Multi-Roll Receiving

This option allows multiple rolls to be received against the same purchase order.

For instance, a quantity of 2400ft of carpet was ordered on one PO.  Also, let’s say that you ordered two rolls of carpet 12x1200 ft. to satisfy this purchase order.  Perhaps these rolls will arrive at your warehouse on different days or at different times.  Multi-Roll Receiving allows you to receive both of these rolls against the same Purchase Order, automatically creating additional PO lines to assist you in receiving the later portions of the order as they come in.

Multi-Roll Receiving also works with the Order Entry Module by automatically splitting customer order lines and displaying the appropriate status as you receive material separately into the inventory module.

There are two ways to utilize this feature.  This will depend solely on how the goods are  receivied.

Receiving from a Bill of Lading – Selecting from PO Lines

To receive from a bill of lading

Inventory>File>Receiving/Costing>Receive from Bill of Lading

1. The "Receiving from a Bill of Lading Screen appears".
2. Select the "Enter from PO Lines" option. Enter the PO number in the field provided or click the F8 button to select the appropriate PO.
3. If you opt to click the F8 button, the "Open Purchase Orders – Receiving and Costing Screen" will appear. You must select the appropriate purchase order from this list.
4. Single-click the appropriate line (s).
5. Click the Tag button.
6. Click Done. The PO line now appears on the Receiving/Costing screen.
7. Some PO’s may have more than one line that appears here. Select the appropriate line by single-clicking.
8. Click the Tag button. When you do, the "Inventory – Receiving from a Bill of Lading" screen appears.
9. Check this screen to ensure that everything is correct.
10. Change the Roll number.
11. Enter the appropriate amount to receive and click OK to continue.
12. The following message box will appear.  Click OK.
13. The Customer Order - Cut Deduct from Inventory screen will appear.  The following message box will appear if yes or no is selected.  Click Ok to Continue.

The PO cannot be satisfied until all lines associated with it are received into inventory.

14. The Receiving screen is displayed. You will notice that the system has automatically generated an additional PO line with the remaining material that has yet to be received into the system. In Order Entry, the original customer order line has now been split.  The PO line that has been satisfied is tagged. Click the AP button on the Receiving and Costing screen to finish this process.
15. The Receiving screen will now be blank. You must start the process again to receive any additional lines into inventory.

Receiving from an Invoice – With a PO

If you intend to receive from an invoice with a PO

Inventory>File>Receiving/Costing>Receive from Invoice

1. The cursor will automatically be available in the Supplier field.
2. Click F8 next to the Supplier Field. The browse supplier screen appears.  Highlight the appropriate supplier by single-clicking on the line.  Click the Select button
3. Enter the appropriate Invoice # in the Invoice number field located beneath the Supplier field.
4. Click the Insert The Receiving from Invoice screen will appear.  The option "Enter Lines from a Purchase Order" will be highlighted.
5. Enter the Purchase Order number or click the F8 button to search for the appropriate PO. Clicking F8 will bring up the "Open Purchase Orders – Costing/Receiving" screen.
6. Highlight the appropriate PO by single-clicking on the line then click the tag button.
7. Click the Done button. The Receiving/Costing from an Invoice screen appears. The PO line that you selected now appears here.
8. Highlight the PO line by single-clicking on the line.
9. Click the Tag button. The Receiving from an Invoice screen appears and displays all PO information.
10. Change the Roll number.
11. Enter the appropriate length.
12. Click the OK button to continue. The following message box will appear. Click OK to accept this message and continue.                         
13. The Customer Order – Cut-Deduct from Inventory screen appears. Whether you click yes or no, the following screen will appear.  Click Yes to arrange for all lines on this PO to be cut from inventory when this PO is satisfied completely.
14. Click OK to continue.
15. The Receiving screen is displayed. You will notice that the system has automatically generated an additional PO line with the remaining material that has yet to be received into the system In Order Entry, the original customer order line has now been split.  The PO line that has been satisfied is tagged. Click the Done button to finish this process.
16. The Receiving screen will now be blank. Start the process again to receive any additional lines into inventory.

• When an additional line has been created on this PO, notice that the line being received is tagged.  If this line is untagged and is not the original, the additional line will be merged back to the original PO line.  This will create one PO line as it was before this process began.  To receive this material into inventory, now follow the Multi-Roll Receiving process again from the beginning. 
• To delete additional lines created on a PO, simply highlight the appropriate line and click the Delete button that is located on the toolbar. When done, notice that the additional line is now merged with the original PO line. Do not delete the original purchase order, but start the Multi-Roll Receiving process again from the beginning to receive any material on this PO.
• To modify a PO line, select the appropriate PO and make the change. If you modify the length, you will notice that the additional purchase order line adjusts itself to account for the change that was made.  If a PO line is not tagged, you may not edit the line.
• Exiting from the receiving screen without following through the receiving process, will result in no changes being made to the records.