Siebel Field Service Guide > Shipping and Receiving >

Processing and Tracking Receipts

Follow these procedures to process the receiving of orders.

To receive an order

1. Navigate to the Receiving screen.
2. Select an order record in the Pending Internal Orders list or in the Pending POs/ROs/RMAs list.
3. Drill down on the Receive Type field hyperlink.

   Either the Receive Internal Order, Receive PO, Receive Repair Order, Receive RMA, or Receive Unknown view appears.

4. In the Line Items list, select a line item record to receive.
5. In the Received Line Item subview, create new records and enter details of the line items received.
6. For serialized line items, in the Serial Numbers subview, create new records and enter details of the line items received.
7. In the Receive Order form, click Process Receipt.

   This generates the appropriate inventory transactions. For more information, see Process Receipt Button.

To receive repaired items from a third-party vendor

1. Navigate to the Receiving screen.
2. Select a repair order record in the Pending POs/ROs/RMAs list.
3. Drill down on the Receive Type field hyperlink.
4. In the Line Items list, select a line item record to receive.
5. In the Received Line Item subview, create a record that defines the conditions of receipt for the selected line item.
6. In the Repairs subview, create a repair record for the selected line item.
7. 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

1. Navigate to the Receiving screen.
2. From the visibility filter, select Line Item Receipts.
3. Select a line item record and do one or more of the following:
   • Drill down on the Type field hyperlink.

     The receipt form for the selected order type shows the status of the receipt and the line items received.

   • Drill down on the Order # field hyperlink.

     The receipt form for the selected order number shows details of the original order.

   • Drill down on the Waybill # field hyperlink.

     The receipt form for the selected waybill number shows the shipping waybill for this order.

To add Unknown Receipt records

1. Navigate to the Receiving screen.
2. From the visibility filter, select All Unknown Receipts.
3. In the Unknown Receipts list, select an item.
4. Drill down on the Shipment # field hyperlink.
5. If the order number is unknown, you can select a possible order number in the Match Order # field.
6. If the receipt has line items with serial numbers, do the following:
   1. Select a serialized line item.
   2. 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

1. Navigate to the Receiving screen.
2. From the visibility filter, select All Unknown Receipts.
3. In the Unknown Receipts list, select a record 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.