Warehouse handling of inbound loads for purchase and inbound shipment orders
This article describes the warehouse handling process for inbound loads.
Each inbound load can be associated with one or more order line quantities, and your system might also contain transportation plans. For more information about how to create and manage inbound transportation, see Transportation management overview.
Overview: How inbound loads are created, registered, and received
The following high-level illustration shows an example flow for handling inbound loads for a purchase order. Note that if the purchase order originates in an enterprise resource planning (ERP) system other than Microsoft Dynamics 365 Supply Chain Management, it's represented by an inbound shipment order in the Warehouse management module.
The vendor confirms the purchase order.
The process begins when a purchase order is entered into the system and then delivered to a vendor, who confirms the order. The purchase order/inbound shipment order must exist before you can create an inbound load record. However, you can create the inbound load even if the order hasn't been confirmed. For more information, see Approve and confirm purchase orders.
An inbound load record is created to plan the arrival and its contents.
The inbound load record represents a vendor shipment of one or more orders. The load is expected to arrive at the warehouse as one physical transportation unit (such as a truckload). The inbound load record is used for planning purposes and lets the logistics coordinator track the load's progress from the vendor. It's also used to register order line quantities and manage progress through warehouse operations, such as arrival and putaway work. Loads can be created either automatically or manually. Depending on setup, the automatic creation can be done directly based on the order data or advanced shipment notice (ASN) from the vendor. For more information, see Create or modify an inbound load.
The vendor confirms load dispatch.
When the vendor dispatches the load, the logistics coordinator at the receiving warehouse confirms the load shipment. If the receiving company is using the Transportation management module, inbound shipment confirmation will trigger other load management processes that are associated with the inbound loads. For more information, see Confirm a load for shipping.
The load arrives at the warehouse, and workers register quantities.
When a truckload arrives at the warehouse receiving dock, warehouse workers register the load quantities. When the Warehouse management module is used, workers do the registration by using mobile devices. For more information, see Product receipt against purchase orders - registration and the Register item quantities that arrive on an inbound load section.
The load is updated as receive completed.
If the warehouse management parameter setting Load receiving completed confirmation policy for purchase orders is enabled, the load is updated to Receiving completed.
Registered load quantities are posted against purchase orders.
After the load quantities have been registered as arrived, those quantities must be product receipt–posted to the company's inventory ledger to record the physical stock increase. For more information, see Product receipt against purchase orders - product receipt and Post registered product quantities against purchase orders.
Register item quantities that arrive on an inbound load
Dynamics 365 Supply Chain Management supports several operational approaches to recording the arrival of ordered products via loads. Therefore, you can configure the system to match your specific business requirements. This section describes how to register incoming item quantities by using the Warehouse management mobile app when an inbound load arrives at the warehouse. First, warehouse workers must register the item quantities that are included in the load shipment. This workflow is available only if the following items are present in the system:
An inbound load record that describes the item quantities that are expected in the shipment
Typically, the vendor confirms the inbound load record before the shipment arrives at the warehouse. Therefore, the load has a status of Shipped. However, warehouse workers can also register items quantities for loads that have a status of Open or Received, depending on the setup option.
A Warehouse management mobile app that is configured to support load receiving and all related warehouse setup enabled
The Warehouse Management mobile app for mobile devices supports the following receiving work creation processes:
- License plate receiving (and putaway)
- Load item receiving (and putaway)
- Mixed license plate receiving (and putaway), where the Source document line identification method field for the mobile device menu item is set to Load item receiving. For more information, see Mixed license plate receiving.
Note
In a typical receiving flow, the system generates inbound warehouse work to take quantities that are registered in the receiving location and put them away in the regular storage locations. When mobile device menu item processes with put away are used, the device instructs the worker who registered the load quantity to do the putaway work as part of the receiving task. By contrast, for the other flows that are considered "two-step" processes, the movement of the inbound inventory is typically processed by another warehouse worker. However, many different configuration options exist to control the flow. In some cases, it might not make sense to create warehouse work. In these cases, the work policies can be configured so that they don't create inbound warehouse work. In other cases, it might make sense to include an inspection/quality process.
