Shipping and Receiving
From PERPWiki
For those businesses who need it (importers, for example) it is possible arrange the shipment of an order in advance. For other businesses who may not know the details of an incoming shipment beyond its ETA, a fast and easy receiving function is helpful.
pERP is flexible and allows a number of ways in which you can pre-arrange a shipment in advance and receive it on arrival, or receive goods and record shipping details the day the shipment comes in.
- On your Home Screen (If your Preferences are set to allow it)
- Accounts Payable > Shipments
- Accounts Payable > Suppliers > Particular Supplier > Shipments Tab
- Accounts Payable > Purchase Orders List
- Accounts Payable > Receiving
This section is divided into two parts:
- Shipping - explains how to arrange a shipment in advance and record such details as an order confirmation number, shipper, container number and the like.
- Receiving - discusses ways to receive a shipment, whether it has been scheduled in advance or has just rolled up to the receiving dock.
SHIPPING/RECEIVING FAQ
We received the correct goods but entered an incorrect number when receiving the shipment. How do we correct this?
The amount shipped was correct and the error was in the amount received. For example, there were 240 widgets shipped, but the receiver typed 420 instead of 240 and the mistake was caught on the daily shipping report. You can just use the Receiving application to offset the error, then receive the correct amount. That is, receive -420 of the same item (keep all other fields the same, including the shipping reference, BOL etc) to cancel the incorrect amount, and receive the correct amount of 240 units. You can then check the PO to be sure the amounts have been shipped and received correctly and check that all goods were properly entered into Inventory.
If the amount was incorrectly Shipped, you need to create a new shipment to undo the error (ship -420 using the above example) and then receive that offsetting shipment using the Receive icon on the shipment page. If necessary, create a new shipment for the correct amount. Finally, check the original PO to be sure that all amounts have been shipped and received correctly.
We received the amount shown on the shipment, but that amount turned out to be wrong. How do we correct this?
Create a new shipment for the PO. Using the example above, create a new shipment for -420 and 240 widgets (two lines), then receive it. This will offset the incorrect ship/receive of 420 and enter the correct amount of 240 shipped and received. You might wonder why not just combine the two in one line for -180 widgets. The reason for doing an offset and a correction is that the track is clearer and there is less chance for further error..
