All manufactured item inventory originates through transactions made in the Job Receipts screen.
Job Receipt Overview
Job Receipts unit cost values establish your inventory value for your items and will greatly impact your cost of goods sold.. You should always pay attention and ensure that you are always receipting at a reasonable unit cost value. A good policy is to only receipt your finished goods when all of your Status Indicators are Green.
Final Receipt Checklist
▪All Status indicators are Green
▪Unit Cost is a reasonable value
▪Review your Total Cost vs WIP Balance and ensure that they are within a reasonable percentage of each other
If any checklist items fail
•Do not perform the final receipt
•Immediately go to the Job and correct the transactions
•If you ignore the warning and receipt anyway, we will record a Job Event against the DBA User who performed the receipt for any of the 4 red status indicators. These events can be viewed in the Jobs > Job Inquiry > Events Log tab.
Pre-filling the item’s primary location
You can click the Pre-Fill button to pre-fill the remaining quantity against the item’s primary location, provided that the item is not subject to lot or serial control.
When you encounter an item with a ‘FIND’ location
Some items, especially those with occasional or infrequent usage or sales, may not have location assignments, in which case we advocate creating and using a ‘FIND’ location. When you receive an item with ‘FIND’ as its primary location, it means that you should find an available location and specify it as the receipt location.
Finding an allowable location
In the Receipt Details sub-tab at the bottom of the screen, you can click the lookup in the Location field to get a list of allowable locations for the item. The Capacity field indicates the maximum number of units that can be stored in each location. When you select an allowable location, you can click the magnifying glass icon at the bottom of the screen to view stock in that location to determine if the location is available.
If the item is needed by one or more jobs
In the Receipt Details sub-tab you can click the magnifying glass icon to launch the Stock Status inquiry for the item, which lists any jobs that may be waiting for this subassembly. In such cases you have the option of receiving stock directly to the work center location.
If the item is subject to lot control
When an item is subject to lot control, you are required to assign a lot number in the Receipt Details tab. This is a manual entry. We suggest devising a lot numbering convention that provides consistency to your lot numbers. A simple method is to use two segments where the first segment is the job number and the second segment is the date.
If the item is subject to serial control
When an item is subject to serial control, you are required to assign or generate a set of serial numbers in the Receipt Details tab. If automatic serial numbering is designated against the item, the next available serial number is inserted by default and the remaining serial numbers are automatically generated in sequential order.
Printing receipt labels
After the receipt batch is updated, you can go to the Batch History tab to print receipt labels that can be formatted to include the lot number, serial number, and job header details. Receipt labels can be customized using the Forms Edit utility.
