Receiving Self Service

Is anyone willing to share their experiences with Receiving Self Service?

We are looking in to using it and I am wondering what others experiences have been. Was there any push back from Finance and how did you work through it? Were there any issues with end users adoption or training? Are there any pit falls to be on the look out for and/or were there any benefits that were surprising?

Thanks,
Pat

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Comments

dechevar

We will be looking at utilizing this for key staff members. We initially qaushed the roll out because there wasn't an easy way to lock down RSS users to only receive POs for their own areas. In addition, they question then becomes do they also do receiving adjustments and returns as well?

We are thinking about rolling it out in our corporate office for our IT department to receive in the IT goods shipped there since there is no receiving staff.

unknown

We are using it for limited staff who are at sites with no Receiving. It is true that they can receive any PO but we have never experienced that occurring. Any Receiving adjustments are done as a function of MMIT but those are rare as well. Other than that it functions well and does the job you need it to do. Most issues are user based, staff get confused when doing partial receiving and may then over receive when the balance of the order comes in creating a Buyer Receiving Message. Finance has not had an issue with it either likely because no receipts are a huge A/P issue.

unknown

How did your organization deploy this program?

unknown

For us it is only about 20 users. We informed the management staff in those areas that they would now be responsible to get this work done. They supplied the user names, we gave security access to the required screens and trained the users. Accounts Payable communicates directly with those areas regarding missing receipts or any Receiving issues. Bigger issues go to MMIT. The functionality is very simple in RQC and not much for the users to get themselves into trouble. Training could easily be done with screen shots and directions. The worst that happens is that goods are received in error and they don't get invoiced and then could end up on the RNI reports. MMIT and the departments review these and if needed do adjustments. Vendors generally only send invoices for goods they have shipped. Nothing is totally perfect but that is the case even with Receiving Departments....

For us the areas doing this are mostly receiving things like Office Supplies and smaller goods. Additionally as all of our PO's are only created from Reqs and all reqs have to be Approved by a Dept Head and then goods are ordered by Purchasing. So no conflict with the same person ordering, buying and receiving.

unknown

Thanks! This is a big help!

unknown

We have it rolled out to our dock staff who like it for working large standing orders or "weird" packing slips as we have it set to display 100 lines by default. This means they can see the entire PO on one screen rather than the page up/down they need to do on PO30 or trying to scroll in list view on the handheld.

We did not roll it out to offsite users - as mentioned above - filtering to just your POs was painful. Instead we have an IPA ask the user, if they say yes, the IPA receives the PO as user Lawson with a comment identifying the user.

paula-cochenour

Thanks...

What is the trigger for your IPA?

greenj

Can you tell me where I can change my default lines to display more than 25?

unknown

You change it in the rqc_config.xml file on the server, then reload the config file and do a cache refresh from RQC Utilities screen.

unknown

In that IPA scenario how do you handle partial receipts?

greenj

Does the change only affect Receiving Self Service or does it affect other screens?

unknown

Our IPA scenario - we created a custom PO64 button and then a custom screen to populate the workunit. When we submit, we are launching the workunit - no trigger event involved.

As a result, the receiver is entering the quantity to process - For partial receipts, If the PO Qty is 2 and 1 is already received, they simply only populate 1. When the user approves it, the PO30 is created for 1, not 2.

It works for over receiving too, if PO Qty is 2, the receiver can create the request for 3.

There's a comment section and the user email sees PO Qty, Already Received and Requested Qty.

(Shameless Plug: I'm presenting at Inforum, this is one of the flows we will be showing.)

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