Receipting of lot traceable items onto multiple TrackIDs

Owned by DATASCOPE WMS
Last updated: May 16, 2024
6 min read

Reference - Inbound Receipt / Purchase Order Receipt / Receipt Purchase Order 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

If you don’t like reading, you can watch the video.

 

Try it!

View a Purchase Order in SYSPRO

All purchase orders, with all relevant information, are generated within SYSPRO. To view a Purchase Order in SYSPRO go to View a Purchase Order in SYSPRO

View Purchase Order in WMS

Once you have confirmed that all the information in SYSPRO is correct, you can view your Purchase Order in WMS. To view a Purchase Order in WMS go to Create a Purchase Order in WMS

 

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 in WMS and post it back to SYSPRO.

  • 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

Search for desired Purchase Order

  • If you select the lookup icon the Lookup Purchase Order screen will open

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

  • Right-click on the specific Lot traceable item and select the Allocation Option

  • The Lot Allocation screen will open. This is the screen where you tell WMS how many lot numbers are applicable for the total quantity (for example, 100) and what the shelf life is per lot number

  • For example, the stock code quantity is 100, and you received 10 different Lots. Update the Number of Lots field with 10

  • 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

  • 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

  • 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

  • The TrackID Allocation screen will open. This is to allocate the different quantities per lot number to different tracking IDs/pallets within WMS. Here you tell WMS how many quantities of that lot number are on each pallet

  • 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

  • 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

  • It should print to the PDF printer, which is the default

  • 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.

Once you have successfully received some inventory off a purchase order you will want to scan the product away to a storage bin location. For more information, refer to the Put Away process.