Use this screen to establish control parameters and default information for customizing Costpoint Receiving. Many of the parameters established in this screen are used throughout the system.
Set up this screen when initializing Costpoint Receiving and maintain it whenever changes need to be made to the control parameters.
Use the options in this group box to set the control parameters for entering purchase order receipts.
Select this checkbox if you do not want to accept quantities in the Receive Purchase Order screen when QC is required for PO lines for which the QC Insp Reqd field is "Y." Use the Enter QC Inspections screen in the Inspections menu to enter the quantity accepted after completion of a QC inspection.
If this checkbox is not checked and QC is required in the purchase order, only a warning message will be given.
If QC is not required on the PO line, you can accept and/or reject purchase order line items in receiving without any warning messages.
Select this checkbox to require a packing slip number to be entered in the Receive Purchase Order screen. If you do not select this checkbox, a packing slip number will not be required but can still be entered if desired.
Select this checkbox to allow receiving personnel to change the item ID and revision in the Receive Purchase Order screen. The description of the new item will automatically display in the Receive Purchase Order screen. However, this change in item and revision will not be updated on the purchase order. If you do not select this checkbox, the item and revision cannot be changed on the receipt. Any necessary change must be made on the purchase order before the receipt is added.
Select this checkbox to require a receiving location to be entered for non-inventory receipts. If this checkbox is not selected, you will not be required to enter a receiving location for non-inventory receipts.
If you also use Costpoint Inventory, the location must exist in the Locations screen.
Select this checkbox to require a reason code, established in the Vendor Rejection Reasons screen, to be entered whenever a quantity is rejected. If this checkbox is not selected, entering a reason code is optional.
Select this checkbox to display PO order and open quantities on the Receive Purchase Order screen. If this checkbox is not selected, open and order quantities will not display.
Select this checkbox to allow personnel to perform auto-receive and auto-accept functions in the Receive Purchase Order screen. If this checkbox is not selected, the Auto-Receive and Auto-Accept pushbuttons will not be available in that screen.
Use the options in this group box to set the control parameters and default values for printing receipt travelers.
Select this checkbox to have purchase order line text print on the receipt traveler provided the standard text linked to the PO line has a Document Print Option of "Internal" or "Both" in the PO Standard Text screen in Costpoint Purchasing. If this checkbox is not selected, any text associated with the purchase order will not print on the receipt traveler.
Select this checkbox to have inventory locations print for inventory items on the receipt traveler. If this checkbox is not selected, inventory locations will not print on the receipt traveler.
Select the receipt traveler type default that will determine how receipts will be grouped on the receipt traveler. The system-defined types are as follows:
By Line - Select this option, the system default, to print receipts by purchase order line number.
By Receipt - Select this option to group receipts by purchase order receipt ID.
Use the options in this group box to establish the default acceptance location. Your selection will load the acceptance location into Costpoint Receiving screens. Select one of the following default acceptance locations:
Select this radio button to provide the default acceptance location from the Default Locations subtask of the Warehouses screen in Costpoint Inventory. This selection is available only if Costpoint Inventory is being used.
Select this radio button to provide the default acceptance warehouse/location from the Part Project Data or Planning Part Data screens in Costpoint Product Definition if the part project data does not exist. This selection is available only if Costpoint Product Definition is being used.
Use the fields in this group box to set parameters controlling the number of days and the amount allowed to be received before the purchase order line desired date.
Enter the number of calendar days before the date on which receiving is allowed for the purchase order line item. If a receipt is entered before the date calculated from the desired date minus the number entered here, the system will warn you that this receipt date precedes the number of days allowed. Both No of Days Allowed and Amount Allowed parameters must be met when you enter a receipt.
Enter the amount that is allowed to be received early for each line item if the number of days allowed is in advance of the desired date. Both No of Days Allowed and Amount Allowed parameters must be met when you enter a receipt.
Select the method to use in the Receive Purchase Order screen for handling overshipments of ordered quantities when the purchase order line Overship field in that screen is "N." If the purchase order line Overship flag is "N," or the quantity received is greater than the quantity ordered plus the receipt tolerance percentage, select one of the following radio buttons:
Select this radio button to warn you that overshipments are not allowed but to allow you receipt of the greater quantity. This is the system default.
Select this radio button to prevent you from receiving a quantity greater than the quantity ordered plus the receipt tolerance.
Select this radio button to automatically reject the quantity that exceeds the ordered quantity.
Enter the threshold amount that will cause an overshipment condition despite the PO receipt tolerance.
These options are available only if you do not have Costpoint Inventory. If you do have Costpoint Inventory, you can auto-assign PO receipt IDs, inspection/MRB IDs, and vendor return IDs based on the warehouse ID in the Transaction IDs subtask of the Warehouses screen.
If you do not use Costpoint Inventory, select this checkbox to have Costpoint automatically assign a receipt ID when adding a receipt to the Receive Purchase Order screen. Costpoint will add one to the Last PO Receipt ID. If this checkbox is not selected, you must manually enter a receipt ID.
If you selected the Auto-Assign Receipt IDs checkbox, you must enter the last receipt ID used, up to 10 alphanumeric characters, before the system can generate new receipt IDs. The system will increase the number of the last receipt by one. If you are not currently using a receiving system, the starting number for receipt IDs can be zero. If you manually assign an ID in the Receive Purchase Order screen, the number you enter will not update this field.
To have receipts IDs assigned in numeric order, you must select a ceiling number not to exceed 10 digits. For example, if the highest number desired is 9999999999, enter zero as 0000000000; or if the highest number desired is RC-9999 and the last receipt ID used was RC-124, enter that number as RC-0124.
The system-assigned receipt ID will always be incremented from the right and only if the rightmost character is numeric (rather than alphabetic). For example, RC594123 becomes RC594124; 97-01234 becomes 97-01235; and RC9999999A is not incremented.
If you do not have Costpoint Inventory, select this checkbox to automatically assign an ID when you add an inspection in the Enter QC Inspections screen. The system will add one to the last ID number. If you do not select this checkbox, you must manually enter IDs when entering transactions.
If you selected the Auto-Assign Inspection/MRB IDs checkbox, you must enter the last ID used, up to 10 alphanumeric characters, before the system can generate new QC inspection/MRB IDs. The system will increase the number of the last ID by one. You can still manually assign an ID, but the ID you enter will not update this field.
If you do not have Costpoint Inventory, select this checkbox to have the system automatically assign a vendor return ID when you add a return to the Enter Vendor Returns screen. The system will add one to the Last Vendor Return ID. If you do not select this checkbox, you must manually enter vendor return IDs when entering transactions.
If you selected the Auto-Assign Vendor Return IDs checkbox, you must enter the Last Vendor Return ID, up to 10 alphanumeric characters, before the system can generate new return IDs. The system will increase the number of the last return ID by one. You can manually assign an ID, but the ID you enter will not update this field.