Understanding the Receiving Business Process

PeopleSoft Purchasing provides components that enable you to receive goods, create receipts, and enter receiving details. These components facilitate the tracking of receipt information such as distributions, assets, and serial IDs.

Receiving goods using PeopleSoft Purchasing can make the transfer of receipt information to PeopleSoft Inventory, PeopleSoft Asset Management, and PeopleSoft Manufacturing virtually seamless.

The PeopleSoft Purchasing receiving business process enables you to receive, inspect, return, and put away received goods. Receiving 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 receive it using the PeopleSoft Purchasing Receiving component. You can receive inventory or non-inventory items, with or without associated purchase orders. Direct ship orders are not eligible for receiving in PeopleSoft Purchasing, because they are normally sent directly to a customer site and received there.

Here is the basic flow of the receiving business process:

1. Create receipts using online pages or batch processing.

   • Use the online Maintain Receipts - Receiving page to receive, accept, and reject shipment quantities. You can use this page to receive items with associated purchase orders or without associated purchase orders, as well as maintain existing receipts.

   • Use the Receive Load process (PO_RECVLOAD) to load batches of purchase order receipt information gathered using electronic data collection (EDC) and ASR EIPs, and, if your installation includes PeopleSoft eSupplier Connection, supplier-entered advanced shipping notices (ASNs).

2. If the stock is to be tracked as an asset, enter asset information, including serial, asset IDs, and asset tag information, using the Asset Management Information page.

3. Enter override putaway information for the stock using the Inventory Putaway Information page.

   You can also use this page to enter serial ID and lot ID information.

4. Use the Inspection page to inspect the stock, if inspections are performed as a separate business process in the organization.

   In this case, the Insp Qty field on the Maintain Receipts - Receiving page is unavailable for entry during the receiving transaction, and received stock is putaway to an inspection location where you will perform the inspection process.

   If the organization performs inspections as a separate business process, you can enter override putaway information using the Inspection & Putaway Information page.

   Note:

   If this is how you want the receiving agents to process shipments and receipts, you must select the Separate Inspection check box when setting up the purchasing definitions on the Purchasing Definition - Business Unit Options page.

5. Use the Delivery component to view and enter delivery details about the receipt for non inventory transactions.

6. Use the Receipt ChartFields - ChartFields page to view and enter distribution detail overrides for the receipt.

7. Use the Return to Vendor - RTV page to create and enter details for an RTV.

   If you are already using the Inspection page, you may use the RTV Setup page to create the RTV without having to leave the component. However, to modify RTV detail information, you must be on the Return to Vendor - RTV page.

8. Use the Receive Interface Push process (PO_RECVPUSH) to transfer receipt information to the staging interface tables for use by the inventory putaway process, asset load process, and manufacturing routing process.

   In conjunction with the process, the system can launch the Close Short process. If the Run Close Short check box is selected when the receipt is saved, and one or more of the receipt lines have the Close Short check box selected, the system calls the Close Short process when it runs the Receipt Push (PO_RECVPUSH) process. The Receipt Push process deselects the Run Close Short check box on the receipt header after the Close Short process has run.

   The creation of receipt-landed cost transactions is another function performed by the PO_RECVPUSH process.

9. Use the Close Receipts process (PO_RECV_COM) to close receipt that have been interfaced to assets, inventory, or manufacturing (if required) and matched (if required).