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.

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

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.

Web service prerequisites

In Sage X3, perform the following actions:

  1. Open: Administration > Web services > Classic SOAP pools configuration

    Stop the web service pool.

  2. Import/export templates (GESAOE)

    Open: Setup > Usage > Imports / exports > Import/export templates

    Validate the CWSSMR import template.

  3. Web services (GESAWE)

    Open: Development > Script dictionary > Scripts > Web services

    Publish the AOWSIMPORT web service.

  4. Open: Administration > Web services > Classic SOAP pools configuration

    Start the web service pool.

How to create a miscellaneous receipt

Open: Other > Miscellaneous receipt

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

  • The initial page is dedicated to:
    • Information related to the header: The Receipt date, the stock Site, the entry Transaction.
    • Information related to the lines: The Product code.

  • 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, Site and Transaction default values are correct.
  2. Scan, select or enter the Product code or UPC code. The Enter stock details page automatically displays.

  3. Enter the receipt detailed information.

  4. Tap the following actions:

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

    • Next to save the receipt line: The initial page displays again automatically with the saved receipt line listed at the bottom of the screen. You are ready to complete the following actions:

      • Enter an additional receipt line in the same document: Scan or select another product and repeat step 2 to step 4.

      • Validate the creation of the receipt document (go to step 5).

  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 initial 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 Site defined in the Site screen displays automatically. You cannot modify it on the current page.
  • 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, the Enter stock details page displays automatically.
   

Enter stock details page

The header displays the following information:

  • The product code and description
  • The receipt site

Receipt details: The Unit, Quantity and Status always display.

  • 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 quantity to keep the same product in the header and enter another stock detail for the same product.
  • Tap Next to save the receipt line. The initial page displays.
At this stage, the receipt line is saved in the UI only, and not in the database.

Management by exception is applied here: Only some of these fields will display, depending on the Product settings (GESITM) or on some of the functional settings defined in the Stock section of the Miscellaneous receipt entry transaction (GESSRT) being used.

Field Product settings

Entry transaction

Description
Container X  

This field displays only if the functional prerequisites for creating LPNs on the fly are met.
It displays the Default container set in the Product-Site function (GESITF). You can change it, except when you enter another stock detail for the same product as the container is defined at the stock line level. When you tap Add quantity, the container selected the first time on the Enter details page is displayed, and you cannot change it.

When the License plate number is set as a mandatory information in the Product category function (GESITG), you need to enter either the Container value or the License plate number value.
License plate number X  

This field displays only if Container management is active in the Product-Site function (GESITF).

When the License plate number is set as a mandatory information in theProduct category function (GESITG), you need to enter either the Container value or the License plate number value.

If a location is assigned to the selected LPN, it will display automatically in the Location field.
Suggested location X  

This field displays only when the following conditions are met:

  • Location management is active in the Product-Site function.

  • A default location is set in the Product-Site function. For more details, refer to the Functional prerequisites.

This is only a suggested location, you need to enter the actual location in the Location field.
Location X  

This field displays only if Location management is active in the Product-Site function.
Scan, select or enter the location. The list displays active locations assigned to your site.
The location displays automatically when you select a license plate number, if a location is assigned to the selected LPN. You can select another location except if stock is already recorded for this the license plate number.
Supplier lot X X

This field displays only if the product is managed by lot and Supplier lot is not defined as an hidden field in the entry transaction.
If Supplier lot is defined as an entered field in the entry transaction, you can scan or enter it.
Lot and Sub-lot X  

These fields display only if the product is managed by lot. The Lot field is managed based on the receipt Management rules set for the Miscellaneous receipt Movement type in the Product category function (GESITG):

  • If the Lot entry field is set to New lot, you must scan or enter the Lot/Sub-lot number if a lot sequence is not defined. You cannot select an existing lot.

  • If the Lot entry field is set to Free, you can scan or enter the Lot/Sub-lot number even if a lot sequence is defined.

  • If the Lot entry field is set to No and the Lot by default field is set to Supplier lot, you cannot access the Lot field. It is populated automatically with the Supplier lot number.
Lot custom text/number/date X X

These fields display only if the product is managed by lot and the check box for these fields is selected in the entry transaction. Entry in these fields is optional.
Expiration date/Use-by-date X X These fields display only if the Recontrol/Expiration management is defined on the Product level and if the Expiration check box is selected in the entry transaction. Use the calendar icon to enter these dates.
Potency X X This field displays only if the product is potency managed and if the Potency check box is selected in the entry transaction. It displays the default potency value from the Product function. You can modify it.
Serial number X   This field displays only if serial number management applies to the product. In this case, if a serial number sequence is not defined, you must enter this serial number.
Major/Minor version X   These fields display only if the Major and Minor version management is defined for the product. Select the version status. The Major version list includes only major versions assigned to the minor version.
Identifier 1/Identifier 2   X

These fields display only if they are not defined as hidden fields in the entry transaction. If they are defined as entered fields, you can use these fields to enter manually free alphanumeric information.

Create the miscellaneous receipt

     

 

 

 

 

 

 

 

 

The list of saved receipt lines provides the following information at the bottom of the page:

  • Product code and description
  • Stock quantity, stock unit of measure

You can perform the following actions:

  • Add another product

  • Create the receipt

 

Before validating the creation you still have the possibility to delete a saved receipt line: Tap the Delete icon.
  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".
To print labels and the LPN labels, refer to the functional prerequisites for printing labels and documents.
 

 
 

A GraphQL payload is sent to Sage X3. The data of this payload is mapped with the CWSSMR import template which is called by the import-type AOWSIMPORT SOAP web service.

A message displays the generated purchase receipt number and confirms that the printing is launched.
   
   
   
Field Description Sage X3 field code Table
(data creation)
Receipt date Receipt date IPTDAT SMVTH
Site Receipt site STOFCY SMVTH
Product Product code ITMREF SMVTD
Unit Packing unit PCU SMVTD
Quantity Quantity QTYPCU SMVTD
Conversion factor Conversion factor PCUSTUCOE SMVTD
Status Status STA STOJOU
License plate number License plate number LPNNUM STOJOU
Location Location LOC STOJOU
Supplier lot Supplier lot number BPSLOT STOJOU
Lot Lot number LOT STOJOU
Sub-lot Sub-lot number SLO STOJOU
Lot custom text 1 Lot custom text 1 USRFLD1 STOJOU
Lot custom text 2 Lot custom text 2 USRFLD2 STOJOU
Lot custom number Lot custom number USRFLD3 STOJOU
Lot custom date Lot custom date USRFLD4 STOJOU
Expiration date Expiration date SHLDAT STOJOU
Use-by date Use-by date DLUDAT STOJOU
Potency Potency POT STOJOU
Serial no. Serial number SERNUM STOJOU
Major version Major version ECCVALMAJ STOJOU
Minor version Minor version ECCVALMIN STOJOU
Identifier 1 Free field 1 PALNUM STOJOU
Identifier 2 Free field 2 CTRNUM STOJOU