Receiving HTML UI enables users to perform common receiving functions such as creating receipts, entering deliveries, viewing receiving transactions, etc., with a simplified UI that is easy to navigate and use. In addition, available data such as Overdue Receipts and Deliveries ensure that users know the count of their receiving documents, whether in progress or complete or overdue.
Using an appropriate Inventory responsibility, navigate to Inbound, and then to Receiving to use the Receiving HTML UI. The Context Settings page that opens has four tabs: Receive, Deliver, Return, and Receipts. The Receive tab is selected by default. In the Context Settings page, enter your organization (operating unit). This is similar to the Change Organization popup that appears when you open the Receiving forms for the first time in a session. Click Apply to open the Receive page.
The following infotiles are available at the top of the page and you can view information such as overdue receipts, internal and external receipts, etc., using the infotiles. You can view receipt information without querying by specific document number.
Expected Today infotiles displays those documents whose expected receipt date is today, Overdue displays documents whose expected receipt date is a past date; Internal infotile, when clicked, shows expected receipts for inter-organization and Internal Requisition shipments; External infotile shows the expected receipts for purchase orders, and external requisitions; ASNs displays the expected receipts for Advance Shipment Notices.
Click an infotile to see the details appear in the table below the infotiles. In the Receive tab, the following columns are displayed:
Document - document number
Class - source for the document such as PO, Shipment, RMA (Return Material Authorization)
Type - such as Standard Purchase Order, Blanket Agreement, Internal Shipment, RMA
Source - such as Supplier Name, Customer Name, Source Org Name
Requester - name of the person who created the document
Order Date is the date when the document was created
Progress displays what percent of the document has been processed: it is a average percentage of each purchase order line receipt quantity divided by shipment quantity. For example:
Two shipment lines in a purchase order have the following quantities:
Order quantity: 100; Received Quantity: 30; 30% received
Order quantity: 100; Received quantity : 20; 20% received
Progress is calculated at: (30%+20%) / 2 = 25%
The Actions column enables you to select whether you wish to create a Quick Receipt or a Directed Receipt. Quick Receipts provide you with pre-filled data and enable you to complete the receipt details entry in a single page, even for multiple lines. Directed Receipts enable you to enter receipt details for individual lines only, along with lot/serial information, and extensive details.
Important: Both Quick Receipt and Directed Receipt options allow LPN based Receiving for WMS enabled organizations.
You could use the Search field above the Document column to search for a specific document by document number. Or you could use the Search button at the top right of the page to open the Search page. Enter search criteria to find your documents. You could save your searches if you use frequently-used criteria, for example, a purchase order belonging to an operating unit, or an order date or due date.
The Quick Receipts page enables you to receive items/services for multiple lines using a single page.
Enter a Receipt Number or click the plus (+) icon next to the Receipt Number field to enable the system to generate the receipt number from an internal sequence.
Enter the remaining details such as Shipment Number, Waybill/Airbill, Packing Slip, etc., to complete the receiving information. You could add attachments to the newly created receipt by clicking Add and entering the attachment information.
At the line level, you can enter additional receipt details for the line by clicking the pencil icon. Or you can remove the line from the receipt by clicking the X icon.
If you click the pencil icon, the receipt details popup opens, where you can enter the following information:
Secondary Quantity and Secondary UOM
Revision
Destination (for example, Inventory, Expense)
Location
Subinventory (such as Finished Goods Inventory)
When you have completed entering the receipt details in the popup, click Apply.
When you have completed entering receipt information in the Quick Receipts page, click Receive. You get a confirmation message with the receipt number, stating that the receipt is confirmed. Or you may see error messages (you need to correct errors before proceeding) or warning messages (For example: Purchase order receipt date tolerance exceeded Cause: The receipt you are trying to transact exceeds the days early or late tolerance. Action: Return the shipment to the supplier if you think it is necessary. Action: Modify the receiving controls setup at the purchase order shipment, item, or organization level so that you allow receipts exceed days early or late tolerance).
Directed receipts enables you to enter all receipt information on all the lines, however the page contains information from only one shipment line. If you wish to receive all the lines, you need to enter details for each line by clicking Next Item; Click Cancel if you do not want to receive a specific line. If the item is lot controlled, the lot section is shown. The lot popup displays the fields that are applicable to lot controlled items. If you wish to enter additional lot attributes, click the additional details button. You can add serial number and serial number details for the lot. The lot section is hidden for non-lot controlled items.
