SC350 Umoja Inbound Goods Process for Non-Peacekeeping Entities

Transcription

1 SC350 Umoja Inbound Goods Process for Non-Peacekeeping Entities Umoja Inbound Goods Process: Non-PK Version 20 Last Copyright Modified: United 20-March-2015 Nations 1

2 Agenda Course Introduction Module 1: Umoja Inbound Goods Process Review Module 2: Inbound Delivery Module 3: Physical Goods Receipt Module 4: Virtual Goods Receipt Module 5: Goods Receipt Returns and Reversals Module 6: Reports Course Summary Course Assessment Course Survey 2

3 Introduction Please share with us: Your name Your section/unit Years of experience in the UN An interesting fact about you 3

4 Ground Rules Please consider the following guidelines during the training session: Turn your cell phone to silent mode. Please step out of the class to take any important phone call Please do not access your or the Internet outside of breaks Participate fully in the training session and respect each other s contribution Breaks are included at the discretion of the trainer X X No Phones Do Not Access Participate Ask Questions Breaks 4

5 Course Overview The purpose of the Umoja Inbound Goods Process (Non-Peacekeeping) course is to train the end users on how to support the Inbound Goods process using the Umoja ECC system. This process is used for activities performed when receiving goods from commercial/commodity vendors. Prerequisite Review You should have completed the following prerequisite courses: Umoja Overview Umoja Master Data & Coding Block Overview Umoja ECC Navigation Umoja Logistics Overview for Non-Peacekeeping Course Duration: 6 hours 5

6 Course Objectives After completing this course, you will be able to: Explain the key concepts from the Logistics Overview (Level 1) course View a PO in Umoja ECC Update and display an Inbound Delivery Run an Inbound Delivery report Perform Physical and Virtual Goods Receipts against an Inbound Delivery Describe the notifications in the Inbound Goods process Run reports as part of the Inbound Goods process 6

7 Agenda Course Introduction Module 1: Umoja Inbound Goods Process Review Module 2: Inbound Delivery Module 3: Physical Goods Receipt Module 4: Virtual Goods Receipt Module 5: Goods Receipt Returns and Reversals Module 6: Reports Course Summary Course Assessment Course Survey 7

8 Module 1 Objectives After completing this module, you will be able to: Explain the key concepts from the Logistics Overview (Level 1) course 8

9 Key Terminology Key Term Description Purchase Order (PO) A buyer-generated document that authorizes a purchase transaction Invoice Goods Receipt Low Value Acquisition (LVA) Three-Way Matching A vendor-generated document that indicates the products, quantities and agreed prices for products delivered by the vendor A document generated to acknowledge the receipt of goods, against an Inbound Delivery, conducted at the point of first receipt or transfer of ownership A PO used for requirements that are up to $4,000 USD, issued without the direct involvement of Procurement. This replaces the Short Form PO process The comparison of information, such as, quantities, price per unit and terms appearing on the vendor s invoice with the information on the PO and the Goods Receipt. This is done through the Logistics Invoice Verification (LIV) process 9

10 Key Terminology Key Term Description Plant The location where materials are produced, purchased, stored, inventoried, shipped, received and valuated or from which services are provided Storage Location A storage location reflects inventory owned by a particular Funds Center in a plant. It also reflects geographical locations that fall within the same plant Batch Management The management of batches, or homogenous partial quantities of a material or product Serialization The process by which each equipment received is assigned a unique number 10

11 Key Terminology Key Term Inbound Delivery Movement Type Virtual Goods Receipt Physical Goods Receipt Material Master Description A system document containing key delivery data required for triggering and monitoring the inbound movement of goods to the receiving location. It is similar to an Advanced Shipping Notice (ASN) A three-character field in the Umoja ECC system to describe the type of material movement that needs to be performed. It is used for all types of goods movement in Umoja, such as receipts and issues A Goods Receipt posted in Umoja when the terms of a contract specify that the delivery of goods by a commodity vendor to UN occur at a named place of delivery, other than the final destination A Goods Receipt posted in Umoja when the terms of a contract specify that the delivery of goods by a commodity vendor to UN occur at the intended receiving destination A Master Data record that contains all the information about the materials that UN procures, stores and ships. Specifically within Logistics, the Material Master incorporates valuation, batch management, serialization/barcode printing and quality inspection 11

12 Roles & Responsibilities Applicable Role General Tasks CORE ROLES ALL ENTITIES WHO PROCURE GOODS IN UMOJA Inbound Coordinator Updates information about inbound movement of goods to the Plant based on information provided by commodity vendors and freight providers Manages the information flow to indicate transfer of ownership Enables downstream operations to be optimized through provision of shipment/movement information Cannot perform virtual or physical goods receipt transactions in Umoja Receiving User Receives goods against commercial procurement or interoffice/location transfers during the Physical Goods Receipt process and determines if goods should be received into Blocked stock. Performs Physical Goods Receipt transactions in Umoja to confirm UN acceptance of goods during transfer of ownership, in accordance with the Incoterm Barcodes and updates received batches, as applicable Cannot perform Quality Inspection and Inventory Management transactions Issues goods receipt slips and prints labels, as needed 12

13 Roles & Responsibilities Applicable Role General Tasks CORE ROLES Cont d ALL ENTITIES WHO PROCURE GOODS IN UMOJA Virtual Direct Receiving User Receives goods against commercial procurement during the Virtual Goods Receipt process Performs Virtual Goods Receipt transactions in Umoja to confirm UN acceptance of goods during transfer of ownership, in accordance with the Incoterm Barcodes and updates received batches, as applicable Cannot perform Quality Inspection and Inventory Management transactions This role is also used for users who are required to conduct Direct Receipt, in those exceptional cases Inspection User Performs the quality inspection of materials (outside of Umoja) to ensure that the materials meet the contractual requirements as specified by UN and are in good working condition Enters the quality inspection results using a specific transaction in Umoja to release items from Quality Inspection lot and support follow-on processes Cannot perform any Virtual or Physical Goods Receipt transactions in Umoja 13

14 Umoja Inbound Goods Process Review This course introduces the Inbound Goods process performed when receiving goods from commodity vendors and shipment from other locations. Inherent in this process is the tracking of inbound goods movement and, upon receipt, basic verification to affirm that goods being received conform to the Purchase Order/contract. It is also applicable for Goods Receipts resulting from Low Value Acquisitions (LVA s). The Material Master Data is a Master Data record that contains information about all products procured, stored and shipped by UN. It has a direct impact on the processing of transactions within the Inbound Goods process. Note: These processes are governed by IPSAS/OPPBA guidelines/procedures and documented in publications, such as the Procurement Manual, DFS Property Management Manual and other policies issued by UN. 14

15 Materials Management Terminology Materials: Everything the UN plans, procures, produces, transports, stores, or sells is defined by a Material Master record with a unique ID. Materials

16 Materials Management Terminology Within the set of Materials, we have subsets of features or settings that breakdown Materials for management purposes: Consumables, Equipment and Inventory. Materials Equipment: Individual, physical objects that are maintained as autonomous units and can be installed at a functional location or in part of a technical system. Equipment All equipment is serialized, meaning it is assigned a unique number for the Equipment Master. Items with an Equipment Master record can be tracked for issue to individuals, operational, maintenance and/or stewardship purposes.

17 Consumables Materials Management Terminology Consumables: In Umoja, consumable means that an item is bought for immediate use consumption and not held in stock for future use. Materials Equipment

18 Consumables Materials Management Terminology Some entities/plants manage Inventory in Umoja. For entities that do not, all materials will be consumed upon receipt. Materials Equipment Inventory: Materials in stock that are procured specifically for inventory/stock (decision at time of requisition) and not consumed immediately upon receipt, are stocked and managed centrally as part of Inventory Inventory Equipment which has not yet been issued out may be held in stock. While in stock, Equipment is considered part of Inventory as well.

19 Consumables Materials Management Terminology Umoja is also designed to track and report financially on Fixed Assets and Financial Inventory according to IPSAS requirements. Materials Equipment Fixed Assets Inventory Fixed Assets: Equipment that has a value above the IPSAS thresholds, is additionally designated as a fixed asset based on IPSAS 17 Guidelines. All Fixed Assets will be Equipment but not all Equipment are Fixed Assets. Materials classified as Fixed Assets can also form part of Inventory if they are not currently in use.

20 Consumables Consumables Equipment (in Use) Materials Management Terminology Consumables: Materials consumed upon receipt. Consumables are never stored as inventory, but they could continue to be tracked as Equipment Materials: Every material the UN plans, procures, produces, transports, stores or sells. Equipment, Consumables and Inventory are all Materials Materials Materials Equipment Equipment Equipment (In Inventory) Fixed Assets Inventory Inventory Inventory: Materials in stock that: are procured specifically for inventory/stock (decision at time of requisition) and not consumed immediately upon receipt, are stocked and managed centrally, and, if equipment/fixed assets, are not currently in use. Equipment: Materials that are serialized upon receipt, tracked and managed in the system AND are currently in use. Equipment in stock are part of Inventory Fixed Assets: Equipment that has a value above the IPSAS thresholds, is additionally designated as a fixed asset based on IPSAS 17 Guidelines. All Fixed Assets will be Equipment but not all Equipment are Fixed Assets.

