36 Activate Receipt Routing

This chapter contains these topics:

Section 36.1, "Overview,"
Section 36.2, "Assigning Receipt Routes to Items,"
Section 36.3, "Defining Sample Requirements and Item Specifications."

You must activate receipt routing to process items through receipt routes. Receipt routing enables you to monitor the status of the items that you receive and determine when the items will be available to distribute.

36.1 Overview

To activate receipt routing, you must:

Assign receipt routes to items
Initiate receipt routing

You can assign a standard receipt route and an alternate receipt route to each item. An alternate route is one that you send an item through on an intermittent basis. For example, you can assign an alternate route to an item so that every fifth shipment you receive goes through an inspection operation.

You can specify the quantity or percentage of items that must be received to enter an item in its alternate route. You can also define sampling requirements and item specifications for inspection purposes.

You use processing options for the Enter Receipts program to initiate the receipt routing process. After you initiate receipt routing, the system enters an item into its assigned receipt route when you enter a receipt.

This section contains the following:

Assigning Receipt Routes to Items
Defining Sample Requirements and Item Specifications

36.1.1 What You Should Know About

Topic	Description
Initiating receipt routing	You set processing option 35 in your version of the Enter Receipts program (P4312) to initiate receipt routing. After you receive an item to which a receipt route is assigned, the system enters the item in the first operation in the route and displays the message Some items have entered receipt routing. The system does not update the status codes on a purchase order detail line to a received status until the items complete the receipt routing process, that is, they're received into stock.
Transfer orders	When you create a transfer order in the Sales Order Management system, the system generates a sales order for the branch you are transferring items from and a purchase order for the branch you are transferring items to. The system inputs the address number attached to the branch from which you are transferring items as the supplier on the purchase order. When you confirm shipment of the items on the sales order, you can have the system initiate receipt routing for the items on the purchase order. For example, at shipment confirmation, you can have the system initiate receipt routing to show that the items are in transit to your warehouse. You use processing option 25 in your version of Shipment Confirmation (P4205) to specify that the system initiate receipt routing for transfer orders. The system searches for a receipt route based on that which is assigned to the supplier (branch address number) and item, or you can specify a default receipt route in processing option 27 in your version of Shipment Confirmation. You can also specify the route type code that applies to the receipt route. The system performs receipt routing for transfer orders regardless of whether receipt routing is initiated for the version of the receipt program being called.

Topic

Description

Initiating receipt routing

You set processing option 35 in your version of the Enter Receipts program (P4312) to initiate receipt routing.

After you receive an item to which a receipt route is assigned, the system enters the item in the first operation in the route and displays the message Some items have entered receipt routing.

The system does not update the status codes on a purchase order detail line to a received status until the items complete the receipt routing process, that is, they're received into stock.

Transfer orders

When you create a transfer order in the Sales Order Management system, the system generates a sales order for the branch you are transferring items from and a purchase order for the branch you are transferring items to. The system inputs the address number attached to the branch from which you are transferring items as the supplier on the purchase order.

When you confirm shipment of the items on the sales order, you can have the system initiate receipt routing for the items on the purchase order. For example, at shipment confirmation, you can have the system initiate receipt routing to show that the items are in transit to your warehouse.

You use processing option 25 in your version of Shipment Confirmation (P4205) to specify that the system initiate receipt routing for transfer orders. The system searches for a receipt route based on that which is assigned to the supplier (branch address number) and item, or you can specify a default receipt route in processing option 27 in your version of Shipment Confirmation. You can also specify the route type code that applies to the receipt route.

The system performs receipt routing for transfer orders regardless of whether receipt routing is initiated for the version of the receipt program being called.

36.2 Assigning Receipt Routes to Items

Navigation

From Stock Based Procurement (G43A), choose Receipt Routing

From Receipt Routing (G43A14), choose Routing/Analysis Revisions

You must assign a receipt route to an item to determine the operations through which the system processes the item upon receipt, such as transit, staging, inspection, stock, and so forth.

You can assign both a standard receipt route and an alternate receipt route to an item. Upon receipt, the system enters an item in its standard receipt route unless you have also specified an alternate receipt route. An alternate receipt route is one that the system sends the item through on an intermittent basis.

You must assign an alternate receipt route to an item to have the system process the item through a different series of operations based on a number of days or a number of receipts. For example, you can assign an alternate route to an item to have every fifth shipment of the item go through an inspection operation.

You must assign receipt routes to an item based on the supplier who provides the item.

