Processing Receipts in a Work Order
After you receive the parts at the location specified in the Parts Request line, you must process the receipts to:
• Update inventory records
• Confirm that parts are physically received
• Ensure that the Work Order reflects the current state of parts availability
This process helps maintain inventory accuracy, supports audit trails, and ensures that the parts are available for use in service tasks.
To process the receipts for Work Order:
1. From the Home page, open a Work Order record for which you want to process the receipts.
Ensure that the Work Order Status is Open and the destination location is not blank. Also, ensure that the Work Order has at least one product to be received.
2. Click Receive Parts SFM.
The Receive Parts page is displayed, where you can enter the actual receipt information. The page lists all products in the Work Order that are not yet received. The Received Qty field defaults to the expected pending quantity.
3. Click Submit to confirm the entries.
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If your organization tracks inventory at the serial number level, the bottom section of the page allows you to enter or select serial numbers for serialized products. To enter serial numbers for a product, select the checkbox against the product in the list. For more information, see Serial Number Selection.
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Use Cases for Processing Receipts
When entering the received quantities, one or more of the following scenarios are applicable.
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Receipt Scenario
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How to Process it
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All products in the Work Order are received as expected.
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Click Submit. All open lines and the Work Order are closed automatically.
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A product is not received now but is expected to be received later.
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Enter Zero in the Received Qty. Ensure that the Close Line checkbox is not selected. This leaves the line open for a future receipt.
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A product is not received and will not be received in the future.
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This amounts to the cancellation of an open service Order Line. Enter Zero in the Received Qty. Ensure that the Close Line checkbox is selected.
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A product is partially received now; the remaining quantity will be received later.
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Enter the Received Qty. Ensure that the Close Line checkbox is not selected. This leaves the line open for the future receipt. If your organization does not permit short-closing line, this checkbox might be disabled.
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A product is partially received now; the remaining quantity will not be received.
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This indicates short-closure of a Work Order line. Enter the Received Qty. Ensure that the Close Line checkbox is selected. If your organization does not permit short-closing lines, this checkbox might be disabled.
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