21 Material Master The Material Master Data is a Master Data record that contains information about the products procured, stored and shipped by UN. It determines how the material will be managed from initial requisitioning through to downstream processes such as receiving and inventory management. Some key components of the Material/Service Master include: Unique ID of a material/service Product ID Example: (Projector: Dig) Type of product or service. Matches the equivalent UNSPSC classification Inspection, Batch Management, Serialization criteria, Material Type Product Category Example: (Projectors, Supplies) Material Characteristics Example: Serialization Flag Material or Service Master GL Account Code derived from product category, Asset and/or Equipment Assignment, Valuation Class Financial Characteristics Example: General Ledger 21

22 Supply Chain Master Data The Material Master Data is related to two other Supply Chain Master Data elements: Equipment Master Data and Asset Master Data. Material Master All materials in Logistics Execution are procured using the Material Master Record and managed in Inventory How much do I buy? Where do I have in stock? What can I issue? What can I transport? Equipment Master Asset Master Materials that must be tracked, installed, maintained, operated, and managed are defined as equipment and tracked using an Equipment Master Record for that item What is due for maintenance? Where/with whom is the equipment? Fixed Assets are UN materials that have a financial value above the IPSAS thresholds and are tracked using an Asset Master Record for that item What is the depreciation expense for the period? Per IPSAS, equipment over IPSAS threshold are also considered fixed assets and would have both an Equipment Master and Asset Master Record for that item 22

23 Example of Integration of Master Data Elements 1. User Requisitions 3 x Servers for Inventory Based on definition in the Material Master, if item requisitioned is a fixed asset per IPSAS definition, a fixed asset record is created INVENTORY VIEW Plant : UNON Storage Location : ICT001 Material Number : , Server Quantity : 3 Value : $0* (See FA View) Material Master 2. Servers received (R&I) into Umoja Servers are serialized, due to definition at the Material Master level 3. Equipment Records Automatically created for each Server at time of receipt 4. If Material is a Fixed Asset Batch program updates values in fixed asset record EQUIPMENT VIEW FIXED ASSET VIEW Equipment Description Server 1 Server 2 Server 3 Barcode UN001 UN002 UN003 Eqpt Master Fixed Asset Description Value Server 1 $25,000 Server 2 $25,000 Server 3 $25, Asset Master

24 Global Material Master Settings Besides general characteristics (e.g. Unit of Measurement), each Material has several other characteristic flags, which if set, will have an impact on how that material is treated during activities in Logistics, Finance, etc. Serialization Materials with the Serialization flag require serialization/bar coding upon receipt. This is necessary to create records in the Equipment Master Example: Servers Batch Managed Materials with the Batch Managed flag enable creating of batch numbers and enable Inventory control through batch characteristics (Shelf Life, Expiration date, Vendor Batch) Material is assigned to a specific batch upon receipt Example: Rations Quality Managed Materials with the Quality Managed flag have an inspection requirement at receipt (usually based on contractual terms) Example: Vaccines 24

25 Financial vs. Operational Inventory It is important to note that Financial Inventory, or inventory whose valuation is reflected on financial statements (as per IPSAS 12 Policy Framework Guidelines), is not the only inventory that is tracked in Umoja. Operational Inventory, or any inventory that needs to be tracked for management purposes, is also tracked in Umoja. For example, while lightbulbs would not be considered relevant to IPSAS, they can be essential to fulfill an office s mandate. Therefore, any lightbulbs not currently in use for this particular office would be managed as Inventory in Umoja and would be assigned a specific Storage Location. Operational Inventory Fin. Inv. Inventory Tracked in Umoja 25

26 Inventory Valuation Inventory Valuation Principles: 1. Umoja will be guided in the valuation of Financial Inventories with IPSAS 12 guidance issued by the Office of Programme Planning, Budget and Accounts (OPPBA). 2. Fixed Assets as per IPSAS -17 which are managed in Inventory have zero value for inventory purposes. 3. Operational Inventory valuation in Umoja is tracked at the Umoja Plant level and is based on Moving Average Price Moving Average Price is calculated by dividing the total value of a material at a plant by it s total quantity. (Example: An Umoja plant has 3x Material A in inventory. 2x of this Material was purchased at $1000 USD, 1x was purchased at $700 USD. The MAP for Material A at this plant is $900 USD) 4. Finally, Split Valuation may be applied for new and used items. Any goods received in Umoja will have a new valuation price automatically populated based on the PO price. For certain Material Types (for example, ZERS Spare Parts, and ZSAA Supplies & Equipment), if they are issued and subsequently returned to inventory, they will be given a used valuation of 0. Because these materials can have split valuations for new and used status, having more used items should not dilute the MAP for that Material Transit Location (Virtual) 26

27 Serial Number Creation/Barcode Printing All trackable material requires a serial number to be assigned at the point of Goods Receipt. The serialization requirement is set at the Material Master level. In order to identify the uniqueness of an equipment, serial numbers can be system generated and printed on standard bar code labels. For vendor provided, or internally generated barcodes, there is a location on the Equipment Master to manually input that information (TechIdentNo.). System generated numbers ensure consistency of application globally and enable receipt at international origin locations against FCA contracts where there is no actual R&I. Barcode printing of SAP generated serial numbers reduces requirements for manual reentry of externally generated/provided barcode information after receipt. 27

28 Quality Inspection An inspection is required based on Material Master requirements and only for goods undergoing a Physical Receipt. When these goods are posted, the Inspection Lot is automatically generated in Umoja ECC. The goods are placed in the Quality Stock. Invoice is blocked until inspection is cleared. If the inspection fails, the goods can be returned to the vendor. 28

29 Logistics Execution Processes Vendor Virtual GR (Inbound) Port Physical GR (Inbound) Inbound Goods Physical GR (Inbound) Plant A Goods Issue to STO/Outbound Delivery (Outbound) Physical GR (Inbound) Plant B Storage Location 1a Storage Location 1b Storage Location 2 Storage Location 3 Goods Transfer Goods Issue Inventory Counting & Controlling Warehouse UN1 Work/Sales Order Cost Center Project Project 29

30 Goods Receipts Types in Umoja Physical Goods Receipt - as per PO Incoterm, the transfer of ownership to the UN takes place at final destination/central receiving Virtual Goods Receipt - as per PO Incoterm, the transfer of ownership to the UN does not take place at final destination Direct Goods Receipt - as per PO receiving address, the goods are delivered directly to the requesting unit NOTE: for every Goods Receipt Type, a specific Movement Type in Umoja: Physical Goods Receipt Movement Type 101 Virtual Goods Receipt Movement Type ZP1 Direct Goods Receipt Movement Type ZR1 30

31 Virtual and Physical Receipt for Common UN Incoterms The transfer of ownership that occurs between the seller and buyer is dictated by the Incoterm. A Virtual Goods Receipt can occur at any location prior to the final receiving UN location. The Incoterms 2010 commonly used by UN are depicted below: Point of Origin Port Onboard Vessel Port UN Location EXW UN Virtual Receipt FCA Seller UN FOB Seller UN DAT Seller UN Seller Seller DAP DDP Physical Receipt 31

32 What is a Virtual Goods Receipt? Virtual Goods Receipt Vendor Delivers at Origin or Other Named Place (e.g. Port of Delivery) Vendor Delivers at Destination IPSAS requires goods to be received at the point of transfer in ownership from the commodity vendor to UN, as dictated by the appropriate Incoterms. This can occur before goods are physically received by the UN office/location, for example when they are placed at the disposal of a UN-designated freight-forwarder. In Umoja, this is considered as a Virtual Goods Receipt. Within the Virtual Goods Receipt process: Inbound Deliveries are updated with relevant information provided by commodity vendor to confirm delivery of goods The Virtual Receiving User receives the goods against the Inbound Delivery Umoja ECC will automatically perform three-way match and clear the payment for processing 32

33 Incoterms Applicable for Virtual Goods Receipt Virtual Goods Receipt Vendor Delivers at Origin or Other Named Place (e.g. Port of Delivery) Vendor Delivers at Destination Incoterms: EXW Ex Works FAS Free Alongside Ship FCA Free Carrier FOB Free on Board DAT Delivered at Terminal CFR Cost and Freight CIF Cost, Insurance and Freight CIP Carriage and Insurance Paid To CPT Carriage Paid To 33

34 What is a Physical Goods Receipt? Vendor Delivers at Origin or Other Named Place (e.g. Port of Delivery) Physical Goods Receipt Vendor Delivers at Destination Physical Goods Receipt refers to the process where commodity vendors deliver directly to the UN office/location, as dictated by the appropriate Incoterms. Within the Physical Goods Receipt process: The Receiving User receives the goods against the Inbound Delivery in Umoja For a standard Goods Receipt, Umoja ECC will automatically perform three-way match and clear the payment for processing If discrepancies are found, goods can be moved to a blocked status and the invoice for payment cannot be paid until resolved Requisitioners are notified by a system-generated upon Goods Receipt (underdeliveries and blocked goods are indicated) 34

35 Incoterms Applicable for Physical Goods Receipt Vendor Delivers at Origin or Other Named Place (e.g. Port of Delivery) Physical Goods Receipt Vendor Delivers at Destination Incoterms: DAP Delivered at Place DDP Delivered Duty Paid DDU (Removed from 2010 Incoterms) 35

36 Direct Receipt Direct Receipt refers to goods delivered by the vendor to, and received by, the requisitioning entity instead of being delivered and received by the designated central receiving unit. Direct Receipt should be considered an exception to the standard process in which all goods are to be delivered to the entity designated central receiving area where the receipt will occur prior to subsequent collection by, or onward delivery to, the requisioning entity. Direct Receipt will require the requisitioning entity to confirm receipt of goods in Umoja. The steps to perform a Direct Receipt are covered in the Direct Receipt Job Aid. 36

