Receiving Items from Purchase Orders (Mobile Scanner Transaction)

Select > Get It > Purchase Order Receipt. The Purchase Receipt transaction form is displayed.

In the Receipt Type field, specify whether to use a purchase order number or GRN number.

Specify this information:

Receipt Type

The type of receipt. Possible values:

PO
GRN

Whse: Select the warehouse to which the item is received. The value is displayed by default.

PO #: Scan a purchase order number. This field is displayed only if you select PO in the Receipt type field.

Line: Line number in which the items are received. Leave this field blank to select from a list of lines on the purchase order. This field is displayed only if you select PO in the Receipt Type field and the Receive by Line parameter is selected for this transaction.
Note: If the validation for line number fails, the ‘XX is not a valid line’ message is displayed.

Release

Release number of the purchase order line. This field is displayed only for the Blanket purchase order and can be modified only when the line number for the purchase order of items is specified in the Line field.

Note:

If the validation for release number fails, the ‘XX is not a valid release’ message is displayed.
To implement this functionality, you must enable this feature (RS8332) on the Feature Management form.

Item: Optionally, scan the item you are receiving. Leave this field blank to select from a list of items on the purchase order. This field is displayed only if you select PO in the Receipt Type field and the Receive by Line parameter is cleared for this transaction in the Transaction Set Maintenance form.
Note: For the Blanket purchase order type, the item number is defaulted based on the values specified on the Line and Release fields.

Vendor: The ID of the vendor.
For the PO receipt type, this field is displayed only when the Search Open PO by Vendor parameter is enabled in the Transaction Set Maintenance form. When the type of receipt is set to GRN, this field is displayed by default.
Note: If the validation for vendor fails, the ‘XX is not a valid vendor’ message is displayed. When open orders for the vendor are not available, the ‘No Open orders for the vendor XX’ message is displayed.

GRN #: Scan a GRN number. This field is only displayed if you selected GRN in the Receipt Type field.

GRN Line #: This field is only displayed if you selected GRN in the Receipt Type field and the Receive by Line parameter is selected for this transaction. Optionally, specify the line you are receiving. Leave blank to select from a list of GRN lines.

Document Number: A document number of the purchase order receipt.

Select Next. If there are multiple items or lines on the purchase order or GRN number and you did not specify an item or line, a list of items or lines is displayed. Select the item or line to receive. The purchase order or GRN number, item information, warehouse, and required quantity are displayed.

Specify this information:

Loc: If applicable, select a put away location. If Combine Putaway is cleared for this transaction, this field is read only.

Lot: If applicable, scan the lot number or leave blank to automatically generate a number.

Received: Specify the quantity to receive.

To Container: This field is only displayed if you are using containers at your site. To receive the items into a container, select Yes.

Container: This field is only displayed if you select Yes in the To Container field. Scan or select a container number.

Select Receive. The serial entry screen is displayed only for the serial-controlled items which allows a user to scan serial numbers. This screen includes the item and total quantity details.

Specify this information:

Generate Serials: Indicates whether to generate serial numbers.
Note: Select Yes to automatically generate the serial number and select No to manually specify the serial number.

Serial: The serial number of an item.

Click Process. The voucher number is generated for the receipt and the successful message is displayed.

Note: The voucher is generated, with successful transaction posting, based on the vendor configuration, that is, the Auto Voucher parameter is enabled, and Auto Voucher method is either prompt or automatic. Irrespective of the Auto Voucher method selected for the vendor (prompt / automatic in CSI), the option is always set as Automatic in Infor Factory Track.

Click Yes when the prompt is displayed to confirm the allocation of received items to the cross-reference order. The corresponding cross-referenced information is displayed. Possible scenarios:

For a cross-referenced job, the Job Material Issue transaction is displayed.
Note: The Cross reference for Job Order parameter must be selected.
For a cross-referenced SRO, the SRO Material transaction is displayed.
For a cross-referenced project, the Project Material Issue transaction is displayed.

Note: To implement the cross-referenced functionality for SRO and Project, you must enable this feature (RS9025) on the Feature Management form.

Click Process to issue items to the cross-reference job. The label printing screen is displayed. If the transaction is configured to automatically print labels, the labels are printed. If the transaction is configured to manually print labels, the Label Printing screen is displayed. Specify this information:

Printer: The name of printer. This value is defaulted. However, we can modify the value.

Label Per Box: The number of labels to be printed for each box.

Qty Remaining: The purchase order quantity for which the label is yet to be printed.

No of Boxes: The number of boxes for which the labels must be printed.

Qty Per Box: The number of items available in each box.

Click Print to print the labels. Optionally, select Clear Labels to clear the No of Boxes and Qty Per Box fields.

Note: If the Allow Cross-Docking parameter is selected for this transaction, this order is not cross-referenced to another order, and there are open cross docking requirements, you asked whether to cross dock. For instructions on cross docking, see Cross Docking Items.