PeopleSoft Enterprise eProcurement 9.1 PeopleBook

Receiving Stock and Returning Items to Vendors

This chapter provides an overview of receiving stock and discusses how to:

Receive stock as a casual user.
Return items to vendors.
Receive stock as a power user.

Understanding Receiving Stock

This section discusses:

The common element used in this chapter.
Stock receipt.
Items received by amount.
Receipt notification workflow.
Options for receiving stock.

The Common Element Used in This Chapter

Receipt Status

Select from these values:

Open: The receipt is being entered into the system and has not yet been saved, or the receipt has been entered and saved but might be missing required information.

Received: The receipt has been entered and saved.

Hold: A power user has put the receipt on hold.

Moved: The necessary items in the receipt have been successfully passed to PeopleSoft Asset Management, PeopleSoft Inventory, or PeopleSoft Enterprise Manufacturing (if those applications are installed).

Complete: The receipt has finished all steps and is closed.

Cancelled: The receipt was entered and saved, but then canceled. A cancellation cannot be reversed.

Stock Receipt

When you enter a requisition, PeopleSoft eProcurement processes it, places it on a purchase order (PO), and sends (dispatches) it to the vendor. If PeopleSoft Inventory is installed, the requisition might come from the warehouse stock instead of from a vendor. When you receive the requested items, you record the receipt, which enables the buyers to track the quality and promptness of vendors.

The PeopleSoft application assigns a receipt ID to each saved receipt. Because a one-to-one ratio does not exist between POs and receipts—a PO might have multiple receipt IDs due to multiple shipments or a shipment might have multiple POs—this ID is stored separately from the dispatched purchase order or the original requisition. If PeopleSoft Payables is installed, a process matches the receipts to the POs (to confirm that the goods were shipped) before the vendor is paid.

Note. To record a receipt before the accounts payable department can pay the vendor, select Receiving Required for the item.

Items Received by Amount

A receipt is usually recorded based on the quantity that is received. However, you can also receive by amount in PeopleSoft eProcurement. This feature is particularly useful if you order and receive services.

See Also

Receiving Items by Amount

Receipt Notification Workflow

PeopleSoft eProcurement enables requesters to record the receipt of their own goods. Because some requesters do not record their receipts promptly, the workflow process for receipt notification reminds requesters to receive their goods. If PeopleSoft Payables records the voucher (vendor's invoice) for the PO but no receipt is entered, workflow inserts a reminder in the To Do List of the requester.

See Also

Maintaining System Users and Roles

Options for Receiving Stock

After a PO is dispatched, the vendor ships the stock. When the stock arrives at the location, use the receiving area to record the receipt. PeopleSoft eProcurement offers several options for receiving stock:

Casual user receiving	This is the default setting. Items are delivered directly to a casual user's desk or area without being routed through the central receiving department. For example, a Federal Express shipment is delivered directly to you or an assistant. To enter the receipt, the user opens the original requisition and links to the requisition's PO. The user then records the receipt on a simplified form.
Casual user receiving with edit and cancel privileges	A casual user can also be granted privileges to edit and cancel receipts and to override a vendor's return address. To have these privileges, the casual user's roles must contain a user role that is included under RECV_CASUAL_ALL on the eProcurement Role Actions page. When requesters or users are assigned to either the RECV_CASUAL or RECV_CASUAL_ALL role actions, they can only receive against PO lines that they created. For example, if after the original requisition is sourced to a PO and someone else creates a new PO line afterward, the requester won't be able to receive against the newly added PO line. Only if the requester creates the new PO line, either by sourcing a new requisition line to the existing PO or by creating a change request using the Manage Requisitions page, can she subsequently receive against the new PO line.
Receiving by Ship To Location	A casual user can be set up to receive all items shipped to a ship to location specified as the Default Ship To location in the Receiver Setup page.
No receiving privileges	To prevent the casual user from having access to the receiving area of PeopleSoft eProcurement, the roles must contain a user role that is included under NO_CASUAL_RECV on the eProcurement Role Actions page.
Power receiving	A power user is an individual in the receiving department or a purchasing professional who receives items by using the receiving pages in PeopleSoft Purchasing. The power user selects the PO and creates the receipt. The power user can also record a receipt without a PO. To be a power user, the roles must contain a user role that is included under RECV_POWER on the eProcurement Role Actions page.