Handle discrepancies during registration of inbound load quantities
Warehouse workers can do a partial load quantity receipt registration. Each partial load quantity receipt then creates a separate inventory transaction that has a receipt status of Registered for the registered quantity, and the lot ID refers to the originating purchase order line or inbound shipment order line.
Load under-receiving
When a load arrives, if the item quantities are less than the quantities that are stated on the load record, warehouse receiving personnel can work directly in the client to acknowledge this discrepancy by reducing the quantity on the load line so that it matches the actual quantity that arrived and was registered.
Load over-receiving
Over-receiving occurs when a load arrives, and the item quantities exceed the expected load line quantity. You can control whether and to what degree over-receiving is allowed during load registration.
Use the Load over receipt field for the relevant mobile device menu items to control what occurs when a warehouse worker tries to register an overdelivery. This field is available for mobile device menu items that use the following types of work creation processes:
- Load item receiving (and putaway)
- Mixed license plate receiving (and putaway), where the Source document line identification method field is set to Load item receiving
The following table explains the options that are available for the Load over receipt field.
| Value | Description |
|---|---|
| Allow | Workers can register the receipt of quantities that exceed the remaining unregistered quantity for a selected load, but only if the total registered quantity doesn't exceed the quantity of the order line that is associated with the load (after adjustment for the overdelivery percentage). |
| Block | Workers can't register the receipt of quantities that exceed the remaining unregistered quantity for a selected load (after adjustment for the overdelivery percentage). A worker who tries to do register the receipts will receive an error and won't be able to continue until they register a quantity that is equal to or less than the remaining unregistered load quantity. By default, the value of the overdelivery percentage on a load line is copied from the associated purchase order line. When the Load over receipt field is set to Block, the system uses the overdelivery percentage value to calculate the total quantity that can be registered for a load line. However, that value can be overwritten for individual loads as required. This behavior becomes relevant during receiving flows where some or all of the excess quantity that represents the order line overdelivery percentage is distributed disproportionally across multiple loads. Here is an example scenario:
In this scenario, a mobile device can be used to register the excess quantity for the last load only if the warehouse supervisor increases the overdelivery percentage for the relevant load line from the default value to a value that is large enough so that the full overdelivery can be registered with the final load. |
| Block for closed loads only | Workers can over-receive load line quantities for open loads, but not for loads that have a status of Received. |
Note
The default value of the Load over receipt field is Allow. When this value is used, the behavior matches the standard behavior that was available before the Over receipt of load quantities feature was introduced in version 10.0.11.
Put away the registered quantities
When registration is completed on the mobile device, the Quantity receipt registration action updates the inventory and warehouse records to indicate that the quantities are now in the receiving dock location and available for reservation. However, a company's warehouse operations typically require that the quantities be moved from the receiving dock to the regular warehouse storage, so that the subsequent picking processes can occur. Instructions for the putaway are captured in the putaway work that is automatically generated when the inbound load is registered as received.
When the warehouse worker has completed the putaway work, the system records and tracks the result by updating updates several entities, as summarized in the following table.
| Entity | Updates | Note |
|---|---|---|
| Load | The following fields are updated:
|
The Load status value is changed to In process when the worker starts the putaway task for at least one line of putaway work. |
| Inventory transactions of work that associated quantities have been put away for | The Receipt and Location fields, and other relevant fields, are updated to reflect the movement from the receiving location to the storage location. | The Receipt state value of the purchase order inventory transaction remains Registered. |
| Warehouse putaway | The Work status value is changed to Closed. |
Mark a load as receive complete
Background processes, workers, and users can run the Receiving completed process to indicate that nothing more will be registered against a specific load. Admins can schedule automatic processing by setting up a batch job as described in the following procedure. Web client users can do it by using the Load or Inbound load planning workbench page. Workers who use the Warehouse Management mobile app can do it by using a menu item that's set up with an Activity code value of Receiving completed confirmation. In addition to updating the Load status and Load receiving completed date and time fields for the load, workers and users might also be able (or required) to enter a packing slip ID and document date during the Receiving completed process (depending on how the Capture receiving completed packing slip option is set on the Warehouse management parameters page).
