receipt routing method in purchase
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7/27/2019 Receipt Routing Method in Purchase
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Receipt Routing Method in Purchase Orders
Posted by Suryakanth Gunti on December 2, 2012 · Leave a Comment
Receipt Routing
Receipt Routing are of three types Direct, Standard and Inspection
In Direct once the goods arrive at the gate we directly move them to Sub-Inv, in Standard oncethe goods are at gate we receive it at the receiving point first and then move them to the Sub-Inv
and finally in Inspection once the goods are at gate we receive it at the receiving point and then
we perform inspection and accordingly we either accept it or reject them.
Let us now understand how this is done practically
Switch to MM NEW PO responsibility
Create a Purchase order
Navigate to PURCHASE ORDER->PURCHASE ORDER
Type: Standard Purchase Order
Supp: MM SUPP
Under the lines:
Num Type Item Qty Price Need By Date 1 Goods MMASL 300 50 30-NOV-2012
For this line we create multiple Shipments by clicking on SHIPMENT
Line Org Qty Promise Date
1 MM 100 30-NOV
2 MM 100 30-NOV
3 MM 100 30-NOV
Then Save
High light each line of the Shipment Line one by one and then click on RECEIVING
CONTROL
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For line 1 the Routing Method would be Direct, for line 2 the Routing Method would be
Standard and for the line 3 the Routing Method would be Inspection.
Now approve the PO by clicking on APPROVE
The PO would be created as say 3015
Now we need to create the Receipts for this PO
Navigate to RECEIVING->RECEIPTS
Purchase Order Number: 3015
Source Type: Supplier
Line: 1
If Shipment is left blank then all the shipment would be displayed else we mention which
shipment line we need to create the receipts
Then Click on FIND
This will display the Receipt Header first. Now close the Receipt Header then the receipt lines
would be available.
But we observe that Sub-Inv are not defined, if the Sub-Inv are defined earlier then the below
steps could be avoided.
Switch to Inventory Responsibility
Navigate to SETUP->ORGANIZATION->SUBINVENTORIES
Create the Sub-Inv as below:
MMST1
MMST2
MMST3
Staging
And then SAVE
We also need to Open the periods in Purchasing, Inventory and GL
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We need to open the periods in Purchasing to account for receiving transactions, We need to
open the periods in Inventory to account for Delivery transactions, We need to open the periods
in GL to transfer the entries (Journal Entries) from Sub ledger to GL.
Now to Open the Periods in PO (Purchasing)
Switch to MM NEW PO Responsibility
Navigate to SETUP->FINANCIALS->ACCOUNTING->CONTROL PURCHASING
PERIODS
OPEN the period for say nov-12,dec-12 and jan-13 by just changing the status from Never open
to OPEN
Now to open the Periods in Inv
Switch to Inventory responsibility
Navigate to ACCOUNT CLOSE CYCLE->INVENTORY ACCOUNT PERIOD
Change the status to OPEN
Now to Open the periods in GL
Before we open the periods in GL we need to set the Profile options
Switch to System Administrator Responsibility
Navigate to PROFILE->SYSTEM
Select the responsibility MMGL
Profile as GL%LEDGER%
Assign the ledger MM LEDGER and then SAVE
Now switch to MM GL responsibility
Navigate to SETUP->OPEN/CLOSE PERIOD
And then open the periods
Switch back to MM NEW PO responsibility
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Navigate to RECEIVING->RECEIPTS
Purchase Order Number: 3015
Source Type: Supplier
Line: 1
If Shipment is left blank then all the shipment would be displayed else we mention which
shipment line we need to create the receipts
Then Click on FIND
This will display the Receipt Header first. Now close the Receipt Header then the receipt lines
would be available.
Now since for the line 1 there receipt routing method is direct we directly receive the goods inthe Sub-Inv so just select the line 1 and mention the Sub-Inv say MMST1. For the line 2 and line
3 the receipt routing method is standard and inspection we need to receive the goods at thereceiving point and so select the line 2 and 3 and just mention the Location say MahiHyd
Then SAVE
Now for line 2 and line 3 the goods are now at the receiving point and to make any transaction at
the receiving point
Navigate to RECEIVING->RECEIVING TRANSACTION
Since only two lines are to be received at the receiving point when we open the form of the
receiving point by mentioning the PO number 3015 there would be only two lines available.
Now for the line 1 in the receiving point the receipt routing method is Standard so just select the
line and then mention the Sub-Inv say MMST1. For the line 2 in the receiving point the receiptrouting method is Inspection so click on INSPECT mention the qty that is accepted and the qty
that is rejected say as below
Accept 95
Reject 5
Now SAVE.
Since the Line 2 of receiving point is of the receipt routing as Inspection method and we have
just accepted the quantity and rejected few quantities as above the goods which are accepted are
at the receiving point.
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So to move the goods from the receiving point to the Sub-Inv to do so we need to create a
transaction.So Navigate to RECEIVING->RECEIVING TRANSACTION
Select the line and then mention the Sub-Inv say MMST2 and then SAVE
To check the Status of the Receipts navigate to RECEIVING->RECEIVINGTRANSACTION SUMMARY
Enter the PO and then Click on TRANSACTION to view the transactions
They might be a scenario where in there is a difference in the quantity that is actually receivedand the quantity that is entered in the receipts so we need to correct them this is done by
navigating to RECEIVING->CORRECTION
Search for the Purchase order for which you need to correct the quantity
Enter the qty as -2 for the line and then SAVE
Now again if we check using the same correction form we notice that the quantity woulddecrease by 2 say if it was 40 qty it would be 38. Similarly we can also increase the quantity.
Quantity can be corrected at the Receiving point, Accepted point or at the Store (Sub-Inv) level.
Just enter the qty value with negative sign if we want to decrease else just the quantity value (To
increase the qty with a positive value) to increase the qty by selecting the line and then finally
SAVE.
Note: if the Correction is made at the Store level then it affects the Accepted Quantity. If theCorrection is made at the Accepted quantity level then it affects the receiving points, if the
Correction is made at the receiving point level then it affects the quantity at the Gate.
Always the corrections are at the lower level.
When there is a correction done there would be a concurrent program that is submitted.
The Concurrent Program is Receiving Transaction Process for correction.
To view all the corrections performed Navigate to RECEIVING->RECEIVING
TRANSACTION SUMMARY
Enter the PO and then Click on TRANSACTION to view the transactions
Note: In correction only the Transaction is adjusted as the goods are already physically moved. If
physical movements of goods are required then we need to opt for Returns.
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