Manually Match Incoming Receiving Advice: Type
Approved Goods
Explanation
This activity is used to manually match customer order deliveries with
incoming receiving advice lines of type Approved Goods. Manual matching is to be
performed when a receiving advice line could not 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
customer's receiving advice type is Approved Goods, or Arrived and Approved
Goods. You must equate the quantity that has been confirmed approved and the quantity
that has been
confirmed arrived on the receiving advice lines, to those quantities on one or more
deliveries.
If the receiving advice type is Arrived and Approved
Goods, a delivery is usually matched twice; once with incoming receiving advice
lines of type Arrived Goods (according to the activity Manually Match Incoming
Receiving Advice: Type Arrived Goods), and then with Approved Goods. Alternatively
you can match a delivery once; only for the receiving advice of type Approved Goods.
Prerequisites
- The customer order to be matched must have been enabled
for delivery confirmation.
- The receiving advice type Approved Goods or
Arrived and Approved Goods must have been selected on the customer order
line to be matched.
- The customer order line must have the ownership
Company Owned to be able to be matched to a receiving advice.
System Effects
- The status of the incoming receiving advice line will be set to Matched. If all the other lines have also been matched, the status
of the header is also set to Matched.
- Matched customer order deliveries will become
delivery confirmed.
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 the 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 then click Manual Matching. The
Match Receiving Advice and Delivery dialog box opens.
The receiving advice information will be displayed
on the header, and all the unconfirmed deliveries for the customer will
be displayed in the lower table.
- If you want to match all the deliveries
displayed, click Match All. 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 to the Confirmed Arrived and Confirmed Approved
areas in the header area. You must equate the value in the Matched
field to the value in the Quantity field in each of the frames.
- Select the Match check box for one or more
delivery lines you want to match.
- If required, update values in the Qty Confirmed
Arrived and Qty Confirmed Approved fields of one or more selected
delivery lines. Note: For a given line, the Qty Confirmed Arrived or the Qty
Confirmed Approved value cannot be greater than the value in the Qty
Shipped field.
- When the matched value is equal to the quantity
value in the Confirmed Arrived frame, and when the matched value is equal to
the quantity value in the Confirmed Approved frame, the OK button will
become enabled. Click OK to complete the 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 the customer
number, site, receiving advice type, and the received date.
- Select the
Lines tab, and then select a receiving advice line
in the Qty Difference status that you would like to match.
- In the
Match Receiving Advice and Delivery
dialog box that opens, the delivery line that caused the
quantity difference appears selected. Clear the Match check box if
you do not want to match this delivery. Select the Match check box
for the deliveries that you want to match.
- Repeat steps 5—8 in the above procedure.
Note: If you are unable to equate the quantities in the Quantity
and Matched fields of the Confirmed Arrived or Confirmed Approved
area,
you can close the dialog box and return to the
Incoming Receiving Advice
window. Then modify the quantity in the Qty Confirmed Arrived or Quantity
Confirmed Approved field of the receiving advice line that you could not
match. Try to repeat the matching according to the procedure above.
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 a receiving advice. For details, refer to the topic
description on Delivery Confirmation.