36.2.1 Before You Begin

Create receipt routes in Receipt Routing Definition (P43091)

To assign receipts routes to items

On Routing/Analysis Revisions (P43090)

Figure 36-1 Routing/Analysis Revisions screen

Description of "Figure 36-1 Routing/Analysis Revisions screen"

To locate items for a specific supplier, complete the following fields:
- Branch/Plant
- Supplier
You can also press F15 to locate all suppliers for a specific item.
To enter receipt routing information, complete the following fields for each item:
- Normal (Normal Route Code)
- Alt (Alternate Route Code)
- Effective From
- Effective Thru
- Frequency Days (for alternate route)
- Frequency Number (for alternate route)
If the system does not display the item for which you want to enter receipt routing information, an item and supplier relationship does not yet exist. You can add the item in this screen to form a relationship.

Field	Explanation
Normal	A user defined code (system 43/type RC) that identifies a receipt route. Each receipt route comprises a series of operations through which the system directs items upon receipt.
Alt	A user defined code (system 43/type RC) that identifies an alternate receipt route. Each receipt route comprises a series of operations through which the system directs items upon receipt. An item can have a normal receipt route and an alternate receipt route. The system directs an item through its alternate receipt route intermittently based on the number of days or number of receipts that you specify.
From	The date on which a level within a pricing method takes effect. There can be multiple records within a pricing method that have the same level identifier, discount percentage, and so forth, with the only difference being the effective date. This may occur due to special promotion periods. Form-specific information Starting date of the supplier/item relationship. If you do not enter a date in this field, the system enters the system date.
Thru	The date a particular pricing level within a pricing method expires. Within a pricing method there might be multiple records that have the same level identifier, discount percentage and so forth, but have different expiration dates. This might occur due to special promotion periods. Form-specific information The ending date of the supplier/item relationship.
Frequency Days	A number that determines how often the system directs an item to its alternate receipt route, based on days. For example, you enter 3 days. If 01/01/15 was the last date for the alternate receipt route, the system directs the next receipt performed on or after 01/04/15 to the alternate receipt route.
Frequency Number	A number that determines how often the system directs an item to its alternate receipt route, based on receipts. For example, if you enter 5 in this field, the system directs every fifth receipt of the item to the alternate route.

36.2.2 What You Should Know About

Topic	Description
Work Orders	You can send items through a receipt route upon completion of a work order. You set processing option 15 in your version of the Work Order Completion program (P31114) to initiate receipt routing for items. To assign receipt routes to items completed on work orders, you assign the items to supplier *WO, in lieu of a supplier address number, on Routing/Analysis Revisions (P43090).

36.3 Defining Sample Requirements and Item Specifications

Navigation

From Stock Based Procurement (G43A), choose Receipt Routing

From Receipt Routing (G43A14), choose Internal Inspection Table

You might assign an alternate receipt route to an item to have the item inspected on an intermittent basis. After you assign an alternate route to an item, you can specify the quantity of the item that must be received before the system processes the item through its alternate route. You can also specify sample requirements for inspection purposes, including:

The quantity or percentage of receipt items to use for inspection
The quantity or percentage of the sample size that must pass inspection before the receipt is considered acceptable

After you enter sample requirements for an item, you can add specifications or any other text that applies to the item. Sample requirements and item specifications are for informational purposes only. You can review this information when you move or remove items in a receipt route.

36.3.1 Before You Begin

Assign an alternate route to the items for which you want to define sample requirements and specifications on Routing/Analysis Revisions (P43090).

To define sample requirements and item specifications

On Internal Inspection Table (P43093)

Figure 36-2 Internal Inspection Table screen

Description of "Figure 36-2 Internal Inspection Table screen"

Complete the following fields, as necessary:
- Action Code
- Branch/Plant
- U/M (unit of measure)
- Item Number
- Supplier
Complete the following fields:
- From Quantity
- Sample Size Quantity
- Sample Size Percent
- Acceptance Quantity
- Acceptance Percent
Press F16 to access Vendor/Item Specifications.
On Vendor/Item Specifications, enter specifications or text, as necessary.

Field	Explanation
From Quantity	The quantity of items that you must receive for the system to process the items through the alternate receipt route.
Sample Size Quantity	The quantity of items to inspect when the system processes a group of items through the alternate receipt route.
Sample Size Percent	The percentage of items to inspect based on the quantity of items that the system processes through the alternate receipt route.
Acceptance Quantity	The quantity of items that must pass inspection for the entire group items to be acceptable.
Acceptance Percent	The percentage of items that must pass inspection for the entire group to be acceptable.

36.3.2 What You Should Know About

Topic	Description
From quantity	If the quantity you receive does not equal or exceed the "from" quantity, the system processes the item through its normal receipt route. You can specify multiple from quantities with different sample size criteria.