The receipt verification process in Vision Back Office is used to record the receiving of products and parts from vendors, whether you receive more than what you ordered, less than what you ordered, or the exact quantity you ordered. Using the receipt verification process for the products and parts on a purchase order when they arrive at your warehouse or store increases the on-hand quantities, making the product available for order fulfillment.
The Receive by Shipment option in Vision Back Office enables you to receive products for a group of purchase orders (POs) that all arrived together in one shipment. You can scan all products in any order, and the system matches the products to the individual purchase orders. You can run the Receive by Shipment Errors Report when you are done scanning to see if there are issues such as you received more than you ordered or the multiple of an item received does not match the multiple on the PO. (For more information on the report, refer to Receive by Shipment Errors Report.) Vouchers cannot be created for received purchase orders until the errors have been corrected.
Each shipment is assigned a receiver number in Receive by Shipment processing; this allows you to enter some items for a shipment, save the work you have done, exit the Receive by Shipment process, and pick up where you left off at a later time.
Note: To override the company and warehouse on the log-on screen of the Receive by Shipment option, you must have the proper security privileges. The Warehouse Override job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.
Note: Use the Receive by Shipment option if you are using a scanner directly linked to the PC. However, if you are using an RF display scanner, refer to Using your RF display scanner for order verification and purchase order receiving for more information.
On the main menu in Vision Back Office, select Purchasing.
Select Receive by Shipment.
The Receive by Shipment option has several parts:
Part 1: Log-on screen. This is where you log on to the Receive by Shipment option.
Part 2: PO Line Item screen. This is a two-part screen. The top part is the header area, where you enter information for the receiver number, the receipt date, the carrier number, and the freight amount. For the bottom part of the screen, use the bill of laden (shipping receipt) that arrived with the PO shipment to enter each PO as a line item for the entire shipment. The first PO entered determines to which vendor the receiver applies. All POs must be for this same vendor.
Part 3: Receiving Line Item screen. This screen shows all open quantities for all POs on the receiver. All quantities for the same item on multiple POs are accumulated on a single line on this screen.
To receive an item, you can scan its UPC bar code or enter each item manually by typing the UPC number at the command line of this screen. The number must have at least 5 characters to use the scanning option.