Exploring the Direct Procurement with Inbound Delivery (2TX) Scenario

Objective

After completing this lesson, you will be able to execute the process steps of the Direct Procurement with Inbound Delivery (2TX) business scenario.

Introduction

The Direct Procurement with Inbound Delivery (2TX) scope item provides an enhanced procurement process that handles the goods receipt process with inbound deliveries.

In addition, this scenario introduces the usage of Situation Handling framework that allows users to be proactively alerted to critical situations. In this particular use case, we will see how you, as a user, can be alerted about missing inbound deliveries via notification.

Inbound Deliveries in the Procurement Process

An inbound delivery is the system’s representation of a shipping notification. Similar to an order confirmation, a shipping notification is a type of confirmation that indicates goods are en route.

To integrate confirmations or shipping notifications into the procurement process, a confirmation control key must be assigned to the relevant purchase order item. This key defines the required confirmation types and the sequence in which they must be entered.

There are several reasons to work with inbound deliveries, including:

Preparation before goods receipt: Enables preliminary activities such as planning or resource allocation before the actual goods receipt is posted.
Up-to-date delivery information: Allows you to receive the latest quantity and delivery date details from your supplier.

For purchase order items that require an inbound delivery, the goods receipt is posted with reference to the inbound delivery, ensuring accurate and streamlined processing.

Create a Purchase Order That Requires an Inbound Delivery

Join consultant Julia and planner Jim in the following short dialogue, where they introduce the concept of purchase order confirmations in general - and inbound deliveries in particular.

Watch the interactive demo to learn how to create a purchase order that requires an inbound delivery.

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Monitor Supplier Confirmations

In the following short dialogue, consultant Julia and planner Jim highlight the importance of tracking missing inbound deliveries

Watch the interactive demo to learn how to monitor supplier confirmations, first using the Monitor Supplier Confirmations app, and then using automatic notifications.

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Create Inbound Deliveries

In the following short dialogue, consultant Julia introduces the different ways inbound deliveries can be created in the system.

Watch the interactive demo to learn how to create an inbound delivery.

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Note

If you want to create an inbound delivery step by step with reference to a purchase order item and adjust the quantity or delivery date, you can use the Create Inbound Delivery app.

On the other hand, there is also a job that you can schedule to automatically create inbound deliveries for purchase orders that are due. This is useful if you don't actually receive shipping notifications from your supplier, but want to work with inbound deliveries for technical or internal reasons. Use the Schedule Inbound Delivery Creation app to schedule the job.

Confirm Quantities for Putaway

In the next video, consultant Julia introduces the next steps in the process to receiving specialist Anil.

Watch the interactive demo to learn how to enter a putaway quantity in an inbound delivery.

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Post Goods Receipt

This short video provides an introduction to posting a goods receipt with reference to an inbound delivery.

Watch this interactive demo to learn how to post a goods receipt with reference to an inbound delivery.

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