Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter Inventory Management/Purchase Order Receiving & DMR/Purchase & Receiving Management module

The following screen will be displayed:

1. To Find an existing PO Dock Receivier, depress the Find action button at the top of the main screen and the following selection screen will be displayed.    Select the desired Filter: by selecting the appropriate radio button - Open Receivers, Closed Receivers, or All. Select the desired Find: by selecting the appropriate radio button - PO No., Supplier, Receiver No., Inventory Part No., Inventory Mfgr Part No., All, MRO Part No., MRO Mfgr Part No., or MRO Description. Enter the information into the red box, depress the Enter key and the information will populate the screen.    If you do not know the exact number, Customer, etc you may enter in a partial number, letter, etc, then once you depress the enter key the system will pull up the matching record onto the screen or a list of all PO Receiving records that contain the partial number, letter, etc. entered, to select from. The user may exit the selection screen without a selection by selecting the Cancel button.

2.  If the user selects to find by ALL, the screen displayed will be shown listing all the PO Number's in numerical order, along with the Supplier name, and Receiver Number.    The user has the option to view the PO Receiving Recordr by either entering the Purchase Order number into the red box, or scrolling down the list, highlighting the desired record and double click on it.

3. The found information will populate the screen, as follows:

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter Inventory Management, Purchase Order Receiving & DMR, Purchase Receiving Management

The following screen will be displayed:

 

If system is setup for Dock Receiving a PO Dock receiver MUST be created before the PO will be available. 

1. Add a record.
2. The user will be prompted for the password. 
3. Find  a Purchase Order 
4. If Supplier Packing List Number is NOT already entered, enter it now.
5. Select the part to receive.
6. Enter the quantity accepted and/or rejected and reject reasons.  (When using the PO Dock, user has to either accept the entire Dock qty or reject the balance.  User can NOT accept only a partial PO Dock qty).   Note: Users must have special access in order to receive overages, receive early shipments,and/or receive banned MPNs.  There is a checkbox to allow user to receive overages, receive early shipments, and/or receive banned MPSs, within Security/User Rights for PO Receiving.   

    

   User will receive the following warning if the number of parts received is higher than the qty ordered. 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 receive 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. Note:  User 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.

   User will receive the following warning if the receipt is before the PO due date and the early tolerance time allowed in the  Purchase Setup screen.  Note: Users must have special access in order to receive early shipments. There is a checkbox to allow early shipments within Security/User Rights for PO Receiving.  If user does NOT have these rights, they will NOT be able to continue.

    

    

7. If the “Allow auto creating location at receiving” box is checked in Inventory Control, AVL level & Warehouse Setup, this will allow the user to add or edit the location at time of receipt. User may also select an existing warehouse at receiving instead of having to create one before receiving.   For further information on the "Allow auto creating location at receiving" see Inventory Control & Warehouse setup.  If the Inspection Required, Certificate Required, and/or the First Article Required is setup in the Inventory Control Management module,   these boxes will be displayed in Red and the "DONE" boxes MUST be checked to continue the receiving process.  

    

8. In the system setup - Purchase Setup user can choose to allow receiver to change AVL at the receipt.   The pull down will display all the Mfgr and Mfgr PN's listed in the AVL screen in the ICM module.

9. Enter Serial Number and/or Lot Information if required.

10. Issue parts directly to Work Order Shortages.

11. Save the record.

Introduction

The users can receive components that require Lot Code Only, Serial Number Only, or both Serial Number and Lot Code, following the instructions listed below.  A part that requires a Lot Coded is setup in the Inventory Part Type set-up module.  A part that requires Serial numbers is set-up in Inventory Control Module.

1. Fill in accepted item quanitity as instructed in the Add a PO Receiving Inspection Record.
2. Depress the Add button next to the Lot Code section.

3. Type in the Lot Code. The expiration date, reference date and quantity will automatically update, (if the part class/type setup is set to auto update expiration date and reference for the lot code).   In order for a Lot Code to be unique, the system looks at four fields for comparison.  They are Lot Code, Reference, and PO Number.  So while a batch may have the same Lot Code as another batch, if it arrives in a different PO, the it will be classified as a different lot.  The expiration date is optional and is not required when creating a new lot.

   

4. Serial numbers will have to be assigned only if a part has the serial number box checked in the inventory module.
   1. Select either single or range.
   2. Enter the serial number in the red box and depress enter.
   3. The serial numbers will automatically update. (Serial numbers may or may not have lot codes).

       

Highlight the line item of interest on the PO Receiving and Inspection screen.

Depress the Work Order Shortage List and Issue button.

Highlight the work order shortage at top of screen. 

Drag Available Qty located in the middle of your screen under Incoming Receipt.

System will not allow user to issue quantities greater than the shortage quantity.  See Article #2479 for further detail.

The following messge will be displayed if user issues a quantity greater than the shortage quantity. 



NOTE:  If a user has the Work Order Checklist feature active and tries to use the PO Receiving shortage and issues feature within the PO Receiving, it will not recognize the shortages until the kit has been flagged as "Kit Complete".  It is designed this way because the user will not know if the parts are short until the kit is completed. 

You may have parts in the inventory and have not pulled them to the kit yet.  If you allow seeing the shortage (which may not be a shortage because parts are not pulled yet) from the PO receiving, the receiver may be trained to automatically issue to the shortages first, but it may not be a shortage because parts have not been pulled from inventory, so how would they know if it is a real shortage or just not pulled from inventory yet.

 

1. Highlight the PO item number located in the middle section of the PO Receiving and Inspection screen.
2. Type in the accepted quantity (if any).
3. Place the cursor in the next box (rej qty) and type in the rejected quantity.
4. Select a reject reason from the pull down in the top section of the screen.
5. If lot coded type in the accepted qty and rejected qty in the lot code screen.
6. If serial numbers are required check the serial numbers that have been rejected.
7. Continue this process until all items are either accepted or rejected.

   

8. Depress the Save button.   
9. If all items on the Purchase Order have been received it will be marked "CLOSED". 

1. If the Purchase Order has been processed through accounting:
   1. Transfer the discrepant material into the MRB (materials review board) warehouse via Inventory Handling.
   2. Enter the PO DMR module (discrepant material return).
   3. Add from Inventory. (This is called an INVENTORY DMR).
2. If the user has already pulled the kit associated with the part to be returned to the supplier.
   1.  Enter the Kitting module.
   2. Find the work order.
   3. Depress the Utility tab and depress the De Kit button.  This process will return the part into the inventory warehouse. (Please refer to the Kitting & Shortage Mgmt module).

Introduction

After the user has accepted all of the items on a Closed Purchase Order and then subsequently it’s discovered that the material received is discrepant, do the following if Accounting hasn’t already processed the Supplier’s Invoice for payment:

1. Enter the Purchase and Receiving Managment Module.
2. Find the closed PO, using the Find a Purchase Order.
3. Depress the Edit button.
4. Type in your password.
5. Highlight the discrepant Part Number Line Item in the top section of the screen.
6. In the middle section of the screen, enter the revised accepted quantity, and the rejected quantity.
7. Go back up to the top section of the screen and select a reject reason.
8. If there is Lot Code Tracking involved, also adjust the Lot accepted quantity and rejected quantity, and check the serial numbers that have been rejected.
9. Depress the Save button.