Receipt

Receipt

Objectives
•    Creating a No Requisition Receipt
•    Receipt from a Barn Transfer
•    Creating a Requisition Receipt

Overview

The receipt screen displays all receipts at your facility. The Receipt screen can be filtered to display only specific information as a result for you specific filtering needs.

Creating a No Requisition Receipt

To create a new receipt click the Create New Receipt button (Plus) from the Receipt List screen.

Note: Fields marked with red boxes indicates required fields.

 

1.    Select ‘No Requisition’ in receipt type
2.    Confirm received date
3.    Select the receiving barn if different from your default
4.    Select the vendor – detail of receipt will display after this selection.
Ordered Section
5.    Select material
     a.    Enter the Material item name and the system will display the matching information (Vendor Item versus Item Master) if available.
     b.    Container, Container UOM and Package UOM will populate of Vendor Item record has been created.  Otherwise you must enter.
6.    Enter Quantity Ordered (Total packages) Example – 5 (1 gallon Jugs)
7.    Enter package price if different from defaulted.(Total amount for each packaged unit)
8.    Enter Units per Package – This is number of items in the package (1 gallon)
Received Section
9.    All fields in this section populate based on the ‘Ordered’ amounts entered.
10.    Click Submit to save the data.


Receipt from a Barn Transfer

Select the transfer Receipt by clicking on the Receipt Number.
 

Confirm the Received Unit amount or enter the amount received and the Warehouse for the receipt



Commit the transaction with the submit button.


Creating a Requisition Receipt

Select Receipt button from Requisition or create new from Receipt List.
 
1.    Select Requisition as Receipt type if create new (will default if from Requisition)
2.    Enter Requisition Number (will default if from Requisition)
    a.    System will populate Vendor details
    b.    System will populate Material details in received items table
3.    Follow details from No Requisition section above for additional functions.