Handling an unplanned receipt

You can accept, for example, a promotional item or free sample that does not have a purchase order. Use these instructions to bring the merchandise into your warehouse. The merchandise is received on RT 9999.

An inventory record of the item received and a stock adjustment transaction are created and synchronized to the system. However, an actual purchase order is not created. Although the General Ledger is updated, Accounts Payable does not have sufficient information to generate payment. This type of receipt should be limited to free items.

  1. From the RF main menu, select Receiving.
  2. Specify or scan the Dock ID and press Enter.
  3. Select Unplanned Receipt.

    To receive a sample of an item, create an item record in TWL before you receive it as an unplanned receipt.

  4. Scan or specify the item number.

    See Receiving inventory.

  5. From the Stock Receipt Main Menu, select RT Send/Close.
  6. In the Enter RT Id field, specify 9999.
  7. Close the RT.

Make manual adjustments to the system and TWL to ensure that the item quantity is in balance.