Miscellaneous receipt

Use this transaction to perform a receipt which is not linked to any purchase order, such as a stock adjustment.

When performing a miscellaneous receipt, you can create license plate numbers (LPNs) "on the fly" when the right Sage X3 functional prerequisites are met.

Prerequisites

Functional prerequisites

• Product-site (GESITF)

  Open: Common data > Products-sites

  Use this function to set the Suggested location that displays in this transaction. Go to the Management section and select the Location management checkbox. The Default locations grid displays the list of location categories defined in the Product category function (GESITG) for the different movement types.

  The suggested location is the Default location you set for the location category defined for the Miscellaneous receipt movement type.

  Note - informationTo be used as the suggested location, the Default location must be defined with a full location code. It cannot be defined with generic characters (*,#,!,?).

• Mobile Automation setup (FUNADCSEARCH)

  Open: Setup > Stock > Mobile Automation setup

  Use this function to automatically populate the Location field in Purchase receipt tickets. Go to the Receipt tab and select the Location preloaded checkbox.

Functional prerequisites for creating LPNs on the fly

• Product-site (GESITF)

  Open: Common data > Products-sites

  • Check that the Container management is activated.

  • Enter a Default container.

  • Enter the requested information in the Container capacity grid. This information is used to calculate the number of LPNs to be created depending on the quantity to be received.

• Product category (GESITG)

  Open: Common data > Products > Product categories

  Use this function to set the License plate number as a mandatory information for the Miscellaneous receipt movement type and the required movement codes.

How to create a miscellaneous receipt

Open: Other > Miscellaneous receipt

To create a miscellaneous receipt, you must enter information on 2 pages:

• The Miscellaneous receipt page is dedicated to:
  • Information related to the header: the Receipt date and the entry Transaction.
  • Information related to the lines: the Product code and additional fields.

• The second page is dedicated to the receipt line details.
  When you have processed a receipt line, you can save it and move on to another line, or keep the product on the header and enter additional stock details for the same product.

Operating mode

1. In the initial page, check that the Receipt date and Transaction default values are correct.
2. Scan, select or enter the Product code or UPC code. Additional fields will display after you enter the Product code or UPC code.
   

3. Enter the receipt detailed information.

4. Tap Add to keep the same product in the header and enter different details (such as a different location or a different LPN).

5. Tap Create when you have processed all the lines and you are ready to validate the receipt creation.

   • If you could proceed with the creation, the generated receipt number displays.

   • If you could not proceed with the creation, an error or information message displays.

     • Tap Go back to display the previous page.

     • Tap Cancel to delete all the receipt lines.

Step by step

Miscellaneous receipt page

Enter the details of the receipt. The Receipt date defaults to today's date. You can change it until you tap Create and only to an earlier date. This date applies to all the miscellaneous receipts performed in the same document. The Transaction field displays only if you have access to several entry transactions. It defaults to the first available Miscellaneous receipt entry transaction (GESSRT) (sorted by alphabetical order). You can select another transaction from the drop-down list. This list is filtered based on your Function profile (GESAFT) permissions (access codes). Scan, select or enter the Product code or the UPC code. A warning message displays if the product is part of a stock count session.               You cannot tap Create. First, you need to enter the receipt details and save at least one receipt line.     When the product code is selected, additional fields display.

		Some fields will be automatically populated depending on the information you entered earlier.
		Select a Unit. The list displays the product packing units. Enter the Quantity. The Conversion factor automatically displays. If you change the packing unit, the conversion factor is automatically updated but you can modify it if it is set to Changeable in the Product function (GESITM). The Status is preloaded. Its default value and the list of available authorized statuses depend on the receipt Management rules set for the Miscellaneous receipt Movement type in the Product category function (GESITG).
		Additional fields can be displayed or hidden depending on the product settings or on the selected entry transaction. These fields are described below.
		Tap Add to keep the same product in the header and enter another stock detail for the same product. Note - warningAt this stage, the receipt line is saved in the UI only, and not in the database.

Create the miscellaneous receipt

		Once you have added a miscellaneous receipt product line, you can perform the following actions: Add another product line Edit or delete the existing product lines Create the receipt
		Tap Create when you have processed all the lines and you are ready to validate the miscellaneous receipt creation and print the stock labels, and the LPN labels when LPNs are created "on the fly". Note - settingsTo print labels and the LPN labels, refer to the functional prerequisites for printing labels and documents.

		A message displays the generated purchase receipt number and confirms that the printing is launched.
		Note - informationTo access a Miscellaneous receipt transaction, CWSSMR function must be authorized. To create a Miscellaneous receipt, GESSMR function must be authorized.