About this series:
In addition to our other coverage, Murph is starting a new series of “How to” articles related to various ERPs. In this first edition, he is looking at “How to Acumatica,” having selected a particular feature. Some of these will be short, others long, depending on the particular ERP and feature Murph decides to highlight.
Read away this week, but if you want more of Murph's "How To", you will need to head over to our 'Be Insightful' Premium Content for future editions.
Acumatica - Purchase Receipts from Receiving Dashboard
A Receipts to Verify widget has been added to the Receiving dashboard. (The following screenshot depicts the new widget's appearance on the Receiving Clerk's Dashboard.)
Source: Acumatica (media source furnished content)
Receiving at the Warehouse
Suppose Better Flavored Butter's wholesale warehouse has already configured a receiving workflow with receipt verification within Acumatica. While the Warehouse Manager assigns receiving tasks to various Warehouse Workers, the Warehouse Receiving Clerk is responsible for reviewing and verifying all Purchase Receipts created by the various warehouse workers.
- The Warehouse Manager assigns a Warehouse Worker to receive purchased butter base flavorings (25 jars of mango, 50 jars of strawberry, and 10 jars of kiwi flavoring) into the warehouse.
Receiving against a Purchase Order
Now, suppose the Warehouse Worker received the 25 jars of purchased mango flavoring and the 50 jars of strawberry flavoring at the warehouse receiving location, but none of the kiwi flavoring was delivered. The Warehouse Worker can either log into Acumatica, or use the Acumatica Mobile App to perform these tasks.
- The Warehouse Worker must record the quantity of the Kiwi flavoring as 0 and confirm the full receipt of the other items. To do this, the worker must open the Receive and Put Away form for the Purchase Order, switch to the Receive mode, and then scan the number of the purchase receipt.
- Then, the worker must receive each item by scanning its barcode and incrementing its quantities.
- After receiving the items and recording the actual quantities, the worker must click Confirm Receipt to confirm the purchase receipt.
Verification of Purchase Receipts
Once that’s done, the Warehouse Receiving Clerk verifies the correctness of item quantities and releases the receipt.
- To do this, the Warehouse Receiving Clerk opens the Receiving Clerk’s Dashboard. A new Receipts to Verify widget appears on the dashboard, displaying numerous Purchase Receipts with their Received status.
- The Receiving Clerk opens the appropriate purchase receipt for the butter base flavorings recorded as Received by the Warehouse Worker. (A screenshot of a Purchase Receipt for the received items is shown below).
Source: Acumatica (Media Source furnished content)
- Assuming the Receiving Clerk has permission to make adjustments, not just review and Release the Purchase Receipt. The Receiving Clerk can modify line items, quantities, and received statuses.
- After confirming that the 10 jars of Kiwi Butter Base flavoring were not received, as indicated by the 0 quantity recorded by the Warehouse Worker, the Receiving Clerk removes the row for the Kiwi Butter Base so that the Purchase Receipt confirms only receipt of the Mango and Strawberry flavorings.
- The Receiving Clerk then Saves the modified Purchase Receipt and chooses Release from the form toolbar.
Putting Away Received Items
Acumatica then releases the Purchase Receipt and generates an Inventory Receipt, which records the Mango and Strawberry Butter base flavorings in the assigned warehouse location.
- The Warehouse Worker can then move the items from the Receiving Area of the Warehouse to their designated storage area(s).
"That's a Wrap"
That’s the receiving and verification processes for purchases into a warehouse using Acumatica with Inventory functionality and Receiving feature enabled. Purchase Order, Inventory, Warehouse, Stock Items, and Single Receiving Location preferences must all be configured appropriately before undertaking the steps outlined herein. Print Inventory Labels and Purchase Receipts should be configured to the Automatic setting.
Disclosures:
Acumatica, as used herein, refers to one or more registered trademarks of Acumatica, Inc., a privately held, multi-national corporation headquartered in Kirkland, WA (USA). Since 2019, Acumatica has been held by the private equity firm EQT of Stockholm, Stockholms Lan, Sweden.
Acumatica Cloud ERP is a comprehensive business management solution that was born in the cloud and built for more connected, collaborative ways of working. Designed explicitly to enable small and mid-market companies to thrive in today’s digital economy, Acumatica’s flexible solution, customer-friendly business practices, and industry-specific functionality help growing businesses adapt to fast-moving markets and take control of their future.
Any other trade names used herein, including those of the sponsors (vendors) featured within this article, refer to products that may be registered, trademarked, or otherwise held by their respective owners; they are referenced for informational and educational purposes only.
Feature product-related content derived from Acumatica media source materials. Content derived from Acumatica sources is published by Insightful Accountant for informational and educational purposes only.
This is an editorial feature, not sponsored content. No company or other person mentioned in this article has paid Insightful Accountant or the author any remuneration to be the subject of this feature. The article is provided solely for informational and educational purposes.
The publication of this article should not be interpreted as an endorsement by either the author or Insightful Accountant.