Warehouse Receipts and Warehouse Put-Aways
You can use warehouse receipts in TRASER DMS 365 to confirm the receipt of items from purchase documents. Utilizing warehouse receipts offers the advantage of consolidating multiple purchase documents into a single warehouse receipt. Put-aways are utilized to move items to the inventory bin where it is meant to be stored.
Creating and Posting Warehouse Receipts
Note
You can specify whether warehouse receipts are required on the Location Card of a Location. Activate the toggle switch Require Receive in the Logistics FastTab on the Location Card.
To create a warehouse receipt, please proceed as follows:
- Use the quick search (ALT+Q) to find the page Warehouse Receipts.
- The page Warehouse Receipts is displayed.
- Click New in the menu bar.
- Alternatively, you have the option to generate warehouse receipts directly from the purchase order. To do this, click on Home > Create Whse. Receipt in the menu bar of the respective order.
Note
Please keep in mind that warehouse receipts created in this manner are initially linked one-to-one with their respective purchase orders. However, you can add further documents as described here.
- The page Warehouse Receipt is displayed.
- To add items to warehouse receipts, click on Prepare > Get Source Documents in the menu bar. All purchase orders with the status Released and with items yet to be delivered will be shown. Alternatively, you can enter the number of a source document in the Fast line creation field in the General FastTab and press ENTER. The system will then search for matching document lines that you can add to the warehouse receipt.
- Click OK to confirm your line selection.
- Enter the location of the delivered items into the Location Code field.
- You have the option to input additional details such as bin code, posting date, assigned user, assignment time, assignment date or sorting method if needed.
Tip
You can specify a Receipt Bin in the Bin FastTab on the Bin Card. This is recommended for put-aways and enters the bin specified here as the default value in warehouse receipts for this location.
- Click on Home > Post Receipt in the menu bar.
You have successfully posted a warehouse receipt. The locations of the items included in a warehouse receipt can be tracked on the Item Ledger Entry page.
Viewing and Registering Warehouse Put-Aways
Note
To be able to use the warehouse put-away function, the toggle switch Require Put-away must be activated in the Logistics FastTab on the Location Card. A Receipt Bin should also be defined in the Bins FastTab on the Location Card.
Put-aways will be created automatically after posting a warehouse receipt.
To view and register a put-away, please proceed as follows:
- Use the quick search (ALT+Q) to find the page Warehouse Put-aways.
- The page Warehouse Put-aways is displayed.
- Click on a newly created put-away.
- The page Warehouse Put-away is displayed.
- In the Lines FastTab, one line with the receipt bin and one line with the destination bin will be displayed.
- You can also change the destination bin via the Bin Code field.
- Check that the information provided is complete.
- Click on Register Put-away in the menu bar.
You have successfully registered a warehouse put-away. The item is now available for further processing.