See Also

Maintaining System Users and Roles

Receiving Stock As a Casual User

This section discusses how to:

Select items to receive.
Add or change a receipt.
Reject a shipment.
Add comments at the receipt heading and line levels.
Review or add asset information to an item.
Generate tag numbers.
Generate serial numbers.
Enter the location for an item.
View recorded receipts.

Pages Used to Receive Stock As a Casual User

Page Name	Definition Name	Navigation	Usage
Receive Items	PV_PO_PICK_ORDERSC	eProcurement, Receive Items	Select items to receive.
Receive	PV_RECV_WPO	eProcurement, Receive Items Select items to receive, and then click the Receive Selected button.	Add or change a receipt.
Receipt Header Comments	PV_RECV_COMMENTS	Click the Add Header Comments link on the Receive page.	Record one or more comments at the header level of this receipt and add attachments. You cannot access this page unless your user ID is linked to the eProcurement role action of MULTI_COMMENTS.
Standard Comments	PV_STD_COMM_SEC	Select the Standard Comments link on the Receipt Header Comments page. Select the Standard Comments link on the Receipt Line Comments page.	Use this page to apply a standard comment as a comment to the receipt line or receipt header. Standard comments are frequently used comments that have been defined in the system using the Standard Comments (STANDARD_COMMENTS) and Standard Comment Type (STD_COMMENT_TYPE) components. Enter search criteria of Comment Type, Comment ID, or Description and then click the Search button to display the standard comments. Select a standard comment and click OK to apply the comment to the requisition. See Setting Up Standard Comments.
Reject Shipment	PV_RECV_REJECT	Click the Reject Shipment link on the Receive page.	Reject a shipment.
Line Details	PV_RECV_WPO_DETAIL	Click the Details button on the Receive page.	View more information about the item, all receipts from this requisition, and the PO that is used.
Receipt Line Comments	PV_RECV_COMMENTS	Click the Receive Comments icon on the Receive page.	Use this page to record the condition of the shipment when it arrived at the location (good, fair, or damaged), add comments about the receipt line, and add attachments to the receipt line. You are limited to one comment and no attachments unless your user ID is linked to the eProcurement role action of MULTI_COMMENTS.
Asset Management Information	PV_RECV_WPO_AM	Click the Asset Mgmt (asset management) button on the Receive page.	Review or add asset information to an item. Note. This page is used only when the item is an asset item.
Generate Tag Numbers	PVRECV_AUTO_SERIAL	Click the Tag Numbers link on the Asset Management Information page.	Generate a sequence of tag numbers that are to be applied to each asset line. Note. This page is available only when you are using PeopleSoft Asset Management.
Generate Serial Numbers	PVRECV_AUTO_SERIAL	Click the Serialize link on the Asset Management Information page.	Generate serial numbers. Note. This page is available only when you are using PeopleSoft Asset Management.
Inventory Putaway Information	PV_RECV_WPO_PTWY	Click the Putaway Items button on the Receive page.	Enter the location of an item.
Inventory Item Information	PV_RECV_INV_ITEMS	Click the Inventory Item Info link on the Inventory Putaway Information page.	View the inventory information that is defined for this item on the Item Definition page.
Storage Location Search	PV_RECV_STOR_SRCH	Click the Search button on the Inventory Putaway Information page.	Search for a material storage location in PeopleSoft Inventory, where you can put the received items.
Manage Receipts	PV_RECV_UPDATE_REC	Click the Inquire Receipts link on the Receive page.	View recorded receipts. Add details, return items to vendor, or cancel a receipt.

Selecting Items to Receive

Access the Receive Items page (eProcurement, Receive Items).

For a requisition line to appear on this page, the item must have been placed on a PO and dispatched to the vendor. You can view the requisitions that you entered and those that were purchased for you. When the entire quantity of the item has been received, the requisition line no longer appears on this page.

