Explaining Receiving Types

In the following section, you will learn about receiving types.

Users must enter receipts through a manual process.

Auto-receipts are submitted automatically by the system at a time specified in the receiving type.

No receipts are required to be submitted. This results in a 2-way match instead of a 3-way match during invoice reconciliation.

In the following section, you will learn about receipts specifics.

Receiver enters the quantity of items being received. Example: 10 each

Receiver enters the monetary ($) amount of the items being received. Example: $100.00

In the following section, you will learn about receipts approval specifics.

The user who requested the PO performs the receiving transaction. For example: a manager performs the receiving transaction for the personalized t-shirts they received for their team.

Goods are received at a central location, and more than one user can receive shipments. For example: the IT department is in charge of receiving all IT-related items and then distribute them to the end users.

The default configuration supports Central Receiving based on commodity code. Users who are members of a specific group receive goods that have a specific commodity code.

Approval rules allow for hybrid receiving methods and additional approvals after a receipt is entered.

Your system can be configured to setup receiving rules by commodity code and/or part number. You can manage receiving types manually through the Procure-to-Pay Manager, or via data import.

Receiving types can be configured by commodity code. Specific commodities might require manual receipts be submitted, others may be auto-received, and some might require no receipt.

Select on the icons to learn about the receiving types by commodity code.

Receiving types can be configured so that receipts and thresholds can be verified using specific supplier part numbers .

Select on the icons to learn about the receiving types by part number.

For more information on configuring receiving types, check out the Procurement Data Import and Administration guide.

It is also possible to manage receiving types by data import. Import tasks can be used to add or update receiving types by commodity code or by part number.

In the following section, will learn how to manage receiving types by data import.

Navigate to Manage﹥Core Administration.

Select Site Manager, then choose Data Import/Export.

Select the Export tab and search for receiving types.

Export the Receiving Types by Part Number or Receiving Types by Commodity Code, and save the file to an easy to locate place on your computer.

Before making any changes, it is recommended to make a copy of the export as a backup. Next, update or add receiving types as needed, then save your updated file.

Navigate back to the Site Manager﹥Data Import/Export area. Select the Import tab and search for receiving types.

Import the Receiving Types by Part Number or Receiving Types by Commodity Code file.

You know have learned the steps to manage receiving types by data import.

"Now that we have set up receiving types, we were wondering if there is a way to apply them only to certain suppliers or other fields. Is this possible?"

"Yes. This is achievable by adding conditions to receiving types by commodity codes. Let's take a look at how that's accomplished."

Conditions allow you to further specify when a receiving type will be triggered. For example, you could create a receiving type that only applies to certain ship to locations, suppliers, and/or other fields.

Conditions can only be applied to receiving types by commodity code.

You can add receiving conditions by defining the condition fields by data import, then defining the values through the Procure-to-Pay Manager interface.