1. How To ..... for PO Dock Receiver
1.1. Find Dock Receiver

Enter Inventory Mgt/Purchase Order Receiving & DMR/Purchase Order Dock Receiving Module

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IF DOCK RECEIVING is DISABLED in Purchase Setup  user will receive the following message:




IF DOCK RECEIVING is ENABLED in Purchase Setup  the following screen will appear:

 

1.  Press the Find record action button will display the following sequences:

The user is prompted to search by Receiver Number, Purchase Order Number, or Supplier.

  

 2a. If you select by Receiving Number the following screen will appear.

Type in the receiver number in the red box, or highlight the receiver number and double click to select.

  

2b. If you select by Purchase Order Number the following screen will appear.

Type in the PO number in the red box, or highlight the PO number and double click to select.

  

2c. If you select by Supplier, the following screen will appear listing all the suppliers with open orders placed. The list is in alphanumeric order by supplier.

Type in the supplier in the red box, or highlight the supplier and double click to select.

2d. Once the supplier is selected, a listing of all open purchase orders for that supplier is presented, as displayed:

Type the Receiver Number into the red box or highlight the receiver number of interest and double click.

  

3. The completed Dock Receiving screen will look like this:

  

 

 

 

 

 

 

 

1.2. Add a Dock Receiver

Enter Inventory Mgt/Purchase Order Receiving & DMR/Purchase Order Dock Receiving Module

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IF DOCK RECEIVING is DISABLED in Purchase Setup  user will receive the following message:




IF DOCK RECEIVING is ENABLED in Purchase Setup  the following screen will appear:

 

1.  To add a new receiving record, depress the Add action button. You will be prompted for your password. Then a selection screen will appear:

  

2a.  If you select Purchase Order Number, the following screen will appear:

Type the PO number into the red box or highlight the PO Number of choice and double click.The PO information will populate the screen.

  

2b.  If you select by Supplier name, the following screen will appear:

Type the Supplier Name into the red box or highlight the supplier and double click.

  

2c.  The following list of purchase orders for the supplier selected will appear:

Type the PO Number into the red box or highlight the PO Number and double click.

  

3. The purchase order selected will populate the Dock Receiving screen, as displayed:

 

Type the Supplier’s Packing List Number into the red box.  Fill in the Received Qty column.  (The qty entered in this field will have to either be accepted or rejected when completing the PO Receiver, user will not be allowed to create a PO receiver for only a Partial of this qty).  
 
Depress the Save changes action button.
  
User will receive the following warning if the qty received is larger than the PO balance.

Users must have special access in order to receive overages,  there is a checkbox to allow overages within Security/User Rights for PO Receiving.    If user does NOT have these rights, they will not be able to continue.

Note: The overage is applied to the entire PO order qty - it does not go down to the schedule level.  Example:  If you have an order qty of 100 and an allowed overage of 5% the system will allow you to receive in a total overage of 105.  But if you have only scheduled a qty of 25 and go to recieve in qty of 30 the system will allow you to do so, because it has not met the order overage yet.   Note:  A negative qty will appear in the balance column on the PO when an overage has been received.
User will receive the following warning if  one or more of the items on the receipt is before the PO due date and the early tolerance time allowed in the  Purchase Setup screen. 

Note:   This warning will only display the item # of the first item found that the receipt is before the PO due date.  It will not display other item #'s' that have early deliveries on the same PO Dock receiver.  Depress OK to continue.  

Note: Users must have special access in order to receive early shipments. There is a checkbox to allow eary shipments within Security/User Rights for PO Receiving.  If user does NOT have these rights, they will NOT be able to continue.

Users that have the special access to receive early shipments or users with Supervisor rights will receive this reminder message if the receipt is before the PO due date and the early tolerance time allowed the  Purchase Setup screen.

 

4. The completed Dock Receiving screen will look like this:

  
1.3. Editing a Dock Receiver

The user may edit the Dock Receiving record as long as a related PO Receiving has NOT been done.

  1. Find  Dock Receiver.
  2. Depress the Edit action button.
  3. You’ll be prompted for your password.
  4. User may edit the supplier's Packing List Number or the quantity received. The system does allow you to receive more then the PO quantity/Overage.   Note: Users must have special access in order to receive overages,  there is a checkbox to allow overages within Security/User Rights for PO Receiving. 
  5. Depress the Save changes action button.

If you try to receive more than the PO quantity, you’ll receive the following warning message:  

If you enter YES and depress the Save action button (and if you have exceeded the overage percentage from the Purchase Setup and\or PO line item) you will receive the following warning message. 

Note: The overage is applied to the entire PO order qty - it does not go down to the schedule level.  Example:  If you have an order qty of 100 and an allowed overage of 5% the system will allow you to receive in a total overage of 105.  But if you have only scheduled a qty of 25 and go to recieve in qty of 30 the system will allow you to do so, because it has not met the order overage yet.