Receiving Controls, Options, and Profiles (Oracle Purchasing Help)


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Receiving Controls, Options, and Profiles

Purchasing provides you with all the necessary functionality to set up flexible purchasing and receiving controls, control options, and profile options. The profile options can be set at the site, application, responsibility, or user level. The receiving controls and options can be set at one or more of the following levels: order, item, supplier, organization, and system. Controls at any level override those at a higher level. For example, item level controls override supplier controls but are overridden by order controls.

Use the Profile Options window to set profile options for receiving. Use the Receiving Controls window (See: Entering Purchase Order Receiving Controls.) and the More alternative region in the PO Shipments window (See: Entering Purchase Order Shipments.) to set receiving options at the order level. Use the Item window (See: .Defining Items) to set receiving options at the item level. Use the Supplier window (See: About Suppliers) to set receiving options at the supplier level. Use the Receiving Options window (See: Defining Receiving Options.) to set receiving options at the organization level. Use the Purchasing Options window (See: Defining Purchasing Options.) to set receiving options at the system level. You can set the following receiving options:

Invoice matching: whether the items on a purchase order line must be received and/or inspected before the corresponding invoice can be paid. See: Defining Default Options. You can override this option for specific suppliers, items, and orders.

The Invoice Close % tolerance for your shipments. Purchasing automatically closes a shipment for invoicing if it is within the invoicing closing tolerance at billing, when Payables matches invoices to purchase orders. See: Defining Default Options. You can override this option for specific items and orders.

The Receipt Close % tolerance for your shipments. Purchasing automatically closes a shipment for receiving if it is within the receiving closing tolerance at the receiving close point. See: Defining Default Options. Note also that in the Find Expected Receipts form you have the option to include closed purchase orders when you are entering search criteria. You can override this option for specific items and orders. See: Finding Expected Receipts.

The Receipt Close Point, when the shipment is closed for receiving: Accepted (passed inspection), Delivered, or Received. See: Defining Control Options.

Whether expense accrual is on receipt or at period end. See: Defining Accrual Options.

The default expense AP accrual account. See: Defining Accrual Options.

Automatic or manual receipt numbering. If you choose Automatic, you can also set the start of the receipt number sequence. This is used with manual receipt numbering for inter-organization direct receipts. See: Defining Numbering Options.

Alphanumeric or numeric receipt numbering. See: Defining Numbering Options.

Whether you can receive a defined substitute item instead of the originally ordered item. See: Defining Receiving Options. You can override this option for specific suppliers, items, and orders.

Whether you can receive unordered items. See: Defining Receiving Options. You can override this option for specific suppliers and items.

Whether you allow express transactions. See: Defining Receiving Options.

Express receipt/delivery allows you to receive/deliver the entire quantity of all selected shipments (except those you specifically omit) without entering specific quantities for each shipment and distribution

Whether you allow cascade transactions. See: Defining Receiving Options.

The cascade function lets you distribute a quantity of an item from a single supplier across multiple shipments and distributions.

Blind receipt. If you choose this option, Purchasing does not enforce quantity tolerances, nor does it display the Quantity Due or the Quantity Ordered for shipments on line or on receiving worksheets. See: Defining Receiving Options.

Whether goods can be received only to the receiving location that was defined as the ship-to location on the purchase order and whether Purchasing prohibits the transaction, displays a warning message while permitting the transaction, or permits the transaction without a warning. See: Defining Receiving Options. You can override this option for specific suppliers, items, and orders.

The maximum acceptable over-receipt percentage and whether Purchasing prohibits the transaction, displays a warning message while permitting the transaction, or permits the transaction without a warning. See: Defining Receiving Options. You can override this option for specific suppliers, items, and orders.

The number of calendar days before and after the purchase order delivery date that you allow receipt and whether Purchasing prohibits the transaction, displays a warning message while permitting the transaction, or permits the transaction without a warning. See: Defining Receiving Options. You can override this option for specific suppliers, items, and orders.

The receiving account for your accrual entries. See: Defining Receiving Options.

The default receipt routing that you assign goods: Direct Delivery, Standard Receipt, or Inspection Required. See: Defining Receiving Options. You can override this option for specific suppliers, items, and orders.

Whether you can override the receipt routing at receipt time. This is a profile option (RCV: Allow Routing Override) that you can set at the application, responsibility, or user level. See: Profile Options in Purchasing.

Whether receipt travelers are automatically printed when you perform a receipt or receiving transaction, and match an unordered receipt. This is a profile option (RCV: Print Receipt Traveler) that you can set at the site, application, responsibility, or user level. See: Profile Options in Purchasing.

The processing mode for receiving transactions: Batch, Immediate, or Online. (See Receiving Transaction Processor.) This is a profile option (RCV: Processing Mode) that you can set at the site, application, responsibility, or user level. See: Profile Options in Purchasing.

Whether or not you receive an error message--or are prevented by Purchasing--when you attempt to receive against a purchase order shipment for which an Advance Shipment Notice (ASN) already exists. This is done through an option (ASN Control) in the Receiving Options window. See: Defining Receiving Options. See also: Advance Shipment Notices (ASNs).

Whether to reject an entire Advance Shipment Notice (ASN) if any ASN line fails validation or processing, or to accept an ASN if at least one ASN line is successful. This is a profile option (RCV: Fail All ASN Lines if One Line Fails). See: Profile Options in Purchasing. See also: Advance Shipment Notices (ASNs).

	Purchasing Options Window	Receiving Options Window	Supplier Window	Item Window	PO Shipments Window *	User Profile Window
	System	Org	Supplier	Item	Order	User
Invoice Matching (2-, 3-, or 4-way)
Invoice Close Tolerance
Receipt Close Tolerance
Receipt Close Point
Expense Accrual Point
Expense AP Accrual Account
ASN Control - None, Reject, Warning
Receipt Numbering - Auto or manual / alpha or numeric
Allow Substitute Items
Allow Unordered Items
Allow Express Transactions
Allow Cascade Transactions
Allow Blind Receiving
Enforce Ship-To Location
Overreceipt Tolerance
Early/Late Receipt Tolerance
Receiving Account
Receipt Routing
Allow Routing Override
Fail All ASN Lines if One Line Fails
Print Receipt Traveler
Processing Mode
Table 1 - 30. Receiving Controls Matrix (Page 2 of 2)

* Note: Controls are entered through the More alternative region in the PO Shipments window (See: Entering Purchase Order Shipments) or through the Receiving Controls window (See: Entering Purchase Order Receiving Controls), which is accessible only through the PO Shipments window.

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