Receive Serialized Material

Receive allows you to track all purchased materials and purchase orders, monitor supplier cost and activity, and organize and manage inventory for serialized material. Serialized materials can be received from a work order, supplier, requisition, employee, or account.

PREREQUISITES:

  • Employees must have the Can Receive right given under Configure > Groups. See Add or Edit a Group for more information.
  • Storerooms must be added under Configure > Material. See Add or Edit a Storeroom for more information.

  • Material must be added under Configure > Material and initialized with a receive or audit transaction. See Perform an Audit for more information.
  1. Tap Receive from the menu.
  2. On the Material panel, select a Storeroom from the drop-down list. This changes the list of materials. Materials can only be selected from one storeroom at a time.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select one material from the list. See Search Materials for more information on using the search tabs to find materials.

NOTE: Only one serialized material can be selected at a time.

  1. Enter the information in the Receive panel to receive the material, including the Quantity, Damaged Quantity, and Unit Cost fields, which are required to receive material.

TIP: If the desired supplier doesn't appear in the Supplier drop-down list, see Add a Supplier to Material for information on adding suppliers to material items.

For an explanation of the fields found on the Receive panel, see Receive Transaction Fields.

  1. Tap Add to List.

The Serial Info Needed panel opens.

  1. Tap Upload CSV.

  1. Tap Download Template to download the .csv template file.

NOTE: The columns in the template are Serial Number, Warranty Date, and Expiration Date. The Serial Number column is a required column. The Warranty Date and Expiration Date are optional. The first row of the .csv file is ignored by Storeroom, as it is meant to be used for headers.

  1. Tap Choose File and browse to the file.

  1. Select Update GIS to have the material mapped to GIS fields and added as a GIS object to the geodatabase. This can also be done in Details on the Material panel of Material Configuration, see Add Serialized Material for more information.
  1. Tap Done.

  1. Tap Manual Entry.

  1. Enter the serial number in the Serial Number field or use Scan Barcode to scan the serial number.
  2. Add the Warranty Date and Expiration Date using the calendar icon.
  3. Add the unit cost in the Unit Cost field, if desired.
  4. Tap Add in the Serial Number field to add to the Assigned panel.
  1. Select Update GIS to have the material mapped to GIS fields and added as a GIS object to the geodatabase. This can also be done in Details on the Material panel of Material Configuration, see Add Serialized Material for more information.
  1. When all the serial numbers are added, tap Done.

NOTE: Done is grayed out until all of the serial numbers have been added.

The material is added to the Pending Receives panel. See Navigate the Pending Receives Panel for more information.

  1. Tap Commit on the Pending Issues panel to process all received materials listed. Tapping Commit adjusts the stock on hand for the storerooms selected.

  1. Tap Sign or Close on the Transaction Complete panel.

If you don't wish to sign the transaction now, see Capture a Signature on an Existing Receive Transaction for more information.