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Processing Receipts Concept

Processing Receipts Concept. Processing Receipts. Processing Receipts. Step 1. Begin by navigating to the Process Receipts page. Click the Purchasing menu. Processing Receipts. Step 2. Click the Receipts menu. Processing Receipts. Step 3. Click the Process Receipts menu.

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Processing Receipts Concept

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  1. Processing ReceiptsConcept

  2. Processing Receipts

  3. Processing Receipts Step 1 Begin by navigating to the Process Receipts page. Click thePurchasingmenu.

  4. Processing Receipts Step 2 Click theReceiptsmenu.

  5. Processing Receipts Step 3 Click theProcess Receiptsmenu.

  6. Processing Receipts Step 4 A Run Control ID is an identifier that, when paired with your user ID, uniquely identifies the process that you are running. The run control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

  7. Processing Receipts Step 5 You can run this process by searching for an existing run control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use. Click theAdd a New Valuetab.

  8. Processing Receipts Step 6 Enter the desired information into theRun Control IDfield. Enter"PROCESS_RCPT".

  9. Processing Receipts Step 7 Click theAddbutton.

  10. Processing Receipts Step 8 Use the Process Receipts page to define parameters to run the Receiver Interface Push processes.

  11. Processing Receipts Step 9 Select the Autogenerate Labels option to generate labels for the receipt using the PO Receipt Labels report page.

  12. Processing Receipts Step 10 Click in theBusiness Unitfield.

  13. Processing Receipts Step 11 Enter the desired information into theBusiness Unitfield. Enter"US001".

  14. Processing Receipts Step 12 Click in theReceipt Numberfield.

  15. Processing Receipts Step 13 Enter the desired information into theReceipt Numberfield. Enter"0000000025".

  16. Processing Receipts Step 14 Click theRunbutton.

  17. Processing Receipts Step 15 Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.

  18. Processing Receipts Step 16 You must select a Server Name to identify the server on which the process will run. If you use the same run control ID for subsequent processes, the server name that you last used will be the default in this field. Click theServer Namelist.

  19. Processing Receipts Step 17 Click thePSNTlist item.

  20. Processing Receipts Step 18 Select the check box next to the Receiver Interface Push description. Click theSelectoption.

  21. Processing Receipts Step 19 The Receiver Interface Push process moves data to the PeopleSoft Asset Management interface table, where it is picked up by the asset batch process. This process can be run in one of two ways: • If you know that the receipt being processed contains inventory-related lines, asset-related lines, or lines that contain both, run the Receipt to Inventory & AM multiprocess job (RECV_03). • If you know that the receipt being processed has no inventory-related lines, run the Receipt Push Assets multiprocess job (RECV_02).

  22. Processing Receipts Step 20 The Receipt to Inventory & AM process (RECV_03) processes receipts that contain inventory-related lines, asset-related lines, or lines that contain both. The Receipt to Inventory & AM multiprocess job runs the following processes automatically: • Receiver Interface Push. • PeopleSoft Inventory Load Staged Items (INPSSTGE). • PeopleSoft Inventory Putaway (INPPPTWY). • PeopleSoft Inventory Putaway Plan report (INS3500). • PeopleSoft PO/AP/AM Interface (AMPS1000). • PeopleSoft Asset Transaction Loader (AMIF1000).

  23. Processing Receipts Step 21 Before a receipt can be a candidate for the Receipt to Inventory & AM multiprocess job, the following criteria must be true: • Criteria discussed in the "Processing Receipts" lesson and used in the Using the Receiver Interface Push Application Engine process must be met. • The Hold Inventory option on the Maintain Receipts - Header Details page must be deselected to enable the process to move received items to PeopleSoft Inventory. • The Hold Assets option on the Maintain Receipts - Header Details page must be deselected to enable the process to move received items to PeopleSoft Asset Management.

  24. Processing Receipts Step 22 The Receipt to Inventory & AM multiprocess job inserts any applicable putaway rows from the receipt and loads them into the Putaway staging table for the inventory putaway segment of the process. When a receipt requires corrections to asset-applicable lines, assets previously interfaced can have their quantities either increased or decreased. In addition, if an asset row is canceled on the receipt, a retirement transaction is created and sent to PeopleSoft Asset Management.

  25. Processing Receipts Step 23 Notifications of the receipt of subcontracted purchases are routed to PeopleSoft Manufacturing through the Receipt to Inventory & AM multiprocess job. The identifying keys of the production ID from the original request, along with details about the receipt, are passed to the Manufacturing receipt process. When a subcontracted receipt is updated, the Manufacturing receipt process is notified of any changes to the accepted and rejected quantities.

  26. Processing Receipts Step 24 When the system is processing a receipt for a subcontract line that has a data collection receipt source, transaction log entries are created that are later processed by PeopleSoft Manufacturing batch processing. When the system is processing a last operation receipt, Subcontract Receipt to Stock (0112) transactions are created. Otherwise, Subcontract Receipt Operation (0113) transactions are created.

  27. Processing Receipts Step 25 The successful completion of this process generates landed cost transactions. After these transactions are generated, the Process Complete status on the receipt line is set to Yes. In addition, receipt notification messages are generated for applicable PeopleSoft Inventory par locations for noninventory receipt.

  28. Processing Receipts Step 26 Click theOKbutton.

  29. Processing Receipts Step 27 Notice that the Process Instance number appears. This number helps you identify the process that you have run when you check the status.

  30. Processing Receipts Step 28 Click theProcess Monitorlink.

  31. Processing Receipts Step 29 Use the Process List page to view the status of submitted process requests.

  32. Processing Receipts Step 30 The Run Status is Processing. The process is finished when the status is Success.

  33. Processing Receipts Step 31 Continue to click the Refresh button until the status is Success. Click theRefreshbutton.

  34. Processing Receipts Step 32 The Run Status is now Success.

  35. Processing Receipts Step 33 You have successfully processed receipts. End of Procedure.

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