Enter the receipt details and click Confirm or Next Item. When you have completed entering details for the next items, click Confirm. You will see the Directed Receipts page, where you can enter the remaining details such as Shipment Number, Waybill/Airbill, Packing Slip, etc., to complete the receiving information. You could add attachments to the newly created receipt by clicking Add and entering the attachment information.
When you have completed entering receipt information in the Directed Receipts page, click Receive. You get a confirmation message with the receipt number, stating that the receipt is confirmed. Or you may see error messages (you need to correct errors before proceeding) or warning messages (For example: Purchase order receipt date tolerance exceeded Cause: The receipt you are trying to transact exceeds the days early or late tolerance. Action: Return the shipment to the supplier if you think it is necessary. Action: Modify the receiving controls setup at the purchase order shipment, item, or organization level so that you allow receipts exceed days early or late tolerance).
You can perform standard LPN receipt via WMS mobile. However, WMS does not provide the flexibility to receive against a specific project and distribution for a multi-distribution purchase order.
With the Receiving HTML UI, you can receive packed material for specific distributions in separate LPNs and this enables you to accurately track the transaction flow of items on the Receiving floor at the Project level and at the LPN level.
You can use LPN receipts with Standard Receipt routing as well as Inspection Required Routing, and you can put-away these LPN receipts using the WMS UI.
For more information, see: Oracle Warehouse Management User's Guide.
Use the Expected Today infotile (in the Receive tab) to receive for a multi-distribution purchase order, with LPN receipts against both project and task.
Alternatively, click Searchfor the receipt you require.
Use the Directed action in the Actions column to view the receipt details. The Directed Receipt page displays, with Project and Task information. The shipment quantity is displayed in the Quantity field.
If multiple distributions have multiple projects and tasks, the Multiple link appears next to the Project field. Click the plus icon near the LPN field to generate the LPN automatically.
When the LPN is generated, the first distribution is defaulted, along with the corresponding project or task. Select Next Item to receive the next distribution.
When you are done, click Confirm to review the receipt details. Finally, click Receive to complete the receipt process. A confirmation message displays, telling you that the receipt is successful.
To view the completed receipt transactions, click the Receipts icon in the home page, and query for the receipt number or document number.
The Deliver page enables you to view and create deliveries. The following infotiles are available at the top of the page and you can view information such as overdue receipts, internal and external receipts, etc., using the infotiles. You can view receipt information using the table below the infotiles without querying by specific document number. Click an infotile, and the relevant information displays in the table below the infotile.
The Pending Deliver infotile shows you information on the pending deliveries for the items/services. Internal infotile, when clicked, shows expected deliveries for inter-organization and Internal Requisition shipments; External infotile shows the expected deliveries for purchase orders, and external requisitions; ASNs displays the expected deliveries for Advance Shipment Notices.
Receipt - Receipt Number
Class - source for the document such as PO, Shipment, RMA (Return Material Authorization)
Type - such as Standard Purchase Order, Blanket Agreement, Internal Shipment, RMA
Source - such as Supplier Name, Customer Name, Source Org Name
Received By - the name of the user who received the items/services
Order Date - date of the source document
Progress displays what percent of the document has been processed: it is a average percentage of each purchase order line receipt quantity divided by shipment quantity. For example:
Two shipment lines in purchase order have the following quantities:
Order quantity: 100; Received Quantity: 30; 30% received
Order quantity: 100; Received quantity : 20; 20% received
Progress is calculated at: (30%+20%) / 2 = 25%
The Actions column enables you to select whether you wish to create a quick delivery or a directed delivery. Quick Deliver provide you with pre-filled data and enable you to complete the delivery details entry in a single page, even for multiple lines. Directed Deliver enable you to enter delivery details for individual lines only, along with lot/serial information, and extensive details.
You could use the Search field above the Document column to search for a specific document by receipt number. Or you could use the Search button at the top right of the page to open the Search page. Enter search criteria to find your documents. You could save your searches if you use frequently-used criteria, for example, a purchase order belonging to an operating unit, or an order date or receipt number and a due date.
The Quick Deliver page enables you to capture delivery information for items/services for multiple lines in a single page.
The Receipt Number and Receipt Date are defaulted in the respective fields.
Enter the remaining details such as Shipment Number, Waybill/Airbill, Packing Slip, etc., to complete the delivery information. You could add attachments to the newly created delivery by clicking Add and entering the attachment information.
At the line level, you can enter more receipt details for the line by clicking the pencil icon. Or you can remove the line from the delivery by clicking the X icon.