Follow these steps to choose how loads related to purchase orders will be finalized.
- Go to Warehouse management > Setup > Warehouse management parameters.
- Open the Loads tab.
- In the Capture receiving completed packing slip field, choose whether a user or worker needs to enter a packing slip ID when confirming that receiving is complete. Select one of the following options:
- Never – The worker or user is never required to enter a packing slip ID when confirming that receiving is complete.
- Always – The worker or user is always required provide a packing slip ID and a document date for each received shipment.
- Optional – The worker or user can choose whether to enter packing slip ID when confirming that receiving is complete. The document date can also be left blank (it automatically defaults to today's date).
- Set Load receiving completed confirmation policy for purchase orders to one of the following values:
- Disabled – Loads won't indicate whether inbound receiving is complete. With this setting, you run the risk that the Update product receipts cost update periodic task could run in the middle of an inbound registration process.
- Enabled – After the Receiving completed process is run, loads are updated with a Load receiving completed date and time value (and related shipments are assigned a Packing slip ID). The Update product receipts cost update periodic task checks for these values to make sure it only processes loads that have been completely received, which is especially important if you allow over-receiving or under-receiving.
- Enabled with auto post – This option works just like the Enabled option, but the Load status value is also updated to Received, and the Product receipt processing status field on the load becomes available for use with the subsequent Product receipt posting process. You can't use this setting if you allow multiple product receipts per load.
- If you set the Load receiving completed confirmation policy for purchase orders field to Enabled with auto post and want to the Receiving completed process to run automatically, go to Warehouse management > Periodic tasks > Receiving completed to set up the batch processing schedule. (The Receiving completed dialog box is available only when the Load receiving completed confirmation policy for purchase orders field is set to Enabled with auto post.)
Note
You can use the Load status and Product receipt processing status field values as filter criteria for the Update product receipts cost update periodic task. In addition, depending on how the Capture receiving completed packing slip option is set on the Warehouse management parameters page, the purchase order product receipt process might be able to use the recorded packing slip ID as part of the Update product receipts periodic task.
Post registered product quantities against purchase orders
After inbound product quantities are registered in the system, they become available for reservation in connection with sales and other outbound and internal operations. However, the system doesn't yet update the inventory (interim) accounts. This update can occur only when the operations team posts the registered product receipts.
To open a page where they can post a product receipt, members of the operations team can follow any one of these steps:
- Open the relevant load record, and then select the Product receipt action.
- Go to Warehouse management > Periodic tasks > Update product receipts, and then, in the Load ID field, specify the load to post.
- Open the relevant purchase order, and then select the Product receipt action.
- Go to Procurement and sourcing > Purchase orders > Receiving products > Posting product receipt job.
The Product receipt action that is available on the Load page (and on the equivalent page for the update job, the Update product receipts page) can update product receipt quantities only on purchase order quantities that have a status of Registered. However, the Product receipt action that is available on the Purchase order page can include quantities in both processing statuses (Ordered and Registered). It can also control the scope of product receipt posting through additional parameters, such as Receive now quantity and Registered quantity and services.
Only orders that have a status of Confirmed can be product receipt–posted. For non-confirmed purchase orders, the Product receipt action will appear as unavailable.
Post registered quantities from the Load page
To product receipt–post registered quantities from the Load page, the following prerequisites must be in place:
- The load must have at least one quantity unit that has a status of Registered.
- The load status must be Shipped.
- The purchase order that is associated with the load must have a status of Confirmed.
Note
If the load status hasn't been set to Shipped, the system will automatically confirm the load before it runs the product receipt update. (The load status is set to Shipped when a user registers the load's inbound shipment.)
