riteSCAN 8 Purchase Order Receipt Introduction

The riteSCAN Purchase Order Receipt module replicates the “Purchase Order Receipts” module in SYSPRO. The SYSPRO help file will also be useful in learning more about the process and the various fields available.

riteSCAN PO Receipt can be found under the Picking & Receive tab in riteSCAN 8. This module allows the user to receive items into inventory from Purchase Orders in real time. This guide will cover the use of the PO Receipt module and its major settings.

Purchase Order Receipt Module Options

In the PO Receipt module main screen, select the gear button to enter PO Receipt Options. These settings can also be Defaulted and Locked down in Role Settings > PO Receipt > Module Customization > Module Options.

On this Options screen, you can:

• Enable showing the Print Dialog on Post and/or when clicking the Save button.
• Change the Workflow type between the Grid of items shown on the screen or the List View which is more like the Mobile view.
• Change the Cost Basis settings if the Users are allowed to, otherwise lock these down in Role Settings > Module Options.
• Change The Lot Expiry Date field to record a standard Expiry Date entered by the Users or have the Users enter the Manufactured Date and the Shelf Life configured in SYSPRO will be added to it to calculate the Expiry Date. Both the Expiry Date and Manufactured  Date will be posted to SYSPRO.
• Enable applying a Cost Multiplier to the Receipt - Additional Settings should be configured in the PO Role Settings.
• You can also enable Receipting To a Pallet, if you are licensed for Pallet Tracking.
• Enable Smart Scan if a barcode will be used that has more than one field's data in it.
• Additional Settings can be configured under Setup > Roles > Edit Role.

Purchase Order Receipt Walkthrough

Single Mode

As you enter PO Receipt in Single Mode, scan or enter Purchase Order Number. To view the contents of the Purchase Order, tap on the View Lines button.

Scan or enter the Stock Code or Line of the Purchase Order.

Scan or enter Quantity. The below image shows an item that is Multi Bin and Lot Traceable. If the item needs inspection, a message will appear.

Optionally enter Note, Reference, Supplier Note, and Job number.

To mark an item as Complete, check the checkbox labeled Complete.

Click Post.

Batch Mode

As you enter PO Receipt in Batch Mode, scan or enter the Purchase Order number. You can also select a Purchase Order Number on the screen by clicking on the Order Number.

After entering PO number, you will see the lines of the order. Scan or enter Stock Code or select the Stock Code by clicking on on the line.

After selecting Stock Code, you will enter the PO Receipt form. 

Scan or enter quantity.

The above item is not Lot Traceable, but it is Serialized. If the item needs to be received into Inspection, a message will appear, as shown above.

Optionally enter Note, Reference, Supplier Note, and Job number.

To mark an item as Complete, check the checkbox labeled Complete.

Click Save.

Repeat this process for all Lines being received. Click Save when done with the PO.

Important Settings & Options

The PO Receipt module supports several different modes which will affect how the module looks and behaves. As follow is a brief description of settings which will affect the module. The riteSCAN Administration Guide should be reference for more information on how to setup riteSCAN. 

Defaults

Transaction Mode can be found in the Roles Setup field and sets the module's mode of operation between Single mode (post one transfer at a time), Batch mode (queue up multiple transfers for one single post), or Both (allows the User to switch between Single and Batch modes). In Single mode, each line gets its own GRN. In Batch mode, multiple lines get the same GRN when you click post.

The Bin Default setting sets the default Bin for multi-Bin companies. You can set it to no default, the last used Bin, the Warehouse, or to a custom Bin.

The Quantity Default setting sets the default Quantity while processing PO receipts. You can set it to zero, one, or to the current outstanding quantity.

Permissions

In permissions you can allow editing the Cost Basis, Unit of Measure and Lot Expiry Date. You can also allow, disallow, or allow and warn Over Receipting.

Additional Help and Support

If you need additional assistance, we are here to help. Visit our support portal or contact our support team.

• Product Downloads, Documentation, Knowledge Base, and How-To Articles are available at https://ritesoft.freshdesk.com/support/home
  
  
• Email our support team at [email protected] or call us at 1-320-252-6830, ext. 885 or 1-866-580-7483.