Requisition Lines to Receive Tab

Receive Selected	Click to receive the requisition lines that you select on this page. The system displays the Receive page, where you can make changes to the receipt quantity, review requisition details, and add comments.
Requisition	Select the check box to the left of the line, and click Receive Selected to display the Receive page.
Item Description	Click to access the Item Description page, where you can review item details and an item image, if it's available.
Total Req Qty/Amt (total requested quantity/amount)	Displays a quantity only if one of the lines was over received and a return to vendor (RTV) was created to return the excess stock. This is the quantity that you expect to receive (the requisition quantity or the overage amount).
Accepted to Date	Displays the number of items that have been accepted to date.
Ship To	Displays the business unit to which the requisition item is going to be shipped.
Attention To	Displays the name of the individual who should receive the items or services on this requisition line. Once the shipment is physically received, this individual should record the receipt, enabling the buyers to track the quality and promptness of the vendor.
Vendor	Displays the vendor who is supplying the item.
Check All	Click this button to select all requisition lines with the same vendor as the first line or as the line you have already selected. One receipt can include only one vendor; therefore, not all displayed lines are selected by this button.
Inquire Receipts and Manage Return to Vendors	Click these links to display previously recorded receipts or RTVs for the requisitions. This information verifies that a receipt form or an RTV has been entered for this shipment.

Warning! Do not change the RTV Adjust Sourcing option after transactions have been recorded in PeopleSoft eProcurement. Changing this option may alter the quantities that appear so that they become inconsistent in the PeopleSoft eProcurement receiving and RTV transactions.

Purchase Order Details Tab

Select the Purchase Order Details tab.

PO Qty (purchase order quantity)	Displays the quantity for this PO.
Recv Reqd (receiving required)	Displays Y (yes) or N (no) to indicate whether the item requires receiving to pay the vendor for the goods. You do not need to enter a receipt for any item that is marked with N.

Dispatching Purchase Orders in PeopleSoft eProcurement

Adding or Changing a Receipt

Access the Receive page (eProcurement, Receive Items; Select items to receive, and then click the Receive Selected button).

Add a new receipt of one or more PO lines and reject and inspect received quantities. Before creating a receipt, verify that the PO was dispatched.

Receipt No (receipt number) or New Receipt	Displays the receipt ID that was assigned when the receipt was entered. If you are adding a new receipt, the words New Receipt appear until the page is saved. Then a receipt ID is assigned automatically.
Received Date	Enter the date that the shipment arrived. The default is today's date, but you can change it if the shipment arrived earlier.
Add Header Comments	Select to access the Receipt Header Comments page, where you can record one or more comments at the header-level of this receipt and add attachments. This link is not visible unless your user ID is linked to the eProcurement role action of MULTI_COMMENTS.
Reject Shipment	Click to access the Reject Shipment page, where you can reject some or all of the items that are sent to you.
Item Description	Click this link to view a detailed description and picture (if available) of the item.
Received Qty (received quantity)	Enter the quantity of the items that you received.
Clone Quantity	Click the Clone Quantity button to copy the received quantity from one line to all other lines on this form. This button saves data entry steps when you have many line items.
UOM (unit of measure)	Select the type of unit by which the item was shipped to you, for example, by box, each, and so on.
Accept Qty (accept quantity)	Displays the number of items that you are accepting. If you do not reject any items by clicking the Reject Shipment link and entering the quantity that you are rejecting on the Reject Shipment page, the system assumes that you are accepting all of the items that you received. If you rejected any items, the system automatically calculates the accepted quantity when you click OK.
	Click the Details button to access the Line Details page, where you can view more data about the item, the PO that you are receiving, and the previous and current receipts.
(Receive Comments icon)	Select this icon to access the Receipt Line Comments page, where you can record the condition of the shipment when it arrived at the location (good, fair, or damaged), add comments about the receipt line, and add attachments to the receipt line. You are limited to one comment and no attachments unless your user ID is linked to the eProcurement role action of MULTI_COMMENTS.
(PO Comments icon)	Select this icon to view comments added on the purchase order at the header-level, line-level, or ship to level. To appear here, the purchase order comments must have been marked with the Show at Receipt check box.
Asset Management	Click to access the Asset Management Information page, where you can view or change the fixed asset information, such as serial ID and asset profile ID. This button appears only if the item is designated as a fixed asset for PeopleSoft Asset Management.
Putaway Items	Click to access the Inventory Putaway Information page, where you can view or change the inventory information, such as serial ID and warehouse location. This button appears only if the item is designated as a PeopleSoft Inventory item.
	Click the Device Tracking button to access the Device Tracking page.
Inquire Return to Vendors	Click to access the Manage Return to Vendors page, where you can view a list of vendors from which you have canceled orders, closed orders, open orders, or shipped orders.
Inquire Receipts	Click to access the Manage Receipts page, where you can view a list of requisitions, receipt numbers, received date, PO IDs, received quantity, and status of receipts.

