How to Create Inventory Receipt - Direct type

This type of Inventory Receipt is directly created from Inventory Receipt without needing any other originating transactions. The following will guide you on how to create an Inventory Receipt with Direct type.

1. From Inventory module > click on Inventory Receipts menu.

2. The Search screen for Inventory Receipts will be shown. Click New toolbar button.

   If this is the first record you are creating, it will automatically open a new Inventory Receipt screen.

3. This will open a new Inventory Receipt screen.
4. In the Details tab, select Direct in the Receipt Type field.
5. Select Vendor in the Vendor ID field.

6. Select Location in the Location field. 

   Set Default Location

   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.

   

7. The Receipt Date field will default to today's date. Change this as needed.
8. The Currency field will default to the currency setup from Vendor selected.
9. The Receipt No field will show 'Created on Save' at this point. 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.
10. Source Type is disabled by default with this type.
11. Enter Blanket Release No. 
12. Enter Vendor Ref No if you have this information.
13. Enter BOL No. (Bill of Lading No.). 
14. In 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. In the Item grid select items to receive. See the following topics to guide you on how to add items.
    1. How to Add Items in the Inventory Receipt
    2. How to Add item that is Lot Tracked - Yes - Serial Number 
22. Fill up other remaining fields as necessary.
23. Save or Receive/post the transaction. 
    > You can click the Save toolbar button to save it. In case you miss to click this button and you click the Close toolbar button or the x button at the top right corner of the screen, i21 will prompt you if you would like to save it before closing the screen.
    >To guide you on how to Receive/Post the transaction, see How to Post/Receive Inventory Receipt.