Background: Receiver Maintenance
Use the Receiver Maintenance (IRC) program to receive a PO, manufacturing order, manufactured item, branch transfer, transfer bill of lading, RMA, vendor contract, and consignment item and change and reverse a receiver. See Road Map for work flow.
This topic has these subtopics:
| Manufactured Items: No Order Specified | |
|
Direct-to-Stock Receiving
Direct-to-stock receiving (called one-step receiving in QMRP) receives an item into your branch and into your stockroom simultaneously.
To enable direct-to-stock receiving, select S Stock immediately for the Receiving method option in the System Options Maintenance (XM) - Purchasing Options.
The Receiver Maintenance program updates inventory immediately unless the item requires inspection or requires a serial number. If the item does not require inspection or a serial number, you run only the Receiver Maintenance program.
Dock-to-Stock Receiving
Dock-to-stock receiving (called two-step receiving in QMRP) receives POs first into your branch and then into your stockroom.
To enable dock-to-stock receiving, select D Dock-to-stock for the Receiving method option in the System Options Maintenance (XM) - Purchasing Options.
The Receiver Maintenance program does not update inventory when purchase orders are received; instead, you have to run the Receiving and Inspection program to receive both inspected and non-inspected items into your stockroom and update inventory quantities.
Warehouse Mapping
When stocking an item, and the Branch Maintenance (TBM) Whse map active? option is selected, the stocking location must be an active location in the Warehouse Mapping (TWMAP) program.
When warehouse mapping is active, all programs that receive inventory, use the default warehouse and bin location upon receipt.
Inspection
If you select Inspection? for a purchase order, manufacturing order, transfer, transfer bill of lading, RMA, or vendor contract, all received items need to be inspected. If you leave it blank, the items may still require inspection due to item setup.
An item requires inspection if any one of these conditions is true:
Program |
Condition |
Branch Item Maintenance (IMB) |
Inspection? selection is Y, Q, or R. |
Vendor Price Maintenance (VMM) |
Inspection? field is selected or IMB selection is Y. |
PO Maintenance (VOE) |
Inspection?
field is selected or IMB selection is Y. |
Receiver Maintenance (IRC) |
Select the Inspection? field. OR IMB selection is Y OR It requires a certificate of compliance and it is received without one. |
Note
If the Inspection? field in the
Branch Item Maintenance (IMB) program is set to Y,
Q, or R
and you receive enough quantity of items/number of receipts to meet or
surpass the receipt trigger, the program prompts during processing of
the next receipt: Receiver [number] created.
Inspection trigger prompted order for inspection.
Use the Receiving and Inspection (IRI) program to enter inspection results
and receive to stock. Completing
inspection and receiving to stock
resets the trigger counter back to zero.
Workorderless and non-stock items cannot be inspected. The program will not create a repair order for a non-stock item. All repair orders have an inspection flag of N regardless of the item. You must select the Inspection? field to require inspection.
You cannot change or reverse a receiver for an item that is awaiting inspection. The program displays the message Cannot modify; receiver in inspection or not received to stock.
Units of Measure
For purchased items, the quantity received, inspected, and rejected is in the purchasing unit of measure. When the program moves the items into inventory, it converts the quantity from purchasing to stocking units. For example, if you bought one package of twelve and stock in each, the program adds twelve to inventory.
For manufacturing orders, RMAs, and transfers, the program receives the stocking unit of measure.
Assign Control Numbers or Locations
If you are using direct-to-stock receiving, this program prompts you for control information. If you are using dock-to-stock receiving or the item requires inspection, the Receiving and Inspection (IRI) program prompts you for control information.
During control number entry, if you cancel out of the entry the receiver line will be marked as requiring inspection and the Receiving and Inspection (IRI) program must be used to complete the receipt.
Serial
For a serial controlled item, you can enter the first number, and the system assigns numbers to the remaining items.
If you set up a numbering system in the System Options Maintenance (XM) program (Control Number Options), you can leave the serial number field blank and have the system assign the next sequential number.
When you receive partial quantities, you select pre-assigned control numbers you want to assign, or you can enter a range of control numbers.
If the program can not assign numbers sequentially, for example if a number was already used, the program assigns the numbers out-of-sequence and displays the message, System could not auto assign sequential serial numbers. Review as necessary.
Lot
For a lot controlled item, you can enter a lot number or have the system assign a number. If you set up a numbering system in the System Options Maintenance (XM) program (Control Number Options), you can leave the lot number field blank and have the system assign the next sequential number.
Warehouse/Bin Location
For a warehouse/bin controlled item, the Wh field defaults to the Primary whse field and the Bin loc field defaults to the Primary bin loc field in the item's record in the Branch Item Maintenance (IMB) program. If those fields are blank, you must enter one of the fields when you receive the item.
For a transfer, if you selected the Receive same as sending wh/bin location? option in the System Options Maintenance (XM) program (Inventory Control Options), the system displays the warehouse and bin location, which you can accept or change.
