Link Purchase Order to COA [REC002]

A COA (Certificate of Analysis) must be linked to a received product’s batch (LOT) number. This is specifically required in the chemical, food, and pharmaceutical industries. These COAs are usually required when a product is sold to a client or is used as a reference for quality control.

Start by entering a From and To Receipt Date OR enter a GRN number
Select or deselect the Only Show When COA Number is ‘NONE’

If Only Show When COA Number is ‘NONE’ is not selected, it will display the lines where a COA is already linked.

Select the Refresh icon to load the data grid.
The screen will display all Purchase Orders where a COA is required and the COA number is equal to NONE

All Purchase Orders that require a COA number

Select a line on the grid, the blue fields for stock codes, the PO number will populate
Enter a COA number in the Link to COA field and select the Link button.
Once the COA has been linked the line will disappear from the data grid.

SPECIAL FEATURES

The user must first enter a COA number during the PO Receipt process. If the number is not available, the user must enter NONE. A Custom Form field must be created for this in SYSPRO

TECHNICAL

To link the COA Custom Form Field created in SYSPRO with DATASCOPE WMS, a System Setting must be updated. From the Ribbon bar, select Settings / System Settings and locate RECEIVING in the System Name drop-down. Update the COA_REQUIRED_FIELD value to the Field name within the SYSPRO Custom Form Field. Example: COA001
To record a COA number, a System Setting must be updated. Select Settings / System Settings from the Ribbon bar and locate RECEIVING in the System Name drop-down. Update the COA_ACCEPTED_FIELD value to Y(es).

SYSPRO REQUIREMENTS & Business objects used

A GRN number is generated within SYSPRO and then passed to WMS.

REFERENCE

REC002