Receive Transaction

You can use the Receive transaction to receive items. You can receive items by order lines or by packages. You can use this transaction for purchase orders, distribution orders, requisition orders, manufacturing orders, by product, customer return. The receive line screen can be configured to use the directed put away logic of M3 to suggest a destination for items that are received. The transaction can also retrieve the tasks for putaway to be updated or reported.

Receive by package is supported for Purchase Orders and Distribution Orders. For Purchase Orders a package receipt is automatically triggered for three transactions:

  1. Stage the package
  2. Receive the ASN that the package is connected to and
  3. Putaway the package.

You can also report return of manufacturing order or by-product.

See Configuring Receive Transaction Parameters, for more information about configuring this transaction.

This transaction is composed of three screens:

To open the Receive transaction, select a transaction profile associated with the Receive transaction from the main menu.

Note: Any time you are scanning an item number, you have the option of scanning an alias instead.

Search screen

Use this screen to search for order lines to receive, or to scan a specific package to receive.

See Using the Search Screen.

Search screen parameters

Parameter Name Values Example Default Value
Auto trigger Next when all fields confirmed

0: No

1: Yes

1 0
Default data for input field From date Numeric value (single)

Set to N ((= no of days back in time), the parameter will list order lines with departure date <= Today - N days.

14 300
Default data for input field Order type

BY: Manufacturing order By-product

CR: Customer Return

DO: Distribution Order

MO: Manufacturing Order

PO: Purchase Order

ALL: All order types

PO;DO All
Default data for input field Status (BY) Numeric value (range) 00-90 00-99
Default data for input field Status (MO) Numeric value (range) 00-79 00-99
Default data for input field Status (PO) Numeric value (range) 40-75 15-49
Default data for input field To date Numeric value (single)
Note: Set to N (= no of days forward in time), parameter will list order lines with departure date <= Today + N days.
14 300
Default data for input field Work center Any work center DRILL01 Blank
Search field search sequence

1: Supplier(PO/DO)

2: Delivery (PO/DO)

3: Order (ALL)

4: Item (ALL)

5: Lot ( DO/MO/BY/CR)

6: Container (DO)

7: Package (PO/DO)

8: Report no (MO/BY)

9: Work center (MO/BY)

10: Customer (CR)

11: Receiving No (CR)

2;3;4 1;2;3;4;5;6;7;8;9;10;11
Sequence of filter fields

1: Search (ALL)

2: Order type (ALL)

3: Supplier (PO/DO)

4: Delivery (PO/DO)

5: Order (ALL)

6: Item (ALL)

7: Lot (DO/MO/BY/CR)

8: Container (DO)

9: Package (PO/DO)

10: Report no (MO/BY)

11:  Work center (MO/BY)

12: Customer (CR)

13:  Receiving No (CR)

2;1;6 1;2;3;4;5;6;7;8;9;10;11;12;13
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

Lines screen

Use this screen to select an order line to receive. The order lines displayed on this screen reflect the results of the search performed on the Search screen.

See Using the Lines Screen.

Lines screen parameters

Parameter Name Values Example Default Value
Auto select first record

0: No

1: Yes - always

2: Yes - if only one record is listed. Also applies after filtering.

1 0
Enable option to auto refresh list

0: No. Auto refresh is not enabled.

1: Yes. Auto refresh is enabled. Manual refresh is also allowed.

2: Yes. Auto refresh only

If set to 0: Refresh option is displayed.

If set to1: Refresh option is displayed and the list is automatically refreshed. If you click Back on the Report Screen, the Line details are not updated automatically.

If set to 2: Refresh option is not displayed. List is automatically updated.

2 0
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

Receive Line / Return Line screen

Use this screen to report the receipt of an order line.

See Using the Receive Line Screen.

