Selecting the customer goods receipt for recording and viewing the details of processed tracking reference document

This page allows you to select the customer goods receipt whose tracking reference document details are to recorded.

Select the “Record Tracking Ref. Document Details” link under the “Customer Goods Receipt” business component.

The “Record Tracking Ref. Document Details” page appears.

The system displays the following field:

Date Format

The format in which the date field is displayed in this page. This format is displayed from the “User Preferences” business component based on the login user ID. In case the format is not defined, the system displays the date format from the Enterprise Modeling business component by default.

To search tracking reference documents

Select the “Search Criteria” tab in the “Record Tracking Ref. Document Details” page.

Refer to the topic "Entering search criteria for tracking reference documents".

Select the “Additional Search Criteria” tab in the “Record Tracking Ref. Document Details” page.

Refer to the topic "Entering additional search criteria for tracking reference documents".

To proceed further

Select the “Get Details” pushbutton to retrieve the customer goods receipts that are in moved or freezed status.
Enter the following in the “Default Details” group box:

Tracking Ref. Doc #

The number identifying the Tracking Ref. Document pertaining to customer owned items received through a customer goods receipt.

The system leaves the field blank by default.

Remarks

Any further information pertaining to the customer goods receipt (Alphanumeric, 255)

Zoom Facility Available

The system displays the following details in the “Tracking Reference Doc. Details” multiline:

CGR #	The unique code identifying the customer goods receipt.
Receipt Date	The date on which the goods are received.
Way Bill #	The unique code identifying the way bill (Alphanumeric, 40). The way bill note is issued by the person who transports the goods from the customer.
Part #	The unique number identifying the part.

Enter the following:

Tracking Ref Doc. Applicable?

Use the drop-down list box to set the field to “Yes”, to indicate that the tracking reference document is applicable to the CGR. Select “No”, if the tracking reference document is not applicable to the CGR.

The system updates the “Tracking Ref. Doc Applicable?” field with “Yes” for records with tracking reference document number.

Tracking Ref. Doc #

The number identifying the Tracking Ref. Document pertaining to customer owned items received through a customer goods receipt.

This field must not be left blank when the “Tracking Ref Doc. Applicable?” drop-down list box in the multiline is selected as “Yes”.

Tracking Ref. Doc. Date

The date of the tracking reference document.

This field is mandatory if the “Tracking Ref. Document #” is specified.

Note: Ensure that the Tracking Ref. Doc Date is not greater than the system date.

The system displays the following:

Received Qty	The quantity of the part(s) received from the customer, through Customer Goods Receipt.
UOM	The unit of measurement of the customer part.
Pending Qty	The quantity pending in the CGR for shipment to the customer.

Enter the following:

Shipped Qty

The quantity of the part in the CGR that is shipped to the customer.

Ensure that the value entered here is a positive integer greater than zero.

For lot controlled or none controlled parts, ensure that a value is entered in this field if the reference document type and reference document number is specified.

This field must be left blank if reference document type and number are not specified.

Note: The system checks whether the customer order UOM and pack slip UOM are the same for a particular CGR. Otherwise, the system applies the UOM conversion defined in the “Part Administration” business component for the shipped quantity to.

Ref Doc Type

The type of the reference document, which could be “Pack Slip” or “Others”. Data selection in this field is mandatory if the reference document number is specified.

The system leaves the field blank by default.

Ref Document #

The unique code identifying the reference document that is associated with the customer goods receipt (Alphanumeric, 40). Data entry in this field is mandatory if reference document type is specified.

Ensure that for reference document type that is set as “Pack Slip” the reference document number is a valid Pack Slip number is in issued or shipped status.

Ensure that the customer number in the Pack Slip is the same as the customer number in the customer goods receipt number.

The system displays the following:

Serial #	The system generated internal serial number of the part.
Manufacturer Serial #	The unique code identifying the manufacturer serial number of the part. Ensure that a value is entered in this field, if the part is serial-controlled.
Lot #	The system generated internal lot number of the part.
Manufacturer Lot #	The unique code identifying the manufacturer lot number of the part.
Stock Status	The status of the stock.
Material Type	The type of material of the part.
Customer #	The code identifying the customer.

Enter the following:

Remarks

Any further information pertaining to the customer goods receipt.

Other Details

Any additional details pertaining to the customer goods receipt.

File Name

The name of the reference file associated with the customer goods receipt.

Help facility available

The system displays the following:

Part Description	The textual description of the part.
Updated By	The name of the user who last updated the CGR.
Updated Date	The date on which the CGR was last modified.
CGR Line #	The customer goods receipt line number for which the serial and lot details and storage details are specified.

Select the “View File” link alongside to view the file details.
Select the “View Pack Slip” link provided below the multiline to view the Pack Slip details.
Click the “Record Details” pushbutton to record and view the details of reference document and tracking reference document that has been processed.

Note: Ensure that at least one record is selected in the multiline.

Note: If Ref.Document Type and Ref. Document # are to be entered for an Item received through CGR and if the Part is Serial controlled or lot Controlled or both, then the system mandates the user to enter the reference document details at the serial or lot number level.

Note: If the ‘Display Serial/Lot Nos’ is set as ‘No’, then on execution of ‘Get Details’, the system would display the CGR details in the multiline without the serial or lot details information at the part level.

Note: The reference document type and reference document number can be updated only for those customer goods receipt which are in “Moved” status.

Note: If “Tracking Ref. Doc Applicable?” is either blank or “Yes” the system updates the “Tracking Ref Document #” in the multiline with the value available in the default details data cluster.

Note: If “Remarks” in the multiline is blank, the system updates the field with the value available in the “Default Details” group box.

The system performs the following:

The system displays only the selected and processed records on submit

The pending qty would be updated as ‘zero’ for those records for which the shipped qty is available.

If a part is none controlled and for a CGR #- Part #-Stock Status combination if reference document details and shipped quantity are recorded, then on submit the system creates a duplicate record for the CGR #- Part#- Stock Status combination with pending quantity as Received Qty minus Shipped Qty .

If a part is lot controlled and for a CGR #- Part #-Lot # combination if reference document details and shipped quantity are recorded, then on submit the system creates a duplicate record for the CGR #- Part#- Lot # combination with pending quantity as Received Qty minus Shipped Qty

Ensures that for a pack slip reference document type the pack slip quantity apportioned to the different customer goods receipts does not exceed the actual pack slip quantity. For serial and lot controlled parts the system checks at the customer, part and serial or lot level and for none controlled parts, the system checks at the customer, part and stock status level only.
Ensures conversion of UOM, on entry of shipped quantity where the reference document number is not available and the CGR UOM and pack slip UOM is different.
Ensures the sum of “Shipped Qty” for the combination of CGR #, Part # and Lot # is not greater than the corresponding “Received Qty” for part serial controlled or lot controlled or both part numbers.
Ensures the sum of “Shipped Qty” for the combination of CGR #, Part # and Stock status is not greater than the corresponding “Received Qty” for none controlled part numbers.
Ensures that the total shipped quantity and the received quantity for a Lot # is equal, else the system duplicates the Lot #’s CGR details as a separate record and updates the pending quantity.
Ensures the “Shipped Qty” field to be updated as “1” if the field is blank and reference document type and number are available for a particular serial or serial and lot controlled parts.