Reference - Inbound Receipt / Purchase Order Receipt / Receipt Purchase Order REC001
The Receipt Purchase Order screen processes normal purchase order receipts to increase stock in SYSPRO and DATASCOPE WMS. There are, however, multiple ways to receive Purchase Orders within our WMS. Here we will focus on receiving of lot traceable items onto multiple TrackIDs
Purchase Orders, with all the relevant information, must be created in SYSPRO before the receipt.
Then the Receipt Purchase Order module in WMS processes and allocates purchase order receipts, it is done in SYSPRO and WMS. A GRN number is generated within SYSPRO and then passed on to the WMS
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Receive and allocate the Lot Traceable item
We have multiple ways of receiving orders within WMS. For more information, view the entire training section on PO Receipts under Inbound.
Let’s receive a Lot traceable item and post it back to SYSPRO.
Note: We follow this receipt process in WMS as it is flagged as a lot traceable in SYSPRO. To view a Purchase Order in SYSPRO go to View a Purchase Order in SYSPRO
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· From the WMS Main Menu, you can browse to Inbound Receipt / Purchase Order Receipt. Select the Receipt Purchase Order option to open the window
· Locate your Purchase Order by either typing it into the Purchaser Order field or using the lookup icon next to the Purchase Order field
Figure 1 - Search for desired Purchase Order
· If you select the lookup icon the Lookup Purchase Order screen will open
Figure 2 - Lookup Purchase Order screen
· Select the Purchase Order you are looking for and click on Select
· The Lookup Purchase Order will close, and the Purchase Order field will populate with your Purchase Order selected
· Select Refresh on the Receipt Purchase Order screen to load the data grid
· Update the Receiving column with the total quantity of items received for that specific Lot number
Figure 3 - Update the Receiving column with the number of items – for example, 100
· Right-click on the specific Lot traceable item and select the Allocation Option
Figure 4 - Right-click to select Allocation
· The Lot Allocation screen will open. This is the screen where you tell FASTTRACK WMS how many lot numbers are applicable for the total quantity (for example, 100) and what the shelf life is per lot number
Figure 5 - Fast Track Lot Allocation screen
· For example, the stock code quantity is 100, and you received 10 different Lots. Update the Number of Lots field with 10
Figure 6 – Lot Allocation screen – update Number of Lots received
· If you select TAB, the data grid divides the total quantity (example 100) by the Number of Lots indicated (refer to the Number of Lots field)
· The system generates a default lot number for each line and calculates a default expiry date based on the shelf life of that product within SYSPRO
Figure 7 - Default Lot Number and Default Expiry Date
· The default Lot numbers are editable, and you can change them to the actual lot number of the item received
· The default expiry dates are also editable and can be changed to the actual expiry date of the lot number or product
Note: changing the default expiry date is based on permissions. If this cannot be changed, the user doesn’t have the correct permissions.
· Now, these quantities must be allocated out to pallets. Right-click on each line (each lot number within the data grid) and select Allocate Line
Figure 8 - Allocate each Lot quantities to pallets
· The TrackID Allocation screen will open. This is to allocate the different quantities per lot number to different tracking IDs/pallets within FASTTRACK WMS. Here you tell FASTTRACK WMS how many quantities of that lot number are on each pallet
Note: Basically, the total quantity of the purchase order is first divided into Lot Numbers, and secondly, each Lot number is allocated into individual pallets.
Figure 9 - TrackID Allocation screen - divided between different pallets
· As you complete the allocations the data grid will be updated with a green check mark, indicating that the system is happy with the allocation
Figure 10 - Green check mark indication allocation is complete
· After all Lot numbers have been allocated, you can select Apply on the Fast Track Lot Allocation screen
· You will get a green check mark on the Receipt Purchase Order data grid
· Select Finalize on the Receipt Purchase Order screen
· You will get a Summary screen with a summary of all the lot numbers, their quantities per lot number, and their updated Expiry dates. Select Apply
· Your receipt will be processed, SYSPRO will be updated, and you will be able to print the TrackID Labels, as you have split them up in the TrackID Allocation screen
Figure 11 - Printing TrackID labels
· It should print to the PDF printer, which is the default
Note: A printer pop-up will ask where you want to print the new TrackID labels. To print to a physical printer, you must ensure the System Settings are configured correctly. When printing to a physical printer, you must update the System Settings.
The RECEIVING setting under Settings / Printers on the Ribbon Bar must point to the physical printer. For more information, refer to Configure Printers.
Figure 12 - Printer Settings
· You will then see a GRN Successfully completed pop-up with the GRN number. This is the SYSPRO GRN number and the confirmation that it has been received in SYSPRO.
Figure 13 - GRN Successfully completed pop-up
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