Create Receipt

Overview

Select the Inbound Movement drop-down in the left-hand panel.

Create an inbound receipt for goods that have been received in a shipment.

Receipts capture the details of the business transaction including what products are being received, where they were shipped from, why they were shipped (e.g. because they were purchased, transferred, or returned), view and record exceptions, if any, in addition to any country-specific pieces of regulatory information such as a product's tax exemption code.

Getting Started

To efficiently create a receipt, have easy access to the shipment data that requires the receipt.

The serial numbers must be in a "Pending Receipt" or "Shipped" state to complete this function.

A serial number transitions to the Pending Receipt state if the party performing the receipt sends a shipping event to the Serialized Operations Manager app to inform the Serialized Operations Manager app Owner of the receipt.

When scanning, entering, or uploading a file to populate serial numbers, each number must be:

  • On a separate row.
  • Without any special characters.
  • In one of the formats below:

Used for:

  • Items
  • Innerpacks
  • Bundles
  • Cases and Shippers

The format is the AI(01)(21) serial number in barcode format:

  1. First is the 01 Application Identifier
  2. Followed by the GTIN-14 number
  3. Followed by the 21 Application Identifier
  4. Followed by the serial number

    Example: 010088202401033921725368249416

Used for:

  • Pallets
  • Mixed cases

The format is the AI(00) serial number in barcode format:

  1. First is the 00 Application Identifier
  2. Followed by the SSCC-18 code

    Example: 00008820200000050254

Used for:

  • Items
  • Innerpacks
  • Bundles
  • Cases and Shippers

The format is the full 20-digit China serial number, as in this example: 81102302020117515452

Watch how to preserve leading zeros!

Receipt functions support incrementally receiving partial receipt information (e.g. order details, picked items) in different receipt messages against the same delivery number.

Tabs on this Screen

  1. Enter Receipt Information
  2. Order Item Information
  3. Enter Serial Numbers

Available Actions

  1. Enter a Delivery Number in the text field.
    The Delivery Number must not contain only special characters.
  1. Select a Receipt Date from the date picker.
  2. Select a Receipt Type from the drop-down.
  3. Select the Correcting Voided Receipt checkbox.
    • Enter a Voided Delivery Number in the text field.
  4. Select the Receive Transfer Without Corresponding Shipping Event checkbox.
  5. Enter a Ship From Country Code in the type-ahead field.
  6. Enter a Ship to Country Code in the type-ahead field.
  7. Enter a From Business in the type-ahead field.
  8. Enter a To Business in the type-ahead field.
  9. Enter a Ship From Location in the type-ahead field.
  10. Enter a Ship To Location in the type-ahead field.
  11. Enter an Entry Port in the text field.
  12. Enter an Exit Port in the text field.
  13. Enter a Transportation Carrier in the type-ahead field.
  14. Select the Add Another link to add a Transaction ID.
    1. Select an Identifier Type from the drop-down.
    2. Enter an Identifier Value in the text field.
    3. Select a Document Date from the date picker.
  15. Select a Contract Type from the drop-down.
  16. Enter a Contract Number in the text field.
  17. Select a Supply Type from the drop-down.
  18. Select a Funding Source from the drop-down.
  19. Select a Removal from Circulation Reason Code from the drop-down.
  20. Enter any Comments in the text field.
  21. Select one of the following:
    • Select the Save for Later button to save the information and return to the View Receipts screen.

      The confirmation message "Delivery [Delivery Number] has been saved." displays at the top.

    • Select the Next > button to continue.
  1. Select an option from the Allow Short Verification Count drop-down.
  2. Select the Add Another link to add an Order Item.
    1. Enter a Product Code in the type-ahead field.
    2. Enter a Quantity in the text field.
    3. Enter a Lot Number in the text field.
    4. Select an Expiration Date from the date picker.
    5. Enter a Unit Price in the text field.
    6. Enter the VAT (Value Added Tax) in the text field.
    7. Enter the Gross Price in the text field.
    8. Enter a Currency Code in the type-ahead field.
    9. Select an option from the Serialized drop-down.
    10. Select a Transaction ID from the drop-down.
    11. Select the Add Another link to add another Transaction ID.
  3. Select one of the following:
    • Select the Save for Later button to save the information and return to the View Receipts screen.

      The confirmation message "Delivery [Delivery Number] has been saved." displays at the top.

    • Select the < Back button to return to a previous step.
    • Select the Next > button to continue.
    • Select the Submit button.

      The View Receipts screen displays. The confirmation message "Delivery [Delivery Number] submitted." displays at the top.

  1. Enter a Warehouse Operator in the text field.
  2. Select a Delivery Inspection status from the drop-down.
  3. Select a Delivery Inspection Date from the date picker.
  4. Enter a Delivery Inspection Note in the text field.
  5. Select an Aggregation Inspection Status from the drop-down.
  6. Select the Delivery Complete checkbox, as necessary.
  7. Enter the Serial Numbers in one or both of the following fields:
    • In the Enter By List field:
      • Select Upload Serial Numbers from File:
        1. Select the Choose File button.
        2. Browse for and select the desired CSV file.

