Course Code: INV-06
Goal: Execute smooth, accurate, and accountable receiving processes for full and partial shipments to ensure up-to-date inventory, clear vendor reconciliation, and on-time project readiness.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for warehouse receivers, procurement staff, operations support)

Resources Provided:

• Receiving Workflow Guide
  
• Invoice and Packing List Checklist
  
• Multi-Delivery Handling Reference

Learning Objectives

By the end of this session, participants will be able to:

• Receive and check in both full and partial shipments in CUBE.
  
• Manage invoices, packing lists, and vendor references during receiving.
  
• Handle multiple deliveries for a single Purchase Order (PO) accurately.

Session Agenda

INV6.1 Receiving Full and Partial Shipments

• Opening a PO for receipt.
  
• Receiving full deliveries:
  
• Verifying quantity and condition against PO.
  
• Completing and closing the receipt entry.
  
• Receiving partial deliveries:
  
• Recording received quantities.
  
• Keeping PO open for future deliveries.
  
• Tracking backorders automatically.

INV6.2 Managing Invoices and References

• Uploading vendor invoices and associating to receipts.
  
• Recording packing slips or delivery documents.
  
• Flagging discrepancies for financial review or dispute resolution.

INV6.3 Handling Multiple Deliveries for a Single PO

• Understanding shipment logs within POs.
  
• Managing multiple inbound receipts and updating inventory by batch.
  
• Finalizing PO closure only after all items are received and reconciled.

Hands-On Preview (Optional if time allows)

• Receive a full shipment in a sample PO.
  
• Process a partial shipment with pending quantities.
• Upload an invoice document to the PO.

Post-Session Action Items

• Review open POs for pending receipts.
  
• Train warehouse staff on full vs. partial receipt best practices.
• Standardize vendor invoice upload and receipt matching procedures.

Note: When scheduling, make sure to include this session code: INV-06

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