See Also

Using Device Tracking

Receiving and Putting Away Stock

Rejecting a Shipment

Access the Reject Shipment page (Click the Reject Shipment link on the Receive page).

Reject some or all of the items that you are recording in this receipt by entering information about each item that you are rejecting.

Reject Qty (reject quantity)	Enter the quantity of the item that you are rejecting. This can be all or part of the quantity that was delivered to you (the received quantity). When you enter a quantity and move out of the field, the remaining fields on this page are available for entry.
Reject Reason	Select the reason why you are rejecting the items.
Reject Action	Select how you want the vendor to correct the mistake. This is an information field; to return stock to the vendor, use the Return to Vendor page.
RMA Number (return material authorization number) and RMA Line (return material authorization line)	Enter the return material authorization number and line number that the vendor provided

Adding Comments at the Receipt Header and Line Levels

The Receipt Header Comments page and the Receipt Line Comments page use the same fields. Navigation is different and each page adds comments and attachments to a different part of the receipt.

Access the Receipt Header Comments page (click the Add Header Comments link on the Receive page) or access the Receipt Line Comments page (click the Receive Comments icon on the Receive page).

Condition

(Receipt Line Comment page only) Select the general condition of the shipment; the options are Good, Fair, and Damaged.

(Add a New Row icon)

Select to add a new comment field. Comments are numbered as you add them.

Use Standard Comments

Click to access the Standard Comments page (PV_STD_COMM_SEC), where you can select a standard comment to be applied as a comment to this receipt. Standard comments are frequently used comments that have been defined in the system using the Standard Comments (STANDARD_COMMENTS) and Standard Comment Type (STD_COMMENT_TYPE) components.

See Setting Up Standard Comments.

(Spell Check Comment icon)

Click to perform a spell check on the comment.

Add Attachments

Click to access the File Attachments window, where you can browse and select a file to be attached to this comment. Only one file can be attached to each comment. Once a file is attached, the Attachment group box displays the file details including file name, the user who attached it, and the date and time it was attached. The Send Vendor check box applies to each file separately.

Show at Voucher

Select if you want this comment to appear on the voucher.

OK

Select to return to the Receive page with the comments and attachments that you have added on this page.

Cancel

Select to return to the Receive page without saving the changes that were added to this page.

Reviewing or Adding Asset Information to an Item

Access the Asset Management Information page (Click the Asset Mgmt (asset management) button on the Receive page).

