Contents of the Configure Receiving Settings Screen

Receiving Options

Use the options in this block to set the control parameters for entering Purchase Order (PO) receipts.

Field	Description
Hard-Edit on QC Required PO Lines	Select this check box if you do not want to accept quantities on the Manage Purchase Order Receipts screen when QC is required for PO lines for which the QC Insp Reqd field is Y. Use the Manage Quality Control Inspections screen in the Receipts menu to enter the quantity accepted after completion of a QC inspection. If this check box is not selected and QC is required in the purchase order, only a warning message is 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.
Require Packing Slip	Select this check box to require a packing slip number to be entered on the Manage Purchase Order Receipts screen. If you do not select this check box, you can still enter a packing slip number.
Allow Item Change in Receiving	Select this check box to allow receiving personnel to modify the item ID and revision on the Manage Purchase Order Receipts screen. The description of the new item automatically displays on the Manage Purchase Order Receipts screen. However, this modification in item and revision is not updated on the purchase order. If you do not select this check box, the item and revision cannot be modified on the receipt. Any necessary modification must be made on the purchase order before the receipt is added.
Require Location for Non-Inventory Receipts	Select this check box to require a receiving location to be entered for non-inventory receipts. If this check box is not selected, you are not required to enter a receiving location for non-inventory receipts. If you also use Costpoint Inventory, the location must exist on the Manage Locations screen.
Require Reason Codes for Rejections	Select this check box to require a reason code, established on the Manage Vendor Rejection Reasons screen, to be entered whenever a quantity is rejected. If this check box is not selected, entering a reason code is optional.
Display Open/Order Quantities	Select this check box to display PO order and open quantities on the Manage Purchase Order Receipts screen. If this check box is not selected, open and order quantities do not display.
Enable Auto-Receive/Auto-Accept Push Buttons	Select this check box to allow personnel to perform auto-receive and auto-accept functions on the Manage Purchase Order Receipts screen. If this check box is not selected, the Auto-Receive and Auto-Accept buttons are not available in that screen.
Validate Receipt Against Issues to PO	Select a validation option for purchase order receipts that have a PO Reservation but the items have not yet been issued to the PO. The options are: Warning: This option provides users a soft error. It is recommended to select this option if you anticipate partial issues. Hard Error: This option provides users a hard error. It is recommended to select this option when issuing in full before receipts.

Print on Traveler

Use the options in this block to set the control parameters and default values for printing receipt travelers.

Field	Description
PO Line Text	Select this check box to have purchase order line text print on the receipt traveler, provided the standard text linked to the PO line has a Document Print Options of Internal or Both on the Manage Standard Text screen in the Configure menu. If this check box is not selected, any text associated with the purchase order does not print on the receipt traveler.
Inventory Locations	Select this check box to have inventory locations print for inventory items on the receipt traveler. If this check box is not selected, inventory locations do not print on the receipt traveler.
Default Traveler Type	Select the Default Traveler Type from the drop-down list. This determines how receipts are grouped on the receipt traveler. The system-defined types are: By Line: Select this option to print receipts by purchase order line number. Note: Receipt travelers for inventory parts are always printed by line. By Receipt: Select this option to group receipts by purchase order receipt ID.

Field

Description

PO Line Text

Select this check box to have purchase order line text print on the receipt traveler, provided the standard text linked to the PO line has a Document Print Options of Internal or Both on the Manage Standard Text screen in the Configure menu. If this check box is not selected, any text associated with the purchase order does not print on the receipt traveler.

Inventory Locations

Select this check box to have inventory locations print for inventory items on the receipt traveler. If this check box is not selected, inventory locations do not print on the receipt traveler.

Default Traveler Type

Select the Default Traveler Type from the drop-down list. This determines how receipts are grouped on the receipt traveler. The system-defined types are:

By Line: Select this option to print receipts by purchase order line number.
Note: Receipt travelers for inventory parts are always printed by line.
By Receipt: Select this option to group receipts by purchase order receipt ID.

Acceptance Location Default

Use the options in this block to establish the default acceptance location. Your selection loads the acceptance location into Costpoint Receiving screens. Select one of the following default acceptance locations:

Field	Description
Warehouse QC Acceptance Location	Select this option to provide the default acceptance location from the Default Locations subtask of the Manage Warehouses screen in Costpoint Inventory. This selection is available only if Costpoint Inventory is being used.
Part/Project Default Location	Select this option to provide the default acceptance warehouse/location from the Manage Part Project Data or Manage Parts screens in Items menu if the part project data does not exist.

Overshipments

Select the method to use on the Manage Purchase Order Receipts screen for handling overshipments of ordered quantities, when the purchase order line Overshipments Allowed field in that screen is N. If the purchase order line Overshipments Allowed flag is N, or the quantity received is greater than the quantity ordered plus the receipt tolerance percentage, select one of the following options.

