Goods receipt
Description
This app is used to record goods that are delivered to your own incoming goods department and assign them to purchase orders. The delivered quantity is also noted on the order items.
If ordered goods are sent directly to the customer (drop shipment), a direct delivery document can be created once the goods have arrived at the customer.
If the Supplier sends a notification of the goods delivery in advance, a goods receipt advice note can be created.
Instructions for printing goods receipts can be found here.
Functionality
Input window
This window is used to maintain goods receipts. You can select a goods receipt by entering the desired number in the Number field and confirming with RETURN. If you want to call up the list window, you can select the menu item "Search". When you post a goods receipt document, the posting date is saved. The posting must be done manually, otherwise the following departments could process incomplete data.
After you have selected the processor (this is usually specified when you log into the system), entered the delivery note number, selected a forwarding agent and clicked the 'OK' button, the system assigns a consecutive goods receipt number. The ' Goods receipt item from delivery note ...' window opens.
Then complete the remaining fields with the actual delivery quantity, weight details and delivery status. In the description field you can store information for subsequent departments. Confirm your entries with the 'OK' button to save your data.
With the buttons 'Insert' and 'Remove' you can add or delete further items in the goods receipt document.
When you have inserted all the items, the document is saved in the system by pressing the 'Book' button.
The system assigns the QA marking that has been stored for the corresponding part in the part master and sets the status to "goods to be inspected" or "ready for delivery".
There is one special feature that must be taken into account in any case: quantities ordered for own use, i.e. for a specific cost centre, are not displayed on the warehouse account in the total "In Goods Receipt" or "In QA", as this ordered quantity is not intended for general "dispositive" consumption but only for the specified cost centre!
You can then print goods receipt slips and the order items are set to the status "order item has been delivered" in the purchase order with the delivery quantity.
By assigning the order process, the order status is automatically changed, thus ensuring that the material flow in the system can be tracked in the areas of incoming goods, warehouse and provisioning.
If you need more information about the status of the goods receipt, this can be done by clicking on the button 'Display document history'. The 'Business Process' window opens. In this window all documents are listed (requisition / purchase order / goods receipt etc.) and by double-clicking you can go directly to the corresponding document.
Goods receipts that are not to be entered can also be removed from the list of open order items using the function Release incoming invoice.
Special feature of Kanban parts
Kanban parts are considered to be put into storage after the goods receipt has been posted. Unless the KANBAN parts must first be transferred to quality assurance, they are only considered to be put away after the quality assurance document has been posted. (see Kanban parts)
| Menu item | Description |
|---|---|
| Edit | - |
| : Positions | - |
| : : Insert | Insert goods receipt items |
| : : Edit | Edit goods receipt items |
| : : Delete | Delete goods receipt items |
| : : Create return document | Create return document |
| : : Extend return document | Extend return document |
| : : : Selected items provide delivered required quantity | For the selected entries, the requirement quantity covered by the goods receipt item is made available to the requester, i.e. a quantity less (if the delivery quantity is less than the requirement quantity) or equal (if the delivery quantity is equal to the requirement quantity) to the requirement quantity is made available. If the delivery quantity is smaller than the requested requirement quantity, the goods receipt item goes into the status "Partially staged", if the quantity is the same, it goes into the status "Ready". If the delivery quantity is larger than the required quantity, a remaining quantity remains which can be further processed with the following two menu selection points. |
| : : Put away remaining quantities of the selected items | The remaining quantity of the selected items is put into storage. The goods receipt changes to the status "Goods put away". |
| : : : Provide remaining quantities of the selected items | The remaining quantity is "added" to the order item found first. The goods receipt item goes to the status "ready". (Currently not supported yet). |
| : : Withdrawal of provision | Cancel provision |
| : : (Partial) deployment correction | Concluding a still open part request with a correction document (no cancellation) ! |
| : : Lock | - |
| : : : Lock | Selected goods receipt items are blocked for further processing (ER release + goods receipt posting). The block is removed by creating a return document. It can also be unblocked manually via another menu item |
| : : : Release lock | The marked blocked goods receipt items are removed from the block and can be further processed as usual. |
