Entering Purchase Order Shipments
Use the Shipments window to enter multiple shipments for standard and planned purchase order lines and to edit shipments that Purchasing automatically created for you. A purchase order shipment specifies the quantity, ship-to organization and location, date you want your supplier to deliver the items on a purchase order line, and country of origin for the items. When you save your work, Purchasing creates distributions if sufficient valid default information is available and if there are no existing distributions.
To enter purchase order shipment information:
For standard and planned purchase orders, you can navigate to the Shipments window by selecting the Shipments button in the Purchase Orders window.
The first tabbed region in the Shipments window is the Shipments tabbed region. In addition to the enterable fields discussed in the following steps, this region displays the UOM, the Original Promise date (if the Promised date has already been changed, the original promised date is displayed here), the Charge Account, the line Amount, and a check box to indicate whether funds have been Reserved. See: Budgetary Control and Online Funds Checking.
Enter the line Number for the shipment line. If you enter a new shipment line, Purchasing displays the next sequential line number available. You can enter any line number that does not already exist.
Enter the ship-to Organization. If you entered an item, you can pick only organizations in which the item is defined. If you entered a revision number on the purchase order line, then the item revision must also be defined in the organization. Note that you cannot update the organization once you have saved your work if the shipment has distributions. See: Purchase Order Defaulting Rules
Enter the Ship-To location for the shipment. You can pick any location that does not have an organization or any location whose organization matches the organization in the previous field. See: Purchase Order Defaulting Rules.
Enter the Quantity (Amount, if using Oracle Services Procurement) for the shipment. This value must be greater than 0. The default is the quantity from the corresponding Purchase Order Line. If you decrease this quantity, Purchasing automatically defaults the quantity ordered of the next line to the total quantity that you have not yet placed on a shipment line. The UOM is displayed to the right of the Quantity.
Enter the date and time that the supplier Promised delivery of the items. This promised date is printed on the purchase order shipment. The default is from the Purchase Order Preferences window.
Enter the Need By date and time when the requestor needs the item. This date is printed on the purchase order if you do not enter a promised date. The default is from the Purchase Order Preferences window.
If you use Purchasing with Master Scheduling/MRP, you must provide a need-by date for purchase order shipments with Master Scheduling/MRP planned items. You must also provide a need-by date for Inventory planned items. See: Overview of Implementing Planning Recommendations.
Optionally choose or change the Note for Receiver.
The Note for Receiver is a note which will be displayed at the time of receipt for this shipment.
The Note for Receiver displayed here defaults from the requisition line that this purchase order was created from. Otherwise, this field is blank.
Optionally choose or change the Country of Origin.
The Country of Origin is the country in which an item is manufactured.
The Country of Origin displayed here defaults from the Approved Supplier List, if it is defined there. If not, it defaults from the supplier site in the Supplier Sites window. Otherwise, this field is blank. You can leave it blank or select a country.
If you do not know the originating country, you can enter or change the Country of Origin later on the receipt.
If you are a process manufacturing user and the Oracle Process Manufacturing (OPM) application is installed, then the Oracle Purchasing for Process Inventory functionality is enabled. If the selected purchasing organization is a process organization, then the three process fields the Secondary UOM, Secondary Quantity, and Grade are enabled. For more information on these fields see: Entering OPM Line Information .
To display and enter more shipment information:
Select the More tabbed region in the Purchase Order Shipments window.
Enter the Receipt Close Tolerance percent for your shipments. Purchasing automatically closes a shipment for receiving if it is within the receiving closing tolerance at the receiving close point. You need to set the receiving close point in the Purchasing Options window. See: Defining Control Options.
Enter the Invoice Close Tolerance percent for your shipments. Purchasing automatically closes a shipment for invoicing if it is within the invoicing closing tolerance at billing, when Payables matches invoices to purchase orders or receipts. See: Defining Control Options
Select one of the following options for Match Approval Level:
Two-Way: Purchase order and invoice quantities must match within tolerance before the corresponding invoice can be paid.
Three-Way: Purchase order, receipt, and invoice quantities must match within tolerance before the corresponding invoice can be paid.
Four-Way: Purchase order, receipt, accepted, and invoice quantities must match within tolerance before the corresponding invoice can be paid.
If you enter an item, a value for this field is defaulted. See: Purchase Order Defaulting Rules.
Select an Invoice Match Option:
Purchase Order: Payables must match the invoice to the purchase order.
Receipt: Payables must match the invoice to the receipt.
Choose Receipt if you want to update exchange rate information on the receipt or if you want your accounting to use exchange rate information based on the receipt date. (If you use Periodic Costing, you must match to the receipt to ensure accurate cost accounting.)
The Invoice Match Option defaults from the Supplier Sites window. You can change the Invoice Match Option on the shipment until you receive against the shipment.
Note: The Invoice Match Option and the Match Approval Level are independent options. You can perform whichever Invoice Match Option you want regardless of the Match Approval Level.
Select Accrue at Receipt to indicate that the items on this purchase order line accrue upon receipt. Inventory destined items always accrue upon receipt. For expense items, if the Accrue Expense Items flag in the Purchasing Options window is set to Period End, the items cannot accrue upon receipt, and you cannot change the shipment level default. If the Accrue Expense Items flag is set to At Receipt, the default is to accrue upon receipt, but you can change it to Period End. See: Defining Accrual Options.
Attention: If you are using Cash Basis Accounting, you should use the Purchasing Options window to set the Accrue Expense Items flag to Period End, and you should not select Accrue on Receipt in this window.
Select Firm to firm the purchase order shipment. Firm your purchase order when you want to indicate to Master Scheduling/MRP or your manufacturing application that it should not reschedule this shipment.
The VMI box will be checked if this item is under vendor managed inventory control. Likewise, the Consigned box will be checked if this is a supplier consigned item. See the Oracle Consigned Inventory and Vendor Managed Inventory Process Guide for details.
To display status information:
Select the Status tabbed region in the Purchase Order Shipments window.
For each shipment, Purchasing displays the Status and the quantity (amount for Oracle Services Procurement) Ordered, Received, Cancelled, and Billed.
To display drop ship information:
Select the Drop Ship tabbed region in the Purchase Order Shipments window. See: Drop Shipments.
For each shipment, Purchasing displays the Sales Order Number and Line, Ordered Quantity, Shipped Quantity, Sales Order Status, Ship To Customer Name, and Ship To Customer Contact.
To enter receiving control information:
Select the Receiving Controls button to open the Receiving Controls window. See: Entering Purchase Order Receiving Controls.
To enter purchase order distribution information:
Select the Distributions button to open the Distributions window. See: Entering Purchase Order Distributions.
To view sales order for drop shipped orders:
Select View Sales Order on the Inquire menu to open the Sales Orders window for the sales order associated with this purchase order. See: Drop Shipments.
No comments:
Post a Comment