Receipt Location & Transfer Order Creation

As a Purchasing Agent
I want to set a default receipt location on a vendor card
So that all purchase orders from this vendor automatically route incoming goods to the central receiving warehouse, without having to set it manually on each order

Setup:

1. Open the Vendor Card for the relevant vendor.
2. In the Receipt Location Code field (added by Purchase Order Management), select the location where goods from this vendor physically arrive (e.g. RECEIVING).
3. Verify that a transfer route exists between RECEIVING and the purchase order's destination location, with an in-transit code set.
4. From now on, purchase orders created for this vendor will have the receipt location code pre-filled on the header and lines.

Note: The receipt location cannot have Bin Mandatory enabled.

As a Purchasing Agent
I want to change the receipt location on a purchase order header so that a specific shipment goes to a different receiving point than the vendor's default
So that I can accommodate exceptional routing without changing the vendor card

Setup:

1. Open the Purchase Order.
2. On the header, change the Receipt Location Code to the desired receiving location for this order.
3. The lines will validate against the header's receipt location code — ensure lines are updated accordingly.
4. Post the receipt as normal. The transfer order will use the location you specified on this order.

As a Purchasing Agent
I want to have some purchase lines on the same order go through the receipt location while others go directly to the order location
So that a mixed order can be partially received centrally and partially at the destination

Setup:

1. Open the Purchase Order and set the Receipt Location Code on the header to the receiving location.
2. On the order lines, the receipt location code is pre-filled from the header.
3. For lines that should go directly to the order location (bypassing the receipt location), clear the Receipt Location Code on those individual lines.
4. When the receipt is posted, only the lines with a receipt location code will trigger the transfer order creation.

Note: The line's receipt location code must match the header's receipt location code when filled in. Lines with no receipt location code are posted normally.

As a Business Manager
I want to configure the system to automatically post the transfer order shipment when the purchase receipt is posted
So that the internal transfer requires no manual posting step at the receiving location

Setup:

1. Open Purchase Order Management Setup.
2. Enable Automatic Transfer Shipment Posting.
3. Ensure the receipt location does not have Require Shipment enabled in the Location Card (bin-mandatory or warehouse shipment locations are excluded from auto-posting).
4. From now on, when a purchase receipt is posted with a receipt location code, the transfer order shipment is automatically posted in the same step. Only the transfer receipt at the destination remains as a manual step.

As a Purchasing Agent
I want to open a transfer order and immediately see which purchase order and receipt it was created from
So that I can follow the full supply chain of a receipt from the vendor to the destination warehouse

Setup:

1. Open the Transfer Order in question.
2. The following fields (added by the app) are visible on the transfer order header:
   • Purchase Order No. — the purchase order that originated the receipt
   • Vendor Order No. — the vendor's reference number
   • Purchase Receipt No. — the posted receipt number
3. Use these fields to navigate back to the source documents if needed.

As a Purchasing Agent
I want to know which purchase lines cannot use the receipt location feature
So that I can identify exceptions in advance and handle them without errors during posting

Setup:

The following conditions prevent the Receipt Location Code from being used on a purchase line:

1. Non-inventoriable items — service items and non-inventory items cannot be routed via a receipt location.
2. Lines with item tracking — lot or serial tracked items cannot use the receipt location (the system will raise an error during posting if tracking entries exist).
3. Lines with reservations — reserved lines cannot use the receipt location.
4. Special order lines — lines linked to a special sales order are excluded.
5. Lines with received quantity — if any quantity has already been received (Qty. Rcd. Not Invoiced > 0 or a receipt number is already assigned), the receipt location code cannot be changed.
6. Receipt location with Bin Mandatory — the receiving location may not have Bin Mandatory enabled.

For lines that meet these restrictions, clear the Receipt Location Code on the line and post them normally to the purchase order location.

As a Business Manager
I want to designate a specific location as the routing location for drop shipment sales order lines
So that when a sales order line is marked as Drop Shipment, the system automatically assigns the correct location code

Setup:

1. Open the Location Card for the location to be used for drop shipments.
2. In the Drop Shipment Location field (added by the app), enable the setting to mark this location as the drop shipment destination.
3. When a sales order line's Drop Shipment flag is set to true, the system automatically validates the location code on the line to the location designated as the drop shipment location.
4. Similarly, when a Special Order flag is set on a sales order line, if the line's location has a Special Order Location defined, the system validates the location code to that alternative location.

Note: This feature applies to sales order lines only, not purchase lines. Drop shipment and special order lines on purchase orders have their Receipt Location Code automatically cleared.