-inventory receipt.

You can run the PS/Receipt Assets & Putaway process from the Process Receipts page.

See Also

Accessing Receipt Default Information

Using the Receiver Interface Push Application Engine Process

PeopleSoft Asset Management PeopleBook, "Retiring Assets "

PeopleSoft Inventory PeopleBook, "Receiving and Putting Away Stock," Loading Items Into the Putaway Staging Tables

PeopleSoft Inventory PeopleBook, "Receiving and Putting Away Stock," Running the Putaway Report

PeopleSoft Inventory PeopleBook, "Receiving and Putting Away Stock," Understanding Receiving and Putaway Processing

PeopleSoft Production Management PeopleBook, "Subcontracting"

PeopleSoft Third-Party Applications PeopleBook, "Integrating With a Third-Party Point-of-Use Supplier System"

PeopleSoft Third-Party Applications PeopleBook, "Integrating With a Third-Party Surgical Resource Software Application"

Page Used to Process Receipts

Page Name	Object Name	Navigation	Usage
Process Receipts	RUN_PO_RECEIPT	Purchasing, Shipments, Process Receipts	Define parameters to run the Receiver Interface Push process (PO_RECVPUSH) and the PS/Receipt Assets & Putaway process (RECEIPTS).

Processing Receipts

Access the Process Receipts page.

Autogenerate Labels

Select to generate labels for the receipt using the PO Receipt Labels report page.

See Also

Generating Receiving Labels

Working with Landed Costs on Receipts

In this section, we discuss how to:

Access receipt and voucher landed cost information.
View landed cost voucher details.

Landed costs are miscellaneous charges that you can add to a PO in addition to sales and use tax and VAT. If PeopleSoft Cost Management is installed, you can use the landed cost charges that are used by PeopleSoft Cost Management to calculate the actual cost of an item.

If PeopleSoft Cost Management is not installed, you can still define a landed cost miscellaneous charge on the Misc Charge/Landed Cost Defn page. You can then set up PeopleSoft Purchasing to automatically calculate the landed cost based on items and item vendors using the Miscellaneous Charges - Miscellaneous page, or you can manually add landed costs charges on the PO. Receipt lines generated at receiving push time are assigned these estimated landed costs from their associated PO schedules.

PeopleSoft provides landed cost reports, such as the Estimate vs. Actual Landed Cost report (CMS3000), Total Purchase Variance report (CMS3010), and Standard Purchase Variance report (CMS3020) to assist you in landed cost analysis.

"Defining Purchasing Item Information," Assigning Miscellaneous Charges and Templates to Items and Categories

PeopleSoft Cost Management PeopleBook, "Appendix B: PeopleSoft Cost Management Reports"

PeopleSoft Cost Management PeopleBook, "Defining Your Cost Foundation in Manufacturing Environments"

PeopleSoft Setting Up Procurement Options, "Structuring Procurement Options," Setting Up Miscellaneous Charges and Landed Costs

Pages Used to Work With Landed Costs on Receipts

Page Name	Object Name	Navigation	Usage
LC Manual Close (landed cost manual close)	CM_LC_MANU_CLOSE	Purchasing, Shipments, Close Landed Costs, LC Manual Close	View and enter details about landed costs applied to a receipt and the vouchers created to pay for them. Perform manual overrides, closing individual or all landed cost lines associated with the selected receipt line.
Voucher Details	CM_LC_MANU_CLS_VC	Click the link in the Misc Chg column on the LC Manual Close page.	View voucher details for the selected landed cost applied to the receipt line.

Accessing Receipt and Voucher Landed Cost Information.

Access the LC Manual Close page.

Receiver Line Charges

Close	Select at the header level to close all landed cost lines for the selected receipt. Select at the line level to close an individual landed cost line.
LC Status (landed cost status)	Landed cost status of the selected receipt line. Values are:
	Open: The landed cost status for the receipt line remains in an Open status until all landed cost voucher lines have a Closed status.
	Closed: The landed cost status for the receipt line changes to Closed when all of the landed cost voucher lines have a Closed status.
Misc Chg (miscellaneous charge)	Miscellaneous charge code assigned to the landed cost charged to the receipt line. Click the link to access the Voucher Details page.
Charge Amount	Estimated landed costs from the PO schedule.
Voucher Amt (voucher amount)	Actual amount paid on the voucher for the landed cost. This value appears by default from your accounts payable system.
Voucher Qty (voucher quantity)	Actual landed cost item quantity accounted for on the voucher. This value appears by default from your accounts payable system.
Amount Variance %	Percentage by which the landed cost Charge Amount value varies from the landed cost Voucher Amt value.
Quantity Variance %	Percentage by which the landed cost Accept Qty value varies from the landed cost Voucher Qty value.
Amount Tolerance %	Displays the percentage by which the actual landed cost (Voucher Amt value) can be more or less than the estimated landed cost (Charge Amount value). This value allows the charge to be automatically closed for landed costs when the voucher amount is within tolerance of the charge (PO) amount.
Quantity Tolerance %	Displays the percentage by which the actual landed cost quantity (Voucher Qty value) can be more or less than the estimated landed cost quantity (Accept Qty value).

Note. A receipt cannot be reconciled unless the amount and quantity variances are within the amount and quantity tolerances.

Viewing Voucher Details for Landed Costs

Access the Voucher Details page.

Matching Vouchers

Voucher Qty Converted (voucher quantity converted)	Original quantity of items received on this receipt line.
Charge Amount Converted	Original estimated landed cost charge from the PO schedule.
Charge Amount	Actual landed cost charge paid on the voucher converted from the estimated landed cost on the PO schedule using the voucher currency and UOM (unit of measure).
UOM Vchr (unit of measure voucher)	Unit of measure assigned to the landed cost quantity on the voucher.
Quantity Vouchered	Landed cost quantity vouchered after conversion to the UOM of the voucher.

Closing Receipts

In this section, we discuss how to run the Close Receipts process (PO_RECV_COM) to closes and assign a Closed status to receipt schedules that have been interfaced to assets, inventory, or production management (if required) and matched (if required).

Closing a receipt prevents maintenance from being performed on the receipt because the receipt is no longer visible in the receipt update option. You can use the Receiving - Receipts Inquiry page to view closed receipts.

The receipt line has a Closed status when all the receipt schedules have been marked Closed. The receipt header has a Closed status when all line items have been marked Closed. A receipt can have some schedules and lines in an Open status and other schedules and lines that have been Closed. Canceled lines and schedules are ignored in determining the status of the receipt.

See Also