Configuring Receipts Transaction Parameters

Use the Transaction Set Maintenance form to configure parameters for the Receipts transaction.

  1. Open the Transaction Set Maintenance form. If you are configuring parameters that only apply for a specific warehouse, that warehouse is displayed in theWarehouse field. If you are configuring general parameters, which apply by default throughout the application, the Warehouse field is blank and unavailable.
  2. In the Transaction Name column, select Reciepts.
  3. Specify this information:
    Fill Warehouse
    Select this check box to pre-fill the warehouse on the transaction with the warehouse assigned to the user. The user can change this warehouse for a specific transaction if needed.
    Successful Message
    Select this check box to show a success message when the transaction is successfully completed.
    Default Order Type
    Select a default order type for this transaction. The user can change this value.
  4. On the Transaction Parameters tab, in the Parameter and Value columns, configure this parameter:
  5. On the Transaction Parameters tab, in the Parameter and Value columns, configure this parameter:
    Reference ID in Use
    Select this check box to allow users to specify a Reference ID at the beginning of this transaction. For more information, see Reference IDs.
  6. On the Order Type Parameters tab, in the Parameter and Value columns, configure these order type-specific parameters:
    Filter by Warehouse
    Select this check box to only allow users to receive items in their current warehouse.
    Override LN Activities
    Select this check box to override any LN activities that interfere with this transaction.
    Execute LN Activities
    Select this check box to run any subsequent automatic tasks within the current transaction. If any task that is run within the transaction fails, the entire transaction will fail, and an error message will be displayed. Clear to run subsequent automatic tasks outside of the current transaction. If tasks run outside of the transaction fail, no error message is displayed.
    Set Pack Slip Quantity to Open Quantity
    Select this check box to allow users to specify the unit of measure with which to receive items. For example, if a conversion factor specifying that one box equals five pieces has been defined in ERP LN, the user can receive an item quantity of one box instead of five pieces.
    Allow User to Enter Final Receipt
    Select this check box to allow users to provide a final receipt for the transcations.
    Input Lot Certificate Code
    Select this check box to allow the user to specify a certificate code, linking a document to the lot number.
    Enter Received Quantity
    Select this check box to require users to specify the received quantity. Clear to automatically receive the quantity listed on the packing slip.
    Prefill Received Quantity with Pack Slip Quantity
    This parameter is only displayed if the Enter Received Quantity parameter is selected. Select this check box to use the packing slip quantity as the default value for the Received Quantity field. The user can change this value.
    Enter Inspection Flag
    Select this check box to allow users to specify whether to inspect received items. Clear this check box to inspect or not inspect items based on their designation in ERP LN.
    Enter Inventory Date
    Select this check box to allow users to specify an inventory date for date-controlled items that are received. Clear this check box to always use the current date added to the shelf life of the item for the inventory date.
    Enter Receipt Date
    Select this check box to allow the user to specify a receipt date.
    Enter Kanban ID
    Select this check box to allow users to scan Kanban IDs in place of order and item numbers.
    Inventory Time
    Optionally, specify a time to record for any date-controlled items that are received.
    Input UOM
    Select this check box to allow users to specify the unit of measure with which to receive items. For example, if a conversion factor specifying that one box equals five pieces has been defined in ERP LN, the user can receive an item quantity of one box instead of five pieces.
    Putaway
    Select this check box to allow users to perform put away transactions from within this transaction.
    Release inbound
    This parameter is only displayed if the Putaway parameter is selected. Select this check box to automatically release inbound orders for put away.
    Default run no
    This parameter is only displayed if the Putaway parameter is selected. This value is always used by the transaction.
    Popup Location
    This parameter is only displayed if the Putaway parameter is selected. Select this check box to allow users to select put away locations from a list instead of scanning them. If you select this check box, you should also select one of these parameters:
    • Use fixed locations
    • Use empty locations
    • Consolidate inventory
    No of Locations
    This parameter is only displayed if the Popup Location parameter is selected. Specify the maximum amount of location to display in the popup list.
    Use fixed locations
    This parameter is only displayed if the Popup Location parameter is selected. Select this check box to only allow users to select put away locations that are defined in ERP LN as fixed locations for the item.
    Use Empty Locations
    This parameter is only displayed if the Popup Location parameter is selected. Select this check box to display empty locations in the popup list.
    Check Capacity
    This parameter is only displayed if the Empty Locations parameter is selected. Select this check box to only display locations with sufficient capacity in the popup list.
    Check Storage Locations
    This parameter is only displayed if the Empty Locations parameter is selected. Select this check box to only display locations that are acceptable for the item in the popup list.
    Consolidate Inventory
    This parameter is only displayed if the Popup Location parameter is selected. Select this check box to direct inventory transfers to existing stocks of the same item. If you select this parameter, the options list only displays locations containing a positive quantity of the item to be transferred. Users can still manually specify any location.
    Highest Inventory First
    This parameter is only displayed if the Consolidate Inventory parameter is selected. Select this check box to list locations with the highest quantity of the item first. Clear this check box to list locations with the lowest quantity of the item first.
    Include all Fixed Locations
    This parameter is only displayed if the Consolidate Inventory parameter is selected. Select this check box to list all fixed locations for the item even if they have a quantity of zero.
    Prefill Location
    Select this check box to pre-fill the Location field. If you select this parameter, you should also select one of these parameters:
    • Use Default Location
    • Use fixed locations
    • Use LN Logic for inbound
    • Consolidate Inventory
    Use Default Location
    This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to specify a default location put away location to use for this location.
    Default Location
    This parameter is only displayed if the Use Default Location parameter is selected. Specify a default put away location for this transaction.
    Use fixed locations
    This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to use the first fixed location of the item as the default put away location for this transaction. If the item has no fixed locations, the Location field will be blank.
    Use LN Logic for inbound
    This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to use ERP LN's inbound advice rules to specify a default put away location.
    Consolidate Inventory
    This parameter is only displayed if the Prefill Locations parameter is selected. Select this check box to prefill the location field with either the highest or lowest quantity, depending upon whether the Highest Inventory First parameter is selected, of the item.
    Highest Inventory First
    This parameter is only displayed if the Consolidate Inventory parameter is selected. Select this check box to use the location with the highest quantity of the item as the default location. Clear this check box to use the location with the lowest quantity.
    Crossdocking Enabled
    Select this check box to allow users to perform cross transactions from within this transaction.
    Print Handling Unit Labels before Crossdock
    This parameter is available if you select Crossdocking Enabled. Select to print handling unit barcode labels before performing the crossdock transaction.
    Print Serial Labels before Crossdock
    This parameter is available if you select Crossdocking Enabled. Select to print serial number barcode labels before performing the crossdock transaction.
  7. Optionally, on the Order Type Parameters tab, select Label Print Parameters to configure label printing parameters for this transaction. See Configuring Label Printing Settings for Specific Transactions, Warehouses, and Order Types for more information.
  8. On the Order Types tab, specify this information for each order type:
    Enabled
    Select this check box to allow this order type to be used in this transaction.
    Specific Parameters
    Select this check box to use order-specific parameter settings for this order type. Clear this check box to use the default parameter settings for this order type.
  9. Click Save.
Parent topic: Overviews and Procedures
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