37 Logistical Structure within Umoja A plant is the location where materials are produced, purchased, stored, inventoried, shipped, received and valuated or from which services are provided. A storage location reflects the inventory owned by a particular Funds Center in a plant. It also reflects the geographical locations that fall within the same plant. One Funds Center can therefore have multiple storage locations. However, no two Funds Center can share the same storage location. Materials in inventory are managed in storage locations Plant PLANTS: Peacekeeping Mission, Special Political Mission UNHQ OAHs (UNON, UNOG, UNOV, etc) Entities (UNEP, UN-HABITAT, etc) Storage Location Material Material Material Material Storage Location Material Material Material Material STORAGE LOCATIONS: Plant-specific physical location Site where goods are physically received and/or stored Site where fund center controls inventory SAU for PK mission Organizational Unit at HQ/OAHs (i.e. Section) 37

38 Structural Elements for Logistics: IM & WM There are two types of storage locations: Transit Storage Locations (Virtual Goods Receipt & Transit Locations) Transit locations have been created to indicate where goods are geographically located prior to arrival to final destination. They support the Virtual Goods Receipt process and have no financial derivation (no correspondence to Funds Center). Stocking Storage Locations (ex. Medical Section, Facilities Management, etc.) Material/Inventory is physically stocked and managed at these storage locations Linked to one Funds Center/Plant, reflecting ownership and deriving financial postings Note: For technical reasons, fixed assets always require receipt into a storage location (even when they are not procured for inventory/stock and are procured for consumption/immediate use). Accordingly, a specific storage location (A000) is available for this purpose in each plant 38

39 Umoja ECC Stock Type As you recall, Umoja ECC uses movement types to perform the receiving actions taken. When a movement type is used, goods are received to a certain stock type. A stock type defines the system state that classifies goods. Stock types used in Umoja are Unrestricted Stock, In Transit Stock, Quality Stock and Blocked Stock. Unrestricted Stock In Transit Stock Material available for use upon receipt This stock type allows full financial posting and invoice processing Material in transit to receiving location Material has already been withdrawn from storage at the issuing plant, but has not yet arrived at the receiving plant It is included in the valuated stock of the receiving plant 39

40 Umoja ECC Stock Type Stock types used in Umoja are Unrestricted Stock, In Transit Stock, Quality Stock and Blocked Stock. GR Quality Inspection Stock Material requires inspection before issue/use This stock type allows full financial posting Invoice processing is blocked until inspection results are recorded in the system Goods that pass inspection are moved to Unrestricted Stock Goods that do not pass inspection are returned to the vendor/scrapped In Blocked Transit Stock Material in not transit available to receiving for use upon location receipt Should Material only has be already used in been exceptional cases withdrawn from storage at the Used issuing when plant, goods but has are clearly not yet damaged arrived at or the have receiving different plant specifications It is included in from the the valuated PO stock Upon of the receipt receiving of such plant goods UN will not accept ownership until resolution is reached with vendor This stock type blocks full financial posting and invoice processing 40

41 Goods Receipt Movement Types As explained in the Logistics Overview course, this table shows the different types of Goods Receipt movement types (with movement type codes): Movement Type Description Financial Implication ZP1 Virtual Receipt Full financial posting Invoice processing Three-way match ZR1 Direct Goods Receipt Full financial posting 101 Receipt to Unrestricted Stock Full financial posting Invoice processing Three-way match 102 Reverse Receipt (Virtual or Physical) Varies depending on receipt movement type 41

42 Goods Receipt Movement Types As explained in the Logistics Overview course, this table shows the different types of Goods Receipt movement types (with movement type codes): Movement Type Description Financial Implication 103 Receipt to Blocked Stock No financial posting No invoice processing 105 Release Blocked Stock Full financial posting Invoice processing Three-way match 122 Return to Vendor after Receipt to Unrestricted Stock Varies depending on receipt movement type 124 Return to Vendor after Receipt to Blocked Stock Varies depending on receipt movement type 42

43 Learning Checkpoint 1 When goods physically arrive at the final destination, which tasks are performed by the Receiving User in Umoja ECC? Select all that apply. A. Receive goods in Umoja ECC B. Barcode and update received batches, as applicable C. Perform quality inspection of materials D. All of the above 43

44 Learning Checkpoint 1 When goods physically arrive at the final destination, which tasks are performed by the Receiving User in Umoja ECC? Select all that apply. A. Receive goods in Umoja ECC B. Barcode and update received batches, as applicable C. Perform quality inspection of materials D. All of the above Options A and B are the correct answers. The Receiving User receives the goods in Umoja, barcodes them and updates the received batches, as applicable. 44

45 Module 1 Summary The key points covered in this module are: The roles involved in the Inbound Goods process are Inbound Coordinator, Virtual Receiving User, Receiving User and Inspection User The Material Master Data is linked to two other Supply Chain Master Data: Equipment Master Data and Asset Master Data Umoja ECC uses movement types to perform the receiving actions taken. When a movement type is used, goods are received to a certain stock type The stock types in Umoja are Unrestricted Stock, In Transit Stock, Quality Stock, and Blocked Stock 45

46 Agenda Course Introduction Module 1: Umoja Inbound Goods Process Review Module 2: Inbound Delivery Module 3: Physical Goods Receipt Module 4: Virtual Goods Receipt Module 5: Goods Receipt Returns and Reversals Module 6: Reports Course Summary Course Assessment Course Survey 46

47 Module 2 Objectives After completing this module, you will be able to: View a PO in ECC Update and display an Inbound Delivery Describe the important fields in an Inbound Delivery Run an Inbound Delivery report 47

48 Inbound Delivery Overview An Inbound Delivery is a system document used to collect all shipment/delivery details (similar to an Advanced Shipping Notice provided by freight forwarders). The key features are: The key features are: It provides the link between Procurement, Logistics and R&I functions It is created against the PO. Umoja ECC runs a scheduled batch job to create the Inbound Delivery and transfer key PO data The Inbound Coordinator updates it with shipping updates from the vendor. This informs the receiving offices of expected delivery dates and shipment information For virtual receipts, the Inbound Coordinator updates it with the actual delivery date and uploads the delivery documents (including onward movement) An Inbound Delivery report can be produced by each receiving location to track Inbound Deliveries. Goods are received against the Inbound Delivery 48

49 Inbound Delivery Overview The end-to-end process from Procurement to Goods Receipt in Umoja (Physical Goods Receipt) is as follows: Purchase Order Inbound Delivery generated from the PO by Umoja Inbound Delivery Physical (Goods Receipt) Material Document (Goods Receipt) PO is created during Procurement Inbound Delivery is updated during shipment A Goods Receipt is conducted against the Inbound Delivery Goods Receipt is generated 49

50 Update an Inbound Delivery Physical Goods Receipt The Inbound Coordinator performs the following tasks: Updates the Delivery Date based on commodity vendor communication Uploads any shipping documents provided for the arriving shipment Point of Origin Port Onboard Vessel Port UN Location The next section contains steps for the Inbound Coordinator to complete these tasks. 50

51 Putting it Together: Physical Goods Receipt The general steps for performing a Physical Goods Receipt are: 1 Provide Delivery Update 3 Deliver at Destination Vendor Inbound Coordinator 2 Update Inbound Delivery Check Delivery Documents Check for Discrepancy Physical Receipt Receiving User 7 Inspect Quality (if applicable) Inspecting User Legend Tasks performed in Umoja Tasks performed outside Umoja 51

52 Scenario 1: Physical Goods Receipt In the following section we will examine the following scenario: The UNHQ Supply team is ordering medical supplies for direct delivery to the receiving location. The plant is US00 (UNHQ) and the storage location is 7500 (R&I Medical). The materials to be ordered are: Material (Hepatitis B Vaccine), which requires match management and quality inspection Material (Cardiotocograph), which requires serialization 52

53 Inbound Deliveries and Purchase Orders Let s examine the Purchasing Documents for this scenario. There are several methods to find a PO. The most common is to use the ME23N (Display Purchase Order) transaction. You can also review all PO s for a vendor using the ME2N transaction. The steps to view a PO in Umoja ECC are: 1 Enter ME23N in the Command field and click the Enter icon. The initial screen displays the last PO that the user opened 1 53

54 Inbound Deliveries and Purchase Orders 2 Click the Other PO icon (left of the Print Preview icon) to open a new PO 3 In the pop-up window, enter the PO number and press Enter or click the Other Document button

55 View a Purchase Order Here we see the original Purchase Order for the medical supplies: 55

56 View a Purchase Order Now, let s look at the different sections of the PO. The PO screen consists of the following: 1 Identifying Information for the order such as PO number, vendor and document date 2 PO Header with several tabs of header level information 1 2 Note: The Incoterms field may be empty at the header level. 56

57 View a Purchase Order 3 Item Overview 4 Line Item Detail: Review the line item details for information such as Delivery Date, Quantity and Notes contained in different tabs 3 4 Note: Individual line items may have different Incoterms. In this case, the Header Incoterms field may not be populated. 57

58 View a Purchase Order In the Line Item Detail section, the Purchase Order History tab contains the history of the receiving actions performed on the PO. Other information includes the Movement Type, Material Document Number (from a Goods Receipt), Goods Receipt Posting Date and others. The user can click any of the underlined fields to open the referenced document, such as the Material Document. Note: The Purchase Order History tab is not visible if there has not been any previous receiving action against the PO (that is, there is no history for the PO). 58