          3. The CSV file must be smaller than 50MB and cannot contain headers. Only 1 file can be uploaded per session.

        or

      • Select Scan Serial Numbers:
        • Enter the serial numbers in the text field (limit of 30,000 characters).

          or

        • Scan the serial numbers in the text field (limit of 30,000 characters) with an Edge device.
  8. Select the Automatically disaggregate serial numbers that are aggregated to another number checkbox, as necessary.
  9. Select the Register Unknown Serial Numbers checkbox.
  10. Select one of the following:
    • Select the Save for Later button to save the informationand return to the View Receipts screen. This button is disabled if the Delivery Complete checkbox is selected.

      The confirmation message "Delivery [Delivery Number] has been saved." displays at the top.

    • Select the < Back button to return to a previous step.
    • Select the Submit button.

      The View Receipts screen displays.The confirmation message "Delivery [Delivery Number] has been saved." displays at the top.

Error Messages

Errors either display at the top of the screen or are found in Info Exchange (may vary):

Error Message Description
Delivery [ Delivery Number] has already been processed. The Delivery Number is already in use.
Delivery <Delivery Number> from Sender <From Business> and Location <Ship From Location> has already been processed. If a shipping event was sent to the Serialized Operations Manager app and the same Delivery Number from the shipping event was used to receive against that delivery, this error results if the non-unique Ship From Location and From Business were used.
No matching location name or identifier found. The transportation carrier does not exist.
No countries by that name found. The ISO country code and/or country name is invalid.
No matching business name or identifier found. The business name or identifier is invalid. Check Master Data for more information.
No matching location name or identifier found. The location name or identifier is invalid. Check Master Data for more information.
Cannot perform operation on serial number [serial number] in delivery [delivery number] with item state [item state]. This operation can only be performed when the serial number is Available. One or more serial numbers included in the receipt do not have an Item Status of Available and the Receive Transfer Shipment Without Corresponding Shipping Event checkbox is selected.

Errors either display at the top of the screen or are found in Info Exchange (may vary):

Error Message Description
Order Items must be specified when Ship From Country is KR. If the Ship From Country is Korea and at least one row in the Order Items table is not available when selecting Submit, the error results.

Errors either display at the top of the screen or are found in Info Exchange (may vary):

Error Message Description
Serial number [Serial Number] does not exist. The serial number does not exist.
Cannot perform operation on serial number <serial number> with serial number state <serial number state>. This operation can only be performed when the serial number is <List of serial number states separated by or's>. The serial number is not Commissioned, which is a requirement for this operation.
Cannot perform operation on serial number <serial number> with item state <item state>. The Item state must be Available. The serial number is not in a null, Shipped, or Received Item Status, which is a requirement for this operation.
Serial Numbers with Recalled status cannot be shipped. One or more serial numbers included in the shipment have a Reason Code of Recalled, and the shipment's Sale Type is Sale - In Country or Sale - Export.
Order Item Number must be specified for all serial numbers if included.

Order Item Number, if included, must be specified for all serial numbers. Else, order item number must not be specified for any serial numbers that are entered.

This is a requirement for associating purchase orders with their specific serial numbers when purchase orders are enabled to be associated with their serial numbers in the Configure Published Services Settings screen.
The quantity provided for Order Item Number <Order Item Number> does not match the quantity of serial numbers entered with the order item number.

Quantity provided for Order Item Number should match the quantity of serial numbers entered with the order item number.

This is a requirement for associating purchase orders with their specific serial numbers when purchase orders are enabled to be associated with their serial numbers in the Configure Published Services Settings screen.
The product information in the order item does not match the information associated with one or more serial numbers entered with Order Item Number <Number>.

The product information and the corresponding order item numbers provided should match the information provided during the order item number definition.

This is a requirement for associating purchase orders with their specific serial numbers when purchase orders are enabled to be associated with their serial numbers in the Configure Published Services Settings screen.
Expected [Quantity] for Item [Item Code], Lot [Lot Number] but [each-level Serial Number Count] item serial numbers were found.

The serial numbers received are verified against the quantity specified in the order item details.

This is a requirement for incrementally receiving serial numbers.

When incrementally receiving serial numbers, if the quantity of serial numbers received:

  • Is less than or equal to the quantity of serial numbers specified in the order item details and Delivery Complete is False, the serial numbers are received and the status of the receipt remains Unsubmitted.

  • Is greater than the quantity of serial numbers specified in the order item details and Delivery Complete is False, the error message displays and the serial numbers are not received.

  • Does not match the quantity of serial numbers specified in the order item details and Delivery Complete is True, the error message displays and the serial numbers are not received.

  • Matches the quantity of serial numbers specified in the order item details and Delivery Complete is True, the serial numbers are received and the status of the receipt is changed to Submitted.