If the PO doesn't arrive all at the same time, you can leave the back-ordered lines open to receive at a later date.
Steps in the screenshots correspond to the numbers in the headings.
1. From the Main Menu, go to Inventory > Logistics > Receiving.
2. Click New from the Center of the Screen or click the NEW button if you have already been in the receiving tab today.
3. Enter the PO ID number in the lower right corner.
4. Click Save.
5. The Receiving Document for the PO loads. It is assumed that you received everything that was ordered and everything is correct.
In our example, we received only the first three lines.The bottom two were back ordered.
Notice that the Last bin ID says "LOCATION" for each of these lines. This means that this line has never been in stock in EFP.
You CANNOT, however, receive into "Location". Enter either WORKORDER as the bin, or another bin - as directed by your Supply Chain Project manager.
*WORKORDER must be all one word.
6. Enter the Bin ID under the Units. You can see that everything else defaults in
7. Repeat this for the next two lines.
8. On Lines 4 & 5, highlight each line and then click Delete under the Units section.
Each line will need to be done individually.
9. You will be asked to confirm the Delete. Click Yes.
10. The Units section will be blank after the deletion, but the line remains on top.
11. Once both lines are deleted, click the Post button to Post the receipt.
The receiving document will print in the ATS Report Server. If you don't want to print each individually, you can cancel out of them and print all receipts for the date at once. Please note that the receiving record will say "Received Full". This does NOT mean that the entire PO was received in full, just that the particular receiving transaction you were performing was received in full.
12. To receive the remaining two items when they arrive, go to the receiving screen, click New, enter this PO ID number again and hit Save.
13. The two remaining items are ready to be received following the normal process.
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