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Receive without an EPCIS file, or in several steps

Core module For: Administrator, Compliance manager, Warehouse staff Checked on 18.0.0.2.0

Receive DSCSA product when the supplier sends no EPCIS file, or when your warehouse receives goods in two or three steps. In both cases you scan every unit on the receipt itself. Abbreviations: EPCIS: Electronic Product Code Information Services; SSCC: Serial Shipping Container Code; T3: Transaction Report (see the glossary).

Receive without a supplier EPCIS file​

Some suppliers send no EPCIS file, or send it after the goods. Without a file there is nothing to expect: scan every unit that arrived and validate. Your procedure decides whether you may receive DSCSA product before you have the supplier's transaction information and Transaction Statement; the software doesn't stop it. Background: the modules follow the reading that a buyer may not accept ownership unless the seller provides them prior to or at the time of the transaction (FD&C Act § 582(c)(1)(A)(i), § 582(g)(1); FDA interoperable exchange guidance (September 2023); see Compliance background).

Who: Rx Tracking User or Manager

Requires: Rx Tracking (DSCSA). Works in Odoo Community and Enterprise.

Before you start:

  1. Go to Inventory ‣ Operations ‣ Receipts and open the receipt, for example WH/IN/00009 (source document P10003, 12 Samplostatin).

  2. Select Scan Serials, scan every unit's DataMatrix, one per line, and select Register. See Scan units onto a receipt with Scan Serials, and undo a scan, steps 2–5.

    Result: the DSCSA Packages tab lists every unit as Received, and the Operations tab's Quantity equals the number of units scanned.

  3. Select Validate.

    Result: the receipt is Done and its units are In Stock. The receipt has no EPCIS Files and no DSCSA Documents smart button.

    Screenshot of the done receipt of P10003, received without a supplier file: only the Traceability and Moves smart buttons.

Result: the units are in stock and can be sold. Records: the receipt Done, its packages In Stock with the receipt as their origin. No inbound DSCSA document, no Supplier EPCIS File, no discrepancy and no hold are created. When you later ship these units, their outbound documents name the supplier from this receipt.

A sealed case can't be received from its SSCC label without a file: scan the units inside it one by one. The supplier's number (packing slip, invoice) can still be recorded in Supplier Document (Record or find a receipt by the supplier's document number).

If it doesn't work

Known issue

Known issue (PF-A02-01): an own receipt has no way to record the supplier's transaction data when there is no EPCIS file: a late file can't be imported once the receipt is Done, and there is no place for a T3 or packing-slip PDF as a DSCSA record (a PDF attached in the chatter is an ordinary attachment). Keep the supplier's documents as your procedure requires until this is resolved. With 3PL, owner receipts do have these paths.

Next: Validate a DSCSA receipt

Receive through a two- or three-step route​

A warehouse can receive in two steps (receive into Input, then store) or three (receive, quality control, then store). Rx Tracking works on the first step, the receipt from the supplier: the file import, the scans, the checks and the inbound document all happen there. The later steps are internal moves: nothing to scan.

Who: Inventory Administrator to set the route (part 1); Rx Tracking User or Manager to receive (part 2)

Requires: Rx Tracking (DSCSA). Works in Odoo Community and Enterprise.

Before you start:

Set the warehouse's reception steps​

  1. Go to Inventory ‣ Configuration ‣ Warehouses and open the warehouse, for example Albany Annex.

  2. Under Incoming Shipments, select Receive then Store (2 steps) or Receive, Quality Control, then Store (3 steps).

  3. Select the ☁ (Save manually) icon next to the warehouse's name.

    Result: purchase orders confirmed from now on create a receipt into the warehouse's Input location, followed by the later steps. Receipts that already exist keep their steps.

Receive on a multi-step route​

  1. Go to Inventory ‣ Operations ‣ Receipts and open the receipt, for example WH2/IN/00002 (source document P10021, 12 Demoprazole for the Albany Annex). Its Destination Location is the Input location, for example WH2/Input.

  2. Import the supplier's file if there is one (IN-03), scan the units (IN-04 or IN-08) and select Validate (IN-05).

    Result: the receipt is Done, with its DSCSA Documents smart button when a file was imported, and a Next Transfer smart button.

  3. Select Next Transfer and open the next step, for example WH2/STOR/00002 (Storage, from WH2/Input to WH2/Stock).

  4. Select Validate, without scanning. The step shows a Scan Serials button; you don't need it.

    Result: the step is Done.

  5. With three steps, repeat steps 3–4 for each remaining step: first Quality Control (for example WH/QC/NNNNN, from WH/Input to WH/Quality Control), then Storage.

Result: the units are in the warehouse's stock location, and their packages are In Stock. Records: the receipt (Done), with the inbound DSCSA document when a file was imported; each later step (Done). The internal steps create no DSCSA document and aren't counted or checked.

If it doesn't work

  • The Incoming Shipments choices aren't on the warehouse form: Multi-Step Routes is off. Turn it on (see "Before you start").
  • The refusals of the first step are those of a one-step receipt: see Validate a DSCSA receipt.