59 View a Purchase Order The Inbound Delivery document number is found on the PO s Confirmations tab. A PO may have multiple Inbound Deliveries Each Inbound Delivery has one Incoterm, one Delivery Date and one Goods Receipt date Double-clicking the Inbound Delivery document number will bring up the Inbound Delivery document window (as displayed on the next slide) 59

60 Inbound Delivery Screen The Inbound Delivery document screen displays on the screen. 60

61 Simulation Activities Throughout this training, users will have the opportunity to conduct activities in the form of simulations. Simulations are interactive recordings of the Umoja system used to help facilitate a hands-on learning experience. The simulation links are provided on the corresponding activity slides. Users can access simulations in three different modes: Show me: Users view a video of an entire transaction being conducted Let s do it together: Users will be prompted to input data at key points during the transaction (recommended) Try it: Users can complete an entire transaction on their own, with no additional instructions provided 61

62 Activity 1 Transaction Name: View a PO Non-PK Transaction Code: ME23N Link to the uperform simulation: ?mode=EU&originalContext=

63 Inbound Delivery Monitor If the Inbound Coordinator does not navigate to a specific Inbound Delivery from the PO screen or wishes to view multiple Inbound Deliveries, the Inbound Delivery Monitor can be used. The steps to view a list of Inbound Deliveries and/or update an existing Inbound Delivery are: 1 Enter the T-code VL06I in the Command field and click the Enter icon. The Inbound Delivery Monitor screen displays 2 Click the List Inbound Deliveries button 1 2 Note: After a Goods Receipt is posted for the full quantity in the Inbound Delivery, it can no longer be updated as the delivery is considered complete. 63

64 Inbound Delivery Monitor 3 Enter your Plant in the Shipping Point/Receiving Pt field. Ensure that the delivery dates match the desired search timeframe, or leave it blank to list all. If the Inbound Delivery number is known, it can also be entered into a field on the lower part of the screen Optionally, scroll down the screen to the Total Goods Movement Status and enter A to filter Inbound Deliveries for which a Goods Receipt has NOT been processed already. 4 Click the Execute icon

65 Inbound Delivery Monitor A list of Inbound Deliveries for the plant appears on the screen. This is the Inbound Delivery report. 5 Find the corresponding Inbound Delivery based on the PO or other known information. To view an Inbound Delivery, double-click the document number. Review the document for the necessary information The filter function and column sorting can be used to help find a delivery 5 65

66 Inbound Delivery Monitor 6 Check the box next to the relevant Inbound Delivery to select it for update 7 Click the Change Inbound Deliveries icon 6 7 Note: The External Delivery ID field = the PO document number. 66

67 Inbound Deliveries by Delivery Address Some global UN entities are classified as one Plant in Umoja even though they have delivery addresses across the world. The standard list of Inbound Deliveries will not let you filter by address. Instead, double click on an individual delivery to open the Item View. In this view you can filter on Fund Center, Office, and Street Address in order to find deliveries for your specific location. 67

68 Inbound Delivery Key Date An Inbound Delivery contains information regarding several key dates to support the goods movement and delivery process for UN locations. It is a living document, which is updated as delivery and shipping information becomes available and/or changes. The following key date is captured on the Item Overview tab of the Inbound Delivery: Date notified by the vendor for goods delivery at the named destination (for example FCA, DAT or DAP) Data for this field is automatically populated from the PO This provides visibility to downstream activities/offices of planned incoming shipment dates and details to allow movements planning It is updated by the Inbound Coordinator acting on advice and updates from the vendor 68

69 Inbound Delivery Key Date The following key date is also captured in the Item Overview tab of the Inbound Delivery: The date when the ownership of goods has been transferred, in accordance with the Incoterms This date will be used as the "Posting Date" when the Virtual Goods Receipt is performed, therefore, accuracy is the key In a Virtual Goods Receipt scenario, this date will be updated by the Inbound Coordinator to reflect the delivery of goods from the commodity vendor to UN or UN's appointed freight forwarder In a Physical Goods Receipt scenario, this date is the same as the Posting Date as updated by the Receiving User 69

70 Inbound Delivery Overview Let s look at the Inbound Delivery screen in greater detail. The Display Inbound Delivery screen consists of the following key elements: 1 Header View icon 2 Document number of the Inbound Delivery 3 Document Date of the Inbound Delivery The Item Overview tab contains several important dates (described in detail later): 4 Delivery date: Provided by the vendor and originally derived from the PO 5 Actual GR date: Reflects the date for transfer of ownership to UN per Incoterm

71 Inbound Delivery Overview The lower part of the Inbound Delivery screen also contains the item detail information: 6 Plant and SLoc (Storage Location) 7 Material number: The Product ID 8 Delivery quantity: Originally copied from the PO, then updated as advised by the vendor 9 Document Flow icon: Use this to navigate back to the PO screen Note: The user can drag and rearrange the columns, as needed. 71

72 Scenario 1: Physical Goods Receipt Continuing with our scenario, the UNHQ Supply Team is ordering medical supplies for physical delivery to the receiving location. During the shipment, the commodity vendor has updated the Inbound Coordinator with shipping information and documents. In this scenario, the overall steps related to the Inbound Delivery process are: 1. Umoja automatically creates an Inbound Delivery in the system for this delivery using the information from the PO (for example, delivery date and materials) 2. The Inbound Coordinator updates the Delivery date field in the Inbound Delivery, if the commodity vendor provides an update 72

73 Putting it Together: Physical Goods Receipt Let s review the steps for performing a GR, this time using our scenario: Vendor 1 The goods will be delivered on 1 Nov The goods have been delivered to the final location. Inbound Coordinator 2 Thanks! Let me update the Inbound Delivery with this information. Receiving User 3 I wonder what goods are arriving this week. I will check the Inbound Delivery Monitor to find that information. 5 Great! First I have to check the delivery documents to make sure everything matches. Legend Tasks performed in Umoja Tasks performed outside Umoja 73

74 Putting it Together: Physical Goods Receipt Receiving User 6 Next, I will check the goods for physical discrepancy. 7 Everything looks good! Let me use MIGO and conduct a Physical Goods Receipt. Inspecting User Based on the Material Master, I will need to inspect the goods and provide a usage decision. 8 Record usage decision. Legend Tasks performed in Umoja Tasks performed outside Umoja 74

75 Update an Inbound Delivery Physical Goods Receipt In our scenario, the Inbound Coordinator has received an update from the Vendor, searched and found the appropriate Inbound Delivery, and now must update the Inbound Delivery itself: The steps to update the Inbound Delivery are: Click the Item Overview tab 1 Update the Delivery date field, if required, as advised by the commodity vendor if it has changed from the original PO delivery date

76 Update an Inbound Delivery Physical Goods Receipt Click the Header (Hat) icon to view the Header Details section 4 Click the Shipment tab 5 Enter the Bill of Lading number in the BillOfLad. field for the inbound shipment 5 76

77 Update an Inbound Delivery Physical Goods Receipt 8 Click the Administration tab. Note that the External ID field under the Organization section displays the PO document number for reference 9 Click the Back icon to exit the Header section

78 Update an Inbound Delivery Physical Goods Receipt When available from the commodity vendor, the Inbound Coordinator will upload the inbound shipment documents (for example Bill of Lading) by clicking the Services for Objects icon. You will also use this function to view any previously attached documents 10 For more information, please refer to the Inbound Goods Process Job Aid and the Umoja ECC Navigation course, in particular the Documents Category section for Inbound Delivery specific information about uploading documents

79 Update an Inbound Delivery Physical Goods Receipt 11 Click the Save icon when finished 11 79

80 Activity 2 Transaction Name: Update Inbound Delivery Non- Peacekeeping Transaction Code: VL06I Link to the uperform simulation: ?mode=EU&originalContext=

81 Learning Checkpoint 1 Which of the following T-codes is used to view a list of Inbound Deliveries? Select the correct option. A. VL06I B. ME23N C. ME2N D. MIGO 81

82 Learning Checkpoint 1 Which of the following T-codes is used to view a list of Inbound Deliveries? Select the correct option. A. VL06I B. ME23N C. ME2N D. MIGO Option A is the correct answer. The T-code VL06I is used to view the Inbound Delivery Monitor. 82

83 Module 2 Summary The key points covered in this module are listed below: An Inbound Delivery is a system document used to collect all shipment/delivery details An Inbound Delivery contains information regarding several key dates to support the Goods Movement and Delivery process for UN locations The Inbound Coordinator is responsible for updating Inbound Deliveries with updated delivery information 83

84 Agenda Course Introduction Module 1: Umoja Inbound Goods Process Review Module 2: Inbound Delivery Module 3: Physical Goods Receipt Module 4: Virtual Goods Receipt Module 5: Goods Receipt Returns and Reversals Module 6: Reports Course Summary Course Assessment Course Survey 84

85 Module 3 Objectives After completing this module, you will be able to: Perform a Goods Receipt to Unrestricted Stock against an Inbound Delivery 85

86 Scenario 1: Physical Goods receipt Continuing with our scenario, the Inbound Coordinator has updated the Inbound Delivery, as required. Blocked Stock Handling Update Inbound Delivery Run Inbound Delivery Report Check for Discrepancy Goods Receipt in Umoja Quality Inspection (if applicable) Upon delivery to the destination by the commodity vendor or the commodity vendor s shipping company (thereby transferring ownership), the Receiving User conducts a Physical Goods Receipt against the Inbound Delivery. As part of this scenario, we will also receive goods to Blocked Stock to simulate a discrepancy (damage) in the shipment. 86