To product receipt–post the arrival registrations that are associated with a selected load, the worker selects the Product receipt action on the Load page. The page that is opened has the following key details:
- The Quantity field in the Parameters section on the Settings tab shows the registered quantity. No other options are available here.
- The grid on the Overview FastTab lists all the purchase orders that are included in the selected load.
- The grid on the Lines FastTab lists all the order lines that have a registered quantity.
Note
Quantities for order lines that appear on the Line tab are calculated differently, depending on whether the Allow multiple product receipt per load feature is available and turned on in your version of Supply Chain Management.
| Version | Calculation |
|---|---|
| Versions before version 10.0.10, and newer versions where the Allow multiple product receipt per load feature isn't turned on | The line quantity is the total of all registered quantities for that purchase order line, regardless of whether registration was done over multiple loads, independently of the load, from a mobile device, or from the client. |
| Version 10.0.10 and later, where the Allow multiple product receipt per load feature is turned on | The line quantity is the total of all registered quantities for the load record that the Product receipt posting action was initiated from. |
When the user selects OK to confirm product receipt posting, the system does the following key updates on appropriate entities.
| Entity | Updates |
|---|---|
| Inventory transaction of the purchase order for which line quantities have been included in the posting scope | The following fields are updated (but note that there are also multiple other updates):
|
| Load that the user posted the product receipt from | Updates to the loads will depend on the version that is used and the setting of the Allow multiple product receipt per load field. The rules are described in the table that appears later in this section. |
The Allow multiple product receipt per load field lets companies choose an inbound load receiving policy. Depending on their operational flows, companies might choose to allow or disallow multiple product receipt postings for the same load. We recommend that the logistics manager set the Allow multiple product receipt per load field to one of the following values:
- No – Select this value if warehouse receiving clerks always register all order quantities that arrive with each load within a designated time frame. If any load quantities aren't registered, the system assumes that they didn't arrive or were not on the load, and therefore should not be considered part of the load. The product receipt posting that is run from a load uses the same assumption. In addition to product receipt–updating all the registered quantities (its main function), it declares the load complete and closed for additional processing. In this case, all load line quantities are automatically updated to the registered quantities, load lines that have no registered quantities are deleted, and the load status is changed to Received.
- Yes – Select this value if warehouse receiving clerks require more time to register all the quantities on the load that arrived, but, in the meantime, you must product receipt–post the quantities that have already been registered. In this case, the logistics manager will want to keep a load open even after the product receipt posting job is run, so that remaining load quantities can be registered and product receipt–updated to the ledger on an ongoing basis.
- Prompt – Select this value if your load receiving practices are mixed, and a decision is required each time that product receipt posting is run.
The following table summarizes the effects of the Allow multiple product receipt per load setting.
| Allow multiple product receipt per load | Load quantity | Load status | Note |
|---|---|---|---|
| When this field isn't available (versions before 10.0.10) | The load quantity is set so that it equals the registered quantity. If the load quantity is updated to 0 (zero), which means that no registration has been done, the load line is deleted. If there are no load lines on the load, the load is deleted. |
Received | If multiple loads exist for the order line's registered quantity, only the status of the load that the receipt was posted from is updated to Received. |
| No | The load quantity is set so that it equals the registered quantity that is associated with the load ID. If no load ID is recorded for the inventory transaction, the behavior matches the behavior in versions before 10.0.10. |
Received | |
| Yes | No updates | Received, if the total registered load quantity is equal to or more than the load quantity | |
| Yes | No updates | Shipped or In process, if the total registered load quantity is less than the load quantity |
After the Load status field is set to Received, no more product receipt postings can be done for that load. However, the worker can register the remaining order quantity against the received load under the following conditions. (For more information, see the Load over-receiving section earlier in this article.)
- The version of Supply Chain Management is older than version 10.0.11.
- The Over receipt of load quantities feature is turned on, and the Load line quantity over receipt field on the mobile device menu item for the load item receiving action is set to Allow. (As of Supply Chain Management version 10.0.32, the Over receipt of load quantities feature is turned on by default. As of Supply Chain Management version 10.0.36, this feature is mandatory and can't be turned off.)
