Receive – Purchase Order

This TIPP PRO pop-up page books the goods you receive from a supplier against a purchase order in Exact Globe. You choose the receipt date, the quantity per line, the receiving location and any serial or batch numbers, and TIPP posts the receipt. It can also print or store the receiving slip of the receipt, and it can send goods back to the supplier on lines with a negative quantity. It opens with the Receive button on the Purchase Order page and is used by warehouse and purchasing staff when a delivery arrives. The page title shows the order number, for example “Receive – Purchase Order 456”.

Before you start

• A TIPP PRO licence is required. Without it the page is read only and shows: “Failed: No TIPP PRO licence available; please reach out to TICE-IT. TIPP Transactions requires a TIPP PRO licence to process transactions (the current licence is ‘…’). Install the TIPP PRO licence file on the Synergy License Management page (Modules > TIPP > Setup > License).” Only Cancel works.
• Open the page with Receive on the Purchase Order page, which passes the division and order number.
• The purchase order must be authorized, not completed, and printed or processed. Exact Globe refuses receipts on an order that has not been printed or processed. Run Print on the order page first, with any output: process only, printer or e-mail.
• The supplier (creditor) must not be blocked.
• TIPP must be connected to the Exact Globe division (Backoffice Connection page) and the TIPP Transactions service must be running.
• Only open lines are listed: lines that are not issued and not fully realized. A positive line is open while less is received than ordered. A negative line, which is a return to the supplier, is open while less is sent back than ordered.

How to receive goods

1. On the Purchase Order page click Receive. The pop-up opens with the section Receipt Details and the list Receivable lines.
2. Check Receipt date. It starts as today’s date and must be a valid date.
3. If your Exact Globe uses warehouse locations, choose a Default location (optional) to fill the Location of all lines that have that location, or choose Location per line.
4. For each line you receive, type the quantity in Receive now. Receive now starts at 0, and a line with 0 is not received.
5. For serial number or batch items fill the Serial/Batch field (see the serial and batch sections below).
6. Untick the checkbox at the start of a line to leave it out. An unticked line is dimmed and its fields are disabled.
7. Click Receive now. When at least one line is received, the dialog Print receiving slip opens (see How to choose what happens with the receiving slip).
8. Choose the slip output, then click Start. A white overlay with “One moment please…” shows while TIPP posts the receipt. On success a green message tells what was done and the pop-up closes by itself after a moment.

How to choose what happens with the receiving slip

1. After you click Receive now on a receipt with goods coming in, the dialog Print receiving slip opens. Its first line summarizes your input, for example “Order 456: 3 line(s) to receive, 1 line(s) to send back (no receiving slip).”
2. Under Output choose Skip, Printer or Document. Skip means no receiving slip. Printer prints the slip on the printer set for “Receiving slips” in the Globe+ print settings of the service account, and also stores the slip as a PDF document with the order. Document only stores the slip as a PDF document with the order and prints nothing. A receiving slip cannot be e-mailed.
3. For Printer or Document choose a Layout. The list holds the receiving slip layouts, shown as the code and its description, and the layout set as the administration’s default receipt layout is preselected.
4. Optionally tick Compress and “Sort according to receipt sequence”. These two options and the Layout are disabled while Output is Skip.
5. Click Start to post the receipt together with these choices. Click Back to return to the lines without posting; your input is kept. The Escape key does the same as Back.
6. Your Output choice and the two options are remembered in your browser for next time.

When all the lines you entered go back to the supplier, there is nothing to receive, so no dialog opens and the lines are posted straight away.

How to receive part of a line

1. Type a quantity smaller than the open quantity in Receive now.
2. Click Receive now. The rest stays open on the purchase order and the line shows up again the next time you click Receive, with a higher Received value.

How to receive serial number items

1. Serial items are marked S in the Type column and the Serial/Batch field says “serial number (1 per line)”.
2. Enter the number of units in Receive now. TIPP spreads the quantity over extra rows of one unit each. The extra rows show an arrow in the # column. Quantities are whole units and are capped at what is still open on the line.
3. Type one serial number per unit in the Serial/Batch field. If you type a serial number on a row whose Receive now is 0, the row takes 1 unit by itself. In a single row you may also type several numbers separated by spaces, commas or semicolons, as long as the count equals the quantity.
4. Click Receive now, choose the slip output and click Start.

