Using E10.1.500.32, I never tried this before so I am not surprised that it didn’t work the way I thought it would. had a large order come in, 100 items. I have used mass receipt many times an it works great. this time I didn’t have the opportunity to check the all the items for accuracy, So I decided to just mark all the items as arrived. I was thinking that I could come back and mass receipt the items after I checked them all. As I found out that is not possible, the software told me that the order was closed. I went into the list page and I was able to check the received check box to finish up the receipt. My question is, is this the prooer way to finish this receipt or is there another way to finish the receipt using the 2 step process that Epicor requires you to do on each receipt??
You should just be able to use the “Received All” checkbox I the top right of the header screen. This will mark all arrived lines received.
Like @zwilli526 said, the Receive All button in mass receipt is what you should do.
I think the main reason people would mark something as arrived, but not received, is when they want to inspect before accepting it into inventory. That way the PO shows as having being fulfilled (and I believe a vendor invoice coukd be applied against it). But the QOH does not reflect the receipt, because you’re not certain they can be used.
For that 100 line receipt you had to go back and mark each line as received, I would have:
- gone to the list view
- rearranged the columns to put the Received column 2nd
- Exported to excel
- Changed the second column to True
- Copied just the first two columns in excel
- Paste Update back in the Receipt entry screen
Not sure if this could help in some fashion but you can changed when a purchase order ‘closes’ with the setting…
Company Configuration / Modules / Material / Purchase / Close Release At = Receipt.
This will stop the purchase order closing when all lines ‘Arrived’, rather when they are all ‘Received’
Doing a mass receipt with close release at 'Receipt’
Setting
Demo PO
Receipt Entry > Mass Receipt
Click Select All > Get All > Process
We see the Purchase Order is not closed
If we do the same thing but with it to Arrival
The purchase order automatically closes (I just repeated the same actions above
This was done on the Epicor Demo Data