PeopleSoft Purchasing 9.1 PeopleBook

Working with Delivery Information

This chapter provides an overview of delivery information and discusses how to access delivery information

Understanding Delivery Information

The pages in the PeopleSoft Purchasing Delivery component enable you to identify the final destination for received goods, as well as view location and ship to information relevant to the delivery of the received goods. The information maintained on these pages exists at the receipt distribution level and originated from either the requisition or the purchase order. Delivery information becomes available only after the item has been received.

Also integrating with the Delivery component is the Mobile Inventory Management application. The application provides tools to integrate mobile devices to the PeopleSoft Supply Chain Management system including mobile deliveries. This enables you to take advantage of the cost savings and efficiency improvements inherent in processes driven by mobile devices.

When stock arrives at the receiving location, remote users can receive it using the Mobile Receiving. After receiving the stock, they can use Mobile Delivery, to record the final destination for delivered items, view location and ship to information relevant to the delivery of the items, and to whom the items were delivered. Delivery information exists at the receipt distribution level and originates from either a requisition or purchase order. The recorded results of deliveries are sent back to the PeopleSoft system using a component interface based on the RECV_DELIVERY component.

The Delivery Inquiry supports deliveries made with mobile devices through PeopleSoft Mobile Inventory Management.

Accessing Delivery Information

This section discusses how to:

Designate material as being delivered.
Review detailed delivery information for a receipt.
View the life cycle of a delivery.

Pages Used to Access Delivery Information

Page Name	Definition Name	Navigation	Usage
Maintain Delivery Information - Delivery Location	RECV_DELIVERY1	Purchasing, Receipts, Maintain Delivery Information, Delivery Location	Designate material as being delivered. You can also enter the delivery date and name of the person to whom the delivery was made.
Item Description	RECV_ITEM_DESCR_FS	Click the Item Description link on the Maintain Delivery Information - Delivery Location page. The item description link is composed of the first 30 characters of the item's description in the Transaction Item Description text box on the Item Description page.	View descriptions for a specific item.
Maintain Delivery Information - Location Comments	RECV_DELIVERY2	Purchasing, Receipts, Maintain Delivery Information, Location Comments	View comments entered for the delivery location of the material. This may include standard routing instructions for delivery.
Maintain Delivery Information - Ship To Comments	RECV_DELIVERY3	Purchasing, Receipts, Maintain Delivery Information, Ship To Comments	View ship to comments entered for the internal delivery location of the material, which is the final destination to which the item should be routed. For example, if the ship to is Company Headquarters Building B, but the delivery location is the fourth floor mail room of Building E, the comments could be instructions on which mail slot to use in the fourth floor mail room, receiving dates and times, or special delivery instructions.
Delivery Detail	RECV_DEL_INQ	Purchasing, Receipts, Review Receipt Information, Delivery Inquiry	Review summarized delivery information for a receipt.
Delivery Detail	RECV_DEL_INQ_DTL	Purchasing, Receipts, Review Receipt Information, Delivery Inquiry, and select a receipt	Review detailed delivery information for a receipt.
Life Cycle Inquiry	REC_DEL_INQ_CYCLE	From the Delivery Detail page, click the Delivery Life Cycle link.	View the life cycle of a delivery.

Designating Material as Being Delivered

Access the Maintain Delivery Information - Delivery Location page (Purchasing, Receipts, Maintain Delivery Information, Delivery Location).

Delivered

Select to indicate that the line item has been delivered.

Note. Use caution if deselecting this check box.

If you are using PeopleSoft Mobile Inventory Management and signatures are required for the Purchasing business unit, a signature appears in the Delivery Signature area after the item is delivered. If a user clears this check box, the system clears the Delivery Signature area as well as other delivered fields such as the Date, time, and Delivered To fields.

Reviewing Detailed Delivery Information for a Receipt

Access the Delivery Detail page (Purchasing, Receipts, Review Receipt Information, Delivery Inquiry and select a receipt).

To access this page, you provide search criteria to limit the results of a search. You can also search by other data fields, such as item ID, requester, and the attention to person. After completing search criteria, click the Search button to populate the Receipt Line Information grid box, and then select a receipt.

The Delivery Detail page provides information about the receipt and receipt line that you selected on the Delivery Inquiry page. Also included on the page is the location and detailed address and contact information. The delivery information is updated when a receipt or receipt line has been delivered.

Note. Deliveries provided through the PeopleSoft Mobile Inventory Management application Mobile Delivery task flow are also included in Delivery inquiries.

Delivered Flag	Displays whether the delivery has been delivered. When the check box is selected, the receipt line distribution has been delivered. When the field is selected, the status of the receipt is delivered. Other statuses for which you can create Delivery inquiries are: Both: Provides both delivered and not delivered receipt deliveries. The Delivered Flag is not selected for this status. Not Delivered: Provide receipt deliveries that have not been delivered. The Delivered Flag is not selected for this status. If this check box is deselected, then the Delivery Signature image is cleared as well as other delivery fields.
Date	Displays the date on which the delivery was made.
Attention To	Displays the person to whom, or place to where the services or goods are to be delivered. If the purchase order's scheduled shipment originated from the requisition, the Attention To field value is carried onto the purchase order.
Deliverer	Displays who delivered the item.
Delivered To	Displays to whom the receipt line item was delivered.
Delivery Cart ID	Displays the delivery cart ID if the line item was delivered using PeopleSoft Mobile Inventory, delivery carts. See Setting Up and Using Mobile Delivery Carts.
Delivery Feedback	Displays comments provided the person accepting or signing for the delivery.
Delivery Life Cycle	Click to access the Life Cycle Inquiry page where you can view all transactions for the receipt. See Viewing the Life Cycle of a Delivery.
Delivery Signature	Displays the signature of the person who received a delivery if your organization uses PeopleSoft Mobile Inventory, requires delivery signatures, and the items have been delivered.

Viewing the Life Cycle of a Delivery

Access the Life Cycle Inquiry page (Purchasing, Receipts, Review Receipt Information, Delivery Inquiry. From the Delivery Detail page, click the Delivery Life Cycle link).

Use this page to view the life cycle of a received item from receipt to delivery.

The Source column indicates from where the transaction originated. Online indicates that the transaction is from a PeopleSoft application. Mobile indicates that the transaction came from a mobile device.