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



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



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.



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.

receipt routing method in purchase

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