Accessing Delivery Information

This section discusses how to access delivery information:

Page Name

Definition Name

Usage

Maintain Delivery Information - Delivery Location Page

RECV_DELIVERY1

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 Page

RECV_ITEM_DESCR_FS

View descriptions for a specific item.

Maintain Delivery Information - Delivery Location Page

Maintain Delivery Information - Location Comments Page

RECV_DELIVERY2

View comments entered for the delivery location of the material, which may include standard routing instructions for delivery.

Maintain Delivery Information - Delivery Location Page

Maintain Delivery Information - Ship To Comments Page

RECV_DELIVERY3

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 value is Company Headquarters Building B but the delivery location is the fourth floor mail room of Building E, then the comments could be instructions as to which mail slot to use in the fourth floor mail room, receiving dates and times, or special delivery instructions.

Maintain Delivery Information - Delivery Location Page

Delivery Detail Page

RECV_DEL_INQ

Review summarized delivery information for a receipt.

Delivery Detail Page

RECV_DEL_INQ_DTL

Review detailed delivery information for a receipt.

Delivery Detail Page

Life Cycle Inquiry Page

REC_DEL_INQ_CYCLE

View the life cycle of a delivery.

Use the Maintain Delivery Information - Delivery Location page (RECV_DELIVERY1) to designate material as being delivered.

You can also enter the delivery date and name of the person to whom the delivery was made.

Navigation:

Purchasing > Receipts > Maintain Delivery Information > Delivery Location

Field or Control

Description

Delivered

Select to indicate that the line item was delivered.

Note: Use caution when deselecting this check box. It may impact PeopleSoft Mobile Inventory Management.

If signatures are required for the Purchasing business unit, then a signature appears in the Delivery Signature area after the item is delivered. If a user deselects 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.

Note: If this checkbox is deselected, a pop-up message appears to alert that unchecking this checkbox will delete the comments and attachments.

Select Yes to make the item undelivered and delete the comments and attachments for it. If the same comments and attachments are added for multiple items, then deselecting this check box deletes the comments and attachments only for the selected line item. Other items will contain the same comments and attachments.

If No is selected, the Delivered flag will be checked again.

Use the Delivery Detail page (RECV_DEL_INQ) to review summarized delivery information for a receipt.

Navigation:

Purchasing > Receipts > Review Receipt Information > Delivery Inquiry

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

Delivery Detail page

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, Requester, and Attention To. After completing the search criteria, click the Search button to populate the Receipt Line Information grid 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. The page also includes 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.

Field or Control

Description

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: Provides 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, as well as other delivered fields, is cleared.

Date

Displays the date on which the delivery was made.

Attention To

Displays the person to whom or the place to which the services or goods are to be delivered. If the purchase order's scheduled shipment originated from the requisition, then 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 in the PeopleSoft Fluid User Interface.

Delivery Feedback

Displays comments provided by 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 Life Cycle Inquiry Page.

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 were delivered.

Use the Life Cycle Inquiry page (REC_DEL_INQ_CYCLE) to view the life cycle of a delivery.

Navigation:

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.