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Siebel Field Service Guide > Shipping and Receiving >
Processing and Tracking Receipts
Follow these procedures to process the receiving of orders.
To receive an order
- Navigate to the Receiving screen.
- Select an order in the Pending Internal Orders list or the Pending POs/ROs/RMAs list.
- Click the hyperlink in the Receive Type field.
Either the Receive Internal Order, Receive PO, Receive Repair Order, or Receive RMA view appears.
- In the Line Items list, select a record for a line item to receive.
- In the Received Line Item subview, create new records and enter details of the line items received.
- For serialized line items, in the Serial Numbers subview, create new records and enter details of the line items received.
- In the Receive Order form, click Process Receipt.
This generates the appropriate inventory transactions (see Process Receipt Button).
To receive repaired items from a third-party vendor
- Navigate to the Receiving screen.
The All Pending Orders view appears.
- Select a repair order in the Pending POs/ROs/RMAs list.
- Click the hyperlink in the Receive Type field.
The Receive Repair Order view appears.
- In the Line Items list, select a record for a line item to receive.
- In the Received Line Item subview, create a record that defines the conditions of receipt for the selected line item.
- In the Repairs subview, create a repair record for the selected line item.
- In the Receive Order form, click Process Receipt.
This records the movement of inventory from the third-party repair vendor to the specified inventory location.
To review all line items for all orders
- Navigate to the Receiving screen.
- In the Show drop-down list, select Line Item Receipts.
The Line Item Receipts list shows all received parts.
- Select a line item and do one or more of the following:
- Click the hyperlink in the Type field.
The receipt form for the selected order type shows the status of the receipt and the line items received.
- Click the hyperlink in the Order # field.
The receipt form for the selected order number shows details of the original order.
- Click the hyperlink in the Waybill # field.
The receipt form for the selected waybill number shows the shipping waybill for this order.
To add Unknown Receipt records
- Navigate to the Receiving screen.
- In the Show drop-down list, select All Unknown Receipts.
The Unknown Receipts view shows all shipments received with incomplete information.
- In the Unknown Receipts list, select an item.
- Click the hyperlink on Shipment #.
The Receive Unknown form appears.
- In the Receive Unknown form, create a new record for the unknown receipt and enter values in the fields as needed.
- If the order number is unknown, you can select a possible order number in the Match Order # field.
- If the receipt has line items with serial numbers, do the following:
- Select a serialized line item.
- In the Received Serial Numbers list, create a new record for the selected line item and enter the serial number.
To review all line items received with incomplete documentation
- Navigate to the Receiving screen.
- In the Show drop-down list, select All Unknown Receipts.
The Unknown Receipts view shows all shipments received with incomplete information.
- In the Unknown Receipts list, select an item and do one or more of the following:
- If a value is present in the Shipment # field, click the hyperlink.
The Receive Unknown form shows the status of the receipt and the line items received.
- If a value is present in the Match Order # field, click the hyperlink.
The Order form shows information about this order.
- If a value is present in the Waybill # field, click the hyperlink.
The Waybill Information form shows the shipping waybill for this order.
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Siebel Field Service Guide Published: 21 April 2003 |