Windows Mobile/CE Receive
When you begin receiving inventory on a purchase order
you created in the system, you will mark that inventory as received on
the Receive screen. This
screen allows you to select which purchase order you are receiving on
and to mark individual items on that purchase order as received into a
specific location. You can also optionally view costing information
on this screen.
Select Orders > Receive.
The Receive screen will appear.
This screen allows you to search for the purchase order from which
you want to receive inventory.
Tap on the PO Number. When you select a Purchase Order, the screen populates
with the information related to that order.
- With Site
Restrictions Enabled on Web (Manage > Roles > Site Restrictions)
- The user will only see the Global Purchase Orders which are
not assigned to any site as well as those Local Purchase Order assigned
to a site where the user has access.
- With Working
Sites Enabled - The user will see the Purchase Orders available
in the allowed sites. Also, they can find other Purchase Orders by
typing the exact Purchase Order number/name provided the number/name
should be the exact match and is within the site permissions.
Update the fields that needs a change.
- Select the Site
in the site field. The Site can be added by clicking
on the search button next to the field. Click on the search button,
the screen will navigate to the Search
Sites screen where you can search and add the Site.
- Select the Location
in the location field. The location can be added by clicking
on the search button next to the field. Click on the search button,
the screen will navigate to the Search
Location screen where you can search and add the location.
You can also add a new location by clicking on the '+' symbol on the Search
Locations screen.
Enter the Quantity
you are receiving. The Requested
Quantity and Received
Quantity appear below the Quantity
field. Note: If this
item has any trackbys set (serial number, date code, pallet, etc.), you
will required to enter those. If this item is tracked by Serial Number,
the quantity is limited to 1.
Tap on Receive.
Once you tap on Receive,
a number will appear on the Summary
button. This is the number of Receive
Transactions you have performed. You can keep adding inventory
to different items as needed.
- When you are done, click on the Summary button. The Summary screen appears listing
all the Receive transactions.