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Receiving (Accounts)

Nick Stracensky
Updated

This article describes configuration options on the Receiving (inbound inventory) page. The page has four main sections.

  • General

  • New Order Validation

  • Receive Validation

  • Email

General

  • Barcode Scanning - Check the box to receive orders with barcode scanning. Uncheck to enable paper/UI-only receiving.

  • Barcode Scanning Style - Select SSCC, Line, or UPC. Line is recommended. Click How to Configure DVU for SSCC here to learn how to enable an account for SSCC receiving.

  • Auto Generate Order Number - If enabled, the platform automatically creates an order number if not specified. If disabled, staff must manually enter order numbers when processing receiving orders.

  • Receiving Order Sequence - Required if the user enables the autogenerate feature. Click here to learn about sequencing.

  • Receive Inventory to Hold - If enabled, change the status of the inventory to Hold inventory on receipt.

  • LPNs - If enabled, the platform automatically creates an LPN if not specified. If using barcode scanning mode, the system defaults to using pre-printed LPNs. This can be modified by setting the LPN type in the Barcode Scanning section.

  • UDEF0 and UDEF1 - Check one or both boxes to enable user-defined fields on the Receiving > Line Entries page.

  • UDEF0 Title and UDEF1 Title - Give each user-defined cell a label.

  • Recv Time Matches Expected Time - If enabled, the order receive time will match the expected time.

New Order Validation

  • Require PO Number - Check the box to make this a required field. If the PO is blank, the user cannot save the record.

  • Restrict Duplicate Order Numbers - If enabled, the user must enter a unique order number before saving. Some clients have a limited range of order numbers and might need to reuse older numbers when the range loops back to the beginning. In that environment, do not check this box.

  • Restrict Duplicate PO Numbers - If enabled, the user must enter a unique PO number before saving.

Note Enabling this feature can negatively effect operations. For example:

  • One PO per trailer would mean also one receiving order. That means it might not be possible to have multiple receiving orders from the same trailer.

  • One PO across multiple trailers is also not allowed if this box is checked.

Require User Defined fields - Check a box to add a required field on the Receiving > General page. If required fields are blank, the user cannot save.

Receiving Validation

  • Require PO Number - Check the box to make this a required field. If the PO is blank, the user cannot save.

  • Require User Defined fields - Check a box to add a required field on the Receiving > General page when changing the order status to Received. If required fields are blank, the user cannot save.

Email

  • Email Account on Received Status - When the DVU user changes the receiving order status to Received, the platform sends an email to the email address on file for the account (Accounts > Properties > Summary > Contact Email).

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