Inboundlogistics 22710 01 1514568

Oracle® Fusion Applications Materials Management and
Logistics, Inbound Logistics Guide

11g Release 1 (11.1.3)
Part Number E22710-03
December 2011
Oracle® Fusion Applications Materials Management and Logistics, Inbound Logistics Guide
Part Number E22710-03

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Author: Kristy Carlile
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Contents
1 Monitor Receipts Work Area

Receipts Work Area: Overview .........................................................................................1-1
Outstanding Work Summary: Explained .......................................................................... 1-1
2 Manage Inbound Shipments

Manage Inbound Shipments: Overview ........................................................................... 2-1
Canceling Inbound Shipments: Explained ........................................................................2-1
FAQs for Inbound Shipments ........................................................................................... 2-2
3 Receive Expected Shipment Lines

Creating Receipts: Explained ............................................................................................ 3-1
Receipt Routing: Explained .............................................................................................. 3-3
Parent and Child Receiving Transactions: Explained ........................................................3-3
FAQs for Creating Receipts .............................................................................................. 3-4
4 Inspect Material
Receipt Line Inspections: Explained ................................................................................. 4-1
FAQ for Inspect Receipts .................................................................................................. 4-2
5 Put Away Loads

Put Aways: Explained .......................................................................................................5-1
FAQs for Put Away Loads ................................................................................................5-2
6 Create and Match Unordered Receipts

Unordered Receipts: Explained ........................................................................................ 6-1
Matching Restrictions: Explained ..................................................................................... 6-3
FAQs for Unordered Receipts ...........................................................................................6-3
7 Manage Receipt Exceptions

Exceptions: Explained ....................................................................................................... 7-1
FAQs for Exceptions ......................................................................................................... 7-2
8 Correct Receipts
Corrections: Explained ......................................................................................................8-1
FAQs for Corrections ........................................................................................................ 8-2
9 Manage Returns
Returns: Explained ............................................................................................................9-1
FAQs for Returns .............................................................................................................. 9-3
10 Manage Receiving Processes and Reports

Pay on Receipt ................................................................................................................ 10-1
Print Receipt Traveler Report ......................................................................................... 10-5
Review Receiving Transactions .......................................................................................10-6
11 Communicate Receiving Messages and Updates with Trading Partners

Create ASNs and ASBNs ................................................................................................ 11-1
Manage Advance Shipment Notices ...............................................................................11-2
Manage Receipt Advice .................................................................................................. 11-2
Send Receipt Confirmation ............................................................................................. 11-3
Upload ASN or ASBN .................................................................................................... 11-3
12 Manage Self-Service Receipts

Receive Item ....................................................................................................................12-1
Manage Receipt .............................................................................................................. 12-2
Confirm Receipts Process ............................................................................................... 12-2
13 Analyze Materials Management and Logistics Performance

Monitor Warehouse Operations Dashboard ....................................................................13-1
Preface
This Preface introduces the guides, online help, and other information sources
available to help you more effectively use Oracle Fusion Applications.
Oracle Fusion Applications Help

You can access Oracle Fusion Applications Help for the current page, section,
activity, or task by clicking the help icon. The following figure depicts the help
icon.
With a local installation of help, you can add custom help files to replace or
supplement the provided content. Help content patches are regularly made
available to ensure you have access to the latest information. Patching does not
affect your custom content.
Oracle Fusion Applications Guides

Oracle Fusion Applications guides are a structured collection of the help
topics, examples, and FAQs from the help system packaged for easy download
and offline reference, and sequenced to facilitate learning. You can access the
guides from the Guides menu in the global area at the top of Oracle Fusion
Applications Help pages.
Note
The Guides menu also provides access to the business process models on which
Oracle Fusion Applications is based.
Guides are designed for specific audiences:

• User Guides address the tasks in one or more business processes. They are
intended for users who perform these tasks, and managers looking for an
overview of the business processes. They are organized by the business
process activities and tasks.
• Implementation Guides address the tasks required to set up an offering,
or selected features of an offering. They are intended for implementors.
They are organized to follow the task list sequence of the offerings, as
displayed within the Setup and Maintenance work area provided by
Oracle Fusion Functional Setup Manager.
• Concept Guides explain the key concepts and decisions for a specific
area of functionality. They are intended for decision makers, such as chief
financial officers, financial analysts, and implementation consultants. They
are organized by the logical flow of features and functions.
• Security Reference Manuals describe the predefined data that is included
in the security reference implementation for one offering. They are
intended for implementors, security administrators, and auditors. They are
organized by role.
To supplement these guides, which cover specific business processes and

offerings, the following guides address common areas:
Guide Intended Audience Purpose

Common User Guide All users Explains tasks performed by most
users.
Common Implementation Guide Implementors Explains tasks within the
Define Common Applications
Configuration task list, which is
included in all offerings.
Information Technology Implementors Explains how to use Oracle
Management, Implement Fusion Functional Setup Manager
Applications Guide to plan, manage, and track
your implementation projects,
migrate setup data, and validate
implementations.
Technical Guides System administrators, Explain how to install, patch,
application developers, administer, and customize Oracle
and technical members of Fusion Applications.
implementation teams
For guides that are not available from the Guides menu, go to Oracle Technology
Network at http://www.oracle.com/technetwork/indexes/documentation.
Other Information Sources

My Oracle Support
Oracle customers have access to electronic support through My Oracle
Support. For information, visit http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=trs if you are hearing impaired.
Use the My Oracle Support Knowledge Browser to find documents for a product
area. You can search for release-specific information, such as patches, alerts,
white papers, and troubleshooting tips. Other services include health checks,
guided lifecycle advice, and direct contact with industry experts through the My
Oracle Support Community.
Oracle Enterprise Repository for Oracle Fusion Applications

Oracle Enterprise Repository for Oracle Fusion Applications provides visibility
into service-oriented architecture assets to help you manage the lifecycle of
your software from planning through implementation, testing, production,
and changes. In Oracle Fusion Applications, you can use the Oracle Enterprise
Repository for Oracle Fusion Applications for:
• Technical information about integrating with other applications, including

services, operations, composites, events, and integration tables. The
classification scheme shows the scenarios in which you use the assets, and
includes diagrams, schematics, and links to other technical documentation.
• Publishing other technical information such as reusable components,
policies, architecture diagrams, and topology diagrams.
The Oracle Fusion Applications information is provided as a solution pack that

you can upload to your own deployment of Oracle Enterprise Repository for
Oracle Fusion Applications. You can document and govern integration interface
assets provided by Oracle with other assets in your environment in a common
repository.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at http://www.oracle.com/us/corporate/
accessibility/index.html.
Comments and Suggestions

Your comments are important to us. We encourage you to send us feedback
about Oracle Fusion Applications Help and guides. Please send your
suggestions to [email protected]. You can use
the Send Feedback to Oracle link in the footer of Oracle Fusion Applications
Help.
1
Monitor Receipts Work Area
Receipts Work Area: Overview

In the Receipts work area, you can view all received lines and expected shipment
lines based on source type and document type. You can also view a graphical
representation of the number of expected shipment lines, lines awaiting
inspection, and lines awaiting put away.
You can:
• View expected shipment lines by source type and document type
• View received lines by source type and document type
• View the outstanding work summary for the warehouse in graphical
format
• Drill down to view details and perform tasks such as receive, inspect, and
put away shipment lines
• View exceptions and drill down to view exception details
To access the Receipts work area, select Navigator - Receipts .
Outstanding Work Summary: Explained

The Outstanding Work Summary region displays a graphical summary of the
outstanding work for the warehouse. It displays the number of lines expected
along with the lines that are awaiting inspection and put away. You can click on
any of the pie segments to navigate to the respective page.
The pie chart shows:
• Expected shipment lines
• Lines awaiting inspection
• Lines awaiting put away
Expected Shipment Lines
Includes all lines awaiting receipt as of the current time.
Monitor Receipts Work Area 1-1

Lines Awaiting Inspection
Includes all lines received as of the current time and which have not yet been
inspected.
Lines Awaiting Put Away
Includes all lines received as of the current time and which have not yet been put
away.
1-2 Oracle Fusion Applications Materials Management and Logistics, Inbound Logistics Guide
2
Manage Inbound Shipments
Manage Inbound Shipments: Overview