Receive Line / Return Line screen parameters

Parameter Name Values Example Default Value
Action to report (MO+BY)

1: Receipt (receipt can be triggered if quantity is positive, negative quantity is not allowed)

2: Return (return can be triggered irrespective of the quantity input-positive or negative)

Note: 
  • If the parameter Action to report (MO+BY) in the Receive Line / Return Line screen is set to 1(Receipt), the negative quantity is not allowed in the Receive Line / Return Line screen.
  • If the parameter Action to report (MO+BY) in the Receive Line / Return Line screen is set to 2(Return), the Lot Input field is always displayed (and mandatory) for lot controlled items irrespective of the lot numbering method.
 2 1
API warnings to suppress (BY)

1,2,3,6

Note: Example ”1;2;4” will send ”1” in DSP1, DPS2 and DSP4 API fields.
1;4;6 Blank
API warnings to suppress (MO)

1,2,3,4,5,6,7,8

Note: Example ”1;2;4” will send ”1” in DSP1, DPS2 and DSP4 API fields.
1;4;6 Blank
Attribute sequence numbers to include Numeric value (multi or range) 10-30;50;90 Blank
Attribute validation

0: No validation. Any value is allowed.

1: Validation. Any value is allowed. A warning is displayed if a non-valid value is entered.

2: Validation. Only valid values are allowed.

Note: For alphanumeric attributes (type 1) the M3 setting Allow Blank controls if Blank is a valid value. For other attribute types Blank is not a valid value.
2 0
Auto confirm input field data

Input fields:

1: Item

2: Lot

3: Container

4: Quantity

5: To Location

6: Exp Date/Prod Date (PO/MO/BY)

7: Packaging

8: Attributes (PO/MO/BY)

9: Delivery note

The user can specify these values for the input fields:

A: No. The user must confirm the value either by scanning or by entering the data manually.

B: Yes. The value is confirmed automatically.

C: Yes. The value is confirmed automatically, if the suggested data is not Blank.

D: Yes. The value is confirmed automatically, if the suggested data is Blank.  
Note: 
  • If no value is suggested for a mandatory field, the user must scan a value regardless of how this parameter is configured.
  • The setting for 8 (Attributes) applies to all attributes.
 1=B;5=C 1=A;2=A;3=A;4=A;5=A;6=A;7=A;8=A; 9=A
Auto trigger Next when all fields confirmed

0: No

1: Yes

1 0
Date format Exp/Prod Date

1: YYYYMMDD

2: YYYYDDMM

3: MMYYYYDD

4: MMDDYYYY

5: DDYYYYMM

6: DDMMYYYY

7: YYMMDD

8: YYDDMM

9: MMYYDD

10: MMDDYY

11: DDYYMM

12: DDMMYY

13: YYYYMM

14: MMYYYY

15: YYMM

16: MMYY

Note:  For 13-16, DD is set as the last day of the month.
1 7
Generate new lot for every receipt (MO)

0: No

1: Yes

Note: 1: Always retrieve a new lot number for items with auto lot numbering without using the lot from MO head (if existing).
1 0
Mandatory input fields

The mandatory input fields:

1: Container (container method 7)

2: Attributes

3: Lot reference 1

4: Lot reference 2

5: Delivery note

The following input fields are always mandatory when displayed:

  • Item
  • Lot
  • Container (container method 1-6)
  • Quantity
  • To location
  • Packaging
  • Exp Date/Prod Date
  • Catch Weight

3: Lot reference 1

4: Lot reference 2 as Values

Note: The settings performed for 3 Attribute are applicable to all attributes.
1;2 Blank
Numeric keypad - Activate negative sign

1: Quantity

2: Catch weight

3: Exp Date/Prod Date

4: Attributes

A: No

B: Yes

1=B;2=A;3=A;4=A 1=A;2=A;3=A;4=A
Numeric keypad – Enable

1: Quantity

2: Catch weight

3: Exp Date/Prod Date

4: Attributes

A: No

B: Yes

C: Yes, auto display

1=B;2=A;3=B;4=A 1=B;2=B;3=B;4=B
Populate scan field with suggested data

1: Item

2: Lot

3: Container

4: Quantity

5: To Location

6:Exp Date/Prod Date (PO/MO/BY)

7: Packaging

8: Catch weight

9: Attributes (PO/MO/BY)

10: Lot Reference 1

11: Lot Reference 2

12: Delivery Note (PO)

1;4;5;12 Blank
Potency - Quantity input

0:Normal quantity

1:Physical quantity

Note: This parameter only applies to DO and RO order types.
1 0
Remember input field data
  1. Item
  2. Lot
  3. Container
  4. Quantity
  5. To location
  6. Exp Date/Prod Date (PO/MO/BY)
  7. Packaging
  8. Catch Weight
  9. Attributes (PO/MO/BY)
  10. Lot reference 1
  11. Lot reference 2
  12. Delivery note (PO)

A Yes. The transaction is auto confirmed, when receiving the same order line.