To product receipt–post additional registered load quantities against a load that has a status of Received, the user must run the posting action from the associated purchase order.
Post registered quantities from the Purchase order page
To product receipt–post registered quantities from the Purchase order page, the user completes the following tasks before they select the Product receipt action:
- Set the Quantity field in the Parameters section on the Settings tab to Registered quantity.
- In the Product receipt field, enter the numbers of the purchase orders that are included in the posting.
Note
The line quantity that will be included in the posting scope is the total of all registered quantities for the order line, regardless of whether quantity registration has been done over multiple loads, independently of the load, from a mobile device, or from the client. The same rule applies when product receipt posting is run from a load, if it's done where the Allow multiple product receipt per load field either isn't available or isn't enabled.
When the user selects OK to confirm product receipt posting, the system does the following key updates on appropriate entities.
| Entity | Updates |
|---|---|
| Inventory transaction of the purchase order for which line quantities have been included in the posting scope | The following fields are updated (but note that there are also multiple other updates):
|
| Load | Updates to the loads depend on whether the Allow multiple product receipt per load field is available and enabled. The rules are described in the next table. |
The following table summarizes the effects of the Allow multiple product receipt per load setting.
| Allow multiple product receipts per load | Load quantity | Load status | Note |
|---|---|---|---|
| When this field is either disabled or unavailable (in versions before 10.0.10) | No updates | No updates are done. (The status remains Open, Shipped, or In process.) | Because the product receipt posting is initiated from a purchase order, the updating logic doesn't have information about the association between the registered quantities within its scope and the loads that the registration was recorded against. Therefore, it can't select the load for the status update. |
| Enabled | No updates | One of the following actions occurs:
|
Select the appropriate product receipt posting option for your logistics operations
As was previously described, the system offers two product receipt posting options. The options can be accessed in the following places:
- On the Load page, or from the Warehouse management > Periodic tasks menu as an update job
- On the Purchase order page, or from the Procurement and sourcing > Purchase orders > Receiving products menu as an update job
Companies that use loads to plan and manage transportation and warehouse handling of their inbound orders are advised to use the following functions, which are designed to work with loads:
- Load item receiving actions on their warehouse mobile devices, to register the product quantity arrival against the load
- Product receipt posting actions that are initiated from a load, to update the inventory ledger
Note
Other quantity registration and product receipt posting functions can be used to support the corresponding inbound operational processes. However, if you use them interchangeably with or instead of the dedicated load-focused functions, you might compromise the data accuracy of the load records and therefore the seamlessness of the load management flows.
Example scenarios
Prepare your system to run the sample scenarios
To work through the sample scenarios that are described in this section, you must first make sure that all the required features are turned on for your system. The required demo data must also be available in the system.
Turn on the required features
These scenarios require the Multiple product receipt postings per load feature and its prerequisite feature. Admins can turn on those features by following these steps.
- Open the Feature management workspace. (For complete details about how to find and use this workspace, see Feature management overview.)
- Make sure that the Associate purchase order inventory transactions with load feature is turned on in Feature management. As of Supply Chain Management version 10.0.21, this feature is mandatory. Therefore, it's turned on by default and can't be turned off.
- Make sure that the Multiple product receipt postings per load feature is turned on in Feature management. As of Supply Chain Management version 10.0.36, this feature is mandatory. Therefore, it's turned on by default and can't be turned off.
Enable sample data
To work through these scenarios by using the specified sample records and values, you must be using a system where the standard demo data is installed. You must also select the USMF legal entity before you begin.
Add a menu item for receiving load items when a mobile device is used
Before warehouse receiving clerks can use a mobile device to register inbound inventory that is linked to a load, you must create a mobile device menu item for that purpose.
In this section, you will create a mobile device menu item and add it to an existing menu. A warehouse worker can then select the menu item in the Warehouse Management mobile app.
