In this topic you will learn how to Enter a Complete Shipment Receipt for Non-Inventory Items.

Click the Add button.

NOTE: If you are unable to retrieve the Purchasing Order lines, the Purchase Order may not yet be dispatched. Contact Purchasing for assistance, if this occurs.

NOTE: Click View All or use the scroll area to view additional PO lines.

Click the Save button to save the receipt.

NOTE: To receive additional line item(s) on the PO, repeat the previous step.

There are two types of shipments:

Partial Shipments - This is when the line items on a multiple line PO are received on different shipments, or the entire quantity is not received.

Complete Shipments - This is when all of the line items, whether it is a single line item PO or a multiple line item PO, are received on one shipment.

Bill of Lading Field

The Bill of Lading field is a free-form text field. Therefore, it may contain numbers and/or letters. The user may enter any number that he/she wishes to attach to the Receipt (e.g. Bill of Lading number or Packing Slip number, etc.) into the Bill of Lading field. However, the number entered into the Bill of Lading field can be used to retrieve the Receipt entered into PeopleSoft, if needed.

NOTE:  The Packing Slip field is not used since it does not have a search feature (i.e. the Packing Slip field will not appear in the Search page when attempting to retrieve Receipts entered into the PeopleSoft system).

In this example, you will receive a Complete Shipment. Therefore, you will adjust the Receipt Options as shown in the steps that follows.

Receipt Qty Options (continued)

If this is a Receipt for a Complete Shipment:

Uncheck: Retrieve Open PO Schedules and

Select: Ordered Qty

NOTE: It is not recommended that PO Remaining Qty be selected.

Occasionally, the user may attempt to receive more than the quantity listed on the PO (i.e., over shipments) or to receive the item more than once (e.g., if a Partial Shipment of the item was previously entered and the Receiver attempts to enter more than the remaining balance).

When preparing to enter a Receipt from an Invoice, Packing Slip, Bill of Lading, etc., the user must first view the PO Qty and the Prior Receipt quantity for each PO Line before attempting to receive the PO Line in PeopleSoft. This will prevent the user from inadvertently receiving an over shipment.

If a PO Line is found to be an over shipment, the user should not receive the PO Line in question in PeopleSoft. The user must contact their Buyer via email or telephone for further assistance.

See the "Receipt of Over Shipment for a Non-Inventory Item" topic for further details on handling over shipments.

Click the Header Details link to adjust the Receipt data.

To add another receipt, or to search for an existing receipt, click the Add/Update Receipts link in your breadcrumbs at the top of the page.

The system has assigned a Receipt ID. You should record the Receipt Number at this time for future reference of this PO.

Record your Receipt Number: _______________

NOTE: If this is a Partial Shipment in which most of the PO line items have been received on one shipment, you may opt to select all of the PO lines by clicking the Select All link. However, before proceeding to the next step, it is imperative that the user confirm that only the lines actually received from the supplier that and are not an over shipped item are checked. If the user enters a receipt for an item in PeopleSoft without actually receiving the item from the supplier, the following will occur:

1.  You will be typing up a portion of your Department's budget, and

2.  At the end of the Fiscal Year, you will be accountable for any items received in PeopleSoft during the year which does not have an Invoice.

Click the Retrieve Open PO Schedules option to de-select it.

Business Unit

Your Business Unit should default into the Business Unit field when working in Production. If it does not default, enter it or select it by clicking the Lookup Business Unit button to the right of the Business Unit field. Then contact your Purchasing Superuser to ensure that the Business Unit defaults into this field for future receipts.

See below for a list of Business Units.

If you are unable to retrieve the Purchase Order lines, the Purchase Order may not yet be dispatched. Contact Purchasing for assistance if this occurs.

NOTE: You may click View All or use the scroll area to view additional PO Lines.

Receipt Qty Options

If this is a Receipt for a Partial Shipment:

Check:  Retrieve Open PO Schedules and

Select:  No Order Qty

The Select All link allows the user to select all of the PO lines at once, rather than checking each line received one at a time.

The Clear All link clears all lines checked.

The Maintain Receipts page displays.

NOTE: The current date will default in the page, but can be changed, if required by clicking the Header Details link. The user will enter the date that the item(s) is actually received - not the date it is being entered into the PeopleSoft system.

Users should receive the item in PeopleSoft upon receipt, or as soon as possible, since the Supplier usually mails the invoice on the same date the item is shipped. The user should receive the item in PeopleSoft from the packing slip, bill of lading, etc. (if any of these documents are received with the item). The user should not await receipt of the invoice to enter the Receipt in PeopleSoft, if any of the other documents listed above are received with the item from the Supplier.

Verify that the Interface Receipt option is unchecked. If it is not unchecked, click the checkbox to de-select it.

NOTE: This receipt process will be scheduled to run periodically throughout the day.

This completes Enter a Complete Shipment Receipt for Non-Inventory Items.

NOTE: If you are unable to retrieve the Purchasing Order lines, the Purchase Order may not yet be dispatched. Contact Purchasing for assistance, if this occurs.

NOTE: Click View All or use the scroll area to view additional PO lines.

Your Business Unit