Receipt modifications

The receipt transaction (RT) number is required to make receipt modifications. An RT number is the combination of the purchase order number and two-digit suffix number from TWL. For example, the RT number for purchase order 295 is P000029500. After you close the RT, receipt data is sent to the system and you cannot modify the receipt. If you attempt to modify a closed RT, then this message is displayed: Receipt Closed. Modify Not Allowed.

The number of transactions including putaway, direct putaway, inventory movements, and inventory adjustments impact the ability to modify receipts before their closure. Serial and Lot inventory is more restrictive because of the multiple transactions made to track these identifiers during putaway including direct putaway. If Modify Receipts is not possible, the user is notified in TWL RF.

You can make changes to receipts that have been put away or received by truck ID. You can also make changes to direct receipts before closing the RT and updating the system.

During direct receipt, the inventory loses its receipt identity and becomes inventory in the warehouse when the put away process is completed. To handle this, the intermediate RZ transaction is implemented into the Truck ID receiving functionality. The intermediate RZ transaction ensures that the transactions are not sent to the system until the user closes a specified RT.

When you modify a receipt, this hierarchy is followed by TWL to determine the location of the inventory:

  1. The inventory on a receipt pallet is found.
  2. If that inventory cannot be found, a put away transaction with the pallet the inventory was received to is found.
  3. If a matching put away transaction is found, a receipt modification transaction changes the inventory in the location.

A column on the RF Modify Receipts screen provides the status of the receipt. These values are valid:

  • S: Indicates the receipt has been put away with the Material Handling function. The value, Stk, indicates that the inventory is in stock. You can make modifications to the inventory.
  • R: Indicates the receipt is located on a receipt pallet in the receiving dock. The value, Rcv, is displayed to the right of the receipt pallet ID. You can modify the receipt.
  • D: Indicates a direct receipt was performed. The value, Dir, indicates that the inventory was assigned to a location, which you can view by scrolling to the right. You can modify the receipt.

The O/P and Quantity fields show the case quantity and the corrected quantity.

If you modify the receipt of a lot item, then the lot number is displayed on the Modify Receipts screen on the RF. If the modified lot number does not match the received lot number, then this message is displayed: Expected Lot: nnnn Entered Lot: nnnn Please enter the lot received to modify.

You can view this information by scrolling to the right:

  • Product description
  • Pallet ID
  • Inventory status
  • Unit of measure
  • Quantity ordered
  • Initials of the receiving operator
  • Transaction number
  • Product serial number

If the receipt is available for sale, then the Status field is blank. If the receipt is unavailable for sale, then the status code is displayed.