Go to Warehouse management > Setup > Mobile device > Mobile device menu items, and make sure that your mobile device menu includes a menu item that has the following settings:
- Mode: Work
- Work creation process: Load item receiving
- Generate license plate: Yes
You can leave all other settings at their default values.
For more information about how to set up mobile device menu items, see Set up mobile devices for warehouse work.
After you've finished setting up the menu item, go to Warehouse management > Setup > Mobile device > Mobile device menu, and add it to the menu structure for your mobile devices.
Example scenario 1: Register a load where some items are missing
This scenario shows how to register quantities for an inbound load where not all the expected quantities are present. It then shows how to post the product receipt for the purchase order.
Create a load to plan receipt of a purchase order
In this procedure, you will manually create a purchase order and an associated load. You will then update the load to simulate that it has been shipped from the vendor (which updates the load status). Warehouse planners can then filter loads by Load status to find expected incoming loads.
Go to Procurement and sourcing > Purchase orders > All purchase orders.
Select New.
In Create purchase order dialog box, set the Vendor account field to 1001.
Select OK to close the dialog box and create the purchase order.
The new purchase order already includes a line under Purchase order lines. Set the following values for this line:
- Item number: A0001
- Warehouse: 24
- Quantity: 10
On the Action Pane, on the Purchase tab, select Actions > Confirm. The order status is now Confirmed.
On the Action Pane, on the Warehouse tab, select Actions > Inbound load planning workbench.
On the Inbound load planning workbench page, on the Action Pane, on the Supply and demand tab, select Add > To new load.
In the Load template assignment dialog box, set the Load template ID field to 20' Container.
Select OK to close the dialog box and return to the workbench.
In the Loads section, select Load ID to open the newly created load.
Review the load header and line details, and notice the following points:
- On the Load FastTab, the Load status field is set to Open.
- In the Load lines section, there is a single line where the Quantity field is set to 10 and the Work created quantity field is set to 0 (zero).
On the Action Pane, on the Ship and receive tab, select Confirm > Inbound shipment. Notice that the Load status has changed to Shipped.
Make a note of the Load ID value, so that you can use it in the next procedure.
Register receipt of the quantities that arrived on the load
When the load arrives at the warehouse receiving dock, a receiving clerk registers the load quantities on a mobile device.
Use your mobile device to sign in to warehouse 24. (In the standard demo data, sign in by using 24 as the user ID and 1 as the password.)
Select the Load item receiving menu item that you created for this scenario.
Follow the data entry instructions on the screen to enter the following values. (The order might vary, depending on the mobile device or emulator that you're using.)
- Load – Enter the load ID that you created in the previous procedure.
- Item – Enter A0001, which is the item that is expected for this load.
- Qty – Enter 9 as the actual quantity that is present on the load. Note that this quantity is less than the expected quantity.
Continue to go through the workflow, leaving all other fields blank or set to their default values, until your device informs you that the work is completed.
The load receiving task is now completed, and the receiving clerk can move on to their next task. However, warehouse receiving personnel will eventually review the load record and will be able to see that the received quantity was less than the expected quantity. They will then complete the following procedure by using the web client.
Go to Warehouse management > Loads > All loads.
In the list, find the load that you just received. (You might have to select the Show closed check box to include the inbound loads that have a load status of Shipped.) Then select the link in the Load ID column to open the load.
In the load record, notice that the Load status value remains Shipped, but the Work created quantity value on the load line has changed to 9.
Go to Procurement and sourcing > Purchase orders > All purchase orders.
In the list, find the purchase that you just received, and then select the link in the Purchase order column to open the order. \
On the Purchase order lines FastTab, select Inventory > View > Transactions.
Review the details of the two purchase order transactions. (You might have to personalize the Inventory transactions page to see the Load ID field to the grid.) You should see two transactions:
- The transaction that has a receipt in Registered status represents the registration quantity of 9 that was run against a specific load by using the mobile device. The Load ID is associated with the transaction in question.
