Standard PO Receiving (WF-001)

Purpose

Use this to receive items with a PO.

Start: Truck with PO arrives End: Items in stock, labels printed

Before You Begin

You need:

• PO number
• Dakota login
• Label printer
• Scanner (if you have one)

Workflow Overview

Enter PO → Process Items → Print Labels

Step-by-Step Instructions

Step 1: Open PO Receiving

1. Log in to Dakota
2. Click Receiving
3. Click PO Entry
4. Screen PO232 opens

Step 2: Enter PO Number

1. Type the PO number
2. Press Enter
3. Check the vendor name

Is the vendor correct? If not, check the PO number.

Step 3: Review the PO

1. Note how many items are on the PO
2. Note the total count
3. Compare to what you got

Step 4: Process First Item

1. Go to the first line
2. Count the cases
3. Type the count
4. Type the lot number (if asked)
5. Type the expiry date

Step 5: Check the Date

The screen shows a color:

• Green: Date is fine
• Yellow: 30 days left (warning)
• Red: 45 days left (alert)

Yellow or red? Ask your manager. Press F20 to override.

Step 6: Fix Quantity Problems

Too many items:

1. Type what you got
2. Pick a reason code:
   • O1: Vendor sent extra
   • O2: PO was wrong
   • O3: Makeup for old shortage

Too few items:

1. Type what you got
2. PO stays open

Damaged items:

1. Type the good count
2. Press F7
3. Type the bad count
4. Pick a damage code

Step 7: Process More Items

Do Steps 4-6 for each line.

Step 8: Print Labels

1. Press F6
2. Labels print
3. Each label has:
   • LP number
   • Item name
   • Count
   • Slot

Step 9: Finish

1. Check all lines are done
2. Press F3
3. Stock is updated

Step 10: Apply Labels

1. Put label on each pallet
2. Set aside for putaway
3. Tell the forklift driver

Decision Points

PO Not Found

System says no PO.

Options:

• Check the PO number
• Call purchasing
• Use No-PO receiving

Date Warning

Yellow or red date.

Options:

• Get F20 override
• Reject the item
• Ask your manager

Big Quantity Gap

Count is off by more than 10%.

Options:

• Use reason code
• Call purchasing
• Check the BOL

Common Variations

No Lot Number

Some items skip lot entry.

Catch Weight Items

For meat or produce:

1. Type case count
2. Type total weight

Many Pallets Same Item

1. Type count for pallet 1
2. Press F6 for label
3. Repeat for each pallet

Troubleshooting

Related Workflows

• WF-002: Barcode Receiving
• WF-003: Super PO
• WF-004: ASN Receiving
• WF-005: No-PO Receiving

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