Items to Receive tab for Receive Inventory
Updated
by
Cheryl Wallace
Use this tab to assign primary IDs (bar codes, RFID tags, etc.) to incoming inventory for existing part numbers. When receiving against a purchase order, most of the fields will be updated automatically with information from the purchase order. The grid at the bottom of the page displays information about the line items on the purchase order including the part number, description, unit, quantities (on order, received, outstanding balance, receive) and whether the ordered part in a rental. When receiving directly into stock without a PO, the details can be entered manually.
Fields on this tab include:
Parts to Receive grid:
Part Number | Part Number on the Purchase Order being received. When receiving against a purchase order, only parts appearing on that PO are available. |
Description | Displays the description of the selected part number. |
Purchase Unit | Displays the purchase unit of measure for the PO. When receiving without a PO, this value can be selected from the list. Otherwise it is read-only. |
Qty Ordered | The quantity of the part number on the purchase order being received. |
Qty Received | The quantity previously received of the part number on the purchase order being received. |
Balance | The unreceived quantity ordered of the part number on the purchase order being received. |
Received Qty | The quantity of the part number being received. |
Receive Details grid:
Part Number | Use the lookup to select the part number for the item or, when receiving against a PO, double-click a Part No in the grid above to select. When receiving against a purchase order, only parts appearing on that PO are available. |
Description | Displays the description of the selected part number. |
Notes | Displays the PO Note for the item if receiving against a PO. |
Received Qty | Indicate the quantity being received. For serialized items, this cannot be greater than 1. This cannot be greater than the balance to receive for the part number. |
Item ID | Displayed only for serialized items. The item ID for the item being received. |
Serial Number | Displayed only for serialized items. Enter a serial number. |
Cost | The unit of issue cost for the item being received. |
Inventory Status | Displayed only for serialized items. Select the inventory status from the drop down. |
Bin | The bin shelf storage location for the item ID. |
Purchase Unit | Displays the purchase units for the PO. When receiving without a PO, this value can be selected from the list. Otherwise it is read-only. |
Issue Unit | Displays the issue unit of measure from the part number. |
Conversion Factor | Enter the number of issue units per purchase unit. Read-only if receiving against a PO. |
Rental Contract No | For items rented from third parties, enter the rental contract number. |
Rental Period | Select the rental period from the list, if applicable. |
Rental End Date | Enter the end date of the rental period, if applicable. |
Rental? | Specify if this item is being rented from a third party. If this is selected, Lease cannot be selected. |
Lease? | Specify if this item is a capital lease. If this is selected, Rental cannot be selected. |
Buttons on this tab:
Receive | Click to add the item and quantity to the Items Received tab to be processed. |
Receive Outstanding | Click to add the balance quantity to the Items Received tab for all non-serialized items on the PO. |
See also:
Copyright © 2020-2024 ToolHound Inc. All Rights Reserved.