- The transaction that has a receipt in Ordered status represents the remaining unregistered order line quantity of 1.
Product receipt–post the registered load quantities against purchase orders
In this procedure, you will product receipt–post the inventory that you registered for a load. As a result, the received inventory and its related costs will be added to the company's general ledger.
Go to Warehouse management > Loads > All loads.
In the list, find the load that you received. (You might have to select the Show closed check box to include the inbound loads that have a load status of Shipped.) Then select the link in the Load ID column to open the load.
On the Action Pane, on the Ship and receive tab, select Receive > Product receipt. If you're prompted to confirm the action, select Yes.
In the Posting product receipt dialog box, on the Lines FastTab, inspect the grid. You should see the purchase order line for which the quantity has been registered against the selected load.
Note
In versions where the Multiple product receipt postings per load feature isn't available or isn't enabled, the default quantity that is shown in the Load lines grid will be the total quantity that has been registered across all loads that are associated with the purchase order line.
On the Overview FastTab, inspect the Product receipt field in the grid. Notice that it's to set to a number that includes the ID of the selected load.
Select OK to post the product receipt and close the Posting product receipt dialog box.
You're returned to the load details. Notice the following points:
- The Load status field is now set to Received.
- On the load line, the Quantity value for the load has changed from 10 to 9 pcs to match the registered quantity, but the Work created quantity value remains 9.
If the purchasing team doesn't expect the vendor to deliver the remaining order quantity of 1, it can close the order by updating the line's delivery remainder to 0. However, if it's soon found that the missing piece arrived on the original load, warehouse personnel can perform one of the following actions:
Register the quantity against the same load. In this case, the Load status field will be reset to Shipped, and the Work created quantity value will be updated to 10. This choice is available only in the following situations:
- The Over receipt of load quantities feature isn't available or isn't enabled. (As of Supply Chain Management version 10.0.32, the Over receipt of load quantities feature is turned on by default. As of Supply Chain Management version 10.0.36, this feature is mandatory and can't be turned off.)
- The Over receipt of load quantities feature is available and enabled, and the Load line quantity over receipt field is set to Allow. (As of Supply Chain Management version 10.0.32, the Over receipt of load quantities feature is turned on by default. As of Supply Chain Management version 10.0.36, this feature is mandatory and can't be turned off.)
Add the quantity to a new or existing load, and process it in the usual way.
Register and/or receive the quantity in a way that doesn't involve load handling.
Example scenario 2: Register quantities that arrive on multiple inbound loads where some items are missing
In this scenario, an inbound shipment that is related to a single purchase order line will be split into two loads. For example, a purchase order line might be split into multiple loads because of physical load constraints on weight and/or volume.
This scenario also shows how to process multiple product receipt postings for the same load. You will register quantities that arrive on multiple inbound loads, but the quantities won't match the expected quantities. The cost updates that occur via the product receipt posting will be done multiple times for the same load.
Set up load receiving policies
In this procedure, you will enable multiple product receipt postings from the same load.
- Go to Warehouse management > Setup > Warehouse management parameters.
- On the Loads tab, set the Allow multiple product receipt per load field to Yes.
Create two loads to plan receipt of a purchase order
In this procedure, you will create a purchase order and two loads. You will then manually update each load to simulate that it has been shipped by the vendor (which updates the load status). Warehouse planners can then filter loads by Load status to find expected incoming loads.
You will also learn how to set the purchase order line so that you can receive a quantity that is 20 percent more than the quantity that is specified for the line.
Go to Procurement and sourcing > Purchase orders > All purchase orders.
Select New.
On the Vendor FastTab, set the Vendor account field to 1001, and then select OK.
Your new purchase order is opened and includes a blank line in the Purchase order lines grid. Set the following values for this order line:
- Item number: A0001
- Warehouse: 24
- Quantity: 10
On the Line details FastTab, on the Delivery tab, set the Overdelivery field to 20.
On the Action Pane, on the Purchase tab, select Actions > Confirm. The order status is now Confirmed.
