Manually receiving orders

When you receive orders, you enter information about the items you received. This procedure shows you how to manually enter information about items received, such as received quantity and receiving detail.

Procedure flow: Manually receiving orders

To manually receive orders

  1. Access PO Receiving (PO30.1).
    Note: If you know the item number that you are receiving but do not know the purchase order number, you can select a purchase order line to open receiving by item.
  2. Inquire on the purchase order related to the items you are receiving. In the Display field, decide what kinds of received items to display (Lawson Item, Vendor Item, or Manufacturer Number).
  3. Add item quantities received. Consider the following options.
    To Use
    Manually add quantities received

    The Add form action after you have added the actual quantities received for the items.

    If more lines exist, the message "Continue to add" displays. Press <Page Down> to display them and use the Add line action and Change form action to record receipt quantities for those items.
    Add and receive the quantities as ordered automatically

    The Add and Receive All action.

    If exceptions exist, use the Change line and form actions to adjust receipt quantities for individual lines.
    Note: If an "Out of Balance" message displays when you try to release the receiver, the detail quantities are not equal to the total received quantity. Make the necessary adjustments.
  4. Add line detail about items received. Consider the following options.
    To Use
    Correct an out of balance situation The Lot Detail and Serial Detail buttons
    Allocate the receipt quantities to multiple bins

    An asterisk in the Bin field and select the Change form action.

    Note: The Bin Detail button becomes available for multiple bin entry.
    Place lots on hold, remove lots from hold, or assign lot expiration dates

    Lot Hold Control (IC27.1)

    Note: If a lot is placed on hold, you are not allowed to process transactions involving that lot until you change the hold status back to No.
    Cancel backorders The Cancel Backorder field and set it to Yes.
    Add package tracking information for the item The Tracking Number field.
  5. To add specific information about the receiving location, you can type location detail. Consider the following options.
    To Use
    Receive items for only one receiving location The PO Ship To field.
    Receive against all of the receiving locations

    Nothing.

    Leave the PO Ship To field blank.
    Receive all items on a PO to a receiving location other than PO Ship To The Override Location field under the Receiver tab. All items will be received at this location.
    Add additional header information

    The Receiver tab.

    Add values in the Matching Reference, Bill of Lading, Carrier, Package Tracking Number, and Comments fields, as applicable.
  6. To include receiving information that is specific to one item, add line detail information. Consider the following options.
    To Use
    Override the receiving location at the line level

    Receiving Location on the Detail tab

    Note: The Detail tab is on the Line tab.
    Create and update asset information at the line level (at the time of receiving, inspection, and invoicing)

    Asset Detail button on the Detail tab

    For more information, see the Asset Management User Guide.

    The Asset Detail button displays only if an asset template is attached to all Account Distributions records for the purchase order line.

    Note: The Detail tab is on the Line tab.
    Indicate that you received a Material Safety Data Sheet (MSDS)

    Safety tab

    Note: The Safety tab is on the Line tab.
    Adjust the cost of an item that exists under an ERS agreement

    Invoice Cost tab

    Note: The Invoice Cost tab is on the Line tab.
    View the vendor item number and related vendor information

    Vendor Item tab

    Note: The Vendor Item tab is on the Line tab.
    Indicate the carrier package tracking number and number of labels the Arrival system prints

    Track tab

    Note: The Track tab is on the Line tab.
    Caution: 
    Before you release the receiver, review and adjust it to make sure that no errors exist. Once you release the receiver, the transaction is updated in the Inventory Control application and created for the General Ledger application.
  7. Release the receiver.
    Release Method Use
    Immediate Release The Release (R) form action on PO Receiving (PO30.1).
    Release Receiver and Print Delivery Tickets

    The Release and Print form action on PO Receiving (PO30.1).

    This form action evokes Receiving Delivery and Putaway (PO134). You may need to add printer settings in PO30.1 before selecting the Release and Print form action.

    If you select not to print delivery tickets, you must run Receiving Delivery and Putaway (PO134) to update Requisitions.
    Release and Print with No Backorder

    The Release and Print with No Backorder (B) form action on PO Receiving (PO30.1).

    By selecting this form action, you release the receiver and print the delivery ticket with no backorder information.
    Print with No Backorder The Print with No Backorder (H) form action on PO Receiving (PO30.1). By selecting this form action, you print the delivery ticket with no backorder information.
    Mass Approval Release

    Receiving Approval Release (PO35.1).

    Inquire on unreleased receivings for a company or location. After you review them, you can release them.

    If you have Infor Process Automation, a service is available for notification when a purchase order is received and delivered.

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