Field	Description
Provide Warning Message	Select this option to warn you that overshipments are not allowed but to allow you receipt of the greater quantity. This is the system default.
Prevent Entry of Receipt	Select this option to prevent you from receiving a quantity greater than the quantity ordered plus the receipt tolerance.
Automatic Rejection of Over-Received Quantity	Select this option to automatically reject the quantity that exceeds the ordered quantity.
Maximum Overshipment Amount	Enter the threshold amount that causes an overshipment condition, despite the PO receipt tolerance.

Receipts in Advance of Desired Date

Use the fields in this block to set parameters controlling the number of days and the amount allowed to be received before the purchase order line desired date.

Field	Description
Number of Days Allowed	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 warns you that this receipt date precedes the number of days allowed. Both Number of Days Allowed and Amount Allowed parameters must be met when you enter a receipt.
Amount 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.

Auto-Assign IDs (Subcontractor Agreements)

These options are available for enabling the system to auto-assign packing slips and receipt IDs. This will apply to subcontractor agreement PO receipts only. This is in order to be able to automatically create receiving data for three-way match PO lines for subcontractor agreement types of PO.

Field	Description
Auto-Assign Packing Slip Numbers	Select this check box to activate the three radio-button options available.
PO Voucher Number	Select this option for the receipts created to have the Packing Slip No field auto-assigned with a value equal to the PO Voucher Number.
Subcontractor Invoice Number	Select this option for the receipts created to have the Packing Slip No field auto-assigned with a value equal to the Subcontractor Invoice Number.
Last Packing Slip No	Select this option for the receipts created to have the Packing Slip No field auto-assigned with a value equal to the Last Packing Slip No. The field is enabled if the Last Packing Slip No is selected. If cleared, use standard validation to require last four numbers, if entered, in order to increment. If Configure Receiving Settings screen has Require Packing Slip selected, and a default Packing Slip is not provided by the user, the system will automatically assign the next packing slip (last packing slip number + 1) to the voucher and also update the Last Packing Slip No with the new value.
Auto-Assign Receipt IDs	Select this check box to activate the three radio-button options available.
PO Voucher Number	Select this option for the receipts created to have the receipt ID field auto-assigned with a value equal to the PO Voucher Number.
Subcontractor Invoice Number	Select this option for the receipts created to have the receipt ID field auto-assigned with a value equal to the Subcontractor Invoice Number on the PO voucher.
Last PO Receipt ID	Select this option for the receipts created to have the receipt ID field auto-assigned with a value equal to the Last PO Receipt ID + 1. The field is enabled if the Last PO Receipt ID is selected. If cleared, use standard validation to require last four numbers, if entered, in order to increment. If a default receipt and warehouse are not provided, the system automatically assigns the next receipt ID (last PO receipt ID + 1) to the voucher, and also update the last PO receipt ID with the new value. Subcontractor Agreement PO vouchers will ignore the Require Location for Non-Inventory Receipts option in Configure Receiving Settings. Receipts for this type of PO will not require a warehouse location.

Auto-Assign IDs (Non-Inventory Users)

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 Manage Warehouses screen.

Field	Description
Auto-Assign Receipt IDs	If you do not use Costpoint Inventory, select this check box to have Costpoint automatically assign a receipt ID when adding a receipt to the Manage Purchase Order Receipts screen. Costpoint adds 1 to the Last PO Receipt ID. If this check box is not selected, you must manually enter a receipt ID.
Last PO Receipt ID	If you selected the Auto-Assign Receipt IDs check box, you must enter the last receipt ID used up to 10 alphanumeric characters, before the system can generate new receipt IDs. The system increases 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 on the Manage Purchase Order Receipts screen, the number you enter does not update this field. To have receipt 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 is always 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.
Auto-Assign Inspection/MRB IDs	If you do not have Costpoint Inventory, select this check box to automatically assign an ID when you add an inspection on the Manage Quality Control Inspections screen. The system adds 1 to the last ID number. If you do not select this check box, you must manually enter IDs when entering transactions.
Last Inspection/MRB ID	If you selected the Auto-Assign Inspection/MRB IDs check box, you must enter the last ID used up to 10 alphanumeric characters, before the system can generate new QC inspection/MRB IDs. The system increases the number of the last ID by one. You can still manually assign an ID, but the ID you enter does not update this field.
Auto-Assign Vendor Return IDs	If you do not have Costpoint Inventory, select this check box to have the system automatically assign a vendor return ID when you add a return to the Manage Vendor Returns screen. The system adds 1 to the Last Vendor Return ID. If you do not select this check box, you must manually enter vendor return IDs when entering transactions.
Last Vendor Return ID	If you selected the Auto-Assign Vendor Return IDs check box, you must enter the Last Vendor Return ID up to 10 alphanumeric characters, before the system can generate new return IDs. The system increases the number of the last return ID by one. You can manually assign an ID, but the ID you enter does not update this field.

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