Receiving rotating items

Each rotating item is received into inventory with an item number. You can enter line items for rotating items. You can specify asset identifiers for rotating assets, or autonumber all the rotating items. You also might need to change information when recording the receipt of materials.

Before you begin

To create receipts, the status of the purchase order must be either In Progress (INPRG) or Approved (APPR).

About this task

If the rotating item requires inspection (WINSP), perform the inspection and change the inspection status. After changing the inspection status, the status of the rotating item is WASSET. The rotating item is also tracked in the Assets application with an asset number.

Procedure

  1. On the List tab of the Receiving application, select the purchase order for which you want to receive a service.
  2. On the Material Receipts tab, click Select Ordered Items.
  3. In the Select Ordered Items window, select the check box for each service that you want to receive. To select all the items on the purchase order, select the check box in the table header.
  4. Click OK. If the item requires inspection, its status is WINSP (Waiting for Inspection). If the item does not require inspection, its status is WASSET (Waiting for Serialization).
  5. Optional: Change the Quantity field to change the quantity received.
  6. Click Save Receipt.
  7. Select the Receive Rotating Items action.
  8. To specify asset numbers for the line items, complete either of the following actions:
    • Specify a value in the Asset field for each line item.
    • Click Autonumber to have the product assign numbers to the items.
  9. You can assign a serial number in the Serial # field for each asset. The serial number appears on the asset record in the Assets application. You can also enter the serial number in the Assets application.
  10. Optional: Apply an item assembly structure to each asset.
  11. Click OK.
    An asset record is created and the status of the line item is changed from WASSET to COMP (Complete) for each item that you received. If you received a rotating item that required inspection, a transfer transaction is created. In this transaction, the item is transferred from the holding location to either its storeroom or to its direct issue location.