Use the Shipments window to enter multiple shipments for standard and planned purchase order lines and to edit shipments that Purchasing automatically created for you. A purchase order shipment specifies the quantity, ship-to organization and
location, date you want your supplier to deliver the items on a purchase order line, and country of origin for the items. When you save your work, Purchasing creates distributions if sufficient valid default information is available and if there are no
existing distributions.

Shipments Tab

2. Enter the ship-to Organization. If you entered an item, you can pick only organizations in which the item is defined. If you entered a revision number on the purchase order line, then the item revision must also be defined in the organization. Note that you cannot update the organization once you have saved your work if the shipment has distributions.

3. Enter the Ship-To location for the shipment. You can pick any location that does not have an organization or any location whose organization matches the organization in the previous field.

4. Enter the Quantity (Amount, if using Oracle Services Procurement) for the shipment. This value must be greater than 0. The default is the quantity from the corresponding Purchase Order Line. If you decrease this quantity, Purchasing
automatically defaults the quantity ordered of the next line to the total quantity that you have not yet placed on a shipment line. The UOM is displayed to the right of the Quantity.

5. Enter the date and time that the supplier Promised delivery of the items. This promised date is printed on the purchase order shipment. The default is from the Purchase Order Preferences window.

6. Enter the Need By date and time when the requestor needs the item. This date is printed on the purchase order if you do not enter a promised date. The default is from the Purchase Order Preferences window.
If you use Purchasing with Master Scheduling/MRP, you must provide a need-by date for purchase order shipments with Master Scheduling/MRP planned items. You must also provide a need-by date for Inventory planned items

More Tab

 

2. Enter the Invoice Close Tolerance percent for your shipments. Purchasing automatically closes a shipment for invoicing if it is within the invoicing closing tolerance at billing, when Payables matches invoices to purchase orders or receipts.

3. Select one of the following options for Match Approval Level:
Two-Way: Purchase order and invoice quantities must match within tolerance before the corresponding invoice can be paid.
Three-Way: Purchase order, receipt, and invoice quantities must match within tolerance before the corresponding invoice can be paid.
Four-Way: Purchase order, receipt, accepted, and invoice quantities must match within tolerance before the corresponding invoice can be paid.
If you enter an item, a value for this field is defaulted from Item master else it 'll default from purchasing option.

• If you have match option set to 'Purchase Order' in PO, then you can create an invoice against this supplier and match only at 'PO' level in AP. Which means, in AP system will not allow you to match this invoice at 'PO receipt' level.
• If you have match option set to 'Receipt' in PO, then you can create an invoice against this supplier and match only at 'Receipt' level in AP. Which means, in AP system will not allow you to match this invoice at 'PO' evel.                             

Therefore, you can match Invoice only to the document purchase order or receipt specified by the invoice match option on the purchase order shipment. 

5. Select Accrue at Receipt to indicate that the items on this purchase order line accrue upon receipt. Inventory destined items always accrue upon receipt. For expense items, if the Accrue Expense Items flag in the Purchasing Options window is set to Period End, the items cannot accrue upon receipt, and you cannot change the shipment level default. If the Accrue Expense Items flag is set to At Receipt, the default is to accrue upon receipt, but you can change it to Period End

6. Select Firm to firm the purchase order shipment. Firm your purchase order when you want to indicate to Master Scheduling/MRP or your manufacturing application that it should not reschedule this shipment.

7. The VMI box will be checked if this item is under vendor managed inventory control.

8. The Consigned box will be checked if this is a supplier consigned item.

Status TAB
For each shipment, Purchasing displays the Status and the quantity Ordered, Received, Cancelled, and Billed