In this activity, receiving agents and warehouse managers can edit or cancel
shipments and view ASNs (advance shipment notices) and ASBNs (advance
shipment billing notices). Receiving agents and warehouse managers can select
an individual shipment to be transferred to the Edit Shipment page, where they
can work on all shipment lines in a shipment at one time, or drill down into a
specific shipment line on the Edit Shipment Details page.
They can:
• Search for in-transit shipments
• View, edit, or cancel inbound shipments
• View, edit, or cancel shipment lines
• View, edit, or cancel ASNs and ASBNs
To manage inbound shipments, select Navigator - Receipts , and then click

Manage Inbound Shipments.
Canceling Inbound Shipments: Explained

You can cancel inbound shipment lines or entire inbound shipments prior to
receiving the material into the warehouse.
Important points to consider when canceling inbound shipments include:
• Lines eligible for cancellation
• Cancellation of the entire shipment versus cancellation of shipment line
• Ramifications of canceling an inbound shipment
Lines Eligible for Cancellation
You can cancel any shipment line that has not been received. If a shipment line
has been partially received, you cannot cancel the line.
Manage Inbound Shipments 2-1

Cancellation of the Entire Shipment Versus Cancellation of Shipment Line
You can cancel one or more lines of a shipment, or you can cancel the entire
shipment. If you cancel all lines on a shipment, the entire shipment is canceled.
Ramifications of Canceling an Inbound Shipment
If you cancel a shipment line, it will not be available for receiving against the
shipment. If you cancel a shipment, the entire shipment will not be available for
receiving.
FAQs for Inbound Shipments

Why can't I cancel an inbound shipment or shipment lines?
The shipment line has been fully received or partially received.
3
Receive Expected Shipment Lines
Creating Receipts: Explained
Creating receipts is the process of recording goods that have arrived at the
distribution center into the system. Creating receipts is also known as receiving
shipment lines.
The following aspects are important when receiving shipment lines:
• New receipt or existing receipt
• Quantity and date tolerances
• Packing units, subinventories, and locators
• Receipt routing
• Multiple distributions
• Lot and serial number information
New Receipt or Existing Receipt
You can create a new receipt or add the items from the shipment to an existing
receipt. If you create a new receipt, you access the Create Receipt page to enter
the receipt header details. If you add the items to an existing receipt, you access
the Add to Receipt page to select the receipt number.
Quantity and Date Tolerances
Oracle Fusion Receiving performs checks against the quantity and date when
receiving items.
These checks include:
• Overreceipt tolerance
The maximum acceptable percentage of quantity that can be received in

excess of the order quantity. Your organization indicates the overreceipt
tolerance and whether to prohibit the transaction, display a warning
Receive Expected Shipment Lines 3-1

message while permitting the transaction, or permit the transaction
without a warning,
• Early and late receipt tolerance
The number of calendar days before and after the shipment delivery
date that you allow receipt. Your organization indicates the early and
late receipt tolerances and whether to prohibit the transaction, display
a warning message while permitting the transaction, or permit the
transaction without a warning.
Note
The warehouse manager can edit the quantity and date tolerances on the
Manage Receiving Parameters page.
Packing Units, Subinventories, and Locators
Many distribution centers have a large receiving area that is divided into many
subinventories and locators. These distribution centers also store received
material in containers known as packing units. When creating the receipt, you
can optionally enter packing unit, subinventory, and locator information.
Receipt Routing
When you receive a shipment line with direct receipt routing, items are put away
automatically upon receipt creation.
For all other routing methods, you must manually put away the received items.
Multiple Distributions
For lines with multiple distributions you can put away lines at a purchase
order line level or at a distribution level. Such lines have a destination type of
Multiple. To expand the line and show all distributions, select the Show All
Distributions item from the Actions menu of the Receive Lines and Receive Line
pages.
Note
In addition to the Show All Distributions option, you can edit the line with
multiple distributions by changing the destination type from Multiple to
Receiving.
Lot and Serial Number Information
If you select a line to receive and the corresponding item is either lot or serial
controlled, then you must enter the lot and serial information. If the complete
receipt line corresponds to a single lot or serial range, then you can update the
lot and serial information directly on the Receive Lines page or the Receive Line
page. If not, then you can select the Record Multiple Lots and Serial Numbers
item from the Actions menu to input new lots and serial numbers.
Receipt Routing: Explained
Oracle Fusion Receiving supports the receipt of purchase orders, return material
authorizations (RMAs) and interorganization shipments in each of three receipt
routing methods.
These receipt routing methods include:
• Direct delivery
• Standard receipt
• Inspection required
You can override the receipt routing option at receipt time by changing the
destination type for specific suppliers, items, and orders if the receiving user
profile for the Allow Routing Override option is enabled.
Direct Delivery
Shipments are received into a receiving location and put away in the same
transaction. Put away happens automatically upon receipt creation.
Standard Receipt
Shipments are received into a receiving location and then put away in a separate
transaction. Standard receipts can be inspected or transferred before put away.
Inspection Required
Shipments are received into a receiving location and then inspected and put
away in separate transactions. You can accept or reject material during the
inspection, and put away to separate locations, based on the inspection result.
Parent and Child Receiving Transactions: Explained
From the time of receipt, many transactions may be required to record the
movement of an item through the receiving and inspection process. For example,
after being received, you can transfer, inspect, and then put away an item. You
can keep track of an item since these transactions are linked together. Use the
Transaction History page to view an item's transaction history as if it were a
family tree with parent and child transactions.
The following aspects are important regarding parent and child relationships for
receiving transactions:
• Parent and child relationship conditions

• Parent and child relationship example
• Transaction history
Parent and Child Relationship Conditions
A parent transaction can have one or more child transactions, but a child
transaction has only one parent transaction.
Parent and Child Relationship Example
A receipt is received and then transferred. The receipt transaction is the parent of
the transfer transaction, while the transfer transaction is the child of the receipt
transaction.
Transaction History
The Transaction History page displays parent transaction information to help

you determine the status of the item for which you are entering a transaction. For
example, if you are about to transfer an item from Receiving Dock 1 to Inspection
Area A, you can verify that the parent transaction's location is Receiving Dock
1. The Transaction History page also displays the parent transaction's unit of
measure and available quantity. The available quantity is significant because
you cannot enter a quantity for a current transaction that is greater than the
parent transaction's available quantity. For example, if you have received 10,
you can inspect only up to a quantity of 10. The Transaction History page also
displays the inspection result for a parent transaction if the given material has
been accepted or rejected as part of an inspection.
FAQs for Creating Receipts

What happens if I am receiving lines that are lot or serial controlled?
You must specify lot numbers and serial numbers.
You can enter the applicable lot and serial numbers directly into the table or
select the lot and serials item from the Actions menu to record the applicable lot
and serial numbers.
Note
The option to specify lot and serial numbers is applicable to receipt lines with
direct receipt routing only. For receipt lines with a receipt routing of standard or
inspection required, you enter the lot and serial numbers during put away.
How can I receive closed purchase orders?
You must select the option to include closed purchase orders on both the Manage
Receiving Parameters page and the Receive Expected Shipments page. To access
this check box on the Receive Expected Shipments page, select the Add Fields
button and then select the Include closed purchase orders item from the list of
fields.
Why can't I populate the receipt quantity for my received lines?
The option to enforce blind receiving was selected for the organization on the
Manage Receiving Parameters page. With blind receiving, you cannot view the
quantity due or the quantity ordered for shipments when you receive items.