How to receive batch items

1. Batch items are marked B in Type and the field says “batch number”.
2. Enter the quantity in Receive now and type the batch number in Serial/Batch.
3. To split a delivery over several batches, receive the first batch on its row. When you receive less than the open quantity, an extra row with an arrow appears for the remaining quantity (its Ordered column shows the rest). Use it for the next batch and, if you want, another location.

How to send goods back to the supplier on a negative line

1. Negative lines are marked R in the Type column. Hover over the R to read “Negative line – the goods go back to the supplier”.
2. Type the quantity in Receive now. The quantity follows the sign of the line: typing 2 on a line of minus 3 means minus 2. It never goes beyond what is still open.
3. Choose the Location the goods leave from when your Exact Globe uses warehouse locations.
4. For serial or batch items type the serial numbers or the batch of the goods that are sent back. Serial items go back one unit (one serial number) per row, in the same way as on a receipt. The serial numbers or batch must be in stock at that location.
5. Click Receive now. Negative lines get no receiving slip. If you also receive other lines, the receipt is posted first and the negative lines are sent back in the next step of the same run.

What you see while the receipt runs

• The page is covered by the overlay “One moment please…” and clicks on buttons and links are ignored until the answer comes back. Cancel stays usable.
• A second click on the same action while it runs is ignored, so the receipt cannot be posted twice by double clicking.
• A small box in the middle of the screen shows live progress. It can read: “Waiting: you are number N in line for …” or “Waiting in line for …” when other changes are being saved first, “Connecting to Globe+…”, “Saving in Globe+…”, “Saving in Synergy…”, “Saving through Exact’s Entity Service…” and “Checking that Globe+ stored it…”. When the run takes more than one step, for example the receipt, the slip and the return, the text starts with “Step N:”.
• After a successful run the page stays locked until it closes, so nothing can be posted a second time from the same pop-up.
• A small warning sign can appear behind the page title. Hold the mouse over it to read the warning, for example that Exact Globe+ is open under the service account of the TIPP Transactions service, which can make saves fail.

How to retry safely after a failed or unclear answer

1. Read the red message at the top. It is one line that says what happened, for example “Failed: reason (ref: …)”. The reference is the request ID of the call. Quote it when you contact support.
2. If a Try again button sits at the end of the message, repeating is safe. Click it. TIPP sends the same lines and slip choices again with the same key, so a step that already went through is not posted a second time; you get its first answer back instead.
3. If the message says “Still being processed” or “Could not confirm whether this was saved”, open the purchase order in Exact Globe and check the received quantities before you click Try again.
4. If there is no Try again button, correct what the message tells you and click Receive now again.

Screen guide

Receipt Details (read only)

• Order: the purchase order number.
• Creditor: the supplier code.
• Warehouse: the warehouse of the order.

Options

• Default location: fills the Location of every line where that location exists for the line’s warehouse. Only shown when Exact Globe uses warehouse locations.
• Receipt date: the posting date of the receipt. Required, starts as today.

Receivable lines

• Checkbox: include the line. Ticked by default.
• #: the order line number. An arrow marks an extra row for the same line.
• Item and Description: the item and its description.
• Type: S for serial number item, B for batch item, R for a negative line that goes back to the supplier.
• Warehouse: the warehouse of the line.
• Location: the location the goods come in at, or leave from on a negative line. It lists the receiving locations of the line’s warehouse as the code with its description, and starts at “– select –“. It shows “(no locations – use warehouse default)” when the warehouse has no receiving locations, and is disabled for lines that only take a quantity (items that are not stock items, have no serial or batch numbers and are not stocked in that warehouse). The whole Location column is hidden when Exact Globe does not use warehouse locations.
• Ordered: the quantity ordered on the line (on extra rows, the remaining quantity). Negative for a negative line.
• Received: the quantity already received.
• Receive now: the quantity you receive now. Starts at 0. Together over all rows of a line it cannot exceed what is still open.
• Serial/Batch: the serial number(s) or batch number to receive, or to send back on a negative line. Disabled for normal items.

Print receiving slip dialog

• Output: Skip, Printer or Document. Skip is the starting choice, after that your last choice is remembered.
• Printer: read only. Shows the receiving slips printer of the service account.
• Layout: the receiving slip layout. Required for Printer and Document.
• Options: Compress and “Sort according to receipt sequence”.
• Back and Start: return to the lines, or post the receipt with these choices.