87 Incoterms Applicable for Physical Goods Receipt Umoja is configured to require a Physical Goods Receipt for the following Incoterms. Vendor Delivers at Origin or Other Named Place Physical Goods Receipt Vendor Delivers at Destination Incoterms: DAP Delivered at Place DDP Delivered Duty Paid DDU (Removed from 2010 Incoterm) 87

88 Update Inbound Delivery Report Update Inbound Delivery Run Inbound Delivery Report Check for Discrepancy Goods Receipt in Umoja Quality Inspection (if applicable) As explained in the previous module, the Inbound Coordinator has updated the Inbound Delivery with the delivery date information from the commodity vendor (attaching the shipping documents and other information to the Inbound Delivery). This step was performed using the T-code VL06I. 88

89 Run Inbound Delivery Report Update Inbound Delivery Run Inbound Delivery Report Check for Discrepancy Goods Receipt in Umoja Quality Inspection (if applicable) The Receiving User runs the Inbound Delivery report using the T-code VL06I to view the expected incoming shipments and, when applicable, the Planned Goods Movement dates to manage the Inbound Delivery workload for the receiving office. 89

90 Display Inbound Delivery Update Inbound Delivery Run Inbound Delivery Report Check for Discrepancy Goods Receipt in Umoja Quality Inspection (if applicable) Alternatively, if the specific Inbound Delivery number is known, the T-code VL33N can be used to display an Inbound Delivery. 90

91 Check for Discrepancy Update Inbound Delivery Run Inbound Delivery Report Check for Discrepancy Goods Receipt in Umoja Quality Inspection (if applicable) After the goods have been delivered, the Receiving User conducts a visual physical review of the goods, as compared to the Inbound Delivery, and looks for noticeable damage. This includes reviewing details such as quantity and type of goods. The Receiving User can also refer to the PO details, if needed (through the Inbound Delivery document in Umoja). Physical Damage or Differs from PO? No Yes Unrestricted Stock Blocked Stock 91

92 Goods Receipt in Umoja Update Inbound Delivery Run Inbound Delivery Report Check for Discrepancy Goods Receipt in Umoja Quality Inspection (if applicable) When the Receiving User confirms that the items show no discrepancy against the PO, the goods are received to Unrestricted Stock. Before conducting a Goods Receipt, the Receiving User needs to consider the following: Storage Location (if applicable) If an item being received is a Fixed Asset, the system will ask if you would like to receive it to a specific Storage Location. If this was not specified in the original Shopping Cart, you will need to enter one manually. Batch Management Serialization with barcode/system generated label Unrestricted Stock 92

93 Perform Physical Goods Receipt The steps to perform Physical Goods Receipt are: 1 Enter the T-code MIGO in the Command field and click the Enter icon 2 Select Goods Receipt and Inbound Delivery from the drop-down list 3 Enter the Inbound Delivery number, which can be obtained from the Inbound Delivery report or from the PO 4 Enter 101 as the movement type for Physical Goods Receipt to Unrestricted Stock 5 Click the Execute icon. The relevant information from the Inbound Delivery populates on the screen Tip: In case of wrong Inbound Delivery number or any other entry errors, use the Start Over icon ( ) to clear the populated data. 93

94 Perform Physical Goods Receipt The MIGO transaction is used to perform a Physical Goods Receipt. Let s explore the layout of the MIGO Screen before we move forward: 94

95 Perform Physical Goods Receipt Screen Layout The Physical Goods Receipt screen header is organized into the following tabs and sections: A. 1 General tab: Document Date: The date of the Umoja transaction (always today s date) Posting Date: The date of the actual Physical Receipt. This must be updated to the actual date on which the goods arrived (that is actual Goods Receipt date) 2 Vendor tab: Vendor information 3 Requisitioner Details tab 4 Collective Slip check box: Must be selected to print the Goods Receipt slip 5 Item Overview section: In this section, each item appears as a separate line item, if the PO contains multiple items

96 Perform Physical Goods Receipt Screen Layout Under the Item Overview section is the Item Details section. It contains the following tabs and information which should be reviewed and verified for each line item: 1 Material tab: Shows the Material ID and Description 2 Quantity tab: Shows the Quantity in Unit of Entry, Quantity Ordered, and Quantity Received previously (if applicable) 3 Where tab: Shows the Movement Type, Stock type, Plant, Storage Location Goods Recipient Name, Unloading Point, Free Text and Stock Overview fields 4 Purchase Order Data tab: Shows the PO Information and Incoterms 5 Partner tab: Shows the vendor information 6 Batch tab: Shows the batch information and expiration date (if receiving batched material) 7 Account Assignment tab: Shows the financial information 8 Serial Numbers: Shows the serial numbers (if receiving equipment)

97 Perform Physical Goods Receipt Returning to our steps to actually complete the Goods Receipt, for each line item that has been delivered, the Receiving User must: A. Select the required line item 1 B. 2 Click the Quantity tab where the Quantity Ordered and Quantity Received are listed C. 3 Enter the actual quantity received in the Qty in Unit of Entry field D. 4 Press the Enter key and the amount will automatically update in the Qty in SKU field. The Qty in Unit of Entry from the Item Overview section is also updated

98 Perform Physical Goods Receipt Next, we should make sure the correct Storage Location for these items. To do this: A. 5 Click the Where tab B. 6 Revise the Storage Location if necessary. If necessary, you can search among all Storage Locations at your particular Plant 5 6 For non IM locations, when receiving a Fixed Asset, the system will prompt for a storage location. Enter A000 if it has not been done so already. 98

99 Perform Physical Goods Receipt Batch Managed A. 7 If the an item being received is Batch Managed, click the Batch tab and enter the vendor batch number on the received material. The batch expiration date needs to be entered in the SLED/BBD field 7 99

100 Perform Physical Goods Receipt Serialized Items A. 8 For newly received serialized items, click the Serial Numbers tab and check the Create Serial Nos Automatically for the system to generate serial numbers B. Select the Item Ok check box when ready to post

101 Perform Physical Goods Receipt 10 After the quantity has been updated and information verified for all the line items, click the Check button 11 If the system detects a warning or an error, a display log will pop up with a system message (for example, it will inform the user about the quantity of goods remaining that have not been received (the deficit ) for each line item) A yellow triangle denotes a warning further processing can still occur A red circle denotes an error - further processing can NOT occur 12 Review the log and close the pop-up window

102 Perform Physical Goods Receipt Click the Post button At this point, a pop-up appears prompting the user to print the Goods Receipt slip. This Goods Receipt slip contains the system document information, as well as the items and quantities received The Material Document (system term for a Goods Receipt document) is automatically generated. The Material Document number appears at the bottom of the screen when the goods are posted. It serves as proof of the Goods Receipt in the system Refer to the MB90 Reprint Job Aid to reprint a Goods Receipt slip. 102

103 View Material Document A material document is generated with each Goods Receipt action performed in Umoja ECC. Users can view Material Documents by selecting Display and enter the corresponding Material Document number in the Goods Receipt screen (T-Code MIGO). The Display Material Document screen has the same fields and tabs as the Goods Receipt screen, in addition to a Doc info tab and an Output tab. However, the information cannot be edited. 103

104 Physical Goods Receipt Update Inbound Delivery Run Inbound Delivery Report Check for Discrepancy Goods Receipt in Umoja Quality Inspection (if applicable) Note, multiple Inbound Deliveries can be entered if they are from the same vendor with the same posting date. On the Display Material Document screen, click the Where tab in the Item Details section and for each line item, click the Stock Overview (postcard) button. This is equivalent to opening the Stock Overview report. Alternatively, review the Stock Overview report or Warehouse Stock report using the corresponding T-codes. The reports will show the quantity increase in the Unrestricted Stock after Goods Receipt. 104

105 Quality Inspection (if applicable) Update Inbound Delivery Run Inbound Delivery Report Check for Discrepancy Goods Receipt in Umoja Quality Inspection (if applicable) If the material requires quality inspection, the Inspecting User will enter the inspection results in Umoja. Please see the Quality Inspection Job Aid for more information about how to execute a Quality Inspection in Umoja. 105

106 Physical Goods Receipt: Financial Implications Update Inbound Delivery Run Inbound Delivery Report Check for Discrepancy Goods Receipt in Umoja Quality Inspection (if applicable) The financial implications of the Umoja Physical Goods Receipt process are: Full financial posting Invoice Processing Accounts Payable Users link incoming invoices to specific Purchase Orders in the system Three-way Match During the invoicing process there will be an automatic check comparing the total amounts and quantities from the linked Invoice, Purchase Order, and Material documents As noted previously, if items received to quality inspection lot invoice processing cannot occur until the quality inspection decision is entered into Umoja. 106

107 Activity 1 Transaction Name: Physical Goods Receipt Non-PK Transaction Code: MIGO Link to the uperform simulation: ?mode=EU&originalContext=

108 Receiving Serialized Materials The serialization requirement for certain items is set at the Material Master level. The Receiving User can print the bar code labels based on Umoja numbers or enter custom labels on the Equipment Master record to finalize the Goods Receipt process. If the serial number is system-generated, the Equipment Master s TechID field automatically adopts this serial number preceded by 3 stars (***) in order to indicate that this is an automatically generated ID. The user can overwrite this number if an external barcode already exists. The Inventory Count reports reference both the system-generated serial number and the TechIdentNo. fields to facilitate the count. 108

