Item Receipt ⛭
Configure Item Receipts on PO!!! - the use and behavior of Item Receipts are configured on the Purchase Order configuration.
Setup>Configuration>Purchasing>Purchase Order
The system can be configured to record Item Receipts in two ways:
- 1.Independent from a Purchase Order
- 2.Directly from a Purchase Order
Bills will always increase the balance of physical stock.
Use this method if:
- you don’t always use a Purchase Order to purchase and receive stock.
- your Supplier sends you a Bill for multiple Purchase Orders.
Using this method you can:
- create Item Receipts from the Supplier Master, but not from the Purchase Order.
- create a Bill from the Item Receipt. However, the Item Receipt will not be affected by this action. The only relationship will be the subsequent Bill will have a link back to the respective Item Receipt.
Bills will not increase the balance of physical stock. If the Item Receipt is created before or after the Bill, the Bill will credit the Pending Item Receipt account.
Use this method if:
- you always use Purchase Orders to purchase and receive stock.
You can:
- create Item Receipts from the respective Purchase Order.
- create Item Receipts automatically from the receipt of a Purchase Order into Goods In in the WMS (warehouse management system)
By default, the Item Receipt is not automatically created. To configure the automated creation of the Item receipt see below.
- Track the ‘Qty Received’ (from Item Receipts) and ‘Qty Billed’ (from Bills) on the Purchase Order.
Purchase Order>Configure>Receiving Stock The options are:
- If you record a Bill (Purchase Invoice) before the stock arrives it will not increase the physical balance of stock.
- Adds ‘Create Item Receipt’ to the Action menu on the Purchase Order. This creates an Item receipt that directly inherits from the Purchase Order. A link is created to the ‘parent’ Purchase Order and displayed in the ‘Our Ref’ field on the Item Receipt.
- Adds ‘Create Item Receipt’ on the Action menu on the Supplier master..
- If you record a Bill (Purchase Invoice) before the stock arrives it will not increase the physical balance of stock.
- Adds ‘Create Item Receipt’ to the Action menu on the Purchase Order. This creates an Item receipt that directly inherits from the Purchase Order. A link is created to the ‘parent’ Purchase Order and displayed in the ‘Our Ref’ field on the Item Receipt.
- Removes ‘Create Item Receipt’ from the Action menu on the Supplier master.
- If you record a Bill (Purchase Invoice) without a Purchase Order it will increase the balance of physical stock.
- Disables and removes the ability to create Item Receipts from the Supplier master and the Purchase Order.
You can reverse Item Receipts. By default this option is disabled.
To enable this got to:
Configuration>Purchasing>Item Receipt>Reverse Item Receipt
Check the Enable reverse Item Receipt box.
This setting will add an extra action to Item Receipt>Actions - Reverse Item Receipt
Last modified 1mo ago