Users can log in to the OLISS Web side, go to the "Workbench → Workflow Task → Purchase Order - Accept" interface, and follow the steps 1-6 below to operate:
When all items have been supplied to the ship and the actual acceptance quantity is consistent with the actual purchase quantity, you can click the "Complete Acceptance" button to confirm the completion of the documentation (Step 4). After clicking the "Complete Acceptance" button, the warehousing operation cannot be performed again. Before that, it can be stored in batches multiple times (considering that the actual quantity on board may not be equal to the purchase quantity, there is a mandatory "Complete Acceptance" function button). Users should pay attention when clicking.
Users can repeat the "Stock-in" operation in step 3 until all items have been processed for stock-in. Finally, execute step 6 to end the documentation. Each purchase acceptance operation will automatically generate a stock-in sheet and update the inventory quantity of the ship.
Note: After completing the acceptance in step 4, if the "Approve" step is not set in the purchase order approval process, after completing the acceptance, the purchase order will become "Completed" status. At the same time, the stock-in sheet will be automatically generated in the "Stock Management → Stock-in Management" interface, and the associated documentation will display "Purchase Order", as shown in the figure below.
After the purchase order is accepted and stored, the stock-in sheet will be automatically generated on the stock-in management interface
If there is a situation of duplicate storage, refer to A and B below:
*A:If the user has not set the approval steps for the purchase order, after completing the acceptance, the stored items will directly generate a stock-in sheet. If there is a situation of duplicate storage, it is necessary to correct the inventory in the "Stock Management" module through outbound/inbound.
①If the quantity in stock is more than the actual purchase quantity, you can add an outbound order in the "Stock Management → Stock-out Management" interface, select the type "Stock-out by Correction", refer to the figure below.
②：If the number of incoming goods is more than the actual quantity, you can add an incoming order in the "Stock Management → Stock-in Management" interface, select the type "Stock-in by Correction", refer to the figure below.
*B: If an approval step is set, users can perform a return operation during approval, then delete the "Acceptance Record" at the Acceptance Record (no need to correct it at the Inbound and Outbound). After deleting the "Acceptance Record", the acceptance and inbound will be performed again. The documentation will only generate the inbound form after completing the process, and it needs to be corrected at the Inbound and Outbound only after being generated and modified.
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