Create Release Slip – A summary of the activity

This activity allows you to create a Release Slip (RS) based on a Blanket Purchase Order (BPO). RS acts as an advice document to the supplier for the delivery of material as per requirement. This form of procurement is normally used for low value parts that are ordered on a frequent basis.

A BPO is a long-term contract or agreement with the supplier with regard to the supply of material while the RS is the corresponding document that advises the supplier from time to time about the specific material requirement.

Part details captured while raising the RS

The part needs to be ordered along with the cost, quantity, schedule type and the receiving organization unit at the time of raising the RS. The additional part details such as whether alternate part number is allowed or not and the type of inspection to be carried out for the parts are also captured in this page.

The system generates the line number for each part sequentially at the time of raising the RS. If a part is required at various locations on different dates, it can be specified as having multiple deliveries, and the dates and warehouses can be specified.

Matching Type

Invoice matching is the comparison of the quantity and the values of goods available at different points of time during the procurement process. The quantity ordered, the quantity received or the quantity accepted is matched with the quantity invoiced, to ensure that payment is made for the proper quantity and value of items. This activity also allows you to specify the matching type. The various matching types available are “Three way at RS”, “Three way at GR”, “Four way at RS” and “Four way at GR”.

Getting familiar with the pages inside

What you can do in this activity

Specify the numbering type for the release slip

Modify the terms and conditions for the release slip

Modify the supply details for the release slip

Modify the TCD details for parts in the release slip

Modify the TCD details for the release slip

Modify the inspection details for the parts

Specify the numbering type for the release slip

You can specify the numbering type, which is a combination of the login organization unit and the “Release Slip” transaction type, for the RS that you create.

4      Use the “Create Release Slip” page, to specify the appropriate numbering type for the RS.

Modify the terms and conditions for the release slip

You can modify the terms and conditions, such as the payment, insurance and delivery terms, for the RS.

4      Use the “Edit Terms & Conditions” page, to modify the terms and conditions for the RS.

Modify the supply details for the release slip

You can modify the supply details such as the quantity, date and the warehouse to which you need to supply the parts.

4      Use the “Edit Schedule and Distribution” page, to modify the supply and schedule details for the RS.

Modify the TCD details for parts in the release slip

You can modify the tax, charge and discount details for the parts entered in the RS.

4      Use the “Edit Part TCD Details” page, to modify the TCD details for the part.

Modify the TCD details for the release slip

You can modify the TCD details for the RS as a whole.

4      Use the “Edit Document TCD Details” page, to modify the TCD details for the RS.

Modify the inspection details for the parts

Different attributes of the parts that are to be inspected after receipt, to confirm the quality of the parts supplied, can be specified here. You can modify the attribute details of the part.

4      Use the “Edit Inspection Details” page, to modify the attribute details of the part.