4
Inspect Material
Receipt Line Inspections: Explained
Inspection is the process of accepting or rejecting goods from suppliers or

customers before they are put away to their final destination.
The following aspects are important when inspecting receipt lines:
• Inspection quality
• Inspection quantity
• Split line inspections
• Multiple or single line inspections
• Packing units
• Inspection example
Inspection Quality
Quality codes indicate a particular quality standard. For example, Excellent

Condition or Damaged are good examples of quality codes. Quality codes
are defined during set up and your company can define as many codes for
inspection as you want. Each code must have a corresponding numerical
ranking, which provides an inspection scale. You use these inspection codes
when you receive and inspect the items you ordered.
Inspection Quantity
The inspection quantity field defaults to the receipt quantity. Accept the default
quantity if you are accepting or rejecting all items. If you choose to partially
accept or reject a line, you can edit the quantity.
Split Line Inspections
You can split a receipt line prior to inspection.
Inspect Material 4-1

Splitting a receipt line enables you to:
• Store the receipt line items in two different packing units after inspection.
• Partially accept and reject the line.
For example, if you have a quantity of 10 items, you can split the line and
then accept a quantity of 5 items and reject a quantity of 5 items.
• Provide a different quality code for quantities belonging to a single

receipt.
Multiple or Single Line Inspections
You can choose to accept or reject multiple lines on a receipt at one time, or
inspect the lines individually. Use the Inspect Receipt Lines page to inspect
multiple lines at one time. Use the Inspect Receipt Line page to inspect only one
receipt line.
Packing Units
You can enter the transfer packing unit number if material is kept inside a
packing unit after inspection.
If the material is kept inside a packing unit after receipt and before inspection,
then that is shown as the Source Packing Unit on the Inspect Lines and Inspect
Line pages.
Oracle Fusion Receiving defaults the source packing unit value to the Transfer
Packing Unit field. However, the transfer packing unit number can be the same
as the source packing unit number only if the entire quantity is either being
accepted or rejected.
Inspection Example
At the receiving dock, you receive a shipment of 200 glass vials that require
inspection. You record receipt and send the items to inspection. As the inspector
of the 200 glass vials, you want to accept 195 and reject 5. You split the line into
two lines so that you can send the 5 rejected glass vials back to the supplier and
deliver the 195 glass vials to the requestor.
FAQ for Inspect Receipts

How can I reinspect already inspected lines?
Prior to performing your search, select the Include lines already inspected item
from the Add Fields menu. Select the Include lines already inspected check box
and perform your search. The search results show lines that have been inspected,
but not yet put away. Select your lines and reinspect them.
5
Put Away Loads
Put Aways: Explained
Putting away received lines is the process by which goods are moved to their
final destination.
The following aspects are important when putting away received lines:
• Inventory or expense destinations
• Packing units
• Multiple distributions
• Receipt line transfer
• Split lines
• Inventory updates
You can record lot and serial information or generate multiple lots and serial
numbers for the material during put away.
If you select a receipt line for put away and the corresponding item is either lot
or serial controlled, then you must enter the lot and serial information. If the
complete receipt line corresponds to a single lot or serial range, then you can
update the lot and serial information directly on the Put Away Lines page or
the Put Away Line page. If not, then you can select the Record Multiple Lots
and Serial Numbers item from the Actions menu to input new lots and serial
numbers.
Inventory or Expense Destinations
You can put away items to inventory or expense destinations. For inventory
items, provide the subinventory and locator. For expense items, provide the
deliver-to location.
Put Away Loads 5-1

Packing Units
You can enter the packing unit if material is kept inside a packing unit after put
away or transfer.
Note
If you put away to an inventory destination, packing unit information will

not be tracked after put away. However, if you transfer material to a receiving
subinventory, packing unit information will be available after completion of the
transaction.
Multiple Distributions
For lines with multiple distributions you can put away lines at a purchase order
line level or at a distribution level. Such lines will have a destination type of
Multiple.
To expand the line and show all distributions, select the Show All Distributions
item from the Actions menu of the Put Away Lines and Put Away Line pages.
Note
In addition to the show all distributions option, you can edit the line with
multiple distributions by changing the destination type from Multiple to
Receiving.
Receipt Line Transfer
Transfer material by moving between different receiving subinventories. When

you provide the receiving subinventory, the receipt line status automatically
moves to Transferred.
Split Lines
You can split a line to receive in partial quantities to different inventory

locations.
Select Split Line from the Actions menu.
Inventory Updates
When you put away a line, inventory is automatically updated.
FAQs for Put Away Loads

What happens if I change the defaulted transaction date?
The changed transaction date must conform to the date tolerances set up on the
Manage Receiving Parameters page.
What's the difference between receiving and putting away inventory and
expense items?
For receiving and putting away inventory items, you provide the subinventory,
locator, and lot and serial information.
For receiving and putting away expense items, you provide the deliver-to
location.
How can I put away a receipt line into multiple locations?
Use the split line action to put away part of a receipt line or to distribute the
receipt line to multiple locations. Select Split Line from the Actions menu.
What happens if I am putting away lines that are lot or serial controlled?
You can enter the applicable lot and serial numbers directly into the table or
select the lot and serials item from the Actions menu to record the applicable lot
and serial numbers.
Put Away Loads 5-3

6
Create and Match Unordered Receipts
Unordered Receipts: Explained

You can create an unordered receipt by receiving unordered material into the
system. Unordered material consists of items that arrive at the warehouse
without documentation such as a purchase order. You must match unordered
receipts to a valid document before you can inspect or put away the receipt lines.
The following aspects are important when creating and matching unordered
receipts:
• Create receipt or return items
• New receipt or existing receipt
• Packing units, subinventories, and locators
• One-time items
• Prohibited tasks for unmatched items
• Unordered receipt process
Create Receipt or Return Items
When material arrives at your warehouse without documentation and you

cannot link it to a backing document, you must decide whether to create an
unordered receipt or return the items to the supplier.
Your options include:
• Creating an unordered receipt
You can receive the material in a hold area. This allows the warehouse
to move the material away from the receiving docks. The receiving
personnel can work on performing other receipts, while the manager
searches for the correct document details from the supplier. Once you
establish the document association, you can match the unordered receipt
to a document and proceed with inspecting or putting away the material
to storage.
• Returning the items to the supplier
Create and Match Unordered Receipts 6-1

You can return the material to the supplier. If your warehouse does not
allow unordered receipts, then you must send the material that arrives
without complete documentation back to the corresponding supplier.
New Receipt or Existing Receipt
You can create a new receipt or add the unordered items from the shipment to
an existing receipt. If you create a new receipt, you access the Create Unordered
Receipt page to enter the receipt header details. If you add the unordered items
to an existing receipt, you access the Add to Unordered Receipt page to add you
receipt details.
Packing Units, Subinventories, and Locators
Many distribution centers have a large receiving area that is divided into many
subinventories and locators. These distribution centers also store received
material in containers known as packing units. When creating the unordered
receipt, you can optionally enter packing unit, subinventory, and locator
information.
One-Time Items
You can create unordered receipts for infrequently ordered items that do
not have an existing item definition. For one-time items, you enter the item
description, but you do not enter an item number.
Prohibited Tasks for Unmatched Items
You cannot perform several transactions on an unordered receipt line until it is

matched.
Here are the transactions that you cannot perform on unmatched receipts:
• Return to supplier
• Inspect receipt line
• Put away receipt line
Unordered Receipt Process
The unordered receipt process includes creating and matching the unordered
receipt.
Here are the steps for creating an unordered receipt:
• Record receipt line details and navigate to the receipt header region.
• Specify the item, quantity, unit of measure, and receiving location for the
receipt line.
• Create a new receipt or add unordered receipt lines to an existing receipt.
• Enter the receipt header information and submit the transaction.
Here are the steps for matching an unordered receipt:
• Search for unordered receipts to match.
• Select receipt lines to match.
• Select the document number (such as PO number) and line detail to

match.
• Submit the unordered receipt line for matching.
Matching Restrictions: Explained

When you are ready to match your unordered receipts to the correct
documentation, you specify the purchase order (PO) or return material
authorization (RMA) number, receipt line, and receipt header information for
which you want to match the unordered receipt.
Oracle Fusion Receiving restricts the list of possible matching documents as

follows:
• The PO must have the same supplier as the unordered receipt.
• The PO cannot be in Final Closed or Canceled status.
• The PO must have at least one approved shipment in the same

organization where you performed the unordered receipt.
For RMAs, the receiving organization on the RMA must be in the same
organization where you performed the unordered receipt.
• The item and the purchasing category on the PO must be the same as
the item and purchasing category on the unordered receipt (except for
receipts of one-time items).
The item on the RMA, must be the same as the item on the unordered
receipt (except for receipts of one-time items).
• You can match only to approved shipments.
• The document must have a receipt routing of inspection required or

standard receipt.
Note
If the shipment has a routing of direct delivery, the Allow Routing Override
profile option must have been selected during setup.
FAQs for Unordered Receipts

