Inwards Goods – Receipt Goods

Transactions > Inwards Goods > Inwards Goods Receipt

Note: This function is not enabled if a purchase order has been fully receipted.

Inwards Goods is the more sophisticated goods receipt mechanism, including support for on-costs, and receipting stock across multiple purchase orders in one delivery.

Receipting records goods that are physically received into the warehouse as they arrive. Inwards Goods Receipting enables warehouse staff to check and record Receipt quantities against Purchase Orders. Receipted quantities are recorded against a Purchase Order when they are received.

The Inwards Goods Receipting function records a list of stock items and corresponding quantities received, but does not action stock transactions to place them into available stock. There is no effect on Stock Item > Cost Prices (for example, Average and Last Cost) or the General Ledger.

Receipting is usually done from a list of outstanding Purchase Orders but you can also include additional lines (not originally ordered) in the Receipt. You can also use an Inwards Goods Receipt for Receipts with no Purchase Order. Receipts can span multiple Purchase Orders but only from the same Creditor. This function can also handle Partial Receipts from Purchase Orders.

To view existing receipts, enter the Receipt no, Stock code or Purchase order no, and then click Search. Double Click on the selected record to drill down on the receipt.
To create a receipt, click the New Receipt button.
In Receipt Details, enter details to identify the Supplier that the receipt relates to and select the Show all Locations option to display purchase orders from all locations. The purchase orders list populates when you move out of the Supplier field.
Click Refresh to load recent changes that might have been made since you loaded the form.
Review the list and choose the purchase orders to receipt in.
Click the Receive Selected button to load purchase order details into the bottom grid, or double click an individual line.

Repeat the process if multiple purchase orders are to be included in the one receipt. Or select multiple orders at once by holding the CTRL key while clicking on the purchase orders, and then click Receive Selected.
If there are many lines to receipt, click the Minimise button in the panel’s top right corner.
Enter the receipted quantity in the Rec Qty field, or click Receipt All to fully receipt all lines.
To receipt additional items that are not in a purchase order, click the Add Line button. Select the stock item and enter the quantity received.
You can split purchase order lines into several lines by clicking the Split Line button.
Click the Clear button to remove all PO lines that have receipted quantity RecQty equal to zero.
Click the Line Fulfilled button to complete an under receipted or over receipted line. This adjusts the corrected quantity on the purchase order line to resolve the line as fulfilled and automatically completes the order.
Click Save. Exo Business assigns the next Receipt number.

Saving the receipt enables the Documents tab. Use it to attach documents to the receipt. Documents attached to purchase order(s) being receipted are attached automatically.
Select Auto from the Costing menu to by-pass the Inwards Goods Costing function by updating stock at the values displayed on the Inwards Goods Receipt window.
You can also click the Cost Now button to go directly into the Inwards Goods Costing function. This button is hidden if the user does not have the Inwards Goods Costing menu option.

Field definitions

The grid header fields are:

Field	Description
Supplier	The Creditor from whom the goods are being received
Packing Slip/Ref	The Supplier’s packing slip or reference number.
Location	The Location (Warehouse) into which the stock is posted.
Date	Date the goods were received. Defaults to today’s date.
No cartons	Number of packages received containing the goods.
Shipping ref	The shipping carrier's reference. This is usually a consignment number
Receipt notes	Any notes pertinent to the Receipt.
IWG Receipt Lines
PO No	Purchase Order Number as selected from top grid.
Stock Code	The Stock Code that pertains to the item for which the transaction is being carried out
Description	The description of the Stock Code.
Ordered	The quantity ordered as per the Purchase Order.
O/S Qty	The outstanding quantity for this Stock Code in this Purchase Order. This takes the ordered quantity of the Stock Item, less Receipts already saved. This is a reference for user to check that the quantity received is acceptable.
Sup Price	The cost that applies to the stock item unit, as entered in the Purchase Order line. The supply prices (Sup Price) can be amended here if necessary. This does not alter the original Purchase Order price.
Discount	Applies any discount you may have received. This does not alter the original Purchase Order price.
Rec Qty	The quantity that was received. This always defaults to zero and you must change it to reflect actual quantity of stock received.

Notes

You can review and edit uncosted receipts. The stock ledger is not updated until the costing process is performed.
You can enter Expiry Date, Batch number and Serial numbers if these options are being used.
If a purchase order is partially receipted, the remainder can form one or more further receipts.
You can enable shipments by selecting the Track shipment costs in inwards goods stock receipts Company-level profile setting in Exo Business Configurator. Receipts can be part of a shipment. One shipment, containing many receipts from different suppliers can then be costed together.
Inwards goods receipts show a count of receipted lines in the bottom panel of window.
Enable the user profile Prompt to print receipt labels in Exo Business Configuratorto enable users to specify when to be prompted to print Stock labels in Inwards goods.