Receive items with warehouse receipts

In Business Central, you receive items and put them away using one of four methods, as described in the following table.

Method Inbound Process Require Receipts Require Put-aways Complexity Level (Learn more at Warehouse Management Overview)
A Post receipt and put-away from the order line No dedicated warehouse activity.
B Post receipt and put-away from an inventory put-away document Turned on Basic: Order-by-order.
C Post receipt and put-away from a warehouse receipt document Turned on Basic: Consolidated receive/ship posting for multiple orders.
D Post receipt from a warehouse receipt document and post put-away from a warehouse put-away document Turned on Turned on Advanced

To learn more about how to handle inbound items, go to Inbound Warehouse Flow.

The following article refers to methods C and D in the previous table.

Receive items with a warehouse receipt

When items arrive at a warehouse that is set up to process warehouse receipts, you must get the lines of the released source document that triggered the receipt. If you use bins, you can either accept the default bin or specify the bin to put the items in. The latter might be required when you receive an item for the first time. Then, enter the quantities of the items you've received, and post the receipt.

You can create warehouse receipt in one of two ways:

  • In a push fashion, when work is done on an order-by-order basis. Choose the Create Warehouse Receipt action in the source document, such as Purchase Order, Sales Return Order, or Transfer Order to create warehouse receipt for one source document.
  • In a pull fashion, where you use the Release action in the source document, such as a purchase order, sales return order, or transfer order to release the document to the warehouse. A warehouse employee creates a Warehouse Receipt for one or many released source documents. The following procedure described how to create a warehouse receipt in a pull fashion. The following procedure describes how to create a warehouse receipt in a pull fashion.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Warehouse Receipts, then choose the related link.

  2. Choose the New action.

    Fill in the Location Code field on the General FastTab. When you retrieve source document lines, some of the information is copied to each line.

    For a location that requires bins, fill in the Bin Code field. Depending on your setup, Business Central can add the bin code code for you. Learn more at Zone and bin codes.

  3. You can get source document in two ways:

    1. Choose the Get Source Documents action. The Source Documents - Inbound page opens. Here you can select one or more source documents released to warehouse that requires receipt.
    2. Choose the Use Filters to Get Src. Docs. action. The Filters to Get Source Docs. - Inbound page opens. Here you can select Source Document Filter and run it. All released source document lines that meet the filter criteria are added on the Warehouse Receipt page. Learn more at How to Use Filters to Get Source Documents.

  4. Set the quantity to receive.

    The Qty. to Receive field contains the quantity outstanding for each line, but you can change the quantity as needed.

    To set the value in the Qty. to Receive field on all lines to zero, choose the Delete Qty. to Receive action. For example, setting the quantities to zero is useful if you're using a barcode scanner to update the received quantities. To add the outstanding quantities from the source document again, choose the Autofill Qty. to Receive action.

    On a warehouse receipt document where the received quantity is higher than ordered, enter the quantity actually received in the Qty. to Receive field. If the increase is within the tolerance specified by an assigned over-receipt code, the Over-Receipt Quantity field updates to show the quantity by which the value in the Quantity field is exceeded. If the increase is over the tolerance, the over-receipt isn't allowed.

  5. Post the warehouse receipt. The quantity fields are updated on the source documents, and the items are added to inventory.

    Tip

    Tip:
    To avoid mistakes, use the Preview Posting action to review the entries that posting will create.

    One thing to note though is that you can't preview warehouse receipts and shipments if they have lines that contain a quantity to handle from several source documents.

    Tip

    If you're using warehouse put-away, which refers to method D in the table in the beginning of this article, the items are received but can't be picked until they've been put away. To learn more about putting items away, go to Put Items Away with Warehouse Put-aways.

    Otherwise, consider using the Post and Print action. The action will post the receipt and print it as a put-away instruction that shows where to put the item.

    Note

    Note:
    If your warehouse uses cross-docking, you can check whether you can cross-dock items without putting them away. To learn more about cross-docking, go to Cross-Dock Items.

How to use filters to get source documents

From a warehouse receipt, you can use the Filters to Get Source Docs. page to retrieve the released source document lines that specify the items to receive.

  1. In the warehouse receipt, choose the Use Filters to Get Src. Docs. action.

  2. To set up a new filter, enter a descriptive code in the Code field, then choose the Modify action.

    The Source Document Filter Card - Inbound page appears.

  3. Use the filters to define the type of source document lines to retrieve. For example, you can select types of source documents, such as purchase or transfer orders.

  4. Choose Run.

All released source document lines that meet the filter criteria are added on the Warehouse Receipt page on which you activated the filters.

You can make an unlimited number of filter combinations. Filters are saved on the Filters to Get Source Docs. page, and they're available the next time you need them. You can change the criteria at any time by choosing the Modify action.

Zone and bin codes

To receive items with warehouse class codes other than the class code of the bin in the Bin Code field on the document header, clear the Bin Code field on the header before you retrieve source document lines for the items.

If bins are mandatory for a location, zone and bin codes are added to warehouse receipt documents as follows:

  • For advanced configurations that use directed put-away and pick, Business Central uses the receipt bin code from the Location Card page for the location. If a receipt bin code isn't specified, no bin is specified. If the item and receipt bins don't match, the receipt bin code is blank.
  • In other configurations, if a receipt bin code isn't specified, Business Central uses the bin code from the source document.

See also

Warehouse Management Overview Inventory
Setting Up Warehouse Management
Work with Business Central

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