Tag Numbers	Click to access the Generate Tag Numbers page, where you can generate asset tag numbers. The quantity on the distribution must be 1 to enter a tag number. This information becomes available on the Asset Information page after the asset data has been passed on to asset management.
Serialize	Click to access the Generate Serial Numbers page, where you can generate serial numbers.
Insert Non-Serial Row	Click to distribute nonserialized item rows to different asset management custodians and locations. This generates another asset row for the same asset management (AM) unit. If you split the AM quantity, you must reduce the earlier AM quantities for this unit. The total AM quantity for this unit must match the total quantity that you've accepted. When an item is inventory-related, you can't split a quantity of one for a serialized row.
Next Asset ID	Click to assign a temporary value of AUTO-ASSIGN as the line item's asset ID value. This value is replaced with the next available asset ID value when you save the receipt.
AM Unit (asset management unit)	Displays the PeopleSoft Asset Management business unit, where the item is capitalized.
CAP Sequence (capital acquisition planning sequence)	Displays the sequence number for the capital acquisition plan.
Cost Type	Enter the cost type code for the receipt item if applicable. Cost types represent different components of the cost of an asset, such as materials, labor, and overhead. For example, you can differentiate between the cost of building an asset and its market value by allocating the cost of production to one cost type and the margin of profit to another cost type. Cost type, combined with the asset category and transaction code, determines the general ledger accounts into which the costs are entered.
Sel (select)	Select to display the Insert Non-Serial Row button if you want to distribute nonserialized item rows to different asset management custodians and locations.
Seq (sequence)	Displays the receiving distribution sequence number that is associated with the selected asset row.
Quantity	Enter the item quantity that is being distributed on the selected distribution sequence.
	Click the Cancel Row button to cancel this asset schedule information. If the receipt has not been interfaced, this asset row is not interfaced and is deleted during receipt interface processing. If the receipt is interfaced, a retire asset transaction is passed to PeopleSoft Asset Management.

See Also

Adding and Maintaining Assets

Generating Tag Numbers

Access the Generate Tag Numbers page (Click the Tag Numbers link on the Asset Management Information page).

Note. The Multiplier algorithm uses the first number sequence from the right end of the start number to use as the number to increment. For example, NB-8000-001-ABC would use 001 as the first number sequence, not 8000.

Overwrite existing numbers

Select to overwrite existing tag number information from the Asset Management Information page with the values that you have entered on this page.

Generating Serial Numbers

Access the Generate Serial Numbers page (Click the Serialize link on the Asset Management Information page).

Use this page to generate a sequence of serial IDs that are to be applied to each item.

The fields on this page are the same as the fields on the Generate Tag Numbers page, except that they are for serial numbers.

Entering the Location for an Item

Access the Inventory Putaway Information page (Click the Putaway Items button on the Receive page).

Enter or review the location in PeopleSoft Inventory where this item will be placed; record serial and lot IDs. If the item that you are receiving was marked as a PeopleSoft Inventory item (and PeopleSoft Inventory is installed), use this page to record the information that is required to put the item in inventory. The default information appears from the item definition. Change this information only if you are storing the item in a different inventory location.

Status	Displays the receipt shipping status. The status can be Open, Received, Closed, Canceled, or Hold. If the status is Open or Received, then you can change the inventory distribution information on this page.
Lot IDs	Click to access the Generate Lot ID page, where you can generate lot numbers. This link appears only if the item is lot-controlled.
Serial IDs	Click to access the Generate Serial Numbers page, where you can generate serial numbers. This link appears only if the item is serial-controlled.
Insert Non-Serial Row	Click to split out nonserialized item row quantities to different putaway locations. This generates another putaway row for the same PeopleSoft Inventory business unit. You must reduce the earlier putaway quantities for this unit if you split a putaway. The total putaway quantity for this unit must match the total quantity that you've accepted. When an item is inventory-related, you cannot split a quantity of one for a serialized row.
Distribution Line Number	Displays the distribution line number. The distribution level of the purchase order records the internal location where the stock is to be delivered.
Consigned	Select if the stock is defined as consigned goods. The costs of consigned goods are not recorded until the item is used or shipped.
Non-Owned Item	Select if the stock is defined as not owned. The costs of nonowned goods are not recorded unless they are also marked as consigned goods.
Location Code	Displays the delivery location within the shipment address to which this stock should go.

You can view and change item information and location in the inventory warehouse.

Sel (select)	Select to display the Insert Non-Serial Row button if you need to insert a nonserial row number for this row.
Quantity	Enter the quantity for this row. The total of all the rows must equal the accept quantity on the Receipt form.
Expire Dte (expire date)	Displays the date that the stock expires. The default date is based on the item definition; you can change it.
Area	Displays the storage area of the inventory warehouse where this item will be stored. The default information here is based on the item defaults. You can change the value.
Search	Click the Search button to access a search page, where you can select the material storage location for the item in the inventory warehouse.
Lev 1, Lev 2, Lev 3, Lev 4 (level 1, level 2, level 3, level 4)	Displays the levels of the inventory warehouse (subdivisions of the Area field) in which this item will be stored. The default information is based on the item defaults. You can change the value. If PeopleSoft Inventory does not use this field, it may be blank.
Container	Enter the container ID if the inventory system uses container management (license plating). This ID can also be assigned later in PeopleSoft Inventory.

