Receiving. Receive a Partial Delivery in Lancer Point Purchasing:

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1 Note: Remember, in Lancer Point, every step of the requisition has a tracking number. If you type FOIDOCH at the Go To menu, it will show you the different tracking numbers for each step of a requisition: Requisition # Bid # Purchase Order# Invoice # Receiver # Check # Return # Asset Tag # Asset Adjustment# At the Go to menu, type FPARCVD. This will take you to the Receiving Document Screen indicated below. At the Receiver Document Code field, type NEXT. This will assign a Receiver Number to a purchase order. After typing NEXT, go to the Next Block (use shortcut keys CTRL + PG DWN) move to the Receiver Header Menu. 1

2 The Receiver Header Block will automatically identify the current date and person receiving product. Note: the system has now identified a Receiver Document Code number. No other information is required in this field. Go to the Next Block (use shortcut keys CTRL + PG DWN) to move to the Packing Slip block. In the Packing Slip block a packing slip number is required. Packing slips will vary from vendor to vendor. Above is a sample of a packing slip. You want to enter the number indicated by the arrow. Do not enter the customer number or the purchase order number. Only an order # or an indicated packing slip number will be of benefit in the required field. Packing slip numbers may be alpha, numeric, or a combination. Note: The Packing Slip field offers a drop down menu. This menu will pull previous orders received by the person signed on. From this menu you can select the PO being received to receive a second shipment. This selection will automatically fill in the Purchase Order block. 2

3 At the Packing Slip block a bill of laden number is not required. Go to the Next Block (use shortcut keys CTRL + PG DWN) to get to the Purchase Order block. Provide a purchase order number in the purchase order field. This will fill in the other required information. Select Options at the top menu. Choose Receive All Purchase Order items or Select Purchase Order Items. This will take you to the below screen. This screen confirms the items on the order. If the items are not what was ordered on the purchase order, select the roll back icon at the green circle below. This will take you back to the previous screen. Change the PO # if necessary. If the items are correct select Add Item beside the items you wish to receive indicated below at the red arrow below. Select Save indicated by the purple arrow below. Close out of this record by selecting the close icon indicated by the red circle. 3

4 Note: After you have selected the items you wish to receive, the items will disappear off of the list provided once you selected save. Note the message at the bottom of the screen. I have enlarged it below. The message identifies you are ready to receive the items you indicated by selecting Add Items. Closing the screen as indicated in the previous step will take you back to the Receiving Document Screen. Go to the Next Block (use shortcut keys CTRL + PG DWN). This will take you to the Commodity screen below. Note that the Completion or In Process option identified below by the red arrow is not yet offered. Identify in the Current field the number of items you wish to receive as shown by the green arrow below. Select Final Received as indicated by the purple arrow and hit down arrow on the keyboard to receive the next items on the order. Once all items are received, go to the Next Block (use shortcut keys CTRL + PG DWN) and this will give you the option to complete receipts as indicated by the red arrow above. Selecting complete will take you back to the top of the receiving process. 4

5 Receive ALL items in Lancer Point Purchasing: At the Go to menu, type FPARCVD. At the Receiver Document Code field, type NEXT. At the Packing Slip block enter a packing slip number. Only an order # or an indicated packing slip number will be of benefit in the required field. Provide a purchase order number in the purchase order field. This will fill in the other required information. Select Options at the top menu. Choose Receive All Purchase Order items to get to the Receiving Goods screen below. At the Receiving Goods screen indicated below, verify that the items on the order are the items to be received. Go to the Next Block (use shortcut keys CTRL + PG DWN) to get to the Receiver Document Screen. Note the receivers under Current and Final Received are already selected. Go to the Next Block (use shortcut keys CTRL + PG DWN), to trigger completion window and then select Complete. 5