Receipt List
The goods receipt module is an essential tool for effective warehouse flow management. This function allows for the timely identification of incoming materials, ensuring an accurate and organized loading of goods. The process begins with the selection of supplier orders that are not fulfilled or partially fulfilled, facilitated by detailed filters that allow viewing items awaiting receipt.
Once the orders are selected, the operator can generate the Purchase Delivery Document (DDT), entering details related to the items to be loaded. The system also supports the creation of loading units if these are managed, further improving the organization and traceability of received goods. By entering data related to lots, quantities, and other relevant information, the module ensures complete control over warehouse movements.
This procedure is used during the goods receipt phase for item identification, creation, and loading of the purchase DDT.
The form opens on the supplier order filter, where all orders in the state Not executed and Partially executed can be viewed. Results can be filtered by Number, Order Type, Year, ITEM, and Supplier. After selecting one or more supplier orders, it is possible to view unfulfilled and partially fulfilled items using the View button, while by using the Create delivery note button, you can start entering the items that will be present in the DDT.
The main form consists of the following tabs:
- Create delivery note After selecting the supplier order, through the Create delivery note button, you can open the form on the Create Purchase DDT tab, where the focus will be placed directly on the "DDT" field to enter the document number first. Additionally, information related to the first item on the order will be displayed, along with the header information of the order itself.
Warehouse: indicates the warehouse where movements will be made;
Warehouse template: indicates the warehouse reason for the movements;
Delivery note type: indicates the type of DDT with which the transport document will be created;
Date: indicates the date of the DDT being created; by default, today’s date is proposed;
Order: indicates the supplier order number;
ITEM: indicates class, code, and description of the item being confirmed;
Line number: indicates the line number of the item in the supplier order;
Barcode: allows reading barcodes via a specific reader for various operations;
Vendor batch: allows entering the supplier lot number;
LT: allows generating the internal lot number;
Expiry date: indicates the expiration date of the lot;
Ordered quantity: indicates the ordered quantity;
Residual quantity: indicates the remaining quantity;
Quantity: indicates the quantity to be loaded in the warehouse;
Propose Location: indicates the proposed location;
Location: allows entering a location different from the proposed one.
Through the Input code field (using a barcode reader), it is possible to enter data related to the lot, location, the recorded quantity, and the item in case you want to load a different one than what is proposed, but still present in the previously selected orders.
After entering data related to the current item, they can be confirmed via the Confirm button.
Once all lines of the order have been confirmed, you will be automatically positioned on the DDT Details tab, where by using the Closed button, the DDT can be saved and the related warehouse movement can be carried out.
Specific Buttons
Confirm: allows confirming the entered data for the selected item;
Conf+Stp: allows confirming the entered data for the item and also opens a pop-up that provides the option to print labels;
Print Report: allows printing labels;
Closed: allows saving the created DDT and creating the related warehouse movements;
Next object: allows moving to the next item in the supplier order;
Previous object: allows moving to the previous item in the supplier order.
- DDT Details
In this form, all information related to the created lines is displayed.
Specific Buttons
Delete items: allows deleting the selected line from the DDT.
- Order Details: In this form, all information related to the considered supplier order is displayed.
Goods receipt with loading units
If the item is managed with loading units, and therefore, in the tab packaging of the item registry, there must be at least one line with the flag Mandatory Loading Unit active, the priority and the quantity.
The goods receipt procedure will have to consider the line by choosing the one with the highest priority among those for that supplier client (if indicated, otherwise choose among those without), but with the flag Mandatory Loading Unit active.
Therefore, after entering all data related to the item as described previously for the case without UDC, when the Confirm button is pressed, the procedure will open a new form dedicated to the creation of loading units; where the item data will be preloaded, such as: class, code, and item description, with possible variant and lot.
The Residual quantity will initially be equal to the value indicated in the main form in the quantity field; this will then be dynamically updated with each new entry in the table.
The table is initially empty, while the following values are already entered:
Number: indicates the number of loading units of that type;
UDC Type: indicates the type of loading unit;
Loading unit number: indicates the unique number of the loading unit;
Quantity: indicates the quantity contained in the loading unit.
The cursor focus is positioned in the supplier reference field, allowing the operator to easily and quickly enter the value.
Once this value is entered (not mandatory), simply pressing the Forward button will insert the line into the table and update the remaining quantity value.
After each click on the Next button, the focus is always repositioned in the supplier reference field.
Selecting one of the rows in the table and pressing the delete button will remove it while updating the remaining quantity.
The operator can also modify an already entered line. By selecting the row in the table, all data will be displayed in the fields below where the user can modify them, and by pressing the Forward button, apply these changes to the table row.
Once the entry and confirmation of all rows are completed, pressing the Closed button will return to the main form, from which pressing the Closed button will create the relevant warehouse movements related to the recently loaded DDT and the creation of linked loading units.
Load/Unload Parameters to be entered in the table Loading/Unloading Parameters per user.
| Area | Module | Form |
|---|---|---|
| Scm | Fluentis.FluentisErp.Mvvm.Scm.PurchaseDeliveryNotes.ReadWrite.Views | ReceivingGoodsCreateDocument |
| Scm | Fluentis.FluentisErp.Mvvm.Scm.PurchaseDeliveryNotes.ReadWrite.Views | LoadingUnitCreationFromPurchaseDeliveryNoteItem |
Specifically, they are used in the following way:
ReceivingGoodsCreateDocument: after selecting Receipt List and pressing the Create delivery note button, the warehouse and reason indicated in this parameter are used in the lines of the items of the just created DDT. LoadingUnitCreationFromPurchaseDeliveryNoteItem: after selecting Receipt List and pressing the Create delivery note button, the warehouse and reason indicated in this parameter are used in the creation and loading of the newly created loading units. This parameter is only necessary if loading units are being used.
For all information on how to code the barcodes to be read in the Input code field, consult the page related to the Barcode tokenizer.