Configure PO Receiving settings to enable receiving purchase orders through PanatrackerGP. These settings are profile-level settings.

Core Settings

Enable Receive Inventory — Enable the PO Receiving transaction for profiles set as 'True'.

Batch Code for Receipts — Define the Batch Code that is assigned to the GP Receiving Transaction created at submit. The default Batch Code is PTGP_RECEIVE. When no Batch Code is defined, the default is the current date.

Receipt Type — Define the receipt processing type. Options:

• Receive Only — The default option. When this type is posted in GP, a match to the accounts payable invoice is completed as another step. This is the recommended option since in most cases, the invoice to be paid is received after the items have been physically received. This also supports an additional audit for the receiving transaction.
• Receive and Invoice — If using Receive and Invoice, it is required that Flex Field 1 be defined for the corresponding Document ID for the transaction and be set as required in addition to the corresponding setting Receiving FlexField 1 To Vendor Document Number set to True. Document ID must be unique for each transaction or the transaction will fail at submit.

Receiving FlexField 1 To Vendor Document Number — When set to true, the Vendor Document Number on the Receiving Transaction in GP is populated with the data entered. When enabling this setting, be sure to setup Flex Field 1 under the FlexField Configuration and set as optional or required. Note that if Receive and Invoice is used for the Receipt Type, this field is required.

Site Default for Receiving — This setting allows a default Site filter to be assigned. When the Site filter is applied, only purchase orders with purchase order lines for that site are available to select. Then only purchase order lines for that site are available to receive against.

Bin Settings

Receiving Bin Choice — If using multi-bin tracking in GP, all items received are received to a bin location. The bin can be defaulted automatically based on this setting. Options:

• Site Default — Be sure your Site setup for bins is completed. In GP: Inventory > Cards > Site. Select a Site and then access the Bin setup. PanatrackerGP uses the Purchase Receipts bin for this setting option. If there is not a default bin setup for the site, the user needs to select the Receive To Bin during the transaction.
• Item Default — If using this setting option, be sure your items-sites bin setup is complete. In GP: Inventory > Cards > Quantities/Sites. Select the Item. Select the Site. Access Bins. PanatrackerGP uses the Purchase Receipts bin for this setting option. If an item-site is not setup with this default, the user selects the Receive To Bin during the transaction.
• Last Bin — This setting option requires the user to select a bin to receive to. After the first item has been received, that bin remains defaulted until the user changes the bin.
• Priority Bins — This setting option requires the user to select a bin to receive to; however, the bin options are restricted to the priority bins defined for the item-site. In GP: Inventory > Cards > Quantities/Sites. Select the Item. Select the Site. Access Bins. View the list of priority bins defined for the item. Note: To use this option, you must have at least one priority bin setup for all items being received.
• User Entry by Item — This setting requires a Receive To Bin to be scanned or selected for each item being received.

Allow Creating a New Bin at Receiving — When set to true, any entry in the Bin field creates a new bin automatically in GP. Therefore, use this setting option with caution.

Purchase Order Settings

Require Purchase orders to Be Released for Receiving — GP supports the ability to approve purchase orders. By enabling this setting, only purchase orders that have been released are available to select to receive against.

Allow Over Receipt on PO Line — When enabled, user is allowed to receive more than the total remaining to receive for the PO line.

Merge Items On Singe PO Receiving — When set to true, if there is the same item+UOM+site with multiple purchase order lines, those lines are consolidated to display as a single line with a total summed up quantity. If the lines are associated to multiple projects/jobs, the receipt quantities are applied automatically to the lines starting with the first line.

Display PO Comments — When set to true, any comments entered on the purchase order header are displayed for the user.

Item Display Options

Alternate Item Description Display Option on Receiving — For some organizations, there may be alternate data that is more critical to view during the receiving process than the full item description. This option supports the ability to define what data is displayed for the item code selected and in the item lookup list. Options:

• None — Displays the standard item description
• Short Name — Displays the Short Name setup on the item card in GP
• Requested By and Short Name — Displays the Requested By from the PO order line entry and the item Short Name from the item card setup in GP
• SOPPOP and Short Name — Displays any sales order association (SOP-POP link) on the PO line and the Short Name from the item card in GP
• Project and Short Name — Displays the project/job assignment on the PO order line and the Short Name from the item card in GP

Allow Mfg Code Assignments — When set to true, if the item code scanned is not recognized in GP, the user may associate the entry with a GP item code on the purchase order. The item number associated is stored in GP Manufacturer's Item Number Maintenance. Once associated, this corresponding number can then be scanned for any PanatrackerGP transaction and it is translated to the GP Item Number.

Unit of Measure

Use UOM for Receiving — When set to true, the default UOM is the PO order line UOM. The user has the option to receive in an alternate UOM for the item. This expects that UOM setup is completed in GP for the UOM Schedule assigned to the items on the PO.

Example of using alternate UOM on PO Receiving: If the PO line UOM is Each and there is a UOM of Case setup (where Case = 12 Each), the user can select to receive 1 Case. The receipt is recorded as 12 Each to match the PO order line.

Bulk Item Auto Save At Receiving — When set to true, items are scanned individually and the scans are counted versus a quantity entered. This setting relates to items tracked by a quantity only. If enabled, the Use UOM setting must be set to false.

Lot-Tracked Items

Lot Number Assignment for Receiving — If using lot tracking in GP, lot number assignment can be set as one of the following options:

• User Entry — Default. The user scans or enters the lot number in the lot field
• Auto Assign with PO Date — Automatically assigns lot based on PO date
• Auto Assign Based on GP Lot Mask Setup for Item — This requires the item is setup with a mask in GP

Serial-Tracked Items

Serial Quantity Capture Behavior on Receiving — Options:

• Count Scans — This option presents the serial field and displays the number of serials scanned
• Enter Quantity — This option supports entry of the number of serials received with the logic on the capture of the serial number to limit the number of serial numbers scanned for the item based on the quantity entered

Validate Serials Against GP — When set to true, as serials are captured at receiving, additional validation is added to validate for potential duplicate existing serials for the item. When set to false, the validation to existing serials in GP is not completed. Should there be a duplicate, the transaction will fail at submit and duplicate serial number(s) would be removed from the transaction to re-submit.

Auto-Receive

Allow Auto-Receive for Purchase Orders — When set to true, all items on the purchase order can be received without individually selecting each item and entering a quantity. The automated receipt only applies to quantity-tracked items. If items are serial or lot tracked on the purchase order, it is required to receive those lines individually.

Transfer Orders

Enable Inbound Transfers — Note: This setting is associated with WM only. When using the Panatracker Directed Transfer infrastructure with transfer orders setup with a 'Via' site, this transaction is used to receive the transfer at the destination site. The result of the transaction is a Site Transfer from the Via Site to the receiving (destination site).

ASN Receiving

The following settings are related to the ASN Receiving Transaction when populating the Panatracker ASN tables for purchase orders.

Enable Advance Ship Notice — Enables the ASN Receiving transaction.

Allow Auto-Receive for ASN Transactions — Supports the ability to auto-receive the ASN transaction. When auto-receive action is completed, the user is able to review the receipt and remove any items that were not actually received prior to submit.