Inbound operations
Consider the following scenario in the inbound process.
The receiving clerk wants to know what the company expects to receive on the current day. The clerk can go to the Arrival overview page to get an overview of the current tasks and a rough estimate of quantities, volume, weight, different order types, and so on.
Later, a delivery arrives at one of the inbound docks. The receiving clerk receives a list of the delivery and then completes the following tasks on the Arrival overview page:
Identify the matching receipt order and register the receipt as In progress. The system automatically generates the required lines for a registration, and the receiving clerk can monitor the receipt, even though they didn't post the transactions as Registered yet.
Access the appropriate arrival journal reference (that is, the Item arrival journal or the Production input journal) and identify journals that are ready for a product receipt update.
Items received from one expected receipt order
On the Receipts FastTab, the receiving clerk selects a line and then selects Start arrival.
The system automatically selects all related lines that are in the specified range and that have a quantity to register. Next, it generates an item arrival journal that has a match between the expected receipt order and the journal. Then, the system automatically initializes the quantity on all lines that you create.
Items received from more than one expected receipt order
On the Receipts FastTab, the receiving clerk selects multiple lines and then selects Start arrival.
The system generates an item arrival journal that has a match between all expected receipt orders and the journal. Next, it creates all lines on one item arrival journal header and then automatically initializes quantity.
Receive items from one or more expected receipt orders
To get an overview of expected receipts in a date interval, the receiving clerk enters the following information in the fields on the Arrival options FastTab on the Arrival overview page. Afterward, the clerk selects Update to update the view.
Arrival overview profile name - Inquiry
Show lines - All
Days back - (Blank)
Days forward - 0
Warehouses - 11, 13
The receiving clerk can view the following information:
An overview of the registration tasks that are due for all order lines that an item arrival journal has been created for but hasn't yet been posted. To view this information, they can select In progress in the Show lines field.
Detailed line information for more than one order. The receiving clerk can select multiple header lines in the overview and then select Show all selected to view all corresponding line detail information for all selected orders.
Information about a specific purchase order. To show only information that's related to a specific reference number in the overview, the receiving clerk can enter an account number in the Account number field and an order number in the Reference numbers field.
All related receipt orders for the system date and an infinite number of days back from it, including receipts to warehouses 11 and 13, regardless of status.
Update journals
To register one or more order lines that are due to be processed, the receiving clerk can select the lines in the overview grid or in the line grid and then select Journals > Show arrivals from receipts. The item arrival headers that match the lines display. To update the purchase order product receipt for the registered items, the receiving clerk can access the item arrival journal headers that are ready for update. To access these item arrival journal headers, they can select Journals > Product receipt ready journals. All header lines that are ready for product receipt update in the specified warehouse range display. (The header lines that show aren't related to the day interval.)
Start an arrival registration
By selecting multiple lines on the Arrival overview page, the receiving clerk can start an arrival of more than one receipt reference. When they select a line from the receipts overview, the system selects corresponding line details. If a quantity for registration exists, the Start arrival button is available. The receiving clerk can use two methods to start the arrival registration:
To filter the page so that it shows only records that meet specific criteria, in the Vendor reference field, scan a reference number from a vendor, such as the bar code for a delivery note.
In the overview part or the details part of the Arrival overview page, manually select or cancel the selection of records for arrival registration. Then, when the clerk selects Start arrival, the system automatically creates selected records in an item arrival journal. The records include line information and the system assigns all unique field information.
Update arrival information and process a product receipt
When all goods are registered, the warehouse manager or purchasing manager can update the received items with a product receipt to add the physical cost. To update arrival information and post a product receipt, follow these steps:
Select Inventory management > Inbound orders > Arrival overview.
On the Arrival overview page, select Journals > Product receipt ready journals to show a list of the journals that are ready for product receipt update.
Select the journals that must be updated and then select Functions > Product receipt.
On the Posting page, enter the product receipt number, if it isn't already available on the journal, and then select OK to process the product receipt.
The Arrival overview page can help the warehouse manager and warehouse workers achieve an overview of expected work that must be done as part of an inbound process. Also, they can use the page to start the item arrival process, to help guarantee that the system tracks items at the first entry into the warehouse.