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 record in the Pending Internal Orders list or in the Pending POs/ROs/RMAs list.
- 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.
- In the Line Items list, select a line item record 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. For more information, see Process Receipt Button.
To receive repaired items from a third-party vendor
- Navigate to the Receiving screen.
- Select a repair order record in the Pending POs/ROs/RMAs list.
- Drill down on the Receive Type field hyperlink.
- In the Line Items list, select a line item record 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 visibility filter, select Line Item Receipts.
- 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
- Navigate to the Receiving screen.
- In the visibility filter, select All Unknown Receipts.
- In the Unknown Receipts list, select an item.
- Drill down on the Shipment # field hyperlink.
- 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 visibility filter, select All Unknown Receipts.
- 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.
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