Add a new receipt manually

If receipts are not entered in Objective via an ERP system, they can be created manually. Direct receipts (1 step receipt) as well as receipts with pre-receipt (2 step receipt) can be added.
  1. Choose Inbound Management > Receipts in the Navigation Pane.
  2. Do one of the following:
    • Right click Receipts or My Receipts in the Navigation pane and choose New Receipt in the shortcut menu.
    • Click New Receipt in the toolbar.
  3. In the option group Receipt Info, complete the fields below:
    FieldExplanation
    Description Enter the description of the receipt. A personal reference can be entered here. For example: an order form number.
    Expected Receipt Date

    Check where applicable. The current date is entered by default. Click to select the expected inbound date. You can select an earlier as well as a later date.

    For example: If a receipt is processed later than expected, you can still enter the expected inbound date - even if it is in the past.
    Receipt Type

    In the drop-down menu make a choice between One Step Receipt, Two Step Receipt or Blind Receipt.

    For more information, see Receipts.
  4. Do one of the following (not mandatory) in the option group Supplier Info:
    • In the field Supplier, enter the name of the supplier and press ENTER.
    • Click Select Supplier , select the supplier and click Finish.
    • Press ALT + S, select the supplier and click Finish.
  5. Do one of the following in the option group Carrier Info:
    • In the field Carrier, enter the name of the carrier and press ENTER.
    • Click Select Carrier , select the carrier and click Finish.
    • Press ALT + R, select the carrier and click Finish.
  6. Do one of the following in the option group Inbound Locations Info:
    • In the field Inbound Locations, enter the name of the inbound location and press ENTER. Repeat to add multiple inbound locations.
    • Click Select Inbound Location / Area , select the inbound location(s) and click Finish.
    • Press ALT + L, select the inbound location(s) and click Finish.
    In the dialog box Wizard Inbound Locations/Areas Selection, you can click the locations one by one and view whether the icon appears in the tab Open Receipts, Open Returns or Inventory. The icon indicates, for example, that there are still open receipts in the selected inbound location(s). Click the relevant tab to view the open receipts.
    • Use the arrows to set the sequence of the inbound locations.
    • To undo the assignment of an inbound location, select the inbound location and click Remove Inbound Location/ Area .
  7. Click Next.
    This part of the wizard will let you add a receipt line for each item to be received.
  8. In the option group Item Info, complete the following fields:
    FieldExplanation

    Item

    (mandatory field)

    Do one of the following:

    • In the field Item, enter the name of the item and press ENTER.
    • Click Select Item , select the item and click Finish.
    • Press ALT + I, select the item and click Finish.

    Quantity

    (mandatory field)

    Enter the expected quantity that will be received.
  9. Where applicable, in the option group Lot Info, complete the following fields:
    FieldExplanation
    Lot Enter the lot number.
    Sublot Enter the sublot number.
    Production Date If required, check and click to select the production date.
    Best Before If required, check and click to select the expiration date.
  10. Where applicable, in the option group Inventory Attributes, enter the inventory attributes.
    • The inventory attributes are entered by the Configurator.
    • Whether or not these inventory attributes can be edited, is set by the Configurator.
  11. Check QC Status in the Quality Control option group if the receipt lines have to have a default QC Status, and select the desired QC status from the drop-down list.
  12. To add instructions for the receipt, click the tab Receipt Instructions at the bottom and enter the instructions.
  13. If you want to add a QC ID and/or QC instructions to the inspection of the receipt line, click QC Instructions at the bottom of the tab and enter the following fields:
    Option Group Option Explanation
    Settings QC ID The QC ID is a free field that enables more control over which inspections should be made in which cases. The inspection rules in the Configurator (Inspection Rules > LPN Receipt > Supplier / Customer / Carrier Rules > Rule Configuration > Filter) can use the QC ID as a criterion for deciding whether the rules are applicable or not.
    QC Instructions - The QC Instructions are displayed to the operator who carries out the inspection. This can be general information for the inspection sheet as well as specific information for the relevant inspection.
  14. To add a new receipt line, do one of the following:
    • Click New Receipt Line .
    • Press ALT + N.
  15. Repeat steps 8 up to and including 13.
    To delete a receipt line, select the receipt line and click Delete Receipt Line or press ALT + D.
  16. Click Finish.
  17. Where applicable, add free fields. See Edit free fields via icon (Supervisor).
  18. Where applicable, add comments. See Add comments to an object.