109 Receiving Serialized Materials The high-level process for receiving serialized materials is depicted below: If Umoja-generated Barcode If External Barcode Initiate Goods Receipt in Umoja Umoja Automatically Generates Serial Number Print Umoja Serial Number on Barcode Attach Bar Code to Equipment Save Goods Receipt and Print GR slip (with serial numbers) Update Tech ID field with Bar Code (required field) Steps performed in Umoja Manual steps performed outside Umoja All trackable material requires a serial number to be assigned at the point of Goods Receipt. If a material is serialized, an Equipment Record is also created at the point of Goods Receipt. After Goods Receipt, barcode is printed automatically if a printer has been configured. 109

110 Validation of Equipment Record If the goods are serialized, an is generated notifying the Requisitioner of all the equipment records generated. The Receiving User needs to validate the creation of the Equipment Record. The steps to validate the creation of the Equipment Record are: Enter IQ02 in the Command field to open the Serial Number Master Shell Enter the material number in the Material field Enter the Serial Number generated in the earlier receipt, or click the Matchcode icon to search for it

111 Validation of Equipment Record The following screen appears on the SerData tab: 4 The Plant and StorageLocation fields are automatically populated based on the Goods Receipt 4 111

112 Validation of Equipment Record On the Structure tab: 5 The TechIdentNo. field shows the system-generated serial number (with 3 * s in front). The user can edit this field, if needed, to include the external barcode 5 112

113 Learning Checkpoint 1 What is the name of the SAP Document that is created when a Goods Receipt is performed? Select the correct option. A. Goods Document B. Material Document C. Inbound Delivery Document D. Blocked stock slip 113

114 Learning Checkpoint 1 What is the name of the SAP Document that is created when a Goods Receipt is performed? Select the correct option. A. Goods Document B. Material Document C. Inbound Delivery Document D. Blocked stock slip Option B is the correct answer. The Material Document serves as proof of a Goods Receipt. 114

115 Learning Checkpoint 2 Which of the following fields displays a system-generated serial number (with 3 * s in front)? Select the correct option. A. TechIdentNo. B. Plant C. Storage Location D. Serial Number 115

116 Learning Checkpoint 2 Which of the following fields displays the system-generated serial number (with 3 * s in front)? Select the correct option. A. TechIdentNo. B. Plant C. Storage Location D. Serial Number Option A is the correct answer. The TechIdentNo. field shows the system-generated serial number (with 3 * s in front). The user can edit this field, if needed, to include the external barcode. 116

117 Module 3 Summary The key points covered in this module are listed below: Whether an Inbound Delivery requires a Physical Goods Receipt depends on the applied Incoterms for the Purchase Order Goods Receipts are performed using the T-code MIGO by the Receiving User All trackable material requires a serial number to be assigned at the point of Goods Receipt. If a material is serialized, an Equipment Record is also created at the point of Goods Receipt 117

118 Agenda Course Introduction Module 1: Umoja Inbound Goods Process Review Module 2: Inbound Delivery Module 3: Physical Goods Receipt Module 4: Virtual Goods Receipt Module 5: Goods Receipt Returns and Reversals Module 6: Reports Course Summary Course Assessment Course Survey 118

119 Module 4 Objectives After completing this module, you will be able to: Perform a Virtual Goods Receipt against an Inbound Delivery when the vendor delivers at origin or other named place 119

120 Incoterms Applicable for Virtual Goods Receipt Recall that Umoja is configured to require a Virtual Goods Receipt for these Incoterms. Virtual Goods Receipt Vendor Delivers at Origin or Other Named Place Vendor Delivers at Destination Incoterms: EXW Ex Works FAS Free Alongside Ship FCA Free Carrier FOB Free on Board DAT Delivered at Terminal CFR Cost and Freight CIF Cost, Insurance and Freight CIP Carriage and Insurance Paid To CPT Carriage Paid To 120

121 Inbound Delivery Overview Virtual Receipt The end-to-end process from Procurement of inventory items* to Goods Receipt in Umoja (Virtual Goods Receipt) is as follows: Purchase Order Inbound Delivery generated from the PO by Umoja Inbound Delivery 1 Virtual (Goods Receipt) Inbound delivery 2 Physical (Goods Receipt) PO is created during Procurement The 1st Inbound Delivery is updated during vendor shipment A Goods Receipt is conducted against the 1st Inbound Delivery The 2nd Inbound Delivery is updated during onwards shipment A Goods Receipt is conducted against the 2nd Inbound Delivery 121

122 Putting it Together: Virtual Goods Receipt The steps for performing a Virtual Goods Receipt are: Vendor 1 Provide Delivery Update 3 Deliver at Origin or Other Named Place Note: Steps 8-12 applies to goods purchased for inventory purposes only. Inbound Coordinator 2 Update Inbound Delivery 4 5 Check Delivery Documents Update Inbound Delivery Virtual Receiving User 6 Check Delivery Documents 7 Virtual Goods Receipt 8 STO and Outbound/Inbound Delivery documents are created Receiving User 9 Delivery of goods to Plant Check delivery documents and Discrepancy Physical Goods Receipt Inspecting User 12 Quality Inspection (if applicable) Legend Tasks performed in Umoja Tasks performed outside Umoja 122

123 Scenario 2: Virtual Goods Receipt The UNHQ Supply Team is ordering medical supplies from a Systems Contract. The goods are to be picked up at the manufacture s warehouse by a freight forwarder for direct delivery to the receiving location. The plant is US00 (UNHQ) and the storage location is 7501 (Medical). The materials be ordered are: Material (Test Kit), which requires match management and quality inspection Material (Dental Xray Machine), which requires serialization The freight forwarder confirmed pickup, and informed the Inbound Coordinator to update the Inbound Delivery accordingly and attached the delivery documents. 123

124 Update Inbound Delivery Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt For Virtual Goods Receipts, the Inbound Coordinator performs the following tasks: For Virtual Goods Receipt, when goods are delivered to the location dictated by the Incoterm, the Inbound Coordinator updates the Actual Goods Receipt Date and the actual quantity. The Inbound Coordinator also checks all delivery documents for compliance For Virtual Goods Receipt, if follow-on freight contract is arranged, the Inbound Coordinator uploads the documents for the follow-on freight movement The next section contains steps for the Inbound Coordinator to complete these tasks. 124

125 Update an Inbound Delivery Virtual Goods Receipt To update an Inbound Delivery in preparation for a Virtual Goods Receipt: Click the Item Overview tab 1 2 Update the actual Goods Receipt date in the Actual GR date field 3 Update the Delivery quantity fields (if required) for each line item as reported by the vendor and confirmed in attached documents (that is, delivery note) If the actual quantity received is less than the expected quantity from the PO, another Inbound Delivery is automatically generated for the remaining quantity/balance

126 Update an Inbound Delivery Virtual Goods Receipt Click the Header (Hat) icon to view the Header Details section 5 Click the Shipment tab 6 If follow-on freight is arranged and a PO number is available, enter the code ZFPO in the MnsTransTy (Means of Transport Type) field 7 Enter the follow-on freight PO number in the TrnsIDCode (Transport ID Code) field for downstream reference 8 Save the Inbound Delivery when complete

127 Update an Inbound Delivery Upon Delivery The Inbound Coordinator can also update additional information about shipments if available: Click the Goods Movement tab 9 Update the Planned Goods Movement Date field to the expected date the goods will arrive at the receiving location (if available) to provide downstream visibility 10 Click the Services for Objects button to check any previously uploaded documents and attach additional documents (for example, Delivery Note or follow-on freight arrangements documents)

128 Run Inbound Delivery Report Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt The Virtual Receiving User runs the Inbound Delivery Monitor using the T-code VL06I to list the deliveries expected. The User notes that this delivery arrived at the port and therefore requires a Virtual Goods Receipt. 128

129 Viewing Inbound Delivery Report The Inbound Delivery report is the initial screen from the T-code VL06I. The report view will be essential in the follow-on Goods Receipt processes (that is, Virtual Goods Receipt). The first view is the Header-Level View (used as a general report layout to show the header-level and overall Inbound Delivery details) The second view is the Item-Level View (must be used for Virtual Goods Receipt as it shows the item-level details, including the item-level Incoterms and quantities). This will be covered in detail in Module 6 129

130 Run Inbound Delivery Report Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt When viewing the Inbound Delivery report (VL06I) 1 Click the Item View/Header View button to toggle between the two different report layouts 2 Click the Filter icon to filter by a specific column (such as Cost Center) 1 2 Note: The Actual Goods Receipt Date field from the Inbound Delivery is displayed in the Ac. GI Date column on the report. 130

131 Scenario 2: Virtual Goods Receipt The Virtual Receiving User, per IPSAS requirements, conducts a Virtual Goods Receipt in Umoja against the Inbound Delivery created by the system in order to register the first receipt and transfer of ownership from Vendor to UN. 131

132 Perform Virtual Goods Receipt Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt The Virtual Receiving User performs the Virtual Goods Receipt step in Umoja. The steps to perform the Virtual Goods Receipt are: 1 Enter nvl06i in the Command field or click the Back icon to return to the main screen Click the For Goods Receipt button to access the Goods Receipt functionality