Why can't I create an unordered receipt?
The receiving parameter to allow the creation of unordered receipts is not

selected for your warehouse.
Create and Match Unordered Receipts 6-3

Why can't I create an unordered receipt for the item?
The item specifications do not allow for the creation of an unordered receipt for
this item.
7
Manage Receipt Exceptions
Exceptions: Explained
An exception is any deviation noticed during the receiving process. A receiving

agent or warehouse manager can flag a line for an exception during receipt,
inspection, or put away. A count of lines with exceptions is displayed in the
Receipts work area.
The following questions explain exceptions:
• Why would you mark a line as an exception?
• What happens if you mark a line as an exception?
• How do you search for and resolve exceptions?
Why would you mark a line as an exception?
Examples of when you would mark a line as an exception include:
• Material is received in a pack with the seal broken, but all other contents
are intact. In this case, a receiving agent may flag the receipt line as
an exception so that during inspection the contents of the pack can be
inspected in detail.
• A supplier has sent a substitute item against the purchase order. The
receiving agent receives the material, but the receiving agent flags the
receipt line as an exception due to the substitute item.
What happens if you mark a line as an exception?
Even if a receipt line is marked as an exception, you can perform all receiving
transactions on this line.
How do you search for and resolve exceptions?
The warehouse manager or receiving agent can perform a search for lines
with exceptions by applying the corresponding filter during search. Then, the
Manage Receipt Exceptions 7-1

warehouse manager or receiving agent can resolve exceptions by deselecting the
Exceptions check box for lines with exceptions.
FAQs for Exceptions

How can I mark part of a receipt line as an exception?
Use the split line action to create two separate lines. Select Split Line from the
Actions menu. Once you split the line, select the Exceptions check box for the
newly created line.
8
Correct Receipts
Corrections: Explained
Correcting received lines is the process of correcting the transaction quantity of

material received.
You must have a valid receipt prior to correcting returns. The following aspects
are important when correcting receipts:
• Correction eligibility
• Positive correction or negative correction
• Correction updates
Correction Eligibility
You can correct receipt lines if they are associated with a purchase order
(PO), advance shipment notice (ASN), return material authorization (RMA),
requisition, or in-transit shipment and have one of the following statuses:
• Received
• Accepted
• Rejected
• Put Away
• Transferred
• Returned to Receiving
• Returned to Supplier
• Returned to Customer
In addition, if you select an item for correction, the correction quantity must
fall within the tolerance level set for the document. If the correction quantity
Correct Receipts 8-1

falls outside the tolerance limit, then appropriate action is taken based on the
tolerance action specified for the document.
If you select a receipt line for correction and the corresponding item is either lot
or serial controlled, then you must enter the lot and serial information.
If the complete receipt line corresponds to a single lot or serial range, then you
can update the lot and serial information directly on the Correct Lines page
or the Correct Line page. If not, then you can select the Record Multiple Lots
and Serial Numbers item from the Actions menu to input new lots and serial
numbers.
In the case of a positive correction, you can generate a new lot or serial number
for a lot or serial controlled item. In the case of a negative correction, you can
only select from existing lot and serial numbers that exist in the system for the
receipt line.
Positive Correction or Negative Correction
You can enter positive or negative corrections to any receiving transaction. A

positive correction increases the receipt line quantity by the specified quantity. A
negative correction decreases the receipt line quantity by the specified quantity.
Correction Updates
In the case of a positive correction, you can generate a new lot or serial number
for a lot or serial controlled item. In the case of a negative correction, you can
only select from existing lots and serial numbers that exist in the system for the
receipt line.
• When you correct a customer return transaction, the RMA is updated.
• When you correct a receiving transaction, inventory balances are

automatically updated if they have already been moved into inventory.
• When you make corrections to a receipt created against an ASN, your

purchasing, in transit, and inventory supplies are automatically updated.
FAQs for Corrections

What happens if I am correcting receipt lines that are lot or serial controlled?
Select the lot and serials item from the Actions menu to record the applicable lot
and serial numbers. If you are making a positive correction, you can generate
new lots when correcting the receipt. If you are making a negative correction,
you can only select existing lot and serial numbers.
9
Manage Returns
Returns: Explained
Returning received lines is the process of moving the material received in the
warehouse back to the supplier, customer, or receiving. You must have a valid
receipt prior to processing returns.
The following aspects are important when returning receipts:
• Return eligibility
• Return quantity
• Subinventories and locators
• Complete or partial return
• Debit memos
• Returns processing
Return Eligibility
The following aspects determine whether a receipt is eligible to be returned:

• Purchase order status: You can return an item to the supplier if the
purchase order is not in either Canceled or Final Closed status.
• Unordered receipt matching: You must match unordered receipts before
they can be returned.
• Source type: You cannot return receipt lines with internal source types
(interorganization shipments).
• RMA status: You cannot return RMAs to the customer if the material has
been delivered to inventory.
Return Quantity
If you select an item for return, then the return quantity must be less than
or equal to the parent quantity. If your organization does not allow negative
Manage Returns 9-1

balances, and the return quantity will result in a negative on-hand quantity, then
you cannot proceed with the transaction.
If you select a line to return and the corresponding item is either lot or serial
controlled, then you must enter the lot and serial information. If the complete
receipt line corresponds to a single lot or serial range, then you can update the
lot and serial information directly on the Return Lines page or the Return Line
page. If not, then you can select the Record Multiple Lots and Serial Numbers
item from the Actions menu to input new lots and serial numbers. You cannot
generate any new lot or serial numbers during returns.
Subinventories and Locators
When you return items to receiving, you have the option of selecting the
subinventory and locator, as well as the return from subinventory and locator.
If you do not select a subinventory and locator, the application uses the default
receiving subinventory and locator for the warehouse.
Complete or Partial Return
You have the option to enter a complete or partial return. If you are returning
only part of a receipt line, the return quantity will be less than the recorded
quantity. If you are returning the entire receipt line, then the return quantity will
equal the recorded quantity.
Debit Memos
Depending on the debit memo setting for the supplier site, the application can
automatically create a debit memo when a return is processed for the receipt line.
You can also manually create a debit memo for the return transaction.
Returns Processing
Return processing differs depending on whether you are returning items to the
supplier, customer, or receiving:
• Supplier: When you return items to the supplier, Oracle Fusion Receiving
creates both a Return to Receiving and a Return to Supplier transaction.
Receiving also reopens the associated purchase order for the return
quantity by reducing the original receipt quantity.
• Customer: When you return items to the customer, Oracle Fusion

Receiving creates both a Return to Receiving and a Return to Customer
transaction.
For customer returns, if you return the item back to the customer,
Receiving updates the RMA to reflect the returned quantity.
• Receiving: When you return items to receiving, you can optionally select
the subinventory and locator. If you do not select a subinventory and
locator, the application uses the default receiving subinventory and
locator for the warehouse.
FAQs for Returns

How can I return part of a receipt line?
Enter the quantity to return. If you are returning part of a receipt line, the return
quantity will be different than the recorded quantity. If you are returning the
entire receipt line, then the return quantity will equal the recorded quantity.
Why doesn't my purchase order appear in the search results?
A purchase order must have at least one approved shipment for which the ship-
to organization is the same as the current, active organization to appear in the
search results. Also, a receipt may not have been created for the purchase order.
What happens if I am returning receipt lines that are lot or serial controlled?
Select the lot and serials item from the Actions menu to record the applicable lot
and serial numbers. You cannot generate any new lot or serial numbers when
processing the return.
Manage Returns 9-3

10
Manage Receiving Processes and
Reports
Pay on Receipt
Pay on Receipt Process: Explained
The Pay on Receipt process enables you to automatically create standard,

unapproved invoices for payment of goods based on receipt transactions.
Invoices are created using a combination of receipt and purchase order
information.
You can automatically create invoices with multiple items and distribution lines,
and include tax. You define which supplier sites participate in Pay on Receipt
and enforce matching rules to ensure that the proper payments are made to the
suppliers.
Important features of the Pay on Receipt process include:
• Interfacing with Oracle Fusion Accounts Payable
• Setting up suppliers and supplier sites
• Matching invoices to purchase orders or receipts
• Delaying payment on receipt
• Creating invoices with multiple items and multiple distribution lines
• Defining invoice consolidation levels
• Other features
Interfacing with Accounts Payable
The Pay on Receipt program automatically creates an invoice batch depending

on the options set for the supplier and supplier site. The supplier site must be
set up as a Pay on Receipt site. Specifically, the Pay on receipt option must be
selected for the supplier site for self-billed invoices.
Manage Receiving Processes and Reports 10-1

