Receiving Settings

Select this checkbox if you do not want to accept quantities in the Receive Purchase Orders screen (Materials\Transactions\Receipts) when QC (Quality Control) is required for purchase order lines for which the QC Insp Reqd field in that screen displays "Y."

If this checkbox is not selected and quality control is required on the purchase order, the system will display a warning message.

If quality control is not required on the purchase order line, you can accept and/or reject purchase order line items in receiving without receiving a warning message.

Select this checkbox to require a packing slip number to be entered in the Receive Purchase Orders screen (Materials\Transactions\Receipts). 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 data in the Item field in the Receive Purchase Orders screen (Materials\Transactions\Receipts).

Only authorized users should change this checkbox setting, and any modifications should be consistent with your company's business practices.

The description of the new item will automatically display in the Receive Purchase Orders screen (Materials\Transactions\Receipts); however, this change in item will not be updated on the purchase order.

If you do not select this checkbox, the item 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.

Select this checkbox to require a reason code to be entered when a quantity is rejected. If this checkbox is not selected, a reason code will not be required.

Select this checkbox to display purchase order and open quantities in the Receive Purchase Order screen (Materials\Transactions\Receipts). 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 Orders screen (Materials\Transactions\Receipts). If this checkbox is not selected, the Auto-Receive and Auto-Accept pushbuttons will not be available in that screen.

Select this checkbox to have purchase order line text print on the receipt traveler, provided that either the Internal or Both radio button is selected in the Document Print Options group box in the Standard Text screen (Materials\Configure\Standard Text). 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.

Use the drop-down box to make a selection. Your choices are "By Line" and "By Receipt."

Select the receipt traveler type default that will determine how receipts will be grouped on the receipt traveler.

By Line - Select this option, the system default, to print receipts by purchase order line number. Receipt travelers for inventory parts will always be printed by line.

By Receipt - Select this option to group receipts by purchase order receipt ID.

Select this radio button to provide the default acceptance location from the Warehouses screen.  This selection is available only if you use Costpoint Inventory.

Select this radio button to provide the default acceptance warehouse/location from the Part Project Data or Parts User Flow screen (Materials\Maintain\Items) if the part project data does not exist.

Select this radio button to display a warning message indicating that overshipments are not allowed; this message, however, does not prevent receipt of the greater quantity.

Selection of this checkbox is the system default.

Select this radio button to prevent receipt of 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 purchase order receipt tolerance.

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 arrived at by subtracting the number entered here from the desired date, the system will warn you that this receipt date precedes the number of days allowed.

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 Number of Days Allowed and Amount Allowed parameters must be met when you enter a receipt.

If you do not use Costpoint Inventory, select this checkbox to have Costpoint automatically assign a receipt ID when adding a receipt in the Receive Purchase Orders screen (Materials\Transactions\Receipts). Costpoint will add one to the value in the Last PO Receipt ID field. 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 up to 10 alphanumeric characters to identify the last receipt ID used 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 Orders screen (Materials\Transactions\Receipts), 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; 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 (Materials\Transactions\Receipts). If you do not select this checkbox, you must manually enter IDs when entering transactions.

If you selected the Auto-Assign Inspection/MRB IDs (Material Requirements Board) checkbox, you must enter the last ID used, up to 10 alphanumeric characters, before the system can generate new 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 (Materials\Transactions\Receipts). The system will add one to the value in the Last Vendor Return ID field. 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 up to 10 alphanumeric characters to identify the Last Vendor Return ID, before the system can generate new return IDs. You can manually assign an ID, but the ID you enter will not update this field.