Two step purchase order receiving

Before you can use two step purchase order receiving, it must be enabled in setup.

See Inventory setup in the Supply Management Setup and Administration Guide.

Initial release

This list shows the results when the PO receipt is initially released:

  • The PO receipt header status is Release/Pending Two Step Receiving.
  • The receipt line status is Release/Pending Two Step Receiving if the item is inventoried.
  • The action to generate the delivery ticket, putaway ticket, and backorder document is available.

    The putaway ticket contains the PO receipt line with the pending two-step receiving status.

  • The inventory balances for stock on hand is not increased.
  • The inventory balances on order quantity is retained.
  • Demand and supply quantities for the related PO line is retained.
  • The inventory transaction for the PO receipt document type is not created yet.
  • A receipt inspection line is not created for receipt lines that are in the Released/Pending Two Step Receiving state.
  • Invoices cannot be matched when the PO receipt is in the Released/Pending Two Step Receiving state.

Final release

This list shows the results when the Final Release action is run:

  • The PO receipt header status is updated to the Released state.
  • The receipt inspection line can be created for receipt lines that underwent the two-step receiving process and is currently in the Released/Requires Inspection state.
  • The inventory balances for stock-on-hand quantity is increased.
  • The inventory balances on order quantity is decreased.
  • The inventory transaction for the PO receipt document types is recorded.
  • Demand and Supply quantity for the related PO line is decreased.
  • The invoice can be matched when the PO Receipt is in the Released state.