C Yes. The transaction is not confirmed, when receiving the same order line.

Note: 
  • This parameter is only applicable if the Screen to display after report parameter is set to display the same line again after the receipt option.
  • Data is defaulted until user exit Receive Line screen. Data is not defaulted if the same (or other) line is selected from the list.
1=A;2=A;5=A;6=A;7=A; 8=C;9=A;10=C;11=C Blank
Retrieve putaway tasks

0=No

1=Yes. Only the Stock tasks are included(crossdock type 0, 4, 5 or 9).

2=Yes. Only the Crossdock tasks are included (crossdock type 1, 2 or 3).

3=Yes. All the tasks are included.

Note: The To Location input field can be set to display the suggested/confirmed value to *AUTO* so that final Location is displayed and confirmed in the Report/Update putaway task screen. This task can be completed by configuring the Suggest data for input field Location parameter.
3 0
Screen to display after report

Scenario

  1. Report less than remaining quantity
  2. Report all of remaining quantity (or more)

Screen

  • A. Search
  • B. Lines
  • C. Receive Line (same line)
  • D. Receive Line (next line)
Note: 
  • If set to C (same line): Remember input field data Parameter controls the input field data that must be specified.

    If set to B (lines): If there are no more lines in the list, the search screen that are displayed.

1=C;2=A 1=B;2=B
Sequence of input fields

1: Item

2: Lot

3: Container

4: Quantity

5: To Location

6: Exp Date/Prod Date (PO/MO/BY)

7: Packaging

8: Catch Weight

9: Attributes (PO/MO/BY)

10: Lot Reference 1

11: Lot Reference 2

12: Delivery note

Note:  For attribute method 3, only attributes with error are displayed.
5;2;3;1;4 1;2;3;7;4;8;5;6
Suggest data for input field Container

Any container

*AUTO*

Note: *AUTO* is only applicable for container method 7. For container method 1-6 suggested value is Blank if this parameter is set to *AUTO*.
*AUTO* Blank
Suggest data for input field Exp Date

0: Blank

1: Current date + shelf life

0 1
Suggest data for input field Packaging

Any packaging

*SYS (suggest packaging based on M3 settings in MMS053)

*AUTO* (suggest packaging as *AUTO* and when quantity is confirmed suggest packaging based on M3 settings in MMS053)

Note: 
  • If set to *SYS: Packaging is retrieved from M3 and suggested based on suggested quantity. When quantity is confirmed or re-confirmed packaging is retrieved again and the suggested packaging is updated (unless packaging field is already confirmed).
  • If set to *AUTO*: Packaging is retrieved from M3 and suggested based on confirmed quantity (packaging field is suggested with *AUTO* until quantity is confirmed). If quantity is re-confirmed packaging is retrieved again and the suggested packaging is updated (unless packaging field is already confirmed with something else than *AUTO*). *If no packaging is retrieved from M3, then the field is Blank and not confirmed.
*AUTO* Blank
Suggest data for input field Prod Date

0: Blank

1: Current date

0 1
Suggest data for input field SSCC

1: Blank (auto generate)

2: Same as package

2 1
Suggest data for input field Status bal ID (MO+BY) 1, 2 or 3 1 Blank
Suggest data for input field To Location

Any location

*SYS (system directed)

RECEIVING Blank
Verify input field suggested data

Input fields:

1: Quantity

2: To Location

3: Lot (MO/BY/CR)

4: Exp Date/Prod Date (PO/MO/BY)

5: Container

6: Packaging

7: Attributes (PO/MO/BY)

8: Delivery note

The user can set the value of the fields to:

A: No. The scanned value is not verified against the suggested value.

B: Yes. A warning message is displayed if the scanned value does not match the suggested value.

C: Yes. A warning message is displayed if the scanned value is greater than the suggested value.

D: Yes. A warning message is displayed if the scanned value is less than the suggested value.

E: Yes. The scanned value must match the suggested value.

F: Yes. The scanned value cannot be greater than the suggested value.

G: Yes. The scanned value cannot be less than the suggested value.

