Receive a Purchase Order with a Separate Freight Bill

Merchandising and Distribution > Inventory > Receive Merchandise > Receive a Purchase Order with a Separate Freight Bill

Use this routine to receive merchandise in bulk freight quantities. You can receive multiple purchase orders against a single freight bill. You must close all freight batches prior to running the End of Month process. Click here for more information on this process.

If WMS is active, this routine is not available for WMS locations.

If no accounting package is active in STORIS, then when you fully receive a purchase order, the option appears to delete the purchase order.

Creating New Freight Batches

To create new freight batches, you must have access (via the Create a container freight batch field in the Logistics Security settings). If you do not have access, you can only

    - enter a receipt for an existing batch,

    - close the batch, or

    - choose to finish the batch later.

If you do not have access, then when you access this screen, the only active field is the Bill of Lading Number field. To edit an existing batch, enter a valid bill of lading number.

Closing/Deleting Freight Batches

When you attempt to close out a freight batch, the option appears to create an AP bill for the batch. If you choose to

For closed freight batches with a linked AP bill, if the system purges the AP bill, it also deletes the closed freight batch. Note that the system purges linked AP bills older than the number of days specified at the Purge History After field in the Payables Control Settings.

To create a new batch, click the Plus button to automatically assign the next sequential number. To update an open freight batch, enter the existing batch number or click the Search button to select batch from View Open Freight Batches. If the batch number is new, the following fields become active.

Enter the code the of warehouse location receiving the merchandise. If you click on the Arrow, you can choose a location from the list that appears.

At this and any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.

This field is available only when you set the Action for this Batch field to Close Batch. You have the following options:

None - do not distribute freight dollars
Cost - base the freight dollar distribution on the original cost
Volume - base the freight dollar distribution on volume units, as established in the Product or product Group record
Weight - base the freight dollar distribution on weight, as established in the Product or product Group record

For further detail on freight distribution based on weight/volume, click here.

Select the action you want to perform for this batch. You have the following options:

Receive Batch - receive purchase orders against an open batch
Close Batch - close the batch to additional receiving
Finish Later - end this session without closing the batch.

If you select Receive Batch at the Action for this Batch field, the Receive a Purchase Order screen appears after you click on the Save button. When you finish entering receiving information on that screen, you return to this screen. You can then return to the Action for this Batch field and choose one of the following actions:

    - enter additional receipts

    - close the batch

    - end the session without closing the batch