Receiving a part

  1. Select Inventory > Transactions > Transaction Management.
  2. On the Receipt tab, click Create.
  3. In the first three fields, specify the part being received and the stock area and location where it will be received.
    You can specify an identification code in each field, or load information in more than one field simultaneously using the popup accessed from the Location field or Part # field.
  4. Specify this information:
    Employee
    Specify the identification code for the employee initiating the transaction.
    Date
    Specify the date of the transaction.
    Quantity
    Specify the number of parts received.
    Unit Cost
    Specify the cost of the part per unit.

    If you haven't received an invoice for the parts and don't know the unit cost, you can specify the vendor that shipped the parts in the Vendor field and the number of the packing slip in the Packing Slip # field. When the invoice arrives, you can use Create Invoice to create a record of it and add the parts received based on the packing slip number.

  5. Click Save.
    If the parts being received are serialized, you must specify a serial number for each part. Similarly, if the parts are lot-tracked, you must specify lot numbers. You can use Lookup Serial/Lot to search for transactions involved serialized and lot-tracked parts.