Confirm Arrival and Progress Supplier Receipts to Stage Inspect
Purpose: In order to receive stock against a Supplier Receipt, the stage of the receipt must first be advanced to “Inspect”. The following table outlines the steps for this process.
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Step |
Action |
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1 |
Select Receiving from the main menu, then select Supplier Receipts. |
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2 |
Click Due In in the Summary tab, then click the green refresh arrow in the upper right corner. |
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3 |
In the Detail tab, click Edit. |
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4 Select the appropriate Receipt Lane if not populated from the dropdown list, then click Confirm. |
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5 |
Click Confirm Arrival. |
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6 |
Click Confirm. |
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7 |
Click Commence Inspection. |
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8 Click Confirm. |
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9 |
Click the Stock tab to display the below screen to receive the product |
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If you are adding new StU details, take the following steps: |
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Step |
Action |
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1. Click New.
2. Fill in the following fields for each new StU you are adding (press Tab to move the next field): • StU (enter new StU ID) • StT (select appropriate StT type) • SKU (click Browse to find the code, or type it in) • Unit (defaults to unit of measure that was set up for the product ;select from dropdown list to change this, if necessary) • Qty (enter quantity received) • Date Expiry (if applicable, enter expiry date) • Batch (if applicable, enter the batch [lot] code) • Rev Level (if applicable, enter the rev level code) • Status (defaults to “Good”; select from dropdown list to change this, if necessary) |
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Close Receipt
Purpose: Once the reconciliation process is complete, you must close the receipt. The following table outlines the steps for this process.
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Step |
Action |
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1 |
Select Receiving from the main menu, then select Supplier Receipts. |
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2 |
Click Arrived in the Summary tab, then click the refresh arrow in the upper right corner. |
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Click on the appropriate receipt within the list to select it, then click the Tasks tab (at the top of the page) to display the following screen. Click Show Actions. |
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4 Select Action from the pop-up list. |
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5 |
Drag or double click the INSP task from the Tasks tab into the Task Action pop-up window, then click Action. |
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This will “Action” the INSP task and allow for the receipt to be closed. |
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To close the receipt, click the Detail tab to display the following screen, then click Close. |
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8 |
Click Confirm to confirm. |
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9 |
This updates the stage of the receipt to Received. It will only be displayed when the Closed radio button is selected. |
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