ConfigurationReceiving
Receiving Module Configuration Guide
Overview
This guide documents all configurable settings for the Receiving module. Use it during implementation to set up customer-specific behavior.
Audience: System Administrators, Implementation Consultants
Module: Receiving
1. Customer-Level Settings
These settings are configured per customer (WHCODE) and affect all receiving operations for that warehouse.
1.1 Expiration Date Rules
| Setting |
Field |
Description |
Default |
| Distributor Days |
EXDDAY |
Minimum days before expiry for distributor acceptance |
90 |
| End-User Days |
EXUDAY |
Minimum days before expiry for end-user acceptance |
45 |
| Warning Threshold |
EXWARN |
Days remaining that triggers yellow warning |
30 |
| Alert Threshold |
EXALRT |
Days remaining that triggers red alert |
45 |
| Require Override |
EXOVRD |
Whether manager override required for warnings |
Y |
Configuration Location: Customer Master File (CUSTMAST)
Example:
WHCODE: 001
EXDDAY: 90
EXUDAY: 45
EXWARN: 30
EXALRT: 45
EXOVRD: Y
1.2 Receiving Tolerances
| Setting |
Field |
Description |
Default |
| Overage Tolerance % |
RCVOVR |
Maximum overage before rejection |
10 |
| Shortage Tolerance % |
RCVSHT |
Maximum shortage before alert |
5 |
| Auto-Close Threshold |
RCVCLS |
Remaining qty below which PO auto-closes |
1 |
Configuration Location: Warehouse Control File (WHCTL)
1.3 Label Configuration
| Setting |
Field |
Description |
Default |
| Label Format |
LBLFMT |
Label template name |
STANDARD |
| Auto-Print |
LBLAUTO |
Print label automatically on confirm |
N |
| Copies |
LBLCPY |
Number of label copies |
1 |
| Include Barcode |
LBLBAR |
Include barcode on putaway label |
Y |
Configuration Location: Printer Configuration (PRTCFG)
2. Feature Flags
Feature flags enable or disable specific functionality. They are organized into tiers based on deployment frequency.
2.1 Tier 1: Core Features (Always Enabled)
These features are part of the base product and cannot be disabled.
| Flag |
Description |
Value |
| RCV_STANDARD_PO |
Standard PO receiving (WF-001) |
Always ON |
| RCV_LP_TRACKING |
License plate generation |
Always ON |
| RCV_DATE_VALIDATION |
Expiration date checking |
Always ON |
2.2 Tier 2: Common Options (Customer Choice)
These features are enabled per customer based on their requirements.
| Flag |
Description |
Default |
Enable When |
| RCV_UCI_BARCODE |
GS1-128 barcode scanning (WF-002) |
OFF |
Customer uses barcoded pallets |
| RCV_SUPER_PO |
Mixed pallet receiving (WF-003) |
OFF |
Customer receives mixed pallets |
| RCV_NO_PO |
No-PO receiving (WF-005) |
OFF |
Customer needs emergency receives |
| RCV_CATCH_WEIGHT |
Variable weight item support |
OFF |
Food distribution customers |
| RCV_ASN |
Advance Ship Notice integration |
OFF |
EDI-enabled vendors |
| RCV_LOT_TRACKING |
Lot number capture |
ON |
Most customers |
Configuration Location: Feature Flag Table (FEATFLG)
Example SQL:
INSERT INTO FEATFLG (WHCODE, FLAGNAME, FLAGVAL, EFFDATE)
VALUES ('001', 'RCV_UCI_BARCODE', 'Y', '2026-01-15');
2.3 Tier 3: Advanced Options (Rare)
These features are for specific customer scenarios.