Preassign Control Numbers
If the Pre-assign ctrl no field for an item is code R, the control numbers must be assigned to the item before a manufacturing order can be received. If you attempt to receive a manufacturing order before a serial number is assigned, the program prevents receipt and displays the message, No serial numbers were provided.
Purchase Orders
If you selected the Update average/actual costs? option in the System Options Maintenance (XM) program (Inventory Control Options), actual and average costs of purchased items and surcharges are updated when they are received to stock. If the invoiced cost is different from the purchase order cost, actual and average costs are updated again when the accounts payable invoice register is run.
Cost updating is impacted if you track landed costs. See Overview: Landed Costs.
Certificate of Compliance
If you selected the Receiving Cert reqd? field in an item's record in the Enterprise Item Maintenance (IM) program, the program prompts Do you have the certification for this line? Click Yes if you received the compliance certificate with the item or click No if you did not.
If you click No, the items you receive will be held in inspection until you receive the certificate. You must use the Receiving and Inspection (IRI) program to complete the receipt.
If you partially receive, the program does not prompt you again when you receive the remaining items on the same PO line.
Approvals
When purchase order approvals are active and a receipt is completed against a purchase order that has not been approved, an email detailing the exception is sent to the approval parties. The system removes the purchase order from the approval queue and automatically approves it.
When a purchase order line specifies a user to be notified on receipt and that user has a valid email address, the receiving process sends a notification of the receipt. The notification includes information on the receipt including the receiver number.
Line Close
If you select Allow PO line close during receipt? in System Options Maintenance - Purchasing Options, the operator can close a purchase order line when receiving less than the quantity that was ordered.
Manufacturing Orders
Automatic Picking
Receiver Maintenance always backflushes floor stock components based on your entry for the Qty to receive field.
If you want Receiver Maintenance to pick all components when you receive the parent item, select Y or A for the Process excess/short components? option for your manufacturing branch in the System Options Maintenance (XM) program (Manufacturing Options).
If any components have been obligated, the program displays the message Component obligation exists. Run MSS or MPK to pick. You can run the Manufacturing Order Maintenance (MIM), Material Usage Maintenance (MUA), Manufacturing Order Picking Selection (MSS), Picking Confirmation (MPK), or Secured Picking (SMPK) program to pick the obligated components.
The behavior of the program depends on your selection for the Process excess/short components? option. If you selected:
If |
The program |
N |
Displays the message Mfg order must be picked before you can receive. |
Y |
If you have not obligated or picked an order:
|
R |
Receives into finished goods without picking. You must use the Material Usage Maintenance (MUA) program to pick the unpicked quantity. If you under-receive, use the Material Issues and Adjustments (IMI) program to return unused components to inventory. |
A |
Allows you to select the Pick/Return components? field. Click to backflush components or leave blank to receive the parent item into inventory without picking.
|
You can have the Receiver Maintenance program backflush operations and labor costs when you receive manufacturing orders. This means that you do not need to run the WIP Movement (WIPM) program to enter the quantity of Good pieces for all or significant operations. Receiver Maintenance updates the % complete field based on the quantity that you receive into inventory.
The program also updates labor, labor overhead, and machine overhead costs based on the quantity you receive. The Manufacturing Order Cost Inquiry (MJI) program displays these updated costs.
If you want to backflush operations and labor, select the Mfg order receipts to backflush labor? option in the System Options Maintenance (XM) program (Manufacturing Options). If you are using Receiver Maintenance rather than WIP Movement, you should leave the L=Labor entry or W=WIP movement option blank in the System Options Maintenance (XM) program (Manufacturing Options).
You also have the option of entering significant operation sequences in WIP Movement and using Receiver Maintenance to backflush the remaining sequences. If you selected the Inventory interfaced to GL? option in the System Options Maintenance (XM) program (Inventory Control Options), you must run the WIP Register (WIPR) for the operations you process with WIP Movement and Manufacturing Order Receipt Register (MRJ) for those that Receiver Maintenance backflushes.
See also Overview: Manufacturing Order Costs.
Close Order
When you select the Close order? field, you are saying that you will not have further receipts for this manufacturing order. You also cannot reverse or modify any receiver for that order. Should you need receive more of the parent item, you must enter another manufacturing order.
Branch Transfers
You can receive a branch transfer even if you are not logged into the ship-to branch, as long as the branch is in your inventory group.
If you receive a transfer bill of lading, you must receive it complete. In the event that the quantity shipped differs from the quantity received, you need to make adjustments with the Material Issues and Adjustments (IMI) program.
Return Material Authorizations
The System Options Maintenance (XM) (Return Material Options) option, RMA Inspection (A=Always, I=Item, R=Rcv), controls the Inspection? option.
A repair order will not be created for any line on the RMA which is flagged for inspection. The repair order can still be created in the Rejected Material Disposition (MRB) program after inspection.
After you receive an RMA, the program may create a credit memo and/or a replacement order for the returned items. All you need to do is to wait for the program to complete the process and to click OK to acknowledge the credit memo or replacement memo number.