| Notes | Create/edit notes |
| : Distributor | Distribution list |
| Booking | Goods receipt document is posted |
| : Delete | - |
| : : This document | Delete this document |
| : : All unposted documents without items | Delete all unposted documents without items |
| : : : With OLE in the foreground | Printing of goods receipt documents in the same ClassiX instance. |
| : : With Ole in the background | Printing the goods receipt documents in an additionalClassiX instance. The current instance is not blocked by the printout. This procedure is recommended for a high number of items. |
| : : Label printing (document) | Calling up label printing via a form header. The form LAB_REC is used as standard format. |
| : : Print label | Print one label for all positions. See label description for WE |
| Close | Close window |
| Search | Call up list window |
| Symbol | Description |
|---|---|
 | Save goods receipt |
 | Print, fax, email... |
  | Create/edit notes |
 | Edit distribution list |
| Display document history |
 | Show part |
 | Show order item |
 | Show stock level |
 | Display stock movements |
 | Display disposition movements |
 | Show logistics account |
 | Quality assurance Generatedocument from the selected items |
 | Generate return document from the selected items |
 | Extend return document with the selected items |
 | Create a packing list as a successor if a goods receipt item is to be delivered directly to the construction site |
| Field | Description |
|---|---|
| Number | Goods receipt note number |
| Booked | Date of posting, remains empty if the goods receipt has not yet been posted |
| Entrance | Date of receipt of goods |
| Country | Country of origin |
| Editor | Selected editor |
| Statistical period | The statistics period to which the document is posted. Posting can only be made to periods that have been started. Existing documents can only be changed within started periods. |
| Delivery note | Number of the delivery note of the forwarding agency |
| Forwarding Agent | Selected forwarding agency |
| Direct storage | In the case of stock-keeping parts, an indicator can be set here for smaller companies, whereby the goods receipt quantity is posted directly to the warehouse selected on the item. You can save yourself the extra goods putaway; when posting, the quantity is posted directly to the warehouse. This check mark serves as a default setting for the goods receipt items. |
| Positions | Listing the goods receipt items |
| button | Description |
|---|---|
| Editor | Call up the user selection window |
| Forwarding Agent | Call up selection window for forwarders |
| Statistical period | Used to select the statistics period |
| OK | Changes to the goods receipt are saved. If no changes are made, the button is locked. |
| Booking | The displayed goods receipt is posted. |
| Close | The window is closed without saving changes. If you want to save the changes, you must press the "OK" button. |
Label description
Labels (label stickers) can be printed for incoming goods. These are stuck on the individual packaging units or packages that are available in the goods receipt. Thus the goods remain identifiable at all times.
To open the label printout, press the menu item " Edit>Print>Label" on the goods receipt header.
A window opens with a list of all positions available in the GR. For each line it is indicated how often the label is to be printed and thus in how many packages the specified goods receipt quantity is located.
If, for example, 4 amplifiers in 2 large cartons have arrived in the goods receiving area, 2 should be selected as the number of labels.
The labels then indicate which carton is involved (package 1 of 2)
The number can be initialised above the list by radio buttons to either one label at a time or depending on the quantity for each piece. The number can be changed manually by double clicking on the line.
List window
Used to list the goods receipts.
| Symbol | Description |
|---|---|
 | Create new goods receipt |
 | Processing goods receipt |
 | Delete goods receipt |
 | Print goods receipt list |
| Create/edit notes If several goods receipts have been marked, the note is only opened from the last marked goods receipt. |
| Edit distribution list |
 | Copy all goods receipts to the clipboard |
| Field | Description |
|---|---|
| Number | Goods receipt note number |
| Date | Date of receipt |
| Booked | Booking date |
| Delivery note | Number of the delivery note of the forwarding agency |
| Forwarding agent | Forwarding agent |
| Country | Country of origin |
| Statistical period | Statistical period |
| button | Description |
|---|---|
| Edit | The current goods receipt is displayed in the input window. |
| New | An empty input window opens. |
| Delete | The selected goods receipt PO is deleted. |
| Close | The window is closed. |
Selection window
This window is used to select a goods receipt.
| Field | Description |
|---|---|
| Number | Goods receipt note number |
| Date | Date of receipt |
| Booked | Booking date |
| Delivery note | Number of the delivery note of the forwarding agency |
| Forwarding agent | Forwarding agent |
| Country | Country of origin |
| Statistical period | Statistical period |
| button | Description |
|---|---|
| OK | The selected goods receipt is transferred. |
| Close | The selection is cancelled. |
Option window
This window is used to set the options to be applied when entering orders.
