Using Fluid User Interface for Receiving Items

This section discusses how to receive items using the PeopleSoft fluid user interface.

Page Name

Definition Name

Usage

Receive Search Page

PV_RECV_SRCH_FL

Search items to receive

Receive Items Page

PV_RECV_TX_FL

Select items to receive.

Review and Submit Page

PV_RECV_WPO_FL

Review/edit the items selected to receive and submit it.

Reject Items Page

PV_RECV_REJECT_FL

Reject the items selected for receiving.

Use the Receive Search page (PV_RECV_SRCH_FL) to search items to receive.

Image: Receive Search page

This example illustrates the fields and controls on the Receive Search page. You can find definitions for the fields and controls later on this page.

Search page

The fields displayed on the Search Criteria page is based on the fields selected on the Fluid Installation Settings Page. If none of the fields are selected then the Search Criteria page will be skipped and all the transactions will be displayed on the Receive Items Search Results page. If all the fields are left blank on the Search Criteria page except for PO Business Unit then all the pending transactions for receiving are retrieved.

Search result is displayed if user is a requester or if user has created transaction. Users with role action RECV_BY_SHIPTO enabled can receive all the transactions for a particular Ship To ID that is set up in the user preferences for the user, irrespective of being a requester or not for the transaction.

Use the Receive Items page (PV_RECV_TX_FL) to select items to receive.

Image: Receive Items page

This example illustrates the fields and controls on the Receive Items page. You can find definitions for the fields and controls later on this page.

Receive Items page

Image: Item Details page

This example illustrates the fields and controls on the Item Details page. You can find definitions for the fields and controls later on this page.

Item Details page

Based on the option selected for Search Result Options i.e. Item ID, Manufacturing item ID or Supplier Item ID search result will be displayed.

Field or Control

Definition

Receive Selected

Click button after selecting items to receive.

Select All

Selects all items to receive. If there are transactions in the search result for different suppliers and you select to receive them then an error message is displayed. You should select transactions from the same supplier to receive at a time.

Details icon

Click to view the item details.

Note: Amount Only POs are also received and for such transactions amount information is displayed instead of quantity in the Receipt Detail section of the Item Details page.

Use the Receive Items — Edit/Review and Submit page (PV_RECV_WPO_FL) to review/edit the items selected to receive and submit it.

Image: Edit Item Details

This example illustrates the fields and controls on the Edit Item Details. You can find definitions for the fields and controls later on this page.

Edit Receipt Details page

Image: Review and Submit

This example illustrates the fields and controls on the Review and Submit. You can find definitions for the fields and controls later on this page.

Review Submit page

Image: Confirmation page

This example illustrates the fields and controls on the Confirmation page. You can find definitions for the fields and controls later on this page.

Confirmation page

Once the items are submitted for receiving the confirmation page is displayed where the Receipt ID along with the line details are displayed.

Field or Control

Definition

Start Over

Click to ignore the selected items to receive and start all over again the process of selecting items to receive. A message will be displayed on clicking this button alerting the user that the current data will be lost by proceeding with this step.

Review Receipt Details

Click to review and submit the data for receiving.

Reject

Click to open the Reject Items page where you can reject selected item.

Cancel Line

Click to cancel the item selected for receiving. An alert message will be displayed to the user that this action is irreversible.

Edit Receipt

Click to edit the selected item details.

Submit

Click to submit the selected items for receiving.

Use the Reject Items page (PV_RECV_REJECT_FL) to reject the items selected for receiving.

Image: Reject Items page

This example illustrates the fields and controls on the Reject Items page. You can find definitions for the fields and controls later on this page.

Reject Items page

Field or Control

Definition

Reject Qty

Enter number of items to reject.

Reject Reason

Click the prompt to select reason for rejecting the item. Given values are:

  • Damaged — DAM

  • Early Shipment — ERL

  • Failed Inspection — FAL

  • Incomplete Shipment — INC

  • Late Shipment — LAT

  • Restocking Fee — RST

  • Wrong Goods Received — WRG

Reject Action

Select one of the given two options, Credit or Replace as the reject action.

RMA Number

Enter the RMA (Return Material Authorization) Number ID if provided by the supplier, else the field can be left blank.

RMA Line Number

Enter the RMA line number.

Done

Click to reject the receipt line.

Cancel

Click to cancel the reject process.