On the Action Pane, on the Warehouse tab, select Actions > Inbound load planning workbench.
On the Inbound load planning workbench page, on the Action Pane, on the Supply and demand tab, select Add > To new load.
In the Load template assignment dialog box, set the Load template ID field to 20' Container. On the Details tab, change the Quantity value from 10 to 5 to partially add the purchase order line quantity.
Select OK to apply your settings and close the dialog box.
Repeat steps 8 through 10 to create a second load. This time, the Quantity field should already be set to 5.
On the Inbound load planning workbench page, in the Loads grid, select the Load ID value for the first load that you created. The Load details page appears and shows the selected load. Follow these steps:
- On the Action Pane, on the Ship and receive tab, select Confirm > Inbound shipment.
- Notice that the Load status value has changed to Shipped.
- Select the close button to return to the Inbound load planning workbench page.
Repeat the previous step for the second load that you created.
Make a note of the two Load ID values that appear in the Loads grid.
Register partial receipt of the quantities that arrived on the first load and post the registered load quantities
When loads arrive at the warehouse receiving dock, a receiving clerk registers the load quantities on a mobile device. The registered inventory that is linked to a load is then cost-updated in the company's general ledger by posting the purchase order product receipt, based on the load.
This procedure shows how a receiving clerk will register load quantities on a mobile device.
Use your mobile device to sign in to warehouse 24. (In the standard demo data, sign in by using 24 as the user ID and 1 as the password.)
Select the Load item receiving menu item that you created for this scenario.
Follow the data entry instructions on the screen to enter the following values. (The order might vary, depending on the mobile device or emulator that you're using.)
- Load – Enter the first load ID that you created in the previous procedure.
- Item – Enter A0001, which is the item that is expected for this load.
- Qty – Enter 3. Note that this quantity is less than the expected quantity. For this scenario, imagine that you, as the receiving clerk, don't have time to register all quantities for this load. Later in this procedure, you will register the remaining pieces by repeating this step and setting the Qty field to 2.
Continue to go through the workflow, leaving all other fields blank or set to their default values, until your device informs you that the work is completed.
In the web client, go to Warehouse management > Loads > All loads.
In the list, find the load that you just received, and select the Load ID value to open the load. Notice that the Load status value remains Shipped, but the Work created quantity value on the load line has changed to 3.
On the Action Pane, on the Ship and receive tab, select Receive > Product receipt. If you're prompted to confirm the action, select Yes.
In the Posting product receipt dialog box, review but don't change the values that are shown, and then select OK.
You're returned to the Load details page for your selected load. Notice the following points:
- The Load status field remains set to Shipped.
- On the load line, the Quantity value for the load remains 5 pcs, which is the original load quantity, and the Work created quantity value remains 3.
Complete the registration of the remaining quantity on this load by repeating this procedure. However, in step 3, set the Qty field to 2.
The receiving task for the first load is now completed. Two product receipt journals have been created, one for each of the two product receipt updates that you ran.
Register receipt of the quantities that arrived on the second load and account for the overdelivered quantity
For this scenario, the receiving clerk will inbound-register a quantity that exceeds the quantity that exists on the load. Over-receiving will be permitted because the system is set up to allow overdelivery.
Use your mobile device to sign in to warehouse 24. (In the standard demo data, sign in by using 24 as the user ID and 1 as the password.)
Select the Load item receiving menu item that you created for this scenario.
Follow the data entry instructions on the screen to enter the following values. (The order might vary, depending on the mobile device or emulator that you're using.)
- Load – Enter the second load ID that you created earlier.
- Item – Enter A0001, which is the item that is expected for this load.
- Qty – Enter 7, which is the remaining quantity that the vendor is authorized to deliver as part of total purchase order quantity of 12 (where 10 is the original order quantity, and 2 is the allowed overdelivery quantity of 20 percent). Remember that 5 pcs have already been registered against the first load.
The second load has now been updated with the quantity of 7 and can be product receipt–updated based on this quantity.
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