| Flag |
Description |
Default |
Enable When |
| RCV_MULTI_UOM |
Receive in alternate UOM |
OFF |
Complex unit conversions needed |
| RCV_SERIAL_TRACK |
Serial number capture |
OFF |
High-value item tracking |
| RCV_TEMP_MONITOR |
Temperature logging |
OFF |
Cold chain compliance |
| RCV_PHOTO_CAPTURE |
Damage photo attachment |
OFF |
Claims documentation required |
| RCV_DUAL_APPROVE |
Two-person verification |
OFF |
High-security environments |
3. Integration Settings
3.1 ERP Integration
| Setting |
Description |
Options |
| ERP_SYNC_MODE |
How receipts sync to ERP |
REALTIME, BATCH, MANUAL |
| ERP_SYNC_FREQ |
Batch sync frequency (minutes) |
5, 15, 30, 60 |
| ERP_RETRY_COUNT |
Retries on sync failure |
1-5 |
| ERP_ERROR_ACTION |
Action on sync error |
QUEUE, ALERT, BLOCK |
3.2 Scanner Configuration
| Setting |
Description |
Options |
| SCAN_MODE |
Scanner communication |
USB, BLUETOOTH, WIFI |
| SCAN_SUFFIX |
Character appended after scan |
ENTER, TAB, NONE |
| SCAN_TIMEOUT |
Seconds before scan timeout |
5-30 |
| SCAN_BEEP |
Audible feedback |
ON, OFF |
3.3 Printer Configuration
| Setting |
Description |
Options |
| PRT_TYPE |
Printer type |
ZEBRA, HONEYWELL, SATO |
| PRT_CONNECTION |
Connection method |
USB, NETWORK, SERIAL |
| PRT_QUEUE |
Print queue name |
(varies) |
| PRT_FAILOVER |
Backup printer |
(printer ID) |
4. Security Settings
4.1 Role Permissions
| Permission |
Description |
Receiving Clerk |
Supervisor |
Admin |
| RCV_VIEW |
View PO and receipts |
Yes |
Yes |
Yes |
| RCV_ENTRY |
Enter receipts |
Yes |
Yes |
Yes |
| RCV_OVERRIDE |
Override date warnings |
No |
Yes |
Yes |
| RCV_NO_PO |
Create no-PO receipts |
No |
Yes |
Yes |
| RCV_DELETE |
Delete receipt records |
No |
No |
Yes |
| RCV_CONFIG |
Change settings |
No |
No |
Yes |
4.2 Override Codes
| Code |
Description |
Required For |
| MGR01 |
Supervisor override |
Date warnings |
| MGR02 |
Manager override |
No-PO receiving |
| ADM01 |
Admin override |
Configuration changes |
5. Reason Codes
5.1 Overage Reason Codes
| Code |
Description |
Requires Approval |
| O1 |
Vendor shipped extra |
No |
| O2 |
PO quantity incorrect |
No |
| O3 |
Prior shortage makeup |
No |
| O4 |
Sample/promotional |
Yes |
| O9 |
Other (comment required) |
Yes |
5.2 Shortage Reason Codes
| Code |
Description |
| S1 |
Vendor short-shipped |
| S2 |
Damaged in transit |
| S3 |
Refused at dock |
| S9 |
Other (comment required) |
5.3 Damage Reason Codes
| Code |
Description |
Claims Eligible |
| D1 |
Shipping damage |
Yes |
| D2 |
Product defect |
Yes |
| D3 |
Packaging failure |
Yes |
| D4 |
Temperature damage |
Yes |
| D5 |
Forklift damage |
No |
| D9 |
Other |
Review |
6. Implementation Checklist
Pre-Go-Live Configuration
Validation Steps
- Create test PO in system
- Receive with each enabled workflow
- Verify date validation fires at correct thresholds
- Test overage/shortage/damage entry
- Confirm labels print correctly
- Verify ERP sync completes
7. Troubleshooting Configuration Issues
| Symptom |
Likely Cause |
Resolution |
| Date warnings not appearing |
EXWARN set too low |
Increase warning threshold |
| Can't enable UCI barcode |
License not activated |
Contact support for license |
| Labels not printing |
PRT_QUEUE misconfigured |
Verify printer queue name |
| Override not working |
User lacks permission |
Check role assignments |
| ERP sync failing |
Connection settings wrong |
Verify ERP_SYNC settings |
Document Information
| Field |
Value |
| Version |
1.0.0 |
| Module |
Receiving |
| Audience |
Administrators |
| Last Updated |
2026-01-13 |
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