Receipt Inspection is a quality control process, in which items are inspected and validated before being accepted into inventory. Upon inspection, users can approve or reject items if defects are present.
Receipt inspection fields:
| Field | Description |
| Lot Number | Number associated with the lot item. |
| Lot Description | Explanation of the items in a lot. |
| Type Code | String combination of the item data (item, WH, order item). |
| Type Description | Explanation of the type code. |
| Status | Current state of the receipt inspections processing. |
| Status Description | Explanation of the status. |
| Vendor | Current vendor of the item. |
| Company Name | Name of the company associated with the receipt. |
| Vendor Qty | Original quantity per the vendor. |
| PO # | The purchase order number. |
| Description | Explanation of the purchase order. |
| PO Line | Purchase order line item. |
| Description | Explanation of the purchase order line item. |
| Item | Item that is being inspected. |
| Item Description | Explanation of the items. |
| Counted Qty | The value of counted items. |
| Location | Locations are limited to those defined in the Checkpoints form listed as Locations, and the Items form Stocking > Locations header. |
| UOM | Unit of measure. |
| GL Class | The General Ledger Class defaults to the Adjustment Inventory Class type. If desired, you can change the GL Class at the time of inspection. |
| Comment | Additional field for comments relating to the receivables. |
Functions
| Function | Description |
| F11 - Receive | The system updates the inventory lot status to Received, generates Purchase Order Receipt records for the Purchase Order Line, generates a type R Inventory Transaction record, and adjusts the inventory quantity at the selected inventory location. The Received status is determined by the ToStatusValue parameter defined during in Checkpoint setup for this frame action. Note: To use this function, ensure that the lot is associated with only one PO line. |
| F3 - Return | The system updates the lot status to Returned. The Returned status is determined by the ToStatusValue parameter defined during in Checkpoint setup for this frame action. |
Attributes
Attributes are user definable fields designed for the lot. They are shown and can be updated by the user.
Accepting or rejecting a receipt
To accept or reject a receipt:
- Enter the lot number. Once entered, the lot will auto populate in the form.
- Record the desired Attributes.
- Enter the Counted Quantity.
- Select the Location.
- Select the UOM.
- Select the GL Class.
- Add a Comment (optional).
- When ready, either Accept or Reject the inventory with the
icon or the
icon.