See Also

Receiving and Putting Away Stock

Managing Consigned Purchases Inventory

Defining and Maintaining Material Storage Locations

Viewing Recorded Receipts

Access the Manage Receipts page (Click the Inquire Receipts link on the Receive page).

The maximum number of rows that are retrieved and that appear on this page can be defined on the eProcurement Installation Options page. If the search returns more than the defined number of rows, an error message appears.

Show Status	Select to view receipts with these statuses: All: Receipts of any status. Closed/Cancelled: Receipts that have been closed or canceled. Closed: Receipts have been completed. No further processing is required. Moved: Receipts that have been entered, have passed all edits, and have been sent to PeopleSoft Inventory or Asset Management. Received/Open: Receipts with the status Open or Received. This is the default status.
Requisition Name	Search by the name of a specific requisition. The requisition name is the name that the requester assigned when creating the requisition. If a name was not assigned, the system uses the requisition ID as the name. This limits the search results to one specific requisition.
	Click the Details button to access the Receive page, where you can view and change this receipt.
	Click the RTV Setup button to access the Select Receipts to Return page, where you can enter the information that is needed to return the items to the vendor. If this button is unavailable, the item is a PeopleSoft Inventory or Asset Management item, and you must Move the status of the receipt before you can enter an RTV.
	Click the Cancel button to access the Cancel Receipt page, where you can view a list of the items on the receipt and then either choose to cancel the receipt or return to the Manage Receipts page.

Returning Items to Vendors

Several business reasons exist for initiating a vendor return. You might receive defective materials, too many items, items that were shipped in error, or items that you no longer require. When you decide to return goods to the vendor, you must enter an RTV.

This section discusses how to:

Initiate a vendor return.
View and change the vendor's ship-to address.
View recorded RTV entries.

Pages Used to Return Items to Vendors

Page Name	Definition Name	Navigation	Usage
Return To Vendor	PV_RTV	eProcurement, Receive Items Select the Inquire Receipts link. Click the RTV icon. Click the Return to Vendor button at the top of the Select Receipts to Return page.	Initiate a vendor return.
Item Detail	PV_RTV_RECVDS_DISP PV_RTV_ASSET_DISP PV_RTV_PO_DS_DISP	Click the RTV Details button on the Return to Vendor page.	View information about a requisition, an item, and previous returns.
RTV Fees (Return to Vendor Fees)	PV_RTV_LN_FEE	Click the Return to Vendor Fees button on the Return to Vendor page.	Record fees that are incurred for returning items to the vendor, including restocking fees and other charges.
Vendor Address	PV_RTV_ADDR_DTL	Click the Vendor link on the Return to Vendor page.	View or change the vendor's ship-to address for this return. Use this page if the vendor has a return address that is different from the ordering address.
Manage Return to Vendors	PV_RTV_UPDATE_REQ	Click the Inquire Return to Vendors link on the Return to Vendor page.	View RTV entries that have been recorded under the user ID.

Initiating a Vendor Return

Access the Return To Vendor page (eProcurement, Receive Items. Select the Inquire Receipts link. Click the RTV icon. Click the Return to Vendor button at the top of the Select Receipts to Return page).

You can change the text that appears on this page by using the setup instructions for the Return to Vendor page.

