Module Description

This feature allows, through a specific setup, to make receipts with quantities greater than those entered in the purchase line or to automatically pay the order line.

The setup can be set on various levels for both supplier and item and allows the management of % tolerance for excess or defect.

Setup

To enter the setup, look for “Reception Tolerances”:

Click on 'New':

The setup can be entered with different levels of detail:

• For supplier :
  By filling in only the Supplier No. field, the specified tolerances will be applied to all loads relating to that supplier regardless of any other parameters (Item code, Variant, categories). 
  
• By Category Warehouse Registration or Item Category :
  Tolerances entered within a setup in which one of these two fields is filled in will be applied to all items belonging to them regardless of the order header supplier. 
  
• By Item or Variant Code:
  These two fields are strongly interconnected.
  If you choose to fill in only the Item No., all variants associated with them will be subject to the setup tolerances.
  The setup may be more specific if the Variant Code is also entered.
  It is not possible to enter a tolerance setup with the Variant Code populated and the Item No. empty.

All the fields listed above can be combined with each other.

For example, you can create setups for Supplier / Item / Variant code or Supplier / Item category.

Setup Excess Quantity

Activate the “Accept excess quantities” flag:

Through the 'Excess mode' field you can decide the type of excess allowed:

• Unlimited :
  allows you to receive an unlimited quantity in excess of what you entered on the purchase line.
• Percentage :
  it is possible to choose a percentage within which the system allows to “exceed” the quantity ordered. Beyond this percentage the receipt will be blocked.

If the 'Percentage' option is selected, the system will display the 'Percentage in excess' field where it will be possible to enter the tolerance percentage:

Setup Reduced quantity

Activate the “Accept reduced quantity” flag:

Then enter the percentage within which the system should close the relevant purchase line in the 'Percentage of missing quantity' field.

Functionality

Excess reception

Considering this setup:

And the order is thus inserted:

The system will allow me to receive the first line up to a maximum of 110 L, while the second line cannot receive more than what is entered in the 'Quantity' field.

For example, if you populate the 'Quantity to receive' on the first line with 120 L or the second line with 26 PZ, the system will show an error:

By entering 110 L in the first line, the system will revalidate the quantity ordered with what was entered in the quantity to be received, reporting the original quantity of the order in the field of the same name:

In case you want to change the quantity to be received (provided it is within the tolerance) before recording the load, the original quantity will no longer be changed:

In case the setup is 'Unlimited' it will be possible to insert a quantity infinitely greater than that of the order line:

The setup also works on locations with an active warehouse.

Updating the quantity in line will work the same way when changing the quantity to receive on the warehouse receipt:

If no setup has been done for a supplier or item and you try to load more than what has been entered into the order line, the system will display this warning:

Clicking yes will allow you to continue receiving.

Reception in short supply

Instead, doing a setup like this for reduced receptions:

And a purchase order entered like this:

The system will not allow me to upload more than 50 PCS for each line, but in case a quantity 20% less than the ordered quantity is received, the system will automatically pay for the line, setting the closed line flag.

Therefore, by inserting a quantity between 40 and 49 in the quantity to be received, when registering the load the system will activate the aforementioned flag, cancelling the outstanding quantity:

The setup also works on locations with active warehouse