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Details Tab

1. The Receipt Order Type field is used to define the type of Inventory Receipt you are to create. 
2. The Vendor ID field is where you will select the vendor for the Inventory Receipt.
3. . There are four IR order types:
   1. Purchase Contract - when user is processing purchase contracts to inventory receipts.
   2. Purchase Order - when user is processing purchase orders to inventory receipts.
   3. Transfer Order - When user is processing Inventory Transfer (Shipment required)
   4. Direct - when user is directly processing inventory receipt without creating purchase contract, purchase orders or transfer orders.
4. The Source Type field determines the source of the receipt. Below are the source types of each order type in IR:
   1. Purchase Contract
      1. None - contract is directly from Contract Management. 
      2. Scale - contract is from Scale module.
      3. Inbound Shipment - contract is from Logistics module.
      4. Transport - contract is from Transports module.
      5. Settle Storage - contract is from grains module.
      6. Delivery Sheet - contract is from grains module.
   2. Purchase Order
      1. None - purchase order always come from Purchasing AP. 
   3. Transfer Order
      1. None - transfer order always come from Inventory Transfer screen.
   4. Direct
      1. None - directly created from inventory receipt screen itself. 
5. The Vendor field is used to identify the vendor of the item/s that will be received.
6. The Ship From field is used to determine the vendor location where the items will be coming from.The Vendor Name field will automatically be filled with the selected vendor from Vendor ID field. This field is disabled. 

7. The Location field is used to select the location to where the item be stored. If you would like to always use your user's Location when creating Inventory Receipt, then setup the Default Location from the Users screen. 

   System Manager > Users > select your user > in the Default Location field select your default location.
   

8. The Receipt Date field will default to today's date. Change this as needed.
9. The Currency field will default to the currency setup from Vendor selected.
10. The Receipt No field will show 'Created on Save' on new Inventory Receipt. This will be changed to a generated transaction number from Starting Numbers screen once record is saved.  This Starting Numbers screen can be opened from System Manager module > Starting Numbers menu > select Inventory in the Modules panel > Inventory Receipt.Source Type is disabled by default with this type.Enter Blanket Release No. 
11. Enter Vendor Ref No if you have this information.
12. Enter BOL No. (Bill of Lading No.). 
13. Warehouse Ref No. - to identify warehouse reference number of the items.
14. Receiver field to identify the receiver of the items from the companyIn the Ship From field select Vendor's location where the items will be coming from.
15. The Ship Via field will default to selected Vendor's location Ship Via setup.
16. The Receiver field will show the current logged user's User Name.
17. Select Freight Terms. Based from the Freight Terms selected, the FOB Point field is filled in.
18. In the Vessel field enter the Vessel info if you have this information.
19. In the Tax Group field, select a Tax Group if tax applies to this Inventory Receipt transaction.  
20. Enter Shift Number if you have this information.
21. Last Free whse Date field - this is usef for manufacturing purposes. 
    Image Modified

Item grid

1. The Item No field is used to select Item available based on Location field selected.

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   title Note:
   For an item to be available in Inventory Receipt > Item No. combo box, make sure that the location selected in Inventory Receipt > Location field was added to the item (Item screen > Setup tab > Location tab). Image Modified

2. The Description field will show the item description entered from Item screen.

3. In the Receipt UOM field, specify the UOM when receiving the item. 

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   title By default
   It will get the UOM setup from Item screen > Setup tab > Location tab > select the Location used in the Inventory Receipt and click View to open the Item Location screen > Purchase UOM. Image Modified

4. In the Qty to Receive field, enter quantity of item to receive.
5. The Cost will default to a cost from Last Cost field of Item screen > Pricing tab > Last Cost field. Enter a new cost if necessary.

6. The Cost UOM will default to the selected Receipt UOM. Change this if necessary. 

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   title Note:
   Changing the Cost UOM will update the Cost field since these 2 fields are directly connected. The cost to show in the Cost field is the cost per UOM selected from Cost UOM.

7. The Tax field will show the tax computed for the item. In this example, since no tax is assigned from the Tax Group field then it will show 0.00.

8. The Gross/Net UOM will default to blank. Select a UOM on this field if you would like to use Gross and Net weights and calculate Line total using the Net weight. Else leave it blank. 

9. Then Gross and Net fields will be computed automatically. See How Gross and Net are computed.

10. The Line Total field is computed automatically.

11. Select Sub Location and Storage Location for the item to receive. 

12. Grade field
13. The Unit Retail field will show the value entered for the item from Item screen > Retail Price for the selected Location.
    
14. The Gross Margin field will show a number computed as (Unit Retail - Unit Cost) / Unit Retail.
15. The Ownership Type field is shown only when Receipt Type is Direct. This field is defaulted to Own. Change this field as needed.
16. The Lot Tracking field will show whether the item is:
    1. No for Non-lot item
    2. Yes- Serial Number for Lot Item that generates serial number when receiving item.
    3. Yes- Manual for Lot Item that asks you to manually enter the serial number when receiving item.

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