Receive Goods from a Goods-In-Transit Location
All goods that are transferred between locations using a goods-in-transit location must be separately received at the destination location.
Before
you start
To receive goods being transferred from another location:
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Open Inventory Control > I/C Transactions > Transfers.
Click here for help on transfer & receipt fields.
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Press the Tab key — with ***NEW*** displayed in the Document Number field — to start a new transfer receipt. The program will automatically assign a document number when you save or post the transaction.
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Click the New button if ***NEW*** doesn't appear.
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You can also enter a new transaction number yourself, and press Tab.
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Choose Transit Receipt as the Document Type (to receive goods that are in transit between physical inventory locations).
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Enter the transfer number. This is the number assigned to the transfer that you are receiving. The transfer details will appear on the form.
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Type over the Document Date if you need to change it (or click the Calendar button to select a new date). Inventory Control automatically displays the session date.
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To change the year or period, select a new one from the fiscal calendar. This is the year and fiscal period to which the general ledger transaction will be posted, no matter what date you enter.
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Enter arrival date for the goods you are receiving.
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If necessary, enter an additional cost amount.
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If you entered an additional cost amount, select a proration method.
You can prorate by quantity, by weight, by cost, equally, or manually. Selecting "Manually" allows you to enter each item’s share of the additional cost in the Manual Proration field. All other options cause the program to automatically calculate amounts (and you cannot use the Manual Proration field).
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Enter a description and reference for the transaction.
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If you use optional fields, click the Zoom button (
) beside the Optional Fields checkbox to display the
Optional Fields form. -
For each item detail line on the receipt:
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Tab to the Transfer Quantity field and accept or enter the number of items that you are receiving. If working with serialized and/or lotted items, you will be prompted to assign serial/lot numbers to items after specifying a quantity.
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If you selected the manual proration option, enter an amount in the Manual Proration field.
When transferring items that use the user-specified costing method, type the unit cost and extended cost.
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Tab to the Completed field. If you received all items, you can mark the line as Completed. (If you received the full requested quantity, the program will automatically mark the line as Completed when you post the transaction.)
If you mark a line Complete before all goods are received, the unreceived items will remain in the GIT location, and you will have to create a new transfer to move them to the destination location.
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Enter any comments you want to add.
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Add detail optional fields if you use them.
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Click Save or Post.
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If you choose Save, Inventory Control saves the transaction so you can edit and post it later.
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If you choose Post, Inventory Control posts the transfer immediately.
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If you use the option to allow you to delete transactions after posting, Inventory Control asks if you want to delete the transaction.
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If you delete the posted transaction, you will not be able to drill down to the transaction details from General Ledger.
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Note the transfer number, and click OK at the confirmation message.
After
using
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Run Day End Processing to update Inventory Control's audit data, costing data (if you perform costing during Day End Processing), and item statistics after posting receipts.
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Print the Transfers Posting Journal to check the transfer and receipt transactions that you posted.