H: Yes. The scanned value cannot be less than the suggested value. A warning message is displayed if the scanned value is greater than the suggested value.

I: Yes. The scanned value cannot be greater than the suggested value. A warning message is displayed if the scanned value is less than the suggested value.

  
Note: 
  • Values C, D, F, G, H and I are only applicable for numeric input fields.
  • If data is not specified, the value A is defaulted.
  • The setting for 7 (Attributes) applies to all attributes. For alphanumeric attributes C/D function like B and F/G/H/I work like E.
1=F;2=B 1=A;2=A;3=A;4=A;5=A;6=A;7=A;8=A
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

Receive Package screen

Use this screen to report the receipt of a package.

For Purchase Orders a package receipt is automatically triggered for three transactions:

  • Stage the package
  • Receive the ASN that the package is connected to and
  • Putaway the package

See Using the Receive Package Screen.

Receive Package screen parameters

Parameter Name Values Example Default Value
Action to report (PO)

1: Stage package, receive delivery note and putaway package

2: Stage package, receive delivery note (no putaway package)

Parameter Stage package before receipt in CRS780 (M3 settings- Purchasing) must be selected to stage package.

2 1
Auto confirm input field data

Input field:

1: To Location

The user can specify these values for the input fields:

A: No. The user must confirm the value either by scanning or by entering the data manually.

B: Yes. The value is confirmed automatically.

C: Yes. The value is confirmed automatically, if the suggested data is not Blank.

D: Yes. The value is confirmed automatically, if the suggested data is Blank.

  
Note: If no value is suggested for a mandatory field, the user must scan a value regardless of how this parameter is configured.
 1=B 1=A
Auto trigger Next when all fields confirmed

0: No

1: Yes

1 0
Populate scan field with suggested data

1. To Location

1 Blank
Suggest data for input field To Location

Fixed (any alpha)

*SYS

If set to *SYS: To Location will be suggested according to M3 system directed putaway logic if all balance IDs in the package is for the same item. Quantities for all included balance IDs are accumulated.

RECEIVING or *SYS Blank
Verify input field suggested data

Input field:

1: To Location

   

The user can set the value of the fields to:

A: No. The scanned value is not verified against the suggested value.

B: Yes. A warning message is displayed if the scanned value does not match the suggested value.

C: Yes. A warning message is displayed if the scanned value is greater than the suggested value.

D: Yes. A warning message is displayed if the scanned value is less than the suggested value.

E: Yes. The scanned value must match the suggested value.

F: Yes. The scanned value cannot be greater than the suggested value.

G: Yes. The scanned value cannot be less than the suggested value.

H: Yes. The scanned value cannot be less than the suggested value. A warning message is displayed if the scanned value is greater than the suggested value.

I: Yes. The scanned value cannot be greater than the suggested value. A warning message is displayed if the scanned value is less than the suggested value.

Note: 
  • If no data is suggested, the value A is defaulted.
  • Values C, D, F, G, H and I are only applicable for numeric input fields.
1=B 1=A
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

List Putaway Tasks screen

This screen lists all the putaway tasks that are retrieved.

See Using the List Putaway Tasks Screen.

List Putaway Tasks screen parameters

Parameter Name Values Example Default Value
Action when pressing Select

Task Type

  1. Stock tasks (crossdock type 0, 4, 5 or 9)
  2. Crossdock tasks (crossdock type 1, 2 or 3)

Options

A. Report putaway task

B. Update putaway task

1=B;2=A 1=A; 2=A
Auto select first record

0: No

1: Yes. Always

2Yes. If only one record exists in the list.

1 0
Auto trigger SELECT ALL

0: No

1: Yes.

Note: 
  • This parameter always takes preference over the setting of the Auto select first record parameter.
  • This parameter does not dependent on the setting of the Enable option to Select All parameter.
1 0
Enable option EXIT

0: No

1: Yes. If only Stock tasks in the list (crossdock type 0, 4, 5 or 9)

2: Yes. If only Crossdock tasks in the list (crossdock type 1, 2 or 3)

3: Yes

Note: 
  • This controls the display of the EXIT function button. If the EXIT button is not displayed, then all tasks must be reported/updated to exit the screen.
  • A prompt is always displayed before exit.
  • The wave number is updated with "FTM3" when the exiting from the transaction without reporting. This is to avoid displaying the same putaway task a second time for another receipt.
1 3
Enable option SELECT ALL

0: No

1: Yes. If only Stock tasks in the list (crossdock type 0, 4, 5 or 9)

2: Yes. If only Crossdock tasks in the list (crossdock type 1, 2 or 3)

3: Yes

Note: Option Select All is only available if all the tasks in the list are configured to display the same screen when pressing Select (Update or Report screen).
1 3
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

Report/Update Putaway Task screen

Use this screen to report or update a selected putaway task.

