Back to D210: Inv Order Mgmt Automated Warehouse Operations

Lesson 5: Automated Processing of Inventory Receipts

In this lesson, you will learn how to receive items to the stock using warehouse management forms with automated operations.

Processing of Inventory Receipts: General Information

If the Inventory Operations feature is enabled on the Enable/Disable Features (CS100000) form, you can perform the automated receipt of inventory items to a particular warehouse location by using a barcode scanner or a mobile device with a scanning option. In this topic, you will read about the workflow for the automated receipt of inventory items in Acumatica ERP. The workflow in this topic is based on the assumption that your system has the recommended configuration described in Processing of Inventory Receipts: Implementation Checklist.

Learning Objectives

In this lesson, you will do the following:

Learn the recommended settings that you can specify to make the system fit your business requirements
Process a receipt of items to a warehouse in automated mode

Applicable Scenario

You can use automated processing of inventory receipts when you need to move items to a warehouse location and, in your organization, all items and locations have barcodes and warehouse workers are equipped with barcode scanners or mobile devices with a scanning option.

Workflow for the Automated Receiving of Items

The automated processing of receiving inventory items involves the actions shown in the following diagram. Lesson 5: Automated Processing of Inventory Receipts | 40

To receive items by using a barcode scanner or a mobile device with a scanning option, you perform the following steps:

Open the Scan and Receive (IN301020) form. You open the Scan and Receive form (or the corresponding screen in the Acumatica mobile app). Lesson 5: Automated Processing of Inventory Receipts | 41
Scan the location barcode. You scan the barcode of the warehouse location, where the items are to be received.
Optional: Scan the warehouse barcode. If the location whose identifier you scanned in the previous step is assigned to multiple warehouses, you scan the warehouse barcode. The system inserts the warehouse ID in the Warehouse box.
Scan the item barcode. You scan the barcode of the item being received.
Optional: Scan the item quantity. To change the received quantity in the line that is currently being processed, you switch to Quantity Editing mode by scanning or entering the *qty barcode or by clicking Set Qty on the form toolbar; you then manually enter the quantity in the UOM coded in the scanned item barcode.
Optional: Scan the barcode of the next item to be received. If more items need to be received in the currently selected location, you scan the barcode of the next item barcode (that is, return to Step 4), and repeat the process for the item.
Optional: Scan the barcode of the next location. If items must be received in another warehouse location, you scan the barcode of this location (that is, return to Step 2) and repeat the process for this location.
Release the inventory receipt. When you have finished receiving items, you scan the *release command or click Release on the form toolbar. The system releases the inventory receipt on the Receipts (IN301000) form.

Processing of Inventory Receipts: Process Activity

In the following activity, you will learn how to receive stock items by using the Scan and Receive (IN301020) form.

Story

Suppose that you, as a warehouse worker of the SweetLife Fruits & Jams company, have a task to put apple, orange, and lemon jam, which you recently have received from production, to appropriate warehouse locations and process an inventory receipt to register this operation in the system. Suppose that you have received the following jam, which you will move to appropriate locations: three boxes of apple jam in 8-ounce jars and four boxes of orange jam in 8-ounce jars (you will put these boxes to the L2R3S1 location); two boxes of apple jam in 96-ounce jars, three boxes of orange jam in 96-ounce jars, and one box of lemon jam in 96-ounce jars (you will put these boxes to the L2R3S3 location).

Configuration Overview

In the U100 dataset, the following tasks have been performed to support this activity:

On the Enable/Disable Features (CS100000) form, the following features have been enabled in the Inventory and Order Management group of features:
Multiple Warehouse Locations
Warehouse Management
Inventory Operations
On the Warehouses (IN204000) form, the WHOLESALE warehouse has been created. On the Locations tab, the following warehouse locations have been defined: L2R3S1 and L2R3S3. Lesson 5: Automated Processing of Inventory Receipts | 42
On the Stock Items (IN202500) form, the following stock items have been created, and the corresponding alternate IDs with the Barcode type have been defined on the Cross-Reference tab:
```
               For simplicity, in this activity, the alternate IDs will be further referred to as barcodes.
```
APJAM08, which has the AJ08B barcode
ORJAM08, which has the OJ08B barcode
APJAM96, which has the AJ96B barcode
ORJAM96, which has the OJ96B barcode
LEMJAM96, which has the LJ96B barcode

Process Overview

In this activity, acting as a warehouse worker, you will do the following:

Open the Scan and Receive (IN301020) form and scan the barcode of the location where the items must be stored and then scan the barcode of each item to be received.

Release the inventory receipt and review the created document.

       In any working mode, you enter a command or barcode by typing it in the Scan box and pressing
       Enter. In production systems, you will scan the appropriate barcodes rather than manually entering
       them.

Step 1: Creating an Inventory Receipt To create an inventory receipt with the received jam, do the following:

Open the Scan and Receive (IN301020) form.
In the Scan box, type L2R3S1, which is the barcode of the location where you put apple and orange jam in 8-ounce jars. Press Enter.
Enter AJ08B, which is the barcode that corresponds to one box of ten 8-ounce jars of apple jam. The system adds 1 box of the APJAM08 item to the table on the Receive tab.
Set the quantity of the item to 3, the number of received boxes of apple jam in 8-ounce jars, as follows: a. On the form toolbar, click Set Qty. The system prompts you to enter the item quantity. b. In the Scan box, enter 3.
Enter OJ08B, which is the barcode that corresponds to one box of ten 8-ounce jars of orange jam. The system adds 1 box of the ORJAM08 item to the table on the Receive tab.
Set the quantity of the item to 4.
Enter L2R3S3, which is the barcode of the location where you put apple, orange, and lemon jam in 96- ounce jars.
Enter AJ96B, which is the barcode that corresponds to one box of ten 96-ounce jars of apple jam. The system adds 1 box of the APJAM96 item to the table on the Receive tab.
Enter AJ96B one more time to add second unit to the current line. 10.Enter OJ96B, which is the barcode that corresponds to one box of ten 96-ounce jars of orange jam. The system adds 1 box of the ORJAM96 item to the table on the Receive tab. 11.Set the quantity of the item to 3. 12.Enter LJ96B, which is the barcode that corresponds to one box of ten 96-ounce jars of lemon jam. The system adds 1 box of the LEMJAM96 item to the table on the Receive tab. Lesson 5: Automated Processing of Inventory Receipts | 43
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13.On the form toolbar, click Save. The system saves your changes and creates the inventory receipt, whose
   reference number you can view in the Reference Nbr. box of the Summary area.
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You have added the required items to the receipt. Now you will review the receipt and release it.

Step 2: Releasing and Reviewing the Receipt To release and review the receipt, do the following:

While you are still viewing the inventory receipt on the Scan and Receive (IN301020) form, review the lines that have been added to the table on the Receive tab. They should have the settings indicated in the following table.

    Inventory ID                Location                   Quantity                   UOM

    APJAM08                     L2R3S1                     3                          JBOX

    ORJAM08                     L2R3S1                     4                          JBOX

    APJAM96                     L2R3S3                     2                          JBOX

    ORJAM96                     L2R3S3                     3                          JBOX

    LEMJAM96                    L2R3S3                     1                          JBOX

On the form toolbar, click Release to release the inventory receipt.
Click the Edit button next to the Reference Nbr. box, and on the Receipts (IN301000) form, which opens, review the inventory receipt document. Make sure it includes the needed lines and is assigned the Released status, as shown in the following screenshot.
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   Figure: The released inventory receipt
```
You have successfully created and released the inventory receipt to record the addition or received jam to the warehouse locations. Lesson 6: Automated Picking and Packing Operations | 44