133 Perform Virtual Goods Receipt Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt 3 Click the All Selections icon to allow the user to input the plant in the Shipping Point/Receiving Pt field

134 Perform Virtual Goods Receipt Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt 4 5 Enter information to filter list for Goods Receipt (incl. Inbound Delivery number, if known) Click the Execute icon

135 Perform Virtual Goods Receipt The Virtual Receiving User opens the corresponding Inbound Delivery (double-click) and reviews/verifies all details and attached documents (for example, quantity). Click the Edit button to start posting the Virtual Goods Receipt. 135

136 Perform Virtual Goods Receipt Batch Management If applicable, batch numbers are entered/generated. Highlight the line item and click the Batch Creation button. If a batch number is known, it can be entered here. Otherwise, the system will automatically generate a batch number. The expiration date needs to be entered. 136

137 Perform Virtual Goods Receipt Serialization If applicable, serial numbers are generated by clicking the Extra dropdown. Select Serial Numbers and click the Create Serial Number Automatically button. Click the Enter button. 137

138 Perform Virtual Goods Receipt Inventory When posting the Virtual Goods Receipt, enter the virtual storage location. To do so, click the Stock Placement tab. In the SLoc column, enter 9xxx (depending on the user s location). When completed, while in Edit mode, click the Post Goods Receipt button. Note that if the items require inspection, it is NOT performed at the point of Virtual Receipt. Rather, it is performed when the goods arrive at the physical location. 138

139 Structural Elements for Logistics: IM & WM There are two types of storage locations: Transit Storage Locations (Virtual Goods Receipt & Transit Locations) Transit locations have been created to indicate where goods are geographically located prior to arrival to final destination. They support the Virtual Goods Receipt process and have no financial derivation (no correspondence to Funds Center). Stocking Storage Locations (ex. Medical Section, Facilities Management, etc.) Material/Inventory is physically stocked and managed at these storage locations Linked to one Funds Center/Plant, reflecting ownership and deriving financial postings Note: For technical reasons, fixed assets always require receipt into a storage location (even when they are not procured for inventory/stock and are procured for consumption/immediate use). Accordingly, a specific storage location (A000) is available for this purpose in each plant 139

140 Perform Virtual Goods Receipt Consumption When performing a Virtual Goods Receipt for consumption (as opposed to inventory), a storage location is not required. This means that shipment is no longer tracked in the system from the Transit Location to the final destination. Therefore, we would need to use the shipping contract in order to monitor that freight has been successfully completed. The follow-on freight PO number can be found in the TrnsIDCode (Transport ID Code) field in the Shipment tab of the Inbound Delivery. 140

141 Perform Virtual Goods Receipt Fixed Assets When performing a Virtual Goods Receipt for Fixed Assets (in locations without Inventory Management), a virtual storage location will be required (9000/X). This means that shipment is no longer tracked in the system from the Transit Location to the final destination, however, the Fixed Assets can be issued from the virtual storage location. 141

142 Perform Virtual Goods Receipt Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt To confirm that the Goods Receipt has posted or to view the status of the delivery, the Virtual Receiving User can return to the Inbound Delivery Document. The Status Overview tab shows which goods have been received and indicates any partial receipts, as well as overall status: A is not yet received C is completely received B is partially received 142

143 Perform Virtual Goods Receipt Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt At this point, Umoja prompts the user to print the Goods Receipt slip. The Goods Receipt slip is generated along with a Material Document, which is the Umoja term for a Good Receipt system document, for each Inbound Delivery. 143

144 Onwards Shipment (for inventory items) Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt Only applicable to inventory After the goods are virtually received, they are transported to the final, physical receiving location. For the second leg of this process, several follow-on documents are generated. These documents are: Stock Transfer Order (STO) Outbound Delivery Inbound Delivery (different from the original Inbound Delivery document) The STO is similar to an internal PO and is generated with an Outbound Delivery to process the onward shipment. 144

145 Onwards Shipment Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt The steps to create the STO and Outbound Delivery documents are: 1 Enter ZLEAUTOPGI in the Command field and click the Enter icon Enter the receiving plant (for example, US00) in the Plant field 2 3 Enter 9xxx (depending on the user s location) in the Storage Location field. This represents the virtual storage location and should always be entered for Virtual Goods Receipts

146 Onwards Shipment Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt 4 Enter the entry date in the Date of Entry field. The date range should include the date on which the receipt was executed 5 Click the Execute icon Based on the input values, the system will display all the goods that are virtually received at the plant during the chosen period 6 Select the required line item from the Material Documents section. Multiple line items can be selected

147 Onwards Shipment Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt Repeat the following steps for each line item: 7 Enter the required details in the Bill of Lading field 8 Enter + 30 days in the Expected Delivery date at delivery location field Enter the freight PO number for the follow-on shipment in the Freight PO field

148 Onwards Shipment Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt 10 After all the items have been updated, click the Create STO/DO button. Ensure that there are no processing errors 10 Note: The first Inbound Delivery is closed when goods are received against it. The second Inbound delivery is needed so the user can receive into inventory upon arrival 148

149 Onwards Shipment Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt 11 Double-click the STO number. The second Inbound Delivery number is listed in the Confirmations tab 149

150 Update Inbound Delivery Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt Now, the user needs to update the second Inbound Delivery. If that number is known: 1 Enter VL32N in the Command field Click the Enter icon 2 3 Enter the Inbound Delivery number from the previous step 4 Click the Enter icon to load the delivery 5 Review all prepopulated details 150

151 Update an Inbound Delivery Delivery Update 6 7 Click the Header (Hat) icon to view the Header Details section 6 7 Click the Shipment tab Enter the Bill of Lading number in the BillOfLad. field for the inbound shipment 8 8 The next two steps are applicable for Virtual Goods Receipt only. If follow-on freight is arranged and a PO number is available enter the code ZFPO in the MnsTransTy (Means of Transport Type) field 9 Enter the follow on freight PO number in the TrnsIDCode (Transport ID Code) field for downstream reference

152 Monitoring Stock in Transit Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt The steps to view the stock in transit materials report are: 1 Enter MB5T in the Command field and click the Enter icon 2 Enter the Plant in the Receiving Plant field 3 Enter the actual receiving location as per the original PO in the Receiving Location field 4 Click the Execute icon 5 Click the Detail List icon to display the report in a table format. The report shows the Stock in Transit STO document with all the materials 152

153 Virtual Goods Receipt: Financial Implications Update Inbound Delivery Update Inbound Delivery 1 Virtual Goods Receipt Onwards Shipment Update Inbound Delivery 2 Physical Goods Receipt Lastly, the steps for Physical Goods Receipt are followed, referencing the second Inbound Delivery number. See Module 3 for more information about performing Physical Goods Receipts. 153

154 Activity 1 Transaction Name: Virtual Goods Receipt Non-PK Transaction Code: VL06I Link to the uperform simulation: ?mode=EU&originalContext=

155 Learning Checkpoint 1 STO s and Outbound Deliveries do NOT need to be created during the Virtual Goods Receipt process when. Select the correct option. A. Receiving Batch Managed materials B. Receiving for Inventory C. Receiving Serialized materials D. Receiving for Consumption 155

156 Learning Checkpoint 1 STO s and Outbound Deliveries do NOT need to be created during the Virtual Goods Receipt process when. Select the correct option. A. Receiving Batch Managed materials B. Receiving for Inventory C. Receiving Serialized materials D. Receiving for Consumption Option D is the correct answer. When receiving goods for consumption, you do not need to create new shipping documents in Umoja. 156

157 Module 4 Summary The key points covered in this module: Umoja is configured to require a Virtual Goods Receipt for specific Incoterms such as FCA and EXW Virtual Goods Receipt is performed by the Virtual Receipt Direct User using the T- code VL06I For goods being received for inventory, an additional onward shipment will need to be created for delivery to the final destination 157

158 Agenda Course Introduction Module 1: Umoja Inbound Goods Process Review Module 2: Inbound Delivery Module 3: Physical Goods Receipt Module 4: Virtual Goods Receipt Module 5: Goods Receipt Returns and Reversals Module 6: Reports Course Summary Course Assessment Course Survey 158

159 Module 5 Objectives After completing this module, you will be able to: Perform a Goods Receipt to a Blocked Stock against an Inbound Delivery 159

160 Movement Types These are the goods movement types between stocks and for returning a Goods Receipt to the vendor. Movement Type : 105 Original Movement Type : 101 Original Movement Type : 103 Unrestricted Stock Return Movement Type : 122 Vendor Return Movement Type : 124 Blocked Stock Movement Type : 122 (automatic posting) Quality Stock 160

161 Scenario 3: Blocked Stock Handling During the visual physical inspection, the Receiving User discovers that the one of the vaccines is physically damaged. Therefore, it needs to be received as Blocked Stock, while the issue is resolved with the commodity vendor (offline). The Receiving User needs to attach pictures of the damaged goods to the receipt to Blocked Stock transaction using the Services for Object icon. The Receiving User enters the T-code MIGO (as shown previously) but uses a movement type 103 to receive this generator to Blocked Stock. The invoice processing is blocked and a Blocked Stock slip is generated. Blocked Stock Handling Update Inbound Delivery Run Inbound Delivery Report Check for Discrepancy Goods Receipt in Umoja Quality Inspection (if applicable) Note Blocked stock is an exceptional process and should only be used in cases of damaged goods. Legend Exception Process 161