Action	Select a reject action for the returned merchandise. The selection determines the selections for the other options on this page. Values are: Credit (return for credit): The goods are to be returned to the vendor, and no replacement of these returned goods is requisitioned. Exchange (return for exchange): You are returning the item, and you want a different item to be sent to you. This option triggers a PeopleSoft Workflow event to a buyer. Replace (return for replacement): The returned materials will be received against the original purchase order again, after the vendor ships replacement goods for the returned items.
	Click the RTV Details button to access the Item Detail page, where you can view information about this requisition and previous returns.
	Click the Return To Vendor Fees button to access the RTV Fees page, where you can enter miscellaneous charges, such as restocking fees.
Ship RTV (Ship Return To Vendor)	Click if you have shipped all the items on this page. This option sets the shipped quantity on the RTV to equal the return quantity and changes the RTV status to Shipped. The RTV status must be Shipped before you run the RTV Reconciliation process.
Ship Via	Select the method of shipment that you are using to ship the stock back to the vendor.
Vendor	Click to go to the Vendor Address page.

Viewing and Changing the Vendor's Ship To Address

Access the Vendor Address page (Click the Vendor link on the Return To Vendor page).

Note. For you to change the address, the roles must contain a user role that is included under RECV_CASUAL_ALL on the eProcurement Role Actions page.

Return to Vendor, Location, and Contact

Displays the default information from the vendor definition; you cannot change this information here.

See Also

Attaching Role Actions to User Roles

Viewing Recorded RTV Entries

Access the Manage Return to Vendors page (Click the Manage Return to Vendors link on the Return To Vendor page).

Status

Displays the status of the RTV:

Open: The RTV form has been entered and saved.

Shipped: All lines on the return have been shipped. An RTV line item is considered shipped when the line's shipped quantity equals the return quantity.

Closed: All lines on the return are complete. After a return is closed, you cannot change it.

Cancelled: The RTV has been canceled. You cannot change the RTV status to Cancelled if all items on the RTV have been shipped.

Click the Display RTV Information button to access the Return to Vendor page, where you can view the information about the original RTV form. If the RTV form status is Open, you can change the information.

Receiving Stock As a Power User

In PeopleSoft eProcurement receiving, a power user can perform more actions than a casual user. A power user has access to many PeopleSoft Purchasing pages that are designed for receiving department personnel.

This section lists the pages used to receive stock as a power user and discusses how to view recorded receipts.

Pages Used to Receive Stock As a Power User

Page Name	Definition Name	Navigation	Usage
eProcurement Role Actions	PV_ACTIONS	eProcurement, Administer Procurement, Maintain Users and Roles, eProcurement Role Action	Associate necessary roles with the eProcurement role action RECV_POWER.
Manage Receipts	PV_RECV_UPDATE	eProcurement, Receive Items	View recorded receipts.
Process Receipts	PV_RECV_PROCESS	eProcurement, Receive Items Click the Process Receipts link.	Choose how to process receipts.
Selected Receipt	PO_PICK_ORDERS	eProcurement, Receive Items Click the Inspection link.	Select purchase orders that require inspection.
Advanced Shipment Receipts	RECV_AOLN_EC	eProcurement, Receive Items Click the Review ASN Receipt link.	Review advanced shipment receipt notifications.
Manage Return to Vendors	PV_RTV_UPDATE	eProcurement, Receive Items Click the Inquire Return to Vendor link.	View RTV information, add an RTV, and reconcile an RTV.
Maintain Return To Vendor- Return To Vendor	RTV	Click the Add RTV link on the Manage Return to Vendors page.	Enter RTV details, such as return quantities and source information.
Reconcile RTVs (Reconcile Return To Vendor)	RUN_POC5000	Click the Reconcile RTV link on the Manage Return to Vendors page.	Run the RTV Reconcile process.
Select Purchase Orders	PO_PICK_ORDERS	eProcurement, Receive Items Click the Add New Receipt link.	Select POs that require a receipt. Add a new receipt of one or more PO lines; reject and inspect received quantities. Before creating a receipt, verify that the PO was dispatched.
Maintain Activity and Comments page	RECV_ACTIVITY	Click the Activities icon on the Manage Receipts page.	Record comments about the receipt.
Delivery Location	RECV_DELIVERY1	Click the Delivery Information icon on the Manage Receipts page.	Record delivery locations.
Location Comments	RECV_DELIVERY2	Click the Delivery Information icon on the Manage Receipts page. Select the Location Comments tab.	Record location comments.
Ship To Comments	RECV_DELIVERY3	Click the Delivery Informationicon on the Manage Receipts page. Select the Ship To Comments tab.	Record ship to comments for the receipt.
Maintain ChartFields	RECV_ACCOUNT	Click the ChartFields icon on the Manage Receipts page.	View the current ChartFields to be used to record this receipt. You can use this page to change the way the shipment is charged to the accounting records.
Close Landed Costs	CM_LC_MANU_CLOSE	Click the Manual Close Landed Cost icon on the Manage Receipts page.	View the landed costs associated with this receipt.