See Using the Report/Update Putaway Task Screen.

Report/Update Putaway Task screen parameters

Parameter Name Values Example Default Value
Auto confirm input field data
  1. Location (stock)
  2. Location (stock-staged)
  3. Location (crossdock)
  4. Wave

A. No. The screen requires confirm by scanning or specifying the data.

B. Yes. The field is always auto confirmed.

C. Yes. The field is always auto confirm, if the suggested data is specified.

D. Yes. The field is auto confirm field if the suggested data is not specified.

Note: The mandatory fields with no suggested data cannot be auto confirmed. This requires input regardless of the setting.
1=B;2=D;4=B 1=A;2=A;3=A;4=A
Auto trigger next when all fields confirmed

0: No

1: Yes.

1 0
Enable option to browse locations

0: No

1: Yes.

Note: The Browse location displays a list of locations according to M3 system directed putaway logic, where all of the quantity can be placed in each location.
0 1
Populate scan field with suggested data

1: Location

2: Wave

1;2 Blank
Sequence of input fields

Input fields:

  1. Location
  2. Wave

Info fields (stock+crossdock):

3Type

4Lot

5Container

Info fields (crossdock):

6Departure date/time

7Delivery method

8Route/Departure

9Delivery/Shipment

10Customer

11Customer name

12Loading door

13Demand order/line/subline

14Last Pack Location

15Last Dock Location

Note: 
  • The fields of the range 6-15 are only displayed for the crossdock tasks (crossdock type 1, 2 or 3).
  • The field 2 (wave) is only displayed if the action is Update task (not Report task).
  • If action is Update task and wave is not displayed, then the wave field is updated in the background with a fixed value “FTM3”.
1;2 3;4;5;1;2;6;7;8;9;10;11;12;13;14;15
Suggest data for input field Location (crossdock)

Any location

*CUR (current)

*SYS (system directed)

 *CUR Blank
Suggest data for input field Location (stock)

Any location

*CUR (current)

*SYS (system directed)

 *CUR Blank
Suggest data for input field Location (stock-staged)

Any location

*CUR (current)

*SYS (system directed)

 *CUR Blank
Suggest data for input field Wave
Any wave
Note: 
  • If action is Update task and wave is not displayed, then wave is updated in the background with fixed value "FTM3".
  • If action is Report task, then wave input field is not displayed and wave is also not updated.
LPN123 Blank
Verify input field suggested data
  1. Location (stock)
  2. Location (stock-staged)
  3. Location (crossdock)
  4. Wave

The user can set the value of the fields to:

A: No. The scanned value is not verified against the suggested value.

B: Yes. A warning message is displayed if the scanned value does not match the suggested value.

C: Yes. A warning message is displayed if the scanned value is greater than the suggested value.

D: Yes. A warning message is displayed if the scanned value is less than the suggested value.

E: Yes. The scanned value must match the suggested value.

F: Yes. The scanned value cannot be greater than the suggested value.

G: Yes. The scanned value cannot be less than the suggested value.

H: Yes. The scanned value cannot be less than the suggested value. A warning message is displayed if the scanned value is greater than the suggested value.

I: Yes. The scanned value cannot be greater than the suggested value. A warning message is displayed if the scanned value is less than the suggested value.
Note: 
  • Values C, D, F, G, H and I are only applicable for numeric input fields.
  • If data is not specified, the value A is defaulted.
1=B;2=A;3=E 1=A;2=A;3=A;4=A
Location browse - Stock Zone

Any stock zone

 Z1 Blank
Note:  If you do not specify a value for the parameter, or you specify an invalid value, the default value is used.

For instructions on configuring parameters that affect this screen, see Receive Transaction Parameters: Receive Package.

Parent topic: Overviews and Procedures