# Presentation: 674653

## Lesson 24: : Purchase Orders and Requisitions

## Steps for Inbound Process

- Purchase Orders/Requisitions are created using the console
- Purchase Orders/Requisitions can be received and reported at console or using an AIT device. Note: If receiving items via the AIT device the pricing information can not be updated.
- Material movement is done as items are put away
- Putaway can be confirmed at the console or using an AIT device .

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## Creating an Inbound Order - 1 

- Select Create Inbound Order from the Inbound drop-down menu

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## Create Inbound Order Screen

- Seller ID can be entered or searched

- PO number can be user entered or if left blank
- it will be system generated when order is created.

- Optional fields: Requisition #, Priority Code, Order Name, Customer Account Code

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## System Generated PO and User Entered PO

- System Generated PO #

- User Entered PO #

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## Creating an Inbound Order - 4

- After Creating the Order, Line Items can be added.
- Click ‘New’ to open lines for entry

- Select a Service from the drop down

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## Creating an Inbound Order - 5

- Items may be identified by NSN or by Item ID
- Not all Items have NSNs

- Enter Item ID or NSN and tab
- out of field for item
- information to fill.

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## Creating an Inbound Order - 6

- Save the Order

- Confirm the Order

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## PO Process  for GSA as the vendor

- Enter GSA seller ID and other appropriate fields.
-                                                  Click on Create Order.

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## Inbound Order Detail – GSA PO

- Click on hyperlink – Show FSS Order Details

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- Enter the appropriate information required for a GSA order and enter items ordered.  Process PO as discussed earlier.

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## Receiving an Inbound Order via the Console

- Receiving for this system is confirming arrival of materials.
- This is done for an order
- Workers can use a paper list to confirm the items and quantities and then the Receipt is completed at the console afterward.

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## Receiving an Inbound Order - 1

- The ordered items are received at the dock, and the Order needs to be opened again.  Click on the Inbound Order Console from the Inbound Menu to find the appropriate inbound order.

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## Receiving an Inbound Order - 2

- On the Search Screen provide the Order Number (or part of it)
- This narrows the search
- Select your Order to see Inbound Order Detail

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## Receiving an Inbound Order - 3

- Click on Report/Record Receipt

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## Receiving an Inbound Order - 4

- Enter the Receiving Dock on the Start Receipt Dialog Box
- Click Save

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## Receiving an Inbound Order - 5

- Receiving Quantity can be accepted or edited.  The Receiving Price can be accepted or edited.
- Click on SAVE.  Move tasks have now been created.

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## Receiving an Inbound Order - 6

- Receipt can be closed at users discretion.
- Status for the order changes to Received. Received status does not allow for any modifications to the Receipt.

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## Putaway

- Orders are put away using an AIT device or manually using paper move orders
- Move orders can be confirmed using the AIT device or at the console

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## Putaway via the Console - 1

- To view or confirm the task 0pen the Move Request Console from the Inventory Menu

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## Putaway - 2

- On the Search Screen, change the search criteria to ‘By Reference’ from the drop down.

- Activity Group – Receipt.
- Shipment # - Contains – enter
- part or all of the PO #
- Click on SEARCH

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## Putaway - 3

- Check the box to the left of your Move Request
- Click View Tasks at the upper left
- This takes you to the task list

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## Putaway - 4

- Click on the Task ID for the task to be completed and click on
- View Details.
- Note in this example the first task is a summary task that will be completed automatically when the tasks under it are complete

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## Putaway - 5

- Click ‘Complete’ to mark the task as complete

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## Putaway - 6

- That brings up the ‘Complete Task’ Dialog
- Make any adjustments that are required to the Task Details i.e. change to the Target Location.
- Click Save

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## Putaway - 7

- The Tasks Are now marked as ‘Completed’

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## Putaway - 8

- Refresh Message may display depending on your equipment setting.
- If message does display, select the RETRY button.
- Observe that the Move Request status is ‘Closed’

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## Inbound PO/Requisition Receipt

- Inbound shipments can be received at the dock location and then transferred to the storage location using a separate move task.
- When required, a user can bypass deposit to the dock location and deposit directly to the storage location (NOTE: The user will need to input the storage location versus the system directing the user to a storage location.)
**	****	**
**	**The steps described below should be followed for receiving inbound orders like POs and requisitions.

