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

1. Populate the Incoming Receiving Advice window. Query for the relevant message using criteria such as 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 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.

4. 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.

5. Select the Match check box for one or more delivery lines you want to match.
6. 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.
7. 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.
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 customer number, site, receiving advice type and received date.
2. Select the Lines tab, and then select a receiving advice line in status Qty Difference that you would like to match.
3. 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.
4. 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.