Standard Operating Procedure:

Workbench to Receipt Process

Revision: 001 Release Date: 09/20/2006

This document defines the process of releasing planned order off of the MRP
workbench and processing them to receipt. Before you begin, you must have
Material Planner and Purchasing responsibilities.

From your Material Planner responsibility, open the Workbench form as shown
below.

Press the Supply/Demand

button as shown. The screen
below will appear.

Here you can enter the fields you would like to filter your search on. Order Type
and Make or Buy are good choices. This will bring up all planned orders to be
converted into purchase requisitions. Press the FIND button and you should see
a screen similar to the one below.

Here you can

select the item
you want to
release. Simply
check the box to
the left and the
“Select for
Release” box.
You can change
the Date or
Quantity if
needed. Now press the RELEASE button.

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 Standard Operating Procedure:
Workbench to Receipt Process
Revision: 001 Release Date: 09/20/2006

You should see the screen below.

The system will generate a
purchase requisition for the item
when you press the OK button.

You now have to change your

responsibility to Purchasing.

From your purchasing

responsibility, go to the AutoCreate
form as shown below.

The Find Requisition Lines

form will appear. Delete any
data in the buyer field and if
you wish to run the query
based on the item, input the
item as shown. Press the
FIND button to run the
query.

Check the box to

select the requisition
lines you wish to
convert to a purchase
order then press the
AUTOMATIC button.

The system will now open the New

Document form. Input a supplier and press
the CREATE button.

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 Standard Operating Procedure:
Workbench to Receipt Process
Revision: 001 Release Date: 09/20/2006

You should now see the purchase order screen as shown below.

The system will have assigned a

PO number and input the
information from the requisition
lines. The PO is ready to
approve. Press the APPROVE
button.

You should now see the screen to the right. Press the OK button to approve the
purchase order. If you have enough approval authority, the PO will display again
with a status of APPROVED. It is now ready to be received.

From the receiving menu, select

Receipts. The Find Expected
Receipts form will appear and you
can input the PO number. Press
FIND.

You will now see the screens below.

Check the box for the quantity you
want to receive and press the SAVE
icon at top of the application.

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 Standard Operating Procedure:
Workbench to Receipt Process
Revision: 001 Release Date: 09/20/2006

This will generate a receipt number and place the items into receiving.

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 Standard Operating Procedure:
Workbench to Receipt Process
Revision: 001 Release Date: 09/20/2006

You now need to perform a receiving transaction to get the material ready for
inspection.

Go to the receiving transactions

form as shown. Enter the PO
number and press the FIND
button. The screen below will

appear. Check the box to select the line and press the INSPECT button. The
form below will appear. If the material passes inspection, set it to Accept and
press the OK button.

Save your work. Open the

Receiving Transactions screen
again and query up the PO
number like before.

Now you can see the Inspection

process is complete and you
can enter the subinventory and
locations to deliver the items to
stock.

This completes the process.

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