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PO Receiver
Created on 11/14/2016 10:35:00 PM
Training Guide
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Table of Contents PO Receiver .................................................................................................................. 1
PO Receiver ............................................................................................................... 1 Receive Goods and Services ................................................................................................... 1 Return to Vendor .................................................................................................................... 10
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PO Receiver
PO Receiver
Learning Objective : In this topic you will learn the purchase order reveiver activities.
Purchasing lets you control the items you order through receiving, inspection, transfer, and internal delivery. You can use these features to control the quantity, quality, and internal delivery of the items you receive.
Upon completion of this topic you will be able to:
Peform purchase order receiver funtionality in Oracle application as per the below listed topics:
Approving Purchase Requisition
Receive Goods and Services
Return to Vendor
Receive Goods and Services
Learning Objective : In this topic you will learn how to receive goods and services.
A requester can create receipts against orders in Oracle iProcurement. For an order to appear in the receiving module, it must have a receipt routing of Direct Delivery. (You cannot create receipts against orders with a receipt routing of Standard or Inspection.) When a requester has selected one or more lines from an order to receive, they can enter Waybill, Packing Slip and Comment information. After submitting a receipt, a receipt confirmation number appears for reference purposes.
Using the Express Receive functionality in receiving reduces the number of receipt pages from three to one. After entering a receipt quantity the requester clicks Express Receive to directly receive a receipt number. This process bypasses the packing slip, waybill, and receipt comments fields as well as the Receive Items: Review and Submit page.
Upon completion of this topic you will be able to:
Receive goods and services.
Procedure This topic covers:
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- How to Receive Goods and Services Time to complete : 5 minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed. To receive goods and services, click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCF iProcurement link.
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Step Action
2. The iProcurement home page is displayed. Click the Receiving link.
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Step Action
3. The Receiving page is displayed. All the requisitions ready to be received and the receipts already received requisitions are displayed on this page.
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Step Action
4. Select the appropriate requisition to be received from the displayed list. In this example, click the Express Receive button for the requisition number 100000037.
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Step Action
5. The Review and Submit page is displayed. Review the details and click on the Submit button.
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Step Action
6. Note: A confirmation message displays the Receipt number. Click the Return to Receiving link to get back to the receiving page.
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Step Action
7. The receipt created is displayed under the My Receipt at a Glance section. To view the receipt details, click the 10000032 receipt number link.
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Step Action
8. The Receipt Details page is displayed. You can view the receipt details here. Options to return the items or correct the receipt are available here. Click the Done button.
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Step Action
9. This topic covered: - How to Receive Goods and Services End of Procedure.
Return to Vendor
Learning Objective : In this topic you will learn how to return to vendor.
Use the Receiving Returns window to return delivered items to receiving and to return received or delivered externally sourced items to the supplier if the purchase order has neither been cancelled nor final closed. For controlled items, you must specify lot numbers, serial numbers or locators, as appropriate.
When you are entering a return, the first step is to identify the purchase order number and/or item that you want to return. You can choose among various selection criteria when searching for items in the Find Returns window.
You can return to the supplier unordered receipts that have not been matched.
Upon completion of this topic you will be able to:
Return to Vendor.
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Procedure This topic will cover: - Returning to Vendor Time to complete: 5 minutes
Step Action
1. After logging on with your username and password, the Oracle Applications Home Page is displayed To return item to vendor click the valid responsibility link. Note: The navigation path may vary, based on the responsibility selected. In this example, click the CCP PO Receiver link.
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Step Action
2. Click the Scrollbar to view more options.
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Step Action
3. Click the Receiving link.
Step Action
4. Click the Returns submenu link to open Oracle forms.
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Step Action
5. The Organizations window is displayed. Select the appropriate organization from the list. In this example 100 is selected by default. Click the OK button to continue.
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Step Action
6. The Find Returns window is displayed. Click in the Purchase Order field.
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Step Action
7. Click the Purchase Order LOV button to view more options.
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Step Action
8. The Purchase Orders window is displayed. Click in the Find field to enter the search criteria.
Step Action
9. Enter the appropriate purchase order into the Find field. Enter all or part of the location in the search field using the “%” wildcard character, if needed. In this example, enter "%69".
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Step Action
10. Click the Find button to execute the search.
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Step Action
11. The search displays the available option and it is selected by default. Click the OK button to continue.
Step Action
12. Click the Find button to execute the search.
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Step Action
13. The Receiving Returns window is displayed. Click in the Quantity field.
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Step Action
14. Enter the appropriate quantity into the Quantity field. In this example, enter "2".
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Step Action
15. Click in the Return To field.
Step Action
16. Click the Return To LOV button to view more options.
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Step Action
17. The Return To window is displayed. The Supplier option is selected by default. Click the OK button to continue.
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Step Action
18. Click the Details tab to enter more details.
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Step Action
19. Click in the Reason field.
Step Action
20. Click the Reason LOV button to view more options.
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Step Action
21. The Reason Codes window is displayed. Select the appropriate code from the list. In this example, click the Reason Code option.
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Step Action
22. Click the OK button.
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Step Action
23. Click the Save button after entering all details.
Step Action
24. Click the Close button after completing the process.
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Step Action
25. This topic covered: - Returning to Vendor End of Procedure.
