Purchasing - Tolerance Override Process

Tolerance Override Process
  1. Type FPARCVD in the Search field and press ENTER to open Receiving Goods.
  2. Type NEXT for the next available Banner receipt number.
  3. Click the Go button to advance to the Receiving Header section.
  4. Double-click in the Receiving Method (optional) field and select from the list. To select an item, double- click the item or click to highlight it, and then click the OK button.
  5. To enter Receiving Text (optional) select FOATEXT from the Related menu. Enter text with the date and your initials. Click the Save and Exit buttons. The Receiving Text box will be checked.
  6. Select a Carrier (optional).
  7. Today’s date defaults in the Date Received field. To select a date, click the Calendar button and select a date from the displayed calendar, or enter dd-mmm-yyyy, then press TAB.
  8. Click the Next Section button to advance to the Packing Slip section.
  9. Enter the Packing Slip (required) number for the shipment received.
  10. Click the Next Section button to advance to the Purchase Order section.
  11. Enter the Purchase Order number and press TAB to populate the Buyer and Vendor fields.
  12. Select from Tools menu:
    1. Receive all Purchase Order items, or
    2. Select Purchase Order Items (FPCRCVP) if there is more than one item on the PO or you only want to receive a partial shipment.
      1. Select Add Item for each item you need to receive.
      2. Click the Save, Exit, and Yes buttons to close the page.
  13. Click the Next Section button to advance to the Commodity section.
  14. TAB to the FOB Code (optional) field and press F9 to open the FOB Code List (FTVFOBS).
  15. Press the DOWN ARROW to highlight the FOB for this receipt.
  16. Click OK or double-click the value to return it to the FOB Code field.
  17. Verify the Final Received box. Check Final Received only if this is the last receipt for this commodity.
  18. Enter the quantity received in the Current Received field and press TAB.
  19. Press the DOWN ARROW to access the next commodity, if there is more than one commodity being received.
  20. Repeat steps 14 through 19 for all remaining commodities.
  21. Click the Next Section button to advance to the Completion section.
  22. Click the Complete button.
  23. The system displays a warning message “WARNING: Total accepted quantity is greater than the allowable limit.”
  24. Select the Tolerance Override check box for each commodity you’ve over-received.
  25. Click the Next Section button.
  26. Click the Complete button to complete the receiving document.
  27. Click the Close button to return to the main menu.

Keywordsreceiving, purchasing, procurement   Doc ID120343
OwnerLearning Systems Support .GroupUI Training and Development Resources
Created2022-08-08 10:27 CSTUpdated2023-04-24 13:39 CST
SitesUniversity of Illinois Training and Development Resources
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