Order Receipt
About Order Receipt
The Order Receipt app allows you to process received item shipments as they arrive in the warehouse. The app receives items in any combination of received purchase orders, RMAs, and transfer orders.
This app allows you to search for open purchase orders, RMAs, or transfer orders by the order ID number. In addition to recording the received quantity, you can also assign serial, lot, and expiration information to the inventory items received with the order. The app displays the expected quantity to receive for each app, allowing you to check whether a received shipment is over or under the expected value.
You can also use this app to receive an item to one or more lot locations in the warehouse, using the same transaction. For example, you can receive 5 units of item ALE00001 to lot 2001 and then receive 5 units of the same item to lot 2002.
During the receiving transaction, the app validates the received inventory items against their corresponding NetSuite records and updates the record settings. Each received item is stored in the receiving bin configured for your warehouse in NetSuite. After completing an Order Receipt transaction, we recommend using the Bin Putaway app to store received items in the desired warehouse bins.
If your Direct solution includes printing integration with Enterprise Printing Platform, you can print a list of received inventory at the end of the Order Receipt transaction. For information on configuring this functionality, refer to Configure company-level label printing settings. For steps to receive items and print labels within the app, refer to Receive inventory items.
Receive inventory items
You can use Order Receipt to process inventory items as they arrive in the warehouse. The app allows you to enter a different quantity received than the expected amount. Typically, you can partially complete an order and then reopen it later to receive the remaining items. However, when receiving an order with predefined lot or serial numbers, you must receive the full list of items with the exact lot or serial numbers specified in the order.
Prerequisites:
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The Direct bundle is installed and configured on your NetSuite instance, and is updated to the latest version.
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The target purchase orders, RMAs, and transfer orders are configured as records in NetSuite.
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Optional. To increase quantity by one every time you scan an item number, ensure that the Increment on Scan configuration element is enabled.
To receive a purchase order, RMA, or transfer order, complete the following steps.
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In the DSI App Menu, select Order Receipt.
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In the header, ensure that your warehouse location is displayed.
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For Order Type, select Purchase Order, Return Material Authorization, or Transfer Order from the list.Step Information
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For Order #, scan or enter all or part of the desired purchase order number, RMA number, or transfer order number.Step InformationNote:If you submit a partial order number, ensure that the submitted number includes the beginning of the order number.
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After you have entered all desired orders, select Get Order.Expected ResultResult: The app displays the full list of expected items to receive in the order. The order number and order type displays at the top of the page. The Receive Qty column indicates both the quantity of items received so far in the transaction and the total expected quantity to receive as part of the order.
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Optional. To expand or collapse item details, select Expand All or Collapse All.
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To receive each item included in the order, complete one of the following actions.
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For Item #, scan or enter the item number and specify the received quantity. If the item is lot-controlled or serial-controlled, the Inventory Details window displays.
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Select an item from the list and specify the received quantity. If the item is lot-controlled or serial-controlled, the Inventory Details window displays.
Step InformationNote:The Inventory Details window allows you to create one or more new lot numbers or serial numbers associated with the received inventory item quantity.-
If your solution is configured to include automatic lot or serial number generation, the Lot/Serial field is pre-filled with the newly generated number. The generated number uses the date-time format YYYYMMDD-HHMMSSmm. The app then creates an additionally generated lot or serial number for every subsequent quantity received.
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If the item is lot controlled, you can specify the expiration date and quantity for each lot.
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Each entered serial number has an automatic quantity of 1.
Expected ResultResult: After, if prompted, you specify the inventory details and select Save, the total quantity value entered for the item updates in the list of items on the previous screen. This value can exceed the estimated receivable quantity for the item. -
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After you have received all desired items, select Complete.
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For Enter To Bin, select the desired bin where you want to store the received items.Step InformationNote:
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If you do not want to receive items to a bin, select No Bin. If this option is selected, these items are received into the warehouse, but still require a putaway transaction. Note that some app configurations do not allow you to select No Bin.
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Only bins that have been configured in NetSuite as designated receiving bins display in this list.
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Optional. On the Successful Receipt screen, to print a label for the order receipt, for Printer, select the desired printer from the list. Then, select Print Labels.Step InformationNote:These fields only display if your Direct solution is configured with label printing functionality.
Result: The Successful Receipt notification displays, including a list of all items received during the transaction. The app transaction updates the specified order records in NetSuite, as well as the records associated with each imported inventory item.
Postrequisites:
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If you want to receive a different order, select New Order.
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If you did not receive every expected inventory item specified in an order, you can reopen the partially received order at a later time for an additional receipt transaction. When you reopen a partially completed order, only inventory items that were not previously received will display in the app's list of expected items.
Updated Order Receipt settings
Order Receipt allows you to receive incoming purchase orders, RMAs, and transfer orders, as well as add the contained items to your warehouse inventory.
You can edit the following NetSuite settings using Order Receipt.
Item Number
Specifies the received items.
Quantity
Specifies the number of items received in the shipment. The exact number received is recorded on the Related Records tab.
Serial Number
Specifies the serial numbers associated with the order item.
Lot Number
Specifies the lot numbers associated with the order item.
Bin Number
Specifies the bin numbers associated with the order item.
Expiration Date
Specifies the expiration dates associated with the order item.
Status
Updates the status of the purchase order, RMA, or transfer order from "Pending Receipt" to one of the following statuses.
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Pending Billing/Partially Received. The order updates to this status if not every item was fully received. Orders with this status can be reopened using the app.
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Pending Billing. The order updates to this status when every item is fully received.
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