Understanding How to Record Deliveries in PeopleSoft Purchasing Using Mobile Inventory Management

Using the PeopleSoft Purchasing receiving business process you can receive, inspect, return, and deliver received goods. Receiving and delivery rules are defined in the business processes leading up to the actual receipt. These processes include setting up items and creating requisitions and purchase orders.

When stock arrives at the receiving location, you can receive it using the PeopleSoft Purchasing Receiving component or the Mobile Receiving task flow. After receiving the stock, you can use the Mobile Delivery task flow 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.

Mobile deliveries can include purchase receipts, non-inventory receipts that include description only receipts, and inventory receipts. A delivery can include both purchase receipts and material stock requests and their delivery can be to a person or delivery location.

As part of Mobile Delivery, you can create mobile transactions to record:

  • The delivery of a purchase order receipt.

  • The delivery of an ad hoc receipt that is not associated with a supplier ID.

  • The delivery of an ad hoc receipt that is associated with a supplier ID.

  • The delivery of an item from a delivery cart.

  • The person who delivered the items and the person who accepted the delivery, along with the date and time of delivery.

  • Delivery feedback for the delivery transaction.

Along with Mobile Delivery task flow transactions, you can use the PeopleSoft system to:

  • Maintain the Delivery Information PeopleSoft component displays and enter data in fields provided in the Mobile Delivery application.

  • Perform an inquiry to review complete and incomplete deliveries.

The Mobile Delivery task flow requires the existence of a receipt; the receipt can be either a purchase order or an ad hoc receipt. Delivery information becomes available only after an item has been received.

As part of the receipt process, delivery documents are printed and attached to the received shipments. These shipments are then directed to their appropriate locations, such as an office, storage area, delivery cart, or a person. Upon receiving the shipment, users can select items to be delivered using Mobile Delivery.

Note:

Using Mobile Delivery, you cannot deliver items to an inspection area first and then to their final destination. The system assumes that inspections are performed at receipt time or that if inspections take place later than receipt time, then the delivery represents the delivery to the final destination.