Plan a receipt

Receipts with the status IDLE (created via ERP or manually) can be planned based on various criteria that can be set using filters. You can organize the day planning for receipts.

For example: Filter the receipts with the status IDLE that are expected today (expected receipt date).

Only a receipt with the status IDLE can be planned.
An order which was automatically created to receive outputs from an external work center (order type EXTERNAL PRODUCTION), is already created in the status PLANNED. See also External work centers.
  1. Choose Inbound Management > Receipts in the Navigation Pane.
  2. Select a receipt.
  3. Do one of the following:
    • Click Plan Receipt .
    • Right-click the receipt and choose Plan Receipt in the shortcut menu.
  4. Do one of the following:
    • if no inbound locations have been added yet, or additional inbound locations have to be added, continue with the following step.
    • if inbound locations have been entered, continue with step 7.
  5. 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 .
  6. Repeat step 5 to add inbound locations.
    • 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. Do one of the following:
    • The receipt can be released automatically after planning: Check Automatically release the receipt, click Next and continue with step 8.
    • The receipt will be manually released later, continue with step 10.
  8. In the option group Putaway, select one of the following options:
    OptionExplanation
    Putaway at receipt end The putaway starts after the entire receipt has been executed.
    Putaway at receipt line end The putaway starts after a receipt line (part of a receipt) is executed.
    Putaway after receipt After receipt of an LPN, an employee will be instructed to execute the putaway task of that LPN.
    Putaway immediately after receipt by the same person. The person receiving will have to execute the putaway task immediately after receipt.
    Whether or not these options can be edited, is set via the Configurator in the option group Putaway.
  9. To record the moment of reserving the destination location, select one of the following options in the option group Space Allocation:
    OptionExplanation
    Space allocation when executing task

    The required space is reserved at the moment of execution of the task.

    This will better reflect the actual situation.
    Space allocation when creating task The required space is reserved at the moment the task is created.
    Whether or not the Space Allocation can be edited, is set via the Configurator.
  10. Click Finish.