Setting Up Suppliers and Supplier Sites
You can enter supplier information on the Sites tab of the Edit Suppliers page
to identify which suppliers are eligible for Pay on Receipt and can have their
invoices automatically created using the Pay on Receipt program.
Matching Invoices to Purchase Orders or Receipts
When the Pay on Receipt process runs, it automatically performs invoice

matching to the purchase order or receipt, depending on which Invoice Match
option was chosen for the shipment.
Delaying Pay on Receipt
You may want to allow time for corrections or returns against the receipts before
using the Pay on Receipt process to automatically convert the receipts into
invoices. The ERS aging period profile option enables you to specify this delay
period between the receipt date and the invoice creation date.
Creating Invoices with Multiple Items and Multiple Distribution Lines
When creating multiple distribution lines for invoices with partial receipt
quantities, the Pay on Receipt process prorates the charges across all your
purchase order distribution lines (for the received item).
Defining Invoice Consolidation Levels
The level of invoice consolidation determines how the Pay on Receipt process
creates an invoice for each run of the program. For invoices created based on
receipt transactions, you set up invoice consolidation levels for an individual
pay site in the Supplier Site user interface. The invoice levels include Pay Site,
Packing Slip, and Receipt.
Other Features
There are several other important features of the Pay on Receipt process.
These features include:
• Creating debit memos: You can choose to automatically generate debit

memos for return to supplier transactions once the Pay on Receipt process
creates the invoice.
• Enabling Pay on Receipt for individual purchase orders and releases: You
can enable Pay on Receipt for individual purchase orders and releases by
using the Pay On field in the Terms and Conditions page.
• Changing invoice prefixes: You can find Pay on Receipt invoices by using
the Find Invoices window in Oracle Fusion Payables to search for any
invoice in your system containing the prefix ERS-.
However, you can change this prefix, using the ERS Invoice Number
Prefix profile option. For example, shortening this prefix allows extra
spaces for longer packing slip or receipt numbers.
• Supporting self-billing invoices: The Self-Billing Invoice process is an

automated invoicing process where the buying company creates an
invoice on behalf of the supplier.
• Enforcing match approval levels to ensure proper payment: Two-, three-,

and four-way match approval levels are enforced by Oracle Fusion
Payables if you specify two-, three-, or four-way for the supplier site
match approval level.
Pay on Receipt: How It Is Processed
The Pay on Receipt process automatically creates an invoice batch depending

on your payables setup options. Invoice count and invoice total are calculated
automatically.
Settings That Affect the Pay on Receipt Process

You must set up the following parameters:
• Supplier and supplier site
• Payables setup options
The supplier and supplier site must be set up correctly. The supplier site must be
set up as a Pay on Receipt site.
You must complete the following Payables options:
• Enter an invoice currency and a payment currency on the Edit Supplier

page.
• If you need to calculate tax on the invoices, select the Automatic Tax
Calculation option and set the Calculation Level option to Line or Tax
Code on the Edit Supplier page.
• If the Sequential Numbering profile option is set to Partially Used or

Always Used, ensure that you have defined document sequences for your
invoices and set them to automatic numbering.
Otherwise, the Pay on Receipt process may not be able to complete

because it cannot generate document numbers for the invoices.
Important
Check that your receipts have been created successfully before running this
program. You can do this by locating the receipt on the Receiving Transactions
Summary page.

How the Pay on Receipt Process Builds Invoices
The Pay on Receipt process builds invoices with the following information:
• Amount: Determined by multiplying the received quantity by the
purchase order item unit price
• Payment Terms: Defaulted from the purchase order payment terms or
from the supplier site payment terms, depending on your Oracle Fusion
Payables setup.
• Tax: Based on tax codes on each purchase order shipment, or the default
tax hierarchy in Payables.
• Currency: The Pay on Receipt process builds invoices differently
depending on whether or not the purchase order currency and supplier
site currencies are fixed-rate currencies.
If the purchase order currency and the supplier site payment currency
are not fixed-rate currencies (for example, not euro-related currencies),
the Pay on Receipt process builds the invoices this way, regardless of the
supplier site invoice currency.
• Invoice Currency: Defaulted from the purchase order currency.
• Payment Currency: Defaulted from the purchase order currency.
If the purchase order currency and the supplier site payment currency are
fixed-rate currencies (for example, euro-related currencies), the Pay on
Receipt process builds the invoices this way, regardless of the supplier site
invoice currency.
• Invoice Currency: Defaulted from the purchase order currency.
• Payment Currency: Defaulted from the supplier site payment currency.
For example, if the purchase order currency is francs and the supplier
site payment currency is the euro, the payment currency on the invoice
is the euro.
If no supplier site payment currency is defined and the supplier site
invoice currency is a fixed-rate currency, the payment currency defaults
from the supplier site invoice currency. If the supplier site invoice
currency is not a fixed-rate currency, then the payment currency
defaults from the purchase order currency.
If the Alternate Pay Site field is populated for the supplier site used
on the purchase order, the invoice created is for the alternate pay site.
Otherwise the supplier site on the purchase order is used. The supplier
site used for the invoice must be defined as a pay site.
How the Pay on Receipt Process Is Run

Complete the following steps to run the Pay on Receipt process:
1. Navigate to the Schedule New Process window from the Manage
Scheduled Processes page.
2. Select Job as the type.
3. Select Send Pay on Receipt as the process name.
4. In the Process Details window, select Evaluated Receipt Settlement for
the transaction source.
5. Enter a value for the Commit Interval.
The commit interval is a numeric representation of the number of invoices
evaluated before they are committed. For example, if you have a commit
interval of 10, after 10 invoices have been processed, they are committed.
If you then process another 5, and the process fails, only 5 will not be
committed.
6. (Optional) Enter a receipt number.
Note
If the Receipt Number field is null, the program tries to process all the receipts
that have not been invoiced successfully. If you enter a value for the receipt
number, only that receipt is processed.
7. (Optional) Enter a value for the aging period.

The aging period defaults from the ERS Aging Period profile option, but
you can change it here. For example, an aging period of 2 means that Pay
on Receipt processes only those receipts that are 2 or more days old.
8. Click Submit to begin the process.
9. Make sure that the Pay on Receipt process and the Payables Open
Interface Import process complete successfully.
After the Pay on Receipt process completes, it calls the Payables Open
Interface Import process to complete invoice creation. Therefore, note
the process ID on the Manage Scheduled Processes page for the Pay on
Receipt process. Use this ID to check the status of the Payables Open
Interface Import process to be sure it also completes successfully. If not,
fix the errors in the Open Interface Invoices window and resubmit the
Payables Open Interface Import process.
Print Receipt Traveler Report
Receipt Traveler Reports: Explained

The Receipt Traveler report facilitates the receiving, inspection, and delivery of
goods that you receive within your organization. After you receive the goods,
you can print receipt travelers and attach these tickets to the goods. You can
enter selection criteria to specify the receipt travelers that you want to print. One
receipt traveler prints per distribution, and each traveler has space for you to
record delivery comments.
You can set up the Receipt Traveler report to work in two different ways:
• Automatic printing

