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Siebel Field Service Guide > Shipping and Receiving >

Processing and Tracking Receipts

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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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