Use the Find Expected Receipts window to find source documents for which you can enter receipts. Use the Supplier and Internal tabbed region to search for Purchasing documents. If Order Management is installed, use the Customer tabbed region to search for customer return material authorizations (RMAs).
To find expected receipts in the Supplier and Internal tabbed region:
Navigate to the Find Expected Receipts window by selecting Receipts from the menu.
Select the Supplier and Internal tabbed region.
Select the Operating Unit for this search.
Specify any of the following, optional search criteria:
Select the receipt Source Type for the search:
Internal: An internal order generated from an internal requisition and sourced from your inventory, or an intransit inventory shipment. If you choose this option, the following fields are disabled: PO Number, Release, Line, Shipment, and Include Closed POs.
Supplier: A purchase order sourced from a supplier. If you choose this option, the Requisition Number and requisition Line number fields are disabled.
All: Internal- and supplier-sourced documents.
For a Supplier source type, enter the Purchase Order number. To be available, a purchase order must have at least one approved shipment for which the ship-to organization is the same as the current active organization. If you enter a purchase order number, you can also enter a Release number, Line number, and/or Shipment number for the purchase order. The Release field is applicable only when you have entered a purchase order number associated with a planned purchase order or a blanket purchase agreement. The list of values in the Release field includes all releases for the specified purchase order that are not final closed.
For an Internal source type, enter the Requisition Number. If you enter a requisition number, you can also enter a Line number. Available lines are those with the same ship-to organization as the current active organization.
In the second Shipment field, enter the shipment number of the Advance Shipment Notice (ASN). See: Advanced Shipment Notices (ASNs).
Enter the Supplier. For Source Type Internal, this is the organization. For Source Type Supplier, this is the supplier name, and you can also enter the Supplier Site.
Select Include Closed POs to include soft closed purchase orders in the search. By not checking Include Closed POs, you exclude purchase orders that have a status of Closed or Closed for Receiving.
Enter the Receiving Location.
Use the lower tabbed regions to further restrict the search.
Select the Find button to initiate the search and display the selected source documents in the Receipts window. Purchasing first opens the Receipt Header window.
To find expected returns in the Customer tabbed region:
Select the Customer tabbed region in the Find Expected Receipts window.
This region is used for finding items that a customer has returned to your company. When a sales representative creates a sales order in Order Management and ships the item to the customer, you can find and create receipts if the customer returns the item. You create the receipt against a return material authorization (RMA) document, which the sales representative uses to authorize the return.
Specify any of the following, optional search criteria:
Line type, such as Return with Receipt of Goods, on the RMA. There are different return line types. Search by RMA line type if you want to see all RMA lines with that line type in your receiving organization.
RMA Number, which corresponds to the Order Number field on the sales order
Line number from the RMA
Customer returning the item
Customer Number
Customer Item Number that the customer used to order the item
The lower tabbed regions. See: To further restrict the search.
Select the Find button to initiate the search and display the selected source documents in the Receipts window.
To further restrict the search:
Specify any of the following, optional search criteria:
In the Item region, you can enter the following search criteria: Item number, Revision number, Category, item Description, and Supplier Item Number. Since the supplier item number is generally the best way you can identify purchase order lines when your supplier does not reference your purchase order number on its shipping documents, you should provide a supplier item number on your purchase order lines.
In the Date Ranges region, you can select Due Today to limit the search to receipt lines due on the current date. Otherwise, you can enter a Due By date range. These dates correspond to the Promised Date (or Need-by Date if there is no Promised Date) on the Purchasing document or to the Promise Date (or Request Date if there is no Promise Date) on the RMA.
In the Shipment region, you can enter the Container, Truck Number, or Bar Code Label indicated on an Advance Shipment Notice (ASN). See: Advance Shipment Notices (ASNs).
In the Destination region, you can select the Requestor, Project, Kanban Card, Task, Deliver-to location, or Job. Using these fields will limit your search results at the distribution level of the order.
To enter unordered receipts:
Select the Unordered button to open the Receipt Header window to enter unordered receipts. See: Entering Unordered Receipts.
To remove existing search criteria:
Select the Clear button in any of the source document search windows to remove existing search criteria.