A requester can create receipts against orders in Oracle CLM iProcurement. For an order to appear in the receiving module, it must have a receipt routing of Direct Delivery. (You cannot create receipts against orders with a receipt routing of Standard or Inspection.) Destination types of Expense, Inventory, and Outside Processing are supported. When a requester has selected one or more lines from an order to receive, they can enter Waybill, Packing Slip and Comment information. After submitting a receipt, a receipt confirmation number appears for reference purposes. Some key features of Receiving in Contract Lifecycle Management are:
Express Receiving
Using the Express Receive functionality in receiving reduces the number of receipt pages from three to one. After entering a receipt quantity the requester clicks Express Receive to directly receive a receipt number. This process bypasses the packing slip, waybill, and receipt comments fields as well as the Receive Items: Review and Submit page.
Blind Receiving
Some enterprises have a blind receiving process for their employees (especially in the case of direct goods in a manufacturing environment). With blind receiving, a requester creating a receipt does not see the quantity ordered, quantity already received, or the default receipt quantity. This forces the person creating the receipt to count the number of items received and then enter the receipt quantity into the Quantity Received field. The receiving date and receiving quantity tolerances are ignored when blind receiving is enabled.
Receiving Intransit Shipments
Intransit shipments are a shipment of items from one inventory organization or supplier to a destination inventory warehouse. The goods associated with an advance shipping notice (ASN) might not yet have arrived at the destination warehouse.
Receiving upto the Funded Amount
You can receive quantities upto the funded amount on the requisition. For example, if you have a requisition line with a funded amount of $1000, you can only receive quantities of the item upto a value of the $1000 and not more than that. This is applicable for partially funded lines.
Receiving Option Lines
You can receive items against option lines provided the option lines have been exercised. If the exercised option line has been funded, you can receive quantities upto the funded amount only.
Informational Lines and Priced Lines
Please note that Informational lines cannot be received, they are not priced lines.
Any priced line can be received even if it is a Not Separately Priced (NSP) line.
The Receiving > Receiving page enables you to carry out all desktop receiving activities. Search for your items using the Search LOV. Also use the Search LOV to find:
Items to Receive
Items to Return
Receipts to Correct
Receipts to View
Use the Search Attribute LOV to search by Requisition Number, Order Number or Supplier. Enter a Search Value and then click Go. For example, select Items to Receive using the Search LOV, select Find by Requisition Number using the Search Attribute LOV and enter a requisition number (for example: PR-10-001-0126) in the Search Value field and click Go.
The Receive Items: Select Items page opens, with the search criteria – Requester, Requisition Number, Supplier, Order Number, Shipment Number, and Items Due. Your search criteria values (for example: Requisition Number, will be defaulted in the search criteria fields. Click Go to search for the requisition / award to receive. The Receive Items: Select Items page also opens if you have clicked the Receive Items hyperlink at the top of the main Receiving page.
Select a Requisition using the Select checkbox. You can choose whether to use Express Receiving or the normal receiving process. Clear Changes unselects your selection of requisitions to receive.
Select a requisition and click Next to perform a normal receive. The Receive Items: Enter Receipt Information page displays, where you need to enter the following fields: Receipt Date, Waybill, Packing Slip, and Receipt Comments. Click Next to go to the Receive Items: Review and Submit page that displays the Receipt Information and Received Item Details. If you need to change any of the details, click Back to return to the previous pages and make your corrections. Click Submit to confirm receipt of the items and obtain a receipt number from the system. The Receive Items: Confirmation Details page displays, showing you the Receipt Date, Receipt Number, Requisition Number, and other details.
Select a requisition and click Express Receive to perform express receiving. The entry of the Receipt Date, Waybill, Packing Slip and Receipt Comments are bypassed and the system automatically creates a receipt with the Receiving Date as today’s date. After you click Express Receive, the Receive Items: Confirmation Details page displays the details of the newly created receipt.
Note: Alternatively, on the main Receiving page, you can use the Requisitions to Receive region to click the Express Receive icon against a listed requisition and perform an express receive.
An example: you received a quantity of 100 of Item A from a supplier. However your requesting organization requires a quantity of 80 only and will not accept more than 80. Therefore, you need to return a quantity of 20 to the supplier.
The Receiving main page provides a Return Items link for you to return goods to the supplier. Click on the Return Items link and the Return Items: Find Receipt page displays. Select from one or more of the following search criteria to search for a requisition for items to return: Receipt Created By, Items Received, Receipt, Requisition Number, Order Number, Supplier. After you have entered your search criteria, click Go. The required requisitions with their details will be displayed in the search results region.
Enter a return quantity in the Return Quantity field. You can return up to a maximum of the received quantity. Click Next to go to the Return Items: Enter Return Information page. In this page, enter a Reason, Return Material Authorization, and Comments on this page. Click Next to proceed to the Return Items: Review and Submit Return page. The return details are displayed on the page. Click Submit to record the return in the system and you will then see a Confirmation Details page that displays the confirmed return details. Click the Return to Receiving link to go back to the main Receiving page.
The Correct Receipts pages enable you to make corrections in the received quantity. For example, you received a quantity of 100 of Item A from a supplier. However your receiving clerk entered 110 in the receipts page erroneously. You need to correct this quantity using the Correct Receipts page. Click on the Correct Receipts link in the main Receiving page, the Correct Receipts: Select Receipts page opens, and you can enter your search criteria for retrieving the receipts you want to correct. After you have entered the search criteria, click Go. The search results display in the region below. Enter the corrected quantities in the Correct Quantity / Amount field. If you have entered a positive or negative correction, and the corrected quantity is above or below the quantity tolerances set by the system, you will get a warning message. You can choose to correct the quantity again so that it falls within the quantity tolerances, or you can click Continue to proceed with the correction. The Correct Receipts: Review and Submit page opens to display the correction details. Click Submit to confirm the corrections, the Confirmation Details page displays the correction information for your reference. Click the Return to Receiving link to go back to the main Receiving page.
Click the View Receipts link in the main Receiving page to view receipt details along with returns, corrections, etc. The View Receipts page opens, enabling you to search for one or more receipts using various search criteria. The region below the search criteria displays the search results. The Receipts column in the search results displays all the Receipt Numbers as links. Click on any Receipt Number link and the Receipt Details page opens, showing you the Receipt Details and Transaction History regions. The Transaction History region tells you if the item has been received, corrected or returned, along with the transaction details.
Using the Receipt Details page, you can also correct quantities or return items by clicking the appropriate button. Click Done to return to the View Receipts page.
The View Receipts page also displays some of the received quantities as links. These quantities have been adjusted in some way and have an indicator displayed next to them. Click on a quantity link to open the Receipt Details page. The receipt information and the transaction history are displayed. Using the Receipt Details page, you can also correct quantities or return items by clicking the appropriate button. Click Done to return to the View Receipts page.
Over the course of a complex work project, various pay items defined for the contract come due. To notify a buyer that a pay item needs to be processed for a completed unit of work, you can create a work confirmation. For more information on creating and using Work Confirmations, please refer to the Oracle Contract Lifecycle Management for Public Sector iSupplier Portal User’s Guide. For more information on complex work orders, please refer to the Oracle Contract Lifecycle Management for Public Sector Purchasing User Guide.