Receipt on Requisition

Receipt On Requisition Note screen is used to capture receiving details against a requisition shipping note. This screen helps to capture received date, quantities and serial numbers of the items that are issued against a requisition note.

Later, any authorized user having the necessary privileges can modify the items shipping quantity, approve or reserve the requisition shipping details.

You can also view the existing receipt notes through this screen.

To generate receipt on requisition note:

1. On the Inventory & Logistics module, click Material Requisition, and then click Receipt.

2. If you are entering a new receipt note, the New check box against the Receipt Number field appears as selected, by default.

3. Select the user name who received the material on behalf of the inventory location form Received By drop-down.

4. Enter Requisition Number to view the existing requisition note details. To view all the existing requisition notes, click the Search Lookup against the Requisition Number field. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required Requisition Number link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

5. Select the Receipt Date and Issue Number. Enter Consignment Number in the displayed field.

6. Click the Serial Numbers button and furnish the following details to capture serial numbers of the carton and individual serial numbers in Material Receive Confirm Serial Numbers pop-up window:

1. Select the Inventory Item from the drop-down.

2. The details of carton and individual item serial numbers received will be displayed in the Carton Serial Numbers and Item Serial Numbers grid.

3. Select the check box against the carton serial number and individual item serial numbers and click Save button to save the item serial number details.

4. Click Close to close the pop-up window.

7. Click the Save button to save the receipt details and generate a receipt number against the issue. The receipt details are saved in the system with the status PENDING.

8. To approve the issue details, enter the Receipt Number. Else, click the Search Lookup against the Receipt Number field. The details appear in Lookup Search pop up window. Select the required Receipt Number link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

9. In Inventory Items table, click the Eraser symbol to enter the quantities of item to be issued under Received Quantity column.

10. Select the Approve check box to approve the receipt. The user name appears in the Approved By field and the date appears in the Receipt Date field automatically.

11. Click the Save button to approve the receipt against the requisition note. The receipt note status becomes CONFIRMED after approval.

Note:

• Item quantity increases at operational entity’s location where as the item quantity at inventory location decreases upon receipt of items.

• Approve check box appears if the user does not have the privilege Auto Approve Receipt against Requisition.

• To enable cartons in the system, set the profile option Enable cartons value to Yes.