Receipt of Insp Req Material Incorrectly

What can I do when a user rec’d the wrong line and the material is Insp Req and has been processed?

  1. Wrong line is rec’d, so we are going to pay the wrong material.

How do I fix the PO part of this.

You could always scrap it and then add a new line to the PO for wrong line received…maybe create a reason code for wrong line received….then accounts can make the proper adjustments….

M. Manasa Reddy
P: 703.471.7145 x454
manasa@euclidsys.commailto:manasa@euclidsys.com

I meant Accounting can make the proper adjustments….

M. Manasa Reddy
P: 703.471.7145 x454
manasa@euclidsys.commailto:manasa@euclidsys.com

Not ideal, but the both lines came a day after each other, so we just rec’d the incorrect line again…

We had the same problems, so I opened a call with Epicor support. The process is rather involved, but at least it gets your goods received not invoice report correct as well.

Clearing Incorrect Receipts that have Inspections
Once an inspection record has been saved you cannot delete the inspection record or associated PO receipt.
Steps to correct inventory, purchase order, and payables should this occur:

  1. Nonconform parts from Inventory (probably should use comments field to explain why). Use nonconformance reason
  2. In inspection processing, fail the parts to DMR
  3. In the DMR screen,
    a. Detail: Key in the supplier # and purchase point
    b. Add new Reject
    i. Supplier RMA, leave blank (or use FIX Receipt type annotation)
    ii. Quantity = quantity received in error
    iii. PO Receipt area – add pack # and line
    iv. Verify unit price matches PO
    v. Select a valid reason code
    c. Add new Debit/Credit
    i. Unit Cost – match PO
    ii. Quantity – quantity received in error
    iii. Select a reason code
    iv. Save, note the “Debit/Credit Reference” invoice number assigned. This is typically DMR#-Action#-Line
  4. Forward the following information to Accounts Payable for clearing:
    a. Debit/Credit Reference info
    b. Packing Slip # and line
    c. Purchase Order #, Line, and Release
  5. Accounts Payable then:
    a. Create an AP invoice group
    b. Add a new invoice, use some type of indicator that you are fixing an internal process error versus an invoice coming from the supplier (EG PO#####-Fix)
    c. Add a new receipt line, select the packing slip provided.
    d. Update invoice header variance to match the receipt
    e. Actions Get | DMR Debit Memos
    f. NOTE: this process does not allow individual selection, so any extra debit memos would need to be deleted
    g. Verify the base total = 0 on the group header; this indicates the debit memo is offsetting the invoice
    h. Run the edit list
    i. Post the group
  6. At this point the inventory and the goods received not invoiced transactions are correct. If an inventory adjustment was done prior to reflect an incorrect receipt, it would have to be reversed.
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