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.

Navigation

select Employee Self Service, then select ePro Receiving

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.

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.

Navigation

select Employee Self Service, then select ePro Receiving, then select Search

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.

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.

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.
	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.

Navigation

select Employee Self Service, then select ePro Receiving, then select Receive Items

Select items to receive and click the Receive selected button.

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.

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.

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.

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.

Navigation

select Employee Self Service, then select ePro Receiving, then select Receive Items

Select items to receive and click the Receive selected button. Click the Reject button associated with any item.

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.

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.

Using Fluid User Interface for Receiving Items

Pages Used to Receive Items

Receive Search Page

Receive Items Page

Review and Submit Page

Reject Items Page