• Manual printing
Automatic Printing
If the Print Receipt Traveler profile option is set to Yes on the Receiving
Parameters page, the receipt traveler automatically prints when you perform a
receipt or a receiving transaction, and when you match unordered receipts. This
report can also be run manually.
Manual Printing
You can manually run the Receipt Traveler report from the Manage Scheduled
Processes page. Select the Receipt Traveler report process, enter process details,
and submit the report for processing.
The followings table describes the values that you enter on this page.
Field Entry
Submission Select Receipt Traveler in the Process Name field.
Deliver-to Location Enter a deliver-to location to restrict the report to a
specific deliver-to location.
Source Organization Enter the organization name for this report.
From Receipt Enter the beginning receipt number.
To Receipt Enter the ending receipt number.
From Item Enter the beginning item number.
To Item Enter the ending item number.
From Category Enter a beginning item category.
To Category Enter an ending item category.
Ship-to Location Enter a ship-to location to restrict the report to a
specific location.
Precision Enter the decimal precision for quantities on the
report.
Review Receiving Transactions
Manage Receiving Transactions: Explained
The Receiving Transaction processor processes your pending or unprocessed

receiving transactions. This background process is triggered every time you
create a receipt.
Important features of the Receiving Transaction processor include:
• Processing modes of the Receiving Transaction processor
• Functions of the Receiving Transaction processor
• Running the Receiving Transaction processor
Processing Modes of the Receiving Transaction Processor
The Receiving Transaction processor handles your pending or unprocessed

receiving transactions based on the processing mode that was set up for the
profile option. The processing mode option can be set up at the site, application,
responsibility, and user levels.
The processing mode options include:
• Online: In the Online processing mode, the Receiving Transaction

processor is called when you save your work.
• Immediate: In the Immediate processing mode, when you save your

work, the receiving forms call the Receiving Transaction processor for
the group of transactions that you have entered since you last saved your
work.
Note that this is a specific group of transactions. Transactions belonging

to other groups (for example, those entered by another user in Batch
processing mode) are not included.
• Batch: In the Batch processing mode, the receiving forms insert

transaction information into the receiving interface tables.
These transactions remain in the interface table until you run the
Receiving Transaction processor. Oracle Fusion Receiving takes into
account all pending transactions, but the application does not update the
transaction history, source documents, and supply information until the
transactions are processed.
You can set Standard Report Submission parameters to run the Receiving
Transaction Processor at specified intervals so that your pending
transactions are processed as often as required.
Functions of the Receiving Transaction Processor
The Receiving Transaction processor performs the following functions:
• Validates advance shipment notice and advance shipment and billing

notice information in the receiving open interface.
• Derives and defaults values into the receiving interface tables.
For example, if a particular value or field is not received, the receiving

open interface tries to derive the value using defaulting and derivation
rules.
• Creates receipt headers for in-transit shipments.
• Creates receipt lines for all receipts.
• Maintains transaction history information.
• Maintains lot and serial transaction history.

• Accrues uninvoiced receipt liabilities.
• Maintains the following purchase order quantities: received quantity, put

away quantity, accepted quantity, and rejected quantity.
• Closes purchase orders for receiving.
• Maintains the following requisition quantities: received quantity and put

away quantity.
• Maintains supply information.
• Maintains inventory information (for the Inventory destination type).
Running the Receiving Transaction Processor
To run the Receiving Transaction processor:
• Navigate to the Submit Requests window.
• Select Requests in the first field.
• Select Receiving Transaction Processor in the Name field.
• Click Submit to begin the process.
11
Communicate Receiving Messages and
Updates with Trading Partners
Create ASNs and ASBNs
Creating ASNs and ASBNs: Overview
In this activity, suppliers can create ASNs (advance shipment notices) and
ASBNs (advance shipment billing notices) when a shipment is ready. Upon
submission of the ASN or ASBN, a notification is sent to the buyer. For ASBNs,
the supplier also enters billing details, such as the invoice number, invoice date,
and invoice amount.
Suppliers can:
• Search for purchase order lines and create ASNs and ASBNs
• Enter shipment details for the ASN or ASBN
• Enter lot or serial information
• Record nested packing units
• Enter billing information for ASBNs
• Edit an ASN or ASBN line
• Split a shipment line
FAQs for Creating ASNs and ASBNs

What happens if I am creating an ASN or ASBN for lines that are lot or serial
controlled?
If the complete receipt line corresponds to a single lot or serial range, then you
can update the table. If not, then you can select the lot and serial item from the
Actions menu to input new lot and serial numbers.
Communicate Receiving Messages and Updates with Trading Partners 11-1

How can I record nested packing units?
Select the Record Nested Packing Units item from the Actions menu.
How can I split a purchase order line?
Select the purchase order line and then select the Split Line item from the
Actions menu. The system adds a duplicate line to the table. You can then edit
the original and new line.
Manage Advance Shipment Notices
Managing ASNs and ASBNs: Overview

In this activity, supplier customer service representatives can view, edit, and
cancel ASNs (advance shipment notices) and ASBNs (advance shipment billing
notices) through the Manage Shipments and Edit Shipments pages. They
can select an individual shipment on the Manage Inbound Shipments page
to be transferred to the Edit Shipment page. The Supplier Customer Service
Representative can use the Edit Shipment page to work on all shipment lines in
a shipment at one time, or drill down into a specific shipment line on the Edit
Shipment Details page.
FAQs for Managing ASNs and ASBNs

Why can't I cancel the ASN or ASBN?
You cannot cancel an advance shipment notice (ASN) or advance shipment

billing notice (ASBN) if the buying company has received any of the associated
lines. In addition, for ASBNs, you cannot cancel the ASBN if the invoice has been
paid by the buying company.
What happens if I cancel an ASN or ASBN?
The system sends a notification to the buyer. In addition, for ASBNs, both
the shipment notice and corresponding invoice that was issued in the buyer's
payables system are canceled.
Note
You cannot undo the cancellation of a shipment.
Manage Receipt Advice
Receipt Advice Process: Explained

The Receipt Advice process uses ESS to transmit information regarding the
expected inbound shipment of goods from an outsourcer (Logistics Service
Provider's Customer) to a Logistics Service Provider (LSP) to expect inbound
goods.
Receipt Advice Information
The receipt advice contains all necessary information for the physical material
receipt and material reconciliation such as item information, quantity expected
date of receipt, and expected location of receipt. The receipt advice also contains
special instructions such as inspection, labeling, and so forth.
Advance Shipment Notice
The receipt advice may or may not be accompanied by an ASN. The receipt
advice by itself provides enough information to perform the receipt of goods in
the warehouse.
Send Receipt Confirmation
Send Receipt Confirmation Process: Explained
The Logistics Service Provider (LSP) uses the Receipt Confirmation workflow
process to communicate that a shipment has been received on behalf of their
outsourcer (Logistics Services Provider's Customer). This communication may
contain cost information from the shipping documents that the outsourcer uses
to calculate the total landed cost of the goods.
The Confirm Receipts Workflow Process sends notifications for items with a
destination type of Expense, a routing of Direct Delivery, and a need-by date
that is equal to or later than today's date.
Upload ASN or ASBN
Uploading ASNs or ASBNs: Explained
If you have a large volume of advance shipment notices (ASNs) or advance

shipment billing notices (ASBNs), you can create a spreadsheet containing
shipment details and upload it into your buying company's system. You can
create shipment notices offline, and then upload the file.
The supplier customer service representative can upload a tab-separated file for
creating an ASN or ASBN. You can navigate here by selecting the Upload ASN
or ASBN link in the task pane of the Oracle Fusion Supplier Portal.
Communicate Receiving Messages and Updates with Trading Partners 11-3

12
Manage Self-Service Receipts
Receive Item
Receive Items: Overview
In this activity, procurement requesters can create receipts against requisitions,
purchase orders, and advance shipment notices.
To create self-service receipts, select Navigator - Procurement - Receipts .
Quantity-Based Lines and Fixed-Price Service Lines: Explained

You can view quantity-based items and fixed-priced lines in the same interface.
However, there are several differences between these two line types. An example
of a quantity-based line item is 55 boxes. An example of a fixed-price line item is
security services for an amount of 1000 USD.
Quantity-Based Lines
Quantity-based lines include a physical quantity. Quantity-based lines display

the actual quantity in the Quantity field. For quantity-based lines, the Currency
field is not applicable. Instead, the UOM field displays the applicable unit of
measure for the quantity-based item. You can return and correct quantity-based
lines.
Fixed-Price Lines
Fixed-price lines do not have a physical quantity. Fixed-price service lines

display an editable amount instead of a quantity in the Quantity field. For fixed-
price service lines, the UOM field is not applicable. Instead, the Currency field
displays the currency and the currency is not editable. You can correct fixed-
price service lines, but you cannot return them.
FAQs for Receiving Self-Service Receipts

Why can't I see the quantity ordered, quantity already received, and the default
receipt quantity?
Blind receiving was enforced as a profile option for this organization.
Manage Self-Service Receipts 12-1

