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

1. 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.
2. Select the Lines tab, and then select the receiving advice line that you would like to match.
3. 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.

4. 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.

5. Select the Match check box for one or more delivery lines you want to match.
6. 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.
7. 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.
8. 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:

1. 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.
2. Select the Lines tab, and then select a receiving advice line in the Qty Difference status that you would like to match.
3. 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.
4. 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.