Buttons

• Receive now: opens the slip dialog or posts the receipt. Disabled when the order is completed, not authorized, not printed, or the supplier is blocked.
• Try again: appears at the end of a red message when repeating is safe (busy, not saved, still being processed, not confirmed, or the answer was lost). It never posts the same step twice.
• Cancel: closes the pop-up without posting.

Messages and what to do

• “Missing Division or Order parameter.” Open the page from the Purchase Order page.
• “Purchase order … not found.” The order does not exist in that division.
• “This purchase order is completed, so goods can no longer be received on it.”
• “This purchase order is not authorized. Authorize it on the purchase order page, then receive.”
• “This purchase order has not been printed/processed yet, so Globe will refuse the receipt. Open Print on the order page and run it first (any output: process only, printer or e-mail), then receive.”
• “The supplier of this order is blocked. Unblock the supplier in creditor maintenance or contact your administrator before receiving.”
• “Could not connect to the Exact Globe division. Check that the division is set up correctly (TIPP Backoffice Connection page) and that the database server is reachable, then try again.”
• “Enter a valid receipt date.” Fill Receipt date.
• “No lines with a quantity to receive.” Enter a quantity on at least one ticked line.
• “Line … (item): pick a receiving location.” For a negative line: “Line … (item): pick the location the goods leave from.” Choose Location.
• “Line … (item): enter the serial number(s) being received.” and “Line … (item): enter the batch number being received.” On a negative line the text ends with “sent back.” instead of “being received.” Fill Serial/Batch.
• “Line … (item): n serial number(s) entered but the quantity is q. They must match.” Make the count of serial numbers equal to the quantity.
• “Line … (item): a serial/batch number is entered but “Receive now” is 0. Enter the quantity to receive, or clear the serial/batch field.”
• “Line … (item): the total quantity across its rows is … but only … is still open on this line. Lower it to … or less.”
• “Line … (item) is no longer open for a receipt (it was processed by another user or process, or the quantity has the wrong sign). Close this window and click Receive again to see the current open lines.” For a negative line it says “for a return” instead of “for a receipt”.
• “Line … (item): … in total, but only … is still open on this line (it may have been processed by another user). Close this window and click Receive again to see the current open lines.”
• “Line … (item): serial number … is not in stock at location …” or “… in warehouse …”, “serial number … is entered more than once.”, “batch … is not in stock …” and “only … of batch … is in stock …, not …”. These come from the check of the numbers on negative lines and end with “Nothing was received or sent back.” Correct the numbers, quantity or location and click Receive now again.
• “Choose a layout for the receiving slip.” Pick a Layout in the dialog.
• “The TIPP Transactions service on this server cannot store the receiving slip as a document only yet (it would print it instead).” followed by “Nothing was received. Choose Printer or Skip, or update the TIPP Transactions service.” Nothing was posted. The same ending follows “The TIPP Transactions service could not be checked (…).”
• “The receipt could not be read. Close this window and click Receive again.”
• “The receipt could not be processed because of a server error: … Nothing was posted. Try again; if it keeps happening, contact your administrator.”
• “Failed: reason (ref: …)” A refusal from the posting engine. Read the reason, correct the lines and try again.
• “Busy: Synergy is handling other changes right now, so this one was not sent. Nothing was saved. Try again in a moment.” The same message exists with “Exact’s Entity Service is handling other changes” or “another change is being saved in Globe+”. Wait a moment and click Try again.
• “Not saved: …” The service reports that the step was not posted, for example “Not saved: …, and the service has no record of this request, so it never reached Globe+. Try again.” Click Try again.
• “Partly saved: …” Part of the step may have been posted. No Try again button is offered. Check the purchase order in Exact Globe before you post anything again.
• “Still being processed: …, and Globe+ has not finished this request yet.” Click Try again after a moment to get the result, it is not posted twice, or check the order in Exact Globe.
• “Could not confirm whether this was saved: …” followed by a reason such as “the service did not answer within 5 minutes”, “the connection to the service was lost” or “the service answered HTTP …”. Check the purchase order in Exact Globe before you go on. Try again is offered and does not post twice what already went through.
• “Saved (…; the service log confirms it went through).” After a timeout or a lost connection TIPP asked the service log and the step had been posted. It counts as a success.
• “The answer from the server was lost (…). It may have been saved. Try again: what already went through is not done twice.” Your browser lost the answer. Click Try again.
• “Could not reach the TIPP Transactions service at … Nothing was posted; try again once the test succeeds.” Check that the TIPP Transactions Windows service is running and that the Service Base URL on the TIPP Engine Settings page (Modules, TIPP, Setup, Connections, Engine Settings) is correct. The Check Running Service button there tests the connection.
• “TIPP Transactions request failed (HTTP 401)” or “(HTTP 403)” followed by “The TIPP Transactions service did not accept the request from Synergy (not authorised), so nothing was posted.” Ask your TIPP administrator or TICE-IT (tipp@tice-it.com) to repair the TIPP Transactions installation.
• An error mentioning an add-on initialisation problem: in Exact Globe+ open System, General, Settings, Add-ons, click Initialise under Actions, click Start in the pop-up, then retry.