Can I search by both purchase order and requisition?
Yes, you can search by entering values in both the Purchase Order and
Requisition fields. You can also search by entering either a purchase order or
requisition number. The system returns a different set of lines in the search
results based on the combination of requisition and purchase order.
Manage Receipt
Manage Receipts: Overview
In this activity, procurement requesters can view the details of receipts that have
been created, return the complete or partial quantity of items received to the
supplier, and make modifications to an existing receipt quantity in case of any
errors.
Procurement requesters can:
• Search for existing receipts
• View existing receipts
• Correct receipts
• Return receipts
To manage self-service receipts, select Navigator - Procurement - Receipts , and

then click Manage Receipts.
FAQs for Returning Self-Service Receipts

What's the difference between returningfixed-price lines and quantity-based
lines?
You cannot return fixed-price lines. You can only return quantity-based lines.
Confirm Receipts Process
Confirm Receipt Process: Explained
The Confirm Receipts workflow sends notifications through the Web or e-mail
to requestors or buyers who create requisitions in Oracle Fusion Self Service
Procurement. The workflow informs the requestors or buyers that they should
have received an item.
The most important aspects of the Confirm Receipts workflow process include:
• Notification criteria
• Notification options
• Notification delivery
Notification Criteria
The Confirm Receipts workflow sends notifications for items with a destination
type of Expense, a routing of Direct Delivery, and a need-by date that is equal to
or later than today's date.
Notification Options
You can have notifications sent to the requestor for them to respond to the
receipt status of an order. These notifications are called confirm receipt
notifications.
The options available to the requestor who receives a notification include:
• Fully received
• Not received
• Partially received
• Receive up to amount invoiced due to an invoice match in Oracle Fusion

Payables
Notification Delivery
When created, the line on the purchase order must have a matching level of 3-
way matching. The Confirm Receipts Workflow Select Orders process must be
submitted for the notifications to be sent to the requestors.
Notifications are sent when either of the following occur:
• Some amount of time must have lapsed from the need-by date on the
order line.
The standard amount of time is 1 day after the need-by date, although
you could modify this in the workflow.
• An invoice is matched to the purchase order line in payables, and the

invoice itself is on quantity or amount receiving hold.
Manage Self-Service Receipts 12-3

13
Analyze Materials Management and
Logistics Performance
Monitor Warehouse Operations Dashboard

Warehouse Operations Key Performance Indicators: Explained
Key performance indicators (KPIs) measure how well an organization or
individual performs an operational, tactical, or strategic activity that is critical for
the current and future success of the organization.
The Warehouse Operations Dashboard contains the following KPIs:
• Inventory Value
• Hit or Miss Accuracy
• Exact Matches Rate
Inventory Value
The Inventory Value KPI shows the total value of inventory owned by your
organization. The KPI indicates whether the material is physically available
in the warehouse or if the material is in transit. The KPI report enables you to
compare the inventory value for a selected time period with the prior year's
inventory value for that same time period. You can also compare inventory value
by inventory categories.
Hit or Miss Accuracy
The Hit or Miss Accuracy KPI shows the percentage of the cycle count that falls
within the hit and miss tolerances of a total cycle count. This KPI provides the
rate of hits during the cycle counting process. The KPI report enables you to
compare the hit or miss accuracy for a selected time period with the prior year's
hit or miss accuracy for that same time period.
Exact Matches Rate
The Exact Matches Rate KPI shows the exact match entries as a percentage of
the total cycle count entries. An exact match entry is an entry where the counted
quantity entered is the same as the system quantity. The rate of exact match
entries obtained during the cycle count is called Exact Matches Rate. The KPI
Analyze Materials Management and Logistics Performance 13-1

report enables you to compare the exact matches rate for a selected time period
with the prior year's exact matches rate for that same time period.
Warehouse Activity Dashboard Calculations: Explained

The Warehouse Activity Dashboard provides a summary of the most critical
operations within the warehouse. You can launch into specific work areas to
further drill down to get a better understanding of the issues and take corrective
actions.
The dashboard shows completed and not completed values for:
• Outbound shipments
• Pick slips
• Inbound shipments
• Cycle count sequences to record
Outbound Shipments
Outbound shipment totals include:

• Past Due, Not Completed: Includes all shipments that were due to ship
prior to today, and have still not shipped.
For example, this includes all shipments with initial ship dates of
yesterday and prior, but that are not in a Closed status. Shipments that are
in a Confirmed status are counted towards the completed total.
• Past Due, Completed Today: Includes all shipments that were due to ship
prior to today, and that have shipped today.
For example, this includes all shipments that were set to a Confirmed or
Closed status today and had an initial ship date prior to today.
• Due Today, Not Completed: Includes all shipments that are due to ship
today, and that have not yet closed.
• Completed Today: Includes all shipments that have shipped today.
For example, this includes all shipments that have been set to Confirmed
or Closed status today. This does not include past due shipments that
were completed today.
Pick Slips
Pick slip totals include:

• Due Today, Not Completed: Includes all pick slips due to be confirmed
today, and that have not yet been confirmed.
For example, all the pick slips that are open today and whose activities are
due today (pick slip status equals Open and the activities due date equals
Today).
For example, for a given date of X, this column reflects all pick slips with a
due date of X and a status of Open.
The count in the column equals the sum of all open pick slips (outbound
+ replenishment + requisition) for the due date value of Today in the Pick
Slips work area.
• Completed Today: Includes all pick slips confirmed today.
Inbound Shipments
Inbound shipment totals include:

• Past Due, Not Completed: Includes all expected shipment lines due to be
received prior to today, and that have not yet been received.
This is the sum of all expected shipment lines for the due date value of All
Past Due in the Receipts work area.
• Past Due, Completed Today: Includes all expected shipment lines due to
be received prior to today, and that have been received today.
• Due Today, Not Completed: Includes all expected shipment lines due to
be received today, and that have not yet been received.
These lines reflect the sum of all expected shipment lines for the due date
value of Today in the Receipts work area.
• Completed Today: Includes all expected shipment lines received today.
This does not include past due shipments that were completed today.
Cycle Count Sequences to Record
Cycle count sequences to record include:

• Due Today, Not Completed: Includes all pending count sequences with a
status of Open.
This is the sum of all unique items pending for count (both serialized and
nonserialized) in the Counts work area.
• Completed Today: Includes all count sequences that are counted and have
a count date of today.
A link is not available from this number.
Inventory Value KPI: How It Is Calculated

The Inventory Value key performance indicator (KPI) displays the total value of
inventory owned by your organization. The KPI report presents a hierarchical
view of sequential and year ago inventory value comparisons. The system
calculates inventory value as a product of item quantity and cost. You can filter
the report by year, organization, and inventory category.
Settings That Affect the Inventory Value KPI

You can filter the Inventory Value KPI on the following criteria:

• Year: Select a year value for comparison.
• Currency: Select a currency for the KPI report.
• Inventory Category: Select a specific inventory category or select All.
• Organization: Select the organization for the KPI report.
• Period: Select the time period that you want to appear in the KPI figure
for year ago comparison. For example, 2010 Q1.
How the Inventory Value KPI Is Calculated

There are several calculations involved with the Inventory Value KPI table.
Table Heading Calculation

On-Hand Value Material that is physically available in the
warehouse. The system calculates the on-hand value
by multiplying the on-hand item quantity and the
cost.
In-Transit Value Material that is in transit. The system calculates the
in-transit value by multiplying the in-transit item
quantity and the cost.
Total Value Sum of the on-hand value and in-transit value.
Percentage Change in Total Value from One Year Percent of total value change between the selected
Ago year and the prior year. For example, if your
organization has 3300 notebook computers at a
cost of 600 USD each in 2011, and 2970 notebook
computers at a cost of 700 USD each in 2010, the total
change from a year ago is 4.76%.
Inventory value for 2010: 2970*700 USD=2,079,000

USD
Inventory value for 2011: 3300*600 USD=1,980,000

USD
Percentage Change in Total Value from One Year

Ago: [(2079000-1980000)/2079000]*100=4.76%
Percentage of Total Value The total inventory value for a category as a
percentage of the total inventory across all
categories. For example, if the value of desktop
computers, notebook computers, handheld devices,
and monitors in your organization is 12100 USD,
3300 USD, 720 USD, and 88 USD respectively, the
percent of total value for desktop computers is 77%.
Total inventory value: 12100 USD+3300 USD+720

