Receiving Items

When items arrive at a warehouse that is set up for warehouse receipt processing, you must retrieve the lines of the released source document that triggered their receipt.  If you have bins, you can either accept the default bin that is filled in, or if the item has never been used before in the warehouse, fill in the bin where the item should be put away.  You must then fill in the quantities of the items you have received, and post the receipt. A source document for a receipt can be a purchase order, a sales return order or an inbound transfer order.

To Receive Items:

  1. Open the Warehouse Receipt window and fill in, at minimum, the fields on the left side of the receipt header. When you retrieve source document lines, the program copies the header information to each line.

For directed put-away and pick: If the location has a default zone and bin for receipts, the program will fill in the Zone Code and Bin Code fields, but you can change them as appropriate. 

Note: If you wish to receive items with warehouse class codes other than the class code of the bin in the Bin Code field on the document header, you must delete the contents of the Bin Code field on the header before you retrieve source document lines for the items.

  1. Click Functions, Get Source Documents. The Source Documents window appears.

  2. Select the source documents for which you want to receive items and click OK.

The lines of the source documents appear in the Warehouse Receipt window. The program has already filled in the Qty. to Receive field with the quantity outstanding for each line, but you can change the quantity as necessary. If you deleted the contents of the Bin Code field on the header before getting the lines, you must fill in an appropriate bin code on each receipt line.

Note: You can click Functions, Delete Qty. to Receive to fill in the field on all the lines with zero, and Autofill Qty. to Receive to fill it in once again with the quantity outstanding.

Note: You cannot receive more items than the number in the Qty. Outstanding field on the source document line. To receive such “extra” items, retrieve another source document that contains a line for the item by using the filter function to get source documents with the item.

  1. Post the warehouse receipt. The program updates the quantity fields on the source documents, and records the items as part of company inventory.

If you are using warehouse put-away, the program sends the receipt lines to the warehouse put-away function. The items, although received, cannot be picked until they have been put away. The program calculates the received items as available inventory only when the put-away has been registered.

If you are not using warehouse put-away but you are using bins, the program records the put-away of the items in the bin specified on the source document line.  


If you use the function Post and Print, you both post the receipt and print a put-away instruction that shows you where to place the items in storage.

If you have directed put-away and pick, the program uses the put-away templates to calculate the best place to put the items away. This is then printed on the put-away instruction.  You can perform the put-away on the basis of the printed document and later on register it in the Warehouse Put-away window, under the menu item Put-aways.

Related Topics:

Putting Items Away with Warehouse Put-away

Cross-Docking Items