Convert a Receiving Order – Da Vinci Unified

This article shows users how to convert a receiving order from the DVU platform into a pickup in the TMS environment.

Generally, this is a four-step process:

create a receiving order
verify the receiving order
convert the order
configure and manage the pickup in the TMS

Confirming the receiving order

With the Master PO in hand, go to the DVU platform and confirm order details.

Go to Home > Orders > Receiving Orders.
Use the PO number to locate the order.
Double-click the order to open the record.

Verifying the order

On the General page, go to the Summary section and confirm the receiving quantity (Qty Planned).
Go to the Partners section and verify the Supplier (if applicable).
Go to the Dates section and use the date picker to enter an expected arrival date.

Confirming quantities

To confirm the items and quantities in the order:

Click Line Entries in the side menu.
Confirm the Qty Planned matches each line entry in the purchaser order.

If the product names and quantities match the Master PO, create a pickup.

Editing line sentries

DVU users can edit existing items or add new ones to the receiving order.

To edit an entry, double-click an item. Make changes in the General window and click Save.

Note Take care modifying a receiving order. If a DVU user converts a PO into a receiving order, and then modifies the receiving order, DVU does not update the PO. In this situation, the DVU user should go back to the PO and make changes, generate a new receiving order, and then delete the out of date receiving order.

To add a line entry:

Click the plus icon.
Fill in the fields.
Click the plus icon to add a new item. (optional)
Click Save.

Creating a pickup

This step converts a receiving order into a TMS pickup.

Click the Actions button at the top of the page and select Create Pickup.
Close the page.
Locate the delivery in the TMS environment. (see below)

Note After the DVU user clicks Create Pickup, the plaform automatically copies order information over to the TMS environment.

Working in the TMS

The last step in the conversion process is to locate the order in the TMS environment.

Go to Home > Transportation > Dispatch.
Make sure the Shipments tab is selected.
Scan the list and locate the converted order (e.g. search for the Shipper Number matching the order number in the original Receiving Order).

Opening the TMS template

Click the file name to open the record. The General page displays. Click a link on the side menu to open a different template page.

Completing the order

At a minimum, the DVU user should review, update, and add information on the following template pages to complete the order:

Next steps Click here to learn about TMS shipment/loads and template pages.

Related to