REQUIREMENT:
Verify the Item Receipt Customization: Auto PO creation and closing of open PO Quantities – The process of receiving items from a purchase order and the creation of Item Receipt and close the unreceived items automatically.
Mohd Ali Mohideen Supermarket wants to create the Item Receipt for the selected items from the purchase order. Also, they would like to close the item lines where those items are not received from the corresponding purchase order and to reorder the items to a new Purchase order.
Item Receipt
We will add a custom checkbox named “Closing PO for remaining”in the Purchase order record and the script will be executed based on this checkbox.
Receive items Page
User can navigate to the receive items pageby Transactions > Purchases > Receive Orders
Full Receive :In case of fully receiving the items from a purchase order, we can either use the Standard Receive Orders page which will allow bulk receiving of multiple orders or can do it in a single level. The script will not do anything in this case.
Partial Receive :Incase of partial receive, an Item receipt will be created with the selected quantity of items and there are two cases as follows:
Case 1: Partial Item Receipt =checked in the purchase order
Our script will be work when we create an Item receipt for the purchase order having “Partial Item Receipt” is checked.
- In this scenario, we will create an Item receipt for the selected items with selected quantity from the purchase order
- Script will close the item lines which are not received from the purchase order and reorder the remaining items with the corresponding quantity to a new purchase order with the same vendor.
- The new purchase order will be created in the “Pending Approval” status and will go for a three-level approval again and it provides the way to edit the purchase order as per our need.
- When we are receiving an item partially, we will close the same item line with full quantity from the Purchase order and we will add a new item line for the same item with the received quantity in the purchase order.
CASE 2 : Partial Item Receipt = unchecked in the Purchase order
In case of receiving an item from the purchase order where the “Partial Item Receipt” checkbox is not checked, the script will not trigger and the NetSuite standard functionalities will be followed for the creation of Item receipt.
Cancel Items
When the user clicks on the Receive link, a new screen will be opened with a new button “REJECT ITEM RECEIVING” in the Item receipt form.
- The button can be used to reject the Item receipt creation and on clicking the Reject button, we will be navigated to a custom record named “Item Receipt Reject Reasons” and we need to submit the record.
- On successfully creating a record, the reject reason will be attached the corresponding purchase order record in the custom field “Item Receipt Reject Reason”.
- This field will contain the internal id of the custom record which defines the reject reason
. - Also, we will close all the item lines in the purchase order record without recreating the purchase order.
Test case documentation : Item Receipt Customization.xlsx