Manually Match Incoming Receiving Advice: Type Arrived
Goods
Explanation
Use this activity to manually match customer order
deliveries with incoming receiving advice lines of type Arrived Goods.
Manual matching is to be performed when a receiving advice line couldn't be
matched automatically, or when automatic matching settings have not been set up
for a receiving advice enabled customer.
You will need to perform this activity when the
receiving advice type of the customer is Arrived Goods, or Arrived and Approved
Goods. Matching involves equating the quantity confirmed arrived on the
receiving advice line, to the quantity confirmed arrived on one or more customer
order delivery lines.
Matching customer order lines with incoming receiving
advice lines results in delivery confirmation.
Prerequisites
- The customer order to be matched must be enabled
for delivery confirmation.
- The receiving advice type Arrived Goods or Arrived
and Approved Goods must have been selected on the customer order line to be
matched.
- The customer order line must have ownership
Company Owned in order to be possible to match to a receiving advice.
System Effects
- The status of the incoming receiving advice line
is set to Matched. If all the other lines have also been matched, the status
of the header is also set to Matched.
- If the customer's receiving advice type is Arrived
Goods, the matched customer order deliveries will become delivery confirmed.
- If the customer's receiving advice type is Arrived
and Approved, only the quantity confirmed arrived will be determined. The
matched delivery will not become delivery confirmed until it has been
matched against an Approved Goods type of receiving advice (refer activity
Manually Match Incoming Receiving Advice: Type Approved Goods.
Window
Incoming Receiving Advice
Related Window Descriptions
Incoming Receiving Advice
Incoming Receiving Advice/Receiving Advice Lines
Customer/Order/Message Defaults
Sales Part Cross Reference
Procedure
- Populate the
Incoming Receiving Advice window. Query for
the relevant message using criteria such as customer number, site, receiving
advice type and received date.
- Select the
Lines tab, and then
select the receiving advice line that you would like to match.
- Right click and click Manual Matching. The
Match Receiving Advice
and Delivery dialog box will appear.
The receiving advice information will be displayed
on the header, and all of the unconfirmed deliveries for the customer will
be displayed in the lower table.
- If you want to match all of the deliveries
displayed, click the Match All button. If not, sort through the deliveries,
by right clicking in the lower table area
and clicking Query. Using appropriate criteria query for and isolate delivery
lines relevant to you.
Refer the Confirmed Arrived frame in the header
area. You must equate the value in the Matched field to the value in the
Quantity field.
- Select the Match check box for one or more
delivery lines you want to match.
- If required, update the defaulted value in the Qty Confirmed Arrived
field for one or more selected delivery lines. Note: For a given line, the Qty
Confirmed Arrived value cannot be greater than the value in the Qty
Shipped field.
- When the quantity confirmed arrived on the
selected receiving advice line (value in Quantity field) is equal to the quantity confirmed arrived on
the matched delivery lines (value in Matched field), the OK button will become enabled. Click OK to
complete matching and close the dialog box.
- Repeat steps 2- 7 till all of the lines in the
receiving advice are successfully matched.
If the incoming receiving advice status is Qty
Difference:
- Populate the
Incoming Receiving Advice
window. Query for the relevant message using criteria such as customer
number, site, receiving advice type and received date.
- Select the
Lines tab,
and then select a receiving advice line in status Qty Difference that you
would like to match.
- In the
Match Receiving Advice and Delivery
dialog box that appears, you will see the delivery line that caused the
quantity difference appear selected. Unselect the Match check box if
you do not want to match this delivery. Select the Match check box
for deliveries that you want to match.
- Repeat steps 5- 8 above.
Note: If unable to equate quantities in the Quantity
and Matched fields of the Confirmed Arrived frame, you can close the
dialog box and return to the
Incoming Receiving Advice window: modify the quantity in the Qty Confirmed Arrived field
in
the Incoming Receiving Advice/Lines tab, and try to
match again.
If you do not wish to modify the message received from
the customer, you will have to perform delivery confirmation for the customer
order line without using receiving advice. For details refer the topic
description on Delivery Confirmation.