How to: Receive Items

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 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.

To receive items with a purchase order

The following describes how to receive items with a purchase order. The steps are similar for sales return orders and transfer orders.

1. Choose the icon, enter Purchase Orders, and then choose the related link.

2. Open an existing purchase order, or create a new one. For more information, see How to: Record Purchases.

3. In the Qty. to Receive field, enter the received quantity.

   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.

4. Choose the Post action.

To receive items with a warehouse receipt

1. Choose the icon, enter Warehouse Receipts, and then choose the related link.

2. Choose the New action.

   Fill in the fields on 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.

   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.

3. Choose the Get Source Documents action. The Source Documents window opens.

   From a new or an open warehouse receipt, you can use the Filters to Get Source Docs. window to retrieve the released source document lines that define which items to receive or ship.

   1. Choose the Use Filters to Get Src. Docs. action.
   2. To set up a new filter, enter a descriptive code in the Code field, and then choose the Modify action.
   3. Define the type of source document lines that you want to retrieve by filling in the relevant filter fields.
   4. Choose the Run action.

   All released source document lines that fulfill the filter criteria are now inserted in Warehouse Receipt window from which you activated the filter function.

   The filter combinations that you define are saved in the Filters to Get Source Docs. window 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.

4. Select the source documents for which you want to receive items, and then choose the OK button.

   The lines of the source documents appear in the Warehouse Receipt window. 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.

   Note

   To fill in the Qty. to Receive field on all the lines 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.

   Note

   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 by using the filter function to get source documents with the item.

5. Post the warehouse receipt. The quantity fields are updated on the source documents, and the items are recorded as part of company inventory.

If you are using warehouse put-away, the receipt lines are sent to the warehouse put-away function. The items, although received, cannot be picked until they have been put away. The received items are identified 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 put-away of the items in the bin specified on the source document line is recorded.

Note

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.

See Also

Dynamics 365 Business Central
Warehouse Management
Inventory
Setting Up Warehouse Management
Assembly Management
Design Details: Warehouse Management
Working with Dynamics NAV