The receive orders module is a fundamental tool for managing the entry of goods into the system, facilitating the reception, registration, and tracking of products. To ensure efficient operation and avoid errors during processing, it is essential that users understand and comply with a series of established technical rules and limitations.
This article covers the following topics:
General references for a Receive order
Header-level information
- Expected date: Must be a future date.
- Notification date: Must be a past date.
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Receipt date:
- Must be a past date.
- Cannot be edited once the order is received.
- Notes: Up to 65,000 characters can be registered.
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Purchase order:
- The purchase order number entered in this field will be automatically assigned to all lines. However, it is possible to overwrite it individually to assign different purchase orders to each line.
- Carrier: Name of the assigned carrier, not related to the carriers catalog.
Line-level information
- Condition: Package conditions may vary according to the Stock & Trace system. To make modifications to the list of conditions, please request it from the S&T team.
- Part number description: Is read-only. Shows the description configured for the part number.
- Expiration date: By default, receiving expired product is not allowed. If it is necessary to enter expired inventory, the corresponding setting must be activated at the account level.
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Label:
- Its name must be unique across all inventory.
- Default client labels: The prefix for the labels will be LBL-.
- Client labels: The prefix for the client's labels must be different from LBL-.
- Inventory managed by part number: When inventory is managed by part number, the system, by default, will assign a virtual label that will not physically exist, nor is the user expected to scan it.
- Part number: Only part numbers previously configured in the system can be used.
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Location:
- Must be pre-configured locations.
- Receiving is allowed in locations of the following types: Normal, Hold, and Picking.
- LPN: If a non-existent LPN (License Plate Number) is entered, the system will generate it automatically when the Receive order changes to "Received" status.
- Purchase order: By default, the system assigns the purchase order number indicated at the header level.
- Weight: The system assigns the unit weight previously configured in the part number and automatically multiplies it by the quantity of pieces to be received on each line, thus reflecting the corresponding total weight for the incoming goods.
- Price: The system automatically assigns the unit sale price previously configured in the part number, without performing a multiplication of the price by the quantity of pieces to be received. Each line will reflect the unit cost without adjustments based on the total quantity.
- Regime: The corresponding module is required to be activated to manage fiscal regimes. Activation is on demand.
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Serial/Lot:
- Up to 65,000 characters can be registered.
- Lot management: By default, it is interpreted that lots will be managed. A lot can be repeated between orders and between lines of the same order.
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Serial number management: When part numbers have the "Link quantity with serials" setting active:
- It is mandatory that each serial number be unique within the client's account.
- Serials must be separated using commas or spaces between each one.
- Package types: Only package types pre-configured in the system can be used.
- UOM Type: Is read-only. Shows the unit of measure configured in the part number.
References for creating receipts with a CSV
Allows loading receipt lines via a CSV file, following the rules previously mentioned.
Line limit per file: 1,000 lines per CSV file.
Consequence of exceeding the limit:
- The system will not process the file.
- If generating labels, their creation will not be allowed.
Recommendation: Split the file if it exceeds 1,000 lines to optimize performance.
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