Receiving products in a Storeroom warehouse

  1. In Storeroom, select Receipts > PO Receipt.
  2. Search for the purchase order to receive, and then click the drill down icon in the grid to open it.
  3. Optionally, specify the packing list and change the received date.
  4. If one of these conditions is met, click Receive as Complete and then Submit:
    • You received all quantities that were ordered.
    • You did not receive all quantities, but you want to mark each line as complete and close the purchase order when you submit it.
    Note: If one of these conditions are met, you cannot receive the order as complete:
    • Products must be received as unavailable or require inspection
    • Products require serial or lot numbers.

    If you do not receive the order as complete, then continue to the next step.

  5. To receive a line item, specify this information:
    Received Qty

    Specify the quantity that you received.

    Complete

    Select this option if you received all quantities that were ordered. You can also selected this option if you did not receive all quantities. When you mark the line as complete, a back order is not created for the products you did not receive.

    Inspection

    Select this option to require an inspection of the product before receiving is complete and Distribution SX.e is updated. Select this option if Unavailable is selected on the line.

    Unavailable

    Select this option to receive this line item as unavailable. You must also specify an unavailable reason in the Reason field. To receive a portion of a serial- or lot-controlled line item as unavailable, only specify the unavailable reason.

    Reason

    If you select Unavailable or Inspection, specify a Reason. Use the Reason Lookup option to select a predefined reason.

    1. If the product is lot-controlled product, assign control numbers:
      1. Click Lots.
      2. Click New to specify new or existing control numbers.

        Specify lot numbers and quantity. Optionally, specify the bin location, unavailable quantity, open date, and expire date. You cannot change the open date or expire date for an existing lot.

        If Unavailable is selected when you open the line, you do not have to specify the quantity unavailable when assigning the products to lots. The products are automatically received as unavailable.

      3. Click Accept after you entered the expected amount.
    2. If the product is a serial-controlled product that is assigned serial numbers at receiving, assign control numbers:
      1. Click Serials.
      2. Click New to specify new or existing control numbers.

        Specify a serial number for each product. Optionally, specify a bin location and include a comment. Select Unavailable to receive the product as unavailable.

      3. Click Accept after you entered the expected amount.
  6. After you are done receiving lines, click Submit.