The physical handling of items received at the company warehouses can be managed and recorded in different ways, depending on the level of warehouse management features in the installation. For example, the warehouse of small manufacturing companies may require simple functionality, while busy distribution warehouses for wide product selections and complex business models may require that different levels of warehouse activities be performed in a directed workflow.
The simplest receiving process is one where the installation has no dedicated UI for warehouse activities, but the received quantity is entered and posted directly in the inbound order, such as a purchase. A basic warehouse installation may include the Inventory Put-Away document where warehouse workers process one order at a time and automatically post the receipt transaction when posting the inventory put-away. In advanced warehousing installations that are set up for directed put-away and pick, different warehouse roles perform separate receiving and put-away tasks for multiple orders according to the implemented workflow.
To add flexibility to advanced warehousing installations, a bin code field for continuous registration of item stock levels can be made available on inbound source document lines.
The level of warehouse management in an installation is defined partly by the scope of the license and partly by the location setup.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Read about the purpose and behavior of the Qty. to Receive field on inbound document lines in installations with and without warehouse management features. | |
Post a receipt in a purchase order, or other inbound document, without integration to warehouse management features. | "Posting Purchase Orders" in Processing Purchase Orders |
Receive parts of an inbound order quantity. | |
Assign new serial/lot numbers to items as they enter inventory to enable tracking of the items after they are sold and while they are in inventory. | How to: Assign Serial Numbers and Lot Numbers During Inbound Transactions |
Receive items with a warehouse receipt document handling the receipts of multiple orders (source documents) into one location. | |
Filter source documents before calculating which source documents to handle with the warehouse receipt. | |
Receive items that are to be shipped immediately without being registered in inventory. | |
Reverse the quantity posted as received on a posted purchase receipt, where the purchase has not yet been invoiced. | |
Trace the origin or usage of received items. |