Viewing Recorded Receipts

Access the Manage Receipts page (eProcurement, Receive Items).

You can view previously recorded receipts, add new receipts, or update details, comments, delivery information, and ChartField information. The receipt list displays all receipts that have been created for a user ID. Each row represents a separate line of the receipt so that you can see each item that has been received. If more than one item was received on the same receipt number, the same receipt number appears in multiple rows.

The roles must contain a user role that is included under RECV_POWER on the eProcurement Role Actions page.

Business Unit	Enter the PeopleSoft eProcurement business unit that was used to enter the receipts that you want to appear.
PO Unit (purchase order business unit)	Enter the Purchasing business unit that was used to enter the receipts that you want to appear.
Add New Receipt	Click to access the Select Purchase Order page in PeopleSoft Purchasing, where you can select the PO to receive.
Process Receipts	Click to access the Process Receipts page where you can access the receiving process in PeopleSoft Purchasing.
Inspection	Click to record inspection results. Some items require a separate inspection step. If you receive one of these items, click this link to access the Select Receipt page in PeopleSoft Purchasing, where you can find the receipt and record the results of the inspection.
Review ASN Receipt (review advanced shipment notification receipt)	Click to access the Advanced Shipment Receipts page in PeopleSoft Purchasing where you can review the receipts that were created by the Advanced Shipment Notification (ASN). The receipt might be the ASN, which is sent by the vendor.
Manage Return To Vendors	Click to access the Manage Return to Vendors page, where you can view the current RTV records.
Details	Click the Details icon to access the Receiving page in PeopleSoft Purchasing, where you can view and change this receipt.
Activities	Click the Activities icon to access the Maintain Activity and Comments page for receipts, where you can review or change comments about the receipt.
Delivery Information	Click the Delivery Information icon to access the Delivery Location page in PeopleSoft Purchasing. Here you can review and enter receiving information related to shipping details, such as carrier and packing slip ID.
ChartFields	Click the ChartFields icon to access the Maintain ChartFields page for receipts in PeopleSoft Purchasing, where you can view the accounting entries made at the time of receipt. The chart of the accounts that are used to record this receipt appears; for example, expense and inventory stock.
Manual Close Landed Cost	Click the Manual Close Landed Cost icon to access the Close Landed Costs page in PeopleSoft Purchasing, where you can manually close receiver line charges.

See Also

Receiving Shipments

Working with Landed Costs on Receipts

Condition	(Receipt Line Comment page only) Select the general condition of the shipment; the options are Good, Fair, and Damaged.
(Add a New Row icon)	Select to add a new comment field. Comments are numbered as you add them.
Use Standard Comments	Click to access the Standard Comments page (PV_STD_COMM_SEC), where you can select a standard comment to be applied as a comment to this receipt. Standard comments are frequently used comments that have been defined in the system using the Standard Comments (STANDARD_COMMENTS) and Standard Comment Type (STD_COMMENT_TYPE) components. See Setting Up Standard Comments.
(Spell Check Comment icon)	Click to perform a spell check on the comment.
Add Attachments	Click to access the File Attachments window, where you can browse and select a file to be attached to this comment. Only one file can be attached to each comment. Once a file is attached, the Attachment group box displays the file details including file name, the user who attached it, and the date and time it was attached. The Send Vendor check box applies to each file separately.
Show at Voucher	Select if you want this comment to appear on the voucher.
OK	Select to return to the Receive page with the comments and attachments that you have added on this page.
Cancel	Select to return to the Receive page without saving the changes that were added to this page.