Messages when only part of the run went through

• “The receipt was booked, but the negative lines were not sent back: … Close this window and click Receive again to send them back; do not receive again.” The goods are received. Close the pop-up, open Receive again and only the negative lines remain to send back.
• “The goods were received. Receiving slip: … Do not receive again.” (or “The goods were received and the negative lines were sent back.”). The receipt is booked, only the receiving slip failed. The text says why and ends with the receipt entry number. Print the slip from Globe+ if needed.
• “Receiving slip: The service did not report the entry number of the receipt, so the receiving slip was not printed (update the TIPP Transactions service). Print it from Globe+.” The word “printed” reads “stored” for the Document output.
• In these cases Receive now is disabled and nothing can be posted again from the same window, so the receipt is never booked twice.

What you see after a successful run

• A green message shows what was done, followed by the reference, and the pop-up closes after a moment.
• “Received.” when no slip was asked for.
• “Received; the receiving slip was sent to the printer and stored as a document with the order.” for the Printer output.
• “Received; the receiving slip was stored as a PDF document with the order (not printed).” for the Document output.
• “The negative lines were sent back to the supplier.” when negative lines were returned. When nothing else was done the message is “Done.”

What you cannot do here

• You cannot receive more than the open quantity of a line.
• You cannot receive on a completed, unauthorized or unprinted order, or for a blocked supplier.
• You cannot authorize, print or change the order or its lines here. Do that on the Purchase Order page or in Exact Globe.
• You cannot unblock a supplier here; use creditor maintenance in Exact Globe.
• You cannot e-mail a receiving slip.
• Without a TIPP PRO licence you cannot post anything.

Related pages

• Purchase Order page (Transactions): where you create, authorize and print orders and open this pop-up with Receive.
• Backoffice Connection (Modules, TIPP, Setup, Connections) and License (Modules, TIPP, Setup, General): connection to Exact Globe and the PRO licence.
• TIPP Engine Settings (Modules, TIPP, Setup, Connections, Engine Settings): the address of the TIPP Transactions service and the Check Running Service button.

Common questions

What is this page for?

It books received goods against a purchase order in Exact Globe. Click Receive on the Purchase Order page, enter quantities, click Receive now, choose the slip output and click Start.

Why is Receive now disabled?

The order is completed, not authorized, not printed or processed, or the supplier is blocked. A message above the lines names the reason.

Why does Globe say the order has not been printed?

Exact Globe only accepts receipts on printed or processed orders. Open Print on the Purchase Order page and run it first with any output: process only, printer or e-mail.

Why is Receive now 0 on every line?

It starts at 0 on purpose. Type the quantity you actually received on each line; lines left at 0 are skipped.

Can I receive part of an order?

Yes. Enter a smaller quantity. The remainder stays open and can be received later.

How do I enter serial numbers?

Enter the quantity in Receive now, then type one serial number per unit in Serial/Batch. The count of numbers must equal the quantity.

What is the Document output of the receiving slip?

Document only stores the receiving slip as a PDF with the order and prints nothing. Printer prints it on the receiving slips printer of the service account and also stores the PDF.

Why is a negative line in the list?

A negative line, marked R, is a return to the supplier that is still open. The goods leave stock from the location you choose and no receiving slip is made for it.

The receipt worked but the slip failed. Will receiving again book twice?

No. The page says the goods were received and tells you not to receive again. Receive now is disabled in that window, so no second receipt is booked.

What does Try again do and is it safe?

It sends the same click again with the same key and data. A step that already went through is not done twice. The button only appears when repeating is safe.

What is the reference at the end of a message?

It is the request ID shown as (ref: …). Give it to support so they can find the call in the request log of the TIPP Transactions service.

The message says “Could not confirm whether this was saved” or “Still being processed”. What now?

TIPP could not confirm the result. Check the purchase order in Exact Globe first. If you use Try again, what already went through is not done twice.