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## Inbound PO/Requisition Receipt (cont)

- Login to the mobile terminal
- 2.	From the menu page, select ‘Receive’ and hit Enter
- 3.	The Receive window displays the list of available document types
- 4.	Select the ‘Purchase Order’ document type and hit Enter
- 5.	In the resulting screen, enter the Shipment # if known, or else hit the ‘Go’ button to display a list of all shipments that can be received. The user can then click on the relevant shipment to be received.

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## Inbound PO/Requisition Receipt (cont)

- 6.	This brings up the receiving screen where the user should scan the receiving location and then hit ‘Go’
- 7.	The user then enters/scans the item ID of the item that is to be received and then hits ‘Go’.
- 8.	In the resulting screen, the quantity to be received is entered. This may or may not match the original ordered quantity for the PO/Requisition.  Also, the Receiving Disposition will default to RFI.  The user can modify this as required to other pre-defined dispositions. The user will input the Receiving Price (if different than the price that defaults from the Supplier Price value).

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## Inbound PO/Requisition Receipt (cont)

- 9.	If there are more items to be scanned for the particular shipment, then step 8 can be repeated, else hit the ‘Done’ button until the shipment entry screen in step 5 is displayed.
- 10. If there are any more shipments to be received, steps 5 through 9 should be followed.
- 11. After a receipt is completed, the receipt can be closed through the Yantra console UI.

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## (A) Figure 4.1.1 Inbound Receipt – Resource

- (B) Figure 4.1.2 Inbound Receipt – Menu Screen

- (A)

- (B)

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## (C) Figure 4.1.2 Inbound Receipt – Document Type

- (D) Figure 4.1.3 Inbound Receipt – Details

- (C)

- (D)

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## (E) Figure 4.1.4 Inbound Receipt – Shipment List

- (F) Figure 4.1.5 Inbound Receipt – Receipt Location

- (E)

- (F)

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## (G) Figure 4.1.6 Inbound Receipt – Receipt Item

- (H) Figure 4.1.7 Inbound Receipt – Receipt Quantity (NOTE: Disposition Code defaults to RFI.  Also, Receiving
- Price will be added to this screen)

- (G)

- (H)

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## Putaway Process for Inbound Orders

- 	Putaway tasks are automatically generated whenever there is a receipt at the warehouse.
-    Since a typical warehouse has several different locations, the putaway process first asks for a reference location to be scanned.
-    This reference location tells the system where the operator is located in the warehouse.

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## Putaway Process for Inbound Orders (cont)

- 	Based on where the operator is located in the warehouse, the system presents the nearest putaway location to the user.

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## Putaway Process for Inbound Orders (cont)

-    The following steps describe the putaway process using the mobile terminal:
- Login to the mobile terminal
- In the resulting menu, click on the “Task Controller” menu option

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## Putaway Process for Inbound Orders (cont)

- In the next screen, the “Start Location” can be scanned.
- The ‘Equipment #’ field can be left unspecified.
- The start location is only scanned for reference purposes. It tells the system where the user is physically located in the warehouse, so that the nearest putaway task can be suggested.

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## Putaway Process for Inbound Orders (cont)

- The item number can then be scanned in the resulting field. The system suggests the appropriate item to be scanned for the task at hand.
- If the item is Trackable or tag controlled, the user can scan one or more Trackable IDs in the resulting screen.

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## Put away Process for Inbound Orders (cont)

- Finally, the location to put away the item can be scanned.
- The “Deposit All” button puts away the items to the final storage location.
- Note that the system will not prompt the user for a pick location, since the task is already associated with that location, where the item was originally received.
- If there are additional putaway tasks to be completed, the system will prompt the user again and steps 3-6 are carried out.

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## The following screen shots illustrate the 

- Putaway process in ICBS

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## (A) Figure 4.2.1 Inbound Putaway – Menu Screen

- (B) Figure 4.2.2 Inbound Putaway – Reference Location Scan

- (A)

- (B)

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## (C) Figure 4.2.3 Inbound Putaway – Deposit Location Scan

- (C)

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## Summary

- In this lesson we
- Created an Order for Inbound Materials
- Received the Materials
- Recorded the Movement of the Materials to the Putaway location
- Used the scan device to receive and putaway a PO/Requsition

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## Questions?

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**Notes:**
Notes: