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Re: Auto-receive function

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Hi Lori,

 

Out of the box functionality provides 4 ways for auto-receiving as explained below:

 

1) Auto-receiving based on line item amount - You can set a threshold value at Application.Procure.AutoReceiveLineItemAmount in Parameters.table file. This parameter defines a threshold for auto-receiving, based on the values of individual line items on the order. Line items for amounts less than this threshold are auto-received, meaning that users don't have to explicitly submit receipts for those items.

 

2) Auto-receive based on order amount - You can set a threshold value at Application.Procure.AutoReceiveOrderAmount in Parameters.table file. This parameter defines a threshold for auto-receiving of purchase orders based on the total value of the order.

 

3) Auto-receive based on Commodity Code: Update ReceiptByCommodityCode.csv located at below location.

 

config/variants/variant/partitions/partition/data/ReceiptByCommodityCode.csv

//Sample data

Domain,CommodityCode,IsAssetReq,ReceivingType,Description

unspsc,44112002,true,ByCount,Calendars

unspsc,4411,false,SystemReceived,Desk Accessories

unspsc,76,false,ByAmount,Cleaning Services

unspsc,44101801,false,AutoReceipt,Calculators or accessories

 

4) Auto-receive based on Part Number: Update ReceiptByPartNumber.csv located at below location.


config/variants/variant/partitions/partition/data/ReceiptByPartNumber.csv

//Sample data

SupplierID,PartNumber,IsAssetReq,ReceivingType,Description

29,RAY45050,true,ByCount,RAY45050 - By Count

11,MON152 25,false,InvoiceAutoReceipt,MON152 25-Invoice Auto Receipt

11,AD981,false,InvoiceAutoReceipt,AD981-InvoiceAutoReceipt

 

Thanks & Regards,

Amit Gupta


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