| Menu item | Description |
|---|---|
| Edit | - |
| : Set default settings | Retains the default settings as they were when the machine was initialized, before they may have been changed by the operator. |
Field | Description |
|---|---|
| Options | - |
| : Preset direct storage | - |
| : : : Disable manual control | This option can be used to prevent manual modification of the direct storage in the input window. |
| : : Direct storage | Presetting for the tick of direct storage in the input window |
| : : Storage location for new goods receipt postings | This storage location is entered as the default value when a new item is created |
| : : : Scan storage aid no. | Defines that after the selection of a predecessor (order item), a storage aid can be scanned. If the number is not available, the warehouse resource is created and registered! |
| Presets | - |
| : Global presets | Global presets can be saved for the client and account. These are displayed here as well as the current default options that each module has. To create a global preset, a user preset must first be saved. With a right click on this user setting and selection of the context menu item "Edit user-defined setting" an editing window for this setting is opened, where the assignment of the employee / user to a client or a cost centre can be changed. (Button "Level") |
| : User Presets | Each user can save any number of presets. It is only important to note that if several settings are found, the first one found is used as the default setting. The name of the setting can be changed with a double-click. |
| button | Description |
|---|---|
| OK | Options are taken over |
Label printing window
See description label printing for WE
| Field | Description |
|---|---|
| Quantity presetting | - |
| : Always print once | A label is printed for each position |
| : A label for each piece | If each part is delivered in a separate box, this option can be used. So if an item has 4 pieces of a part, 4 labels will also be printed, so that each box has its own label. See also label printing for WE |
| List | All positions of the goods receipt with the set number of labels to be printed. The number can be set individually for each single item (double click on the line). |
| button | Description |
|---|---|
| The labels (tags) for the items in the list are printed with the specified number of copies | |
| Close | The window is closed without starting printing. |
Related topics
- Index
- Purchase order
- Quality assurance
- Goods receipt item
- Goods receipt
- What does posting the goods receipt document do
- Returns and complaints
Technical Documentation
Overview
- Booking
The document is posted according to the transaction description (EDIT_RECEIVING, EDIT_RECEIVING_BACK). The posting must be done manually, otherwise the subsequent departments could process incomplete data. Changes to the goods receipt are only taken into account in the items.
Goods receipt basic module
Module name
receving.mod
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| RECEIVING_CHANGED | Goods receipt object | Goods receipt was changed | |
| RECEIVING_CREATED | Goods receipt object | Goods receipt was generated | |
| RECEIVING_DELETED | Goods receipt object | Goods receipt was deleted |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| EDIT_RECEIVING | NULL or goods receipt object | Call up input window for goods receipt | Goods receipt editing module |
Goods receipt editing module
Module name
recevedt.mod
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| COMMENT_CHANGED | Object | Comment has been changed | |
| EDIT_RECEIVING | NULL or goods receipt object | Call up input window for goods receipt | |
| EMPLOYEE_SELECTED | Employee object | Employee was selected | |
| FORWARDER_SELECTED | Forwarding agent object | Forwarding agent was selected | |
| LIST_RECEIVING | Collection goods receipt objects or NULL | Call up list window for goods receipt | |
| RECEIVING_CHANGED | Goods receipt object | Goods receipt was changed | |
| RECEIVING_CREATED | Goods receipt object | Goods receipt was generated | |
| RECEIVING_DELETED | Goods receipt object | Goods receipt was deleted | |
| RECEIVING_ITEM_CHANGED | Goods receipt item object | Goods receipt item was changed | |
| RECEIVING_ITEM_CREATED | Goods receipt item object | Goods receipt item was created | |
| RECEIVING_ITEM_DELETED | Goods receipt item object | Goods receipt item was deleted | |
| RECEIVING_REGISTER_UNIT_TABLE |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| DELETE_RECEIVING_ITEM | |||
| EDIT_CARBON_COPY | |||
| EDIT_COMMENT | Object | Open the input window for comments | Comment editing module |
| EDIT_RECEIVING | NULL or goods receipt object | Call up input window for goods receipt | Goods receipt editing module |
| EDIT_RECEIVING_ITEM | |||
| EDIT_STOCK_ACCOUNT | |||
| LIST_RECEIVING | NULL or collection of goods receipt document objects | Call up list window for goods receipt | Goods receipt editing module |
| PRINT_RECEIVING | |||
| RECEIVING_CHANGED | Goods receipt object | Goods receipt was changed | |
| RECEIVING_CREATED | Goods receipt object | Goods receipt was generated | |
| RECEIVING_DELETED | Goods receipt object | Goods receipt was deleted | |
| SELECT_EMPLOYEE_WITH_USER | |||
| SELECT_FORWARDER | |||
| SHOW_PREVIEW | Widget | Print Preview | Print Preview |
| SHOW_TXN_HISTORY |
Goods receipt selection module
Module name
recevsel.mod
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| RECEIVING_CHANGED | Goods receipt object | Goods receipt was changed | |
| RECEIVING_CREATED | Goods receipt object | Goods receipt was generated | |
| RECEIVING_DELETED | Goods receipt object | Goods receipt was deleted | |
| SELECT_RECEIVING | Collection goods receipt objects or NULL, recipient of the response | Call up selection window for goods receipt |
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
| EDIT_RECEIVING | NULL or goods receipt object | Call up input window for goods receipt | Goods receipt editing module |
| RECEIVING_SELECTED | Goods receipt object, recipient | Goods receipt was selected |
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