Receive shipment note

To receive the shipment note, execute the activities of the order line activities of the purchase order created for the triangular purchased item.

  1. Select the purchase order line on the Order Lines tab in the Purchase Order (tdpur4100m900) session and click References > Status. The Purchase Order Line Status (tdpur4534m000) session is displayed.
  2. Click Execute related to the Release Purchase Order to Warehousing activity.
  3. Click Execute related to the Awaiting Receipts – Warehouse activity. The Inbound Line Status Overview (whinh2119m000) session is displayed.
  4. Select Actions > Receive. The Warehouse Receipt (whinh3512m000) session is displayed.
  5. Select the receipt line on the Lines > Receipt tab and click Actions > Create Brazilian Invoice to submit the receipt line to Tax Engine.
    Note: This process generates a receipt invoice in the Match Receipt Lines to Fiscal Document (btrec1101m000) session.
  6. Select the receipt invoice line on the Receipt tab in the Match Receipt Lines to Fiscal Document (btrec1101m000) session and click Actions > Mark to Link to select the receipt line to link with the fiscal document.
    Note: Verify that the Receipt Fiscal Document Type is Triangular Operation Purchase Invoice for the receipt invoice line on the Receipt tab.
  7. Verify that the Linked check box is selected and the User field is updated with the login ID of the user for the receipt invoice line.
  8. Verify that the receipt invoice line is selected and click Actions > Link Receipt Line. The Link Receipt Line to Fiscal Document (btrec1200s100) session is displayed.
  9. Specify the required data in the Issue Date, Fiscal Document, Series, and the Document Type fields and click Link. The process is completed and the fiscal receipt document is generated with the fiscal reference number.
  10. Access the Fiscal Receipt (btrec2100m000) session and click Go to Details related to the fiscal receipt document. The Fiscal Receipt (btrec2100m900) session is displayed.
  11. Verify the data in the Fiscal Document Type Code and the Receipt Fiscal Document Type fields in the Document section.
  12. Specify the business partner of the invoice note in the Business Partner Fiscal Document Invoice field of the Miscellaneous Information section on the Miscellaneous tab.
  13. Click Go to Details related to the receipt line on the Receipt Lines tab. The Receipt Lines – Details (btrec2101m900) session is displayed.
  14. Review the tax details of the receipt invoice line on the Receipt Lines – Taxes tab.
  15. Verify that the fiscal receipt document is selected in the Fiscal Receipt (btrec2100m000) session and click Actions > Approve/Integrate to approve the invoice and integrate with the purchase order
  16. Click Yes when the “Confirm approval and/or integration of the fiscal reference?” message is displayed.
    Note: The approval of receipt invoice releases the physical stock and updates the third-party data.
  17. Verify that the third-party data is updated in the Receipt Order Quantities (btfdc0150m500) session.