Why:
Goods delivered to the dealer must be recorded in Fusion so that stock figures are kept up to date.
Where:
From the Supplier View, select Supplier > Goods Receipt or right-click on the relevant supplier and select Goods Receipt. This will display a Work with Receipted Orders window for the selected supplier. The receipted order window contains two tabs, “Manual” and “DSP”. A third tab ‘Delivery’ is dependent upon the setup of parameter GDR003.
How to Amend Received Orders:
Received orders Manual and DSP are listed in the appropriate tab and each can be opened to display individual part lines. For each part line, the received quantity can be amended. The cost field can be amended in Manual orders. However, for DSP cost is not available. To accept the goods into stock the parts must be concluded. For DSP this can be at part, case or order line level. Manual orders are concluded at part or order line level or, depending upon a parameter, may be added to the delivery function for conclusion.
How to Perform Manual Goods Receiving:
To conclude the entire order, highlight it , right click and select conclude. To conclude individual part lines open the order and highlight a specific part, right click and select conclude or conclude and pick where single part lines have been automatically cross referenced with a customer order number for reserving parts.
How to Perform Single Part Conclusion Where Customer/Part Order Numbers are Attached:
Where parts have been reserved and sourced from parts order handling, an order number or text ‘multiple orders’ is displayed in the customer order number column. The option to conclude and pick is available against these specific part lines.
Select ‘Conclude and Pick’ . After selecting this option the order status on the customer order changes from open to picked. Both receipt and sale is written to the transaction file and stock on hand is adjusted accordingly.
Select ‘Conclude’ After selecting this the order status flag on the customer parts order remains at open, a receipt transaction is written to the transaction file and stock on hand in parts file is increased. No sale transaction is registered in the transaction file at this point.
Note! Where parts are not
cross-referenced with a customer/part order number, conclude and pick is greyed
out. Where parts are cross-referenced, conclude and pick is available, if these
are not processed individually they will be received into the system as normal,
via the select ‘conclude’ option above.
How to Perform Whole Order Conclusion:
Where parts have not been sourced therefore no cross-reference to customer orders exist, if conclude is selected transaction and parts master file will be updated as normal.
Where parts have been sourced in advance and are cross-referenced with customer order numbers but have not been processed individually, the status flag on the customer/parts order remains at ‘open’. A receipt transaction is written to the transaction file and stock on hand is updated in the parts master file. No sale transaction.
Various windows are displayed asking you to input supplier and invoice information. Depending on a parameter, a window is displayed for freight, environmental and extra costs. If the parameter is positive the following rules apply:
• If conclusion is at Order level then window for extra costs will be displayed.
• If conclusion is at Case level then window for extra costs will be displayed.
• If an order is accessed at Part Line Level the window will be displayed for any one specific part number concluded within the order.
Note! You must remember to
apply the costs for whole order when concluding only one part.
A report is printed after the conclusion of orders however reports required prior to printing can be requested by highlighting the order, right clicking and selecting print.
Where parts have been sourced through order handling the customer/part order number is printed on the goods receiving report. Certain defaults govern the report layout, these can be accessed by selecting Actions > Manual > Work with Defaults.
Orders and individual part lines can be deleted by highlighting, right clicking then selecting Delete. Parts can also be added to existing orders (except IBT orders).
How to Perform DSP Goods Receiving:
When DSP goods receiving, it is possible to conclude the order or individual part lines in the same way as manual goods receipt.
In DSP there is also the option to work with cases.
Individual cases can be concluded or the case can be opened and individual lines within the case can be concluded.
Cases can also be deleted from orders by highlighting, right clicking and selecting delete.
How to Use Delivery Functionality:
Manual Goods Receipts can be combined and added to a ‘delivery’. This functionality is dependant upon parameter GDR 003. Delivery is used to accommodate situations where several orders are delivered together and share additional costs, to apportion costs equally across all parts in an order(s) or when a Goods Receipt needs to be processed in a supplier currency and that currency is different to the local base currency.
To add a Goods Receipt to a delivery highlight the order, right-click and select Add to Delivery or alternatively, from the Menu bar select Order > Manual > Add to Delivery. A new view will be presented called ‘Add to Delivery’, here a list of available deliveries is shown or if a new delivery is required, you can create one by pressing the new icon or selecting File > New from the Menu bar. Once a suitable delivery exists the order may be added by highlighting the required delivery, right-clicking and selecting ‘Add Selection’ or alternatively, from the Menu bar select Delivery > Add Selection. Once an order has been added to a delivery it will still be listed within the Manual Goods Receipt tab, but will not be available for update. Individual Part Lines can also be added to a delivery by opening the Goods Receipt and highlighting the part line, right-clicking and selecting ‘Add to Delivery’. To see the content of a delivery either right-click on the delivery record within the Delivery tab and select Open, or select Order > Delivery > Open from the Menu bar. Deliveries and Individual Part Lines within a delivery can be updated or deleted in their entirety prior to conclusion by highlighting the delivery or part line, right-clicking then selecting Open or Delete.
To conclude a delivery and, by doing so, receipt all the parts in the Manual Goods Receipt records contained there in, highlight the delivery in question, right-click and select Conclude. A view for adding costs will be presented called Apply Appointment Costs. Enter the cost and the currency for each category and press confirm to apportion the additional costs equally, then process the Goods RReceipt for all parts within the delivery.
When adding Manual Goods RReceipts to a delivery the part line costs will be assumed to be in the currency of the supplier, and this is inherited from the Supplier/Part X-Reference table if a suitable entry exists. If no such entry exists and the supplier’s currency is diffferent to the base currency then the cost will become zero, and a manual cost must be entered for the part(s) in question to the delivery. If the supplier currency is equal to the base currency and no Suppplier/Part X-Reference exists, then the cost from the Manual Goods Receipt record will be carried over to the delivery and used in the receipt process. The current exchange rate will be applied when calculating the cost of parts within a delivery receipt that is in a supplier currency, and that currrency is different to base.
Related Topics:
Supplier Cross-Ref Maintenance.
The Different Types of DSP Transaction are shown in DSP Transactions.