Step 2: Record packing slip information for PO receipts - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM
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HxGN EAM Version
12.0.1

Record the packing slip information for PO Receipts when the packing slip contains lines for a specific purchase order or contains lines from multiple purchase orders from the same supplier. Once the packing slip information is recorded, the system automatically populates the Active Lines page with the lines so that the lines may be received into inventory.

If your company procedure does not use packing slips, skip the packing slip step.

To record packing slip information for PO Receipts:

  1. Select Materials > Transactions > PO Receipts.

  2. Select the PO Receipt for which to record the packing slip, and then click the Packing Slip tab.

  3. Click Retrieve Lines. The system populates the Packing Slip list with outstanding part lines based on the information you specified on the PO receipt header. The system automatically populates Part, Part Description, Outstanding Qty. (UOP), and Condition.

  4. Specify this information:

    Receipt Qty. (UOP) - Specify the number of items received in the unit of purchase.

    Receipt Qty. (UOM) - Specify the number of the parts that were actually received.

    Delivery Qty. (UOD) - Specify the number of delivery items, and then specify the unit of measure per unit of delivery.

    UOP per Delivery UOD - Specify the unit of purchase for the part per the unit of delivery.

  5. Click Record Packing Slip. The system records the packing slip lines, changes the system status of the PO Receipt header to R (Packing Slip Recorded), and creates active lines for the packing slip lines.

    • The packing slip Receipt Qty. (UOM) is the value recorded for Receipt Qty. (UOM) on the Active Lines page.

    • To remove a packing slip line, select the line to remove, and then click Remove Line.

    • To remove all packing slip lines, click Remove All Lines.

    • To remove multiple packing slip lines, click Remove Multiple Lines. Select the lines to remove, and then click Remove Selected Lines.