Receipt On Transfer Note

Receipt On Transfer Note screen is used to capture receiving details against a transfer shipping note. This screen helps to capture received date, quantities, carton serial numbers, and serial numbers of the individual items that are issued against a material transfer note.

Later, any authorized user having the necessary privileges can modify the items shipping quantity, approve or reserve the transfer shipping details.

You can also view the existing receipt note through this screen.

To generate receipt on transfer note:

  1. On the Inventory & Logistics module, click Requisition Receive.

  2. Select the destination inventory location name from Receive Location drop-down.

  3. Select the source inventory location from Received From drop-down.

  4. If you are entering a new receipt note, the New check box against the Receipt # field appears as selected, by default.

  5. Enter Transfer Note # to view the existing transfer note details. To view all the existing transfer notes, click the Search Lookup against the transfer note Number field. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required Transfer Note Number link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

  6. Select Receipt Date and Issue #. Enter Consignment Number in the displayed field.

  7. Click the Serial Numbers button and furnish the following details to capture serial numbers of the carton and individual serialized items in Material Receive Confirm Serial Numbers pop up window.

    1. Select the Inventory Item from the drop-down.

    2. The details of carton and individual item serial numbers received will be displayed in the Carton Serial Numbers and Item Serial Numbers grid.

    3. Select the check box against the carton serial number and individual item serial numbers and click Save button to save the item serial number details.

    4. Click Close to close the pop-up window.

  8. Click the Save button to save the receipt details and generate a receipt number against the issue. System saves the receipt details with status “PENDING”.

  9. To approve the issue details, enter the Receipt Number. Else, click the Search Lookup against the Receipt Number field. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required Receipt Number link from the Search Results list in Lookup Search pop up window. The details appear in the main window.

  10. In the Inventory Items table, click the symbol to enter the quantities of item to issue under Received Quantity column.

  11. Select the Approve check box to approve the receipt. The user name appears in the Approved By field and the date appears in the Receipt Date field automatically.

  12. Click the Save button to approve the receipt against the transfer note. The receipt note status becomes CONFIRMED after approval.

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