Receiving a direct shipment from a vendor

  1. Select Inventory > Transactions > Transaction Management.
  2. Click the Direct Shipment tab.
  3. Click Create.
  4. Specify this information:
    Stock Area
    Specify the identification code for the stock area where the shipment is being processed. This is a required field.
    Part #
    Specify the identification code for the part received. This is a required field.
    Employee
    Specify the identification code for the employee initiating the transaction. This is a required field.
    Date
    Specify the date of the transaction. This is a required field.
    Quantity
    Specify the number of parts received. This is a required field.
    Unit Cost
    Specify the cost of the part per unit. If you don't know the unit cost for the part, type the identification number for the vendor's packing slip in the Packing Slip # field.
  5. Provide any other information about the transaction.
    You can specify the Work Order #, Group Project #, or Service # for which the parts will be issued.
  6. Click Save.
    You can click the Transaction # link to view and edit the transaction in the Transaction InfoViewer. A receipt transaction and an issue transaction for the part are automatically generated.