162 Blocked Stock Slip After the receipt to Blocked Stock is posted, a Blocked Stock slip is generated. 162

163 Blocked Stock Handling After the Receiving User reports the issue to the Requisitioner, the buyer would collaborate with the Vendor and Requisitioner to resolve the discrepancy. A decision will be made to either accept the goods or return the goods to the vendor. If the goods can be accepted, the Receiving User uses the T-code MIGO, selects Goods Receipt in reference to a PO and uses movement type 105 and the related PO number to release the goods from Blocked Stock to Unrestricted Stock. 163

164 Return To Vendor If the material cannot be accepted, the Receiving User uses the T-code MIGO and a movement type to indicate the return to vendor status. The return movement type (122 or 124) depends on which Stock Type the goods were originally received to refer to following slide. In the Where tab, the system asks the user to complete a Reason for Movement before the return is posted. Additional details can also be added in the short Text field. 164

165 Vendor Return Slip After the return to vendor is posted, a Vendor Return slip is generated. 165

166 Goods Receipt Reversal If a Goods Receipt transaction needs to be completely reversed (for example, error or non-vendor return scenarios), perform the T-code MIGO and select Cancellation in reference to a Material Document. This completely cancels the receipt with all line items and quantities. Note: If the payment has already been processed, the Receiving User needs to notify the Requisitioner that the reversal action is complete. The Requisitioner then works with Finance and other relevant offices to reverse the payment (offline). 166

167 Goods Receipt Reversal The steps to reverse only select line items are as follows: 1 Enter the T-code MIGO in the Command field and click the Enter icon. Select Goods Receipt in reference to a PO. Enter the related PO number 2 Enter 102 as the movement type to reverse a Goods Receipt

168 Goods Receipt Reversal 3 The Receiving User can specify the line item and quantity (in the Quantity tab) to reverse (for example partial reversal) 4 If the material is one that requires quality inspection, ensure that the correct stock type is selected in the Where tab. Remember that you are always returning from the stock the goods are currently in (Unrestricted, Blocked or Quality)

169 Confirm Reversal Transactions The ME23N Display Purchase Order transaction should be used to verify the reversal posting. The Purchase Order History tab gives a view of all receipt and reversal transactions for each line item, as well as the corresponding material documents. Note that the Movement Types are in the (MvT) column. 169

170 Goods Receipt Movement Types To summarize, this table shows the different types of Goods Receipt movement types: Movement Type Description Financial Implication ZP1 Virtual Receipt Full financial posting Invoice processing Three-way match ZR1 Direct Goods Receipt Full financial posting 101 Receipt to Unrestricted Stock Full financial posting Invoice processing Three-way match 102 Reverse Receipt (Virtual or Physical) Varies depending on receipt movement type 170

171 Goods Receipt Movement Types To summarize, this table shows the different types of Goods Receipt movement types: Movement Type Description Financial Implication 103 Receipt to Blocked Stock No financial posting No invoice processing 105 Release Blocked Stock Full financial posting Invoice processing Three-way match 122 Return to Vendor after Receipt to Unrestricted Stock Varies depending on receipt movement type 124 Return to Vendor after Receipt to Blocked Stock Varies depending on receipt movement type 171

172 Notifications during the Goods Receipt Process Notifications Umoja ECC creates notifications during the Goods Receipt process: Every Goods Receipt posting generates an notification to the Receiver, Requisitioner and Buyer listed in the PO s are generated for receipts (including under delivery) and reversals and will indicate the stock type (for example blocked stock, unrestricted stock or inspection) When goods are serialized, an notification is generated to the Requisitioner which includes the details of the Equipment Records generated Inbound Coordinators will not receive notifications 172

173 Notifications during the Goods Receipt Process Below is an example of a Goods Receipt notification by 173

174 Learning Checkpoint 1 Which of the following movement types is used for returning goods from Blocked Stock to the vendor? Select the correct option. A. 121 B. 122 C. 123 D

175 Learning Checkpoint 1 Which of the following movement types is used for returning goods from Blocked Stock to the vendor? Select the correct option. A. 121 B. 122 C. 123 D. 124 Option D is the correct answer. If goods from Blocked Stock have to be returned to the vendor, then movement type 124 is used. 175

176 Module 5 Summary The key points covered in this module are listed below: The Goods Receipt to Blocked Stock is performed using the T-code MIGO and movement type 103 Release Blocked Stock is performed using the T-code MIGO and movement type 105 The goods can be returned to the vendor using the T-code MIGO and the corresponding movement type The Goods Receipt can be reversed using the T-code MIGO and the corresponding movement type Umoja ECC creates several notifications during the Goods Receipt process 176

177 Agenda Course Introduction Module 1: Umoja Inbound Goods Process Review Module 2: Inbound Delivery Module 3: Physical Goods Receipt Module 4: Virtual Goods Receipt Module 5: Goods Receipt Returns and Reversals Module 6: Reports Course Summary Course Assessment Course Survey 177

178 Module 8 Objectives After completing this module, you will be able to: View the Purchase Order report View the Material Document report View the Purchasing Documents report View the Stock Overview report View the Warehouse Stock report 178

179 Purchase Order Report As you recall from the Logistics Overview course, there are several key reports used across the Umoja Logistics process. Using the T-code ME2N, the user can generate a list of Purchase Orders by PO number for a mission/location. This allows the user to find the status/details of a particular PO. Other variations of this report allow views by vendor, by material and others. 179

180 Purchase Order Report On the Purchase Order report, populate any of the search fields to customize the report. The report allows the user to search for all documents matching each criteria, or the user can choose a range (for example, delivery date) to search by. The fields in the red boxes are the most commonly filtered fields. 180

181 Purchase Order Report On the report that appears, the user can double-click information such as the PO number and Vendor number to navigate to the corresponding screen. 181

182 Material Document Report Using the T-code MB51, the user can generate a list of the material documents (Goods Receipts) that have been posted by material or multiple materials. From the output list, the user can search for and display a particular material document. 182

183 Material Document Report On the report that appears, the user can view the material document generated for each material. 183

184 Purchasing Document Report Using the T-code ME80FN, the user can generate an overall Purchasing report to view details of documents related to Supply Chain transaction (Purchase Orders, Material Documents and others). The report is very customizable to include fields that a user may need and assists with further analysis. 184

185 Purchasing Document Report On the report that appears, the user can double-click information such as the PO number and Vendor number to navigate to the corresponding screen. 185

186 Stock Overview Report There are several useful reports that a user can use to review materials in different stock before conducting a Goods Receipt. The Stock Overview report (T-code: MMBE) allows the user to view the stock types by material, plant or storage location. The steps to view the Stock Overview report are: Enter MMBE in the Command field Click the Enter icon Enter US00 in the Plant field Enter in the Material field Click the Execute icon

187 Stock Overview Report Here is an the Stock Overview report: 187

188 Reports Summary The T-codes relevant for Inbound Goods reports are: Report Inbound Delivery Monitor Purchase Order Report Material Document Report Purchasing Documents Report Stock Overview Report Warehouse Stock Report Stock Availability Report T-code VL06I ME2N MB51 ME80FN MMBE MB52 ZLE_STCK_OVRVW 188

189 Module 6 Summary The key points covered in this module are listed below: The steps to view the Purchase Order report The steps to view the Material Document report The steps to view the Purchasing Documents report The steps to view the Stock Overview report The steps to view the Warehouse Stock report 189

190 Agenda Course Introduction Module 1: Umoja Inbound Goods Process Review Module 2: Inbound Delivery Module 3: Physical Goods Receipt Module 4: Virtual Goods Receipt Module 5: Goods Receipt Returns and Reversals Module 6: Reports Course Summary Course Assessment Course Survey 190

191 Course Summary The main concepts introduced in this course were: Roles involved in the Umoja Logistics process: Inbound Coordinator Virtual Receiving User Receiving User Inspection User Umoja ECC uses movement types to execute the receiving actions taken Stock types used in Umoja: Unrestricted Stock In Transit Stock Blocked Stock Quality Stock Types of Goods Receipt: Physical Goods Receipt Virtual Goods Receipt 191

192 Agenda Course Introduction Module 1: Umoja Inbound Goods Process Review Module 2: Inbound Delivery Module 3: Physical Goods Receipt Module 4: Virtual Goods Receipt Module 5: Goods Receipt Returns and Reversals Module 6: Reports Course Summary Course Assessment Course Survey 192

193 Course Assessment Now that you have completed all the modules in this course, you can test your knowledge by completing the Course Assessment. To receive credit for completing this course, you must pass this assessment with a minimum score of 90%. To complete the assessment you must return to the Learning Management System: 1. Log into Inspira 2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning 3. Search for the name of the course under the My Learning Activities section 4. Click the Start link of the course assessment 5. Click the Submit button once you have completed the assessment 193

194 Agenda Course Introduction Module 1: Umoja Inbound Goods Process Review Module 2: Inbound Delivery Module 3: Physical Goods Receipt Module 4: Virtual Goods Receipt Module 5: Goods Receipt Returns and Reversals Module 6: Reports Course Summary Course Assessment Course Survey 194

195 Course Survey Your feedback is important to the continuous improvement of our training program. Please complete the evaluation for this course using the following steps: 1. Log into Inspira 2. Navigate to Main Menu -> Self-Service -> Learning -> My Learning 3. Search for the name of the course under the My Learning Activities section 4. Click the Start link of the course survey 5. Click the Submit button once you have completed the course survey 195

196 Congratulations! You have successfully completed the Umoja Inbound Goods Process: Non-PK course. 196