The Create credit memo at time of receipt? and Create replacement at time of receipt? options in the System Options Maintenance (XM) program (Return Material Options) determine whether the program usually generates a credit memo and/or replacement order when you receive, and the Create RMA CM/DM when put-to-stock? option determines if the program generates a credit memo or debit memo when the item is stocked. However, your customer service department may have already issued a credit or created a replacement order when they entered the RMA.
Vendor Contracts and Supply Chain
The Contract button displays only if you selected the Supply Chain active? option in the System Option Maintenance (XM) program (Purchasing Options).
Purchasing does not issue a purchase order for an item on a vendor contract. The planning system creates requisitions. If a requisition does not exist for a contract, the program displays the message There are no current requisitions to receive against. Run planning and then you can receive contract. After your planning department runs the required programs, you should be able to receive the item. See Overview: Supply Chain.
Manufactured Items: Workorderless
Workorderless items can be received without a manufacturing order. You must select the Workorderless? field in the item's record in the Branch Item Maintenance (IMB) program.
A workorderless item cannot:
Be controlled. The Serial/Lot field must be set to N and the Whse/Bin loc? field must be blank in the item's record in the Enterprise Item Maintenance (IM) program.
Have a controlled component on the item's bill of material.
Require inspection. The Inspection? field must be blank in the Branch Item Maintenance program.
When you receive a workorderless item, required quantities of the item's components at the current ECL are back flushed. The system calculates the current material costs of its components and the standard labor and overhead costs from its routing. If a planned order exists for a workorderless item, receiving reduces the order quantity.
After workorderless items are received you can print a listing of closed workorderless receipts and move them to history with the Workorderless Archive (WEX) program.
Manufactured Items: No Order Specified
If Mfg item is selected in Receiver Maintenance and the item is not workorderless, the receipt is applied to the oldest (by due date) manufacturing orders that have not been received complete. If all orders have been received complete but are still open (i.e., not processed through Manufacturing Order Close or closed by an operator in Manufacturing Order Maintenance), the receipt is applied to the manufacturing order with the latest due date (while respecting the item's manufacturing receipt tolerance) to accommodate the receipt quantity.
If there is no manufacturing order to which the receipt can be applied, the operator is prompted to create one. If the operator continues, an order at the current ECL for the quantity of the receipt is created. Subsequent receipts of the item will be applied to the newly created order (unless a different order is specified) until it is processed through Manufacturing Order Close.
Consignment Inventory
When consignment items are received, they are put into consignment inventory. You can only receive an item into consignment if you selected the Consignment? field and entered a vendor number in the Preferred vendor field in the item's record in the Branch Item Maintenance (IMB) program. You must have a record that item and vendor in the Vendor Price Maintenance (VMM) program.
Inspection on consignment items is the same as any other item. You have the option to flag items for inspection regardless of item maintenance settings. The Rejected Material Disposition (MRB) program accepts consignment items for disposal or you may return the item to the vendor, which will create a purchase order, and ship it back to the vendor on that PO with no expectation of a return.
When you subsequently pick a consignment item for a manufacturing order, the system moves a quantity from consignment to on-hand inventory. At the same time, the system generates an invoice for accounts payable.
When a manufacturing order is picked/backflushed, and there is insufficient supply of a consignment component, and you have Consignment auto pick? set to N, an email is sent to the address entered for Email for mfg order notification in Systems Options Maintenance (XM) (Manufacturing Options).
See Overview: Consignment Inventory for more information.
Reverse a Receiver
For reversal limitations, see the Background for the Receiving Reversal (IRR) program.
Change a Receiver
Receivers can be maintained after inspection and stocking is completed. However, receivers in RF processing can not be maintained. If you are not allowed to change receiver lines, the Line button will be inactive.
If a receiver is associated with a register, the program displays the associated register number and only allows you to change specific header fields. Header fields may not be maintained for work orders or workorderless receipts. Notes and user fields may be changed.
Create Shipment
If you selected the Create shipment when supply received? option for your branch in the System Options Maintenance (XM) program (Order Processing Options), when you receive an item that is tied to a sales order, the program displays the message Shipment [number] has been created for S/O [number]. This message lets you know that the received item can be shipped to the customer and/or added to a bill of lading.
Audit Trail
To activate an audit trail, select one of the files listed below in the Audit Trail Maintenance (XAT) program. The system records all transactions. You can then run the Audit Trails (ATR) program and select that file to print a report of these transactions.
I1T: Branch Transfer Header
I1TL: Branch Transfer Line
MP2: Mfg Order Master
MP9: Mfg Order Components
O1: Sales Order Lines
O1A: Sales Order Header
O1AB: Sales Order Addresses
O1S: Shipment Header
O1SB: Shipment Addresses
O1SF: Shipment Freight Detail
O1SL: Shipment Lines
VP1: PO Header
VP1B: PO Lines
VR1: Receiver Header
VR1B: Receiver Lines
VR1BD: Receiver Line Detail
WIPF: Work-in-process Header