Material Receipt
- Window introduction
- Tabs
- Material receipt header
- Material receipt line
- Receipt line>confirmation
- Receipt>attributes
- Receipt line>Matched pos
- Material receipt line matched invoices
- Document Actions
- Process
- Videos
- Reports
- Preceding and Succeeding Window
Window introduction
Overview:
This window is used for two types of material receiving purpose
1. With the reference of the Purchase order
2. Without any reference (Direct receipt )
A partial receipt quantity also available in this window
Business Case:
Tabs
Material receipt header
Critical Fields:
1.Business Partner: We can select existing Customer/vendor here and this field used to maintain customer/vendor who sale the Quotation & to buy the product.
2.Partner location: This field is update automatically ,based on business partner selection, and also update location manually
3.Warehouse: Product storage purpose ,Select a warehouse were the final product are stored.
4. Movement Date: It is Movement Date for receipt line items of material receipt which reflects on Prints of reports.
5. Account Date: It is Accounting Date which reflects on Prints of reports.
6.Freight Cost Rule: Method for charging flight
6.1 Calculated: We can calculated the freight cost
6.2 Fix price: Fixed the freight cost
6.3 Included in Price: Already included in the product price list
7.QC required: If Qc is enabled for the product mentioned in material receipt lines then this check box will be ticked automatically if we complete the material receipt document.
8.QC completed : This check box will be ticked if QC inspection is completed against the concern material receipt.
Critical & onetime setup fields:
1.Organization: This Field is used to select the organization
2.Target Document Type: This Field is used to select the type of the document that you are going to process
Non-Critical Fields:
1.Order Reference: Notes, Document, and Important Information for this Order.
2.Description: Used to describe specifics about a purchase document or any other note, information, or data, for example.
3.User/Contact: He is the contact person in that particular vendor side.
4.Priority: According to importance we can set priority for that Purchase order (High, Low, Medium, Minor, Urgent).
5.Company agent: This field is used for sales representative updating purposes, the regard will display from the employee master
when the sales representative field is checked.
6.Box Count: This is field is for Number of boxes.
7.Qty Per Box: This is field is for Quantity or number of units per Box.
8.Transporter Name: This field is for Transporter name or delivery person.
9.Tracking No: This field is for Shipment Tracking number.
10.Drop Shipment: This is Check box which enables Other fields like 10.1,10.2,10.3 used incase of Drop shipment Which entails shipping goods directly from your vendor to your customer without holding the items as inventory in your warehouses.
10.1.Drop Shipment Location
10.2.Drop Shipment Contact
10.3.Drop Shipment Business Partner
11.Project- If this order is processed against a project user can tag the project for tracking.
Zoom conditions:
1.Business partner
2.Goods inward / outward
3.Quality inspection
4.Invoice vendor
Customization:
Material receipt line
Critical Fields:
1.Product : To select the product type is item, you can select the multiple product in this line item
2.Quantity : Enter the received quantity against the Material receipt.
3.Locator- The Locator indicates where in a Warehouse a product is located.
4.UOM: The record will populate from product and we can change the UOM manually, if uom conversion for the product.
5.QC required: If Qc is enabled for the product mentioned in material receipt lines then this check box will be ticked automatically if we complete the material receipt document.
6.QC completed : This check box will be ticked if QC inspection (Single/Bulk) is completed against the concern material receipt.If inspection found not ok then NCR document should be completed.
Critical & onetime setup fields:
Non-Critical Fields:
1.Description: Used to describe specifics about a purchase document or any other note, information, or data, for example.
2.Print Note: Used to describe specifics about a purchase document or any other note, information, or data, for example.
3.Project: If this order is processed against a project user can tag the project for tracking.
4.Project task: Actual project task in a project.
5.Project Phase: Phase of project.
6.Campaign: Type of planning made during Phase of project.
7.Activity: Activity carried out during Phase of project.
Serial number/Lot number (ASI):
In this Field we can set Attribute instance for this product & we will generate serial number in material receipt line for each quantity or total quantity
Zoom conditions:
Customization:
Receipt line>confirmation
Once the user completes the Receipt lines, Confirmations Details will appear automatically.
Receipt>attributes
Once the user completes the Receipt lines, Attribute Details through Attribute set instance will appear automatically.
Receipt line>Matched pos
Note: If purchase order document number against (through Create lines from)material receipt documentation is complete, purchase order details ( line item,qty)is update automatically
Material receipt line matched invoices
Note:once material receipt document number against vendor invoice documentation is complete, matched invoice details tab updated automatically.
Document Actions
Validation
Save:
System will check the all mandatory fields
Delete:
System will delete the order and its history details
Document action prepare:
System will check the period details and master data's checking
Document action complete:
1.System will complete the document and keep the order ready for processing in material receipt
2.Once document action is complete ,all fields are update in read only
Document action void/reverse correct actual:
Void- system will reverse all the transaction data's and related document status to Void
Document action close:
System will check whether all the activity for the document is completed and change the Document status to close.
Action
Verify:
Not applicable
Create lines from:
1) Business Partner: We can select existing customer here and this field used to maintain the customer
2. Purchase order : This field used for business partner against purchase order details filtering purpose
3) Invoice: This field used for business partner against invoice details filtering purpose
Copy from/lines:
Not applicable
<custom actions>
Process
Generate Invoice from Receipt
Generate Invoice from Receipt will create an invoice based on the selected receipt and match the invoice to that receipt. You can set the document number only if the invoice document type allows to set the document number manually.
Videos
Reports
| S.NO | Report type | Report Name | Report Purpose |
| 1 | Menu Report | Material receipt Detail | 1)This report is used to track Material receipt quantity against purchase order document. 2) Used to track how much quantity inwarded within particular date. |
| 2 | Menu Report | Purchase order summary report | 1)This report is used to track how much quantity inwarded against purchase order quantity with document number. 2)Used to track pending quantity yet to be received from vendor with Value. |
Preceding and Succeeding Window
Material Receipt Connected Window
Preceding Window
Purchase Order :- Purchase Order
GIN To Material Receipt :- GIN To Material Receipt
Succeeding Window
Invoice (Vendor) :- Invoice (Vendor)