Line item receiving

If you are receiving by line item, then you can receive against multiple purchase orders from a single shipment. You must specify the line item, the quantity received, and a Truck ID. The Truck ID links the multiple purchase orders together.

For example, you receive a large shipment from your vendor, which consists of three line items for ABC, LMN, and XYZ. These items were requested on multiple purchase orders. When you begin the receiving process, one or more active RT lines are in the system. You can view the open RT lines that contain the received items. You can then select the line and specify the receiving information.

After a truck has been unloaded, you can run the WL Receiving Exception/RT Close Report. Use this report to review the receipts and automatically close the RTs and POs that are represented by items on the truck. The WL Receiving Exception/RT Close Report creates all the receive transactions in WL Transaction Inquiry for WL Entry Batch Receiving Report. The WL Entry Batch Receiving Report picks up and updates the Distribution SX.e inventory balances and purchase order files.

Note: If modifications are required, then make them before you run WL Receiving Exception/RT Close Report to close the RT. An intermediate RZ transaction is created by TWL to record the pending receipt. After the RT is closed, you cannot modify a truck ID receipt.

An intermediate RZ transaction type is used right after a line is received in TWL RF and before the Receipt is closed in TWL RF. When the receipt is closed in TWL RF, then the transaction is changed to an RE type and is brought up to Distribution SX.e. The reason an intermediate RZ transaction type is used is to prevent the receipt from going to Distribution SX.e before the receipt is closed. This designation allows the receipt to be modified after receiving, but before the receipt is closed.

See Receipt modifications.

Units of measure

The buying unit of measure (UOM) is individual units. The UOM is displayed during receiving and put away. The inventory is managed by TWL in individual units of measure. You are not required to create a stock adjustment or move the inventory to a different location.

If you do not use multiple units of measure, the setting for parameter 6259, Quantity Field For Line Item Receiving, is used. Whether the cursor defaults to the Case Qty field or to the single-item Qty field during line-item receiving is determined by this parameter. If the single-item Qty field is selected for parameter 6259, select 1 for parameter 6252, Default Case Receiving Quantity.

The UOM is displayed on the receiving screens, and you can specify the unit of measure sent by the vendor. The quantity to be received is calculated, based on valid units of measure set up by the TWL administrator in these functions:

  • SA Table Code Value Setup
  • Product Extended Unit Conversion Setup