|
xTuple ERP Reference Guide |
|
|
xTuple ERP Reference Guide |
| 5.4. Material Receipt | ||
|---|---|---|
 | 5. Transactions |  |
To record the receipt of materials into inventory, go to . The following screen will appear:
If an item is lot/serial number controlled, you will be given the opportunity to assign a lot/serial number to incoming material during the receiving process.
When entering a material receipt, you are presented with the following options:
Specify the date you want the transaction to be posted to the general ledger. The current day's date will display by default.
Enter the item number of the material you are receiving into inventory.
Inventory unit of measure.
Specify site where material is being received.
Record the quantity of the item being received. The item's quantity on hand (QOH) before and after the material receipt will also be displayed. Non-netable QOH is not included in these values. If the material is issued directly to a work order, the before and after display will be bypassed.
Check to issue material immediately to a work order. Any work order material requirements having an issue method of either mixed or push may be issued to a work order using this option. Because pull items are issued to work orders using a material backflush, they may not be issued from this screen.
The full quantity being received will be issued to the work order if the Immediate Issue option is selected. This means the quantity issued may exceed or fall short of the work order material requirement quantity. In such cases, adjustments at the work order level may have to be made to bring the issued quantity into alignment with the required quantity. To avoid having to manage discrepancies, do not select this option. Instead, consider issuing materials manually.
Enter the work order number of the work order you want to issue the received materials to. The lookup feature located to the right of the field leads to a searchable work orders list. The list will include work orders whose supplying site matches the site the materials are being received into.
Specifies supplying site for the work order's parent item.
Displays item number for the work order's parent item.
Inventory unit of measure.
Displays the status of the selected work order.
Creates a user-defined reference for the material receipt. The document reference will be posted with the general ledger (G/L) transaction record when the material receipt is generated. This field may be used for internal tracking and auditing purposes.
The tab will be visible only if average costing is enabled on the Configure Inventory screen. The tab will be enabled only if average costing is the cost method selected for the item site being adjusted. If adjust value is checked then the transaction will affect the value of perpetual inventory using the following costs:
Use the average cost calculation to determine perpetual inventory value and distribute costs for this transaction.
Use the total cost entered to determine perpetual inventory value and distribute costs for this transaction.
To enter notes related to the material receipt, select the tab. The following screen will appear:
When entering notes related to a material receipt, you are presented with the following options:
This is a scrolling text field with word-wrapping for entering notes related to the material receipt.
| |  | |
| 5.3. Expense Transaction |  | 5.5. Transform |