When items arrive at a warehouse that is not set up for warehouse receipt processing, you simply record the receipt on the related business document, such as a purchase order, a sales return order, or an inbound transfer order.
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 before been received 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've received, and post the receipt.
Receive items with a purchase order
The following describes how to receive items with a purchase order. The steps are similar to those for sales return orders and transfer orders.
Choose the icon, enter Purchase Orders, then choose the related link.
Open an existing purchase order, or create a new one. Learn more at Record Purchases.
In the Qty. to Receive field, enter the received quantity.
If the received quantity is higher than ordered on the purchase order, per the Quantity field, and the vendor has been set up to allow over-receipts, then you use the Over-Receive field to handle the excess quantity. Learn more in the To receive more items than ordered section.
Choose the Post action.
The value in the Qty. Received field is updated. If this is a partial receipt, then the value is lower than the value in the Quantity field.
If you use a warehouse document to post the receipt, then you cannot use the Post action on the purchase order. Instead, a warehouse worker has already posted the purchase order quantity as received. Learn more at To receive items with a warehouse receipt.
Receive items with a warehouse receipt
Choose the icon, enter Warehouse Receipts, then choose the related link.
Choose the New action.
Fill in the fields on the General FastTab. When you retrieve source document lines, some of the information is copied to each line.
For warehouse configuration with directed put-away and pick, if the location has a default zone and bin for receipts, the Zone Code and Bin Code fields are filled in automatically, but you can change them as appropriate.
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.
Choose the Get Source Documents action. The Source Documents page opens.
From a new or open warehouse receipt, you can use the Filters to Get Source Docs. page to retrieve the released source document lines that define which items to receive or ship.
- Choose the Use Filters to Get Src. Docs. action.
- To set up a new filter, enter a descriptive code in the Code field, then choose the Modify action.
- Define the type of source document lines you want to retrieve by filling in the relevant filter fields.
- Choose Run.
All released source document lines that fulfill the filter criteria are now inserted on the Warehouse Receipt page on which you activated the filter function.
The filter combinations you define are saved on the Filters to Get Source Docs. page until the next time you need it. You can make an unlimited number of filter combinations. You can change the criteria at any time by choosing the Modify action.
Select the source documents for which you want to receive items, then choose OK.
The source document lines appear on the Warehouse Receipt page. The Qty. to Receive field is filled 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 General FastTab before getting the lines, you must fill in an appropriate bin code on each receipt line.
To fill all lines in the Qty. to Receive field with zero, choose the Delete Qty. to Receive action. To fill it in once again with the quantity outstanding, choose the Autofill Qty. to Receive action.
You cannot receive more items than the number in the Qty. Outstanding field on the source document line. To receive more items, retrieve another source document that contains a line for the item using the filter function.
Post the warehouse receipt. The quantity fields are updated on the source documents, and the items are recorded as part of the company inventory.
If you're using warehouse put-away, the receipt lines are sent to the warehouse put-away function. The items, although received, cannot be picked until they've been put away. The received items are identified as available inventory only when the put-away has been registered.
If you're not using warehouse put-away but you are using bins, the put-away of the items in the bin specified on the source document line is recorded.
If you use the Post and Print function, you both post the receipt and print a put-away instruction that shows you where to place the items in storage.
If your location uses directed put-away and pick, then the put-away templates are used to calculate the best place to put the items away. This is then printed on the put-away instruction.
Receive more items than ordered
When you receive more goods than you ordered, you may want to receive them instead of canceling the receipt. For example, it may be cheaper to keep the excess on your inventory than returning them or your vendor may offer you a discount for keeping them.
Set up over-receipts
You must define a percentage by which you allow the ordered quantity to be exceeded when receiving. You define this with an over-receipt code, which contains the percentage in the Over-Receipt Tolerance % field. You then assign the code to the cards of relevant items and/or vendors.
The following describes how to set up and assign an over-receipt code to an item. The steps are similar to set this up for a vendor.
- Choose the icon, enter Items, then choose the related link.
- Open the card for an item you suspect may sometimes be delivered with a higher quantity than ordered.
- Choose Look-up in the Over-Receipt Code field.
- Choose the New action.
- On the Over-Receipt Codes page, create one or more new lines that define different over-receive policies. Hover over a field to read a short description..
- Select a line, then choose OK.
The over-receipt code is assigned to the item. Any purchase order or warehouse receipt for the item now allows receiving more than the ordered quantity according to the specified over-receipt tolerance percentage.
You can set up an approval workflow requiring over-receipts to be approved before they can be handled. In that case, you must select the Approval Required check box on the Over-Receipt Codes page. Learn more at Create Workflows.
Perform an over-receipt
On purchase lines and warehouse receipt lines, the Over-Receipt Quantity field is used to record over-received quantities, meaning quantities exceeding the ordered-quantity value in the Quantity field.
When you handle an over-receipt, you can increase the value in the Qty. to Receive field to the quantity actually received. The Over-Receipt Quantity field is then updated to show the excess quantity. Alternatively, you can enter the excess quantity in the Over-Receipt Quantity field. The Qty. to Receive field is then updated to show the ordered quantity plus the excess quantity. The following procedure described how to fill in the Qty. to Receive field.
On a purchase order or a warehouse receipt document where the received quantity is higher than ordered, enter the quantity actually received in the Qty. to Receive field.
If the increase is within the tolerance specified by an assigned over-receipt code, the Over-Receipt Quantity field is updated to show the quantity by which the value in the Quantity field is exceeded.
If the increase is above the specified tolerance, the over-receipt is not allowed. In that case, you can investigate if another over-receipt code exists that will allow it. Otherwise, only the ordered quantity can be received, and the excess quantity must be handled another way, such as returning it to the vendor.
Post the receipt as you would for any other receipt.
Business Central does not include functionality to automatically initiate the financial administration of over-receipts. You must manually handle this in agreement with the vendor, for example, by the vendor forwarding a new or updated invoice.
See related Microsoft training.
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