Manufacturing | Manufacturing Receipts
The manufacturing receipts screen displays receipts in a list showing summary info including receipt date, receipt number, manufacturing order number, quantity received, item, warehouse, and period.
Receipts are entered against previously entered manufacturing orders.
To add a new receipt: click the New button.
To edit a receipt: double-click the receipt. Or select the receipt and press Enter or click the Edit button.
To delete a receipt: select the receipt and click the Delete button.
You can select a receipt with the mouse or by the keyboard via the Page Up/Down and arrow keys. Or click the Find button, then enter the receipt no.
The menu has options to
| • | filter the list by specifying selection criteria such as item, warehouse, and order no. |
| • | sort the list by receipt date (descending), receipt no., or order no. |
| • | display the item for a selected receipt |
| • | refresh the data displayed to show changes entered by other users, etc. |
| • | print the list |
| • | post receipts (see notes following) |
Tip: To display the item: select the receipt, then right-click to display a pop-up menu.
Manufacturing receipts are entered, then posted. Prior to posting, they may be edited or deleted. To undo a receipt after posting, you must “reverse” it (enter it again with the opposite amount). Posting updates the quantity received on the manufacturing order and changes the order status to “completed” if the order was fully received. You can also change the status yourself if there are to be no more receipts. Posting also updates inventory totals and history for items received/manufactured and material items used. To post receipts use menu Records | Post or choose the Post option when closing the receipts screen.
Order no.
Enter the manufacturing order number or click the 3 dots button to display a pop-up screen showing all the outstanding (on order) orders. You can select an item so that only orders for that item will show. To deselect the item press the delete key. To choose an order from the list, click on it or select it and press Enter.
When you enter the order number, data from the order will display, such as item number and description. Order data will be used for defaults for the receipt: for quantity of product received/manufactured, and for the materials and resources used.
Receipt no. /Lot no.
The receipt number is used to identify this transaction. When entering a new receipt, the program assigns a default receipt number which you can then change if desired.
Tip: You could enter lot number here and use this same number on sales order shipments for lot number tracking.
Item
The item no. and description for the selected order are displayed. Verify that this is correct, to help verify that the correct order no. was entered.
Quantity Received
The quantity received (manufactured) defaults to the quantity on order on the manufacturing order.
Warehouse
This is the warehouse where the goods were received into. The warehouse defaults to the 1st warehouse on file. Select the warehouse from the list if it should be changed.
Tip: You can enter a few characters of the warehouse name, then use the down or up arrow keys if required.
Receipt Date
The receipt date defaults to today’s date.
Tip: You can use the + or - keys to increase or decrease the date, or click the 3-dots button to select the date from a calendar.
Period
This is the fiscal period and year of the receipt. This defaults to the current calendar month, or the default period on Your Company if specified there. If your fiscal year doesn’t end in December or your fiscal periods are not calendar months, you should set the default period regularly to help prevent data entry errors. Note: The year is entered as 2 digits and displayed as 4.
Example: 11 2001 entered as 11 01
Materials: Items and Quantities
You can enter the actual materials used if the plant personnel record this data, or alternatively you can let this data default using data from the order. The default quantities used are adjusted by the waste percentages specified on the order, and prorated by the quantity produced.
Tip: You can display a pop-up menu with options for New (line) and Delete (line) by right-clicking on the grid.
Material item numbers or descriptions are not entered directly on the receipt screen, but instead selected on a pop-up screen which displays if you type into the item number or description column, or by clicking on the "3 dots" button in the column, double-clicking in the column, or by the keyboard shortcut Ctrl+Enter.
On the Item pop-up screen: you can select the item by typing the item number in the 1st entry box or by typing the description in the 2nd box, or by selecting the item with the mouse or up/down arrow keys. Click on the selected item or press Enter when the selected item is highlighted. Or Esc to leave a previously entered item unchanged.
Typing the item number in the 1st entry box sorts the list by number and selects the first item number matching the characters entered.
Typing the item description in the 2nd entry box sorts the list by description and selects the first item description matching the characters entered.
On the Item pop-up screen you can select Item Type via the combobox at the right, so that only items of the selected type show. To deselect an item type and show all types, press Delete.
Resources (labor and equipment): Tasks, Hours, and Resources
You can enter the actual resources used if the plant personnel record this data, or alternatively you can let this data default using data from the order. The default hours used is prorated by the quantity produced.
Tip: You can display a pop-up menu by right-clicking on the grid.