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. Set the configuration for separate processes if, for example, goods are unloaded and verified on the dock and then subsequently put-away by forklift. Upon delivery of the goods by the vendor, using the WMS system for PO Receiving, warehouse personnel can verify the quantities received line by line. When done. the PO has a sub-status of V indicating Qty Verified. Using the WMS Put-Away menu the goods may now be put-away. When done the PO lines will have a sub-status of P indicating Put-Away. 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 Separate Put-Away=Y means that Qty Verification and Put-Away happen separately
- Because Separate Put-Away=Y we have a two-step process
- Create PO C3736 in Accolent ERP
PO Quantity Verification in WMS
- Select WMS Receive PO menu, then open the PO No lookup and select PO C3736
- Click Receive PO, to bring up the PO Screen
- Click on the Product Search button to bring up line items on the Select Product screen
- Step 1 – Select Product to receive (e.g., select Line 1) which brings up the PO Line Item screen and receive quantity of 5
- Step 2 – Save brings up Location screen which defaults the Qty Rec’d to the Primary Location
- Step 3 – Click Save to accept the Primary Location, which populates to the grid; otherwise, another Location can be selected now
- Step 4 – Click Process to complete the line and return to PO Screen
- If there are additional lines on the PO, click on Search button again to display remaining PO Lines; as a PO Line is completed it disappears from the List – Line 1 is already gone
- Repeat Steps 1 through 4 for each PO line
- When all lines are received, click Process to bring up the PO Summary
- Review then click Process again to complete Qty Verification for the PO
- Click OK to complete
- Go to Accolent ERP, select the Receive POs menu then open C3736
- Qty Rec’d shows quantity of 5 verified and product now shows status of Qty Verified
PO Put-Away in WMS
- Select Put-Away menu in WMS
- Look up shows POs that have status Verified and select PO C3736
- Select Line 1 to put-away brings up the PO Location screen that shows the quantity previously saved to the Primary Location
- If the Primary Location is the desired Put Away Location user can just click Process
- More typically, with a two-step PO Receipt process, the Primary Location will be set to something like “Staging”
- In this case, first delete the Quantity in the Primary Location, this restores the quantity to the Bal Qty field
- Then click in the Location Code field to see a dropdown of all Locations associated with this product
- Either select from the dropdown or scan or enter a new Location
- For example, scan or enter new Location A4-R4-S4-B4 that is not already associated with this product
- Enter or scan Quantity of 5 and click Save to add to the grid
- Then Process to record this Location
- Line 1 now has status of Put-Away
- Continue in the same way until all lines are put-away
- In this case, since there is only one line, the PO has been completed
- Click OK on the pop-up
Complete PO Receipt in Accolent ERP
- Now go to Accolent ERP select the Receive Purchase Orders menu and open PO C3736
- All lines have status of Put-Away
- Locations screen shows the new location entered from WMS and the Qty Rec’d
- Now Save the PO and then Process Landed Costs to complete PO Receipt and update all records
- Look up Product Ledger Card
- Received Qty of 5 on PO C3736 for ending quantity of 14
- Look up Locations screen
- New Location A4-R4-S4-B4 added from WMS was added to the product and shows Qty of 5 received
