1. Using Receiving
  2. Receipt Creation

Receipt Creation

Creating receipts is the process of recording goods that have arrived at the distribution center into the warehouse system. Creating receipts is also known as receiving shipment lines.

These aspects are important when receiving shipment lines:

  • New receipt or existing receipt

  • Quantity and date tolerances

  • Packing units, subinventories, and locators

  • Receipt routing

  • Multiple distributions

  • Lot and serial number information

  • E-signatures for approval

New Receipt or Existing Receipt

You can create a new receipt or add the items from the shipment to an existing receipt. If you create a new receipt, you access the Create Receipt page to enter the receipt header details. If you add the items to an existing receipt, you access the Add to Receipt page to select the receipt number.

Quantity and Date Tolerances

Oracle Receiving performs checks against the quantity and date when receiving items.

These checks include:

  • Overreceipt tolerance

    The maximum acceptable percentage of quantity that can be received in excess of the order quantity. Your organization indicates the overreceipt tolerance and whether to prohibit the transaction, display a warning message while permitting the transaction, or permit the transaction without a warning,

  • Early and late receipt tolerance

    The number of calendar days before and after the shipment delivery date that you allow receipt. Your organization indicates the early and late receipt tolerances and whether to prohibit the transaction, display a warning message while permitting the transaction, or permit the transaction without a warning.

Note: The warehouse manager can edit the quantity and date tolerances on the Manage Receiving Parameters page.

Packing Units, Subinventories, and Locators

Many distribution centers have a large receiving area that's divided into many subinventories and locators. These distribution centers also store received material in containers known as packing units. When creating the receipt, you can optionally enter packing unit, subinventory, and locator information.

Receipt Routing

When you receive a shipment line with direct receipt routing, items are put away automatically upon receipt creation.

For all other routing methods, you must manually put away the received items.

Multiple Distributions

When a purchase order schedule contains multiple distributions and the receipt routing is set to direct delivery, the destination type defaults to Multiple. You receive at the distribution level if the receipt routing is direct delivery. You receive at the schedule level if the receipt routing is standard or inspection required. To expand the line and show all distributions, select the Show All Distributions item from the Actions menu of the Receive Lines and Receive Line pages.

For requisition-sourced transfer order lines that use direct receipt routing, select the Show All Distributions item from the Actions menu to obtain the transfer order distributions and populate the receipt quantity for each distribution line. You can enter receipt quantities at the distribution level and the quantities for each distribution line are validated against the associated transfer order distribution quantity.

Note: In addition to the Show All Distributions option, you can edit the line with multiple distributions by changing the destination type from Multiple to Receiving.

Lot and Serial Number Information

If you select a line to receive and the corresponding item is either lot or serial controlled, then you must enter the lot and serial information. If the complete receipt line corresponds to a single lot or serial range, then you can update the lot and serial information directly on the Receive Lines page or the Receive Line page. If not, then you can select the Record Lots and Serial Numbers item from the Actions menu to enter new lots and serial numbers.

When executing a receipt with a receipt routing of direct delivery, you can default lot and serial numbers that were previously entered on an advance shipment notice (ASN) or advance shipment billing notice (ASBN). This can increase your efficiency (especially for high volumes) and reduce errors when receiving lot and serial-controlled items.

Use the Record Lots and Serial Numbers page to view and select lot and serial numbers that were entered on an ASN or ASBN against the purchase order schedule. On the Record Lots and Serial Numbers page, click the Select ASN Lots or Select ASN Serial Numbers buttons to view the lots and serial numbers from the associated ASN or ASBN. After you make your lot and serial number selections, you return automatically to the Record Lots and Serial Numbers page where you can now make corrections such as delete, add, or override to the lot and serial numbers, if desired.

Note:

  • For lot-controlled, dual UOM items, the secondary quantity and UOM display on the Select ASN Lots page.

  • The Select ASN Lots and Select ASN Serial Numbers buttons on the Record Lot and Serial Numbers page are enabled for lot and serial-controlled items respectively, when an ASN or ASBN exists against the purchase order schedule. The ASN or ASBN also has to have lots or serial numbers entered. For example, if an ASN exists, but there are no lots or serial numbers, the buttons aren't enabled.

Alternatively, on the Receive Lines and Receive Line pages, you can select the Default Lots and Serial Numbers from ASN check box to accept all the lot and serial numbers entered on the ASN or ASBN without going to the Record Lots and Serial Numbers page. The Default Lots and Serial Numbers from ASN check box isn't visible by default on these pages. Add it by selecting the option from the View menu.

The Default Lots and Serial Numbers from ASN check box is available for selection only if these conditions apply:

  • You've previously enabled the Allow defaulting of lots and serial numbers from ASN option on the Manage Receiving Parameters page.

  • The item is lot controlled, serial controlled, or both.

  • An ASN or ASBN exists for the purchase order schedule.

  • The receipt quantity is equal to the shipped quantity against the ASN line.

  • Lot and serial information was entered while creating an ASN.

E-Signatures for Approval

If receipt transactions are configured for approval using e-signatures, the E-Signatures page opens when you create a receipt and click Submit. Use the page to approve the transaction.

An e-signature is captured when creating a receipt for a document whose receipt routing is Direct Delivery. If the routing is Standard or Inspection Required, then the e-signature isn't captured. For these routings, the e-signature is captured during a put away.

The e-signature IDs are recorded and available from the Manage All Lines and Transaction History pages.

For information about e-signatures, see the Oracle Fusion Cloud SCM: Using E-Signatures and E-Records guide, available on the Oracle Help Center.

For information about how to configure e-signatures for supply chain management transactions, see the Oracle Fusion Cloud SCM: Implementing Manufacturing and Supply Chain Materials Management guide, available on the Oracle Help Center.