On the vendor packing list, beside the quantity, place a checkmark if the quantity is correct. If it is not correct, it should be circled, and the quantity difference noted. The person checking in the product will initial and date the paperwork.
A PO Discrepancy form should be filled out and appropriate action taken depending on the situation. In the case of additional item/wrong items sent and we are not keeping the items, the vendor should be contacted and arrange to return the unwanted items.
The person who actually does the receiving in SXe should also initial and date the packing slip as INPUT BY-.
If material found in the shipment was not on the PO, contact Anthony D BEFORE starting the receiving process. He will decide if the material should be received or not.
Search Bar: POEI
Menu: Purchase > Entry > Receipt of Inventory
Bookmark: POEI – PO Receiving
- Click <Quick Receive>
- Enter the PO#
- Click on Detail (this pulls up the line items that are still open on the PO)
- If this is the first PO receiving, an Open Journal box will appear, click <OK>.
- Enter the quantity to receive in the Quantity Received column.
- If an Item needs to be added or if an item was Short Shipped and did not back order follow the appropriate steps below otherwise go #6.
Adding items to PO at receiving
- Click <Add New Line> (in screen above)
- Enter the Product and Quantity as below
- Click <Save>
Vendor short shipped and cancelled backorder
- Enter the quantity that was shipped if any
- Check the box to Cancel the b/o (scroll to the right might be necessary)
6. When done click <SUBMIT>.
Note!! Note!!
If a mistake was made, there is an option to <Cancel Receiving Work> at the top of the screen. This will cancel all work done on that PO.
Caution!! Caution!!
Make sure to press <Enter> after the quantity entered **especially the very last line.
Not pressing <Enter> after the last line will not update the value entered and the item will not get received. This will cause discrepancies. **
Quick Receive Window will appear
- Enter next PO# if additional PO’s need to be received.
- When finished with all PO’s, Click on <Final Update>
- Set the Printer for Allocation and Receipt report to be your branch printer. Click <OK>.
- Click the left arrow next to Final Update then X out of POEI window.
Note!! Note!!
If a receiving mistake happened after clicking <Final Update>. Contact the Main Office right away so it can be corrected.
Serialized Item workflow:
How to Receive a Serialized item in POEI
While Receiving a PO, if serialized items are recognized the system will provide warning. The warning references that serial numbers must be entered for the line(s) on the PO to be received after the quantity has been entered and <SUBMIT> has been clicked.
Click <OK> to get past this error message.
There is a visual queue to help identify which item(s) are serialized.
Click the <Right Arrow> of the Row of the item(s) to include/entry of the serial numbers.
Enter the serial number(s)
Click <ADD/SELECT SERIAL> after each serial number is entered.
Once all serial numbers have been entered, Quantity to Allocate will be at Zero.
Click <SAVE>
Complete the PO Receipt as normal or repeat for any other items that are serialized.
Click <SUBMIT>
Click <FINAL UPDATE>
Printer For Allocation and Receipt Report.
There is only one chance to print this report. Most find it as a waste of paper BUT it could prove handy if there comes to be an issue later. Printing to File and entering the File name provides a bit of hope to find this report later.
Click <OK>