If you click the pencil icon, the receipt details popup opens with the ability to enter the following information:
Secondary Quantity and Secondary UOM
Revision
Destination (for example, Inventory, Expense)
Location
Subinventory (such as Finished Goods Inventory)
When you have completed entering the receipt details in the popup, click Apply.
When you have completed entering delivery information in the Quick Deliver page, click Deliver. You get a confirmation message with the delivery number, stating that the delivery is confirmed. Or you may see error messages (you need to correct errors before proceeding) or warning messages. You can opt to ignore the warnings and proceed with the delivery creation, or you could correct the causes of the warning messages and then proceed with the delivery creation.
Directed deliveries enable the user to enter the delivery information for the first item based on the line number. If the item is lot controlled, the lot section is shown. The lot popup displays the fields that are applicable to lot controlled items. If you wish to enter additional lot attributes, click the additional details button. You can add serial number and serial number details for the lot. The lot section is hidden for non-lot controlled items.
Enter the delivery details and click Confirm or Next Item. When you have completed entering details for the next items, click Confirm. You will see the Directed Deliver page. You could add attachments to the newly created delivery by clicking Add and entering the attachment information.
At the line level, you can enter more receipt details for the line by clicking the pencil icon. Or you can remove the line from the receipt by clicking the x icon. Clicking the pencil icon takes you back to the page where you entered the delivery details for that line and you can edit the delivery details for that line.
When you have completed entering delivery information in the Directed Deliver page, click Deliver. You get a confirmation message with the Delivery number, stating that the delivery is confirmed. Or you may see error messages (you need to correct errors before proceeding) or warning messages. You can opt to ignore the warnings and proceed with the delivery creation, or you could correct the causes of the warning messages and then proceed with the delivery creation.
The Return page displays infotiles that you can click to view Rejected receipts, Returned to Receiving, and Today's Receipts. You could also search for a receipt by clicking Search or by using frequently used search criteria, such as Operating Unit, Class, Type, Receipt Number, Receipt Org, etc.
The Rejected infotile shows the rejected receipts. Click a rejected receipt number to open the Receiving Returns page. Use the Receiving Returns page to perform returns for the rejected items.
Use the Returned to Receiving infotile to perform a regular return. Select a receipt by clicking the receipt number in the search results table or the infotiles results table. The Receiving Returns page appears, enabling you to perform returns for the receipt you selected.
The receipt lines details are displayed on the Receiving Returns page. Select the line for which you wish to return quantity, and then enter the Quantity and UOM (Unit of Measure) that you wish to return. You can return the entire (full) quantity, or a partial quantity. Specify that you wish to return to the supplier or vendor.
Click the pencil icon in the Actions column to view and update return details in the popup. The Return Details popup enables you to enter additional details for the return such as Subinventory, Locator, Secondary Quantity, and Secondary UOM.
Click the Missing Receipt button on the Returns page to perform returns when you don't have a receipt or receipt number. The Receiving Returns: Missing Receipt Transactions page appears. There are no receipt details on this page. Enter the Item, Quantity, UOM, and Return To (Supplier) information. Use the Return Details popup to enter additional details for the return such as Subinventory, Locator, Secondary Quantity, and Secondary UOM. Click Return to perform the return without a receipt, and return to the main Return page.
The Receipts page displays infotiles that you can click to view more details in the table below. The Today's Receipts infotile shows you the receipts that were created on the current date. Weekly Late and Weekly Early infotiles display the early and late receipts for the current week. Weekly External and Weekly Internal show the external receipts (created for documents such as purchase orders and external requisitions) and internal receipts (created for documents such as inter-organization and internal requisition shipments) for the current week.
When you click an infotile, the table below the infotiles shows the following information:
Receipt - Receipt Number
Class - source for the document such as PO, Shipment, RMA (Return Material Authorization)
Type - such as Standard Purchase Order, Blanket Agreement, Internal Shipment, RMA
Source - such as Supplier Name, Customer Name, Source Org Name
Received By - the name of the user who received the items/services
Receipt Date - date of the receipt document
You could use the Search filter above the Receipt column to retrieve a specific receipt by receipt number. Or you could use the Search button at the top right of the page to open the Search page. Enter search criteria to find your documents. You could save your searches if you use frequently-used criteria, for example, a purchase order belonging to an operating unit, or an order date or due date.
Click a Receipt Number link to open the Receiving Transactions page. The Receiving Transactions page shows you the receipt details, along with the routing information. You can close the page by clicking Done and you will navigate back to the Receipts page.