Register items for a basic warehousing enabled item using an item arrival journal

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This procedure shows you how to register items using the item arrival journal when you are using “basic warehousing” in the Inventory management module. This would usually be done by a receiving clerk. You can run this procedure in demo data company USMF with the example values that are shown. If you are not using USMF, you need to have a confirmed purchase order with an open purchase order line before you start this guide. The item on the line must be stocked, and it must not use product variants, and must not have tracking dimensions. And the item needs to be associated with a storage dimension group, where site and warehouse are active.

Create item arrival journal header

  1. Go to Inventory management > Journal entries > Item arrival > Item arrival.
  2. Click New.
  3. In the Name field, type a value.
    • If you are using USMF, you can type WHS. If you’re using other data, the journal whose name you choose has to have the following properties: cheque picking location must be set to No, and Quarantine management must be set to No.
  4. In the Packing slip field, type a value.
    • This is the packing slip ID from the packing slip issued by the vendor. Add a unique number.
  5. In the Number field, In the Number field, select the purchase order..
  6. Click OK.

Add lines to item arrival journal

  1. Click Functions.
  2. Click Create lines.
    • The lines can be entered manually into this journal or created automatically. This will show you how to create this automatically.
  3. Check or uncheck the Initialize quantity checkbox.
    • This will initialize the quantity on the journal lines with the quantity not registered from the purchase order line.
  4. Click OK.

Post the journal

  1. Click Post.
  2. Click OK.

Generate the product receipt

  1. Click Functions.
  2. Click Product receipt.
  3. Click OK.