USD+88 USD=15708 USD
Percentage of Total Value: (12100/15708)*100=77%
For the selected time period, the Inventory Value KPI figure shows the total
inventory value compared with the same time period for the prior year. For
example, if you select 2011 Q1 for the Period field, the KPI figure displays the
following bars:
• Current Total Inventory Value: Displays inventory value for the current
period (for this example, Q1 2011).
• Total Inventory Value One Year Ago: Displays results for Q1 2010.
The values are shown for each of your selected inventory categories (such as
desktop computer, notebook computer, hand held devices, monitors, and so
forth).
Hit or Miss Accuracy KPI: How It Is Calculated
The Hit or Miss Accuracy key performance indicator (KPI) displays the
percentage of the cycle count that falls within the hit and miss tolerances of a
total cycle count. This KPI provides the rate of hits during the cycle counting
process. An entry is termed as a hit if the discrepancy between the entered and
system quantities falls within the specified tolerance limits.
Settings That Affect the Hit or Miss Accuracy KPI

You can filter the Hit or Miss Accuracy KPI on the following criteria:
How the Hit or Miss Accuracy KPI Is Calculated

There are several calculations involved with the Hit or Miss Accuracy KPI table.
Table Heading Calculation

Total Entries The total count of cycle count entries in the specified
period.
Total Hit Entries An entry is termed as a hit if the discrepancy
between the entered and system quantities falls
within the specified tolerance limits.
Note
The total number of hit entries is not shown in the

KPI table.
Hit or Miss Accuracy Percentage Accuracy level of an organization's inventory. The

value is calculated as a percentage of the total hit
entries to the total number of entries (Total Hit
Entries/Total Number of Entries)*100). For example,
if you have 110 hit entries and 112 total entries, the
Hit or Miss Accuracy is 98%.
Hit or Miss Accuracy Percentage:

(110/112)*100=98%

Percentage Change from One Year Ago Percent of hit or miss accuracy change between the
selected year and the prior year. For example, if your
organization had a hit or miss accuracy of 99.9% in
2011 and 98.9% in 2010, the total change from a year
ago is 1%.
Percentage Change from One Year Ago:

[(99.9-98.9)/99.9]*100 =1%.
For the selected time period, the Hit or Miss KPI figure shows the hit or miss
accuracy percent compared with the same time period for the prior year. For
example, if you select 2011 Q1 for the Period field, the figure displays the
following bars:
• Hit or Miss Accuracy: Displays results for Q1 2011.
• Hit or Miss Accuracy One Year Ago: Displays results for Q1 2010.
Exact Matches Rate KPI: How It Is Calculated

The Exact Matches Rate key performance indicator (KPI) shows the exact match
entries as a percentage of the total cycle count entries. An exact match entry is
an entry where the counted quantity entered is the same as the system quantity.
The rate of exact match entries obtained during the cycle count is called Exact
Matches Rate.
Settings That Affect the Exact Matches KPI

You can filter the Exact Matches Rate KPI on the following criteria:
How the Exact Matches KPI Is Calculated

There are several calculations involved with the Exact Matches Rate KPI table.
Table Headings Calculations

Total Entries The total count of cycle count entries in the specified
period.
Total Match Entries The total count of exact match entries in the specified
period. An exact match entry is an entry where the
counted quantity entered is the same as the system
quantity.
Note
This value does not appear in the KPI table.
Exact Matches Rate Percentage Accuracy level of an organization's inventory. The
value is calculated as a percentage of the total match
entries to the total number of entries (Total Match
Entries/Total Number of Entries)*100). For example,
if you have 110 match entries and 112 total entries,
the exact matches rate is 98%.
Exact Matches Rate: (110/112)*100=98%

Percentage Change from One Year Ago Percent of exact match rate change between the
selected year and the prior year. For example, if your
organization had an exact matches rate of 99.9% in
2011 and 98.9% in 2010, the total change from a year
ago is 1%.
Percentage Change from One Year Ago:

[(99.9-98.9)/99.9]*100=1%.
For the selected time period, the Exact Matches KPI figure shows the exact
matches rate percent compared with that same time period for the prior year.
For example, if you select 2011 Q1 for the Period field, the figure displays the
following bars:
• Exact Matches Rate: Displays results for Q1 2011.
• Exact Matches Rate One Year Ago: Displays results for Q1 2010.
FAQs for Warehouse Operation Dashboard

What's the difference between inbound shipments and outbound shipments?
Inbound shipments are items that you receive into the warehouse. Oracle Fusion
Receiving supports the receipt of purchase orders, purchase requisitions, return
material authorizations, and interorganization shipments.
Outbound shipments are items that you ship out of the warehouse. Oracle
Fusion Shipping automates and helps manage outbound shipments.

Glossary
ASBN
Abbreviation for advance billing shipment notice. Electronic data interchange

(EDI) or Extensible Markup Language (XML) from a supplier that informs the
receiving organization that a shipment with billing information is in transit.
These ASBNs contain the same information as ASNs and also include invoice
and tax information. Once an ASBN is validated in the receiving open interface
and imported into Oracle Fusion Purchasing, an invoice for the shipment is
created automatically.
ASN
Abbreviation for advance shipment notice. Electronic data interchange (EDI) or

Extensible Markup Language (XML) from a supplier that informs the receiving
organization that a shipment is in transit. ASNs speed the receiving process by
enabling the receiver to check in entire shipments without entering individual
line information. The ASN may contain details including shipment date, time,
and identification number; packing slip data; freight information; item detail
including cumulative received quantities; country of origin; purchase order
number; and returnable packing unit information.
ERS
Abbreviation for evaluated receipts settlement.
PO
Abbrevation for purchase order.
RMA
Abbreviation for return material authorization.
Glossary-1

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Oracle® Fusion Applications Materials Management and

Logistics, Inbound Logistics Guide

Part Number E22710-03

Author: Kristy Carlile

1 Monitor Receipts Work Area

2 Manage Inbound Shipments

3 Receive Expected Shipment Lines

5 Put Away Loads

6 Create and Match Unordered Receipts

7 Manage Receipt Exceptions

10 Manage Receiving Processes and Reports

11 Communicate Receiving Messages and Updates with Trading Partners

12 Manage Self-Service Receipts

13 Analyze Materials Management and Logistics Performance

Oracle Fusion Applications Help

Oracle Fusion Applications Guides

Guides are designed for specific audiences:

To supplement these guides, which cover specific business processes and

Guide Intended Audience Purpose

Other Information Sources

Oracle Enterprise Repository for Oracle Fusion Applications

• Technical information about integrating with other applications, including

The Oracle Fusion Applications information is provided as a solution pack that

Comments and Suggestions

Receipts Work Area: Overview

Outstanding Work Summary: Explained

Expected Shipment Lines

Includes all lines awaiting receipt as of the current time.

Monitor Receipts Work Area 1-1

Lines Awaiting Put Away

Manage Inbound Shipments: Overview

• Search for in-transit shipments

• View, edit, or cancel inbound shipments

• View, edit, or cancel shipment lines

• View, edit, or cancel ASNs and ASBNs

To manage inbound shipments, select Navigator - Receipts , and then click

Canceling Inbound Shipments: Explained

Important points to consider when canceling inbound shipments include:

• Lines eligible for cancellation

• Cancellation of the entire shipment versus cancellation of shipment line

• Ramifications of canceling an inbound shipment

Lines Eligible for Cancellation

Manage Inbound Shipments 2-1

Ramifications of Canceling an Inbound Shipment

FAQs for Inbound Shipments

The shipment line has been fully received or partially received.

Creating Receipts: Explained

The following aspects are important when receiving shipment lines:

• New receipt or existing receipt

• Quantity and date tolerances

• Packing units, subinventories, and locators

• Lot and serial number information

New Receipt or Existing Receipt

Quantity and Date Tolerances

These checks include:

The maximum acceptable percentage of quantity that can be received in

Receive Expected Shipment Lines 3-1

• Early and late receipt tolerance

Packing Units, Subinventories, and Locators