Goods Inwards
In addition to booking in items through the Purchase Order module, items can be booked in using Goods Inwards. This enables users to book in items without the necessity of access to purchase orders.
Initially the Purchase Order Search window will open; highlight the required purchase order, either double click or select the OK button. For details of searching purchase orders see New Search Windows Purchase Orders
Goods Inwards Window
All details relating to the purchase order will be displayed in the blue area at the top of the Goods inwards window. It is not possible to edit any of these details within this window.
Purchase Order Items
Item – item type, material, part, subcon or tooling
W/O No – works order number or if displaying multiple
Description – description of the material, part, subcon or tooling item
Expected Qty – quantity originally ordered therefore expect to receive
Last Del Date – last delivery date of this item
Delivered Qty – quantity delivered
Item Pt No – part number
Spec – specification for this item
Form – form this item is ordered
Promise Date – promise date provided by supplier if the expected date cannot be achieved
W/O Needed – quantity required to fulfil works order
Supplier PT No – supplier part number if different from own part number
Supplier Description – supplier description if different from own part
Supplier UOM – supplier unit of measure if different from own material
Nominal Code – nominal code applied to the item type
Certificate of Conformity Request
If a Certificate of Conformity was requested at the point of the purchase order creation, the CofC not requested box will change from the light blue background to salmon pink as per illustration.
Deliveries for
The deliveries for drop down window displays the delivery details for the highlighted line in the purchase order items table. If multiple deliveries have been received each delivery line will be listed. If multiple lines were added at the time of order, in other words multiple works orders and or stock, and these were received in one batch each line will be given the same batch number.
Delivered with Traceability
If items are delivered with traceability records, certificate of conformity or material certification this information can be added using the New button.
Enter the quantity received in the This Delivery field, if the quantity is correct select OK to confirm receipt.
The Creating New Delivery from Detail Records will open where all the detail relating to certification can be added.
Quantity Received – greyed out as confirmation of quantity received
Date Received – use the drop down button to open the date picker
Destination – greyed out as confirmation of destination for this item, works order/stock
Supplier Batch Number – enter the supplier batch number
Supplier CoC – enter the supplier certificate of conformity detail
Advice Note – enter the advice note detail
Internal Batch Number – use the calculate button to insert internal batch number
Expiry Date – use the drop down calendar to enter an expiry date if applicable
Mass Book In – Booking all received goods at once
If all items on the purchase order have been received in one delivery it is possible to book them in using the Goods Inwards Advice Note Details window.
Use the Select All button to highlight all the items on the purchase order, use the Book In button to open the Goods Inwards Advice Note Details. All items will be listed in this window, enter the date received and Advice Note detail.
If the expected quantity is correct leave the Set Quantities radio button for Expected selected, if the quantities do vary select the Edit radio button releasing the Received column for manual insertion of quantity received.
In each case use OK to confirm.
If the Print Labels? Tick box is selected an advisory popup will appear confirming the items booked in and prompt to print labels.
Batch Number Allocation
When booking in items in bulk it is important to check the settings within Setup, see the System Administrator.
Notes for System Administrator:
Open Setup from Tools menu, select Options/Checks – Purchases/Goods Inwards. Tick Assign separate Batch No.s……………..
Batch Number Allocation
Manual – all batch numbers to be entered manually using the calculate button
Auto-All – all batch numbers are created manually from the central number stack within reference numbers
Auto-Bulk Only – automatic batch numbers only applied to bulk booking in
Action Button
The Action button replicates the options available through right click options.
Select All – selects all records
Deselect All – deselects all records
Book-in Selected – opens the booking in process
Right Click Options
See Action Button (above)