The Accolent WMS system allows for Receiving a PO that was previously entered into Accolent ERP. There is a system configuration that specifies whether PO quantity verification and put-away happen together or separately. The default is that both processes happen together. Upon delivery of the goods by the vendor, using the WMS system, the warehouse personnel can receive the PO line by line. For Location-tracked products the receiving clerk will be required to select from Locations associated with the product or can add a new Location. When all line items have been received the system will automatically update all the PO line items to the status of received and update all the product Locations. The PO will need to be saved in Accolent ERP and any Landed Costs added to complete the PO Receipt process and update all the records.
Create a PO in Accolent ERP
- Go to Settings > System Configuration (Config ID 137) and set whether Qty Verification and Put-Away happen separately or not; the default is that both processes happen together
- Create PO No C3014 in Accolent ERP
WMS PO Receiving
- Login to WMS on the handheld device
- Select Receive PO menu
- Enter, scan or lookup the PO No of the PO to be received or search using the lookup
- Click on the hyperlink to select or enter PO No C3014 to be received
- The selected PO is retrieved and displayed on the screen
- To start the PO receiving process, click the Receive PO button
- Note: Location-tracked products cannot be auto received
- Click Process, then scan or enter the Product Code or PO Line Item to Receive
- E.g., select B54486S-A from the list to open the PO Line Item screen
- Scan or enter Qty Received and click Save brings up the Location screen
- Click in the Location field which shows all Locations associated with this Product
- Select Location A4-R3-S2-B4
- Scan or enter Quantity for selected Location and Save
- Then click Process
- Click on Product lookup – first line item on the PO has been received and so has disappeared
- Continue in the same way for each product until all lines are received
- Once all line items have been received click Process again to complete, which will bring up the PO Summary
- Verify then click Process
- Brings up the PO Received pop-up indicating that PO No C3014 was successfully updated
- Click OK
Complete PO Receipt in Accolent ERP
- Go to Receive Purchase Orders in Accolent ERP and select PO C3014 and save
- This will give the user the opportunity to add any Landed Costs if needed
- Then click Process to complete receipt of PO C3014
- PO C3014 is marked as closed in Accolent ERP
- For each of the line items on the PO, the Ledger Card has been updated
- As has the Location screen
